Parmenides von Elea

The last place where you are going to see volume growth for staples I guess.

China has less than 1 child per woman. How can that be a role model for anything?

Oil market seems to give a high % chance for an attack against Iran over the weekend.

Guess this means that > 50 % of the population run a negative personal savings rate?

MORGAN STANLEY: The US consumer is being propped up by a lower saving rate, “lowest level since 2022.”

Meanwhile, real disposable income grew just 1.0% in 2025.”

“.. basically flat” in 2H25, “growing at just a 0.03% annual rate.”

A world without kids is very sad place. #TeamHuman

GS: The German Fiscal Rollout is Well Underway

So sad.

Japan’s births drop to new low for 10th straight year The number of births came to 705,809 in 2025, hitting a new record low for the tenth consecutive year, preliminary figures by the health ministry showed Thursday.

Japan's number of births came to 705,809 in 2025, hitting a new record low for the tenth consecutive year, preliminary figures by the health ministry showed Thursday.

Guess this is mostly driven by South Korea and Taiwan (Chips) and a bit by Energy+Gold?

True.

In solchen Fällen zahlt sich die konservative Finanzierung und stabile Bilanz aus.

Eine Frage: Die durch die Insolvenz der Mieter bedingten Leerstände sind dieses Jahr das erste mal in größerem Umfang aufgetreten oder? 3 Jahre Wirtschaftliche Stagnation machen sich inzwischen auch in sehr resilienten Branchen bemerkbar...

I guess its nothing.

BofAI: Alcohol spending as a share of total expenditures has reached it third-lowest level in the past 40 years

$DEO -8% this morning

I just installed the Vivaldi Browser. Looking good thus far.

Will certainly be interesting if he can manage a shift in the culture regarding these issues.

I guess quite a few people think that humanoid robots in the household or workplace are scarry.

Given that Africa is growing double digits - it is hard to see the case for the sale of the East african portfolio to Asahi?

This was already in the cards 1-2 years ago if one had an honest view at their debt levels.

Solid 2025 for Vidrala with rising margins and FCF > 200 Mio. Revenue down due to difficult macro conditions. Dividend + 15 % and about 1 % share buyback announced www.vidrala.com/default/docu...

Solid results from Vopak today with a very positiv reception by the market: www.vopak.com/newsroom/new...

Good question. The problem is that we are far far away from a birth rate needed for a stable population in all developed nations ex Israel. Soon, we will run out of immigrants due to declining birth rates in EM countries. Peak Child (max no of babies born) - was already in about 2012.

I don´t agree.

Der Geburtenrückgang in Deutschland setzt sich beschleunigt fort. Hier die jeweiligen Zahlen für November seit 2015. Die Politik und Gesellschaft zuckt nur mit den Schultern. Quelle www.destatis.de/DE/Themen/Ge...

UNITED24 — The initiative of the President of Ukraine The official fundraising platform for collecting donations to support Ukraine

Today is a good day to donate to Ukraine.
u24.gov.ua

‘Don’t go to the US – not with Trump in charge’: the UK tourist with a valid visa detained by ICE for six weeks Karen Newton was in America on the trip of a lifetime when she was shackled, transported and held for weeks on end. With tourism to the US under increasing strain, she says, ‘If it can happen to me, i...

Um ihre Kopfgeld-Quoten zu verbessern, bringen US-Grenzer selbst Touristen mit gültigem Visum für Wochen in ihre Lager, berichtet der @theguardian.com. Klingt als wäre eine Reisewarnung angezeigt, vor allem angesichts der bevorstehenden Fußballweltmeisterschaft

Buy now, pay never.

wow

“.. ‘many system vendors will go bankrupt or exit product lines due to a lack of memory. Mobile phone production will be reduced by 200-250 million units, and PC and TV production will be significantly reduced.’ Yikes.”

@pcgamer.com #DRAM
www.pcgamer.com/hardware/mem...