Taxes 1: $MSFT - tax on computing $V/ $MA - tax on consumption $VRSN - tax on the internet $ICE, $CME $CBOE $MXTX - tax on the concept of a market $MASI - tax on sickness $ADBE - tax on digital creativity $MSCI / $SPGI - tax on passive investing $MCO $SPGI - tax on corp. debt

1/ Thread on $AON AON is primarily an insurance broker which is, admittedly, not an exciting business. However, every single company in this "boring" industry has handily outperformed $SPY in almost every time frame. Curious now? Let's dive into the business then

We konden het bijna niet geloven toen wij een bericht kregen van Jos Baart die zei dat Europa's grootste uil, de oehoe, een nest had gemaakt in de plantenbak voor zijn raam. Dat niet alleen, ze heeft ook al drie kuikens uitgebroed! Hoor hier meer over: bnnvara.nl/vroegevogels/a…

Heerlijke column waarin De Telegraaf-columniste Annemarie van Gaal loeihard uithaalt naar het zooitje incompetente, gevoelloze wereldvreemde prutsers in Brussel "In tijden van crisis hoeven we niet op de EU te rekenen"

1/ It is good to be Stephane Bancel, CEO of Moderna. He gets to go on CNBC and pump interim Phase I partial data on a rona vaccine. Let's have a closer look. $MRNA x.com/CNBC/status/12…

So far during the COVID-19 crisis Facebook $FB : - launched Shop to bring more business online - launched new videoconferencing features - acquired Giphy - invested 5.7bn in India's Jio platform - launched Discover to expand internet access

Two tweets from the same day in October.

Volle Dam bij racismeprotest, geen anderhalvemeterboetes uitgedeeld - nos.nl/l/2335843 Hoe valt dit nog uit te leggen aan burgers die wel voor schending vd 1.5 meter worden beboet? Juridisch kunnen zij boete aanvechten ogv willekeurig handhaven vd corona-regels.

A 60/40 portfolio is at an all-time high. I wrote about why automation is an investor's best friend. theirrelevantinvestor.com/2020/06/05/aut…

A guy on reddit reversed engineered #TikTok Here’s what he found on the data it collects on you It’s far worse than just stealing what’s on your clipboard:

I have a FAVOR to ask of you all. I'm hiring a team to expand the podcast. Our mission is to capture and share the world's business and investing knowledge I'd love you to take this 5-min survey, which will help us decide what to focus on. Thank you!! investlikethebest.typeform.com/to/MRDk860t

#Stocks have not been this attractive compared to US #Treasuries since the 1940s!

I think this is an interesting discussion. 60/40 worked well for so many years because you could get actual returns from bonds. But today's environment moves them from (as James Grant put it) "Risk-free returns" to "Return-free risks." What are advisors using to replace bonds?

$FB boycott has ended. Solution has made it harder to compete with $FB and given brands less choice. Well done! ft.com/content/d7957f…

This is, far and away, the best shareholder letter I've ever read. I don't say that lightly. It is Jeff Bezos' last as CEO of Amazon. Read it until the very end. There are some real and profound lessons in there. aboutamazon.com/news/company-n…

De nieuwe BeursTalk is uit, met de gewaardeerde gasten @ldaalder (BlackRock) en Reinder Wietsma (IBS Capital Allies). O.a. over recessie of niet, #Philips #Ebusco #Fastned #PepsiCo. Geniet van de podcast! #podcast #Beleggen beurstalk.com/podcast/waar-v…

I'm German. 16 years ago, the EU and US economies were neck and neck. Today, the US economy is 50% larger than the entire EU combined. Here's the devastating truth behind Europe's ongoing economic suicide 🧵:

🇬🇧 The recent capital gains tax increase in the UK was expected to bring additional tax revenue. Instead, high-net-worth individuals and families are leaving the country, leading to a 10% fall in net capital gains tax revenue. Welcome to the Laffer curve, suckers.

Javier Milei has lowered Argentina’s monthly inflation rate from 26% to just 1.5% The economy grew 7.6% in Q2 YoY Never forget… the media and professional class labeled him a dangerous “far-right” lunatic because he wanted to cut spending.