seren

Het toeval loopt volgens verwachting.

Serendipity, investing in IoT, HAD, ADAS.

[Nico A. Inberg @NicoInberg]

Op 20 mei spraken we management BAM. Afdronk: komende jaren rugwind voor bouwers. A.s. maandag komt BAM in de eurostoxx 600. Market cap nu boven de 3 miljard, Heijmans weer voorbij.

[Niels Koerts @KoertsNiels]

Ik val misschien in herhaling, maar het kabinet is inzake box 3 echt volledig de weg kwijt. Tijdens het lezen van de kabinetsbrief aan de senatoren kom ik de volgende bizarre passage tegen:

"Het kabinet herkent niet dat startende dan wel middelgrote beleggers in het nieuwe box 3 stelsel slechter af zijn. Zowel niet ten opzichte van het huidige box 3 stelsel als ten opzichte van grote vermogens."

Met het verdwijnen van het heffingsvrij vermogen van circa €59.000 pakt de nieuwe box 3 juist voor kleine beleggers heel slecht uit. En dan heb ik het nog niet eens gehad over het hoge belastingtarief van 36%.😟

Als je het probleem niet herkent, dan ga je het ook niet oplossen.

[Anthony Scaramucci @Scaramucci]

Today is the real Liberation Day.

[seren @fm_seren]

@Jambient Nee, daar gaat het niet over. Het probleem is de belasting op risico, waardoor zeker over meerdere jaren, het beleggen met risico niet meer rendeert #box3 @NOS

[Neil McCoy-Ward @NeilMcCoyWard]

Netherlands has now approved a 36% tax on unrealized gains…

Let that sink in.

You invest €1,000.

Year 1:
• Stock doubles to €2,000
• You didn’t sell. Didn’t cash out. Didn’t touch it.
• Government: “Congrats on the €1,000 gain. That’s €360. In cash.”
• So now you’re forced to sell shares just to pay the bill.
• Everyone else does the same.
• Selling pressure spikes.
• Stock tanks to €800.
• After tax? You’ve effectively got €440 left.

Year 2:
• Stock rebounds to €1,200
• Government: “Another €400 gain. Pay €144.”
• More forced selling.
• Price drops again.
• You’re down to €756.

Year 3:
• Stock crawls back to €1,000 — exactly where it started.
• Government: “That €100 move? We’ll take €36.”
• Capital starts leaving the country.
• Investors stop playing the game.

Total taxes paid: €540.
Total actual gain: €0.
Value left in your pocket: €460.

You lost 54%… on an investment that broke even.

The only guaranteed winner?
The government:

“Thanks for the contribution, you’re helping to make society more equitable.”

[Jay in Kyiv @JayinKyiv]

The most suppressed account on this platform is the candidate that is about to unseat Russian-backed kleptocrat Victor Orban.

Although polling 12 points above Putin's puppet party, on this platform Magyar needs your follows.

[Michael McFaul @McFaul]

How to lose the 21st century to China:

1. Unilaterally disarm regarding the soft power competition by ending economic aid and international media agencies.

2. Impose tariffs irrationally on everyone.

3. Invade Greenland, break up NATO, and isolate the US from the entire world.

4. Defund universities.

5. Discourage the best and brightest from immigrating to the US.

6. Withdraw from international organizations, handing over their control to the Chinese Communist Party.

7. Foment polarization between Americans.

8. Stop supporting democracy abroad; just talk about power.

9. Weaken American democratic institutions at home.

[CALL TO ACTIVISM @CalltoActivism]

Rep. Steve Cohen spits FIRE:

“She’s dead…. And we’ve seen our President, VP, and CRUELLA NOEM go after her as if she was a domestic terrorist.”

They killed her and they covered it up. America 2026.

[Justin Wolfers @JustinWolfers]

What can history teach us about what happens when a populist strongman with an idiosyncratic taste for low interest rates undermines central bank independence?

[Stefano @italypete10]

@Scaramucci If trump even attempts any military action near or on Greenland we will be fighting our own European allies/NATO. Who hold 2.3 trillion in US Treasuries. Even the threat of a sell off could potentially create an economic tsunami.

[Mikkel Rosenvold @RosenvoldGeo]

Denmark provides Greenland with ~ $12.000 per Greenlander each year. And that’s just the block grant.

On top of that comes free healthcare, free college education etc. Denmark also paid for the two new international airports in Nuuk and Ilulissat.

If a Greenlandic citizen needs specialized treatment, Denmark literally pays to have them flown to Copenhagen and treated - usually at our top hospital (Rigshospitalet).

[DCinvestor @DCinvestor]

JD’s problem is he wants to be the smartest guy in the room while also trying to play the principled idiot

it’s a combo which just doesn’t work and i don’t think he can win a general election at the top of the ticket

further, if you want to lead with being condescending and somewhat angry, then you must at least be charming

[Mohamad Safa @mhdksafa]

I cancelled my World Cup tickets.

The ICE may decide that I am a gang member, and I'll be locked in prison for a year with no charges, no hearing, no trial, no right to consult a lawyer, no phone call.

The US is not safe to visit.

[seren @fm_seren]

Tijdens het formatieproces heeft Jetten (D66) een optie genoemd van een kabinet zónder de VVD, maar met CDA, GroenLinks-PvdA, JA21 en de ChristenUnie. Het laat zien dat Jetten samenwerken met JA21 als optie ziet, en Koolmees beaamt dat daar geen blokkade bestaat.

[Koen Hoefgeest® Optie Advies @Hoefgeest]

En nu ? 🙄

[Yorick @YorickB]

Instant update, want nieuwe inschatting briefstemmers obv:
https://t.co/TCYuuz53pI

[seren @fm_seren]

@WeAreAjax1 een stuk beter dan de opstelling van johnny

[Nico A. Inberg @NicoInberg]

Ray gaat nog een keer gelijk krijgen

[Farrukh @implausibleblog]

Mark Carney, "The lessons of Brexit are beginning to be applied to the United States"

"When you break off or substantially rupture trade relationships with your major trading partners, Canada included - the most important trading partner of the United States"

"You end up with slower growth, higher inflation, higher interest rates, volatility, weaker currency, a weaker economy"

"We're seeing the early stages of that in the United States"

[The Cryptomist @Thecryptomist]

$ETH

This #Ethereum analysis is aging well from last week.
$1830 next from here.