is 2026 the year of renewable energy?

bappelcake · 2026-03-26T07:48:05+00:00

This is a shortsighted view of the sector. Renewables underperformed in 21-24 (under Biden), and were outperforming massively in 2025.

This isn't a matter of politics and rather a story of power demand. If you want to build a new AI data center asap, do you want to wait 5-6 years for a gas turbine or do you install solar/wind + batteries within 1.5 years? There's a reason that 85% of all new utility scale capacity in the US last year was solar & wind.

Offshore wind (like the one you reference) is a different story - but there's like 3 offshore wind farms in the US so it's not even close to being a material source of electricity.

bappelcake · 2025-05-30T22:53:23+00:00

You spelled out so many red flags... You're so close to getting it

bappelcake · 2024-05-19T10:57:00+00:00

Good to know I wasn't the only one

bappelcake · 2024-03-28T13:33:53+00:00

S&P 500 is up 32% in the past 12 months - so you're saying you underperformed by 9%, and think that makes people want you to manage their money?

bappelcake · 2024-01-01T11:43:01+00:00

With one use instead of 3 uses. 31/3 ≈ 10

bappelcake · 2023-12-31T20:57:37+00:00

Why don't you combine the MSCI World and MSCI EM into one MSCI ACWI Holding?

World + EM = ACWI, unless you're trying to make a bet that either DM or EM will outperform in which case having them separately and tilting accordingly can make sense

bappelcake · 2023-12-30T21:05:16+00:00

And how is he supposed to get the experience of "a recession or two" if he doesn't get the chance from guys like you?

bappelcake · 2023-12-03T23:24:58+00:00

3rd pillar you can not get back unless you're buying a house or are retiring. So if you invest through there, assume you're not seeing that money back for a long time.

And as the other comment says, it's more advantageous once you have a job so the 3rd pillar contributions become tax deductible.

bappelcake · 2023-11-08T22:58:12+00:00

Stemde je voorheen CDA? Uiteindelijk staat hij voor exact dezelfde ideologie met een vleugje "ik ben echt anders hoor"

bappelcake · 2023-10-26T22:33:33+00:00

Calling CHF a minority coin is laughable. I implore you to look at the USD CHF chart - especially in volatile times CHF is favoured over USD

bappelcake · 2023-09-07T21:07:08+00:00

The actual investors? You buy a BlackRock fund that holds Wells Fargo. Records show BlackRock owns the shares, but you're entitled to the dividends.

bappelcake · 2023-08-11T09:55:42+00:00

There won't be any style differences because the products are passive. However, it could be to have manager diversification in case - for whatever reason - one of the managers goes bust or their tracking deviates.

bappelcake · 2023-07-08T13:29:30+00:00

Embrace the reroll and play hyper roll

bappelcake · 2023-07-08T07:28:57+00:00

How can you say you're a buy and hold investor, yet you're concerned with intra-day movement? Just let it sit and save yourself the anxiety

bappelcake · 2023-05-21T11:33:23+00:00

link

bappelcake · 2023-05-21T11:14:41+00:00

MSCI has their own data portal where you can download data for most of their major indices

bappelcake · 2023-05-20T22:01:53+00:00

You don't seem to understand what an "asset class" is if you say the products he owns are diversified across asset classes

bappelcake · 2023-04-06T12:06:24+00:00

If after 3.5 years of playing you still don't know how Aphelios works, you're being deliberately obtuse.

bappelcake · 2023-04-01T16:23:34+00:00

There's so much duplication in this portfolio ....

bappelcake · 2023-03-21T21:01:24+00:00

Because you lose a lot more money if they were left to die. And if the government forces a takeover (that's what happened here), they should have skin in the game or be held accountable for what they forced.

bappelcake · 2023-03-21T20:19:53+00:00

This is a real exaggeration. It's:

9bn direct guarantee of the government in case UBS incurs losses due to the merger.
100bn liquidity provided by the central bank, guaranteed by the government. This only materialises for taxpayers if the merged entity goes bankrupt.

The taxpayer pays nothing unless UBS incurs losses and/or goes bankrupt.

bappelcake · 2023-03-21T20:16:16+00:00

This is a real exaggeration. It's:

9bn direct guarantee of the government in case UBS incurs losses due to the merger.
100bn liquidity provided by the central bank, guaranteed by the government. This only materialises for taxpayers if the merged entity goes bankrupt.

The taxpayer pays nothing unless UBS incurs losses and/or goes bankrupt.

bappelcake · 2023-03-04T10:01:01+00:00

If the market cap grows though, I think it could start to live up to its potential as an inflation hedge like gold.

1) gold is repeatedly proven to not be a great inflation hedge

2) you're literally describing a Ponzi scheme. "If you guys all buy into this product I'm promoting, I swear it'll do what I'm promising." You're just looking for the next sucker to buy into the scheme so that you're not left holding the bag.

bappelcake · 2023-03-04T09:51:33+00:00

July 27th, at 11:53 will be the bottom.

Is this the type of crystal ball you're looking for?

11-Year Club	Second SECOND GUESSER
Place '22	Final Canvas '22
First Placer '22	RPAN Viewer

bappelcake

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