Independent thinking for complex markets and current events
PALANTIR Q1 2025 EARNINGS: – $883M revenue, +39% YoY – $628M US revenues, +55% YoY – $373M US Gov revenues, +45% YoY – $2.32B RDV, +127% YoY – 769 customers, +39% YoY – $5.4B in cash, no debt – 139 deals closed of at least $1M Except nobody with a brain would buy right now …
1. The Energy Crisis Germany’s energy woes stem from a combination of geopolitical tensions, policy decisions, and its ambitious green energy transition. For decades, Germany relied heavily on Russian natural gas, a relationship disrupted by the Ukraine conflict and resulting… pic.twitter.com/313gHtP4D1 — Logan Weaver (@LogWeaver) December 31, 2024 The "Energiewende" (energy transition) aimed to make …
Germany is not in a recession, German business model based on cheap energy from Russia, growing exports to China and cheap subcontractors in Eastern Europe is imploding. Grotesque overregulation, green paranoia and ideological amateurs in key government positions do the rest. https://twitter.com/MichaelAArouet/status/1854439365608423836 Europe's Manufacturing "Powerhouse" in shambles pic.twitter.com/SYtIymSVcX — The Macro Guy (@SagarSinghSetia) November 7, …
“”Germany’s Industrial Superpower Days Are Over” as industrial production retreats to 2006 levels. Another couple years like this and they’ll be back to 1990’s level — when the Berlin Wall fell 🤯 Of course, the problem is Europe-wide given the influence environmental activists have in Brussels. Extending way beyond throwing soup at Picassos, all the …
Whoopi applauds… DEVELOPING: Michelle Obama (@MichelleObama) is somehow trending on X, perhaps due to this speech where she says, "Harvey Weinstein is a wonderful human being, a good friend and a powerhouse," as Whoopi applauds, perhaps due to Biden's mental issue. WATCH pic.twitter.com/cef8Koc8t7 — Simon Ateba (@simonateba) February 9, 2024 View post on imgur.com h/t …
It will all start in Europe. They will not be able to hide it anymore. — 🦂 (@rollinsgmc) December 15, 2023
But the breakneck speed of Chinese urbanization led to an unsustainable boom in infrastructure, and the mounting debt that funded these projects is the first of four destructive forces now jeopardizing the country’s economic stability. The post-COVID collapse of China’s housing market, for example, is leaving numerous large complexes unfinished or vacant, bankrupting or destroying …
