The European View (@tev_blog) 's Twitter Profile
The European View

@tev_blog

optimist | private investor | fortune cookie | lawyer | blogger | liberal but probably not part of your bubble | theeuropeanview.substack.com

ID: 1140234958549766149

linkhttp://www.theeuropeanview.com calendar_today16-06-2019 12:29:33

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Tracy Alloway (@tracyalloway) 's Twitter Profile Photo

Prices on everything from semiconductors to Rolexes, Yeezys, copper, shipping rates, Bored Apes & more are rolling over. bloomberg.com/news/articles/… with Joe Weisenthal

Prices on everything from semiconductors to Rolexes, Yeezys, copper, shipping rates, Bored Apes & more are rolling over.

bloomberg.com/news/articles/… with <a href="/TheStalwart/">Joe Weisenthal</a>
Anton Barbashin (@abarbashin) 's Twitter Profile Photo

Automobile manufacturing in Russia (thousands) Dec 2021: 126,0 Jan 2022: 95,1 Feb 2022: 108,0 Mar 2022: 40,9 Apr 2022: 19,9 May 2022: 3,7 Out of 24 plants operational before February 24, only two left.

The European View (@tev_blog) 's Twitter Profile Photo

In the end, all the references that this is the worst H1 in S&P 500's 60yr history will be seen as a great example of recency bias. I keep buying. And when I will refer to this period and me who kept buying all the time they will call it hindsight bias. :)

The European View (@tev_blog) 's Twitter Profile Photo

I rarely post new blog posts on X but when I do, it is because I like the topic so much. theeuropeanview.com/how-antifragil…

The European View (@tev_blog) 's Twitter Profile Photo

My portfolio is now also 6% underwater, which I think is still quite humane because broader indices such as the S&P 500 and NASDAQ, are down significantly more at minus 9% and minus 13%. I am also escaping this platform and joined substack. theeuropeanview.substack.com/p/stock-market…

The European View (@tev_blog) 's Twitter Profile Photo

Due to the currently strained political relationship between the U.S. and Europe, many European nations have realized that moral values cannot be defended by simply pointing fingers and relying on their "big brother," the United States, ie, investment opportunities everywhere.

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Just my personal opinion, based on my subjective experiences in past stock market crises: the stocks that fell the least – and looked the least like bargains – have often turned out to be the best long-term investments. Sometimes the best buys are the ones that don't look cheap.

The European View (@tev_blog) 's Twitter Profile Photo

China imposes extra 84% tariff on US goods. I have difficulties understanding how the USA, in its current socio-political situation, intends to win such a test of economic strength with China.

The European View (@tev_blog) 's Twitter Profile Photo

Lass uns Dinge verbieten und regulieren, wenn wir sie nicht brauchen, aber dann wieder erlauben, wenn sie uns fehlen. Komfortzonenpolitik in a nutshell.