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Roaring 20s Redux

@mishoiliev.bsky.social

500 followers 450 following 970 posts

Lives in Belgium. Politics. History. Used to do law then got a degree in economics. Fan of Keynesian economics, therefore, by MAGA’s standards, I am a communist 😂

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Roaring 20s Redux @mishoiliev.bsky.social · 3h

Trump’s economic policies are state capitalism. In fact they could be a more robust form of socialism because they come down to controlling the means of production, Brian Gardner of Stifel says

youtube.com/watch?v=hSm0...

Brian Gardner, Stifel, Bloomberg TV, 7 October 2025

YouTube video by Financial Markets Snippets

youtube.com

Roaring 20s Redux @mishoiliev.bsky.social · 8h

Orlando Bravo: software is not dead. AI is actually a tailwind for software.

youtube.com/watch?v=8O8m...

Orlando Bravo: AI is a tailwind for the Software industry

YouTube video by Financial Markets Snippets

youtube.com

Roaring 20s Redux @mishoiliev.bsky.social · 2d

That’s why Trump and Co will make sure there’s never again free elections

Roaring 20s Redux @mishoiliev.bsky.social · 3d

Was too early with this…

Roaring 20s Redux @mishoiliev.bsky.social · 10d

Yesterday and today I placed a fairly large bet on the German pharma packing company Gerresheimer (GXI). Stock looks undervalued and with good potential for 40-60% up in the next 12 months

Roaring 20s Redux @mishoiliev.bsky.social · 5d

If AI doesn’t deliver its miracles the US economy will cave in, argues Ruchir Sharma

Roaring 20s Redux @mishoiliev.bsky.social · 5d

Today I bought some shares in the German software company TeamViewer which I view as undervalued

Reposted by Roaring 20s Redux

Jonas Algers @jonasalgers.bsky.social · 5d

Some incredible stats in this article:

Investment in AI accounts for 40% share of US GDP growth this year

AI companies account for 80% of the gains in US stocks in 2025

The wealthiest 10% of the population own 85% of US stocks

The top 10% of earners account for half of consumer spending

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Roaring 20s Redux @mishoiliev.bsky.social · 5d

An FT commenter sums up the state of the US economy

Roaring 20s Redux @mishoiliev.bsky.social · 6d

🤦🏻‍♂️

Roaring 20s Redux @mishoiliev.bsky.social · 7d

This suggests that for the AI bubble to pop a real catalyst will be needed. In the meantime the AI bubble will keep inflating.

Roaring 20s Redux @mishoiliev.bsky.social · 8d

✌️

Reposted by Roaring 20s Redux

Anita zx @omi684.bsky.social · 8d

Unbelievable. Outside the Portland ICE facility, a man and a woman were standing and talking to a pair of cops with shields when one of them draws his pepper spray and unloads it into her face. She was still crying out in pain several minutes later and had to be taken away to get medical attention.

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Roaring 20s Redux @mishoiliev.bsky.social · 8d

MAGA Republicans just want to use resolvable standoff as a pretext to reduce the Federal Government, obviously for their own and their sponsors’ enrichment

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Roaring 20s Redux @mishoiliev.bsky.social · 8d

Is that possible?

Roaring 20s Redux @mishoiliev.bsky.social · 10d

Fairy tale marriages, do they even exist?

Roaring 20s Redux @mishoiliev.bsky.social · 10d

Yesterday and today I placed a fairly large bet on the German pharma packing company Gerresheimer (GXI). Stock looks undervalued and with good potential for 40-60% up in the next 12 months

Reposted by Roaring 20s Redux

Aaron Rupar @atrupar.com · 12d

Hegseth on his firings of military leaders: "We all serve at the pleasure of the president -- every single day."

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Reposted by Roaring 20s Redux

Tj. @tjeerd001.bsky.social · 12d

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Roaring 20s Redux @mishoiliev.bsky.social · 12d

It looks like Trump will attempt to impose a hardcore fascist regime in America.

Roaring 20s Redux @mishoiliev.bsky.social · 12d

Peace in Palestine sounds good but I wonder how realistic it is unless there’s a powerful Arab military force that takes over directly from Hamas and giving no chance to Israel to cheat and restart violence the moment hostages are freed

Reposted by Roaring 20s Redux

darren32359.bsky.social @darren32359.bsky.social · 13d

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Roaring 20s Redux @mishoiliev.bsky.social · 13d

That was before 2022. All European countries were doing the same back then 🤷🏻‍♂️

Roaring 20s Redux @mishoiliev.bsky.social · 14d

This time it will be AI that goes up and up in the rate cut cycle. At least for a while.

Roaring 20s Redux @mishoiliev.bsky.social · 14d

If NATO airspace becomes blatantly violated again, shooting down may become necessary

Roaring 20s Redux @mishoiliev.bsky.social · 14d

But allocation to stocks does not paint a different picture.