hervevancaloen @hervevancaloen
Hervé van Caloen International Portfolio manager I travel too much to be a globalist mercatorinvestments.com Greenwich, CT Joined May 2022-
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The face of evil looks so friendly. How can anybody rejoice at killing innocent people? This man and his family was gleeful for having murdered many people, including women and children.
The face of evil looks so friendly. How can anybody rejoice at killing innocent people? This man and his family was gleeful for having murdered many people, including women and children.
Good. India should help end the war in Ukraine and not support Russia in its criminal effort. Stop buying Russian oil.
Good. India should help end the war in Ukraine and not support Russia in its criminal effort. Stop buying Russian oil.
Good riddance to globalization. Here is what I wrote 2 years ago. #Finance #Globalization #international #investments #geopolitics mercatormutualfunds.com/good-riddance-…
France is about to have a breakdown. That is what happens when a system is too rigid. Because France is unable to change, it so often resorts to revolutions. September will be a hot month. Tabula rasa?
$SPOT $AAPL For once, the EU was right to regulate against obvious monopolistic behavior by Apple. Charging Spotify 30% of its revenues from the Apple ecosystem and then making subscriptions to the iPhone Music store 30% cheaper. Spotify’s yearslong rebellion against an App…
Europe's main economic problem is a lack of risk taking. Socialism takes care of you from cradle to grave. As long as people are satisfied drinking beer, watching football (soccer) and a trip to the French Riviera every year, why take risks in life? As a result, there is no…
Japan's JGB yield is going up and up. Japan's Central Bank is the biggest owner of these bonds. I am not an economist, but these huge losses at the Central Bank means that, at the least, the Central Bank will not have profits to help pay the deficit for a while, no?
Wishful thinking? Maybe. Nobody seems to know what really goes on in China, but the disappearance of Xi's allies in the military is intriguing.
Wishful thinking? Maybe. Nobody seems to know what really goes on in China, but the disappearance of Xi's allies in the military is intriguing.
The debate about China's economic viability is so reminiscent of when pundits told us that the Soviet economy was vibrant. The few people who pointed out that the Soviet communist system was overrated and not sustainable were similarly ridiculed. Reagan pushed them into…
The debate about China's economic viability is so reminiscent of when pundits told us that the Soviet economy was vibrant. The few people who pointed out that the Soviet communist system was overrated and not sustainable were similarly ridiculed. Reagan pushed them into…
Somaliland's constitution names Islam as the national religion, not the state religion. That distinction, almost unheard of in the region, creates space for pluralism. americanmind.org/salvo/why-soma…
$BYDDY $GELYF Battery companies are making all the profits. Chinese electric car companies are all losing money. The price of dominating the global EV market at all cost.
$RKLB Rocket Lab is New Zealand's response to Elon Musk's SpaceX. A very successful rocket company. finance.yahoo.com/news/rocket-la…
European media ignores any information on the US that does not conform with their socialist views. European media feeds their readers and viewers with constant anti American opinions. No wonder Europeans have such a negative view of America and capitalism. x.com/PeterSweden7/s…
European media ignores any information on the US that does not conform with their socialist views. European media feeds their readers and viewers with constant anti American opinions. No wonder Europeans have such a negative view of America and capitalism. x.com/PeterSweden7/s…
$WOSG.L The market does not understand the pricing power of watch makers. This is the most undervalued stock in the UK. Watches of Switzerland Shares Jump on Confirmed Targets wsj.com/business/retai… via @WSJ
Demographics are destiny.
Finally. But can he deliver?
Finally. But can he deliver?
If Jordan Bardella becomes the next Prime Minister, will Marine LePen become the next President?
If Jordan Bardella becomes the next Prime Minister, will Marine LePen become the next President?
$FNMA $FMCC #Economics #housing The housing market is suffering from people stuck with low mortgages, often below 4%. The solution? GO DUTCH, that is let people transfer their mortgage to a new home. This would give the housing market a huge bump.
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Michael A. Arouet @MichaelAArouest
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Gary Antonacci @GaryAntonacci
6K Followers 547 Following Researcher, investment model developer, public speaker, tweets and retweets not investment advice, author of Dual Momentum Investing https://t.co/MCbvHLosWp
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1K Followers 760 Following I'm not here for idle chat.....or childish behavior. With that being said, If you message me and I don't respond, don't take it personally.
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40K Followers 489 Following Europe Early Edition brings you analysis across asset classes and time zones to link the US, Asian and Middle East trade to what comes next in Europe.
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Belgian Red Devils @BelRedDevils
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Bloomberg Markets @markets
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