Boudewijn Thönissen

Political Scientist 📚 | Investment Officer 🏦 ~
Hulst(NL) | Antwerp(BE) | Europe(EU) ~
Finance | Politics | Religion

[Boudewijn Thönissen @Boudewijntho]

"Dreams are the seedlings of reality" Napoleon Hill

[Arend Jan Kamp @ArendJanKamp]

De koersen haperen dit jaar, maar de winstverwachtingen stijgen
Rap
Zeg zelf maar hoe houdbaar die zijn door oorlog, maar waarderingen zijn zo goed afgekomen
#Nasdaq100 doet 21,3x verwachte winst, S&P 500 19,4x en #AEX 15,8

[Abier @abierkhatib]

Trump’s “victory timeline” claims.

Mar 3: "We won the war."
Mar 7: "We defeated Iran."
Mar 9: "We must attack Iran."
Mar 9: "The war is ending almost completely, and very beautifully."
Mar 11: “You never like to say too ⁠early you won. We won. In ​the first hour it was over.” Mar 12: "We did win, but we haven't won completely yet."
Mar 13: "We won the war."
Mar 14: "Please help us."
Mar 15: "If you don't help us, I will certainly remember it."
Mar 16: "Actually, we don't need any help at all."
Mar 16: "I was just testing to see who's listening to me."
Mar 16: "If NATO doesn't help, they will suffer something very bad."
Mar 17: "We neither need nor want NATO's help."
Mar 17: "I don't need Congressional approval to withdraw from NATO."
Mar 18: "Our allies must cooperate in reopening the Strait of Hormuz."
Mar 19: "US allies need to get a grip - step up and help open the Strait of Hormuz."
Mar 20: "NATO are cowards."
Mar 21: "The Strait of Hormuz must be protected by the countries that use it. We don't use it, we don't need to open it."
Mar 22: "This is the last time. I will give Iran 48 hours. Open the strait"
Mar 22: "Iran is Dead"

Mar 23: "We had very good and productive talks with Iran."
Mar 24: "We’re making progress."
Mar 25: “They gave us a present and the present arrived today. And it was a very big present worth a tremendous amount of money. I’m not going to tell you what that present is, but it was a very significant prize.” Mar 26: "Make a deal, or we’ll just keep blowing them away."
Mar 27: "We don’t have to be there for NATO."
Mar 28: No major quote
Mar 29: Claimed talks were progressing
Mar 30: "Open the Strait of Hormuz immediately, or face devastating consequences."
Mar 31: Claimed a deal was "very close" and that Iran would "do the right thing"
Apr 1: "We’ll see what happens very soon."
Apr 2: Repeated that a deal was likely, while warning of continued strikes if not
Apr 3: "Something big is going to happen."
Apr 4: Said Iran must comply "immediately" or face further consequences.

Apr 5: "Open the fuckin' Strait, you crazy bastards, or you'll be living in Hell - JUST WATCH! Praise be to Allah."
😂

[Jose Antonio @antonio_returns]

@ZelenskyyUa You do not start a war without having drone interceptors....and where is your suit, Donie?

[Anton Gerashchenko @Gerashchenko_en]

Ukrainian Defenders have shared photos from before and during Russia’s war against Ukraine.

📷: vitsikkkk / zolotarev_well / do_schelchka / kriher.m / vasilpoplavsky / sigard / kelly.kko / yarmak_d / krakovskyi_a / olexandr_mkr / pro100_monah / ed.petso / Threads

[Crypto Fergani @cryptofergani]

Michael Saylor:

"As long as Bitcoin goes up 1.25% a year, we can pay the dividend forever."

"If Bitcoin stops going up, we've got 80 years to figure out what we're going to do about that."

[Crypto Fergani @cryptofergani]

Warren Buffett: “If you invest in a stock, you must be mentally ready to watch it drop 50% or even more — and stay calm through it.”

[Bert Slagter @bslagter]

ABN Amro ziet juridische kwetsbaarheden in nieuwe box 3-stelsel

Stel:

In 2027 koop je voor 200.000 euro aandelen, en aan het eind van het jaar sta je op 30% verlies. Je aandelen zijn nu 140.000 euro waard.

In 2028 gaat het nieuwe stelsel in. Je aandelen stijgen terug naar 200.000 euro.

Dan:

Moet je 36% belasting betalen over die 60.000 euro “koerswinst”. Terwijl je alleen maar je verlies uit 2027 goedmaakte.

Dit is een bijzonder geval van het ontbreken van verliesverrekening met eerdere jaren. Dat kan niet in het voorgestelde plan. Een grove weeffout.

[Rihard Jarc @RihardJarc]

$GOOGL besides Gemini has a 10-15% stake in Anthropic and a 7% stake in SpaceX that just bought xAI.

This means that $GOOGL now has exposure in 3 of the 4 frontier AI labs.

[Shay Boloor @StockSavvyShay]

$GOOGL CEO Sundar Pichai said they don’t fully understand their own AI systems after models began doing things they weren’t explicitly programmed to do.

