Roaring 20s Redux
@mishoiliev.bsky.social
Lives in Belgium. Politics. History. Used to do law then got a degree in economics. Fan of Keynesian economics, therefore, by MAGA’s standards, I am a communist 😂
Book just arrived
December 1, 2025 at 6:51 PM
Book just arrived
“Hey, it’s bubble!”
December 1, 2025 at 6:12 AM
“Hey, it’s bubble!”
Reposted by Roaring 20s Redux
Five-byline alert: 🚨
“.. the full scope of [Witkoff’s talks] went much further, according to people familiar .. They were privately charting a path to bring Russia’s $2 trillion economy in from the cold—with American businesses first in line .. to the dividends. 🇺🇦
www.wsj.com/world/russia...
“.. the full scope of [Witkoff’s talks] went much further, according to people familiar .. They were privately charting a path to bring Russia’s $2 trillion economy in from the cold—with American businesses first in line .. to the dividends. 🇺🇦
www.wsj.com/world/russia...
November 29, 2025 at 12:30 PM
Five-byline alert: 🚨
“.. the full scope of [Witkoff’s talks] went much further, according to people familiar .. They were privately charting a path to bring Russia’s $2 trillion economy in from the cold—with American businesses first in line .. to the dividends. 🇺🇦
www.wsj.com/world/russia...
“.. the full scope of [Witkoff’s talks] went much further, according to people familiar .. They were privately charting a path to bring Russia’s $2 trillion economy in from the cold—with American businesses first in line .. to the dividends. 🇺🇦
www.wsj.com/world/russia...
Reposted by Roaring 20s Redux
Demolishing the East Wing of the White House before finalizing plans for what will be built above its ruins is a near-perfect metaphor for Trump's approach to economic policy. The only difference is the wrecking crew doesn’t claim the rubble is evidence of unprecedented growth.
November 29, 2025 at 3:46 PM
Demolishing the East Wing of the White House before finalizing plans for what will be built above its ruins is a near-perfect metaphor for Trump's approach to economic policy. The only difference is the wrecking crew doesn’t claim the rubble is evidence of unprecedented growth.
German infrastructure would be critical for defeating a potential Russian war of aggression against European NATO countries
November 27, 2025 at 9:56 AM
German infrastructure would be critical for defeating a potential Russian war of aggression against European NATO countries
It’s not about *still*. I’d say increasingly. As Europe rearms, scales up and develops new military capabilities that make it less and less dependent on the US, America is rendered less able to unilaterally decide on anything in the region.
Most US analysts don’t seem to grasp that.
Most US analysts don’t seem to grasp that.
“.. the Witkoff-Dmitriev plan” demands that a substantial share of $300 billion of frozen Russian state assets “be carved up between Washington and Moscow .. This has apparently disappeared from subsequent versions, but there’s no mistaking the intent.”
www.bloomberg.com/opinion/arti...
www.bloomberg.com/opinion/arti...
November 27, 2025 at 7:29 AM
It’s not about *still*. I’d say increasingly. As Europe rearms, scales up and develops new military capabilities that make it less and less dependent on the US, America is rendered less able to unilaterally decide on anything in the region.
Most US analysts don’t seem to grasp that.
Most US analysts don’t seem to grasp that.
Reposted by Roaring 20s Redux
Russia has no veto over Kyiv’s bid to join NATO, alliance chief Mark Rutte said today — rebuffing a peace deal proposal floated by Moscow and Washington that would block Ukraine from the alliance.
Rutte rules out Russian veto on Ukraine joining NATO
The alliance chief also warned that the threat Moscow poses to Europe will far outlast any peace deal reached with Kyiv.
www.politico.eu
November 26, 2025 at 5:07 PM
Russia has no veto over Kyiv’s bid to join NATO, alliance chief Mark Rutte said today — rebuffing a peace deal proposal floated by Moscow and Washington that would block Ukraine from the alliance.
I’m now convinced more than ever that Novo Nordisk’s bottom is in the rearview mirror. Yesterday was peak bad news. It’s not going to be easy to have any new huge damning news. Shares recovering well on/after peak bad news is good news.
November 26, 2025 at 1:30 PM
I’m now convinced more than ever that Novo Nordisk’s bottom is in the rearview mirror. Yesterday was peak bad news. It’s not going to be easy to have any new huge damning news. Shares recovering well on/after peak bad news is good news.
Trump could have said something like:
“What are you talking about? We’re not issuing or planning any illegal orders!”
But he didn’t…
“What are you talking about? We’re not issuing or planning any illegal orders!”
But he didn’t…
November 25, 2025 at 8:09 PM
Trump could have said something like:
“What are you talking about? We’re not issuing or planning any illegal orders!”
But he didn’t…
“What are you talking about? We’re not issuing or planning any illegal orders!”
But he didn’t…
Peak Russo-American hubris and power in Europe. My take is that from here on these two will gradually be diminished as important political factors in Europe.
November 25, 2025 at 10:30 AM
Peak Russo-American hubris and power in Europe. My take is that from here on these two will gradually be diminished as important political factors in Europe.
America First will make America so powerful and indispensable… oh, wait!
❗️The 🇳🇱Netherlands plans to develop its own budget analogue of the 🇺🇸American Tomahawk missile.
