Analysts warn the dual blockade is disrupting hundreds of millions of barrels of oil flows, with more disruption expected as tensions persist ahead of a looming cease-fire deadline.-Bloomberg

Funny how all it took was the removal of an "Orban" shaped part of the pipeline.

No earthly force is a match for the German Boomers on these ships.

No earthly force is a match for the German Boomer.

Over 40% of all ships are used to transport fossil fuels and are themselves fuelled by fossil fuels. Increasing the share of renewables in the global energy mix also helps to decrease transport related fossil fuels.

Some links 13/2026 Rob Vinall’s 2025 letter to investors is worth reading, as he also discusses why he sold some positions (Prosus, PDD, International Pet.)

Some links to stories that If ound interesting last week:

Substack:
open.substack.com/pub/valueand...

Wordpress:
valueandopportunity.com/2026/04/19/s...

Better to stay off x. Not good for mental health. It is much more civilized over here.

Quelle: www.statistikportal.de/de/zuwanderu...

Nach ersten Zahlen hatte Deutschland im Januar und Februar eine Netto-Auswanderung von knapp 2000 Personen. Wenn das ein Trend wird bekommen wir bei den aktuellen Geburtenz bzw. Sterbezahlen einen jährlichen Bevölkerungsrückgang von 350k bis 400k Personen.

All 34 ships were commanded by "a doctor"

US blockade of Iran will be major military endeavor, experts say The U.S. military has not offered basic details yet about the blockade, including how many U.S. warships will enforce it.

“.. Trump wants a quick fix. The reality is, this mission is difficult to execute alone and likely unsustainable over the medium to long-term,” said Dana Stroul, a former senior Pentagon official ..

@militarytimes.bsky.social
www.militarytimes.com/news/pentago...

Definiere: Strohfeuer
Regierung: Hold my beer.

Continental System - Wikipedia

Last time a maritime power tried to break a land power with a maritime blockade it took some years and a number of big land battles...this is not a winning strategy. en.wikipedia.org/wiki/Contine...

“Of all the prevailing media narratives around @gavinnewsom.bsky.social, the one that is most conspicuous by its absence is how under its two-term governor California became the top performing economy not just among its 49 siblings but also any developed nation.”

www.bloomberg.com/opinion/arti...

Nice!

Will be interesting to see what the current events will do to the expected earnings this year. In the long run, people will want to have more reserves after the recent supply shock i guess.

Noch mehr Tabellen, Charts und Infos rund um deutsche Dividenden jetzt in meiner neuen Dividendenstudie mit Prof. Eric Frère von der FOM Hochschule und Marc Tüngler von der Schutzvereinigung DSW.

Kostenloser Download hier:
➡️ forschung.fom.de/fileadmin/fo...

SoH transits from Lloyd’s List:

So much winning.

* GREENLAND PRIME MINISTER: TRUMP'S DESIRE TO TAKE OVER OR CONTROL GREENLAND HAS NOT BEEN TAKEN OFF THE TABLE

* GREENLAND PRIME MINISTER IN RESPONSE TO TRUMP: WE ARE NOT A PIECE OF ICE, WE ARE A PROUD PEOPLE

@reuters.com

No shit.

Demand driven vs supply driven may still make a difference.

Despite the White House’s claims, as of Wednesday, the situation in the Strait of Hormuz remains essentially unchanged.

thesoufancenter.org/intelbrief-2...

“One report (found) that only 8 percent of users actually double checked an AI’s answer. Another experiment found that users still listened to AI when it gave them the wrong answer nearly 80 percent of the time — a grim trend the researchers dubbed “cognitive surrender.”

Q: As of today, who controls the Strait of Hormuz?

LEAVITT: We expect that the strait will be opened immediately


Q: Who controls the strait right now?

LEAVITT: *refuses to answer*

Pyrrhus of Epirus congratulates Donald J Trump on his magnificent victory.

Hype, Hype, Hurra: HelloFresh meldete einst das „Ergebnis vor Marketingkosten“, bei WeWork war's das „Community-adjusted EBITDA“ – und nun kommen OpenAI und Anthropic mit einem um die Trainingskosten der KI-Modelle bereinigten „Gewinn" um die Ecke“. [via @wsj.com]

‘The next 12 months are expected to bring a bumper crop of mega initial public offerings to market. History tells us to tread very, very carefully, both when investing in these companies and evaluating what they tell us about the stock market overall.’ www.bloomberg.com/opinion/arti...