Parmenides von Elea
@parmenidesvone.bsky.social
Слава Україні!
Go green - go nuclear.
Go green - go nuclear.
Neues ATH im Depot - macht eigentlich wenig Sinn bei den aktuellen Bewertungen, Zinsen, Inflationserwartungen und Handelskonflikten.
June 3, 2025 at 8:34 PM
Neues ATH im Depot - macht eigentlich wenig Sinn bei den aktuellen Bewertungen, Zinsen, Inflationserwartungen und Handelskonflikten.
Maybe time to buy? Reversion to the mean could be a thing in rates - no?
The US Bond Market has now been in a drawdown for 58 months, by far the longest in history.
June 3, 2025 at 1:36 PM
Maybe time to buy? Reversion to the mean could be a thing in rates - no?
Franck Marilly appointed as new CEO of Remy Cointreau reut.rs/3HdQNlU
Franck Marilly appointed as new CEO of Remy Cointreau
French wines and spirits company Remy Cointreau has appointed Franck Marilly as new CEO of the group from June 25.
reut.rs
May 28, 2025 at 6:24 AM
GDP excluding trade is basically (people working x average hours worked) * productivity in $ per work hour. If the number of people working stops growing, one of the major drivers of GDP growth goes away. Simple, yet surprising for many.
Immigration has collapsed since the new admin took office, and with it a key source of new demand and labor supply bolstering growth in recent years.
The '24 surge of 2.4mln work permits (1.4% of the labor force) is now reversing, creating an acute growth drag ahead.
Thread.
The '24 surge of 2.4mln work permits (1.4% of the labor force) is now reversing, creating an acute growth drag ahead.
Thread.
May 27, 2025 at 11:50 AM
GDP excluding trade is basically (people working x average hours worked) * productivity in $ per work hour. If the number of people working stops growing, one of the major drivers of GDP growth goes away. Simple, yet surprising for many.
Reposted by Parmenides von Elea
Immigration has collapsed since the new admin took office, and with it a key source of new demand and labor supply bolstering growth in recent years.
The '24 surge of 2.4mln work permits (1.4% of the labor force) is now reversing, creating an acute growth drag ahead.
Thread.
The '24 surge of 2.4mln work permits (1.4% of the labor force) is now reversing, creating an acute growth drag ahead.
Thread.
May 27, 2025 at 11:03 AM
Immigration has collapsed since the new admin took office, and with it a key source of new demand and labor supply bolstering growth in recent years.
The '24 surge of 2.4mln work permits (1.4% of the labor force) is now reversing, creating an acute growth drag ahead.
Thread.
The '24 surge of 2.4mln work permits (1.4% of the labor force) is now reversing, creating an acute growth drag ahead.
Thread.
Langes Wochenende an den US-Börsen. Montag kein Handel.
May 23, 2025 at 6:15 PM
Langes Wochenende an den US-Börsen. Montag kein Handel.
US federal interest coverage by tax receipts is down to 2.8 - the lowest in 3 decades.
May 15, 2025 at 7:36 PM
US federal interest coverage by tax receipts is down to 2.8 - the lowest in 3 decades.
Die Kirche mag 2000 Jahre alt sein - das Onboarding eines neuen Chefs läuft trotzdem schneller als bei jedem Startup.
May 8, 2025 at 6:56 PM
Die Kirche mag 2000 Jahre alt sein - das Onboarding eines neuen Chefs läuft trotzdem schneller als bei jedem Startup.
Reposted by Parmenides von Elea
* FED: RISKS OF HIGHER UNEMPLOYMENT, HIGHER INFLATION HAVE RISEN
May 7, 2025 at 6:06 PM
* FED: RISKS OF HIGHER UNEMPLOYMENT, HIGHER INFLATION HAVE RISEN
Reposted by Parmenides von Elea
Massive power outage happening now in Spain. Here's a chart from the Spanish grid operator showing demand plummeting (the yellow line) as the blackout started
#energysky
demanda.ree.es/visiona/peni...
#energysky
demanda.ree.es/visiona/peni...
April 28, 2025 at 11:06 AM
Massive power outage happening now in Spain. Here's a chart from the Spanish grid operator showing demand plummeting (the yellow line) as the blackout started
#energysky
demanda.ree.es/visiona/peni...
#energysky
demanda.ree.es/visiona/peni...
