@hoerpi.bsky.social
This is more business than politics though. Selling treasuries as a European pension manager made total sense in 2025. But still good.
January 22, 2026 at 7:23 AM
This is more business than politics though. Selling treasuries as a European pension manager made total sense in 2025. But still good.
It's not good for ther public image if they speak their mind and it becomes public how out of touch many of them are.
January 21, 2026 at 4:18 PM
It's not good for ther public image if they speak their mind and it becomes public how out of touch many of them are.
We need fewer hours of trading, not more.
January 19, 2026 at 9:33 PM
We need fewer hours of trading, not more.
While I do understand there is indeed disruption going on, isn't some of these moves a bit overdone? When you reach 15x ebit and fcf multiples I feel that the market overestimate the speed of change at enterprises.
January 19, 2026 at 2:24 PM
While I do understand there is indeed disruption going on, isn't some of these moves a bit overdone? When you reach 15x ebit and fcf multiples I feel that the market overestimate the speed of change at enterprises.
RIP NATO :( and we just joined lol. Who will make a treaty with the US now?
January 17, 2026 at 5:57 PM
RIP NATO :( and we just joined lol. Who will make a treaty with the US now?
I wonder if it's time to talk about adding a VAT in the US? It's a progressive tax (in the most common scenario) that work quite well.
January 14, 2026 at 11:22 AM
I wonder if it's time to talk about adding a VAT in the US? It's a progressive tax (in the most common scenario) that work quite well.
Yeah, for no real growth, and no clear growth trajectory in sight near term a re-rating was necessary. Have come up some on a not as bad report as feared and Elliott. Probably not a very good short here at least.
January 1, 2026 at 2:23 PM
Yeah, for no real growth, and no clear growth trajectory in sight near term a re-rating was necessary. Have come up some on a not as bad report as feared and Elliott. Probably not a very good short here at least.
Lulu is more about not performing well in the US on a revenue level, not a margin squeeze. With both Alo and tons of cheaper brands around they have had issues finding as brand. Still amazing that there isn't an ABC pant for women.
January 1, 2026 at 8:50 AM
Lulu is more about not performing well in the US on a revenue level, not a margin squeeze. With both Alo and tons of cheaper brands around they have had issues finding as brand. Still amazing that there isn't an ABC pant for women.
It's so lame that they have changed the way the fighting is done as much as they have vs the books. He always uses cheap tricks to never have a prolonged fight and minimises risks. The series would really benefit from less fighting because that's not what makes the books good.
December 28, 2025 at 5:43 PM
It's so lame that they have changed the way the fighting is done as much as they have vs the books. He always uses cheap tricks to never have a prolonged fight and minimises risks. The series would really benefit from less fighting because that's not what makes the books good.
It's either 1 or 2 I would guess, will have to go with 1.
December 27, 2025 at 10:42 PM
It's either 1 or 2 I would guess, will have to go with 1.
It says just that in the article? That people are criticizing the DoJ for not releasing the full cache.
December 20, 2025 at 3:29 PM
It says just that in the article? That people are criticizing the DoJ for not releasing the full cache.
Good for tourism.
December 10, 2025 at 2:40 PM
Good for tourism.
Someone took it at face value.
December 9, 2025 at 8:54 AM
Someone took it at face value.
Using 2035 EBITDA as the basis for implied multiple is batshit crazy.
December 8, 2025 at 7:00 PM
Using 2035 EBITDA as the basis for implied multiple is batshit crazy.
Väldigt stockholmscentrerad åsikt. Känns snarare som att vi borde normalisera mer svenska på arbetsplatserna för att göra det lättare för icke svensktalande att komma in i samhället.
December 1, 2025 at 9:25 AM
Väldigt stockholmscentrerad åsikt. Känns snarare som att vi borde normalisera mer svenska på arbetsplatserna för att göra det lättare för icke svensktalande att komma in i samhället.
Feel bad for retail pouring money into private markets here. If you can't do co-investments the fees will eliminate the chance of beating public markets.
November 24, 2025 at 7:02 AM
Feel bad for retail pouring money into private markets here. If you can't do co-investments the fees will eliminate the chance of beating public markets.
Aldrig förstått hur de lyckats locka så många småsparare, extremt komplicerad produkt och marknad.
November 18, 2025 at 1:44 PM
Aldrig förstått hur de lyckats locka så många småsparare, extremt komplicerad produkt och marknad.
Tyvärr är det alldeles för lätt att locka med folk när alla drömmer om det snabba klippet. Ingen drömmer om 10-12% om året.
November 18, 2025 at 12:43 PM
Tyvärr är det alldeles för lätt att locka med folk när alla drömmer om det snabba klippet. Ingen drömmer om 10-12% om året.
Sometimes it becomes very obvious where in the K shaped economy the finance community is, and that some of us is out of touch with the general public.
November 18, 2025 at 11:50 AM
Sometimes it becomes very obvious where in the K shaped economy the finance community is, and that some of us is out of touch with the general public.
Typing "JP Morgan, Chase" is wild, the merger was a while ago now.
November 14, 2025 at 4:21 PM
Typing "JP Morgan, Chase" is wild, the merger was a while ago now.
The funny thing with all these own evergreen vehicles for PC and PE is that they will show that the returns are far from the IRR touted by the fund managers. Especially when you take the cash component and non instan reinvestment into consideration
November 14, 2025 at 4:19 PM
The funny thing with all these own evergreen vehicles for PC and PE is that they will show that the returns are far from the IRR touted by the fund managers. Especially when you take the cash component and non instan reinvestment into consideration
It's so weird that they say that they only want to do M&A in weight loss and insuline. I mean, this is your chance to broaden your portfolio.
November 14, 2025 at 10:37 AM
It's so weird that they say that they only want to do M&A in weight loss and insuline. I mean, this is your chance to broaden your portfolio.
+1! And they are geographically closer than Australia that's been a fun addition. And we get one more country that can beat UK.
November 12, 2025 at 9:24 PM
+1! And they are geographically closer than Australia that's been a fun addition. And we get one more country that can beat UK.
IS there a simple way to track incorporations? Since companies based in e.g. Texas and Nevada is non investable it would be nice to track this easily.
November 12, 2025 at 2:36 PM
IS there a simple way to track incorporations? Since companies based in e.g. Texas and Nevada is non investable it would be nice to track this easily.