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Mathis Richtmann @nullnein.bsky.social · 25/06/2025

Exhibit A, prediction markets add no predictability.

Mathis Richtmann @nullnein.bsky.social · 20/06/2025

Today had new rare earth export data out. The US suffered the most decline in supplies in May. But Germany's supplies of magnets -- the main product from rare earths -- were slashed in half in both April and again in May. www.bloomberg.com/news/article...

Export statistics by Magnet exports from China, in line with export restrictions on rare earths and their products seeing a steep decline in recent periods

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Mathis Richtmann @nullnein.bsky.social · 05/06/2025

The AI summary misrepresented ECB president Lagarde in this Bloomberg story. I wonder it it was ECB press people supervising that AI.

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Mathis Richtmann @nullnein.bsky.social · 02/06/2025

Professional forecasters are chill, though.

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Mathis Richtmann @nullnein.bsky.social · 02/06/2025

US consumer inflation expectations 5-year unhinged -- highest long-term figure since 1991.

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Mathis Richtmann @nullnein.bsky.social · 02/06/2025

One problem with reporting on US policy: You have to decipher how far removed a seeming decision is from the president to give a sense for how final a decision is. Like this one from the US Trade Representative: Requires a disclaimer.

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Mathis Richtmann @nullnein.bsky.social · 01/06/2025

So what‘s Ghana and Morocco‘s story?

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Mathis Richtmann @nullnein.bsky.social · 01/06/2025

From simple chart analysis you could say the dollar and yields track again recently, just at a widening US risk premium. Dollar’s correlation with Treasury yields breaks down: on.ft.com/3Z91JaS

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Mathis Richtmann @nullnein.bsky.social · 29/05/2025

Radwege werden über alle Mobilitätskategorien hinweg am schlechtesten bewertet. Sind Radfahrende die anspruchsvollsten Verkehrsteilnehmenden? Nicht-repräsentative Umfrage im @tagesspiegel.de

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Mathis Richtmann @nullnein.bsky.social · 28/05/2025

Yea weird twist: Elon Musk’s xAI pays to offer its „service“ to Telegram users — not the other way around.

X post by Telegram‘s Pavel Durov outlining the deal

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Mathis Richtmann @nullnein.bsky.social · 27/05/2025

Imagine: Only two and half years ago, this country debated whether to send Leopard 2 battle tanks to Ukraine.

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Mathis Richtmann @nullnein.bsky.social · 27/05/2025

Who just got burned? TMTG=Trump Media & Technology Group

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Mathis Richtmann @nullnein.bsky.social · 24/05/2025

Story continues to argue that Germany is structurally more expensive than European peers now—possibly down to a lack of competition. The only exception: Germany is cheapest on Coca-Cola and relatively low on Nutella.

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Mathis Richtmann @nullnein.bsky.social · 24/05/2025

Great story comparing food prices in Europe: Barilla pasta is up to 31% more expensive in Germany — where are the arbitrageurs driving pasta over the borders?? Is efficient market theory wrong?? www.sueddeutsche.de/projekte/art...

Bar Chart showing price differentials of Barilla pasta in European countries

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Mathis Richtmann @nullnein.bsky.social · 22/05/2025

Man muss jedoch sagen, die Modellannahme bzgl der Verteidigungsausgaben schon sehr konservativ ist -- also die "stärkste Armee" Europas klappt damit eher nicht...

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Mathis Richtmann @nullnein.bsky.social · 22/05/2025

Chinese CMOC overtook Glencore as the largest cobalt producer in 2024. Great story on the diplomatic gamble the Congo is trying to play to get US support for access to minerals. 🎁 www.bloomberg.com/features/202...

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Mathis Richtmann @nullnein.bsky.social · 08/05/2025

Buried deep in the text: Data centers are set up in regions with a lot of renewable energy -- particularly solar. But that means they're increasingly set up in areas with water stress (water, that is used for cooling). www.bloomberg.com/graphics/202...

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Mathis Richtmann @nullnein.bsky.social · 07/04/2025

Beyond the "buy the dip" advice, @investingcom.bsky.social suggests to definitely stell the DAX right now. I hope their AI has better ideas.

Investing.com screenshot where the "technical advice" is set to "strong sell". 2025-04-07 14:34

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Mathis Richtmann @nullnein.bsky.social · 29/03/2025

Wie schwer ist es in Bayern hässliche Gebäude zu verbieten? www.sueddeutsche.de/projekte/art...

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Mathis Richtmann @nullnein.bsky.social · 29/03/2025

Dieser Screenshot reicht eben nicht mehr um die Lage zu beschreiben. www.sueddeutsche.de/politik/trum...

