1Anno·

After the nvidia keynote yesterday, I am now more convinced than ever that my dramatic overweighting in the US is correct $EQQQ (-0,05%) will outshine everything in Europe and Asia. And with this unassailable lead in technology, the independence in energy, the basic military constitution also the entire US economy in the form of the S&P500.

The realization that the Mag7 will no longer dominate the key technologies globally in competition, but together in hegemony is unfortunately not a wake-up call for Europe. We are destroying our own companies and celebrating the arrival of Microsoft and Tesla as an economic success.

14
10 Commenti

immagine del profilo
Let's leave the menial tasks to the Americans.
iPhones, GeForce RTX 5000s and other pointless objects will not stand the test of time.
Birkin bags, Moët champagne, Ferraris and timepieces from IWC Schaffhausen, on the other hand, will forever shape the dreams of young and old.
14
immagine del profilo
@RaphGM and we also have Birkenstock 🇩🇪
3
immagine del profilo
@Mcl1991 How could I forget Birkenstock, even the Pope of the bitten apple had adopted them
1
immagine del profilo
@RaphGM and he knew what was good. You can see
1
immagine del profilo
@RaphGM panic in Switzerland: market for Swiss watches collapses.

In February, Swiss watch manufacturers sold fewer watches abroad than in the same month last year. Overall foreign trade virtually stagnated in February. https://www.fuw.ch/uhrenexporte-erstmals-seit-langem-ruecklaeufig-512011290626
immagine del profilo
At least we still have ASML :D
1
immagine del profilo
I see it the same way 👍🏼
immagine del profilo
Sourpuss comments are not constructive. The innovative strength in Germany is there. What needs to be changed: Transform the mistrust structure of bureaucracy into a culture of trust, optimize access to capital - not just make it easier, but make it what it needs to be.
immagine del profilo
That etf has a rather high ter for a pretty basic composition. Why did you choose this one?
immagine del profilo
100%, DE is on the decline😀
Partecipa alla conversazione