StievelKnievel

[StievelKnievel @Seeglerino]

@KGInvests_ I call it "the always winning syndrome"

[StievelKnievel @Seeglerino]

@JackPrescottX @TheLongInvest Can you just stop remembering things😂?

[StievelKnievel @Seeglerino]

@JackPrescottX Thank you Jack for your constant great research! Your portfolio must be blooming beautifully given the massiv price appreciation of $abcl. It is well deserved

[StievelKnievel @Seeglerino]

@TheLongInvest Inflation remains high, but there is no room for further price hikes, therefore margin pressure going forward

[StievelKnievel @Seeglerino]

@joecarlsonshow Amazon wins in speed, quality, returns, safety, convenience in general and scale.

[StievelKnievel @Seeglerino]

@michaeljburry This is the chart of $lulu, right?

[StievelKnievel @Seeglerino]

@stats_feed 2431

[StievelKnievel @Seeglerino]

0,3 % Wachstum klingen nett, überdecken aber das eigentliche Kernproblem: Die staatlichen Fixkosten laufen der realen Wertschöpfung komplett davon.

Der Blick auf die Ausgabenseite:

Konsum frisst Zukunft:
Über 80 % des Bundeshaushalts sind gesetzlich fest versteinert. Allein in Rente, GKV, Pflege und Bürgergeld fließen jährlich weit über 180 Mrd. € an reinen Steuermitteln, nur um Defizite zu stopfen – Geld, das bei echter Infrastruktur und Bildung fehlt.

Zinsfalle:
Durch die Zinswende verbrennt der Bund jährlich knapp 40 Mrd. € allein für den Schuldendienst – reine Liquidität ohne jeden realen Gegenwert.

Verfassungsrechtlicher Ausgaben-Automatismus:
Das Urteil zur amtsangemessenen Alimentation (15 % Mindestabstand zum Bürgergeld) zwingt Bund und Länder zu milliardenschweren Nachzahlungen und dauerhaft höheren Besoldungen für Millionen Staatsdiener und Pensionäre.

Wachstum durch Staatskonsum:
Wenn das BIP nur leicht wächst, weil der Staat mehr Geld für Verwaltung, Personal und Transfers ausgibt, ist das kein echter Aufschwung, sondern ein statistischer Mengeneffekt.

Das Problem ist kein Einnahmenmangel, sondern eine konsumtive Ausgabenspirale, die schneller wächst als die Wirtschaftskraft.

[StievelKnievel @Seeglerino]

@TimmerFidelity I guess it is a question of your investment timeframe

[StievelKnievel @Seeglerino]

@NiallStanage Because it is a testing ground for new materials, electronic components and moving algorithms in general?

[StievelKnievel @Seeglerino]

One under-discussed reason government bond yields are climbing across the board: hyperscalers, neoclouds and private equity are devouring capital for AI and data centers at an insane scale. That creates real competition for sovereign debt.Europe has an extra problem. Most states have already milked the tax base to the limit. Without meaningful growth, paying these coupons becomes nearly impossible unless the transfer systems finally get a serious rethink

[StievelKnievel @Seeglerino]

@amitisinvesting Also listen "Don't stop me now" and "love of my life"

[StievelKnievel @Seeglerino]

@dannycheng2022 Do you follow $Abcl fundamentally? It is a compelling pre revenue company

[StievelKnievel @Seeglerino]

@JackPrescottX Based on your knowledge. Despite working with an CRO, what kind of roles and organisational additions have to be made, to independently continue running Abcl635?

[StievelKnievel @Seeglerino]

@iHooghvorst Based on your knowledge. Despite working with an CRO, what kind of roles and organisational additions have to be made, to independently continue running Abcl635?

[StievelKnievel @Seeglerino]

@um87777 @AbCelleraBio Why always these analogies to up a company. I want them to compound to the same degree as Berkshire, but that doesn't mean that they have anything in common despite being publicly traded. Let Abcellera become their own beast

[StievelKnievel @Seeglerino]

@RobinhoodApp Resist the narratives

[StievelKnievel @Seeglerino]

@greatmattsby I startet a small allocation at 105$ but I assume they are going to pump up $Spcx up to the next resistance before starting to sell it down

[StievelKnievel @Seeglerino]

@JackPrescottX Besides the outlook of the current programs, I would like to hear Booth talking about the economics of their GMP facility and how it is affecting the operations going forward

[StievelKnievel @Seeglerino]

@vonderleyen Didn't Europes Supreme Court and other national supreme courts like in Germany open the Gates/borders with their ruling that it is unconstitutional to push refugees back without giving everyone an individual fair trial?