Probably shouldn’t focus on the short term stock movements.

If the Fed turns on the money printer, the stock prices will go up.

I would point to prices of housing and groceries, because that will not go down if the Fed turns on the money printer.

Russians will be back if they think they can win.

Still too many Tesla is sold in the EU.

I expect a bump in cars sold in the next few months as the new Model Y Juniper starts getting produced. You’ll know exactly who bought a Tesla in 2025.

Chinese ambition of Taiwan has very little to do with semiconductor industry and mostly to do with their nationalism/legitimacy of CCP.

Model Y Juniper just started shipping this month. Its a glaring sign that says they bought it after everything Musk did.

Good job compiling this. I’m looking for a new sneaker so I’ll be using this list.

EU really needs to at least get off of American tech in government service. Our tax shouldn’t be going into their pockets.

Thank you for the source. Just need to use DeepL for translation. Seems like the CDU tax cut is 89 billion euros but I’m not sure if that is every year or over 10 years (which is the standard accounting rule for government budget).

Do you have a source on that? CDU is talking about 500B debt over 10 year. That’s a lot of tax cuts.

https://www.euronews.com/my-europe/2025/03/04/cdus-friedrich-merz-secures-billion-euro-deal-for-germanys-military-and-infrastructure

Maybe get an agreement that debt can only be used for hard infrastructure like rail, electrical grid, etc. and defense spending on weapons and military staffing.

Germany needs the investment, so hopefully they can get an agreement.

I know it’s needed, but I’m always worried about the French budget. Their debt to GDP is not healthy right now. On the other hand, the Germans should be spending more.

Feasible, yes. Practical, hard to say. Good idea, yes.

RISC-V is open-source architecture based in Switzerland (although it started in University of California).

One thing going for it is China is spending billions a year towards RISC-V adoption so they do not get sanctioned by the US. You need money and engineers working on it towards these type of open source to compete with existing players.

I don’t see AfD supporting debt brake reform, because they present themselves as fiscal hawks (and I reckon AfD wants CDU to fail so they can pick up voters from them).

But the Greens and whoever else should definitely negotiate with CDU for spending on vital infrastructure like electrical grid, rail, energy storage, etc. German economy is wrecked right now due to lack of demand, and Germany has excess industrial capacity to build out these physical investments that will pay off in the future.

Also sadly for Germany, if CDU fails, next election you might be looking at AfD led government like what happened in Netherlands.

As a non-German, I don’t want to comment on a sensitive topic like migration, but my thoughts on the economic policy.

Page 2 of the translated document:

2. a special fund federal/state/municipal infrastructure is created, which will have a volume of 500 billion euros and a term of 10 years. This special fund is to be used for investments in infrastructure serve. This includes, in particular, civil protection civil defense, and transport infrastructure, hospital investments, investments in the energy infrastructure, in the education, care and science infrastructure, in , in the research and development development and digitization. 100 billion euros of this is to be allocated to the municipalities are available for the above-mentioned areas

I’m not sure if CDU/SPD has enough votes to bypass/amend the debt brake rules (from what I remember reading, it was written into the Constitution).

But Germany really needs this especially on things like rail (for public mass transportation), electrical grid (to connect Northern renewable offshore wind to Southern Germany), and digitization (hopefully not American spyware but European services like Linux, EU cloud, etc. ).

More competition will ensure the oligarchs to behave.

I don’t trust the EU tech owners, but I recognize that they are at an disadvantage to the US counterpart (and nationalism is a useful tool to sell their product) so they won’t be making overt moves to dismantle European democracy.

Are you referring to amortizing the costs of development

Yes, I was thinking more amortizing the costs of development which will definitely get cheaper the more launch happening, but I guess it’s also possible for optimization of production, although I’m not expecting much from that.

I worked in a Nabisco factory a decade ago in the US making Oreo.

They’ve consistently looked for cost cutting measures to reduce the amount of cocoa powder (expensive input) put into the product. What happened when I was there was they would look for a new vendor that would offer stronger cocoa flavor profile per kg and then use that as a justification to cut the amount of cocoa powder in the product. To mask it they would amp up the sweetness.

In a blind test, a normal people can’t tell the difference year to year, but if you compare it to what it was ten years ago, there would be a noticeable difference.

Will check it out!

Arianespace hasn’t publicly disclosed the cost for an Ariane 6 launch, although it’s likely somewhere in the range of 80 million to 100 million euros, about 40 percent lower than the cost of an Ariane 5. This is about 50 percent more than SpaceX’s list price for a dedicated Falcon 9 launch.

With more launch, the price per rocket should decrease, but making it cost competitive will be an important mission if EU wants to launch hundreds of satellites in the future.