Kiteman

Optimism beats pessimism in longer term
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Best Investment ever: My Kids

[Jordan - The EV Guy @JordanEVGuy]

Car parts on the decline.

The automotive industry is changing, and some of the companies that have spent decades making parts for combustion-engine cars are now turning their attention to other industries.

One example is Sembach, a Bavarian ceramics manufacturer that has supplied the car industry since the 1970s, including components used in combustion-engine sensors.

Until recently, it was producing around 600 million small automotive parts a year.

That figure has now fallen to roughly 400 million.

Rather than simply waiting for automotive demand to recover, the company is deliberately diversifying into medical technology, with a target of cutting the proportion of its revenue coming from automotive from around 80% to 40% by 2033.

And it isn’t alone.

Across Germany, automotive suppliers are increasingly moving into industries including medical technology, robotics, defence, aerospace and space technology and wider industrial and motion technology

According to research cited by the Financial Times, three out of four German suppliers affected by the structural changes in the automotive industry are already moving into other sectors.

Even major supplier Schaeffler is repositioning itself as a broader “motion technology” company, targeting areas such as robotics, defence and space.

This is an important part of the transition that often gets missed.

As the automotive industry changes, particularly with the move away from combustion engines and the growth of electric vehicles, the companies behind it don’t necessarily disappear.

Their engineering expertise, manufacturing capability and workforce can move into entirely different industries.

Companies that once relied almost entirely on producing parts for petrol and diesel vehicles are increasingly asking where their technology, factories and expertise will be needed next.

And increasingly, the answer isn’t necessarily the car industry.

[Barrett @BarrettYouTube]

America isn’t protecting its allies. It is strangling their businesses.

Washington now reportedly wants the Netherlands to stop ASML from selling almost all chipmaking equipment to China—even older DUV machines, spare parts and maintenance services.

And if the Dutch refuse? The US threatens sanctions.

Let that sink in: an American government telling a Dutch company what it may sell, telling the Netherlands whom it may trade with, and threatening to punish both if they disobey.

ASML is Europe’s leading technology company. China has been one of its biggest markets, providing equipment sales and years of service revenue. Cutting off that business will not stop China’s development. It will hurt Dutch workers, weaken European industry and push China to build its own alternatives even faster.

Then, when Chinese equipment eventually competes with ASML, Washington will pretend to be surprised.

This is not an alliance. It is economic bullying.

The US demands that other nations sacrifice their companies, jobs and future competitiveness to serve Washington’s political agenda. Europe takes the losses. American politicians claim the victory.

How long will European governments accept being treated like obedient subsidiaries of the United States?

The Netherlands should defend its own companies and make its own trade policy. If Washington can destroy European business with a threat, then Europe is a hostage, not an ally.

[Natan Mohart @natan_mohart]

One day, I was listening to a philosophy podcast when I heard a quote from Aristotle that really stuck with me. It went something like:

“Seek only the degree of precision that the nature of the subject allows.”

Sounds pretty simple.

But in reality, our minds want more!

We want complete clarity: calculate everything, avoid mistakes, find the perfect solution, and eliminate any uncertainty.

I'm exactly that kind of person.

I’m constantly trying to anticipate every possible outcome!

So when I first heard about these two concepts, they seemed like two sides of the same coin.

You analyze, ask questions, dig into your own thoughts.

Seems like the same thing, right?

But there’s a simple difference: you control the flow of your thoughts, rather than letting them control you.

And every metacognition cycle ultimately ends in action.

I tried to visualize this difference in the infographic below:

[Kiteman @Kiteman589333]

@MrFamilyOffice 🔄In ≈200y most of the wealth is dissolved and redistributed. Some stats show 40% after 100y

🍀The gap will be filled by new business or other companies.

🤔 Become an "Advisor" and promise the future to clients without liability or loss 🙂

[Kiteman @Kiteman589333]

@linasbeliunas I just listened to this inspiring channel.
https://t.co/WgKJxcmaRs
There it's described how a future leading must-have backbone technology "Laser Communication / Free-Space Optical Communication" by Mynaric 🇩🇪is sold to RocketLab 🇺🇸

Enough Tech in 🇪🇺. Just support it.

[MagellanQuest 🇪🇺/acc @MagellanQuest]

Europe has been quietly rewriting what “competition” means.
The EU is preparing its biggest overhaul of merger guidelines in around 20 years.
And look at what appears in the draft:
“Benefits from scale versus market power.”
“Dynamic competitive potential.”
“Loss of investment.”
“Loss of innovation competition.”
That language matters.
For decades, European merger policy has focused heavily on preventing companies from gaining too much market power.
The new framework is trying to answer a harder question:
What if preventing European companies from reaching scale also damages investment, innovation and their ability to compete globally?
This is one of the places where the Draghi debate becomes actual policy.
Europe does not need less competition.
It needs a competition policy designed for a €17 trillion Single Market competing against continental-scale American and Chinese firms.
The final guidelines are expected later this year.
This could quietly become one of the most consequential economic reforms in Europe.

