cubsfan Posted November 10, 2025 Posted November 10, 2025 8 minutes ago, John Hjorth said: @Dalal.Holdings, What has posts on X by a satirical account on X to do with this topic? We have another, separate topic available for sharing for such fun, for common amusement -, still separately! You're a professsional money manager operating out of NYC, where every person on the Internet is actually able to access and read what your posting here in this topic, not only in this topic, but in this group of topics in total by me called 'forum' [some on here I've noticed calling it a 'section'], as the contrary to the 'board' as as a whole, which is only available to registered members, in the named usergroups 'member' and 'members', which requires the payment by registration of an abosolutely nominal cash digital by receiver accepted digital payment method, one-time-only 'registration [entrance] fee'. If you try to logout, and visit CofB&F, you'll get to the conclusion, that I'm right. Furthermore, please just try to doxx your self [nah, not real doxxing, btw.] by simply doing a Google search for your self of 'Dalal Holdings Corner of Berkshire' and see what you get! - remember in Google also to look at the search result section 'Pictures'[perhaps it's 'Images', whatever] - And then you're feeling hurt by me breaching your privacy privileges here on CofB&F!? I'm just hoping by this post that you're realizing you're actually here embarrassing yourself! - You don't need my help to do that. I'm personally posting here on CofB&F under the name on my birth certificate. -There is no better conduit for self moderation than knowing it is so! -Get real! His satire has everything to do with this topic. What you obvious fail to understand about satire: satire is powerful form of criticism and ridicule, to force reform that is badly needed. It's simply a concept to challenge the status quo that has gone off the rails. It raises awareness by mocking ridiculous institutions. Humor makes it much more palatable (in this case) by challenging beliefs or behavior of government authority and institutions that are obviously failing. Why in the world would you have a problem with satire as a weapon to point out how the world ought to be?
Dalal.Holdings Posted November 10, 2025 Posted November 10, 2025 42 minutes ago, John Hjorth said: @Dalal.Holdings, What has posts on X by a satirical account on X to do with this topic? We have another, separate topic available for sharing for such fun, for common amusement -, still separately! Humor and mocking onerous regulations that strangle tech in Europe can be a great way to bring light to something that many Europeans such as yourself wish would not be discussed in a thread about investing in Europe ! Same with Europe's widening productivity gap with the U.S. that has been attributed to gap in tech by Draghi, etc. Quote every person on the Internet is actually able to access and read what your posting here in this topic, not only in this topic, but in this group of topics in total by me called 'forum' [some on here I've noticed calling it a 'section'], as the contrary to the 'board' as as a whole, which is only available to registered members, in the named usergroups 'member' and 'members', which requires the payment by registration of an abosolutely nominal cash digital by receiver accepted digital payment method, one-time-only 'registration [entrance] fee'. ...every person on the Internet is actually able to access and read what your posting here in this topic, not only in this topic, but in this group of topics in total by me called 'forum' [some on here I've noticed calling it a 'section'], as the contrary to the 'board' as as a whole, which is only available to registered members, in the named usergroups 'member' and 'members', which requires the payment by registration of an abosolutely nominal cash digital by receiver accepted digital payment method, one-time-only 'registration [entrance] fee'. So what if everyone can read it ? Even prominent American VCs and entrepreneurs like Marc Andreesen & David Sacks have been engaging in the activity of pointing out how European regulators have no clue what they are doing with technology. Slowly EU officials have been waking up to reality, but I think it's way too slow ! They fired Thierry, but keep the regulations in place ! I will do all I can to help them move faster ! Quote I'm just hoping by this post that you're realizing you're actually here embarrassing yourself! - You don't need my help to do that. I'm personally posting here on CofB&F under the name on my birth certificate. -There is no better conduit for self moderation than knowing it is so! -Get real! Me embarrassing myself ? Just take a look at your incomprehensible posts on here and how quickly you become defensive and angry, often without understanding my posts to being with. Others here have noticed as well. I try not to engage you because it's clear you are probably mostly just confused.
John Hjorth Posted November 10, 2025 Posted November 10, 2025 8 minutes ago, cubsfan said: His satire has everything to do with this topic. What you obvious fail to understand about satire: satire is powerful form of criticism and ridicule, to force reform that is badly needed. It's simply a concept to challenge the status quo that has gone off the rails. It raises awareness by mocking ridiculous institutions. Humor makes it much more palatable (in this case) by challenging beliefs or behavior of government authority and institutions that are obviously failing. Why in the world would you have a problem with satire as a weapon to point out how the world ought to be? Mike [ @cubsfan ], What is with you and your posts here, obviously, also in this topic? The topic title contains 'uninvestiable' as basis, referring originally to civil rights [also for investable, listed companies], respect for capital, the rule of of law, orderly conditions about the terms and conditions of how to commit capital to something to something, independant of the whims of some bureacrat or autocrat somewhere, and then you post here in this topic about 'satire is a powerfull form of critism and ridicule'? - All why you've actually eventually forgot, at least why you seem to have forgot, you entered here, at CofB&F in the first place [, by now only in certain topics, you not beeing especially contibuting to other topics, any longer, other places here on CofB&F], where the only things that matters are information, facts sharing, rational thinking basis facts, discussions based on such, and when it suddenly is about European companies, then those overall guidelines don't apply to you here in this topic[ not clear to me here in this, if you mean to others]? When did you last time post a link to something factual in this topic, that actually matters?
