Francisco d'Anconia @SpreadCall
🇧🇪 commodity trader in 🇨🇭 Zug, Switzerland Joined February 2022-
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"Klimaatbeleid krijgt krachtige tegenwind van kerende tijdgeest" - Mijn nieuwste stuk voor Elsevier: ewmagazine.nl/buitenland/opi… @ewmagazinenl
De nieuwe staatsbon, die moet banken aanzetten om u een hogere intrest te geven op uw spaargeld. Maar zorgt die staatsbon ook voor budgettaire risico’s? En wat is de economische impact? En de politieke? Een draadje. Met wat cijfers. En vooral ook, met wat vragen… 1/
You know what doesn't require "transform[ing] the North Sea into Europe's largest green power plant"? Keeping all the reactors at your two nuclear plants open and building about 4 more reactors. Then you're done.
"The world’s rice bowl is cracking." "Global rice demand—in Africa as well as Asia—is soaring. Yet yields are stagnating. The land, water and labour that rice production requires are becoming scarcer." Brilliant piece by @ivishiknew. economist.com/asia/2023/03/2…
Bravo to Powell for standing up to the vocal minority trying to use the Fed as a vehicle to implement their political goals.
Bravo to Powell for standing up to the vocal minority trying to use the Fed as a vehicle to implement their political goals.
Good Morning from #Germany which contributed a record net €25bn to EU budget in 2021, acc to calculations by dpa, a significant increase from €19.4bn in 2020 & more than twice as much as French contribution of €12.4bn. Italy contributed €3.2bn, <15% of what Berlin gave for EU
Feiten en leugens. 'Factcheckers' weten ze vlot te onderscheiden. Maar wie zijn deze mensen zelf? Wat is hun achtergrond en drijfveer, hun politieke opvatting? 'Feiten' die 'feiten' kleuren.
Via @Trends_be: 'Misschien nemen we de begroting nu wel ernstig' trends.knack.be/s/r/c/1915737 Ik vrees er voor, het hele gedoe deze week ging over 0,3% bbp, en dus niet over: - het tekort van 5,8% dat er al is - de enorme toekomstige uitdagingen - de gemiste hervormingen...
Activism is a way for useless people to feel important, even if the consequences of their activism are counterproductive for those they claim to be helping and damaging to the fabric of society as a whole.
Rule No 1: don’t play in commodities if they are not your circle of competence. Soft commodities? They can make u look like a fool very quickly. @agnostoxxx says: don’t do anything stupid.
Rule No 1: don’t play in commodities if they are not your circle of competence. Soft commodities? They can make u look like a fool very quickly. @agnostoxxx says: don’t do anything stupid.
COLUMN: "Let’s not kid ourselves. Oil companies are doing what we told them to do: Spend less on fossil fuel production. From green philanthropists to big Wall Street investors, the message has been nearly unanimous." | via @opinion bloomberg.com/opinion/articl…
Deflation where?
1/ It was only months ago that a leader of a G7 democracy granted himself temporary dictatorial powers, retroactively made protesting against his policies illegal, froze the bank accounts of dissidents with no due process, and jailed organizers of an opposition movement.
@Samir53193117 @KlaasKnot Ik ook niet. Ook niet over het feit dat de inflatie al 7,5% was voor de invasie van Rusland in Oekraïne. Maar is nu “ water under the bridge”.
Moeten we wachten tot de Titanic gezonken is voor zaken echt worden aangepakt? tijd.be/opinie/comment…
The collapse in European gas prices isn't about an abudance of gas. It's about lack of storage. Nothing about the fall in gas prices - whether in spot (white) or one year ahead (orange) - makes things in February or next winter easier. Because we can't store all this cheap gas...
Euro is above parity for the first time in a month. Reasons given: (i) Dollar weakness as the Fed signals dovish pivot; (ii) falling gas prices in Europe; (iii) fatigue with the Euro down story; (iv) lots of lazy Dollar long positioning. It's all nonsense. Euro will keep falling.
@Jinek_RTL Deze man toont op een expliciete manier dat hij geen gesprek of debat wil, maar een monoloog. Zij dulden geen democratie of debat.
