Daniel D. Eckert
@tiefseher.bsky.social
WELT financial reporter, AAA podcaster, "Mister Dividend", Stock holder since 1987 📈 #Dividenden-Eckert #CapitalistLife
Pakistan will 2000 Megawatt (MW) überschüssige Stromkapazität für Bitcoin-Mining und KI-Datenzentren bereitstellen. Dies ist Teil eines umfassenderen Plans zur digitalen Transformation, der vom Pakistan Crypto Council PCC und dem Finanzministerium unterstützt wird (Bloomberg)
May 26, 2025 at 6:11 AM
Pakistan will 2000 Megawatt (MW) überschüssige Stromkapazität für Bitcoin-Mining und KI-Datenzentren bereitstellen. Dies ist Teil eines umfassenderen Plans zur digitalen Transformation, der vom Pakistan Crypto Council PCC und dem Finanzministerium unterstützt wird (Bloomberg)
#Standderdinge an den Märkten zum 24.5.25, Rendite auf Eurobasis: Geteilte Börsenwelt mit Plus und Minus
Dax: +18,7%
Gold: +17,9%
Schweiz MSCI: +8,1%
FTSE100: +7,7%
Silber: +5,8%
Bitcoin: +5,5%
Nikkei225: -5,0%
MSCI World: -5,5%
US Treasuries 7-10y: -6,0%
CSI300: -6,5%
S&P500: -9,2%
Nasdaq100: -9,5%
Dax: +18,7%
Gold: +17,9%
Schweiz MSCI: +8,1%
FTSE100: +7,7%
Silber: +5,8%
Bitcoin: +5,5%
Nikkei225: -5,0%
MSCI World: -5,5%
US Treasuries 7-10y: -6,0%
CSI300: -6,5%
S&P500: -9,2%
Nasdaq100: -9,5%
May 24, 2025 at 8:27 AM
#Standderdinge an den Märkten zum 24.5.25, Rendite auf Eurobasis: Geteilte Börsenwelt mit Plus und Minus
Dax: +18,7%
Gold: +17,9%
Schweiz MSCI: +8,1%
FTSE100: +7,7%
Silber: +5,8%
Bitcoin: +5,5%
Nikkei225: -5,0%
MSCI World: -5,5%
US Treasuries 7-10y: -6,0%
CSI300: -6,5%
S&P500: -9,2%
Nasdaq100: -9,5%
Dax: +18,7%
Gold: +17,9%
Schweiz MSCI: +8,1%
FTSE100: +7,7%
Silber: +5,8%
Bitcoin: +5,5%
Nikkei225: -5,0%
MSCI World: -5,5%
US Treasuries 7-10y: -6,0%
CSI300: -6,5%
S&P500: -9,2%
Nasdaq100: -9,5%
Spannende News für Gold-Anleger: Der EUWAX Gold II (WKN: EWG2LD) bekommt Zuwachs. Der EUWAX Gold Core (EWG4CR) bietet niedrige Spreads, der EUWAX Gold Traceable (EWG4TR) eine rückverfolgbare CO2-Bilanz. Wie der EWG2LD werden beide Produkte laut BörseStuttgart steuerlich wie physisches Gold behandelt
May 23, 2025 at 9:16 AM
Spannende News für Gold-Anleger: Der EUWAX Gold II (WKN: EWG2LD) bekommt Zuwachs. Der EUWAX Gold Core (EWG4CR) bietet niedrige Spreads, der EUWAX Gold Traceable (EWG4TR) eine rückverfolgbare CO2-Bilanz. Wie der EWG2LD werden beide Produkte laut BörseStuttgart steuerlich wie physisches Gold behandelt
Eine Beimischung von 2% Bitcoin in einem sonst reinen Aktienportfolio erhöhte die Volatilität (nach meinen Berechnungen um knapp 1/2 Prozentpunkt), führte in den vergangenen 10 Jahren aber zu einer deutlichen Renditesteigerung, selbst wenn der BTC-Anteil jeden Januar auf 2% zurückgesetzt wurde
May 16, 2025 at 8:12 AM
Eine Beimischung von 2% Bitcoin in einem sonst reinen Aktienportfolio erhöhte die Volatilität (nach meinen Berechnungen um knapp 1/2 Prozentpunkt), führte in den vergangenen 10 Jahren aber zu einer deutlichen Renditesteigerung, selbst wenn der BTC-Anteil jeden Januar auf 2% zurückgesetzt wurde
Guten Morgen ☀️ Deutschland und die Welt! Coinbase wird als erstes Kryptounternehmen in den US-Leitindex S&P500 aufgenommen. Der 10%-Kurssprung, der gestern nachbörslich auf die Nachricht folgte, ändert nichts daran, dass die Aktie immer noch deutlich unter dem ersten Kurs nach dem 2021er IPO notiert
May 13, 2025 at 6:18 AM
Guten Morgen ☀️ Deutschland und die Welt! Coinbase wird als erstes Kryptounternehmen in den US-Leitindex S&P500 aufgenommen. Der 10%-Kurssprung, der gestern nachbörslich auf die Nachricht folgte, ändert nichts daran, dass die Aktie immer noch deutlich unter dem ersten Kurs nach dem 2021er IPO notiert
Hark! For the dividend tide hath turned! (Dividend season has started)
April 15, 2025 at 7:32 AM