Dalal.Holdings Posted November 10, 2025 Posted November 10, 2025 https://www.politico.eu/article/eu-commission-plans-major-financial-markets-shakeup-in-bid-to-boost-investment/ Quote The U.S. in particular dwarfs the EU in the amount of capital available to smaller companies looking to grow. As a result, successful European startups routinely relocate to the U.S. to access the investment they need. Brussels desperately wants to halt that trend, and sees the creation of a genuinely open capital market as one of the missing pieces in EU economic integration. But its proposed changes will set the stage for a bitter political fight with the bloc’s governments, with countries particularly divided over the idea of giving the EU central supervisory power of financial markets. Quote France is a major supporter of efforts to centralize supervision, but many small countries are against the plan. Germany’s position is unclear, as it has traditionally been against central supervision, but Chancellor Friedrich Merz and Finance Minister Lars Klingbeil have spoken positively about the idea of a single EU stock exchange in recent weeks. The country is against central supervision of crypto, which features in the Commission’s plans. https://taxation-customs.ec.europa.eu/news/making-europes-savings-work-better-investment-opportunities-european-citizens-strengthen-european-2025-09-30_en Quote Savings and Investment Accounts (SIAs) could foster a stronger investment culture among EU citizens and have the potential to transform how Europeans engage with investment and capital markets. The European Commission aims to foster a stronger investment culture in the EU. The SIAs can enable citizens to achieve higher returns on their savings, helping them to prepare better for major life objectives, such as buying a home, funding their children’s higher education or planning for retirement- all while maintaining full control over which financial products or economic sectors they choose to invest in. https://www.gisreportsonline.com/r/savings-and-investment-union/ Quote Plans include financial literacy programs to involve citizens in equity markets Quote Another solution was needed: tapping into private capital. Thus, the SIU was born. The concept has been circulating among policymakers for some time. Most agree that the lion’s share of the required EU investments “has to be borne by private firms, investors and households.” The commission wants to rely primarily on retail savers. “They must be encouraged and incentivized to hold more of their savings in market instruments,” it states. Quote Each year, European households save 1.4 trillion euros, nearly double the 800 billion euros saved in the United States. Of this amount, about 300 billion euros are invested in foreign markets outside Europe. In the decade following the 2008 financial crisis, policymakers and their economic advisors, mostly Keynesians, warned that such hoarding was detrimental. They claimed this “savings glut” starved the economy of much-needed resources. Quote In 2025, the policy narrative has shifted, and new ideas are on the table. Policymakers now recognize the immense potential of the 10 trillion euros sitting unused in low-yield savings accounts across Europe. What was once considered a liability is now seen as an invaluable treasure that is waiting to be tapped. The argument is that this idle cash in bank deposits should be put to more productive use – generating returns on households’ savings while providing the EU with the necessary capital to invest in innovative projects. The SIU is presented as a foolproof win-win solution, enhancing citizens’ wealth and advancing the EU’s economic and political objectives. Involving citizens in Europe’s financial rescue – turning “savers” into “saviors” – sounds promising in theory. But how does it work in practice? After a long period of smothering its own small companies, EU is now desperate to get more people to invest in EU businesses. Is Europe becoming uninvestable? Well, all those conservative European citizens who put their savings in low yield accounts now need to be pushed to invest like American citizens do per the EU... Europe will become much more investable when more European citizens put their savings into European investments ! And the EU needs to do much more by getting out of the way of regulating many of these firms to death. GDPR, DSA, DMA EUDR, AI Act (The Alphabet Soup) all need to have a hatchet taken to them...
cubsfan Posted November 10, 2025 Posted November 10, 2025 1 hour ago, John Hjorth said: Mike [ @cubsfan ], What is with you and your posts here, obviously, also in this topic? The topic title contains 'uninvestiable' as basis, referring originally to civil rights [also for investable, listed companies], respect for capital, the rule of of law, orderly conditions about the terms and conditions of how to commit capital to something to something, independant of the whims of some bureacrat or autocrat somewhere, and then you post here in this topic about 'satire is a powerfull form of critism and ridicule'? - All why you've actually eventually forgot, at least why you seem to have forgot, you entered here, at CofB&F in the first place [, by now only in certain topics, you not beeing especially contibuting to other topics, any longer, other places here on CofB&F], where the only things that matters are information, facts sharing, rational thinking basis facts, discussions based on such, and when it suddenly is about European companies, then those overall guidelines don't apply to you here in this topic[ not clear to me here in this, if you mean to others]? When did you last time post a link to something factual in this topic, that actually matters? I don't need links to bolster an opinion I have. Maybe you listen to the "experts" too much John. If you haven't noticed - many times they have their own agendas. However, I have listened to many interviews with VC's and those funding startups recently, due to my investments in AI. They are almost all unanimously opposed to funding their organizations in Europe because of the destructive red tape and silly requirements that the EU imposes upon them. These are very intelligent investors that understand you can't build a startup tech business quickly and efficiently in Europe. I've made my investments in AI with this outlook in mind. I've posted some, but not all of the podcasts. Unfortunately the competitive handcuffs the EU places on tech businesses are devastating in spite of the vast manpower talent that Europe holds. Sorry you don't like my opinion.
