Michael Wieser
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bakingvc.bsky.social
Michael Wieser
@bakingvc.bsky.social
VC & PE. Home in Berlin and Singapore.
Investments in the US won't come soon even if Trump reversed all his tariffs tomorrow.

The mere fact that he could, at any given day, pull sth similarly erratic in the next 4 years is too much risk for any prudent investor. (And chances are high he will)
April 8, 2025 at 10:08 AM
The US business model abroad is security in return for dollar usage, buying US debt and US weapons.

If the US is unwilling (Ukraine) or unable (Taiwan) to continue power projection, it also won‘t get its hegemonic dividends.
Wow, this is big. Singapore long carefully balanced its relations with the US and China, trying not to anger Washington.

Now its minister of defense admits:

The US "image has changed from liberator to great disruptor to a landlord seeking rent".
March 2, 2025 at 11:20 AM
The „anti-war president“ is making sure the US maintains dropping 46 bombs per day on average (has been like this for ~20 years).

Why should the world see the US as a force of peace?
President Trump ordered airstrikes on Saturday against the Islamic State in northern Somalia, the first major U.S. military operation overseas since he took office.
Trump Orders Airstrikes Against ISIS in Somalia
Defense Secretary Pete Hegseth said that “multiple operatives” had been killed in remote mountains in the country’s north.
www.nytimes.com
February 2, 2025 at 6:32 PM
The US is stuck in a repeating cycle of presidents undoing each other.

The EU is stuck in a repeating cycle of politicians not doing anything at all.
January 22, 2025 at 2:35 PM
Trump in power means one thing for sure: Good times for big law firms!
January 21, 2025 at 8:57 AM
There‘re only 3 accounts (exclusively) on X that I really enjoy. The rest is just trash, bots, or OF engagement baits. Bluesky is my platform now.
January 10, 2025 at 5:22 AM
Being busy signals high social status in the US. Being busy means you have money - because why else would you be busy?

Being busy signals low social status in Italy. Being busy means you have no money - because why else would you work?
December 11, 2023 at 9:34 PM