Michael P. Bornemann
@mpb116.bsky.social
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📥 88
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*Panta Rhei* <In Pursuit of Real Returns> •Attempting to skate to where the Puck is going to be•
reposted by
Michael P. Bornemann
Jesse Felder
12 days ago
'NVIDIA operates as the supplier, customer and investor of every major Neocloud. This is extremely strange, and smacks of the kind of desperate moves that a company makes when it doesn't believe there will be enough future customers to sustain its growth.'
www.wheresyoured.at/is-there-any...
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Is There Any Real Money In Renting Out AI GPUs?
NVIDIA has become a giant, unhealthy rock on which the US markets — and to some extent the US economy — sits, representing 7-to-8% of the value of the market and a large percentage of the $400 billion...
https://www.wheresyoured.at/is-there-any-real-money-in-renting-out-ai-gpus/
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This 👇⚠️
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15 days ago
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reposted by
Michael P. Bornemann
Helene Meisler
16 days ago
MCD joins many of the other restaurants
@conorsen.bsky.social
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This 👇👍 c/
@jessefelder.bsky.social
17 days ago
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reposted by
Michael P. Bornemann
Helene Meisler
17 days ago
AI will not fix this. Nor will lower interest rates. But you can be sure your tax dollars will go to making them whole.
www.nytimes.com/2025/09/15/b...
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This 👇⚠️ - can only concur with this statement !
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27 days ago
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Hypocrite 👇
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28 days ago
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Another great weekly report ⚠️⚠️ ⬇️ Bitcoin Treasury Co's the next glorious Tulips🌷? h/t The Felder Report
@jessefelder.bsky.social
about 1 month ago
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reposted by
Michael P. Bornemann
History of the Germans Podcast
about 1 month ago
Ever wondered where the title of archduke comes from? Meet Rudolf the Founder who forged the Habsburgs into the premier league of imperial princes - complete with letters from Julius Caesar and Nero and a walk-on by Hercules’ son Nordic. Hear all about it here:
open.spotify.com/episode/0cNH...
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⚠️👇 the beginning of
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about 1 month ago
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This 👇👇⚠️. c/
@lena4berger.bsky.social
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about 1 month ago
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This⬇️
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about 2 months ago
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reposted by
Michael P. Bornemann
Tom Hearden
about 2 months ago
Dementia Don Leningrad became St Petersburg in 1991 <checks out>
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reposted by
Michael P. Bornemann
Jesse Felder
about 2 months ago
‘A generation ago conventional wisdom held that as China liberalized, its economy would come to resemble America’s. Instead, capitalism in America is starting to look like China.’
www.wsj.com/economy/the-...
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The U.S. Marches Toward State Capitalism With American Characteristics
President Trump is imitating the Chinese Communist Party by extending political control ever deeper into the economy.
https://www.wsj.com/economy/the-u-s-marches-toward-state-capitalism-with-american-characteristics-f75cafa8
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reposted by
Michael P. Bornemann
Nerdic Defence
about 2 months ago
I'm expecting Trump to offer Alaska in exchange for Putin to return the occupied territories of Ukraine. /s
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It can't get much better 👇👇👇🤷♂️
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about 2 months ago
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It's different this time again, no worries!👇⚠️
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about 2 months ago
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podcasts.apple.com/de/podcast/t...
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John Brennan, Former C.I.A. Director, on Being Targeted by Trump
Podcast-Folge · The New Yorker Radio Hour · 01.08.2025 · 27 Min.
https://podcasts.apple.com/de/podcast/the-new-yorker-radio-hour/id1050430296?i=1000720251895
about 2 months ago
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A short few quarters down the road, the question: "What were they thinking 🤔?" will quite likely crop up! 👇⚠️👇
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2 months ago
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reposted by
Michael P. Bornemann
Callum Thomas
2 months ago
Global inflationary pressures may be on the cusp of a major Resurgence... The rate-cut-rush of 2024/25 has taken monetary policy from headwind to tailwind for the global economy, meanwhile capacity is still tight, and inflation expectations still high. Keep an eye on
#inflation
risk 👀
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👇👇⚠️
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2 months ago
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Another reference point to take note of⚠️👇
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2 months ago
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reposted by
Michael P. Bornemann
auonsson
2 months ago
Heads up NATO navies. Reefer NOVIY SVET has entered Baltic Sea during morning. She spent Christmas 2024 crossing gas pipe line Nyhamna - Aasta Hansteen just of Norway. 38 times. IMO: 8509557
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reposted by
Michael P. Bornemann
The Onion
2 months ago
DOJ Removes All Mentions Of Justice From Website
theonion.com/doj-rem...
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DOJ Removes All Mentions Of Justice From Website
WASHINGTON—In the latest of a series of escalations in President Donald Trump’s highly publicized war on “woke,” the U.S. Department of Justice reportedly removed all mentions of justice from its website Friday. The purge follows a directive from the DOJ last week to roll back pro-justice programs and delete thousands of webpages that contained banned […]
https://theonion.com/doj-removes-all-mentions-of-justice-from-website/
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👇⚠️
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3 months ago
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reposted by
Michael P. Bornemann
Jesse Felder
3 months ago
‘How can we get overall inflation to 2% if nearly half of the basket is inflating faster than 4%?‘
inflationguy.blog/2025/07/15/i...
