Dalal.Holdings

Yep, neighborhoods in Europe look like immigrant ghettos which is a problem if you want to assimilate them…this is much moreso the case than Chinatowns or Little Italy’s of the U.S. (many of which are historical remnants)

Immigrants who assimilate vs those who don’t. I think Europe has problems distinguishing these. The U.S. does a much better job assimilating its immigrants…

Love that this graph makes 1.0% real GDP growth look impressive. Works for Europe though

It’s very easy to cast blame on AfD for every little thing they say or anyone associated with them with extreme views. Similar to Trump in 2016. The problem is that no one in the establishment questions the extremists on the left: the people who tried to shut down Tesla’s Berlin factory, the Greta Thunbergs, and the “degrowth people” in Europe. In many ways, these people have been given platforms by politicians and mainstream media in Europe. And so the leftists were in many ways left in the driver’s seat similar to a state like California…and now you have the result you’d expect in Europe: poor or no growth, high debt and entitlements, immigrants causing social and political strains. - There are legitimate questions about Windmills, their lifetime maintenance costs, environmental impacts, etc (unlike solar). - There are legitimate questions about immigration, especially uncontrolled and when it overwhelms small towns. - There are legitimate questions about whether Ukraine’s war should be funded indefinitely or whether we should face reality (as they are losing). - There are legitimate questions about climate regulations (like the absurd deforestation rule) and regulations in general that strangle growth.

“Techno-colonialism”. This is absolutely bonkers…these people have destroyed their brains with crazed ideology

Does the average European even acknowledge there is a problem in Europe? Every time you bring up USA they say they have better work-life balance in Europe, better healthcare, less crime (supposedly), etc. But they all seem totally disconnected from reality which is: And one day when they reap what they have sown and their social welfare gets cut and retirement ages raised due to harsh economic realities, they’ll riot in the streets. Until then, they will be oblivious and continue to go on about how much better life is in Europe than USA… The first step in fixing the problem is acknowledging there is one and I’m afraid many Europeans just don’t understand what they are in store for if they continue on this path…

Man, those quantum stocks would have been such great shorts

The problem is that when you look at objective data like GDP per capita, number of companies > $100B market cap started in last 50 years, etc, it does look like the UK and EU are in bad shape...

Gee, I hope all that capex generates good returns. Otherwise...

Now this guy sounds like Goebbels, Stalin, and Mao rolled into one:

This is just really hilarious the people who think Elon cares about making a few extra bucks... Dude literally blew over $40B to buy an unprofitable social media platform called Twitter. He isn't doing this for money and he isn't doing it because he likes Putin. He's going it because progressives have destroyed western countries: U.S. under Biden, Canada, UK, Germany, France, etc. He is pro free speech, merit, legal immigration, innovation, etc and this has been completely clear. Unlike Zuckerberg who swings any way the political winds blow, Elon has been highly consistent. The proof is in the pudding: look at GDP gaps breaking out between USA vs Canada/Europe. Progressives have wrecked places they have been in charge of and Elon’s sole mission is to combat that. Elon made sure USA would not become like Europe/Canada by helping Trump win. Now he’ll fight to save Europe from itself

They said the same about Trump pre-2016 election. He sounds like Adolf. He will make U.S. markets sell off. Stock market went way up right after he was elected (both in 2016 and 2024). It's great that AfD is rising because it at least shows the political pendulum is shifting to the right and increases the chances that the failed policies of the last decade+ in Germany will finally be abolished

Clueless. Elon met Munger numerous times, including early days of Tesla when Charlie told him he was wasting his time... https://finance.yahoo.com/news/elon-musk-said-berkshire-hathaways-022921199.html And this was Charlie much later once Tesla (and SpaceX) were proven successes:

Europeans don't even want to listen to Afd-Elon talk. They want censorship and can't admit anything they've done was wrong (even Merkel couldn't admit)

The biggest problem Europe faces: Europeans who can't even acknowledge that they have problems that they supported & voted for

Just buy TAP and call it a day Disclosure: I own it

150 "experts" in Brussels hard at work The European Commission is an absolute joke

Amazing

They want EBIT margins of 13-14% by 2028, but looks like they haven't achieved close to that in 20 years. I guess it'll all come from cybersecurity growth ??? Why is there no thread on Thales ?

"You're free to express your views, but there are certain limits to that" --The EU today Can't make this stuff up. Funny and sad at the same time.

https://about.fb.com/news/2025/01/meta-more-speech-fewer-mistakes/ The European Commission needs to be challenged and its oppressive authority needs to be abolished. I look forward to Americans yet again saving Europe from itself

Amazing with all the problems that the EU has, this (and usb chargers and too many men on boards) is what the EU is focusing on... The EU has abandoned many principles of free thought and expression that blossomed Europe since The Enlightenment EUSSR has a nice ring to it

https://www.ft.com/content/38f1e51b-83b8-45cb-9cbf-2bc63f18e6ce One of the top comments to the article: This is hilarious...these guys just don't understand capitalism at a fundamental level

And the neighbors of a troubled country should be the ones to take in the most refugees. After all, this will incentivize Syria's neighbors to work towards a stable Syria

At any given time throughout history, there have been countless countries with civil war, warlords, persecution, etc. Even right now, that is not limited to just Syria, Afghanistan, and Ukraine, but a wide swath of countries. Why is it the responsibility of developed countries to automatically provide safe haven to anyone seeking it? That leads to overloading of these countries and many small towns, resentment, racism, and perhaps even far worse down the line. It is entirely impractical. And now that Assad has fallen in Syria, are you okay with sending all the Syrians back and revoking their status as refugees/asylum seekers? How does this program work in reality (not in theory)?