Emil Møller
@EmilMoller10
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Former PM and Macro analyst, now Quantitative Power Trader and Strategist Languages, books and kids Regular contributor https://t.co/37wR1xO47j
Joined November 2020
Jeg har aldrig rigtigt meldt mig til andet end at tage straffekast, men nu er jeg på valg for første gang til #kv25 Så. Medier, venligt stemte vælgere, landsbytosser og konspirationsteoretikere. Lad det være kendt at nok den eneste S (måske eneste overhovedet?) kandidat med en
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This
Enough insults. Maybe Europeans should also stop turning a blind eye to macroeconomic-scale tax circumvention by US multinationals through Ireland. Let’s see what the impact on p/e and market valuation that will have on those companies…
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Fravær af progressiv beskatning af bolig og NIMBY politik har skabt en kæmpe kapital divergens imellem land og by. En kombination af udflytning af statslige arbejdspladser, samt subsidiering af livet på landet, er ok i en hvis mængde. Men det kommer aldrig til at vende
Skolerne skal placeres hvor der ikke er nogen børn, busserne skal køre hvor der ikke er nogen passagerer og solcellemarker skal ligge hvor der er mindst mulig plads og flest mennesker. Alt andet er bare mega uretfærdigt 😡 https://t.co/0TIBndPF0n
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The new 🇺🇸 security strategy proclaims, among other remarkable things, as an aim of 🇺🇸 policy ”cultivating resistance to Europe's current trajectory within European nations.” That’s JD Vance on steroids.
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Yes
Japan hasn’t “lost control” of anything. Rising JGB yields + a weaker Yen aren’t a crisis, they’re the strategy. A central bank that: • owns ~50% of its own bond market • pioneered QE, ZIRP, NIRP & YCC • is quietly boosting exporters, pressuring China & still funding U.S.
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The IMF never thought Argentina’s reserve target was even remotely realistic. Its just politics
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Alle de europæiske politikere der stemmer for den her regulering skylder at besvare: Hvor meget co2 hindre den her papir jungle og til hvilken pris? Og hvem betaler den?
Companies drown in 3,000 hours of paperwork to tap EU climate funds
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Dry bulk telling you the end is not nigh
Dry Bulk equities are jumping for a very strong morning. A number of new 52 week highs. $NMM $SBLK $BDRY $HSHP $CMBT $GNK $PANL $SB $SHIP
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Probably luck huh
Politicians who later become congressional leaders trade stocks like everyone else ... until they ascend to power. After ascension, their portfolios beat peers by 47 (!!!) percentage points a year through trades timed around bills and firms that later get government contracts.
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I teorien er private tilbud med profit fint. Men mange af de her decentrale services er bare risky: Hvis man skal tjene penge på at drive en børnehave etc hvordan gør man så? Bruge færre penge på løn/kapacitet (kan komme med lavere kvalitet). Dernæst åbner man døren for den
Kriminalitet, terrorstøtte, og dårlig kvalitet hos profit-bostederne. Lad os nu får profit ud af vores sociale sektor. Det var @radikale (og @BornsVilkar) der spændte ben for et profitforbud under sidste regering efter pres fra de private velfærdsprofitører. Er I glade for
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Yep. Politikerne vil gerne være "grønne", så de vil meget gerne præsentere nye VE anlæg, men mange steder er det suværent mest presserende kabler og infrastruktur. Det koster også mange penge men det knap så sexet
"E.ON chief urges Germany to deprioritize wind and solar for grid connections" “At this stage it no longer makes sense to massively subsidize new capacity, especially when another wind turbine adds costs but hardly any benefit.”
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I have a 2.6% 30-year mortgage will never pay it off you'd have to be the stupidest person in the entire universe to do that
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Er jeg den eneste der finder den her slags deprimerende? Halvdelen af befolkningen over 50, snart 60. Jeg håber der er flere børn derude når/hvis jeg når den alder
The best part about this is that South Korea's median age is already 46 and is projected to kept rising at close to half a year per year for a very long time.
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Well should not surprise
Global bond investors are beginning to view some emerging markets as safer than many far richer nations, a momentous shift that’s setting the stage for the next phase of outperformance in the asset class
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The fact that Tucker doesn’t challenge this reversionist nonsense at all speaks volumes
Putin telling Tucker that it was actually the Poles who started the Second World War by forcing Hitler to invade Poland (together with the Red Army). There was no pushback on these statements from Tucker during the interview
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SVM-regeringen er død. Så kort kan det siges. Jeg har nu gået og tygget på valget og mine mange snakke med borgerne i Lyngby, Lundtofte og omegn, og vælgernes tale er ret tydelig: Danskerne siger nej tak til SVM-konstellationen. Jeg står meget gerne på mål på SVM-regeringen, og
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