Michael P. Bornemann
@mpb116.bsky.social
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*Panta Rhei*
This 👇 * Raising the flags of war is relative easy, pulling them down is usually quite costly*
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1 day ago
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A "Big Shoutout" to
@hotgpod.bsky.social
for this informative, interesting interview with Prof. Hardy! 👌🙏
podcasts.apple.com/de/podcast/h...
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The Imperial Reform of 1495 with Prof. Duncan Hardy
Podcast-Folge · History of the Germans · F226 · 1 Std. 3 Min.
https://podcasts.apple.com/de/podcast/history-of-the-germans/id1548756984?i=1000750433726
3 days ago
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Michael P. Bornemann
Callum Thomas
about 2 months ago
Retail Investor portfolio allocations to Commodities remain historically low... Especially commodities ex-precious metals (still at a record low). Early. 📈
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reposted by
Michael P. Bornemann
History of the Germans Podcast
about 2 months ago
As the legendary Lübeck Bürgermeister Hinrich Castrop and leader of the Hanseatic League put it in the late 15th century: „it is always easier to hoist the banner of war but a lot more costly taking it down in honour”……
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reposted by
Michael P. Bornemann
James Cameron
about 2 months ago
Yet more evidence in the NYT long read on Ukraine that JD Vance, a heartbeat away from the US presidency and probable 2028 Republican presidential nominee, would be a disaster for European security.
www.nytimes.com/interactive/...
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Lovely summary of selected places to must visit in 🇩🇪 Perfect description of Hamburg btw, no complaints here! 😉 🙏
@hotgpod.bsky.social
podcasts.apple.com/de/podcast/h...
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Where To Go in Germany - Part 1
Podcast-Folge · History of the Germans · F220 · 41 Min.
https://podcasts.apple.com/de/podcast/history-of-the-germans/id1548756984?i=1000742662558
about 2 months ago
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reposted by
Michael P. Bornemann
Ivan the K ™☑️
2 months ago
The Donald J. Trump And Abraham Lincoln Memorial
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reposted by
Michael P. Bornemann
Jesse Felder
2 months ago
Howard Marks: “One key risk to consider is the possibility that the boom in data center construction will result in a glut. Some data centers may be rendered uneconomic, and some owners may go bankrupt.”
www.bloomberg.com/news/article...
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AI Data Center Boom Sparks Fears of Glut Amid Lending Frenzy
Two data center billionaires minted before anything is even built. A borrower seeking a loan for 150% of the construction cost. And companies that are using financial engineering to keep liabilities o...
https://www.bloomberg.com/news/articles/2025-12-12/ai-data-center-boom-sparks-fears-of-glut-amid-lending-frenzy
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If this is being implemented, sell airline stocks⚠️💥
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2 months ago
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reposted by
Michael P. Bornemann
Helene Meisler
3 months ago
Saturday Poll. Link
x.com/Chartfest1/s...
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Dieses Interview dürfte Sie interessieren .
@hotgpod.bsky.social
youtu.be/xxJ0eui-RFI?...
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Historische Zeiten? Historiker Sir Christopher Clark im Spitzengespräch | DER SPIEGEL
YouTube video by DER SPIEGEL
https://youtu.be/xxJ0eui-RFI?si=IrRmFkgjQYPoVf3v
3 months ago
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reposted by
Michael P. Bornemann
Jesse Felder
3 months ago
FRED HICKEY: “A $5 trillion market cap for a cyclical semiconductor stock is utterly insane. I’ve watched Nvidia’s stock collapse five or six times by more than 50%. After the burst of the dotcom bubble, it went down 90%.“
themarket.ch/english/gold...
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reposted by
Michael P. Bornemann
Helene Meisler
3 months ago
Excellent chart
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This sums it up! ⚠️👇😮
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3 months ago
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reposted by
Michael P. Bornemann
Jesse Felder
3 months ago
‘AI and, more generally, tech stocks have become the great overarching gods that dominate the stock market firmament. To suggest they are immortal and the investment sky will remain blue even as they are toppled is naive to the point of being fatuous.‘
www.scmp.com/opinion/worl...