Die Staatsquote in Deutschland ist 2024 auf 49,5 % gestiegen. Toll, wie effizient unser System ist 👻
www.destatis.de/DE/Presse/Pr...
www.destatis.de/DE/Presse/Pr...
Staatsquote 2024 auf 49,5 % angestiegen
Höhere Staatsausgaben haben im Jahr 2024 zu einem Anstieg der Staatsquote auf 49,5 % geführt. Wie das Statistische Bundesamt (Destatis) mitteilt, verzeichnete die Staatsquote damit gegenüber dem Vorja...
www.destatis.de
April 28, 2025 at 10:56 AM
Die Staatsquote in Deutschland ist 2024 auf 49,5 % gestiegen. Toll, wie effizient unser System ist 👻
www.destatis.de/DE/Presse/Pr...
www.destatis.de/DE/Presse/Pr...
"The Art of the capitulation"
April 24, 2025 at 12:26 PM
"The Art of the capitulation"
2-3 Jahre mit 245 % Zöllen ?
April 23, 2025 at 8:32 PM
2-3 Jahre mit 245 % Zöllen ?
Reposted by Parmenides von Elea
I think we’re starting to wear on Bespoke’s patience.
April 21, 2025 at 6:28 PM
I think we’re starting to wear on Bespoke’s patience.
Hier ein Drawdown-Chart vom S&P 500 (gemacht mit Koyfin) --> Ich kann mir kaum Vorstellen, das es bei einer Hochzoll-Szenario mit Vertrauensverlust in den USD nicht deutlich weiter runter geht. Für mich ist etwas wie 2008 nicht unwahrscheinlich.
April 21, 2025 at 6:22 PM
Hier ein Drawdown-Chart vom S&P 500 (gemacht mit Koyfin) --> Ich kann mir kaum Vorstellen, das es bei einer Hochzoll-Szenario mit Vertrauensverlust in den USD nicht deutlich weiter runter geht. Für mich ist etwas wie 2008 nicht unwahrscheinlich.
I think it is likely that we will see the €/$ trade at 1.20 soon. This is about the higher end of the current ppp estimates. After that, it gets interesting.
April 21, 2025 at 2:20 PM
I think it is likely that we will see the €/$ trade at 1.20 soon. This is about the higher end of the current ppp estimates. After that, it gets interesting.
Hard to come up with a historic parallel of an equally incompetent administration of a major economy in modern times than the current "one".
April 21, 2025 at 2:15 PM
Hard to come up with a historic parallel of an equally incompetent administration of a major economy in modern times than the current "one".
Reposted by Parmenides von Elea
Elon Musk juggles more than a dozen children and "harem drama" along with running his companies and advising Trump. He recently took a paternity test in a battle with one woman over money and privacy.
The Tactics Elon Musk Uses to Manage His ‘Legion’ of Babies—and Their Mothers
The world’s richest man juggles more than a dozen children and ‘harem drama’ along with running his companies and advising Trump. He recently took a paternity test in a battle with one woman over…
buff.ly
April 16, 2025 at 1:00 PM
Elon Musk juggles more than a dozen children and "harem drama" along with running his companies and advising Trump. He recently took a paternity test in a battle with one woman over money and privacy.
Good - they have no chance against our bowling ball test ;-)
China and European Union in talks to abolish EU tariffs on Chinese electric vehicles.
April 10, 2025 at 7:44 PM
Good - they have no chance against our bowling ball test ;-)
Europe is open for business!
This chart was made in America by skilled artisans.
It also provides important context for understanding our current tariff situation.
It also provides important context for understanding our current tariff situation.
April 10, 2025 at 7:13 PM
Europe is open for business!
Nicht mehr viel und der Weg zu einem €/$ Kurs von 1,20 ist frei.
April 10, 2025 at 6:56 PM
Nicht mehr viel und der Weg zu einem €/$ Kurs von 1,20 ist frei.
90 days from today is the 8th of July. Just after the long independence day weekend.
April 9, 2025 at 7:35 PM
90 days from today is the 8th of July. Just after the long independence day weekend.
This is what life looks like under a Mad King.
April 9, 2025 at 6:59 PM
This is what life looks like under a Mad King.
Reposted by Parmenides von Elea
This American carnage starts now.
April 9, 2025 at 12:45 PM
This American carnage starts now.