Dominique

#Belgium
If it looks to good to be true, then someone is earning money. Why not you ?

[Peter Frankopan @peterfrankopan]

Shots fired. I would also draw attention to the close ‘links’ (no, really,) between Scotland and Flanders in the 16th C. Standing by for a revisionist history of the Reijder Cup…. https://t.co/TlB2J9mN5a

[Yuval Noah Harari @harari_yuval]

Imagine AI creating new financial instruments that human intelligence is unable to understand. We will be like horses in a market – a horse can see money being exchanged and new owners taking it home, but it is unable to comprehend what is happening.

From the @nytopinion podcast with @ezraklein. Watch the whole episode: https://t.co/vezfpz5PjP

[Michael Dunne @dunne_insights]

Who’s buying made in China cars?

Pretty much people in every time zone. More than 100 different countries.

This year European demand has exploded higher.

[Maarten Verheyen @MaartenVerheyen]

Seth Godin

[Jeffrey Currie 🆔++ @CommodMkt]

Wake up, folks. Commodities are telling you something, and yesterday the Treasury confirmed it.

Scarcity in the physical world. Repression in the financial one.

Scarcity pushes prices up. Repression holds yields down. The gap between them is the debasement.

Commodities are the only asset class that wins on both sides.

The structural case for commodities has been turbo charged. Underinvestment, deglobalization and electrification all pushing markets like diesel cracks and copper to new highs.

Meanwhile the chokepoints are increasing, from Hormuz to the Red Sea, the Rhine, the Panama Canal, the Black Sea grain corridor and Russian refining capacity. It is becoming increasingly apparent that not a single one of those is reachable by anything in Washington's toolkit whether it be caused by war or weather.

The illusion of abundance is likely behind us. I said as much on CNBC this Monday, and I got long gold, silver and agriculture last week.

Ten points for you to consider. (1/11)

[Dominique @DominiqueSTI]

@ThierryBorgeat Brussels ?

[Dominique @DominiqueSTI]

@PascalPaepen als ik de commentaar van Dhr. Wostyn lees, zullen we straks al ons hebben en houden moeten inventariseren om te kunnen belasten ...

[Dominique @DominiqueSTI]

@MaartenVerheyen En dat noemen ze een cultinvesteerder...

[Dominique @DominiqueSTI]

@UTDIMole 14

[Willem Middelkoop @wmiddelkoop]

Stats

[Karel Mercx @KarelMercx]

The US has drifted from democracy for decades

Press freedom is falling. Institutions are weakening. Rules are bent for power. The president and FIFA canceling a red-card suspension fits that trend

In the end, this will cost the US its reserve status. Massively bullish for gold

[Dominique @DominiqueSTI]

@gertdemesure En waarom er vanuit gaan dat een erfenis je in de schoot valt. Mij lijkt dat de meeste erfenissen op voorhand tamelijk goed in te schatten zijn. Wat vooral stoort in de discussie is de mate van toevalligheid, om dan de rest van het betoog op te bouwen.

[Pieter Van Brussel @Pietervbrussel]

Ultra's statements.
@derossemagier gaat zo blij zijn met deze evolutie.

[Annmarie Hordern @annmarie]

Good morning from Beijing, where the US-China meeting is a sidebar on the front page of the China Daily.

[Dominique @DominiqueSTI]

@SwissKnifeInv I 'm not sure about that. But recycling steel market is also too small to replace the classic route. And Electric arc furnaces need ... electricity.

[Dominique @DominiqueSTI]

@SwissKnifeInv Blast furnace route is still the cheapest route to produce steel.

[Dominique @DominiqueSTI]

@GeertNoels En waarom overwinsten (what 's in a name) niet vastklikken aan de subsidies ?
En wat met de tax rulings ?
Of willen we met z'n allen een nieuw kot, omdat wat er al staat van iemand anders is ?

[Dominique @DominiqueSTI]

@MaartenVerheyen Meerdere rekeningen zijn trouwens ook perfecte risicospreiding

[Dominique @DominiqueSTI]

@Osinttechnical @wmiddelkoop We were already told in the eighties that around this time we would run out of oil. That 's probably why the development of electric cars was urgent in the nineties and nillies.

[Dominique @DominiqueSTI]

@PascalPaepen Stel je voor dat hij het omgekeerde zou beweren ...