One model even taught itself a foreign language.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: MicroStrategy's, $MSTR, Bitcoin position worth over $54 billion is now just 3% away from turning red.

[Iran Observer @IranObserver0]

⚡️BREAKING

Chinese satellites are taking images of recently deployed US air defense systems in the Middle East and making them public

This provides Iran with free targeting data

[Bert Slagter @bslagter]

Ik besprak het box 3-plan op BNR.

Het is tragisch:

- Nederlanders zouden meer moeten beleggen
- Europa heeft meer risicokapitaal nodig

Wat doet onze regering?

Een box 3-plan dat ongerealiseerde, papieren winst belast.

(1) Een probleem voor illiquide beleggingen zoals aandelen in private bedrijven, aandelen in langlopende fondsen, goudstaven en beleggingskunst

(2) Een probleem voor volatiele beleggingen (= de meeste aandelen). Er zullen mensen failliet belast worden.

(3) Een veel hoger tarief dan internationaal gebruikelijke capital gains tax van rond de 20%.

(4) Raakt alleen de middenklasse, want iedereen met serieus vermogen vlucht naar box 2.

Een plan dat risico nemen straft en beleggen ontmoedigt.

Een plan dat bergen aan rechtszaken, vluchtroutes en dramatische verhalen zal voortbrengen.

Honderdduizenden onnodige uren aan fiscalisten, accountants, notarissen, adviseurs - die het toch al druk hebben.

Iedereen: “we moeten de regeldruk en complexiteit verminderen”
Nederland: “hier, meer regeldruk en complexiteit”

En waarom?

Padafhankelijkheid. We zijn hier door een onwaarschijnlijke reeks gebeurtenissen terecht gekomen, en nu durft de Tweede Kamer eigenlijk niet meer nee te zeggen.

Ongekend.

Toeslagen, Groningen, Stikstof, Vermogensaanwasbelasting.

Terugluisteren? Check bericht hieronder.

[Wall St Engine @wallstengine]

Fed Chair nominee Kevin Warsh on Bitcoin:

"Bitcoin does not make me nervous"

“Bitcoin is the newest coolest software that will allow us to do things we could never have done before."

[Michael Saylor @saylor]

Soon, Kevin Warsh will be the first pro-Bitcoin Chairman of the Federal Reserve.

[Wall St Engine @wallstengine]

$SOFI Q4’25 EARNINGS HIGHLIGHTS

🔹 Revenue: $1.03B (Est. $982M) 🟢
🔹 Adj. EPS: $0.12 (Est. $0.12) 🟡
🔹 Adj. Net Revenue: $1.0B; +37% y/y (Record)
🔹 Adj. EBITDA: $318M; +60% y/y (Record)
🔹 Members: 13.7M; +35% y/y (Record)

FY Guide:
🔹 GAAP EPS: $0.60 (Est. $0.59) 🟢
🔹 Revenue: $4.66B (Est. $4.54B) 🟢
🔹 GAAP Net Income: $825M
🔹 Adj. EBITDA: $1.6B
🔹 Adj. EBITDA Margin: 34%
🔹 New Members: at least +30% y/y

Other Metrics:
🔹 Fee-based Revenue: $443M; +53% y/y (Record)
🔹 Products: 20.2M; +37% y/y (Record)
🔹 Total Originations: $10.5B; +46% y/y (Record)
🔹 Personal Loan Originations: $7.5B; +43% y/y (Record)
🔹 Student Loan Originations: $1.9B; +38% y/y
🔹 Home Loan Originations: $1.1B; +95% y/y

Commentary:
🔸 “...delivering more than $1 billion in quarterly revenue for the first time in our history,”
🔸 “We added a record 1 million new members this quarter and drove record product growth.”
🔸 “SoFi added a record 1,027,000 members in the fourth quarter of 2025...”

[Current Report @Currentreport1]

BREAKING:

Airports across parts of Asia including Nepal, Thailand, Taiwan and Hong Kong have tightened health screening for travelers from India after a Nipah virus outbreak in India's West Bengal state.

[Wall St Engine @wallstengine]

Nvidia CEO Jensen Huang:

'My only regret was selling $NVDA stock when the market cap was $300M to buy my parents a Mercedes S-Class. It’s the most expensive car in the world now.' 😂

[Wall St Engine @wallstengine]

WORLD ECONOMIC FORUM: TRUMP SPEECH ON TRACK FOR 8:30AM ET START

[Wall St Engine @wallstengine]

BLACKROCK CEO:

“AI & TOKENIZATION ARE THE 2 MEGATREND… BANKS WILL GET LEFT BEHIND CAUSE OF DIGITAL ASSETS “

[Fiscal.ai @fiscal_ai]

Taiwan Semiconductor CEO:

"I want to make sure that my customer demand is real. I talk to those cloud service providers... they show me the evidence that AI really helps their business."

"I also double check their financial status. They are very rich."

$TSMC