Hark! For the dividend tide hath turned! (Dividend season has started)
Metamorphose dank KI
April 13, 2025 at 2:13 PM
Metamorphose dank KI
Reposted by Daniel D. Eckert
“Bedrohungslage geht vor Kassenlage” (Pistorius, 18/3)
🇩🇪#Schuldenpaket: die 🇺🇸 Dominanz in den Portfolios und Wehretats wird ab heute beendet. Dafür ist viel Raum,
h/t @johnauthers
h/t @johnauthers
March 18, 2025 at 10:52 AM
“Bedrohungslage geht vor Kassenlage” (Pistorius, 18/3)
Interesting research by HQ Trust: Dax stocks achieved the best performance when German government bond yields were between 2.2% and 4.4%. So, we're currently right in the sweet spot
March 18, 2025 at 6:32 PM
Interesting research by HQ Trust: Dax stocks achieved the best performance when German government bond yields were between 2.2% and 4.4%. So, we're currently right in the sweet spot
Gold just hit an ATH of $3,025 per fine ounce (31.1 grams). Since the beginning of the year the yellow metal has ouperformed the Nasdaq100 index by 21 percentage points an Bitcoin by 26 percentage points
March 18, 2025 at 8:45 AM
Gold just hit an ATH of $3,025 per fine ounce (31.1 grams). Since the beginning of the year the yellow metal has ouperformed the Nasdaq100 index by 21 percentage points an Bitcoin by 26 percentage points
Modernizing Germany's debt brake is crucial for European security. Equipping the Bundeswehr with effective weapons enables national and alliance defense, and therefore makes war less likely through deterrence
March 18, 2025 at 6:56 AM
Modernizing Germany's debt brake is crucial for European security. Equipping the Bundeswehr with effective weapons enables national and alliance defense, and therefore makes war less likely through deterrence
I repeat my prediction: Whether one finds the RamboZambo debt package good or bad, should it fail (constitutional judges halt the process, not enough votes in the Bundestag), there will be a crash of the Dax and MDax, and the Euro will fall sharply on the FX markets
March 17, 2025 at 2:27 PM
I repeat my prediction: Whether one finds the RamboZambo debt package good or bad, should it fail (constitutional judges halt the process, not enough votes in the Bundestag), there will be a crash of the Dax and MDax, and the Euro will fall sharply on the FX markets
Defense specialist Rheinmetall joins the top 10 German listed companies for the first time, VW is out! Market value in billion euros:
SAP 296.5
Siemens 184.7
Deutsche Telekom 167.3
Allianz 142.6
Airbus 133.2
Munich Re 79.5
Mercedes-Benz 65.8
Rheinmetall 59.3
Siemens Healthineers 59.0
Merck KGaA 58.3
SAP 296.5
Siemens 184.7
Deutsche Telekom 167.3
Allianz 142.6
Airbus 133.2
Munich Re 79.5
Mercedes-Benz 65.8
Rheinmetall 59.3
Siemens Healthineers 59.0
Merck KGaA 58.3
March 15, 2025 at 10:48 AM
Defense specialist Rheinmetall joins the top 10 German listed companies for the first time, VW is out! Market value in billion euros:
SAP 296.5
Siemens 184.7
Deutsche Telekom 167.3
Allianz 142.6
Airbus 133.2
Munich Re 79.5
Mercedes-Benz 65.8
Rheinmetall 59.3
Siemens Healthineers 59.0
Merck KGaA 58.3
SAP 296.5
Siemens 184.7
Deutsche Telekom 167.3
Allianz 142.6
Airbus 133.2
Munich Re 79.5
Mercedes-Benz 65.8
Rheinmetall 59.3
Siemens Healthineers 59.0
Merck KGaA 58.3
Gold Breaks Through $3,000
March 14, 2025 at 10:52 AM
Gold Breaks Through $3,000
The gold price has just hit a record high. I'm seeing $2,985 per troy ounce (+14.4% year-to-date). In the Trump paradigm, $4,000 or $5,000 are to be expected
March 13, 2025 at 4:56 PM
The gold price has just hit a record high. I'm seeing $2,985 per troy ounce (+14.4% year-to-date). In the Trump paradigm, $4,000 or $5,000 are to be expected
That’s why politician is Politicar in German 😂
www.bbc.com/news/article...
www.bbc.com/news/article...
