sog. performativer Selbstwiderspruch
26.02.2026 11:37
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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.
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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...
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...
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
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...
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)
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-...
“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...
"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 🧪
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
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