Dalal.Holdings Posted November 11, 2025 Posted November 11, 2025 https://www.nbim.no/en/investments/all-investments/#/2025/investments/equities Looking at Norway's Sovereign wealth fund's top equity investments ranked by value and the top of the list is dominated by U.S. firms. This list tells you that there is something very wrong about the investment situation in Europe...that a European country like Norway should have to look to the United States for places to put its capital. It will take a lot of deep, structural reforms to make Europe as investable as the U.S. and it will take time. It's only when lists like this change to contain more European firms is how you'll know EU's efforts to increase investment in their companies are successful. So far, they have not been successful--rather, this list represents an epic fail for the investing climate in Europe
John Hjorth Posted November 11, 2025 Posted November 11, 2025 (edited) On 11/3/2025 at 11:23 PM, John Hjorth said: A tiny bit about Norway : There are shades, details and nuances to everything. In the goldbelly.com topic here on CofB&F I told a little story from a task I was on in Oslo in december 2011, It must have been Saturday before noon, because shops in Oslo were open. The Lady of the House had come up to me from home, after a week with a heavy work load, we had been on Aker Brygge for lunch in a restaurant there, having a very good time, on our way up to Karl Johan Gate for browsing and snooping up the sentiment and soul of the city, perhaps getting a drink or beer somewhere later. It was near the City Hall, a huge, ugly, monstrous building, to this day I speculate about what drugs the architect must have been on while designing the darn building. It was very cold, I think about minus something one-digit Celcius, and strong winds coming in over the city from open water. Snow laying around everywhere. I had four layers of clothes on my body, outside my North Face two layer jacket, beanie and jacket hood up, lined leather gloves, winther boots, jeans inside and outside my wind and water proof North Face trousers. Outside a department store, directly on the ground sat a young woman, nothing under her, clearly not a Norwegian jente from her skin colour to judge and dark brown eyes, likely in the early 30's or late 20's. In front of her on the ground was an empty McD plastic cup, likely a few coins in there, so it wasen't just blowing away. She was clearly begging for money. Her eyes were empty, just staring down on the McD cup. Everybody on the street was just passing by her, most not even looking at her at all. I stopped, while the Lady of the House continued walking, then figuring out that I wasen't at her side any longer, looking back, and comming back to me. I simply froze by the sight of this young woman.. I adressed her, first trying in Danish - Norwegians can understand Danish and visa versa - then in English. No response, she diden't even look up at me. It became clear to me, she was stoned, very. I said nothing. The Lady of the House then said : 'John, you don't even think about it. You don't dare spoil our prolonged weekend here with this.' I considered calling the police, so she could get help, I diden't have the phone number, I diden't even get my act together to just ask one the passing persons to call the police, saying to the Lady of the House, 'We can't just leave her sitting there, she doesen't even have a jacket or coat on.She's frezzing to death." We left. I was pretty mute the rest of the day, shocked by the experience. Here in Denmark, it is criminalized if you leave a person in deparate need for help. This was in the capitol of filthy rich Norway in early winther 2011/12. The filthy rich Norway hasen't become poorer since. - - - o 0 o - - - Homelessnes is extremely low in both Norway and Denmark. People who aren't able to manage their monthy and modest social welfare here in Denmark, creating further social expenses for the municipality are made subject of enforced netting, meaning their rent support and part of their welfare money after tax, that goes to rent and utilities, simply never reaches their bank accounts, it is withheld, and then the municipality pays the rent and utilites for them. It's simply being put under forced administration, so they have place to stay. If they have been thrown out of, evicted from their appartment, because of all kinds breaches of the house order, bothering the neighbours, i.e. running around naked in the staircase etc., all that kind of extreme and surrealistic sh*t, vandalism on the appartment, the municipality rehouses them in residential buildings owned by the municipality. I suppose you can imagine how such a place looks, not a penny ever spent of maintenance by the municipality. Only those in such 'transit' between homes are homeless here in Denmark. On cold nights the police has as ordinary task to circulate the city late evening and look for them and pick them up, and put them on a hostel if fit for that, other wise put them in hospital or the detension over night. The police know them well, because it's always the same person gallery, and the same places they're turning in outside for the night, ie. on the metal grids over the venlation shafts releasing warm air from the air circulation system at our local news joint on the other side of the street at the central railway station. - - - o 0 o - - - Now fast forward to second half of Sunday August 2012. I was on a follow-up task the same place, same prolonged weekend procedure. On that Sunday, we were sitting outside a cafe just next to the hotel, under a parasol at at cafe table, with a view to the Oslo harbour and the Opera building, built in the water. The weather was absolutely wonderfull, no clouds, the sun shining 'gerade', 25 degrees C, warming quite calme Oslo city, not much going on anywhere. Then the servant approached us for taking our order - a young guy, with a huge smile!. I noticed he was adressing us in Danish. I asked him if he was Danish. He confirmed, based on that he assumed we were Danish, too, because he had heard us chat. I asked him if he had Carlsberg Classic as draught beer. He confirmed two large glasses of Carlsberg. I suggested him to grab a glass for himself on my account and invited him to sit a bit with us, the place was not busy at all at that time, and I would like to chat a bit with him. He kindly refused both, saying there was no alcohol on duty here, and 'we don't mingle with customers that way'. Off he went for tapping our beers, came back