March 11, 2025 at 12:59 PM
That’s why politician is Politicar in German 😂
www.bbc.com/news/article...
www.bbc.com/news/article...
Trump I (2016/17) and Trump II (2024/25) – as different as day and night. In the first 84 trading days following his 2016 election, Donald Trump could point to an above-average stock market performance. After his 2024 election, it looks different: the S&P 500 is in the red!
March 11, 2025 at 7:00 AM
Trump I (2016/17) and Trump II (2024/25) – as different as day and night. In the first 84 trading days following his 2016 election, Donald Trump could point to an above-average stock market performance. After his 2024 election, it looks different: the S&P 500 is in the red!
During the Trump presidency, there will never be a recession in the USA, only alternative growth
March 10, 2025 at 4:20 PM
During the Trump presidency, there will never be a recession in the USA, only alternative growth
In 2025, Europe finds itself in the unenviable position of being squeezed between the cheeks of an untrustworthy superpower and an expansionist empire. There's only one solution: develop our own strength and arm the res publica
March 9, 2025 at 11:50 AM
In 2025, Europe finds itself in the unenviable position of being squeezed between the cheeks of an untrustworthy superpower and an expansionist empire. There's only one solution: develop our own strength and arm the res publica
Germany – CDUCSU and SPD have agreed on a coalition:
Rejections of illegal immigrants at the border
Total withdrawal of benefits for job refusers
Reduction of electricity tax for companies
15 euro minimum wage
"Stable pensions"
Nationality law remains unchanged
Extension of the rent cap
Rejections of illegal immigrants at the border
Total withdrawal of benefits for job refusers
Reduction of electricity tax for companies
15 euro minimum wage
"Stable pensions"
Nationality law remains unchanged
Extension of the rent cap
March 8, 2025 at 2:42 PM
Germany – CDUCSU and SPD have agreed on a coalition:
Rejections of illegal immigrants at the border
Total withdrawal of benefits for job refusers
Reduction of electricity tax for companies
15 euro minimum wage
"Stable pensions"
Nationality law remains unchanged
Extension of the rent cap
Rejections of illegal immigrants at the border
Total withdrawal of benefits for job refusers
Reduction of electricity tax for companies
15 euro minimum wage
"Stable pensions"
Nationality law remains unchanged
Extension of the rent cap
Eckert's #MarketUpdate as of March 8, 2025, year-to-date returns on euro basis:
Dax: +15.6%
Swiss MSCI: +11.1%
Silver: +7.7%
Gold: +7.0%
FTSE100: +6.4%
Bunds: -1.0%
Treasury Bonds 7-10y: -1.1%
CSI300: -2.9%
MSCI World: -3.0%
Nikkei: -4.8%
S&P500: -5.6%
Nasdaq100: -8.3%
Bitcoin: -11.6%
Ether: -38,6%
Dax: +15.6%
Swiss MSCI: +11.1%
Silver: +7.7%
Gold: +7.0%
FTSE100: +6.4%
Bunds: -1.0%
Treasury Bonds 7-10y: -1.1%
CSI300: -2.9%
MSCI World: -3.0%
Nikkei: -4.8%
S&P500: -5.6%
Nasdaq100: -8.3%
Bitcoin: -11.6%
Ether: -38,6%
March 8, 2025 at 8:30 AM
Eckert's #MarketUpdate as of March 8, 2025, year-to-date returns on euro basis:
Dax: +15.6%
Swiss MSCI: +11.1%
Silver: +7.7%
Gold: +7.0%
FTSE100: +6.4%
Bunds: -1.0%
Treasury Bonds 7-10y: -1.1%
CSI300: -2.9%
