simonbluhm.bsky.social

Trump wants to cut deficit spending, move to more productivity. In theory, good idea, good for economy & stock market and best way to get out of inflation. But cutting deficit too rapidly will cause a recession. If their plan works, we will get another ralley. If not, bear market

Started small long positions in the Nasdaq today.
10% from the top
At EMA 200
Todays low was also the daily + weekly + monthly buyer zone.
Just need an uptrend now.

Trump always said he wants lower interest rates. His tarrifs will shrink the economy, cool inflation, lower consumer spending. 10y us treasury bonds have been falling every week since Trump has been in office. Probability of FED rate cut is now 40%

Europe has to become more independent. There is no point buying US weapon systems. Trust is gone. F-35 fighter jets are expensive (encrypted software, dependent on US maintenance). We need to invest in our technology based defense. Investing 100 billions increases GDP by 60-150 billions.

Few hours before Trump's announcement of the crypto reserve, someone opened a massive position in Bitcoin. The crypto market is not regulated by the SEC, so insider trading is not illegal. Someone became a billionair over night. Sort of obvious who.

Easy trading day in the DAX.
3 Trades +880 EUR
Hopefully US Session will be the same

Others of interest:
Heidelberg materials (building materials)
Bilfinger (industrial construction)
Siemens (infrastructure)

I think this year it makes sense to be be overweight Europe and underweight US

What I'm invested in right now:
Vossloh (rail technology)
Jungheinrich (logsitics)
Knorr Bremse (also rail)
Bechtle (IT)
Hypoport (real estate)
All up >10% today.

Germany is finally pumping money into the economy. 500 billion infrastructure fund is massive. Our car industry has gone to shit. Defense spending could allow Germany's economy to grow again.

Scott Bessent is a very clever man. For now, perfect time to buy the dip 😀

Staying up to see what trump has to say. Didn't end the war in 24h, crushed the economy with tarrifs, stock market down YTD. Wonder how he will make America great again?

New in v2.2

An interactive mode for updating your project dependencies:

`deno outdated --update --interactive`

deno.com/blog/v2.2#de...

feat: add `ignoreInsecure` when setting a cookie · oakserver/oak@16cdcc1 Resolve #419

Ah sorry might be oaks actually. context.cookies.set ... { secure: true } gives me a "Cannot send secure cookie over unencrypted connection" and in the console context.request.secure was false but just found github.com/oakserver/oa... which might help

@deno.land hey i'm using deno deploy with oaks and trying to set a secure cookie but it fails as I noticed there is only http on deno deploy and the x-forwarded-proto header is missing. any advice how this can be fixed?

Almost finished rewriting the AnaestheticsApp Logbook. Most changes under the hood but also some nice new features, such as templates. Insert a logbook case in less than 10 seconds!

Correspondence: Accurate prediction of postoperative complications in older patients: a long way to go

"It is anticipated that, in the future, multi-country and multi-regional collaborative research will become standard in this field of research."

#AnSky #MedSky

https://buff.ly/3CgQlBs

That's why I don't use any models, too complicated for me 🤣

YouTube video by Dr Amit Pawa Erector Spinae Plane Block - RA-UK Webinar version

For part of the @ra-uk.org webinar series I gave a short lecture on our favourite (😂) block, the ESP!

You can watch it here!
#RAsky #AnSky #PainSky
youtu.be/EJDBnzOfmms?...

This Is What the World’s First All-EV Car Market Looks Like Norway is on the cusp of completing a transition away from combustion cars thanks to targeted incentives that made electrics an easy choice

www.bloomberg.com/features/202...

What Happens When US Hospitals Go Big on Nurse Practitioners Faster to train and cheaper to employ than doctors, NPs help American health-care companies’ bottom line—but can risk patient safety.

What Happens When US Hospitals Go Big on Nurse Practitioners

www.bloomberg.com/news/feature...

Aircrews do not train as teams, yet no-one has died from an accident on a British commercial aircraft for 35 years.

Teams training together costs a lot, therefore teams don't train at all!

Should we be more like pilots and train individually?

#AnSky #MedSky #SafetySky

https://buff.ly/3COBTjM