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Michael P. Bornemann

@mpb116.bsky.social
36 followers 97 following 205 posts

*Panta Rhei*

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Michael P. Bornemann @mpb116.bsky.social · 19/08/2026
They believe something is real and happening while nobody else can see it 🤷‍♂️
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Michael P. Bornemann @mpb116.bsky.social · 17/08/2026
Rates don't matter - until they suddenly do.
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Michael P. Bornemann @mpb116.bsky.social · 27/07/2026
A few hundred billion dollars here and there, soon we're taking real money🤷‍♂️🔥👇
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Michael P. Bornemann @mpb116.bsky.social · 22/07/2026
Back in Earth Atmosphere approaching Mesosphere 👀
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Michael P. Bornemann @mpb116.bsky.social · 16/07/2026
my bad
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Michael P. Bornemann @mpb116.bsky.social · 16/07/2026
... and you did cut n paste 😳 🤙
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Michael P. Bornemann @mpb116.bsky.social · 14/07/2026
LoL
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Michael Warburton @michaelwarburton.bsky.social · 13/07/2026
HARRISON FORD — 84 Candles 🎂 today — on the set of Peter Weir’s excellent thriller WITNESS (1985)
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Michael P. Bornemann @mpb116.bsky.social · 13/07/2026
Like a number of other "completely made-up, non-dictionary " words in use in the former colonies...😎🤙
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Michael P. Bornemann @mpb116.bsky.social · 13/07/2026
Nevertheless, enjoy the ( presumptive) vacation!
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GeorgeCochrane1 @georgecochrane1.bsky.social · 06/07/2026
#HydrationBreak
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POLITICO Europe @politico.eu · 02/07/2026
An iconic figure of Germany’s far left is extending a hand to the surging far right in an effort to bring down the mainstream parties governing the country.
politico.eu
Germany’s populist left wants an anti-establishment pact with the far right
The AfD’s hopes for governing after state elections in eastern Germany may hinge on a left-wing party founded by a former communist.
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Michael P. Bornemann @mpb116.bsky.social · 01/07/2026
Ghost from the past!
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Michael P. Bornemann @mpb116.bsky.social · 18/06/2026
My congratulations and wishing you a great start to this new assignment!
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Michael P. Bornemann @mpb116.bsky.social · 14/06/2026
.....>> ....brutal humidity is driving a triple-digit heat index alongside massive swarms of mosquitoes...<< If you ever wanted a description of a #SWAMP look no further!🧐
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Michael P. Bornemann @mpb116.bsky.social · 10/06/2026
Interesting podcast series. Worthwhile to listen to, esp for the uninitiated!👇👇
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Michael P. Bornemann @mpb116.bsky.social · 10/06/2026
After three G & Ts maybe🤷🏻‍♂️😮😉
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Jesse Felder @jessefelder.com · 09/06/2026
‘Retail accounts make up one fifth of the total trading volume, double its representation from 15 years ago.’ www.bloomberg.com/news/article...
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Jesse Felder @jessefelder.com · 04/06/2026
‘Elon Musk’s effective business model reminds me of Wimpy from the old Popeye comics. He would “gladly pay you on Tuesday for a hamburger today”; Musk, otoh, will give you a dollar’s worth of earnings a decade or two down the line for a $10 investment today.‘ blinks.bloomberg.com/news/stories...
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Michael P. Bornemann @mpb116.bsky.social · 03/06/2026
I'd like to have an argument on bsky! 😎🤷‍♂️🥳
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Michael P. Bornemann @mpb116.bsky.social · 30/05/2026
Holy moly ⚠️ What a time to be alive!
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Michael P. Bornemann @mpb116.bsky.social · 29/05/2026
1929 redux ? 🤔 #NDX #SPX
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Michael P. Bornemann @mpb116.bsky.social · 29/05/2026
👍
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Michael P. Bornemann @mpb116.bsky.social · 28/05/2026
This 👇
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Jesse Felder @jessefelder.com · 28/05/2026
‘The surge in bond yields since February is likely to depress U.S. economic momentum during the next three months.’ paulsenperspectives.substack.com/p/stock-bond... by @jimwpaulsen.bsky.social
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Jesse Felder @jessefelder.com · 25/05/2026
'LLMs' shortcomings may be so large that they undermine the entire business model of OpenAI, Anthropic, etc. If so, then these companies are trying to ride hype to a potential IPO as a major risk transfer from founders to equity investors.' research.panmureliberum.com/view/FD91B03...
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Shashank Joshi @shashj.bsky.social · 27/05/2026
