@Homberger_A

Economics and Financial Markets

Joined December 2020
  • Tweets22.8K
  • Following239
  • Followers537
Food for thought wsj.com/finance/investing/an…

Anthropic’s ‘Adjusted’ Profit Exposes Wall Street’s Earnings Game

The AI developer’s losses were the flip side of the big gains for Amazon and Alphabet.

wsj.com
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Andreas Homberger retweeted
Ulrich Berger@VARulleOct 26
Aus aktuellem Anlass ein kleines Beispiel aus Mikroökonomik: Toyz produziert Spielzeugautos und verkauft sie im Shop um € 5 pro Stück. Die Regierung findet das zu teuer und will, dass die Kunden höchstens € 3 dafür bezahlen müssen. Was kann sie nun tun? 1/5
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Beim ersten Versuch mit dem Mietendeckel in Berlin hat sich das Angebot an inserierten Mietwohnungen ruck zuck halbiert.
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I would bet against this statement "This time is different" are expensive terms in financial markets.
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Not a good sign
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US has much higher debt costs that all other countries on the list.
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Another area where China and Asia lead. Interestingly, many European countries are ahead of the USA.
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Aus heutiger Sicht es es denkbar, dass in der Amtszeit KKS beide Schweizer Grossbanken von der Bildfläche verschwinden.
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AI development slowdown
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Production costs of VW (from Bild). Hard to compete.
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BS baut nach AR am wenigsten Wohnungen in CH. Regulierung und Bürokratie funktionieren. bazonline.ch/wohnungsbau-bas…

Schweizweites Ranking: Nur Appenzell Ausserrhoden baut noch weniger als Basel-Stadt

Nur rund 400 neue Wohnungen pro Jahr – warum der Stadtkanton so schlecht abschneidet und was die Behörden dazu sagen.

bazonline.ch
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This is a clear disadvantage for the US with its high leverage.
Financial Times
@FTSep 10
The gap between benchmark borrowing costs in the US and China has reached its widest level ever, threatening to accelerate a shift in capital flows between the world’s two biggest economies. ft.trib.al/ErVDopv
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The US needs a lot of money: 1. Government deficit (5-8% of GDP) 2. Private (close to alltime low) 3. Companies (Capex) One (likely) source is external (from abroad) financing. But it means large capital imports and by implication a (big) current account deficit.
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No rare earths no jets. Who holds the cards?
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Biggest budget deficit ever. Income from tariffs: negative.
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5Y performance (in LC) through 31.07.2026: - MSCI EMU: 65% - MSCI USA: 75% - European Banks: 321% - Mag 7: 189% - Semis: 256% PE European banks: 11. Conclusion: hype vs. reality & the stock market is not the economy.
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Interessante Taktik von Vollering und Reusser. Hoffentlich gewinnt KN am Ende die Tour.
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Models and applications are the driver of all the CAPEX and the high margins in the other areas.
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Question to AI specialists: why did the token price index from Silicon Data go down by around 15 yesterday?
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The US becomes more and more protectionist. Short term gain (maybe), long-term pain (for sure).
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