Trends
ESG trend, void returns to void
RIP ESG
Investors pulled ~$13 billion, or roughly 4% of assets, from publicly traded ESG funds last year.
The ESG movement failed because it lost money & didn't deliver environmental & social benefits. pic.twitter.com/I7jQKJGsx6
— Brian Gitt (@BrianGitt) March 3, 2024
While deindustrialization in Germany is accelerating due to overregulation and energy suicide, manufacturing investment in the US is booming. Gute Nacht Deutschland pic.twitter.com/W6yHe19Snj
— Michael A. Arouet (@MichaelAArouet) March 3, 2024
Près de 500 milliards de dollars de décollecte depuis 2005 sur les fonds qui investissent dans les actions européennes https://t.co/0j3LSqHYIH
— Céline Panteix (@CelinePanteix) March 14, 2024
défense
Since the beginning of Russia‘s invasion in Ukraine European NATO members increased their annual defense spending by an amount equivalent to Russia‘s entire pre-war annual military spend. Should we feel safer now, or do we still need Uncle Sam to protect us? pic.twitter.com/9obVY2NPn0
— Michael A. Arouet (@MichaelAArouet) March 22, 2024
Britain? pic.twitter.com/SZWTME1BJU
— Michael A. Arouet (@MichaelAArouet) March 21, 2024
Game changer pic.twitter.com/AtPsHJOgOG
— Michael A. Arouet (@MichaelAArouet) March 17, 2024
Everyone is aware of German deindustrialization by now, unfortunately industrial production in other major European countries is not looking much better.
Chart @skhanniche pic.twitter.com/5snhtZGAny
— Michael A. Arouet (@MichaelAArouet) March 18, 2024