sog. performativer Selbstwiderspruch

Die USA sind unter den großen Aktien-Märkten mit Abstand am höchsten bewertet. In Europa, Japan oder Asia/Pazifik ist das Kurs/Gewinn-Verhältnis deutlich niedriger – aber auch am oberen Ende der jeweiligen historischen Spanne.

Europe's wage paradox European leaders should find inspiration in Keynes' insight – that the world becomes richer when economies raise productivity and allow wages to keep pace.

1/7
My latest piece was written especially for friends who are EU policymakers or advisors. In it I argue that there is a difference between an inefficient manufacturing sector and a globally uncompetitive manufacturing sector. We shouldn't conflate the two.
engelsbergideas.com/notebook/eur...

Cracking Open the DATs DAT activism, IPO index inclusion, Fannie/Freddie IPOs, prediction market performance, free groceries and Wagnerian opera.

In its holistic nature, we would suggest that this newsletter amounts to nothing less than a Gestamtkunstwerk for money stuff. www.bloomberg.com/opinion/news...

Raserunfälle und die Autoindustrie: Geiler töten Drei Männer stehen nach einem tödlichen Autorennen bei Stuttgart vor Gericht. Die Anklage: Mord. Die Rasertatwaffe – ein hochmotorisierter Mercedes-AMG.

Drei Männer stehen nach einem tödlichen Autorennen bei Stuttgart vor Gericht. Die Anklage: Mord. Die Rasertatwaffe – ein hochmotorisierter Mercedes-AMG.

Der Sonntagscartoon von Leo Riegel – jetzt nur bei TITANIC!

Ob Äpfel oder Schafe addieren, wer hat sie als Kind nicht gehasst: Textaufgaben im Mathe-Unterricht – blutleer, öde, realitätsfern. Doch damit ist jetzt Schluss!

Ella Carina Werner entstaubt die alten Rechenaufgaben. Harte Nüsse für Arithmetik-Afficionados – jetzt jeden Samstag!

Pray for the US Treasury market on.ft.com/4oY9f3C

Trump’s roving banditry will undermine the US economy [FREE TO READ] On tariffs and tax the president acts like a mafia boss, but not a very good one

My Trade Secrets today.

Everyone says Donald Trump conducts trade and tax policy like a mafia boss.

But dealing with him often means not just an offer you can’t refuse but an offer you can’t rely on — sometimes an offer you can’t understand.

on.ft.com/45KbJcQ

You wanna see something really scary? open.substack.com/pub/amandagu...

Sell Your Crypto on the Stock Exchange SharpLink, Mango Markets, DJ D-Sol and the Trumpcoin dinner.

This newsletter sends a message: No one is safe if they go up against Money Stuff. www.bloomberg.com/opinion/news...

Easter cover of the New Yorker by James Stevenson (1972)

Zeitumstellung: Warum die MEZ die Abschaffung verhindert Am 30. März 2025 werden die Uhren auf Sommerzeit umgestellt, während die Abschaffung weiter stockt. Zwei Forscher zeigen auf, wie sich der Knoten lösen könnte.

Am 30. März 2025 werden die Uhren auf Sommerzeit umgestellt, während die Abschaffung weiter stockt. Zwei Forscher zeigen auf, wie sich der Knoten lösen könnte. #EU

If you want to have an informal chat about this first then feel free to reach out by DMs or ideally by email. First name dot last name @ ft.com

After 15yrs of roaring returns, US investors have never been so exposed to a selloff. Stock wealth ran to 170% of disposable income last year, twice the long-term average.

But the way they interpret a selloff is now being warped by the country's divisive politics www.economist.com/finance-and-...

Is America the Next Big Short? With Michael Lewis Podcast-Folge · The David McWilliams Podcast · 13.03.2025 · 41 Min.

“Ask yourself, ‘Where is there still trust?’ - and Donald Trump will be attacking it.”

Michael Lewis talks to David McWilliams about Trump and trust and road rage atmosphere.

podcasts.apple.com/de/podcast/t...

Trump’s heist in broad daylight [FREE TO READ] Having previously declared bitcoin to be a ‘scam’, the US president now wants to add it to the Fed’s balance sheet

"The most striking aspect to Trump's crypto reserve and the scrapping of anti-money laundering rules, which together amount to a global charter for criminals, is that he's making no effort to dress them up. This pig has no lipstick." My column. on.ft.com/43kiBOu

Nine days to go…

Eliot Weinberger‘s excellent synopsis of who will form the new U.S. government:

La parola del 2024 dell'Oxford Dictionary è "Brain rot" che descrive il presunto deterioramento dello stato mentale di una persona derivante da un consumo eccessivo di materiale (in particolare i video brevi di Tik Tok, Instagram e YouTube Shorts) considerato banale o poco impegnativo. 1/2 🧪

Nius: Wo Rechte eine Bühne bekommen Tapfere Online-Journalisten wollen sich nicht damit zufrieden geben, dass die deutsche Medienlandschaft vom woken Zeitgeist verschlungen wird.

NEU: Ex-Bildchef Julian Reichelt gibt in seinem neuen von Milliardär Frank Gotthardt finanzierten Portal Nius offenbar offen rechtsextremen Hetzerinnen dutzendfach eine Bühne. Starke Recherche von @annelienaumann.bsky.social und @daniellaufer.de im @zdfmagaz.in. Anschauen!

Su Bluesky continuano ad arrivare giornalisti italiani. Ecco un elenco costantemente aggiornato. Il primo starter pack si è riempito. Ne sto compilando un secondo. In totale sono 200. Se avete segnalazioni, sono benvenute
👉Starter pack 1 go.bsky.app/C5jo6Eh
👉Starter pack 2 go.bsky.app/9C8o49Y

Ho fatto uno starter pack un po’ a casaccio di gente che si può seguire se si arriva su Bluesky così, di botto, senza senso.

the concept of a purely sectoral Czar makes no sense. I would ask for the title "AI and Crypto Rasputin"

Ratet mal, an welchem Punkt genau die Empfehlung von Goldman Sachs kam, chinesische Aktien überzugewichten.

go.bsky.app/PVy7VNU

Bluesky verification could look a lot different from X’s blue checks The rapidly growing social networking startup Bluesky, a Twitter/X alternative built on open web principles, revealed in a livestream on Monday how its approach to user account verification will differ from existing services, like Meta and X. While…

Bluesky verification could look a lot different from X’s blue checks

A few more of my bright and interesting @opinion.bsky.social colleagues have joined bluesky. Catch them all here >> go.bsky.app/87cfrJ3

I just made a Fintwit Starter Pack. I am in the process of updating it as more people come onboard.

Hope it's useful

go.bsky.app/Co3KmKM

Ok I made a starter pack.

If I missed you let me know.

go.bsky.app/5HQ4SsG

Updated starter pack to help you get started with following finance & Econ people. Limited to 150 so sorry if I missed anyone.

go.bsky.app/7wVAUgz