and served them. After that stayed standing at the table, adressing me 'You wanted a chat me?', I shot from the hip 'What's your story? Why is it a young Danish guy is swinging beers over the desk in the afternoon on a sunny Sunday at a cafe in Oslo?' He chewed a bit on the question, thinking about how to respond, then he responded 'Love, that now has passsed.' So he added he was living alone in a rented appartment in Oslo, 'when I'm working here'. Then I asked 'What do you mean by 'when I'm working here'?' It turned out, that he had left Denmark for following a Norwegian jente, who had finished her studies at the Architect School in Århus, Denmark, she had moved to Norway to start her career as architect in Oslo 'at home', from the reduction in his smile at saying that, I figured out I was chatting with a young guy with a huge smile and a broken heart, me adding no further questions to that. Then he added, that he was full time at the cafe during the summer, and that he had a rented appartment in Århus, studying to bcore an architect too, pendling from Oslo to Århus once a week for two days, the rest of the time outside vacation closure periods at the architect school, studing on distance the rest the time, when not working at the cafe. I got totally flabbergasted, stunned dropping my jaw, after chewing a bit on that information, then asking him, I really coulden't help it, 'How much do you make per year here, working this way?' The reply came proptly 'XXX [three digit number, in the upper end, close to four digits] k NOK, including tips!'- so no sweat here, I don't even have any student loans!' - I was simply floored by then, thinking about what is it really I'm doing myself - this guy earns more than me,me working my butt off every work day, doing lots of overtime, - thinking 'John, you're really an idiot, wasting your time!', all while chatting in Oslo at a beatiful spot with a view on a sunny, warm Sunday in August with a smart bartender. - - - o 0 o - - - Here in Denmark, we were then chugging along slowly, gradually recovering after GFC at that time. - - - o 0 o - - - Norway is 'Tesla land', one of the bigggest countries in the world, measured by market penetration, and then yet, in NBIM [www.nbim.no] they are holding their nose and dumping oil and gas stocks all over the world as 'black' and 'dirty', all while they them selves continue drilling lots of holes in the seabed after oil and gas like crazy. And the coffers at NBIM continue to get filled up with a special oil tax of 50 percent points, on top of normal Norwegian corporation tax by law only applicable to Equinor, of which the Norwegian state owns 66 percent. The Norwegian politicians can't lay their hards on that tax income and do dumb things with it, it's segregated from the state budget and transferred to NBIM on yearly basis. Double standards and distilled, pure hypocracy at state level. Absolutely no sweat, because it works well, - very well. No wonder, Nicolai Tangen is always smiling, whether he is on his electric scooter to and from work, or not. - - - o 0 o - - - Some stats here : Total value of the content of the coffers at NBIM right now : It is wiggling around, day and night in and out. Population statitics from Worldometer : So, thus, every newborn baby popped / squeezed out by now, is partner and co-owner of NBIM by : [NOK 21,053,815,888,848 x [1 / [5,639,126 +1]] ~ NOK 3,733,523.981, so every newborn is by default born millionaire in NOK! - and still growing! - - - o 0 o - - - I read a couple of Norwegian news outlets webpages from time to time, however not totally regularly. They have societal discussions about what shall they do when nobody up there any longer need to work, and what are the societal implications of that? They talk about going back to fishing, when the Norwegian oil and gas venture is over, naturally, that's what they did before! What else should they do? What.a.place. - - - o 0 o - - - Envy? - - - o 0 o - - - </ End tiny bit> and 11 hours ago, Dalal.Holdings said: https://www.nbim.no/en/investments/all-investments/#/2025/investments/equities Looking at Norway's Sovereign wealth fund's top equity investments ranked by value and the top of the list is dominated by U.S. firms. This list tells you that there is something very wrong about the investment situation in Europe...that a European country like Norway should have to look to the United States for places to put its capital. It will take a lot of deep, structural reforms to make Europe as investable as the U.S. and it will take time. It's only when lists like this change to contain more European firms is how you'll know EU's efforts to increase investment in their companies are successful. So far, they have not been successful--rather, this list represents an epic fail for the investing climate in Europe Bloomberg - News - Economics, Centralbanks [November 11th 2025] : Norway Suspended Wealth Fund Ethics Rules To Avoid $230 Billion Tech Sale Takeaways : Norwegian Finance Minister Jens Stoltenberg said politicians suspended ethics rules governing the world’s biggest sovereign wealth fund after the divestment of Caterpillar Inc. stock. The move came after ethics advisers pushed to sell shares in Caterpillar Inc. because its bulldozers are used in the war in Gaza, which risked setting a “template” that could lead to the fund being told to sell off its most profitable shares. A committee of experts has been given a year to review the rules, which also need rewriting because the new geopolitical situation with numerous conflicts requires the fund to react faster than the current rules allow. - - - o 0 o - - - *chukle*, - lol! Norwegian double standards and hypocrisy - or reason that prevails over the opposite of reason, <insert here your preferred word among irrational, unreasonable, nonrational, unthinking, unintelligent, unreasoning, stupid, dumb>? - - - o 0 o - - - I suppose everybody know here what Norwegian Finance Minister Jens Stoltenbergs former job was, so no introduction is needed. *shrug* Edited November 11, 2025 by John Hjorth
