Daniel D. Eckert

Pakistan will 2000 Megawatt (MW) überschüssige Stromkapazität für Bitcoin-Mining und KI-Datenzentren bereitstellen. Dies ist Teil eines umfassenderen Plans zur digitalen Transformation, der vom Pakistan Crypto Council PCC und dem Finanzministerium unterstützt wird (Bloomberg)

#Standderdinge an den Märkten zum 24.5.25, Rendite auf Eurobasis: Geteilte Börsenwelt mit Plus und Minus
Dax: +18,7%
Gold: +17,9%
Schweiz MSCI: +8,1%
FTSE100: +7,7%
Silber: +5,8%
Bitcoin: +5,5%
Nikkei225: -5,0%
MSCI World: -5,5%
US Treasuries 7-10y: -6,0%
CSI300: -6,5%
S&P500: -9,2%
Nasdaq100: -9,5%

Spannende News für Gold-Anleger: Der EUWAX Gold II (WKN: EWG2LD) bekommt Zuwachs. Der EUWAX Gold Core (EWG4CR) bietet niedrige Spreads, der EUWAX Gold Traceable (EWG4TR) eine rückverfolgbare CO2-Bilanz. Wie der EWG2LD werden beide Produkte laut BörseStuttgart steuerlich wie physisches Gold behandelt

Eine Beimischung von 2% Bitcoin in einem sonst reinen Aktienportfolio erhöhte die Volatilität (nach meinen Berechnungen um knapp 1/2 Prozentpunkt), führte in den vergangenen 10 Jahren aber zu einer deutlichen Renditesteigerung, selbst wenn der BTC-Anteil jeden Januar auf 2% zurückgesetzt wurde

Guten Morgen ☀️ Deutschland und die Welt! Coinbase wird als erstes Kryptounternehmen in den US-Leitindex S&P500 aufgenommen. Der 10%-Kurssprung, der gestern nachbörslich auf die Nachricht folgte, ändert nichts daran, dass die Aktie immer noch deutlich unter dem ersten Kurs nach dem 2021er IPO notiert

Hark! For the dividend tide hath turned! (Dividend season has started)

Metamorphose dank KI

“Bedrohungslage geht vor Kassenlage” (Pistorius, 18/3)

Interesting research by HQ Trust: Dax stocks achieved the best performance when German government bond yields were between 2.2% and 4.4%. So, we're currently right in the sweet spot

Gold just hit an ATH of $3,025 per fine ounce (31.1 grams). Since the beginning of the year the yellow metal has ouperformed the Nasdaq100 index by 21 percentage points an Bitcoin by 26 percentage points

Modernizing Germany's debt brake is crucial for European security. Equipping the Bundeswehr with effective weapons enables national and alliance defense, and therefore makes war less likely through deterrence

I repeat my prediction: Whether one finds the RamboZambo debt package good or bad, should it fail (constitutional judges halt the process, not enough votes in the Bundestag), there will be a crash of the Dax and MDax, and the Euro will fall sharply on the FX markets

Defense specialist Rheinmetall joins the top 10 German listed companies for the first time, VW is out! Market value in billion euros:
SAP 296.5
Siemens 184.7
Deutsche Telekom 167.3
Allianz 142.6
Airbus 133.2
Munich Re 79.5
Mercedes-Benz 65.8
Rheinmetall 59.3
Siemens Healthineers 59.0
Merck KGaA 58.3

Gold Breaks Through $3,000

The gold price has just hit a record high. I'm seeing $2,985 per troy ounce (+14.4% year-to-date). In the Trump paradigm, $4,000 or $5,000 are to be expected

That’s why politician is Politicar in German 😂
www.bbc.com/news/article...

Trump I (2016/17) and Trump II (2024/25) – as different as day and night. In the first 84 trading days following his 2016 election, Donald Trump could point to an above-average stock market performance. After his 2024 election, it looks different: the S&P 500 is in the red!

