Tag Archive: newsletter

2-4-26 Q&A Wednesday: Your Questions, Real Answers

2026-02-04

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Today’s live YouTube Chat Q&A covers the full spectrum—earnings season takeaways, the selloff-to-rebound pattern, and the big debate around Big Tech, AI, and margins. We walk through where tech and AI leadership stand now, whether AI is pressuring software profitability, and the “real world” constraint markets may be underpricing: power demand (including what ERCOT could mean for data-center expansion). We also hit the energy transition...

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Sunday’s Election Prospects Weigh on the Yen

2026-02-04

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2026-02-04

The dollar enjoys a broadly firmer today, but it is mostly consolidating. The Japanese yen is a notable exception. The greenback reached JPY156.85, its best level since January 23 and does not look as if it has peaked. Sunday’s election is around the corner and polls show Prime Minister Takaichi leading the LDP to a … Continue...

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The Cost of Living: The Problem Isn’t Too Little Credit, but Too Much

2026-02-04

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2026-02-04

Politicians are touting “affordability” to describe the current regime of rising prices. However, most lawmakers who claim they are trying to make things more affordable demand policies that make things more costly.

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UN MANAGER SOLUCIONA MÁS PROBLEMAS DE LOS QUE PARECE

2026-02-04

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Mi nuevo libro ya está disponible: "El nuevo orden económico mundial: EE. UU., China, Europa y el descontento global" (Deusto) ☑ Amazon: https://amzn.eu/d/6wTTNJI ☑ Casa del libro: https://www.casadellibro.com/libro-el-nuevo-orden-economico-mundial/9788423438891/16782241 Te animo a suscribirte a mi canal y te invito a seguirme en mis redes sociales: ☑ Twitter - https://twitter.com/dlacalle ☑ Instagram -...

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Enthüllt: Zensur & Wahlmanipulation der EU!

2026-02-04

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___________📅 Marc Lädt Ein 2026 ___________ ✗ Erlebe den echten Austausch zu Finanzen, Politik und Gesellschaft. Zum vierten Mal lade ich ein zum "Marc Lädt Ein 2026" und du kannst dir jetzt eines der limitierten Tickets sichern! Entweder direkt vor Ort in der Motorworld Metzingen oder digital als Streaming-Ticket. Schnell sein lohnt sich! https://www.marc-friedrich.de/mle26 ___________💰 Investments & Vermögensschutz ___________...

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Everyone Agrees Our Elites Are Terrible, So Why Are We Stuck with Them?

2026-02-04

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2026-02-04

The latest release of Epstein files again highlighted how disgusted and frustrated people have grown with the current elites. Yet they remain essentially untouchable. Why?

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Swiss retail trade stagnated in 2025

2026-02-04

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2026-02-04

The Swiss retail sector grew by just 1% last year, according to market researcher NielsenIQ. +Get the most important news from Switzerland in your inbox Retailers covered by the NIQ Market Monitor Switzerland sold 1.2% more goods in the food and food-related sector (food/nearfood). In the non-food sector, the increase was a meagre 0.6%. Meanwhile, …

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The turbulent times of Swiss chocolate maker Barry Callebaut

2026-02-04

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2026-02-04

Last month the world’s largest chocolate manufacturer, Barry Callebaut, announced the sudden departure of its CEO Peter Feld after reports of a high-level split. The move comes as the Zurich-based group struggles with lower volumes, high cocoa prices and internal upheaval. Barry Callebaut is the world’s largest supplier of chocolate and cocoa products, processing around …

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Japan Is Normalizing: Risks To The Yen Carry Trade

2026-02-04

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2026-02-04

“Japan Bond Meltdown Sends Yields to Record High on Fiscal Fears,” read a January 2026 Bloomberg article. Headlines like this, and many others, warn that Japan’s abrupt interest rate increase is an omen of dire trouble. While that may be the case, given decades of economic woes, declining demographics, and extreme levels of outstanding debt, …

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ISM Manufacturing Supports Reflationary Forecasts

