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Morten

@ludvika.bsky.social

Investor and keen follower of the financial markets, economics, and politics.

63 Followers  |  79 Following  |  18 Posts  |  Joined: 29.03.2025
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Posts by Morten (@ludvika.bsky.social)

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Hell of a chart, this, from @financialtimes.com. Spot the JCPOA.

on.ft.com/4kSuQYO

18.06.2025 08:29 β€” πŸ‘ 3102    πŸ” 1377    πŸ’¬ 92    πŸ“Œ 175
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I really like the description of stock behaviour, based on different investment narratives. This is from the "2025 Letter To Investors" from GreenWood Investors.

24.02.2026 15:43 β€” πŸ‘ 1    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

The sweeping tariffs that DJT single-handedly imposed through the use of "emergency" powers are illegal, as stated by the US Supreme Court. Great news for US companies and for US consumers!

20.02.2026 16:52 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Donald Trump is a wholly owned subsidiary of Big Oil and Big Coal.

He's literally stopping coal plants from shutting down after receiving nearly half a billion dollars from the industry during the 2024 campaign.

13.02.2026 16:34 β€” πŸ‘ 1388    πŸ” 449    πŸ’¬ 68    πŸ“Œ 16
Post image 13.02.2026 17:01 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Reminder

02.01.2026 16:52 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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US national security strategy calls for β€˜cultivating resistance’ in Europe Policy document blasts traditional allies while failing to criticise Russia

A new low by the US administration...

05.12.2025 12:00 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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America’s accelerating exit from itself After the Kirk murder, Trump is pulverising the country’s founding principles with astonishing ease

The land of the free...?
www.ft.com/content/a284...

23.09.2025 14:17 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Challenging times for the FED, as illustrated by this excellent chart from the FT.

13.09.2025 14:35 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Red Hat Socialism: Buy High, Borrow Higher Donald Trump calls it a win for American industry. Trump’s economic advisor (or what ever it is he is doing) Kevin Hassett calls it the first step towards a sovereign wealth fund. I call it R…

New blog post:

Red Hat Socialism: Buy High, Borrow Higher

marketmonetarist.com/2025/08/25/r...

25.08.2025 17:23 β€” πŸ‘ 4    πŸ” 1    πŸ’¬ 0    πŸ“Œ 1
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Ørsted shares plunge to record low after US government halts project Stock in Danish developer drops 18% after surprise order to stop work on $1.5bn Revolution Wind project

In its stop-work order on Friday, the US cited the need β€œto address concerns related to the protection of national security interests”, without providing further details.

The political risk of investing in the US is on the rise.

www.ft.com/content/6e66...

25.08.2025 11:30 β€” πŸ‘ 3    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0
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B of A: β€œ.. An average vehicle has 1k-3k semiconductor components.”

Industry estimates suggest a 100% tariff rate on chips and semis could β€œincrease vehicle production costs by $4,800-$10,000.”

$TSLA, $F, $RIVN β€œmost impacted”

07.08.2025 11:02 β€” πŸ‘ 1841    πŸ” 670    πŸ’¬ 94    πŸ“Œ 60
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From the WallStreetbetsELITE community on Reddit: At least the swordfish doesn't schedule 3 Zoom meetings daily Explore this post and more from the WallStreetbetsELITE community

This resonates...

www.reddit.com/r/WallStreet...

07.08.2025 11:02 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

This is complete fantasy. Just an absurd made up lie. The EU is not giving Trump β€œ$600 billion to invest anyway I want.” They aren’t giving him 1 dollar to invest. It is just astonishing that a president can go on a financial network and lie like this & it barely registers. bsky.app/profile/atru...

05.08.2025 12:59 β€” πŸ‘ 5671    πŸ” 1952    πŸ’¬ 484    πŸ“Œ 122
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From the sports community on Reddit: Trump caught cheating at golf with his caddie's help Explore this post and more from the sports community

Who would have thought...

www.reddit.com/r/sports/com...

28.07.2025 15:25 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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US trade court invalidates Donald Trump’s reciprocal tariffs Panel of judges finds president did not have the power to introduce levies using the legislation he cited

Good news.

29.05.2025 01:50 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Hey Blondie your president is a criminal he only has 34 felony conviction so far but he's due a lot more

23.05.2025 12:19 β€” πŸ‘ 4    πŸ” 2    πŸ’¬ 0    πŸ“Œ 0

Imagine having to lie like this every day.

19.05.2025 13:42 β€” πŸ‘ 6136    πŸ” 1175    πŸ’¬ 874    πŸ“Œ 137

Β―\_(ツ)_/Β―

30.04.2025 16:47 β€” πŸ‘ 976    πŸ” 196    πŸ’¬ 83    πŸ“Œ 10

Wow the Trump administration apparently saved 75% of the population

30.04.2025 16:35 β€” πŸ‘ 697    πŸ” 99    πŸ’¬ 71    πŸ“Œ 4
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I see a pattern

30.04.2025 14:20 β€” πŸ‘ 1967    πŸ” 423    πŸ’¬ 105    πŸ“Œ 30
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Dollar weakens as Trump attack on Fed chair Powell rattles markets Gold rises to fresh record while Swiss franc reaches 10-year high

Concurrent bond sell-off and currency depreciation. The US under Trump is losing credibility at a fast pace.

21.04.2025 11:18 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

How did the USD collapse? Two ways. Gradually, then suddenly. #USD

21.04.2025 09:52 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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BREAKING: The United States joined Russia, Belarus, North Korea, Eritrea, Mali, Nicaragua, Niger and Sudan in voting against a UN General Assembly resolution condemning Russian aggression against Ukraine.

The resolution, initiated by Luxembourg and Lithuania, was backed by 105 countries.

17.04.2025 16:46 β€” πŸ‘ 814    πŸ” 340    πŸ’¬ 133    πŸ“Œ 74
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History will remember how the U.S. chose to wreck its economy, isolate itself from allies, and lose global standingβ€”all because a few cowardly Republican senators refused to convict Trump after January 6.

15.04.2025 14:11 β€” πŸ‘ 1817    πŸ” 464    πŸ’¬ 81    πŸ“Œ 27
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and yet they come to Europe and lecture everyone on free speech

14.04.2025 06:30 β€” πŸ‘ 6331    πŸ” 1444    πŸ’¬ 460    πŸ“Œ 165

us government went from telling miners β€œlearn to code” to telling coders β€œlearn to mine” in less than ten years

13.04.2025 00:03 β€” πŸ‘ 12439    πŸ” 2893    πŸ’¬ 122    πŸ“Œ 58

Let’s hope they do! Trump will have to be dragged out, kicking and screaming.

09.04.2025 10:35 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

The problem is that, as opposed to Truss, Trump will not willingly back down. This is going to get ugly...

09.04.2025 10:26 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0