Weissenstein & Partner @Weissenstein_P

#Vermögensverwaltung #wealthmanagement | es twittert @chr_off | not investment advice wahren-wachsen.ch Zürich, Schweiz Joined December 2017

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Christophe Barraud🛢🐳 @C_Barraud

4 weeks ago

🌐 Governments are borrowing at a record pace. Since the start of the year, sovereign issuers have already raised more than $500 billion in syndicated bond markets, more than during the first half of 2020, at the height of the Covid period. In my view, this is one of the most important macro signals right now. ⚠️ Governments now have to finance many more things at the same time like defense, infrastructure, energy transition, aging populations, support for households facing price shocks, and the refinancing of debt issued during the Covid period. The world is becoming more expensive to run but the major difference with the 2010s is that money is no longer free. ➡️ Even though investors are still buying sovereign debt, they are now demanding higher yields. Markets are not panicking but they are becoming more selective and are favoring shorter maturities, paying closer attention to fiscal credibility, and starting to distinguish between countries that use debt to finance productive investment and those that borrow mainly to cover current deficits. This is not yet a debt crisis but it is clearly the end of fiscal complacency. *Bloomberg link: bloomberg.com/news/articles/…

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a month ago

What if we are being misinformed in order to keep a lid on the oil price? What if talks are actually NOT going well and a peace treaty is NOT in fact imminent? What if there is no actual "cease fire" given ongoing kinetic action by both sides? What if Exxon and Chevron are right and working inventory levels are about to be breached in the coming weeks resulting in a price spike? What if the Strait does NOT in fact open, while everyone believes it will because "it has to"? What then???

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James Wynn @JamesWynnReal

a month ago

I’m glad someone see’s it. It’s the last and final pump in the NDQ until SHTF.

Heidi @blockchainchick

a month ago

The SpaceX IPO is the most brazen retail fleecing in modern market history. NASDAQ has REWRITTEN the index rules specifically for this listing. The 10% minimum free float requirement: gone. The 3 to 12 month seasoning period before index inclusion: cut to 15 trading days.

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Weissenstein & Partner @Weissenstein_P

2 months ago

Meanwhile, S&P 500: 7'200, all time high

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Weissenstein & Partner @Weissenstein_P

3 months ago

Maybe about time, that someone with a functioning brain in this cabinet is considering the 25th Amendment (Section 4) which allows the VP and a majority of the Cabinet to declare a US President "unable to discharge the powers and duties of his office." It’s the Constitution’s emergency brake for physical or mental incapacity. 🇺🇸⚖️ #25thAmendment #USPolitics

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Edward Luce @EdwardGLuce

3 months ago

Trump administration is taking money Europeans and others have paid for arms for Ukraine and other purposes, not delivering said arms, and spending cash to help with self-created Gulf mess. This is not a trustworthy power. Credibility incinerated.

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Joumanna Nasr Bercetche @JoumannaTV

3 months ago

Bloomberg Economics: In a scenario where oil hits $170 (strait closed for 3 months) before returning back to $100 by year end, how big is the modelled shock? US inflation +1.6%, US GDP -0.3% UK inflation +1.9%, UK GDP -1.1% EZ inflation +2.0%, EZ GDP -1.2%

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Weissenstein & Partner @Weissenstein_P

4 months ago

People in need of liquidity sell any position with gains on it.

Daniel Lacalle @dlacalle_IA

4 months ago

A gold slump based on fears of central banks hiking rates and selling reserves shows a misunderstanding of how the monetary policy system works. A gold slump based on fears of a recession is even less justified. Any answer to today's risks will be more currency printing, not

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Weissenstein & Partner @Weissenstein_P

4 months ago

maybe, Bessent is already doing what some have been warning about: manipulating the futures market. always expect the most stupid actions from this motley crew in the White House US intervention in oil futures would be ‘biblical disaster’, CME warns - giftarticle.ft.com/giftarticle/ac… via @FT

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THE SHORT BEAR @TheShortBear

4 months ago

Pressure your allies, question NATO, mock European leaders, slap tariffs on them, and ease sanctions on your adversaries. Then start a war against the advice of top generals and without informing your partners. And now you’re asking those same allies for help without even asking… The irony.

*Walter Bloomberg @DeItaone

4 months ago

TRUMP: COUNTRIES OF WORLD THAT RECEIVE OIL THROUGH HORMUZ STRAIT MUST TAKE CARE OF THAT PASSAGE, AND WE WILL HELP

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Weissenstein & Partner @Weissenstein_P

4 months ago

An der Party auftauchen, wenn sie schon gelaufen ist. Eine gute Idee?

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Oliver Groß @minenergybiz

4 months ago

Imagine paying six times the price of natural gas and running a competitive industry in Europe

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Weissenstein & Partner @Weissenstein_P

4 months ago

Das 🇬🇧 Pfund nur noch ein paar Zentimeter von der Parität gegen den #CHF entfernt. -90% über 50 Jahre. Verrückt eigentlich. Und ja, es sagt auch etwas aus über die Art und Weise wie Britannien von Labour und den Tories "verwaltet" wird. Kein Wunder, dass die Briten not amused sind

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Weissenstein & Partner @Weissenstein_P

4 months ago

Die Kommentare zu #Bitcoin (aktuell bei $64'900) am heutigen Tag sind schon interessant. Man sollte es vielleicht nicht so kompliziert machen. Bitcoin ist einfach ein Risk Asset, das sich einfach liquidieren lässt. Auch am Wochenende.

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Weissenstein & Partner @Weissenstein_P

4 months ago

Es scheint eilig zu sein.. Nicht dass sich das IPO Fenster für eine maximale Bewertung noch vorzeitig schliesst. #SpaceX

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Samuel Rines @SamuelRines

4 months ago

Oh boy … We are going to have a crisis of understanding Balance of Payments accounting for the next week or so.

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Weissenstein & Partner @Weissenstein_P

5 months ago

Global markets outperforming Trump USA

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Weissenstein & Partner @Weissenstein_P

5 months ago

Die Schweizer Wirtschaft hat mehrere Probleme. Es sind nicht nur die Konjunkturschwäche in Europa oder Strafzölle grosser Handelspartner. Eine Stärke des Landes - der Franken - wird zunehmend zur Falle für die Industrie mit unabsehbaren langfristigen Folgen für den Werkplatz. Die Frage ist nicht ob, sondern wann und wie die #SNB reagieren muss. Wertverluste ggü. #CHF über 12 Monate: USD 15% / JPY 15% / GBP 6% / EUR 3% etc.