Michael A. Arouet
Compounding. Economy & politics, investing, charts and irony. Born in Europe, made in USA.
Michael A. Arouet: Europeans, unwilling to admit they are becoming poorer...
Europeans, unwilling to admit they are becoming poorer, argue that in the US only the super-rich are doing well, while Europeans are better off than Americans. Nope, Americans, excluding the top 1% and even the poorest 20%, are much better off than their European equivalents.Michael A. Arouet: There is a lot of talk about Germany...
There is a lot of talk about Germany spending one third of its budget on defense in a few years. If you underspend for decades to fund lavish welfare, the catch-up must be expensive. The times of welfare for all are over, something has to give, especially in a weak economy.Michael A. Arouet: Mit seiner Arroganz hat Deutschland...
Mit seiner Arroganz hat Deutschland jahrelang die Welt über Moral und Klima belehrt Dann begannen Fabriken zu schließen, Energiepreise explodierten, die Infrastruktur verfiel, und das soziale Vertrauen brach zusammen Es stellt sich heraus, dass linke-grüne Ideologie keine Wirtschaft und Gesellschaft antreibt. Die Industrie tut es
02, March
Michael A. Arouet: Did you know that Europe used to produce more natural gas than Russia...
Did you know that Europe used to produce more natural gas than Russia? Then the greens decided to sacrifice Europe’s geopolitical and economic security on the altar of the green religion. Imagine what happens to Europe’s economy and societies if the scenario below materializes.Michael A. Arouet: While Iranians around the world and in Iran celebrate...
While Iranians around the world and in Iran celebrate, the Western left is mad about the US and Israel going after the evil regime. The left prefers to support those who slaughtered innocent young women, after October 7th and now again. The left is morally bankrupt. Full stop.Michael A. Arouet: I have just cancelled my Dubai trip...
I have just cancelled my Dubai trip this year. I'm sure many others do the same. Today is a game-changer. Dubai has always been expensive, but it offered great winter weather and fantastic restaurants. Who will pay the price of a small car for a holiday to watch drones?
27, February
Michael A. Arouet: Can someone please explain German green paranoia...
Can someone please explain German green paranoia? Don’t they have other, more pressing issues? If they put a fraction of the money and energy spent on “green” projects into innovation and deregulation, Germany would be growing again.
27, February
Michael A. Arouet: The main problem with Germany is...
The main problem with Germany is that the generation which rebuilt it after WWII has retired, and the new generation naively follows left-green fairytales, and takes for granted the prosperity their fathers worked so hard for. Germany would need to fall hard, before they get it.
18, February
Michael A. Arouet: Eye-opening chart...
Eye-opening chart. Germany is in its deepest crisis since WWII. Its outdated business and economic model is simply broken. More debt to fix a few bridges or plant more trees in Berlin, without deep structural reforms, won’t change anything. It will just slow down the agony. Chart @DanielKral1
14, February
Michael A. Arouet: I wouldn't call them stupid, I'd call them low IQ...
I wouldn't call them stupid, I'd call them low IQ. The left doesn't like hearing the inconvenient truth, but wealth distribution is similar to intelligence distribution. Why does the left always try to punish people for their intelligence with higher taxes? Is this fair?
09, February