MSCI World: -3.0%
Nikkei: -4.8%
S&P500: -5.6%
Nasdaq100: -8.3%
Bitcoin: -11.6%
Ether: -38,6%
Dax: +15.6%
Swiss MSCI: +11.1%
Silver: +7.7%
Gold: +7.0%
FTSE100: +6.4%
Bunds: -1.0%
Treasury Bonds 7-10y: -1.1%
CSI300: -2.9%
MSCI World: -3.0%
Nikkei: -4.8%
S&P500: -5.6%
Nasdaq100: -8.3%
Bitcoin: -11.6%
Ether: -38,6%
Eckert's #MarketUpdate as of March 2, 2025, year-to-date returns on euro basis:
Dax: +13.3%
Swiss MSCI: +12.1%
Gold: +9.7%
FTSE100: +9.4%
Silver: +7.9%
US Treasuries 7-10y: +3.5%
MSCI World: +1.9%
S&P500: +1.7%
Bunds: +0.8%
CSI300: +0.1%
Nikkei: -0.7%
Nasdaq100: -2.4%
Bitcoin: -9.2%
Ether: -33.7%
Dax: +13.3%
Swiss MSCI: +12.1%
Gold: +9.7%
FTSE100: +9.4%
Silver: +7.9%
US Treasuries 7-10y: +3.5%
MSCI World: +1.9%
S&P500: +1.7%
Bunds: +0.8%
CSI300: +0.1%
Nikkei: -0.7%
Nasdaq100: -2.4%
Bitcoin: -9.2%
Ether: -33.7%
March 2, 2025 at 10:33 AM
Eckert's #MarketUpdate as of March 2, 2025, year-to-date returns on euro basis:
Dax: +13.3%
Swiss MSCI: +12.1%
Gold: +9.7%
FTSE100: +9.4%
Silver: +7.9%
US Treasuries 7-10y: +3.5%
MSCI World: +1.9%
S&P500: +1.7%
Bunds: +0.8%
CSI300: +0.1%
Nikkei: -0.7%
Nasdaq100: -2.4%
Bitcoin: -9.2%
Ether: -33.7%
Dax: +13.3%
Swiss MSCI: +12.1%
Gold: +9.7%
FTSE100: +9.4%
Silver: +7.9%
US Treasuries 7-10y: +3.5%
MSCI World: +1.9%
S&P500: +1.7%
Bunds: +0.8%
CSI300: +0.1%
Nikkei: -0.7%
Nasdaq100: -2.4%
Bitcoin: -9.2%
Ether: -33.7%
Market Update as of 2/24/25 (Post-Federal Election 2025) Year-to-Date Returns in euro terms:
DAX: +12.6%
Gold: +12.4%
Switzerland MSCI: +11.6%
Silver: +10.8%
FTSE100: +7.4%
S&P500: +1.3%
US Treasuries: +1.3%
Nikkei: +1.2%
Nasdaq100: +1.1%
CSI300: +0.8%
Bunds: +0.2%
Bitcoin: -0.8%
DAX: +12.6%
Gold: +12.4%
Switzerland MSCI: +11.6%
Silver: +10.8%
FTSE100: +7.4%
S&P500: +1.3%
US Treasuries: +1.3%
Nikkei: +1.2%
Nasdaq100: +1.1%
CSI300: +0.8%
Bunds: +0.2%
Bitcoin: -0.8%
February 25, 2025 at 6:54 AM
Market Update as of 2/24/25 (Post-Federal Election 2025) Year-to-Date Returns in euro terms:
DAX: +12.6%
Gold: +12.4%
Switzerland MSCI: +11.6%
Silver: +10.8%
FTSE100: +7.4%
S&P500: +1.3%
US Treasuries: +1.3%
Nikkei: +1.2%
Nasdaq100: +1.1%
CSI300: +0.8%
Bunds: +0.2%
Bitcoin: -0.8%
DAX: +12.6%
Gold: +12.4%
Switzerland MSCI: +11.6%
Silver: +10.8%
FTSE100: +7.4%
S&P500: +1.3%
US Treasuries: +1.3%
Nikkei: +1.2%
Nasdaq100: +1.1%
CSI300: +0.8%
Bunds: +0.2%
Bitcoin: -0.8%
Euro, German stocks expected to rise after business-friendly CDUCSU wins federal election in Germany by a wide margin
February 24, 2025 at 6:40 AM
Euro, German stocks expected to rise after business-friendly CDUCSU wins federal election in Germany by a wide margin
What does Europe need to defend itself against Russia without US assistance? Bruegel and @kielinstitute calculate: 50 additional brigades (300,000 troops), >1400 new main battle tanks, 2000 infantry fighting vehicles & 2000 long-range drones annually. Cost: 250 billion euros per year. That's doable
February 21, 2025 at 8:46 AM
What does Europe need to defend itself against Russia without US assistance? Bruegel and @kielinstitute calculate: 50 additional brigades (300,000 troops), >1400 new main battle tanks, 2000 infantry fighting vehicles & 2000 long-range drones annually. Cost: 250 billion euros per year. That's doable