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Mathis Richtmann @nullnein.bsky.social · 24/03/2025

What happened from 2022 to 2023 that the US started buying Venezuelan oil?

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Mathis Richtmann @nullnein.bsky.social · 23/03/2025

US stocks dropping vis-a-vis „the rest“ in perspective. on.ft.com/4ixM5gM

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Mathis Richtmann @nullnein.bsky.social · 20/03/2025

It's the beginning of spring and here's a service post on how your sunlight situation in Berlin is going to change in the next couple of weeks. joe-antognini.github.io/astronomy/da...

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Mathis Richtmann @nullnein.bsky.social · 19/03/2025

that they are interested in using the thinking developed in the most expensive strata of finance for the goal of undervaluing the dollar to "create manufacturing jobs in America" (Miran). They may just end up wreaking manufacturing jobs because economic orthodoxy was right.

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Mathis Richtmann @nullnein.bsky.social · 19/03/2025

And here's interesting research: Portfolio managers already started shifting out of US Treasuries pushing up US yields. They've been reallocating into gold, though, not into US century bonds. Amazing read, thanks @rashad-ahmed.bsky.social @arebucci.bsky.social cepr.org/voxeu/column...

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Mathis Richtmann @nullnein.bsky.social · 19/03/2025

Now its Middle Eastern and Asian portfolio managers, he says. The thing is, he says: Only public portfolio managers could be handled. But publicly available data always lumps together public and private owners -- giving a flawed picture of who has the stuff. www.reuters.com/markets/us/w...

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Mathis Richtmann @nullnein.bsky.social · 19/03/2025

Poszar came up with the term Mar-a-Lago Accord -- classic Poszar big words, big thinking. And its worth citing the section from Miran in full (img) Poszar doesn't seem to come from seeking to de-value the Dollar but from a place of realist security policy and what the dollar-system can be used for.

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Mathis Richtmann @nullnein.bsky.social · 19/03/2025

The first tenant to Miran's argument is: The US doesn't structurally borrow (much) cheaper than other countries due to the exorbitant privilege -- rather it is elasticity on the yields that the US has. That becomes important for later...

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Mathis Richtmann @nullnein.bsky.social · 19/03/2025

I've read the Miran paper on the Mar-a-lago accord so you don't have to. It's a fascinating insight into the Trump-team economic thinking: It breaks so much with economic orthodoxy that it can lay out an aggressive plan to restructure the Dollar. Here's the critique of the exorbitant privilege...

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Mathis Richtmann @nullnein.bsky.social · 18/03/2025

Soudns like what Bloomberg already is doing with the Takeaways feature. The thing is, I trust Bloomberg to write the story such that I actually get it better than reading the takeaways. Not sure these gimmicks add value.

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Mathis Richtmann @nullnein.bsky.social · 17/03/2025

Can anyone suggest their closest estimate of US Treasury holdings at foreign central banks? I'm curious about that 47.7% for which there seems to be no "publicly available" dataset on a country-by-country basis.

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Mathis Richtmann @nullnein.bsky.social · 11/03/2025

Maybe Europe should just take on the US by outdoing it in public administration -- its just much more productive there. Unless Elon manages to change that...

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Mathis Richtmann @nullnein.bsky.social · 04/03/2025

"The economy is shit in Germany, I'm trying to find a job elsewhere," is a conversation that I had for the first time two weeks ago. It's not set to become better.

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Mathis Richtmann @nullnein.bsky.social · 03/03/2025

Trying to move towards number 4.

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Mathis Richtmann @nullnein.bsky.social · 24/02/2025

All attempts to win AfD voters by making migration the main election topic were in vain.

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Mathis Richtmann @nullnein.bsky.social · 20/02/2025

Let's see how strong Germany's mandate for a change in fiscal policy is going to get on Sunday.

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Mathis Richtmann @nullnein.bsky.social · 13/02/2025

Ich bin sprachlos - Mathis, Sohn

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Mathis Richtmann @nullnein.bsky.social · 12/02/2025

Reduziert Trump die "Größe der Regierung erheblich" wegen explodierender Staatsausgaben oder um es Unternehmen leichter zu machen, in den USA so zu wirtschaften, wie sie es eben wollen? Wie genau muss Journalismus sein? de.finance.yahoo.com/nachrichten/...

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Mathis Richtmann @nullnein.bsky.social · 12/02/2025

Here's a map of anti-ESG laws in the US. Like, actual laws that disallow environmental, social and governance factors in investment decisions. And yea, that's nothing new. But its spreading quite far. www.bloomberg.com/news/article...

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Mathis Richtmann @nullnein.bsky.social · 12/02/2025

If you need an overview of companies working in the disability space, look no further. The Howe Innovation Center has some nice data visualizations. data.perkins.org