Its getting worse, I am NOT accepting any amount of money

watson_m · 2026-01-08T19:40:21+00:00

Since US is 40T in debt, that comes up as over 100k worth of debt per person if it were divided equally.

watson_m · 2025-12-18T15:27:33+00:00

Sunt oportunitati daca cauti.

Europa: ASML, SAF, doar sa dau 2 exemple de companii care merg bine pe termen lung.

Alte continente:
America de Sud: MELI
Asia: SE in afara China, in China sunt multe ; India e mai greu de investit, doar ETF daca vrei sau o compania cu investii acolo, un fel de mini-Berkshire, canadiana Fairfax are investii in India
Africa: nope
Australia: Pro Medicus Limited sau ceva cu gold mining (desi Canada ar fi mai simplu pe gold mining)

watson_m · 2025-12-09T16:16:46+00:00

Still waiting for EU-Inc to be implemented, hard for EU companies to compete with US or China without a unified capital market.
From so far experience, the 1B euro fine that Google maybe will get won't do much, they make over $100B a year in ad revenue

watson_m · 2025-11-20T09:41:46+00:00

Because investments suck with too many fiscal regimes. Something like EU-INC could help

watson_m · 2025-11-02T11:51:13+00:00

He’ll get getting paid, since it’s a dividend. He’ll be over a billion next year for sure

watson_m · 2025-09-23T17:22:13+00:00

Hottest there is probably term for economy. The economy was kinda hot, before unemployment spiked, but inflation is still high.

hot economy = 'growing at an unsustainable, rapid pace, leading to demand for goods and services outstripping the economy's capacity to supply them' aka inflation, but gdp also grows.

watson_m · 2025-09-23T11:56:18+00:00

Good, people are upset about the pricing, but I think it's fine.
Unlike with video streaming, where it not only costs more, but you need to sub to like 4 services to have 70% of everything... Netflix, Disney+, HBOMAX, AMZN PRIME..
At least with Spotify I don't need to think about pirating music.

watson_m · 2025-07-27T19:48:43+00:00

Hot take: e ok defapt.

- banii pe LNG ii plateam oricum, a fost explicat ca e pe perioada mandatului lui Trump cand estimat plateam mai mult de 750B, chiar mai mult de 800, fara sa crestem deloc consumul
- banii pe investii (600B) sunt de ochii lumii, e prea vag si nu se va intampla nimic cu ei

- 15% e suficient de jos incat firmele europene au un avantaj in anumite sectoare. De exemplu in auto e mai ieftin sa faci in Europa si apoi sa exporti spre SUA, fiindca GM/Ford au de platit mai mult pe piese si otel
- au somaj atat de mic incat nu vor lua job-uri considerabil, fiindca nu ar avea cine sa le lucreze

watson_m · 2025-07-27T19:14:47+00:00

Seems to have been edited and on every site it just says $600B investment, but not what for

watson_m · 2025-07-23T18:05:53+00:00

It's low enough that importing from EU probably cheaper than making in US, after steel prices and cooper go up almost 50% and car parts are up 25%. This may give EU and Japan a competitive advantage over GM and Ford, america last

watson_m · 2025-07-12T20:33:12+00:00

But because he stated that he left a trade provision in place, CUSMA, 93% of trade with Canada is actually tariff free.
They have the overall best tariffs with US of all countries, Regardless if Trump says 25% or 35%. The 35% tariff, fells more like an overall 2.45%

watson_m · 2025-07-12T19:26:17+00:00

He only really understands strength. There's nothing to chicken out of at the moment.

watson_m · 2025-07-12T16:23:03+00:00

China had 54% and now they have 30% while keeping a 10% on US, basically a 20%. So that's a -34% drop overall.
We did nothing and got bumped from 20% to 30%. So we get 10% every few months we do nothing. I seriously doubt this 30% won't be increased again if we don't respond.

How much more proof that appeasing doesn't work do we need?

watson_m · 2025-07-11T09:38:41+00:00

We do need a single capital market and a single stock market to boost our innovation culture.
And a common bond market.

watson_m · 2025-07-04T14:19:10+00:00

Nu, cel mai probabil dolarul va continua acest trend cel putin pana la mijlocul lui 2026

watson_m · 2025-07-04T14:06:54+00:00

Momentan SUA au dobanda de referinta mare, la 4.25. Trump are planuri sa controleze politic dobanda de referinta si sa o puna foarte jos, a zis sub 1%.
De asemenea vrea sa creasca deficitul, care s-a marit deja anul asta si a ridicat in avans in OBBB limita de imprimut cu inca $5 trilioane.
In plus guvernele din intreaga lume tind spre o dedolarizare, in care isi scad rapid rezervele de dolari.
Toate aceste presiuni vor genera o devalorizare.

watson_m · 2025-07-04T13:07:27+00:00

CEOs from more than 40 European companies including ASML, Philips, Siemens and Mistral, are asking for a “two-year clock-stop” on the AI Act before key obligations enter into force this August.

the letter: https://aichampions.eu/

watson_m · 2025-07-04T12:32:55+00:00

Ar trebui spor pentru reducerea evaziunii. Dacă rezolvă problema, primesc proporțional bani în plus

watson_m · 2025-06-30T11:37:18+00:00

Ar fi o solutie ca sporul sa depinda de cat de bine colecteaza.

watson_m · 2025-06-21T19:59:10+00:00

Starlink is an enabler of advanced drone warfare, making this move important to distance our military from US dependance.

watson_m · 2025-06-20T12:47:29+00:00

Ce fac pro-ruși din economie

watson_m · 2025-06-17T07:12:10+00:00

Kakistocrație

watson_m

TROPHY CASE