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09.01.26 - 09:45
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Was 2026 wichtig wird (Commerzbank)
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Viele Anleger sind von KI fasziniert und haben die Aktienkurse vor allem der Hauptakteure in die Höhe getrieben. Inzwischen fragen immer mehr Anleger, ob es sich hierbei um eine Blase handelt und wann diese platzt. Tatsächlich gibt es ernst zu nehmende Warnsignale. Dies gilt vor allem für die zunehmenden Abhängigkeiten und Verflechtungen der Unternehmen untereinander. Die Befürchtung ist, dass die Unternehmen durch gegenseitige Lieferverträge ihre Umsätze aufblähen. Wechselseitige Beteiligungen erhöhen das systemische Risiko, weil die Zukunft vieler Unternehmen dadurch aneinander gekoppelt wird.. --- Die hohen Bewertungen der KI-Aktien sehen wir dagegen weniger kritisch --- Alles in allem dürfte die Unabhängigkeit der FED deutlich sinken. Die Fed wird die Geldpolitik wohl stärker lockern, als es die ökonomischen Daten rechtfertigen. Wir rechnen damit, dass sie den Leitzins bis zum Jahresende auf nur 2,5% senken wird.. --- Fällt der Aufschwung in Deutschland aus? --- Droht eine Staatsschuldenkrise in der EU?..
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31.12.25 - 08:54
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′Bribes For Votes′ Scheme Uncovered In Ukraine Parliament Involves Members Of Zelensky′s Party (ZeroHedge)
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'Bribes For Votes' Scheme Uncovered In Ukraine Parliament Involves Members Of Zelensky's Party
Via Remix News,
Ukraine's anti-corruption authorities have announced charges against members of an organized crime group that operated in the Verkhovna Rada.
Among the suspects are five members of parliament from Volodymyr Zelensky's party, reports Do Rzezcy.
The National Anti-Corruption Bureau of Ukraine (NABU) and the Special Anti-Corruption Prosecutor's Office (SAP) announced that the charges were filed regarding bribes paid for votes in parliament.
According to investigators' findings, MPs were paid to influence decisions made in the legislative chamber in a persistent and well-organized manner.
In an official statement posted on Telegram, NABU announced that, in cooperation with SAP, an undercover investigation had identified an organized criminal group that included serving members of Ukraine's parliament.
The investigation's findings indicate that members of this group accepted illeg...
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18.12.25 - 15:36
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Micron′s Outlook Boosts Tech, EU to Decide on Frozen Russian Assets | The Opening Trade 12/18/2025 (Bloomberg)
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Nasdaq futures are positive despite looming concerns over tech valuations. Micron's AI optimism helps improve the tech outlook. BP announces the appointment of the first female CEO in Big Oil. Woodside Chief Executive, Meg O'Neill will start with the British energy giant in April in hopes to reverse the company's recent fortunes.
Meanwhile, all eyes are on the Bank of England and the European Central Bank decisions today. The BOE is expected to cut. And traders look ahead to US inflation data. President Trump says his administration has helped keep prices under control.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards and Lizzy Burden. (Source: Bloomberg)...
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10.12.25 - 19:54
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Intel Shares Fall After Lawsuits Claim US Chipmakers Aided Russian Weapons (ZeroHedge)
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Intel Shares Fall After Lawsuits Claim US Chipmakers Aided Russian Weapons
Intel shares slipped in early trading Wednesday after the company was named in a series of lawsuits accusing major U.S. chipmakers of failing to stop their technology from ending up in Russian weapons used against civilians in Ukraine.
Intel, Advanced Micro Devices and Texas Instruments — along with Mouser Electronics, a Berkshire Hathaway–owned distributor — are alleged to have shown “willful ignorance” as restricted semiconductors were resold through third parties to Russia and Iran, according to five suits filed Wednesday in Texas state court.
The cases, brought on behalf of dozens of Ukrainian civilians, cite five attacks from 2023 to 2025 that killed and injured civilians. The filings claim the companies' components were found in Iranian-made drones tied to Intel and AMD, as well as Russian Iskander and KH-101 missiles.
The defendants allegedly failed to prevent illegal diversions despite U.S. sanctions,...
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10.12.25 - 06:15
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Modern Warfare: Lessons From Ukraine (ZeroHedge)
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Modern Warfare: Lessons From Ukraine
Authored by Adam Sharp via DailyReckoning.com,
Before Russia invaded Ukraine in 2022, we had very little insight into what modern warfare would look like.
How would hypersonic and cruise missiles perform?
What impact would drones have on the battlefield?
How important is artillery in modern warfare?
How relevant are tanks?
And what about electronic warfare?
All these questions have been answered by this war.
Today let's review what we've learned so far. The future of war is looking more science-fiction by the day.
Drones are Key
The soldier, with a GoPro camera strapped to his helmet, hides in an abandoned building. He's breathing heavily.
Suddenly, the loud whir of a drone appears. The soldier whispers a prayer and takes cover.
BOOM! The drone explodes nearby. Screaming from a wounded soldier erupts.
I've seen this situation play out dozens of times. For both Russian and Ukrainian soldiers.
It's a terrifying scenario. Sometimes I'll see a video ...
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05.12.25 - 07:54
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Russia blocks Snapchat and restricts Apple′s FaceTime, state officials say (The Guardian)
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Latest effort to control communications comes as regulator claims apps being used to 'conduct terrorist activities'Russian authorities blocked access to Snapchat and imposed restrictions on Apple's video calling service, FaceTime, the latest step in an effort to tighten control over the internet and communications online, according to state-run news agencies and the country's communications regulator.The state internet regulator Roskomnadzor alleged in a statement that both apps were being “used to organize and conduct terrorist activities on the territory of the country, to recruit perpetrators [and] commit fraud and other crimes against our citizens”. Apple did not respond to an emailed request for comment, nor did Snap Inc. Continue reading......
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