Dalal.Holdings Posted November 12, 2025 Posted November 12, 2025 (edited) https://open.substack.com/pub/doomberg/p/late-britain?r=g2kr4&utm_medium=ios Pretty good piece on what the UK has done to its Oil and Gas industry and as a result has significantly damaged its heavy industry. This has been driven by Green environmentalist ideologues. It resembles California (SOC saga/refiner shutdown) and Germany (nuclear plant shutdown, Russian gas dependence) in many ways. Of course, Norway is thriving in the North Sea and Starmer now wants to drill again. Too bad UK has a budget hole and now has become dependent on revenues from the “temporary” windfall taxes. UK is a mess: Quote “An underappreciated consequence of regulatory hostility toward the oil and gas sector is that it often triggers a decay in the ownership quality of critical energy infrastructure. Large, well-capitalized supermajors head for the exits, leaving firms with thinner track records and shakier balance sheets to grapple with the quagmire.” Quote “A similar situation appears to be unfolding on the gas side of the British energy ledger, where Shell and ExxonMobil are actively trying to sell several jointly owned North Sea gas fields and the strategically important Bacton gas terminal.” Quote “Although the Californication of the British energy regulatory regime has been decades in the making, it reached its zenith in May of 2022, when Chancellor of the Exchequer Rishi Sunak introduced a windfall profits tax on oil and gas companies. Ostensibly, the move was in response to soaring energy prices and was originally set to expire in 2025. Instead, the Energy Profits Levy (EPL) has been raised twice and extended to 2030, leaving energy companies facing a stifling 78% marginal tax rate. It’s no wonder the stampede for the exits has been disorderly.” Edited November 12, 2025 by Dalal.Holdings
Dalal.Holdings Posted November 12, 2025 Posted November 12, 2025 https://www.newcivilengineer.com/latest/110-companies-call-for-end-to-north-sea-oil-profits-levy-but-miliband-signals-otherwise-16-10-2025/ Quote “More than 110 companies have signed a letter calling on the government to end the Energy Profits Levy (EPL) on North Sea oil and gas firms. At the same time, energy secretary Ed Miliband has given a speech at Energy UK conference 2025 signalling his desire to move away from fossil fuel production… These are the types of people who are in the established European political parties and in offices across Brussels. The fact that this guy Miliband has a chance to be the next PM is insane. These are the European leaders who led their countries down a treacherous "Green" path with no alternative for their industrial/manufacturing sector. Unlike China which has built up massive capabilities in Solar, Batteries, and EVs, the European strategy was to impose onerous taxes, regulations, and other draconian punishments on its energy/other traditional industries with no alternative industries to replace them... The fact that Starmer now wants to drill again in the North Sea is comical.
Dalal.Holdings Posted November 12, 2025 Posted November 12, 2025 https://www.ft.com/content/239eed1b-a268-42ec-861e-fc3047f47c32 The rise of higher end engineering firms in China is the biggest threat to Germany. In the past decade, Germany chose austerity, regulations, and green energy mandates on its industry. In that time, China instead doubled down on manufacturing, its CO2 emissions have surged way past any other country, and instead of smothering its champions, it has heavily subsidized them. Quote Can anything halt the decline of German industry? Quote This glum assessment captures the national mood. Europe’s largest economy is stuck in its fourth year of stagnation. Six months after conservative Chancellor Friedrich Merz took office, “the crisis in German engineering is gaining momentum at force”, says Dirk Pfitzer, a partner at Porsche Consulting. It is “very clear” that the slump is not cyclical and “won’t just disappear” in the next upswing, he adds. Quote Those include a large industrial base that is hard to decarbonise, a high dependence on exports at a time when globalisation is under threat, and a mighty auto industry having to write off 140 years of internal combustion engine expertise. Quote All this is exacerbated by two distinct political decisions in the US and China, taken 10 years apart: Donald Trump’s trade war, and Beijing’s decision a decade ago to turn itself into a global high-tech engineering powerhouse. Quote Since the pandemic, however, China is “increasingly beating Germany at its own game”, says Spyros Andreopoulos, founder of Frankfurt-based consulting firm Thin Ice Macroeconomics. On average, Chinese capital goods are 30 per cent cheaper than those of Europeans. Crucially, manufacturers in the Asian superpower have also closed the quality gap. Quote Chinese machinery exports to Europe roughly doubled to around €40bn in over six years and may reach €50bn this year, according to industry association VDMA. Quote “As a country, the Chinese have been in the last years much better, more proactive, more consistent in going after the big technologies and conquering them,” Klaus Rosenfeld, CEO of German auto supplier Schaeffler, tells the Financial Times. Quote Optimists argue that Germany is belatedly catching up with the tectonic shift that has played out across the west in past decades, during which manufacturing shrank and services rose. But Oliver Richtberg, trade expert at VDMA, is sceptical. “Do we really have other sectors that can pick up the slack?” he asks, pointing to Germany’s small tech and AI sector. Quote Goods coming out of China are no longer cheaply made, lower-quality knock-offs, if they ever were. “Most of what German Mittelstand firms do these days, Chinese companies can do just as well,” says Thilo Köppe, partner at German consultancy firm Vindelici Advisors who worked in China for more than a decade. Quote To stop the meltdown, consultants, executives and economists suggest taking cues from China and the US in protecting Europe’s industrial base from unfair competition. China “is one of the most subsidised economies” and sits on massive overcapacities, warns Jörg Wuttke, former president of the European Union Chamber of Commerce in China and partner at DGA-Albright Stonebridge Group. Quote Some are holding out hope that demand for defence will help rescue Germany’s industrial sector. With Germany and wider western Europe poised to fork out hundreds of billions of euros over the coming years for new tanks, drones and munition, the sector is scrambling to increase production capacities and workforce. Goldman Sachs estimates demand in the German defence industry will “roughly double”.
cubsfan Posted November 12, 2025 Posted November 12, 2025 3 hours ago, Dalal.Holdings said: Couldn't have said it better myself Don't you know that the European aristocracy knows what's good for the people?? Remember the people are too dumb to know what's good for them.
