Sjaak-Jan

Perca Capital is an investment management firm that has specialized in Inflation Driven Investing (IDI).

[Sjaak-Jan @SjaakJan]

Hardware is eating the world.

https://t.co/Pfnrm59qF9

[Sjaak-Jan @SjaakJan]

Once you view debt as narrowing what you can endure in a volatile world, you start to see it as a constraint on the asset that matters most: having options and flexibility.

https://t.co/nIRNjDAKkK via @collabfund

[Sjaak-Jan @SjaakJan]

@long_equity How would the world react when this business has disappeared tomorrow? #snaptest

[Sjaak-Jan @SjaakJan]

There are two types of knowledge: Expiring and permanent.

Paying Attention https://t.co/Pa2CMcEq0D via @collabfund

[Sjaak-Jan @SjaakJan]

What matters most? Asymmetry

https://t.co/sDIB0cP1Fl

[Sjaak-Jan @SjaakJan]

Rent inflation for new listings have peaked, while rent CPI will continue to rise in the next few months. Here is why:

[Derek Thompson @DKThomp]

I wrote about the two big mysteries in the rental market

1. How did rents get so high, so fast?
2. If Zillow (and other private markets) says rent inflation has been going down for months, why does the government say rent inflation is still going up?

https://t.co/Yty3LZZQZt

[Sjaak-Jan @SjaakJan]

Why City Life Has Gotten Way More Expensive - The End of the millennial lifestyle subsidy. https://t.co/KoELalZ6IH

[Sjaak-Jan @SjaakJan]

Now is the time for stockpickers in markets | Financial Times https://t.co/OuLIPW6ZEf

[Sjaak-Jan @SjaakJan]

This is worth your 5 minutes of reading time: Safer, Yet More Afraid Than Ever https://t.co/v2kWW8zZsw via @collabfund

[Sjaak-Jan @SjaakJan]

What are we missing on $EBAY? $32bn Market Cap; $15bn financial assets that can be sold and distributed to shareholders, without affecting the core business that generates $3bn FCF per annum…. Oh, and a nice call option on $ADYN.

[Sjaak-Jan @SjaakJan]

The Fed Is Playing with Fire by Stephen S. Roach @ProSyn https://t.co/eXLPryNgI0

[Holger Zschaepitz @Schuldensuehner]

History doesn't repeat itself, but it often rhymes: ARK Innovation continues to follow Nasdaq's dot-com crash.

[Sjaak-Jan @SjaakJan]

$ARKK is done. Self fulfilling prophecy.

[Sjaak-Jan @SjaakJan]

2022 Resolution: waste less time on news.

Why You Should Stop Reading News https://t.co/gglihmdHnh

[Sjaak-Jan @SjaakJan]

@normonics Growing expectations of rising inflation in society is a self fulfilling prophecy. It is a mass psychology thing with tipping points for every product category.

[Sjaak-Jan @SjaakJan]

Stonk market update via @FT
https://t.co/2RGdDZg7Vd

[Sjaak-Jan @SjaakJan]

There is no easy escape from the global debt trap | Financial Times https://t.co/rq9Qu1K7My

[Sjaak-Jan @SjaakJan]

Bridgewater disagrees.

https://t.co/dY5cOzZHqZ

[Sjaak-Jan @SjaakJan]

More than half of US growth stocks have negative earnings. That happened a few times earlier and did not end up well. https://t.co/BkFdi4c7Gw

[Sjaak-Jan @SjaakJan]

I can recommend you the last @Macrovoices podcast with some great nuanced views from @jsblokland describing the current state of play in fin markets. https://t.co/DIB1IR9y87