During the Trump presidency, there will never be a recession in the USA, only alternative growth

In 2025, Europe finds itself in the unenviable position of being squeezed between the cheeks of an untrustworthy superpower and an expansionist empire. There's only one solution: develop our own strength and arm the res publica

Germany – CDUCSU and SPD have agreed on a coalition:
Rejections of illegal immigrants at the border
Total withdrawal of benefits for job refusers
Reduction of electricity tax for companies
15 euro minimum wage
"Stable pensions"
Nationality law remains unchanged
Extension of the rent cap

Eckert's #MarketUpdate as of March 8, 2025, year-to-date returns on euro basis:
Dax: +15.6%
Swiss MSCI: +11.1%
Silver: +7.7%
Gold: +7.0%
FTSE100: +6.4%
Bunds: -1.0%
Treasury Bonds 7-10y: -1.1%
CSI300: -2.9%
MSCI World: -3.0%
Nikkei: -4.8%
S&P500: -5.6%
Nasdaq100: -8.3%
Bitcoin: -11.6%
Ether: -38,6%

Bitter!

Eckert's #MarketUpdate as of March 2, 2025, year-to-date returns on euro basis:
Dax: +13.3%
Swiss MSCI: +12.1%
Gold: +9.7%
FTSE100: +9.4%
Silver: +7.9%
US Treasuries 7-10y: +3.5%
MSCI World: +1.9%
S&P500: +1.7%
Bunds: +0.8%
CSI300: +0.1%
Nikkei: -0.7%
Nasdaq100: -2.4%
Bitcoin: -9.2%
Ether: -33.7%

Market Update as of 2/24/25 (Post-Federal Election 2025) Year-to-Date Returns in euro terms:
DAX: +12.6%
Gold: +12.4%
Switzerland MSCI: +11.6%
Silver: +10.8%
FTSE100: +7.4%
S&P500: +1.3%
US Treasuries: +1.3%
Nikkei: +1.2%
Nasdaq100: +1.1%
CSI300: +0.8%
Bunds: +0.2%
Bitcoin: -0.8%

Euro, German stocks expected to rise after business-friendly CDUCSU wins federal election in Germany by a wide margin

What does Europe need to defend itself against Russia without US assistance? Bruegel and @kielinstitute calculate: 50 additional brigades (300,000 troops), >1400 new main battle tanks, 2000 infantry fighting vehicles & 2000 long-range drones annually. Cost: 250 billion euros per year. That's doable

A significant majority of Germans, 57%, rule out Bitcoin investments entirely, according to a recent Verivox survey. Only 9% have invested, while 25% remain open to the possibility

#Marketupdate as of 2/14/25 year-to-date return in Euro terms
Dax: +13.0%
Silver: +10.8%
Switzerland MSCI: +10.6%
Gold: +9.9%
FTSE100: +7.3%
MSCI World: +4.1%
Nasdaq100: +3.2%
S&P500: +3.2%
Bitcoin: +1.5%
Nikkei: +1.4%
CSI300: +0.7%
Bunds: +0.3%
US Treasuries 7-10y: +0.3%

Stocks are the best generally available technology for wealth accumulation for broad segments of the population. It's difficult to explain why only about one-sixth of Germans own stocks

Wohlstand in Deutschland: Wie Aktien zur finanziellen Sicherheit beitragen können und was die Politik jetzt tun muss Politik auf den Punkt gebracht, der Podcast der Union Stiftung, LIVE. Zu Gast ist Daniel Eckert und spricht über Wohlstand in Deutschland.

Wenn Ihr mich morgen (Donnerstag 13.2. ab 18.30 Uhr) im Live-Podcast der Union Stiftung hören wollt, meldet Euch gern an: www.unionstiftung.de/veranstaltun... Es geht um das Thema Wohlstand in Deutschland und welche Rolle Aktien dabei spielen können