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Luke

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Everything posted by Luke

  1. There are still PLENTY of paper hands if i look at family and friends :)))
  2. Leverage of 2 is quite crazy I like sth like 1.2. nice portfolio though!
  3. Yeah its so ironic. The last question he was asked was apparently about how many deaths come from mass shootings and he counterd if gang violence with guns also counts towards - and he died getting shot. Got shot at the exact moment while defending gun rights...R.I.P though, nobody deserves this and he leaves two poor little fellas+mom behind, shouldnt have to be this way.
  4. You know Gregmal, the case you are making could also come from a poor african man from zimbabwe: For decades, Mugabe’s party, ZANU-PF, maintained dominance through a mix of patronage, intimidation, and election manipulation. Many citizens grew skeptical that open criticism or protest could meaningfully change the system, since opposition parties were often harassed and elections widely perceived as unfair. As a result, political engagement often took the form of choosing the “less bad” faction within the ruling elite, rather than expecting true reform through opposition politics. Obviously with that mindset nothing will change.
  5. Thank you, these are good examples of action people can take. You could also make awareness in your neighborhood, talk with neighbors and friends, support new political movements that have more respectable leaders, there are many opportunities to work towards change, as difficult it may seem. I am observing the situation from europe and it deeply worries me to see these people in the government, there are so many highly educated, well meaning, well-mannered women and men that could do a better job and be a better example for our children.
  6. Its up to americans to take parliamentary action before its too late, if you just sit there and are fine with two bad options its up to you in a democracy to push alternatives. Americans dont admire a pedophile admirer. I dont live in the US, i can only give my opinion and observations
  7. How can you not be concerned about this card man...i mean ignore MAGA vs DEMS and just add one and one together. Everyone can see that this is not okay and not normal. This kind of person shouldnt be sitting in this government role end of story.
  8. Yeah, i mean you cant really get more evidence than this card that trump admired epstein for having sex with whoever he wants to. But the bible is trumps favourite book xD!!!!!
  9. Have you actually read the card? He wrote this card to a billionaire who ran a pedophile ring where underaged girls where regularly abused/enslaved...then read the text on the card and tell me again its just a birthday card. The pedo stuff is not a bust if you read this birthday card and have a look at it.
  10. Its interesting that you guys repeatedly frame it as "just a birthday card". Thats a severe understatement and quite worrying that you dont seem to be able to see the problem.
  11. People have stepped back for a lot less. I think this letter is the nail in the coffin that shows how unreliable and frankly dangerous he is. There is no chance this is fake and if you think it is, no other evidence will please you anyways so discussion is pointless since everything can be fabricated by the left apparently.
  12. @cubsfan Still supporting Trump?
  13. Ill meet you halfway: Nuclear energy SHOULD receive RnD and science needs to investigate if these technologies can produce energy while bypassing the storage and recycling issue. If that is solved it might be a usefull technology. But i doubt that we are there yet, the impact on energy markets obviously would be insane because it would basically mean very cheap and almost infinitely recyclable energy. I am also against deindustrializing but i take science seriously and the current evidence does not look that favourable in "taking time to wait for new technology". Cheers man!
  14. You demand being realistic yet I am. Just because UAE could pull of nuclear reactor building on the cheaper ( a dictatorship) doesnt mean that germany or other highly democratized countries can. Political will is way easier said than done. You ignore the systemic global pattern of delays and overruns in this sector. How has the waste argument been technically solved? All of it is still in early stages. No large-scale operational solution exists yet. Arguing that nuclear waste is better than fossil fuels is obvious and wasnt my argument, i am for renewable energy production at large. fast breeders, thorium, and reprocessing remain unproven or uneconomical at industrial scale. And again: 4.27 % global energy share, 15,000 needed reactors. Scaling up these many nuclear facilities instead of scaling up renewables is bad policy. Scaling up renewables has to be done at an international level obviously.
