MARC

[MARC @marlicpowell]

@CarmenRome88888 @Jea60930295 Yo se de lo que hablo. Soy inversor en la empresa que los compró. Esos aviones estaban parados pq no los quisieron arreglar. En poco tiempo esta empresa los puso a volar para décadas. redujeron la flota de aviones un 20% en España. hasta 2028 no habran opciones para comprar.

[MARC @marlicpowell]

@todoesmentiratv @RaholaOficial 👆

[MARC @marlicpowell]

@todoesmentiratv También se ha reducido la flota de hidroaviones. En 2023 el gobierno vendió 4 super scoopers a una empresa americana. Los remplazos no llegan hasta 2028. vamos, unos cracks. https://t.co/D30VsXB9TC

[Bridger Aerospace @BridgerAero]

🔥🇪🇸🔥
“Bridger’s mission is to save lives and fight fires wherever they occur, and growing our water bombing fleet by 66% gives us the ability to protect global communities against the growing threat of wildfires.”
Tim Sheehy

#spain #globalbusiness #global #firefighter #fire

[MARC @marlicpowell]

@CarmenRome88888 @Jea60930295 Carmen, yo no insulto. Tu artículo interesante, pero, como una persona con dos dedos de frente vende 4 aviones que no se van a reemplazar hasta 5 años después? Esa es la clase de políticos que tenemos. Un puto desastre

[MARC @marlicpowell]

@CarmenRome88888 @Jea60930295 Carmen, mira esto. El gobierno decidio en 2023 que era buena idea venderle a una empresa americana 4 hidroaviones. https://t.co/8TedjaQbxf

[MARC @marlicpowell]

@AGBAbogado @LaEtxebarria pq los pocos que teniamos en 2023 el gobierno decidio venderselos a una empresa americana. el 20% de la flota

https://t.co/8TedjaQbxf

[MARC @marlicpowell]

@LaEtxebarria @LaEtxebarria , lo peor de todo es que el gobierno decidió vender 4 superscoopers de Canadian air en 2023 a @BridgerAero. Te pregutarás, que pasa con los reemplazos? Pues no llegan hasta 2028. Unos cracks.

https://t.co/8TedjaQbxf

[MARC @marlicpowell]

@LaEtxebarria y pq este gobierno decidio que era buena idea vender 4 aviones apagafuegos en 2023 a una empresa americana cuando los remplazos no llegan hasta 2028.

[MARC @marlicpowell]

L’Empordà crema: 2.300 ha i 10 municipis confinats.

Recordatori: el 2023 el Govern espanyol va vendre 4 Canadair apagafocs a una empresa privada dels EUA per 40M€. Els substituts no arriben fins al 2028.

Flota un 20% més petita mentre el bosc crema. 🔥
#IncendiEmpordà

[Bridger Aerospace @BridgerAero]

🔥🇪🇸🔥
“Bridger’s mission is to save lives and fight fires wherever they occur, and growing our water bombing fleet by 66% gives us the ability to protect global communities against the growing threat of wildfires.”
Tim Sheehy

#spain #globalbusiness #global #firefighter #fire

[MARC @marlicpowell]

@CatholicSat https://t.co/CTooqNHZN5

[MARC @marlicpowell]

@gonzalodeoro @vox_bcnciudad @VOXSarria @olivadice Es un desastre. Que ganas de que hayan elecciones.

[MARC @marlicpowell]

@MadridDirecto @gac_md Crack el capo

[Louis-Vincent Gave @gave_vincent]

The financial architecture of the post WW2 world rested on three assumptions:

- US is a benevolent hegemon with an embedded interest in maintaining global trading order
- US controls the world’s sea lanes
- US treasuries could always be transformed into commodities at a moment’s notice

These assumptions are melting away faster than morals at a bachelor party.

So how do we now position portfolios?

I wrote the following last weekend and a number of clients asked me to unlock it, so here is the paper

https://t.co/PpxYN0UswZ

[MARC @marlicpowell]

@Zerosumgame33 👏👏👏

[MARC @marlicpowell]

@Zerosumgame33 Do it. you are fucking good.

[Alexander @AlexfromBabylon]

Unfortunately communism has found its way to my country. Unrealized gains tax + highest tax rate in Europe on investments at 36%.

Fortunate enough to be able to start a Dutch equivalent of LLC and evade this (this tax is on personal level not company level), but our government is on the brink of wiping out the middle class in my country.

Let alone all employees at companies like Nebius and ASML now need to pay 36% unrealized gains on their investments from 2028 onwards together with one of the highest income tax rates in Europe this will make the country less competitive going forward.

Fun fact is that the politicians know this in fact they are even concerned about it, but folded anyway to close a short term budget gap of roughly $2 billion.

We are about to run a major expirement that will be studied for years to come by economists and that has failed spectaculairly in the past.

Powerful second order effects:
> Listed top companies with share based compensation have difficulties to attract top talent, because nobody wants to work in the Netherlands
> Middle class investments wiped out and discouraged, allowing for them to lean in on social security, which increase costs
> Annual reducation in taxable income for the government in the medium / long term
> Wealthy individuals leave the country
> Reduce risk capital available to invest in the Netherlands directly in opposition with Draghi's EU report.

In fact I predict the results will be so scary and bad in a year or three that this will be reversed as soon as possible, but then the damage is already done. It's like watching a crash in slow motion from the side lines.

[MARC @marlicpowell]

@agnostoxxx 🤣🤣

[MARC @marlicpowell]

@orriolsderipoll @salvadorilla @josepramonbosch @vallhebron Silvia, m’agrada la majoria del que dius pero així no.

[MARC @marlicpowell]

@IreneMontero https://t.co/jTVYvLfrkW

[Lucia Etxebarria @LaEtxebarria]

Debéis escuchar este vídeo del escritor cubano homosexual Reinaldo Arenas, diciendo que está harto de escritores que viven en países ricos y democráticos dando lecciones a los que intentaban huir de Cuba.