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Opinion | With AI looking increasingly like a liability, a storm is coming
It is the tech sector’s projected spending that points to trouble ahead. Are investors prepared to wait for the return on their investment?
https://www.scmp.com/opinion/world-opinion/article/3332662/ai-looking-increasingly-liability-storm-coming
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reposted by
Michael P. Bornemann
Jesse Felder
3 months ago
‘Billionaire Peter Thiel’s latest 13F didn’t show off a mere trim, but a full-blown exit from AI bellwether Nvidia (NVDA). Thiel had previously warned about AI’s hype cycle running far ahead of its real economics, and his Q3 portfolio shakeup aligns with that view.‘
www.thestreet.com/investing/pe...
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reposted by
Michael P. Bornemann
Gideon Rachman
4 months ago
So the BBC director general has had to resign because Panorama suggested that Trump tried to overturn the result of the 2020 presidential election? Because obviously that never happened …
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Always worth reading! Z⚠️👇
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4 months ago
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@kofinas.bsky.social
- since I've learned that you're reading up on The Habsburgs, you may wish to check out this podcast & related website. Enjoy! c/
@hotgpod.bsky.social
podcasts.apple.com/de/podcast/h...
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The Fall and Rise of the House of Habsburg - Trailer
Podcast-Folge · History of the Germans · F203 · 7 Min.
https://podcasts.apple.com/de/podcast/history-of-the-germans/id1548756984?i=1000721897447
4 months ago
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Relief for investors. Will that last? ⚠️👇
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4 months ago
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podcasts.apple.com/de/podcast/e...
You might like this episode,
@hmeisler.bsky.social
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The Gateway Arch
Podcast-Folge · Everything Everywhere Daily · 08.10.2025 · 15 Min.
https://podcasts.apple.com/de/podcast/everything-everywhere-daily/id1521870190?i=1000730783829
5 months ago
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reposted by
Michael P. Bornemann
History of the Germans Podcast
5 months ago
The first Habsburg Emperor - who was a bit of a persitent disappointment - or wasn't he?
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reposted by
Michael P. Bornemann
Jesse Felder
5 months 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 👇⚠️
add a skeleton here at some point
5 months ago
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reposted by
Michael P. Bornemann
Helene Meisler
5 months ago
MCD joins many of the other restaurants
@conorsen.bsky.social
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This 👇👍 c/
@jessefelder.bsky.social
5 months ago
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reposted by
Michael P. Bornemann
Helene Meisler
5 months 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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6 months ago
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Hypocrite 👇
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6 months 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
6 months ago
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reposted by
Michael P. Bornemann
History of the Germans Podcast
6 months 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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6 months ago
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This 👇👇⚠️. c/
@lena4berger.bsky.social
add a skeleton here at some point
6 months ago
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This⬇️
add a skeleton here at some point
6 months ago
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reposted by
Michael P. Bornemann
Tom Hearden
6 months ago
Dementia Don Leningrad became St Petersburg in 1991 <checks out>
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reposted by
Michael P. Bornemann
Jesse Felder
7 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
7 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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7 months ago
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It's different this time again, no worries!👇⚠️
add a skeleton here at some point
7 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
7 months ago
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A short few quarters down the road, the question: "What were they thinking 🤔?" will quite likely crop up! 👇⚠️👇
add a skeleton here at some point
7 months ago
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reposted by
Michael P. Bornemann
Callum Thomas
7 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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7 months ago
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Another reference point to take note of⚠️👇
add a skeleton here at some point
7 months ago
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reposted by
Michael P. Bornemann
auonsson
7 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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Michael P. Bornemann
The Onion
7 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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add a skeleton here at some point
7 months ago
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reposted by
Michael P. Bornemann
Jesse Felder
7 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
add a skeleton here at some point
7 months ago
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There you go 👇
@hmeisler.bsky.social
add a skeleton here at some point
7 months ago
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