  15. nuclear power is neither economical nor scalable in the timeframe of the climate crisis. New builds consistently turn into financial disasters: Olkiluoto-3 in Finland was supposed to cost €3 billion and be ready by 2009, but it opened more than a decade late at triple the cost, and France’s Flamanville reactor is now at €19 billion with no completion in sight. Unlike most technologies, nuclear gets more expensive with each project rather than cheaper through scaling. Without massive state subsidies, it is commercially unviable. Even if costs were ignored, nuclear cannot cover more than a niche share of global energy demand. At present, it supplies only about 4.3 percent of the world’s primary energy. To replace fossil fuels, around 15,000 new reactors would be needed. Given that the entire planet currently runs just 441, such a scale-up is unrealistic, especially within the next decades when action is needed. Uranium reserves would also be exhausted in just over a decade if nuclear were used at that level. And then there is the waste problem. Storing highly radioactive material safely for up to a million years is not just a technical challenge but also a financial one of almost unimaginable proportions. No country in the world has yet solved it. The long-term costs of securing waste dwarf any supposed economic advantage nuclear might have in the short run and push the burden onto countless future generations. Reliability is also relative. The risks of catastrophic accidents, unresolved waste storage, and the inflexibility of large reactors in balancing modern grids remain unresolved. Small modular reactors, often touted as a future solution, are not new at all. They have been discussed since the 1950s without ever becoming viable. By contrast, wind and solar are not just “intermittent.” They are proven, rapidly scalable, and already the cheapest sources of new electricity worldwide. The real task is to accelerate storage technologies and grid integration. Unlike nuclear, these are solutions that can actually be deployed within the critical climate window.
  16. Trump is still also supplying and supporting the meat grinder while having endless phone calls with putin that lead to nothing except "peace will come soon i am sure". Even worse, trump is using the desperate situation of ukraine to get a few very wealthy american cooperations access to minerals in ukranian land, truly a disgrace and everything but patriotic or friendly as an ally.
  17. A pivot to renewables did not “cause” Europe’s energy vulnerability. Supplier concentration did. Since 2022, renewables growth, demand reduction, and supply diversification have reduced both emissions and geopolitical exposure. New nuclear is neither cost-effective nor timely as a primary hedge this decade, while its long-tail liabilities remain large. A sovereign European energy strategy that Varoufakis could defend would double down on fast-deploying clean capacity, system flexibility, and public financing to secure resilience without sliding back into fossil or slow, high-risk megaprojects.
  18. 7 Crucial issues: 1. Reject Trumps predatory seizure of Ukraines Natural Ressources, Campaign so that all of Europe leaves NATO -> Goal a non-alligned but never neutral Europe. 2. Offer Russia to relax sanctions and return frozen assets to Russia and renegotiate with the kremlin and China so that the end goal of Ukraine is what happened with Austria during the cold war. 3. Fiercly oppose military keynesianism and replace it with massive green investment program with development and degrowth 4. Establish a new monetary common ground and push back private banks: Establish a universal dividend. 5. Europe without mass-migration will not be viable (demographic collapse inevitable even with higher birthrates) 6. Tax tech-plattforms and remove tax oasis in NL, Ireland etc. Create european app equivalents, force interoperability for all these plattforms 7. Stop sanctions for ASML delivering to China and Create own tech plattforms that serve common wealth. Not agreeing with everything here but Yanis Varoufakis always gives refreshing perspectives that are worth thinking about, especially about a sovereign europe with more human dignity than other continents. Trump serves the perfect plate for us to go into action now and recruite scientific talent for example. I dont understand why digital services were never discussed in these tariffs pressures of which the US makes massive profits here.
  19. Quote: When you look at the US as an exit scheme instead of a country, you'll understand. It's not about fighting China, it's about personal enrichment, and accelerating a US collapse on terms favourable to people close to Trump
  20. Dear Board Members, Id like to travel to China, which City would you recommend me? Any tips are very welcome!
  21. Im still holding FFH, PRX, PDD, AMCR and coal+oil as the most significant holdings.
  22. Yeah well put. I think this was the equivalent of forking the queen and a rook with the queen escaping and the west taking the rook. With israel far outmatching iran in standard 1 v 1 military, i think they dont have many options right now. Agreed. I think the market wont even care, Iran is now irrelevant and i am betting on capitulation soon or a short fight until the regime collapses.
  23. Yeah...gotta say that i think this was the right judgement call from trump am i wrong here? Irans highest ranking government officers called for the death of the US, Israel, UK - by extension christians. They are far less reliable than Israel, sponsor terrorists worldwide...i am not dropping a tear that their nuclear capabilities have been damaged...
  24. Crazy whats happening!!
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