[Kiteman @Kiteman589333]

@MichaelAArouet Another theory 🎓might be:

1⃣ The EU 🇪🇺and misallocations of capital, along with hidden debt offsetting, prevent an economy from striving to operate efficiently and successfully.

2⃣ Politicians try to tap into the money spigot instead of implementing unpopular, tough measures.

[Dividendology @dividendology]

In 1939, with Europe collapsing into war, a 26 year old named John Templeton did something that looked insane.

He borrowed money.

Then he bought 100 shares of every single stock on the U.S. exchanges trading below one dollar.

104 companies, most of which the market thought were headed for bankruptcy.

Four years later, that basket was up roughly 400%.

He went on to run the Templeton Growth Fund from 1954 to 1992, compounding at 14.5% annually versus 11.6% for the S&P 500.

A $10,000 investment became roughly $2 million.

He believed in buying during peak pessimism.

[Kiteman @Kiteman589333]

@sensa_market These are companies listed at stock exchange.

🇩🇪 Boehringer Ingelheim is private held and makes ≈$28B Total.

A market capitalisation of $15B can be estimated.

[Kiteman @Kiteman589333]

@goldi__of Vor Jahren haben Studien gezeigt, dass ein Automobil von Frauen präsentiert weniger technisch wahrgenommen werden.

Wer fährt da eigentlich? Der Mann vorne, Sie hinten? Ist das in 🇨🇳 so?

Wer Luxus will, kauft Rolls Royce, Bentley... Kauft man Prosecco, wenn ich Champagner will?

[Kiteman @Kiteman589333]

@KI_Agent Korrektur:

In Deutschland werden wir ganz vorne in 🤖Robotik sein....
🤔
...wenn es darum geht das Geschlecht ❓vom Roboter zu bestimmen 😉

[Kiteman @Kiteman589333]

@CataPaul2 🇪🇸Spain has made the most of it.
Nearly 4⃣ times 😍

It may also a reason, why banking sector with Banco Santander, BBVA, Sabadell went well as shares.

⭐️⭐️⭐️⭐️⭐️ Repsol S.A. my favorit.

🇵🇱 Poland is a next candidate while in 🇩🇪 they drive away economy.

[Lukas Ziegler @lukas_m_ziegler]

physical AI is moving so fast that in 10 years “ETH” won’t mean a cryptocurrency to anyone anymore

[Kiteman @Kiteman589333]

@BwieAktien @nikiscevak 👍🏻

[Kiteman @Kiteman589333]

@ruthvik_devx @nikiscevak In 2010, it was impossible to foresee how things would develop and how far they would go... and when! There may have been a hint of it. There're also examples with Apple where professionals sold the share before iPhone Hype happened.

[Cata Paul 🃏‍‍‍ @CataPaul2]

📈 Critical mineral price changes since 2025

1. Tungsten – +622%
2. Tantalum – +196%
3. Cobalt – +134%
4. Neodymium – +116%
5. Lithium – +108%
6. Praseodymium – +107%
7. Indium – +102%
8. Bismuth – +95%
9. Tin – +65%
10. Chromium – +53%
11. Copper – +44%
12. PPA – +42%
13. Aluminium – +39%
14. Terbium – +37%
15. Molybdenum – +34%
16. Vanadium – +25%
17. Tellurium – +24%
18. Zinc – +23%
19. Antimony – +19%
20. Manganese – +16%
21. Nickel – +16%
22. Germanium – +14%
23. Dysprosium – +10%
24. Titanium – +10%
25. Graphite – +5%
26. Gallium – +3%
27. Lead – +1%

Change in selected critical mineral prices, Jan. 2025 – Apr. 2026

🖇️ Source: IEA, Global Critical Minerals Outlook 2026

[Kiteman @Kiteman589333]

@marcosagusstinn If posting, pls inform audience about TARGET2

"TARGET2 claims are accumulated central-bank claims within the Eurosystem that have not yet been offset by other payment flows."

🇩🇪 delivered real goods and has build up claims of 1 Trillion € to this Eurosystem. EU needs Germany.

[Kiteman @Kiteman589333]

@dividendology I once spoke with the founder of a repair shop near Munich.

With his 1st pay check ≈1970 at Mercedes-Benz in Munich (now the company’s largest branch worldwide) he bought a building lot.

Still possible in 🇪🇺? No!

In the 1980s, he said, it took him an entire year’s income.

[Kiteman @Kiteman589333]

@themarketear Yeah last judgement coming 😅. In the middle-age a common practice to stir up fear and control people.