Dalal.Holdings Posted November 13, 2025 Posted November 13, 2025 4 hours ago, cubsfan said: Don't you know that the European aristocracy knows what's good for the people?? Remember the people are too dumb to know what's good for them. The best is that through it all they chant, "we are protecting democracy, we are protecting democracy, we are protecting democracy!" "We need to look at your messages (Chat control) to protect democracy!" "We need to censor content online that says our migration policies are terrible (DSA) to protect democracy!" "We need to cancel this election (Romania) that voted for the guy we don't like to protect democracy!" "We need to imprison this popular political candidate (Le Pen) to protect democracy!" "We need to label this political party growing in popularity (AfD/Reform/National Rally) as an extremist party to protect democracy!" It's very Orwellian that they use the guise of "protecting Democracy" to...undermine Democracy! I'm very glad that Ursula had had to read Elon's tweets because she can no longer jump to "we are protecting democracy!":
NnnnotSoSmart Posted November 15, 2025 Posted November 15, 2025 (edited) Jensen Huang speech/interview at Cambridge University upon his being awarded the 2025 Stephen F. Hawking Fellowship award. Huang commenting on the UK: 24:20 "The fastest computer in the UK I built. It was called "Cambridge 1" ...I did it because I thought NVDA was going to have a headquarters here in the UK. I almost bought a UK company (ARM). It (NVDA's proposed purchase of ARM) was blocked by the UK... It breaks my heart to this day. " 38:50: "The UK has a goldilocks' moment. You have incredible researchers here. This is the home of computer science if there's a country that represents computer science that's got to be the UK. You've got a rich ecosystem of entrepreneurs. ..But for some reason, compared to Silicon Valley, you're too modest. I'm here to tell you you're pretty extraordinary. Look at the list of inventors, the scientists and discoveries that have come before you. ...Just remember, the Industrial Revolution was invented here (UK). It was created here. There's a new industrial revolution now. Take advantage of it." 55:51: Student question: "It's very interesting that you mention the UK is having this goldilocks' moment. What do you think the UK ,or the UK start-up community can do more of to leverage its current position and benefit more for the AI game?" Jensen: "Regulate Less! I mean that deeply and genuinely"" Will the UK take advantage of the new Industrial Revolution, or instead will the brightest minds of the UK and Europe come to the US for better opportunities? Edited November 15, 2025 by NnnnotSoSmart
NnnnotSoSmart Posted November 15, 2025 Posted November 15, 2025 (edited) Alpha and AI investing: 15:42 Interviewer: "Phillipe, I took a look at your (Q3) 13F. You have very limited international exposure. I'm curious, is that by design?" Phillipe LaFont (Coatue): "Our view of the world is that the US is the greatest country and the greatest country to live (in). Even more so with AI. We have all the engineers, we have all the great AI companies and we're dominating the world of AI. In Europe, for a while...and I can say this being French ..I thought that MAGA would lead to a MEGA (make Europe great again). Europe is completely stuck in reverse. It has this sort of European government. It's really this United Nations of Europe...not the United States of Europe. That can't make any decisions. It's very bureaucratic. Plus, they can't invest in AI because they have to invest so much in energy and defense." https://www.cnbc.com/video/2025/11/14/alpha-and-ai-investing.html Edited November 15, 2025 by NnnnotSoSmart
Dalal.Holdings Posted November 15, 2025 Posted November 15, 2025 1 hour ago, NnnnotSoSmart said: Jensen Huang speech/interview speech at Cambridge University upon his being awarded the 2025 Stephen F. Hawking Fellowship award. Huang commenting on the UK: 24:20 "The fastest computer in the UK I built. It was called "Cambridge 1" ...I did it because I thought NVDA was going to have a headquarters here in the UK. I almost bought a UK company (ARM). It (NVDA's proposed purchase of ARM) was blocked by the UK... It breaks my heart to this day. " 38:50: "The UK has a goldilocks' moment. You have incredible researchers here. This is the home of computer science if there's a country that represents computer science that's got to be the UK. You've got a rich ecosystem of entrepreneurs. ..But for some reason, compared to Silicon Valley, you're too modest. I'm here to tell you you're pretty extraordinary. Look at the list of inventors, the scientists and discoveries that have come before you. ...Just remember, the Industrial Revolution was invented here (UK). It was created here. There's a new industrial revolution now. Take advantage of it." 55:51: Student question: "It's very interesting that you mention the UK is having this goldilocks' moment. What do you think the UK ,or the UK start-up community can do more of to leverage its current position and benefit more for the AI game?" Jensen: "Regulate Less! I mean that deeply and genuinely"" Will the UK take advantage of the new Industrial Revolution, or instead will the brightest minds of the UK and Europe come to the US for better opportunities? Oh man first the VCs and now Jensen taking aim at regulations in Europe...doing it at Cambridge of all places. The European universities, like many American ones, have become anti-capitalist and pro-regulation. They've churned out the politicians who run the countries and the EU and we've all seen the results of that dogma. I'm worried his words at Cambridge will fall upon deaf ears. These people view regulations as good. They think that if they take their foot off regulations, it will allow American tech giants to come in and dominate Europe, so they emphatically push the "regulate" button. The problem is that by doing so, they've strangled a bunch of European startups in the crib... If course, the fancy educated types are not entrepreneurs, so they will never understand what it's like to be a risk taker and will tend to believe that regulations are a good thing...
