Cees Smit (@ceessmit) header
Cees Smit (@ceessmit) profile picture

Een zeer ervaren Actieve en tegendraadse #belegger (vanaf '86). Partner @TodaysGroup, Vermogensbeheer, Advies en regie. Today's Brokers- DMA Europe (#beleggen).

Nederland
Joined November 2009
Photo by Cees Smit (@ceessmit)Photo by Cees Smit (@ceessmit)Photo by Cees Smit (@ceessmit)Photo by Cees Smit (@ceessmit)Photo by Cees Smit (@ceessmit)Photo by Cees Smit (@ceessmit)Photo by Cees Smit (@ceessmit)Photo by Cees Smit (@ceessmit)Photo by Cees Smit (@ceessmit)Photo by Cees Smit (@ceessmit)
Cees Smit retweeted
- Om 05:00 uur Nederlandse tijd is duidelijk dat de Democraten zowel het Huis als de Senaat heroveren op de Republikeinen. Nog niet alle uitslagen zijn binnen.
Trump dag 653: Democraten winnen Huis en Senaat in ‘blauwe tsunami’; zelfs zetel Graham gaat naar Democraten, Trump zegt met Democraten te willen samenwerken en dreigt met veto’s, relatief rustige verkiezingsdag met weinig incidenten: reportersonline.nl/trump-dag…
17
12
2
156
6,045
Cees Smit retweeted
Ladies and gentlemen! The president of the United States 🇺🇸
3,453
4,953
363
16,283
1,606,456
It’s happening: $AAOI: -16.67% $SNDK: -15.08% $COHR: -13.12% $AMD: -12.90% $DELL: -12.89% $MRVL: -12.63% $NBIS: -12.15% $CRWV: -11.24% $LITE: -10.86% $ANET: -9.22% $SMCI: -8.38% $NVDA: -5.61%
The AI bubble might soon be popping: $NBIS: -10.44% $DELL: -8.67% $AAOI: -8.62% $COHR: -8.56% $CRWV: -8.09% $LITE: -7.99% $SMCI: -7.50% $SNDK: -6.99% $ANET: -6.92% $AMD: -5.54% $MRVL: -5.48% $NVDA: -2.68%
145
503
69
3,591
238,777
Cees Smit retweeted
Miljardenhack aan de gang bij @binance Bitcoin duikt onder 80k
We are aware of differing figures circulating publicly regarding the amount frozen, including references to $1.8 billion. For clarity, the current verified total frozen is $2.54 billion. This figure may continue to increase as our teams work closely with law enforcement, issuers, blockchain intelligence firms and industry partners to trace and freeze additional assets. We will only share confirmed figures and will provide further updates as more verified information becomes available.
3
2
18
2,917
Cees Smit retweeted
European natural gas prices keep rising, but the spread between Asian JKM and European TTF is widening too That means the bidding war between Europe and Asia has started. As I’ve been saying for a while:this is when the rise in TTF really starts to accelerate.Europe, buckle up.
Today, TTF hit its highest natural gas price of 2026. The chart shows the spread between natural gas prices in Europe and Asia. What stands out is that the bidding war has not even started yet.
9
37
4
165
11,983
Mooie cijfers ASM. Blijft hard gaan daar. 2030 doelen volgend jaar al bereikt. Plus 300 mln SBB.
1
2
25
3,574
Anthropic naar de beurs: tien vragen en antwoorden over een van de grootste AI-beursgangen ooit ANT Anthropic komt eraan. Hier lees je alles over de aanstaande beursgang: - hoeveel geld nodig - hoeveel geld verbranden ze - wat zijn de grootste risico's - hoe gevaarlijk is de deal met Musk deaandeelhouder.nl/columns/a…
1
2
3
2,761
Cees Smit retweeted
Brazilië ETF van iShares keldert in nachtelijke handel met 20% na overwinning Lula
8
6
2
60
7,260
Volgens Torsten Slok van Apollo zijn er nog geen tekenen dat AI de productiviteit verbetert
4
2
1
24
3,889
Cees Smit retweeted
Breaking news: Tesla’s quarterly profits declined on weakening sales of both its automotive and energy storage businesses, a day after Elon Musk said it would be a 'good idea' to merge the carmaker with SpaceX. ft.trib.al/T3KiEdm
47
159
16
440
42,341
Cees Smit retweeted
BREAKING 🚨: Housing Market Pending Home Sales plunge to lowest level in history 📉 📉
86
461
93
2,694
317,254
Worse than 2008 Probably nothing ..
Stunning. Pending home sales in the US fell to an all-time low in September
52
1
305
14,393
Zelensky is a Genius: Trump: "I'm buying oil from Putin, which will help fund the war against Ukraine." Zelensky: "Ok then I'm blowing up all the Yandex Data centers in Russia, which host the bot Traffic that Putin uses to Help Trump cause chaos in the US elections. Checkmate!"
2,211
15,625
641
96,029
4,849,427
Cees Smit retweeted
Dated Brent 20-day MA at an all-time high. The April spike was brief. This time, oil has stayed elevated for much longer. Physical Brent is now above $130, so the 20-day MA, currently at $125.60, will keep moving higher for a while.
I remain heavily overweight oil stocks. At some point, refined-product prices will push the global economy into recession. But not yet. My key signal is global money supply. See the chart. As long as it rises, economic activity is growing.
9
35
3
198
40,595
Cees Smit retweeted
"The Black Swan" author Nassim Taleb warned that a pullback in demand for US Treasuries risks creating a fault line across markets, potentially hurting a record-beating stock rally bloomberg.com/news/articles/…
13
53
8
173
41,494
Robot units are now leading the way in many battles around the globe whilst human soliders follow behind..
216
1,246
309
12,316
4,177,174
OUCH! SpaceX’s credit-risk gauge hits a fresh record amid reports of new borrowing. CDS pricing implies a roughly 15% probability of default by end-2031, assuming a 40% recovery rate. bloomberg.com/news/articles/…
25
74
10
315
24,949
BREAKING: Venezuela's Cardon Oil refinery, the country's second largest at 310,000 barrels per day, has just unexpectedly exploded and caught fire, forcing a full shutdown. The fire started at a gas line connecting the refinery's diesel hydrotreater and halted the whole plant, including the boilers, eight sources told Reuters.
584
2,155
418
7,713
955,366