Skalli

Tweets are no financial advice. DYOR ⚠️
Volatility Enthusiast, Student of Cyclical Investing

[Skalli @dmo_cap]

Depot per Ende März:
Performance YTD -1%

Wohin nur mit dem Cash? Warren Buffett style horten?

[Geiger Capital @Geiger_Capital]

The reason many of our leaders hate people like Nayib Bukele in El Salvador is because he has quickly proven that crime and societal decline are not inevitable or beyond control…

It’s a deliberate choice allowed by weak leaders, terrible policies and suicidal empathy.

[Bob Loukas 🗽 @BobLoukas]

Cyclical bear market signal here in Stocks. Lets see how it closes today, and then the week.

[Skalli @dmo_cap]

Und, wart ihr heute schon alle tanken? 😉

[Skalli @dmo_cap]

@wallstengine @Nico_2_4_0_7 Impressive turnaround

[Le Shrub🌳 @agnostoxxx]

The Bondi Meme Top ™️

[Skalli @dmo_cap]

@landofthe80s @tschakawaka One of the rare albums where every single song is good. Bad by Michael Jackson is the only other one that comes to my mind...

[Skalli @dmo_cap]

Dividenden konnten ggü 2024 um 30% gesteigert werden :)

[Skalli @dmo_cap]

Für alle Divi-Freunde mal wieder ein Update von meinem Income Portfolio (31.12.2025)
Performance lag in 25 bei 4%. Hab die ETFs mit Ausnahme des Fidelity durch Einzeltitel ersetzt. Den letzten ETF werde ich bei entspr. Depotgröße wohl auch noch ersetzen :)
Viel Erfolg in 26! 🤞🏻

[Skalli @dmo_cap]

Der Absturz im Cryptomarkt hat in Q4 aufgrund der hohen MSTR Position ordentlich gescheppert, hab zumindest noch rechtzeitig Gewinne mitgenommen wenngleich nicht die gesamte Position. Momentan hohe Cashquote, sehe mich gerade um 🙃

[Skalli @dmo_cap]

Mein Depot zum 31.12.25
Performance 2025: -4%
Benchmark (SPDR S&P 500 ETF: +3,6%)
Aktivitäten in Q4:
- teilweise Junior Miners, Crypto ETF und Microstrategy mit satten Gewinnen verkauft
- Oxy verkauft

[Skalli @dmo_cap]

Peak Europe hate on here...

[All The Right Movies @ATRightMovies]

HEAT was released 30 years ago today. Acclaimed as one of the great crime thrillers of the 1990s, and the film that brought Al Pacino and Robert De Niro on screen together, the making of story will walk out on you in 30 seconds flat…

1/46

[Tiho Brkan @TihoBrkan]

Europe is turning (already turned?) Japanese, as the famous song goes.

Its share of global GDP was a formidable force in the early 1990s (during a period when Japanese economy went into stagnation). It stood near 30%, but today the level is closer to 17%.

If the trend persists, European economy might be less relevant than Africa or Latin America soon.

But what’s the root cause of this persistent economic slowdown? There are many, and I don’t claim to have the intelligence to pinpoint them all. But one stands out like a sore thumb.

The chart clearly shows that for Europe, there has been no relative recovery since the GFC.

At least some of the blame must be placed on the EU itself, which has:

• over-regulated
• driven business investment away from the continent
• destroyed its source of cheap energy relationship
• outcompeted by rising economies in key manufacturing area it once dominated (regulation stifles innovation),
• allowed the endless social welfare system
• lacked to generate productivity improvements
• allowed debt levels to increase to nosebleed levels

Perhaps the situation is too hard to fix, or maybe what is needed is a drastic 180 degree turn in policies. What Europe needs the EU parliament and its bureaucracy does not offer. You cannot expect the same people who caused the mess to be able to fix it.

“Insanity is doing the same thing over and over again and expecting different results." — Albert Einstein

[Skalli @dmo_cap]

Soeben mal ein paar Stücke $MSTR und Crypto ETF verkauft und Gewinne realisiert....komische Stimmung momentan

[Skalli @dmo_cap]

#Depot zum 30.09.25
Keine Aktivitäten in Q3.
Rendite YTD: 8,2%
Benchmark (SPDR SP500 ETF) YTD: 0%

[Skalli @dmo_cap]

Hab mal ein bisschen Novo gescooped 🥄

[Skalli @dmo_cap]

@rsd4444 Does it fit in a submarine?

[Skalli @dmo_cap]

Depot zum 30.06.
Performance YTD 0,9%
Benchmark SPDR S&P500: -7%
Käufe in Q2: Amazon
Keine Verkäufe

[Skalli @dmo_cap]

@rsd4444 @Waymo @Uber I haven't, they didn't make it to Germany yet. I would like to though 😬