Oliver Hellborn

I'm a Half German half Peruvian from Luxembourg. I speak 🇩🇪 🇬🇧 🇪🇸 🇸🇪 🇫🇷 🇳🇱 🇱🇺 Investment Advisor at a Private Bank. Views are my own.

[Oliver Hellborn @sirolivert]

@KrisAbdelmessih A bit more niche but I’ve been using this - it takes a lot less space and the machine is super capable. Can highly recommend it, especially as it can create a workout plan based on your goals

[Abdulkadir | Cybersecurity @cyber_razz]

The EU Parliament voted 311 to 228 in March to kill Chat Control.

Parliament rejected it.

Dead.

Expired April 3.

The Council’s own lawyers said it violates the right to privacy under EU law.

Signal said they would leave Europe rather than scan messages.

WhatsApp said the same.

500 cryptographers signed an open letter calling it dangerous.

Everyone said no.

Yesterday the EU Council brought it back anyway.

Using a second reading procedure that requires Parliament to find 361 absolute votes to kill it again.

That threshold is almost impossible to hit.

The Parliament voted 311 against.

Now they need 361 against.

The Council used a procedure that has no clear precedent in EU history.

Roberta Metsola, the President of Parliament, is helping push it through.

Even though Parliament she leads already rejected it.

The vote is Thursday.

If it passes platforms must scan every message before encryption happens.

Hash-matching against known databases.

Machine learning for unknown material.

Real-time text analysis for grooming patterns.

All warrantless.

All without judicial oversight.

All catching innocent people at 13-20 percent false positive rates.

Millions of flags per day in the EU.

All of it.

The Parliament said no.

The Council heard no.

Scheduled a vote Thursday anyway.

The rules of democracy do not apply when the outcome is predetermined.

[Oliver Hellborn @sirolivert]

@MartinShkreli Imagine seeing this and thinking we are in a bubble.

[Oliver Hellborn @sirolivert]

@jeuasommenulle Thankfully rain is anticipated for Sunday

[Oliver Hellborn @sirolivert]

@AndreasSteno Most mag 7 valuations (excluding Tesla) are in the 20’s (and even below) from a fwd P/E perspective. All this negativity is already in the price, yet people are still concerned

[Oliver Hellborn @sirolivert]

@INArteCarloDoss Cushing not looking great either

[Oliver Hellborn @sirolivert]

@INArteCarloDoss I’m doing something seriously wrong with my life, the guy had/has 1 billion AUM!!

[Oliver Hellborn @sirolivert]

@ecb @Lagarde Didn’t know climate and nature crises were within your mandate, I thought you are a central bank?

[Oliver Hellborn @sirolivert]

@jimcramer Top

[Oliver Hellborn @sirolivert]

@bennpeifert And definitely do not listen to someone wearing a bitcoin hat.

[Oliver Hellborn @sirolivert]

@ainyrockstar Neustes aus der Fabrik für hirnverrotteten Abfall.

[Oliver Hellborn @sirolivert]

@DeepDishEnjoyer I would recommend reading this, the author spent a decent amount of time with Jensen and people close to him, and based on what I’ve read i would say he’s telling the truth.

[Oliver Hellborn @sirolivert]

@FCBayern Wahnsinn. Zu 11 wäre das locker ein 4 oder 5:0

[Oliver Hellborn @sirolivert]

Going out on a limb here but this is a buy signal after a horrific run. https://t.co/pDll16v0SR

[Oliver Hellborn @sirolivert]

European Cooperation going great 👍

[Donald Tusk @donaldtusk]

Polish court denied extradition to Germany of a Ukrainian national suspected of blowing up Nord Stream 2 and released him from custody. And rightly so. The case is closed.

[Oliver Hellborn @sirolivert]

@TheSpeculator0 I live in Luxembourg, can confirm that free public transport is a disaster

[Oliver Hellborn @sirolivert]

@agnostoxxx Short answer: secondary values, especially for hybrids. Check for how “little” you can get a 296 or SF90… I’ve heard that the CEO gets rather touchy when you ask him about the subject

[Oliver Hellborn @sirolivert]

@PiQSuite Eurostoxx 50?

[Oliver Hellborn @sirolivert]

@TGE_LDNM Can’t believe I sold mine for 25k€… But thank you for the recommendation back in the day, what a car!

[Oliver Hellborn @sirolivert]

@bennpeifert Agreed, it’s one of the very few outliers. What surprised me was the large difference in risk adjusted returns. I think given the lack of growth within Europe, it’s not a bad way to get exposure within the region