Dalal.Holdings Posted November 15, 2025 Posted November 15, 2025 3 hours ago, NnnnotSoSmart said: Jensen Huang speech/interview speech at Cambridge University upon his being awarded the 2025 Stephen F. Hawking Fellowship award. Huang commenting on the UK: 24:20 "The fastest computer in the UK I built. It was called "Cambridge 1" ...I did it because I thought NVDA was going to have a headquarters here in the UK. I almost bought a UK company (ARM). It (NVDA's proposed purchase of ARM) was blocked by the UK... It breaks my heart to this day. " 38:50: "The UK has a goldilocks' moment. You have incredible researchers here. This is the home of computer science if there's a country that represents computer science that's got to be the UK. You've got a rich ecosystem of entrepreneurs. ..But for some reason, compared to Silicon Valley, you're too modest. I'm here to tell you you're pretty extraordinary. Look at the list of inventors, the scientists and discoveries that have come before you. ...Just remember, the Industrial Revolution was invented here (UK). It was created here. There's a new industrial revolution now. Take advantage of it." 55:51: Student question: "It's very interesting that you mention the UK is having this goldilocks' moment. What do you think the UK ,or the UK start-up community can do more of to leverage its current position and benefit more for the AI game?" Jensen: "Regulate Less! I mean that deeply and genuinely"" Will the UK take advantage of the new Industrial Revolution, or instead will the brightest minds of the UK and Europe come to the US for better opportunities? Jensen: "Regulators are lawyers...they could regulate too early. If you over-regulate, you're stifling the UK's ability to innovate. In China, as you know--technology is under-regulated and the reason for that is because the leaders in China mostly are engineers. The leaders in US are mostly lawyers. The innovations in China are running incredibly fast because they regulate late. They wait until the problems show up and then they regulate the problems...the way that engineers [typically] solve problems". Meanwhile, this was the path Europe went on with AI: let's be the first to regulate ! The people in this image are not engineers. They are the lawyer type of professional that dominates Brussels. They are actually proud of what they have built: an imposing regulatory regime (unlike engineers who actually build real world objects). Europe is run by people like this and that is its biggest problem.
Spekulatius Posted November 15, 2025 Posted November 15, 2025 The US is run by lawyers too. Almost 40% of Congress and 50% of senate seats are occupied by lawyers. They are a giant leach on the system responsible for expensive healthcare (no tort reform) and bill board lawyers (increasing insurance costs ). Yet lawyers are only about 0.3% of the US population (~1.3M lawyers in the US). Where is DEI when you need it?
Dalal.Holdings Posted November 15, 2025 Posted November 15, 2025 The lawyers are a problem. The nice thing about Congress and the Presidency is that they are elected by the people. The same is not true for Ursula and the Brussels gang. There is no accountability so the EU guys can get more easily carried away. Additionally, America culturally has a stronger bias towards less government intervention in the affairs of citizens whereas in Europe the citizenry tends to lean in the opposite direction. So, when American leaders go overboard, there is more accountability. A lot of this is why you saw AI regulation even in California not really come to fruition and the AI race is now basically between China and the U.S. and Europe is not even mentioned as an afterthought.
Sweet Posted November 16, 2025 Posted November 16, 2025 6 hours ago, Dalal.Holdings said: The people in this image are not engineers. They are the lawyer type of professional that dominates Brussels. They are actually proud of what they have built: an imposing regulatory regime (unlike engineers who actually build real world objects). Still cringe every time I see this. Out of touch and tone deaf. If he has any sense of introspection he’d go back and delete the tweet.
Gregmal Posted November 16, 2025 Posted November 16, 2025 Yup. Many lawyers are basically academics with a hint of ambition. But still more academic than entrepreneur. That’s kind of why we need to be careful with liberals in America. I’ve seen this shit even in HOAs….bunch of old school teachers or government employees come in, and get excited about their ability to “rule the land” and they think nothing of what came before them but rather get all giddy at the prospects of “making rules” for everyone to follow so that things are certain to be the way they think they should be….mind you, most have never created anything!
