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Interesting #FT article on the growing interconnectedness within the private-equity industry. This may lead to problems down the way & may prove the nexus in the next financial crisis. The Private Equity Club: How Corporate Raiders Became Teams of Rivals ft.com/content/aec70a…


30k + 60k + 120k = knapp 200k - Hat Blümel bei der Rechnung geholfen?

Darüber hinaus wird es auch jeweils Prämien für die Erreichung einer Impfquote von 80%, 85% & 90% in den Gemeinden geben. Diese Prämien können dann vor Ort direkt für Investitionen und Projekte genutzt werden.



Insightful take on the inflation setup. nytimes.com/2021/12/16/opi…


ThS Umlauft Reposted

Kurz: „ÖFB-Team wird bis Ende Juni doch noch weiterkommen“ #ITAAUT

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ThS Umlauft Reposted

The US stock-bond correlation is at multi-year highs (SPY = S&P 500, IEF = 7-10yr Treasury prices).

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This could get interesting...

Did Elon just decide to sell the rest of Tesla's BTC holdings?!?🤷🏻‍♂️

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ThS Umlauft Reposted

Interesting chart.

This chart is provided by Ron Griess (@TheChartmeister) showing the Dow from the 1929 high adjusted for the growth in M2. Wow. Just wow.

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ThS Umlauft Reposted

There is a bull market in people mistaking luck for skill.


This is a bazinga, right?

This chart is provided by Ron Griess (@TheChartmeister) showing the Dow from the 1929 high adjusted for the growth in M2. Wow. Just wow.

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Almost comical how Cathie Wood has no clue whatsoever.

Explaining why #Tesla decided against using LiDAR initially and now is moving away from radar in favor of eight camera eyes!



ThS Umlauft Reposted
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ThS Umlauft Reposted

Ich würde mir um Kinder ja deutlich mehr Sorgen machen, wenn Scheuer, Klöckner und Spahn Minister blieben, als wenn Annalena Baerbock ihre Mutter wäre, aber ich bin natürlich auch keine Politik-Expertin.


ThS Umlauft Reposted

Nein, @WolfgangMueckst, das entscheidest Du. Das ist Dein Job.

Explaining why #Tesla decided against using LiDAR initially and now is moving away from radar in favor of eight camera eyes!



ThS Umlauft Reposted

The equity risk premium (ERP) is the price of risk in equity markets, the receptacle for all our fears. Each year, since 2008, I have updated a paper that includes everything I know about ERP. (Warning: It is 130 pages long...) Here is the 2021 version: bit.ly/2QQd3bB

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ThS Umlauft Reposted

An industry of clowns

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Yeah, right...8)

Good luck but it appears @CathieDWood and @ARKInvest have done very rigorous studies on equity valuations going back to 1800s 😉 twitter.com/CathieDWood/st…



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