Dinge, die man nicht i.d.R. nicht am Beginn eines Bull Markets hört: "..a cohort of the world's largest asset managers is leaning harder into the rally in risk assets..The high octane wager is that while Trump is threatening to disrupt the economic order, he will step back

Die Amerikaner demontieren sich unter Führung von Trump eigenhändig und die Märkte so:🙈🙉🙊 Ein böses Erwachen mit Ansage steht bevor.

A leisurely Weekend trip to Scotland. Golf, Whisky and Coffee with Ursula. #VonDerLeyen #TrumpCircus

so, the takeaway here is: US equity markets can continue their climb from one all time high to the next as "trades hopes" become a perpetual Investment case with every funny trade deal that keeps endlessly negotiated due to "misunderstandings" and "misinterpretations"

Wer schliesst freiwillig solche Deals ab? #vonderLeyen #EU #TradeDeal

$1.4B Fartcoin is what you get when the "risk free" asset underpinning the entire banking & currency system is a bond issued by an insolvent govt w/debt of 7x revenues, off-bal sheet liabs of 20-30x revenues, peacetime deficits of 7% of GDP, that has not run a surplus in 24 yrs🤷‍♂️

Diese Zoll Saga entwickelt sich zum orientalischen Basar: jedes Land wackelt mit einem Lieblingsprodukt ins Weisse Haus. French seek US tariff exemption for champagne and other drinks - on.ft.com/4oi3eyq via Financial Times

Nvidia - This will go down as one of the most significant downfalls in the history of passive investing. All the monkeys are in one tree. Nearly 8% of everyone's 401K is crammed into $NVDA, with nowhere near the energy infrastructure buildout to support the growth assumptions.

Data centers may end up being the biggest missallocation of capital in human history (bigger even than windmills). Trillions to tweek order of videos in reels, or spy on you to better target adds

In 1930, Ethelbert Stewart — Commissioner of Labor Statistics "widely recognized as the foremost analyst of labor conditions in the United States" — was "retired" by President Hoover. His offense? Challenging the administration’s false claims about employment. History rhymes.

Wahrscheinlich das kleinste Problem für die Schweiz. Es hat genug Käufer weltweit. 🤦🏻‍♂️ #TradeWar US hits one-kilo gold bars with tariffs in blow to refining hub Switzerland - on.ft.com/3UiFgVO via Financial Times

Die Frage ist ja eigentlich: wann wachen die Märkte aus ihrem Tiefschlaf auf und reagieren? Der Irrsinn dieser Administration kennt keine Grenzen. Trump opens door to Nvidia selling advanced AI chips to China for a fee - on.ft.com/47mrol1 via Financial Times

🇺🇸 und 🇨🇳 neutralisieren sich gegenseitig. Grossartig.

Die Anti-ESG Welle erreicht die Schweiz - Zeit für einen Realitätscheck linkedin.com/pulse/die-anti… via LinkedIn

Chairman Mao touts his state-run economy

Survival is the first alpha. Adaptation is the second. Time is the third.

“Gold is tactically ‘overbought’ but structurally ‘under-owned’; gold = 0.4% of private client AUM, 2.4% of institutional AUM.” #BOFA

Man hat sich daran gewöhnt: immer wenn irgendwo in der grossen weiten Finanzwelt eine 💣 explodiert, ist eine 🇨🇭Bank dabei. Und auch klar ist, dass die UBS bei der nächsten Finanzkrise, die bereits um die Ecke lauert, ein Problem wird. UBS fund holds 30% exposure linked to

Think I figured out why gold goes up every day. Listen to this👇👇 W-O-W!!