Michael A. Arouet

All one needs to know about successful investing in one sophisticated chart 👇

People in Mississippi looking at the Brits and the French at the moment.

@mcltm Right, I must have forgotten about this one.

@MichaelAArouet Neither. Their will be regulations against open-air-museum to protect the climate.

Total market capitalization of the 10 largest European tech companies is $1.4T. Of the 10 largest US tech companies, it is $22T. Overregulation, overtaxation, and lack of venture capital simply throttle innovation. Will it ever change or will Europe become an open-air museum?

Longer closure of the Strait of Hormuz would impact the US economy, but it would decimate European and Asian economies. Europe has more to lose than the US, yet it just keeps debating and does nothing. The left even celebrates staying away. How can one be so naive?

@SBiberger Did you post it from a Google or Apple powered device?

@MichaelAArouet Bubbled up numbers form not that real special companies

@brot_spiele One needs energy to produce beer in the first place

@MichaelAArouet Ze Germanz will burn their beer for energy

Live view of the Germans, after shutting down their perfectly fine nuclear power plants, they first wanted to replace with Russian gas, which a few years later they wanted to replace with LNG shipments from Qatar. But which industrial country needs energy, right?

@BumiBersama20 Spain has lost all credibility. What they do at the moment will go into history books.

@MichaelAArouet Not just naive, but pivoting to cooperate with autocracies, in the case of some countries like Spain. It's like they completely forgot 20th century history, and have no clue what world they're living in now, as well.

This chart makes me laugh every time I see it. The UK, France and Italy are poorer than the poorest US state, Mississippi. Canada and Germany are poorer than the second-poorest US state. The gap will widen. And don’t come with “free healthcare.” You pay for it with absurd taxes

@DannyHillborou1 It’s 90% closed. And the ships going thru go to Asia, not to Europe

@MichaelAArouet It is not a complete closure. Only ships calling at Iranian ports are affected

@AlexDornTakes Well, there is some merit to it. The left somehow assumes that, as they are paid by "the state," it won’t affect them. They don’t understand that they are paid by the taxpayers, not by the state.

@MichaelAArouet The left only celebrates because they support the Ayatollah regime. They also don’t care about the economy or wellbeing of the people here in Europe. It all will lead to their goal - destruction of the western civilisation. Nothing more nothing less.

@Chuck_Petras Unfortunately the same is true for each lost manufacturing job

@MichaelAArouet Each new manufacturing job creates an estimated 2.2 to 5+ additional jobs in other sectors...

The list of mass layoffs announced in Germany is massive. And each of them is followed by countless jobs eliminated by the suppliers. German industry is simply imploding. - Volkswagen (VW): 35,000–50,000 jobs in Germany (core brand ~35,000; group total up to 50,000 by 2030) - Bosch: 13,000–20,000 jobs (mostly mobility division in Germany) - ZF Friedrichshafen: 7,600–14,000 jobs (electric powertrain/drivetrain division) - Mercedes-Benz: ~40,000 jobs (group-wide cost-saving program, significant in Germany) - Continental: Over 10,000 jobs (group-wide, thousands in Germany) - Porsche: Nearly 6,000 jobs - Audi: 7,500 jobs (mainly admin/development in Germany by 2029) - Thyssenkrupp (Steel): 11,000 jobs (at steel subsidiary) - Deutsche Bahn (incl. DB Cargo): Up to 30,000 positions (group; ~6,000 at DB Cargo) - Ford (German operations): ~4,500 (Saarlouis plant closure) + ~2,900 (other reductions) - Schaeffler: ~2,800–several thousand jobs in Germany/Europe - SAP: ~3,500 jobs in Germany (part of 10,000 global) - MAN: ~2,300 jobs (over the next decade) - Lufthansa: About a fifth of administrative jobs (thousands affected) - Wacker Chemie: Over 1,500 jobs (~9% of workforce, mostly Germany by 2026/2027) - RTL Deutschland: ~600 jobs - Zalando: ~2,700 jobs (logistics/distribution in Germany) - Ergo (insurance): ~1,000 jobs by 2030

@InvestInCookies What a mess. The consumer is cooked.

@MichaelAArouet Consumer sentiment is worse...

Dear Lord, this is ugly. It seems that the AI-driven capex boom is helping the stock market, but the consumer is really weak at the moment. Midterms will be really interesting, wouldn’t you agree?

I don’t know about you folks, but I had four grandparents.

German population pyramid: There are twice as many people in their 60s as children born today. Grandparents won’t have enough grandchildren to inherit and use their properties. One must be crazy to invest in residential property in Germany. The same in Spain, Italy and Poland.

That’s really eye-opening. Since January 2024, the US healthcare and social assistance sector has added 1.7 million jobs. Over the same period, all other industries combined have lost 56,000 jobs. This is starting to feel like Europe, where mainly government jobs keep going up.

@LaurenzRod That’s the only way indeed. But then you see really everything they post.

@MichaelAArouet I see every post of everyone I follow [in the order they post them] Because I read the "Following" tab bottom-up. Perhaps I'm unique?

@SanchoPanzy Honestly, it wouldn’t surprise me too much

@MichaelAArouet It’s going to be a wipeout.