Toyota CEO Akio Toyoda talks EV skepticism: „Toyoda believes there will be tremendous shortages of lithium & battery grade nickel in the next five to 10 years, leading to production and supply chain problems.“ #Mining @marcfriedrich7 cnbc.com/2022/10/02/toy…
This chart highlights that Swiss National Bank SNB is one of the biggest sellers of FANG stocks. HT (@SpecialSitsNews)
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@BelgiumPretoria @BelgiumMFA @TinneVdS @solhyd @voxdale @Kaoko_eNErgy @Enabel_Belgium 🍽️ Zonnepanelen zetten het vocht uit de lucht om in groene waterstof. Dit wordt dan opgeslagen in lichte, gemakkelijk transporteerbare zakken om kookplaten of koelkasten van energie te voorzien. COOSHA hoopt tegen 2030 100.000 gezinnen te kunnen helpen met deze technologie.
Eden Golan, Israel’s representative in this year's Eurovision, has been advised not to leave her hotel room other than for performances because of the potential threat from pro-Hamas activists. Once again, a European country cannot guarantee Jews' safety.
I co-authored a new open letter signed by more than 270 scientists from 33 countries warning for the risks of the modified CSAM (child sexual abuse) regulation proposed by the Belgian presidency. #chatcontrol csa-scientist-open-letter.org A🧵1/10
Unclear why some governments keep pushing for this mass surveillance approach rather than focusing on prevention of sexual abuse of children. 8/10
Sommigen vonden mijn kritiek op SAMPOL of zeg gerust het hekelen van de hele SAMPOL-mentaliteit wat onfatsoenlijk, gisteren. Het is nochtans wel het blad waarin je dit soort onzin kan lezen (spoiler: de aandeelhouder is een parasiet).
@twassenberg Er moeten inderdaad snel meer geluidsschermen komen. Als ze de ring gaan overkappen kan dat er ook wel af voor de rest van Vlaanderen.
@claesbart Als we kunnen afkloppen op 200 tijdens de daluren heb je mijn stem 🫡
@jbaert Gelieve altijd op het rechtervak te blijven, Jeroen.
Wie is @jvluijmans ? Wat doet hij, en wat bezielt hem? Blijkt hij zowaar een financial communicator te zijn! Dit, en meer, in dit onthullende interview.
De Euro en de ECB zijn echt bij de slechtste dingen die Europa ooit zijn overkomen.
Al dat bijgedrukt geld heeft bij vele Europeanen en nog veel erger, bij de beleidsmakers, de illusie gecreëerd dat geld gewoon uit de lucht komt vallen. In werkelijkheid is het diefstal van het verleden (inflatie erodeert spaarinspanningen) en van de toekomst (lager groeipad).
Het bezetten van de universiteit door studenten zou ALTIJD moeten resulteren in schorsing, wat het doel van zo'n actie ook moge zijn. Bezettingen strekken er namelijk toe om de eigen mening fysiek op te dringen aan de hele groep. Ongelofelijk dat een liberaal dat niet inziet...👇
Ben er uiterst selectief in, maar volle steun voor deze actie. Elke dag sterven onschuldige mensen en dat studenten in een ‘vrij’ land als VS protesteren en opgepakt worden, is gewoon schandalig. Studenten van plan om UGent twee dagen lang te bezetten standaard.be/cnt/dmf2024050…
Besparingen, dat is uitgaven doen dalen. In 🇧🇪 valt "uitgaven minder snel doen stijgen" daar blijkbaar ook onder... 🤔
I know that with all what's happening in the world of interest rates / Fed, this is (chocolate-coated) peanuts. Yet, the meltdown in cocoa continues. Week-to-date, cocoa futures in New York are down ~30% (in absolute terms, that's ~$3,000, or about what cocoa cost a year ago).
The Noźyk synagogue is the only one in Warsaw that survived World War II and the Holocaust:
Polish Police Arrest Suspect in Arson on Warsaw Synagogue Senior politicians condemned the “shameful” Molotov cocktail attack. #Poland #synagoga #attacks #Warsaw #Antisemitic #police #arrested europeanconservative.com/articles/news/…
@BertLanghe @FranckenTheo Pa staat voor parlementaire assemblee en dat klopt
Is er eigenlijk ooit een belasting ingevoerd, die niet zogezegd "enkel de rijken" ging treffen?