Don't fret about missed gains - unless you could have clearly seen them coming.
Joined December 2018
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Medios AG... German smallcap, healthcare, activits. Sounds nice at first glance... until you realize the activist has a looooooong time horizon and biotech is threatening their 'compounding'.....
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They would even be a prime target for Cencora.... could sell their specialty distribution network in Germany for more than their MC. But their high margin segment depends on it.......... ridiculous.
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Hindsight Capital retweeted
13h
The last two productivity booms created trillions in wealth and the entire tech industry. This one starts from the lowest level since 1982.
If you're not irresponsibly long right now I genuinely don't know what chart you're reading.
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Methinks there is a reason deepseek is so cheap: "DeepSeek does not offer its proprietary web search engine through its API endpoints. The API strictly provides the raw, offline language models."
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5/6 have essentially a blocking insider ownership, mostly family controlled... fck Greece, fck the EU
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Together with the national security intervention re Fable u might wanna stay away from MSFT. Considering the fact they can't even get a stupid VSCode plugin under control... add an onslaught of zero-days...
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The new minimum prices set for cars imported from China are more of the same thing: while China slows down production moving abroad via input controls and probably more, Chinese producers get a free lunch from insanely increased margins, which indirectly threatens EU govt debt.
Whenever I propose an International Gold Settlement Standard to an LLM, I'm always getting the same weak excuses back why it won't work. It all boils down to politicians not ready to face difficult questions and hard solutions. It's all reflective of populist weakness. Rates .
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Whenever I propose an International Gold Settlement Standard to an LLM, I'm always getting the same weak excuses back why it won't work. It all boils down to politicians not ready to face difficult questions and hard solutions. It's all reflective of populist weakness. Rates .
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The EU should just shut out China completely until they harmonize their fcking 'markets'.
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In a few years everyone will be complaining about how simple this stock indicator was:
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damn, shorting private equity just got another angle... seems like they collect all the sht because they are protected from sunlight... let's call em Vampires
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Hindsight Capital retweeted
Jun 13
The US dollar outlook has changed dramatically in the market 🇺🇸 📷 The latest CFTC positioning data compiled by Bloomberg shows hedge funds, asset managers and other speculators have built about $27.8 billion of bullish U.S. dollar positions, the most since February 2025. 📷 De-dollarization stories remain in the headlines, but capital flows paint a different picture. Amidst rising uncertainty, global investors continue to rush into the US dollar. 📷 The key question for investors now is whether this positioning will herald the start of a sustained dollar uptrend, or whether it is a crowded trade ripe for reversal.
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Jun 13
What are the chances that a random Chinese operator won't screw minority shareholders over? I guess I'm going to find out...
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lmao... imagine releasing such a note for a stock that literally has no liquidity... hahahaha
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Jun 13
let's pray that is so and they aren't going to raise more capital now from the public...
$abvx By not issuing a pr to correct the greatest blunder in their history you have to believe share price is now meaningless and the deal is done
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