hervevancaloen
@hervevancaloen
Hervé van Caloen International Portfolio manager I travel too much to be a globalist
Positive news
⚠️China is DUMPING US Treasuries: China has sold $32 BILLION of US government bonds in 3 months, bringing its total to $700.5 billion, the lowest in 17 YEARS. China’s total holdings have now declined by over $600 billion since 2013. China is diversifying from the US Dollar.
$AAPL Apple is an excellent company with one of the most widely held stocks. It had five drawdowns of over 60% and two over 80%. Investing in stocks is not for the faint of heart.
"Clearly, Japan has had enough of China’s recent regional antics." The world has had enough of China's wold diplomacy. Japan Scrambles Jets After China Flies Drone Near Island Close to Taiwan legalinsurrection.com/2025/11/japan-…
Forget rate cuts. The Fed has ended its QT program, which is bullish for the economy and the long end of the yield curve.
The US has become the a superpower in LNG trade in no time at all.
This kind of attitude makes it crucial for the world to decouple from China. Prime Minister Takaichi is going to be a historic leader.
Let's make this clear from the start — Japan must fix its mistake now. Takaichi must apologize, take responsibility, and give the Chinese people a real answer. Japan is now tasting the backlash of its own provocations. Japanese Prime Minister Sanae Takaichi has just taken office…
The most likely outcome is that AI and robots make everyone wealthy. In fact, far wealthier than the richest person on Earth 👀 By this, I mean that people will have access to everything from medical care that is superhuman to games that are far more fun that what exists today.…
JUST IN: Elon Musk says AI and humanoid robots will "eliminate poverty" and "make everyone wealthy."
$NBIS Could This Be the Best Stock to Own for the Next Decade of AI Expansion? finance.yahoo.com/news/could-bes…
Europe needs to reverse its suicidal energy policies if it wants to remain relevant.
Eye-opening chart, just 15 years ago Europe produced more natural gas than Russia. What the heck has Europe been doing since then? Have they lost their mind?
Germany's defense industry is booming like it was the 1930s again.
Buenos Aires vs New York
Keep in mind that the biggest recent experiment we have in rent control is that removing rent control increased supply and REDUCED prices. reason.com/2025/02/08/the…
$MHVYF $KWHIY Japan is joining the new global arms race. It is looking to change its laws to allow for exports of lethal weapons. Like German defense related stocks, Mitsubishi Heavy and Kawasaki Heavy are stocks that will benefit from Cold War 2.0.
$SPOT Is AI the end of human creativity? As AI-generated music starts to top the charts, Spotify should let users tune it out, @DaveLeeBBG says bloomberg.com/opinion/articl…
In Germany, an estimated 30 to 50% of private wealth comes from inheritances and gifts. That goes a long way to explain Germans' (and Europeans') resentment of the "rich". Entrepreneurs and wealth creators are too few and misunderstood. This is why Europeans associate wealth with…
$NBIS $CRWV After this major correction, is the Dutch company Nebius a good alternative investment to CoreWeave? It is smaller and loss making, but the growth rate is explosive and the order book is full until 2030. Any inputs/opinions welcome.
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