Investor Talk

Rohstoffe, Politik und Tagesgeschehen, das gibt´s hier.
Auf YouTube: echt OHNE Trading-Werbung!

[Investor Talk @InvestorTalk2]

@MFratzscher Könnte es an idiotischer Politik liegen? So lange idiotische Politik anhält, werden Parteien, die diese befürworten, weiter verlieren. Gehen Sie weinen. #Nullnummer

[Investor Talk @InvestorTalk2]

@Karl_Lauterbach @ManuelaSchwesig Verlierer werden zu Siegern deklariert. Aber Lauterbach und Wahrheit geht eben nicht zusammen. #lauterbachluegt

[Investor Talk @InvestorTalk2]

@bundeskanzler Treten Sie zurück. Sie sind nicht mehr zu ertragen. #niewiedercdu

[Investor Talk @InvestorTalk2]

@MGGA2021h Es wird immer mehr zu Kalkutta. Das verstärkt nur die Stadtflucht. Wenn man ihnen nur das Geld streichen könnte. #linkermist

[Investor Talk @InvestorTalk2]

@Markus_Soeder Was ist mit den Trans-Pendern? #schwarzermist

[Investor Talk @InvestorTalk2]

@ManuelaSchwesig Deshalb sind Sie für Masseneinwanderung? Und Ihr Corona-Regime ist unvergessen! Unwählbar! #rotermist

[Investor Talk @InvestorTalk2]

Ohne Ausweg. Got #gold ?

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Interest costs on US public debt rose +$139 billion YoY in the first 11 months of FY2026, or +12%, to a record $1.27 trillion.

This represents ~26% of total US government receipts.

This also marks the 6th consecutive annual increase, totaling +$784 billion, or +162%.

Interest expense on federal debt is now on track to surpass $1.30 trillion in a full fiscal year for the first time in history.

In August alone, the US government spent $98 billion on interest, or $3.2 billion a day.

The US government needs lower rates more than anyone.

[Investor Talk @InvestorTalk2]

https://t.co/lhTdeZPlIg

Update! #oil #jpmorgan #gold #iran

[Investor Talk @InvestorTalk2]

Diesel rast nach oben.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US diesel prices hit another fresh record high of $6.45/gallon, now up 40 cents over the last week.

This puts diesel prices up +$1.00/gallon over the last month and +84% since January.

In California, the average price of diesel is up to $8.40/gallon, the highest ever recorded average sales price in the US.

Market expectations for an October rate hike have hit a new high.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US diesel prices hit another fresh record high of $6.45/gallon, now up 40 cents over the last week.

This puts diesel prices up +$1.00/gallon over the last month and +84% since January.

In California, the average price of diesel is up to $8.40/gallon, the highest ever recorded average sales price in the US.

Market expectations for an October rate hike have hit a new high.

[Investor Talk @InvestorTalk2]

@ManuelaSchwesig Lächerlich und verlogen. Peinlich hoch 3. Zeit für eine Abwahl. Immerhin, "gendern" können. Auch das braucht kein Mensch. #rotermist

[Investor Talk @InvestorTalk2]

@MGGA2021h Sch....e! Also bald doppelt so teuer!

[Investor Talk @InvestorTalk2]

@tpvsean Is there a source to the TASS article? I don´t find it, i.e. a hoax.

[Investor Talk @InvestorTalk2]

Erinnert an 1929.

[The Kobeissi Letter @KobeissiLetter]

Investors are no longer hedging against a tech stock crash.

The average 1-month put-to-call skew of the Nasdaq 100 index is down to 0 points, its 4th-lowest reading over the last 20 years.

This measures how much more investors are paying for downside protection through put options than for upside exposure through call options, with the current reading indicating historically low demand for Nasdaq put options.

This figure has dropped -0.25 points since March 2026, one of the largest 6-month declines on record.

By comparison, the long-term average of this metric is 0.11 points.

Meanwhile, the cost of options used to bet on or protect against large moves in the average Nasdaq 100 stock fell sharply last week, with 1-month implied volatility dropping -17 percentage points, to ~40%.

Investors are extremely bullish on tech.

[Investor Talk @InvestorTalk2]

https://t.co/tl7zgbitSv

Update! #merz #iran #energie #inflation

[Investor Talk @InvestorTalk2]

@Ine_327 Man muß sie leider ernst nehmen, da sie viel Schaden anrichten. Über einen Clown lacht man nur amüsiert.

[Investor Talk @InvestorTalk2]

@visegrad24 Wenn ich die Politik eines Staates kritisiere, muss ich nicht dessen Bürger kollektiv bestrafen. Es gibt viele Israelis, die mit ihrer Regierung nicht zufrieden sind.

[Investor Talk @InvestorTalk2]

@rico_brick Bedauerlicherweise stimmt es bei vielen.

[Investor Talk @InvestorTalk2]

https://t.co/6b6pkzNt0I

Update! #cdu #friedrichmerz #oil #iran #inflation #bonds

[Investor Talk @InvestorTalk2]

@MGGA2021h Eigentlich eine gute Nachricht, aber wer soll den Mist abreißen und die Fläche entseuchen?