Andreas Homberger (@Homberger_A) header
Andreas Homberger (@Homberger_A) profile picture

Andreas Homberger

@Homberger_A

Economics and Financial Markets

Joined December 2020
  • Tweets22.8K
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Photo by Andreas Homberger (@Homberger_A)Photo by Andreas Homberger (@Homberger_A)Photo by Andreas Homberger (@Homberger_A)Photo by Andreas Homberger (@Homberger_A)Photo by Andreas Homberger (@Homberger_A)Photo by Andreas Homberger (@Homberger_A)Photo by Andreas Homberger (@Homberger_A)Photo by Andreas Homberger (@Homberger_A)Photo by Andreas Homberger (@Homberger_A)Photo by Andreas Homberger (@Homberger_A)
Food for thought wsj.com/finance/investing/an…
Anthropic’s ‘Adjusted’ Profit Exposes Wall Street’s Earnings Game

Anthropic’s ‘Adjusted’ Profit Exposes Wall Street’s Earnings Game

The AI developer’s losses were the flip side of the big gains for Amazon and Alphabet.

wsj.com
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Andreas Homberger retweeted
Ulrich Berger (@VARulle) profile picture
Ulrich Berger@VARulleOct 26
Aus aktuellem Anlass ein kleines Beispiel aus Mikroökonomik: Toyz produziert Spielzeugautos und verkauft sie im Shop um € 5 pro Stück. Die Regierung findet das zu teuer und will, dass die Kunden höchstens € 3 dafür bezahlen müssen. Was kann sie nun tun? 1/5
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Beim ersten Versuch mit dem Mietendeckel in Berlin hat sich das Angebot an inserierten Mietwohnungen ruck zuck halbiert.
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I would bet against this statement "This time is different" are expensive terms in financial markets.
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Not a good sign
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US has much higher debt costs that all other countries on the list.
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Another area where China and Asia lead. Interestingly, many European countries are ahead of the USA.
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Aus heutiger Sicht es es denkbar, dass in der Amtszeit KKS beide Schweizer Grossbanken von der Bildfläche verschwinden.
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AI development slowdown
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Production costs of VW (from Bild). Hard to compete.
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BS baut nach AR am wenigsten Wohnungen in CH. Regulierung und Bürokratie funktionieren. bazonline.ch/wohnungsbau-bas…
Schweizweites Ranking: Nur Appenzell Ausserrhoden baut noch weniger als Basel-Stadt

Schweizweites Ranking: Nur Appenzell Ausserrhoden baut noch weniger als Basel-Stadt

Nur rund 400 neue Wohnungen pro Jahr – warum der Stadtkanton so schlecht abschneidet und was die Behörden dazu sagen.

bazonline.ch
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This is a clear disadvantage for the US with its high leverage.
Financial Times (@FT) profile pictureFinancial Times
@FTSep 10
The gap between benchmark borrowing costs in the US and China has reached its widest level ever, threatening to accelerate a shift in capital flows between the world’s two biggest economies. ft.trib.al/ErVDopv
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The US needs a lot of money: 1. Government deficit (5-8% of GDP) 2. Private (close to alltime low) 3. Companies (Capex) One (likely) source is external (from abroad) financing. But it means large capital imports and by implication a (big) current account deficit.
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No rare earths no jets. Who holds the cards?
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Biggest budget deficit ever. Income from tariffs: negative.
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5Y performance (in LC) through 31.07.2026: - MSCI EMU: 65% - MSCI USA: 75% - European Banks: 321% - Mag 7: 189% - Semis: 256% PE European banks: 11. Conclusion: hype vs. reality & the stock market is not the economy.
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Interessante Taktik von Vollering und Reusser. Hoffentlich gewinnt KN am Ende die Tour.
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Models and applications are the driver of all the CAPEX and the high margins in the other areas.
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Question to AI specialists: why did the token price index from Silicon Data go down by around 15 yesterday?
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The US becomes more and more protectionist. Short term gain (maybe), long-term pain (for sure).
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