Dalal.Holdings Posted November 16, 2025 Posted November 16, 2025 https://europeannewsroom.com/the-eu-parliament-says-yes-to-fewer-regulations-for-businesses-2/ Some folks in the EU try to reduce regulations that have strangled SMEs in Europe after Draghi wakes them up. The reaction from the Left and Greens is as expected: Quote The Greens and the Left are concerned that the simplifications of regulations will come at the expense of the green agenda. Kira Marie Peter-Hansen (SF), who has been the chief negotiator for the Greens, calls Thursday’s vote “a setback”: – It is a dark day for Europe’s climate policy, says Kira Marie Peter-Hansen. These people don't care about GDP, economic competitiveness, or overall prosperity for Europe. Meanwhile, actual business people are happy, desperate for some relief: Quote This is an important step towards fewer administrative burdens on European businesses, according to Danish Industry (DI), Danish Business and SMVdanmark. – The EU desperately needs to tackle unnecessary bureaucracy so that businesses can thrive and continue to ensure our prosperity. – This effort moves a step further with this vote, says DI’s CEO, Lars Sandahl Sørensen. Among the small and medium-sized enterprises in SMVdanmark, there is also relief, says director Jesper Beinov. – It can hardly be overstated how much this means. – The pervasive bureaucracy is the biggest challenge for the competitiveness of Danish SMEs. Now we are finally starting to take concrete steps to ease the burdens, says Jesper Beinov. It's not just that the EU has too many lawyers in charge. It's that it has been basically ruled by Leftists/Green environmentalists nut-jobs without anyone to question them for quite a while. If you were to question them, you were labeled as "far right", "climate denialist", etc etc
Dalal.Holdings Posted November 16, 2025 Posted November 16, 2025 U.S. pressure from Trump administration is putting cracks on EU's regulatory regime, helping to make Europe Great Again...Ursula just swinging whichever way the wind blows ESG: https://www.bloomberg.com/news/articles/2025-11-13/eu-parliament-rolls-back-esg-rules-after-widespread-pressure Quote EU Parliament Votes to Cut ESG Regulations Amid US Pressure Quote The development means that more than 90% of companies originally in scope of environmental, social and governance reporting requirements will no longer need to comply. Other planks of the rulebook that emerged as a sticking point for the US have been dropped entirely. After Thursday’s vote, the legislation now heads for approval by the European Union’s member states. Quote Lawmakers also voted to drop a requirement that companies produce climate transition plans under the Corporate Sustainability Due Diligence Directive. A proposal to introduce EU-wide civil liability is also off the table. AI Act: https://www.ft.com/content/af6c6dbe-ce63-47cc-8923-8bce4007f6e1 Quote EU set to water down landmark AI act after Big Tech pressure Quote The European Commission is proposing a pause to parts of its landmark artificial intelligence laws amid intense pressure from Big Tech companies and the US government. Quote The move reflects EU efforts to make the bloc more competitive against the US and China. Quote The bloc has faced fierce pressure from the US government and Big Tech as well as European groups over its AI act, considered the world’s strictest regime regulating the development of the fast-developing technology. GDPR: https://www.techpolicy.press/eu-set-the-global-standard-on-privacy-and-ai-now-its-pulling-back/ Quote According to an analysis by Austrian privacy NGO noyb, the leaked draft of the Omnibus could significantly weaken GDPR protections. It narrows the definition of personal data, meaning information that cannot directly identify an individual might no longer count as personal, even if it could be linked with other data. This would strip many pseudonymous identifiers, such as ad IDs and cookies, of GDPR protection, paving the way for more tracking and profiling. CSDD: https://www.politico.com/news/2025/10/22/trump-administration-pushes-europe-to-change-corporate-climate-law-00618140 Quote The Trump administration is ramping up the pressure on the European Union to repeal or overhaul a regulation on corporations’ greenhouse gas pollution — in the latest example of the United States’ willingness to wield its economic might against an international climate initiative. Global Shipping Climate Tax: https://www.politico.eu/article/us-donald-trump-sinks-global-shipping-climate-pollution-tax/ Quote A U.S. diplomatic broadside personally led by President Donald Trump derailed a historic effort to tax climate pollution from shipping. Cue the Leftist freakout: https://corporatejustice.org/news/press-release-european-parliaments-far-right-alliance-adopts-position-on-omnibus-i-corporate-capture-on-full-display-written-for-the-few-not-for-people-or-planet/ Quote In a deeply troubling move, the European People’s Party (EPP) chose to align with the far right to push through a watered-down Omnibus I that pleases corporate interests, and echoes the Trump administration’s attacks on the EU’s sustainability rules. Just months ago, EPP leader Manfred Weber publicly vowed never to cooperate with extremist parties, drawing a “red line” in defence of the rule of law and European values. Today’s vote shows that the red line has been erased. Oh no, not Trump, not the "Far Right"!
Dalal.Holdings Posted November 17, 2025 Posted November 17, 2025 https://uk.news.yahoo.com/eu-tech-chief-eyes-ai-090225847.html Quote Earlier this year, CEOs of more than 40 European companies, including ASML, Philips, Siemens and Mistral AI, asked for a “two-year clock-stop” on the AI Act before key obligations enter into force. Quote The Commission has repeatedly said that it is not giving in to any external pressure concerning the possible delay of certain provisions. Michael O'Flaherty, Human Rights Commissioner at the Council of Europe - Europe's leading human rights organisation - warned about the consequences of the simplification plans while speaking to Euronews at Web Summit. "Let's be very careful not to discard the [laws'] core protective elements," O'Flaherty said. "If there's a way to join up multiple regulations in a more efficient manner, fine, but let's not throw out the baby with the bathwater. Let's not give in to the very heavy tech lobby to make life less onerous for tech and, as a result, more risky for us," he said. EU geniuses like the "Commissioner for Human Rights of the Council for Europe" Michael O'Flaherty: why should we listen to "external pressure" from firms like ASML, Siemens, Mistral etc? Let's not give in to "lobbyists"! After all, what would companies like ASML and Mistral know about regulating AI ? Clearly the laws and regulations should solely be up to Brussels guys who wear ties. They know what's best for the continent, they are experts in everything and anything concerning regulations ! Glad AI is such a Human Rights issue for the EU that it needs to strangulate the technology before it has even sprouted in Europe...
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