2026-02-04

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2026-02-04

Over the last couple of weeks, we have shared evidence that supports the reflationary narrative and some that defies it. Today, we share the latest ISM Manufacturing data, which lends credence to the reflationary narrative. The ISM Manufacturing survey showed a big improvement in sentiment, as shown below. The gauge shot up 4.7 to 52.6, …

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Deutschland hat die älteste Arbeitsbevölkerung in der EU

2026-02-04

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👴💼 Deutschland hat die älteste Arbeitsbevölkerung in der EU Quelle: Statistisches Bundesamt 👉 Wie ist die Altersstruktur in deinem Arbeitsumfeld? 🎯 Seit 2015 möchten wir dich dabei unterstützen, Verantwortung für deine Finanzen zu übernehmen und eigene, fundierte Entscheidungen zu treffen. 🔔 Folge uns, um keine wertvollen Tipps mehr zu verpassen! #finanzen #aktie #aktien #etf #etfs #geld #wirtschaft #börse #sparen #anlegen #investieren...

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Novartis revenues slowed in last quarter of 2025

2026-02-04

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2026-02-04

Novartis revenues slowed to a standstill in the final quarter of 2025. The Swiss pharmaceutical firm presents a mixed outlook for the current year. +Get the most important news from Switzerland in your inbox Novartis sales grew just 1% year-on-year to $13.3 billion in the last three months of 2025. At constant exchange rates, this …

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Fehler vermeiden, Gewinne sichern! Optionshandel über die Quartalszahlen

2026-02-04

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Http://traderiq.net Trader IQ - Die Investoren-Akademie

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Wenn Ideologie stärker ist als Biologie

2026-02-04

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Ausschnitt aus meinem Interview mit Prof. Dr. Bret Weinstein. Das ganze Interview findest du auf meinem YouTube-Kanal.

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3 Gründe, warum du dich noch heute um dein Auslandskonto kümmern solltest… #finanzen #geld

2026-02-04

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US Senate probes 890 alleged Credit Suisse Nazi-linked accounts

2026-02-04

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2026-02-04

A United States Senate committee investigating WWII Nazi links with Swiss banks suspects that 890 Credit Suisse accounts were tied to the Hitler regime. +Get the most important news from Switzerland in your inbox Some of the suspicious accounts remained open until 2020 and the existence of others has only recently become known, a hearing …

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Gilt für die Börsen weiterhin: Wo die Not am größten, ist die Notenbank am nächsten?

2026-02-04

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Donald Trump hat Kevin Warsh als neuen Chef der Fed ernannt. Er gilt nicht als Fürsprecher für lockere Geldpolitik, sondern als eher falkenhafter Verfechter einer inflationsbekämpfenden und unabhängigen US-Notenbank. Führt die Personalie Warsh jetzt zu einer negativen Neueinschätzung der Märkte, die bislang auf eine taubenhafte Geldpolitik gehofft hatten?

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Paypal ist Schrott – Jetzt 85% Verlust

2026-02-04

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Paypal ist Schrott - Jetzt 85% Verlust Paypal wird nie wieder sein altes Hoch erreichen! Wer will dagegen wetten? #jensrabeacademy #aktienkannjeder #börse #shorts #trading #finanzen #aktien #trader #money #business #finanzstrategien

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Swiss bank UBS posts bumper 2025 profits

2026-02-04

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2026-02-04

Swiss banking giant UBS has reported annual 2025 profits of $7.8 billion, boosted by an unexpectedly high $1.2 billion performance in the final quarter of the year. +Get the most important news from Switzerland in your inbox Full year profits rose 53% from 2024, while Q4 profits gained 56% year-on-year. Analysts had expected an average …

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New Nestlé boss plots strategic overhaul to reignite growth

2026-02-04

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2026-02-04

Nestlé’s new chief executive is planning a strategic overhaul that will refocus the sprawling multinational around four product categories, as it faces pressure to boost growth after a period of turmoil. Philipp Navratil, appointed after the firing of former boss Laurent Freixe, is preparing to organise the KitKat and Nespresso maker around new “pillars” — …

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