Including Russia, right? RIGHT?
1 week ago
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Posts by Lars Christensen
They oversaw a very important social media influence operation for the Kremlin, got caught, fled. And now they're not just back, they're guests at Donald & Melania Trump's Easter Egg Roll at the White House.
2 weeks ago
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1 week ago
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Just because a President announces he’s agreed to a two week ceasefire moments before he threatened to commit war crimes, does not mean he is suddenly fit to serve. #25thAmendment
1 week ago
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It's possible both to welcome this ceasefire- the human lives saved, and the relief it brings to energy markets - and also be flabbergasted by the ineptitude of the whole negotiating arc.
1 week ago
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DA DET HVIDE HUS RINGEDE
"From the White House." Jeg troede det var en joke.
Det var det ikke - og historien hænger direkte sammen med søndagens valg i Ungarn.
Det forklarer jeg i denne uges Makropuls med Steffen Dam.
1 week ago
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3 weeks ago
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HUSK at nu kan du også se Makropuls på Youtube.
www.youtube.com/watch?v=Cl5_...
3 weeks ago
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WOULD YOU LIKE TO MEET WITH ME ONCE A MONTH?
...and hear more about my views on economic, financial, and geopolitical developments?
Find out more here: globaletanker.dk/ekspert-brie... or here: marketmonetarist.com/2026/03/25/a...
3 weeks ago
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VIL DU OGSÅ GERNE MØDES MED MIG EN GANG OM MÅNEDEN?
..og høre mere om mit syn på den økonomiske, finansielle og geopolitiske udvikling?
Se mere her:
globaletanker.dk/ekspert-brie...
3 weeks ago
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WOULD YOU LIKE TO MEET WITH ME ONCE A MONTH?
...and hear more about my views on economic, financial, and geopolitical developments?
Find out more here: globaletanker.dk/ekspert-brie... or here: marketmonetarist.com/2026/03/25/a...
3 weeks ago
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Jeps, og på den måde er det meget som subprime.
3 weeks ago
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Mandag lukkede Apollo for udbetalinger fra sin 25 milliarder dollar store private credit-fond. Investorer får kun 45 cents på dollaren.
Er det begyndelsen på en ny subprime-krise? Det diskuterer Steffen Dam og jeg i det nyeste afsnit af Makropuls.
3 weeks ago
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ER DET ET NATURPROGRAM DET HER?
Nej - men vi taler om kanariefugle, kakerlakker og blå ugler. For når de store Wall Street-fonde lukker kassen, er det tid til at lytte efter advarselstegnene.
Steffen Dam og jeg er klar med et nyt afsnit af Makropuls.
3 weeks ago
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New blog post:
The Blue Owl in The Coal Mine – Private Credit: The New Subprime?
marketmonetarist.com/2026/03/13/t...
1 month ago
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Nu kan du også se Makropuls - med Steffen Dam og undertegnede - på Youtub.
Husk at like og abonnér.
www.youtube.com/watch?v=icxI...
1 month ago
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Ny episode af podcasten Makropuls:
"Trumps krig, TACO og den regning som Europa kommer til at betale"
podcasts.apple.com/us/podcast/t...
open.spotify.com/episode/2mH2...
1 month ago
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1 month ago
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Nej, AI tager ikke dit job indenfor de næste to år.
Se mere her: www.youtube.com/watch?v=upUT...
1 month ago
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New blog post: No, AI Will Not Take Your Job Within the next Two Years
marketmonetarist.com/2026/02/24/n...
1 month ago
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Mon ikke motivationen var let at finde for Iffe Lundberg, som med 21 point blev delt topscorer, da Maccabi Tel Aviv slog danskerens tidligere hold Partizan med 95-93 i EuroLeague #EveryGameMatters #EuroLeague
2 months ago
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Søndagseftænksomhed... Læs @mamomvpy.bsky.social s lille post (fra Facebook) og tænk over... Er vi blevet klogere... Hvordan vil de se på os om 90 år?
2 months ago
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Screengrabs from Twitter: The problem isn't Trump. The problem is the US. When the outside world observes Trump's insane behaviour and his threats against allies, and we at the same time observe that there is no real action from the US public, Congress, the US Supreme Court, or the US media about this insanity, we will all have to conclude that the US accepts this behaviour. The public in the US think the US is entitled to a certain position in the world where there is no room for decent behaviour and where there are no norms and rules. That means that we all have to conclude that the US — not only Trump — has betrayed the international order that the US, with its Western partners, were the main architects of after the Second World War. This is the conclusion that Canadian Prime Minister Mark Carney so clearly laid out in his speech at Davos yesterday. We simply cannot trust the US to play by the rules any more. Therefore, we also fundamentally have to ask ourselves — should we trust the financial and economic structure which is an integral part of the global rules-based order? Americans live in the illusion that the US can do everything on its own, despite the fact that the US for nearly 20 years has lived beyond its means. US private and government consumption has been funded by, among others, European central banks and pension funds. But we now have to ask ourselves — why would we trade in dollars? Why would we put our savings into US Treasury bonds? If the US is not a rules-based society, we cannot trust the dollar to be a stable currency, and it would be insane to hold dollars. As domestic US institutions are eroded and governance structures destroyed, the US will be turned into an emerging market economy — or more accurately, a de-merging economy.
If the US threatens the territory of allies, then the US acts as an authoritarian bully nation. Nobody in their right mind would lend money to the US government. If the US doesn't live up to its international obligations and respect the sovereignty of other nations, why would we expect the US government to honour its debts? If Trump can tariff nations that will not give up their territory, then there is certainly no reason to believe that the US will not introduce capital controls. And if that is a risk, why would you risk investing in the US? It is not a question about Europe standing up to the US. It is a question about being prudent with our investments — about reducing risks. Every day Trump remains in office, distrust of the US increases, and the cost for the US will go up day by day. And this is irreversible. It takes years to build trust, but you can destroy it by your actions in minutes. Europe has now completely lost trust in the US. And so has Canada. It is up to the people of the US to demonstrate that Trump is an 'outlier', and it is up to the American people to stop him. If you don't do that, we will have to assume that this is what the US is about — whether the name of the President is Trump or something else, whether the President is a Republican or a Democrat.
See images 1 & 2
See images 1 & 2
Great post from the hellsite by @mamomvpy.bsky.social
2 months ago
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HVAD SKER I 2026? OVER 700 MAKROPULS-LYTTERE HAR TALT
Tak til de mere end 700 lyttere, der har deltaget i Makropuls' nytårssurvey med 25 spørgsmål om dansk og international økonomi samt de finansielle markeder.
open.spotify.com/episode/0OOb...
podcasts.apple.com/us/podcast/h...
3 months ago
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Hvor er der overlappende svarmuligheder?
4 months ago
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På Makropuls har vi fået et lytterspørgsmål om positive historier fra Emerging Markets. Det giver anledning til at fortælle den stærke historie om Polens økonomiske udvikling siden kommunismens fald i 1989.
Nytårs-survey: form.typeform.com/to/lCdx7cKh?...
open.spotify.com/episode/5GzB...
4 months ago
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Ok du kunne naturligvis aldrig finde på at ringe til en, der rent faktisk har lavet statistisk analyse af det.
4 months ago
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marketmonetarist.com/2025/11/08/t...
Hat tip to this @mamomvpy.bsky.social story, apparently they are thinking of getting Fannie and Freddie investing in AI boom. Getting a bit beyond parody, this...
5 months ago
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HVAD DRIVER DE DANSKE SMØRPRISER?
www.linkedin.com/pulse/hvad-b...
5 months ago
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