November 24, 2025 at 10:45 PM
America First will make America so powerful and indispensable… oh, wait!
Chatbots (that also go by the sexier name AI) are expected to increase productivity but there’s evidence that they often do the opposite…
November 24, 2025 at 10:44 PM
Chatbots (that also go by the sexier name AI) are expected to increase productivity but there’s evidence that they often do the opposite…
Even if technically chatbots (also called AI) are not a bubble, the expected return on the investment falls short of what’s needed to justify the massive build up of data centres. This is concerning.
November 24, 2025 at 10:33 PM
Even if technically chatbots (also called AI) are not a bubble, the expected return on the investment falls short of what’s needed to justify the massive build up of data centres. This is concerning.
Reposted by Roaring 20s Redux
Putin’s plan for Ukrainian surrender does not serve American national interests
Putin’s plan for Ukrainian surrender does not serve American national interests
Ukrainians and their democratically elected leaders will have to assess how to deal with Putin’s latest 28-point proposal for Ukrainian surrender — sometimes referred to as “Trump’s peace plan.”
It’s...
kyivindependent.com
November 23, 2025 at 11:05 PM
Putin’s plan for Ukrainian surrender does not serve American national interests
Just added Novo Nordisk again. Added also Energiekontor (EKT).
I can’t lie. Investing in US large cap growth was more fun than bottom fishing in European stocks. So far it mostly sucks.
I can’t lie. Investing in US large cap growth was more fun than bottom fishing in European stocks. So far it mostly sucks.
November 24, 2025 at 1:23 PM
Just added Novo Nordisk again. Added also Energiekontor (EKT).
I can’t lie. Investing in US large cap growth was more fun than bottom fishing in European stocks. So far it mostly sucks.
I can’t lie. Investing in US large cap growth was more fun than bottom fishing in European stocks. So far it mostly sucks.
Many startups do the fake-it-until-you-make-it stuff. The problem for OpenAI is theirs is mind-blowingly capital intensive. And all they offer is a chatbot that hasn’t yet proven exactly how useful it will be in increasing productivity.
November 21, 2025 at 2:03 PM
Many startups do the fake-it-until-you-make-it stuff. The problem for OpenAI is theirs is mind-blowingly capital intensive. And all they offer is a chatbot that hasn’t yet proven exactly how useful it will be in increasing productivity.
Private credit does not involve maturity or liquidity transforming the way classic shadow banking does. LPs that provide private credit are primarily equity financed. They’re not borrowing short term in order to make long term lending. Systemic risks from private credit is not comparable to 2008
November 18, 2025 at 4:49 PM
Private credit does not involve maturity or liquidity transforming the way classic shadow banking does. LPs that provide private credit are primarily equity financed. They’re not borrowing short term in order to make long term lending. Systemic risks from private credit is not comparable to 2008
Reposted by Roaring 20s Redux
“Radicalization doesn’t usually mean that someone abandons their old beliefs. Instead, it usually means that someone is convinced to embrace the worst version of themselves.”
Holy shit yes that’s exactly it
Holy shit yes that’s exactly it
he really is just a nazi, who appears to take joy in the fact that he once sort of knew better. www.everythingishorrible.net/p/was-vance-...
November 14, 2025 at 12:15 PM
“Radicalization doesn’t usually mean that someone abandons their old beliefs. Instead, it usually means that someone is convinced to embrace the worst version of themselves.”
Holy shit yes that’s exactly it
Holy shit yes that’s exactly it
Believe it or not, I never owned a car before. But now I got this plug-in hybrid Golf. Second hand, of course, since buying a new vehicle is a terrible investment, losing value immediately 😀
November 12, 2025 at 8:34 PM
Believe it or not, I never owned a car before. But now I got this plug-in hybrid Golf. Second hand, of course, since buying a new vehicle is a terrible investment, losing value immediately 😀
The feeling of invincibility around Donald Trump has been materially diminished by the decisive victories the Democrats scored.
November 8, 2025 at 11:40 AM
The feeling of invincibility around Donald Trump has been materially diminished by the decisive victories the Democrats scored.
Reposted by Roaring 20s Redux
Chris Murphy: "There will be pretty substantial damage to a Dem brand that has been rehabilitated if on the heels of an election in which the people told us to keep fighting, we immediately stop... if we surrender without having gotten anything, I worry it'll be hard to get them back up off the mat"
November 7, 2025 at 2:54 PM
Chris Murphy: "There will be pretty substantial damage to a Dem brand that has been rehabilitated if on the heels of an election in which the people told us to keep fighting, we immediately stop... if we surrender without having gotten anything, I worry it'll be hard to get them back up off the mat"
Reposted by Roaring 20s Redux
November 7, 2025 at 5:57 PM
This is a bit extreme but it’s important to know that this perspective exists and has some logic and merits
November 7, 2025 at 5:59 PM
This is a bit extreme but it’s important to know that this perspective exists and has some logic and merits
Reposted by Roaring 20s Redux
The invaluable scotusblog.com is liveblogging here: www.scotusblog.com/2025/10/oral...
November 5, 2025 at 3:09 PM
The invaluable scotusblog.com is liveblogging here: www.scotusblog.com/2025/10/oral...