djnasdaq (34)in #investing • 8 days agoWhen the Bond Vigilantes Wake UpEconomist Chris Sims once described the Fed’s fight against inflation in the 1970s as “stepping on a rake.” The…djnasdaq (34)in #investing • 8 days agoFiscal History as a WarningThe United Kingdom offers a sobering precedent for what we are now witnessing in Germany. Historical budget data show…djnasdaq (34)in #investing • 17 days agoWhose banks are these, exactly?The Polish economic miracle story rests implicitly on the assumption of a functional, sovereign financial system - a…djnasdaq (34)in #globalmacro • 24 days agoSaturday thoughts about so called limited resourcesWhen the architecture is solid and the capital is fully deployed, but the system still breaks down in production -…djnasdaq (34)in #investing • last monthMost of What Gets Sold as "Trading Strategy" Is Just DecorationFlip a coin. Up a dollar on heads, down on tails. Do it a thousand times. That's a random walk and it's a better model…djnasdaq (34)in #deutschland • 2 months agoAusgeburten, made in GermanySeit Jahren wettert die AfD gegen “Abschaum”, “Untermenschen”, “Zecken” - Journalisten, Muslime, Migranten, alle, die…djnasdaq (34)in #investing • 2 months agoWhat David Gardner Looks for Before Buying a StockDavid Gardner has spent 3 decades identifying companies like Amazon, Nvidia, Netflix and Tesla long before they became…djnasdaq (34)in #investing • 2 months agoOne of the biggest misconceptions in investing is that interest rates drive financial markets.They don't. Collateral often matters far more. A few ideas that deserve more attention: The real risk in a loan…djnasdaq (34)in #deutschland • 2 months agoLauf-Gedanken - Juli 2026Heute früh vor dem Laufen wollte ich checken, wie mein Post zu Indien performt. Was ich stattdessen zu sehen bekam…djnasdaq (34)in #deutschland • 2 months agoLauf-Gedanken: Was mir heute Morgen auf LinkedIn und Facebook entgegenkamHeute früh vor dem Laufen wollte ich checken, wie mein Post zu Indien performt. Was ich stattdessen zu sehen bekam…djnasdaq (34)in #uzbekistan • 2 months agoEveryone’s bullish on Uzbekistan. Nobody’s watching the streetsEveryone modeling Uzbekistan right now is modeling the wrong variable. Analysts and economists have converged on a…djnasdaq (34)in #investing • 2 months agoWhat David Einhorn's Oxford Union Talk Actually Teaches About InvestingDavid Einhorn built Greenlight Capital from a two-man operation in a 130-square-foot office (faxed monthly results, a…djnasdaq (34)in #germany • 2 months agoGermany, India and the Question Nobody’s AskingSome of my acquaintances believe Germany’s way out of its current mess is a rerun of the postwar playbook: import…djnasdaq (34)in #investing • 2 months agoWill Washington weaponize its own debt?While running through the forests of Bavaria today, my thoughts drifted away from markets and toward a question that…djnasdaq (34)in #sweden • 2 months agoDer Staat, dein "Freund": What Sweden's Sterilization Program Should Teach Every Migrant Trusting EuropeWould you still call it a "friend" if it decided if you are allowed to have children? Every welfare state sells…djnasdaq (34)in #investing • 2 months agoAlmost every great investor broke the same ruleThe investing world spends extraordinary amounts of time trying to answer the wrong question. Investors search…djnasdaq (34)in #job • 2 months agoBasics of modern quiet quitting or sabotage dressed as apathyAnts have been running complex societies since the Late Cretaceous, tens of millions of years before a single primate…djnasdaq (34)in #deutschland • 2 months agoAbit-Wutrede in Robert-Stock-Gymnasium in HagenowEine Abiturientin hält eine Wutrede, sagt am Ende "F1ck1 euch einfach alle" – und plötzlich dreht sich die gesamte…djnasdaq (34)in #deutschland • 2 months agoWenn der Staat dich nicht gehen lassen will, beginnt der Zugriff oft beim FinanzamtWusstet ihr, dass die Rolle der Finanzämter im nationalsozialistischen Deutschland viel größer war, als die meisten…djnasdaq (34)in #germanlanguage • 3 months agoA Field Guide to German Mentality, Starring an Ex-Wife, a Nazi Fiancé and the Word “Fotze”Your German course spends months preparing you to order bread, ask for directions and politely explain that you would…