Anne Keast-Butler, GCHQ's director, said today that "new intelligence" shows that "almost half a million Russian soldiers have been killed" in the Ukraine war. That is a remarkable number—not least because SIS' Richard Moore gave a figure of 250,000 Russians killed just eight months ago.
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Michael P. Bornemann @mpb116.bsky.social · 20/05/2026
Amazing ⚠️ Read the thread 🧵👇
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Michael P. Bornemann @mpb116.bsky.social · 05/05/2026
Not Mike aTyson: Everyone has a (trade) plan before they get punched in the face
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Michael P. Bornemann @mpb116.bsky.social · 23/04/2026
One just has to admire the US affinity to all sorts of statistics⚠️🔥👇🤙
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Michael P. Bornemann @mpb116.bsky.social · 15/04/2026
Investor Sentiment in action 🧐
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Michael P. Bornemann @mpb116.bsky.social · 12/04/2026
A (another) interesting episode from @hotgpod.bsky.social with some present-day implications. 🙏👏 podcasts.apple.com/de/podcast/h...
podcasts.apple.com
Ep. 232: The Ottomans – From Mehmet the Conqueror to Selim the Grim (1444-1520)
Podcast-Folge · History of the Germans · F232 · 38 Min.
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Michael P. Bornemann @mpb116.bsky.social · 17/03/2026
*I guess* 🤦‍♂️
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Michael P. Bornemann @mpb116.bsky.social · 17/03/2026
That's assuming the <E> holds up reasonably well, I assume?
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Michael P. Bornemann @mpb116.bsky.social · 16/03/2026
Sorry minute 35 ⚠️
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Michael P. Bornemann @mpb116.bsky.social · 16/03/2026
A podcast you don't want to miss. #EconomicStatecraft #Currencies #StockMarkets English version starting at Minute 45 podcasts.apple.com/de/podcast/b...
podcasts.apple.com
Economic Statecraft – Neuordnung der Weltwirtschaft
Podcast-Folge · bto – der Ökonomie-Podcast von Dr. Daniel Stelter · 15. März · 1 Std. 30 Min.
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Michael P. Bornemann @mpb116.bsky.social · 12/03/2026
Rocket launches 🚀 into space will get quite a bit more expensive as well
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Michael P. Bornemann @mpb116.bsky.social · 12/03/2026
Times and circumstances change, human behaviour does not!👇🤙
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Tom Hearden @followtheh.bsky.social · 12/03/2026
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Michael P. Bornemann @mpb116.bsky.social · 11/03/2026
Sure, no worries 🤦‍♂️
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Michael P. Bornemann @mpb116.bsky.social · 08/03/2026
ICYMI @hotgpod.bsky.social - a different approach but also worthwhile to listen to. podcasts.apple.com/de/podcast/e...
podcasts.apple.com
Macht und Liebe - Karl V. heiratet Isabella v. Portugal 1526
Podcast-Folge · Eine Stunde History - Deutschlandfunk Nova · 6. März · 48 Min.
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Jesse Felder @jessefelder.com · 05/03/2026
‘The cockroaches within private credit, against which Jamie Dimon warned last year, are emerging from the crevices and scurrying into view. Some startled investors are scrambling for the exits and finding the pathways out are narrow and hard to find.’ www.bloomberg.com/opinion/news...
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Michael P. Bornemann @mpb116.bsky.social · 06/03/2026
And so it begins... #PrivateCredit #BDC
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Jesse Felder @jessefelder.com · 27/02/2026
’Total GDP is running at a 6% nominal pace. The ever-important Cyclical portion of GDP is growing at a 3.5% pace but if we remove a narrow 6% slice of computer equipment investment, we drop to a stagnant 0.6% (negative in real terms).’ blog.epbresearch.com/p/ai-investm... by @epbresearch.bsky.social
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Michael P. Bornemann @mpb116.bsky.social · 26/02/2026
👇
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auonsson @auonsson.bsky.social · 26/02/2026
A Russian drone was intercepted by Swedish armed forces as it approached French carrier Charles De Gaulle, currently docked in south Sweden. Took of from a Russian ship but disappeared after electronic warfare actions were taken. Caveat, media understanding, but seemingly confirmed by MOD =).
svt.se
Rysk drönare närmade sig franska hangarfartyget i Malmö – stördes ut
En rysk drönare har närmat sig det franska hangarfartyget Charles de Gaulle, som just nu befinner sig i Sverige. Det erfar SVT. Drönaren upptäcktes av det svenska försvaret som inledde motåtgärder mot...
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Michael P. Bornemann @mpb116.bsky.social · 24/02/2026
That's the reason for this "tradition" as I was told. For some taste put some tea leaves in the boiled water...😉
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Michael P. Bornemann @mpb116.bsky.social · 21/02/2026
This 👇 * Raising the flags of war is relative easy, pulling them down is usually quite costly*
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Michael P. Bornemann @mpb116.bsky.social · 21/02/2026
"Hell is empty, all the devils are here!" The Tempest W. Shakespeare
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