Michael A. Arouet (@michalarouet) 's Twitter Profile
Michael A. Arouet

@michalarouet

Compounding. Economy & politics, investing, charts and irony. No investment advice. Watch out my impersonators. I’m not on Telegram, Bluesky, Facebook etc.

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calendar_today16-02-2025 00:59:39

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Michael A. Arouet (@michaelaarouet) 's Twitter Profile Photo

France has always missed its official fiscal deficit forecast, always. In the past artificially low Eurozone interest rates helped offset it. With German debt bazooka sending European interest rates higher, the game becomes more challenging. Fingers crossed. Ht Daniel Kral

France has always missed its official fiscal deficit forecast, always. In the past artificially low Eurozone interest rates helped offset it. With German debt bazooka sending European interest rates higher, the game becomes more challenging. Fingers crossed.

Ht <a href="/DanielKral1/">Daniel Kral</a>
Michael A. Arouet (@michaelaarouet) 's Twitter Profile Photo

Proportion of each voter group by party and country who think that Russia is responsible for the war in Ukraine. It’s almost impossible to spot the outlier here. How are such variances even possible? Do people live in parallel universes within one country?

Proportion of each voter group by party and country who think that Russia is responsible for the war in Ukraine. It’s almost impossible to spot the outlier here. How are such variances even possible? Do people live in parallel universes within one country?
Michael A. Arouet (@michaelaarouet) 's Twitter Profile Photo

There is a new career path for wannabes who have never worked a single day in real jobs. They decide to become left green politicians and tell hard working people how they need to live their lives, and corporations how to run businesses. Results can be seen in various countries.

There is a new career path for wannabes who have never worked a single day in real jobs.

They decide to become left green politicians and tell hard working people how they need to live their lives, and corporations how to run businesses. Results can be seen in various countries.
Michael A. Arouet (@michaelaarouet) 's Twitter Profile Photo

Remember when few years ago Erdo asked Turkish patriots to sell their Dollars, Euros and Gold to buy Lira? Some of them really did. Cute, isn’t it?

Remember when few years ago Erdo asked Turkish patriots to sell their Dollars, Euros and Gold to buy Lira? Some of them really did. Cute, isn’t it?
Michael A. Arouet (@michaelaarouet) 's Twitter Profile Photo

4% for German 10-Year Bund would mean German mortgages at 5% to 6% and the burst of the epic German real estate bubble. It would also mean Italian, Spanish and French bonds yields at a level that could trigger the next Euro crisis. Good luck.

4% for German 10-Year Bund would mean German mortgages at 5% to 6% and the burst of the epic German real estate bubble. It would also mean Italian, Spanish and French bonds yields at a level that could trigger the next Euro crisis. Good luck.
Michael A. Arouet (@michaelaarouet) 's Twitter Profile Photo

Can someone please explain the logic behind it? If Canada caps its oil and gas production, another country will simply increase its production to meet global oil and gas demand.

Can someone please explain the logic behind it? If Canada caps its oil and gas production, another country will simply increase its production to meet global oil and gas demand.
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Prices in Spain are not real. Three tasty dishes, water and three glasses of decent red wine. This wouldn’t be even the tip in NYC. Make Europe Great Again, please help, go on holiday there 😁

Prices in Spain are not real. Three tasty dishes, water and three glasses of decent red wine. 

This wouldn’t be even the tip in NYC. Make Europe Great Again, please help, go on holiday there 😁