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This 👇⚠️ is not widely known. c/
@lena4berger.bsky.social
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3 months ago
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There you go 👇
@hmeisler.bsky.social
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3 months ago
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👇👇
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3 months ago
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reposted by
Michael P. Bornemann
Jesse Felder
3 months ago
Kenneth Rogoff: ‘The US fiscal explosion could end up catalyzing a burst of inflation or growth-stifling Japanese-style financial repression. And the dollar will be an even bigger loser than it has been so far this year.’
mailchi.mp/project-synd...
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Kenneth Rogoff on the dollar, for PS Say More
https://mailchi.mp/project-syndicate/kenneth-rogoff-on-the-dollar-for-ps-say-more?utm_source=Project+Syndicate+Newsletter&utm_campaign=520af8bbf8-EMAIL_CAMPAIGN_2025_07_09_08_49&utm_medium=email&utm_term=0_-520af8bbf8-107093613
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podcasts.apple.com/de/podcast/u...
Interesting interview since he is in the lineup to succeed J Powell. ICYMI
@jessefelder.bsky.social
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Inflation Is A Choice: Kevin Warsh on Fixing the Federal Reserve | Uncommon Knowledge | Peter Robinson | Hoover Institution
Podcast-Folge · Uncommon Knowledge · 08.07.2025 · 1 Std. 2 Min.
https://podcasts.apple.com/de/podcast/uncommon-knowledge/id1378389941?i=1000716357156
3 months ago
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No wonder then that 🇩🇰 accelerates defence readiness ⚠️
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3 months ago
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reposted by
Michael P. Bornemann
auonsson
3 months ago
Swedish maritime authority just posted maybe their most extensive interference warning to date. Even radar is now seeing interference, besides more familiar GNSS, AIS and DGPS, all over Baltic Sea Radar is the single most important navigational aid on ships, particularly in cases of lost GPS/GNSS.
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Not good ⬇️
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3 months ago
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Worthwhile episode - make time to listen. Important, IMHO! 👇👇
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3 months ago
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Laut
#DieLinke
#BSW
sowie
#SPD
|
#Stegner
& Co gibt's hier immer noch nix zu sehen! ⚠️👇 c/
@lena4berger.bsky.social
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3 months ago
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<Putting Together The Pieces Of The New Paradigm> Always an avid reader of TFR, this weeks edition especially! 👍 More here in case of interest 👉
thefelderreport.com
🙏
@jessefelder.bsky.social
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Home
Home
https://thefelderreport.com/
3 months ago
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>Shooting the Messanger< must to be the term here 👇😮
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3 months ago
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podcasts.apple.com/de/podcast/s...
Very interesting and must listen to episode. Fits in perfectly with the "Big Long" report from Ronnie Stöfferle&Co /
#IGWT
👍🙏
@jessefelder.bsky.social
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#60: Leigh Goehring On The Coming Revolution In Asset Markets
Podcast-Folge · Superinvestors and the Art of Worldly Wisdom · 25.06.2025 · 56 Min.
https://podcasts.apple.com/de/podcast/superinvestors-and-the-art-of-worldly-wisdom/id1242377947?i=1000714537393
3 months ago
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reposted by
Michael P. Bornemann
History of the Germans Podcast
3 months ago
Enjoying the solstice on the Isle of Wight..
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podcasts.apple.com/de/podcast/o...
... and whatever else happened last week ⚠️🔥👇👇
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MAGA Divides Over Iran. Plus, Inside the Crackdown on Student Journalists
Podcast-Folge · On the Media · 20.06.2025 · 50 Min.
https://podcasts.apple.com/de/podcast/on-the-media/id73330715?i=1000713892352
3 months ago
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⬇️this
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3 months ago
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This 👇⚠️
add a skeleton here at some point
3 months ago
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reposted by
Michael P. Bornemann
Ben Meiselas
4 months ago
Can we please ban us from the G7?
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This 👇 is noteworthy and fits into the overall picture ⚠️
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4 months ago
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This is excellent 👇👇🔥🔥
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4 months ago
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podcasts.apple.com/de/podcast/h...
AI Robot is very close to the original voice. Kind of a *spitting image*! Get well soon...🙂
@hotgpod.bsky.social
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Ep. 196 – Love and War in Bavaria – Part 1 (AI voice)
Podcast-Folge · History of the Germans · F196 · 30 Min.
https://podcasts.apple.com/de/podcast/history-of-the-germans/id1548756984?i=1000711248402
4 months ago
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podcasts.apple.com/de/podcast/h...
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We Doughnut have a Real Episode this Week
Podcast-Folge · History of the Germans · Bonus · 12 Min.
https://podcasts.apple.com/de/podcast/history-of-the-germans/id1548756984?i=1000710380762
4 months ago
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@hotgpod.bsky.social
😉⚠️
4 months ago
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podcasts.apple.com/de/podcast/s...
Worthwhile episode...⚠️ 🙏
@jessefelder.bsky.social
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#59: Vincent Deluard On The Paradigm Shift In Markets
Podcast-Folge · Superinvestors and the Art of Worldly Wisdom · 21.05.2025 · 1 Std. 8 Min.
https://podcasts.apple.com/de/podcast/superinvestors-and-the-art-of-worldly-wisdom/id1242377947?i=1000709300397
4 months ago
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