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Kolja Barghoorn ironically referred to the energy transition as a "masterpiece" and stated that instead of the promised cheap electricity, electricity prices are 16.4 percent higher than in 2021. He also pointed to billions in costs for grid bottlenecks and reserve power plants, battery storage that only lasts two hours at full capacity, and hydrogen, which has been considered a future technology for years. Barghoorn also criticized a new market created by the state, in which power plant operators would be paid for 15 years to provide electricity in case of outages from wind and solar power. He cited Blackout News as the source for the mentioned data. #Energiewende #Strompreise #Energiepolitik (translated)

Maxim Röder wrote that he sees no long-term reasons for concern about ServiceNow and has already explained his assessment in detail this year. Corporations do not only buy software, but also certifications, liability, support guarantees, audit trails, and a data model that has received millions of customizations over the years. Therefore, the switching barrier is very high. According to Röder, a clone created with Vibe Coding does not offer these safeguards. In case of errors in productive operation, the liability question arises, and no CIO will risk their neck for that. Additionally, large corporations have different approval processes, security standards, and regulatory requirements than small companies. According to Röder, ServiceNow positions itself as a deeply integrated platform that connects various AI models and data sources and orchestrates processes in companies securely. For investors, the question is not whether AI scripts will replace enterprise software, but how quickly and effectively ServiceNow will monetize new AI licenses. #Software #KI #ServiceNow (translated)

Furkan Yildirim asked why Wall Street professionals are currently preparing for a potential severe stock market crash, in his view, even though the S&P 500 is just below its record. He cited data such as the Skew Index and pointed out that hedge funds are positioned defensively according to Goldman Sachs as they have been for years. In six weeks, S&P 500 futures worth $63.7 billion have been sold; at the same time, there are record bets on falling prices for small US stocks. There is particular demand for protection against extreme cases. Yildirim announced a macro deep dive with 20 charts from Goldman Sachs, BofA, Deutsche Bank, and TS Lombard. In it, he wants to address market positioning, possible parallels to 1987, 1994, 2000, or 2023, three scenarios weighted by him, and possible consequences for gold and Bitcoin. He asked whether he should record the video on the same day. #Marktanalyse #Investment #Wirtschaft (translated)

Regina Laska criticized that Michail Swintschuk, despite his inclusion on the EU sanctions list in June 2023, apparently managed to travel from Germany to Bosnia and Herzegovina. According to Bosnian media, the founder of the Russian propaganda channel Rybar flew from Memmingen Airport to Sarajevo on October 2. The Bosnian portal Detector reported that he had been arrested a few days later in Montenegro and expelled for reasons of national security. During the arrest, the police seized high-resolution cameras, a drone, and several cell phones; it was unclear whether Swintschuk had these with him in Memmingen. Laska pointed out that, according to her account, Swintschuk is subject to an EU entry ban and is not allowed to enter or transit EU territory. Since a flight from Memmingen to Sarajevo leads over a Schengen external border, she asked how Swintschuk got to Germany, who issued him a visa, and whether his sanctioning had been recognized upon departure. According to Laska, there has been no confirmation of the trip by German authorities so far. She contrasted border controls at Memmingen Airport with those ordered by Federal Interior Minister Alexander Dobrindt (CSU) at the Austrian border. There, small cars are searched for refugees, whereas Swintschuk, according to her account, departed from the airport. She also pointed out that the Bavarian border police, which conducts checks at the airport, was established in 2018 by Markus Söder. Laska expressed outrage over what Russian nationals are still allowed to do in Germany and ironically asked whether RT chief Margarita Simonjan could soon book a wellness vacation in Garmisch. #EUSanktionen #Russland #Einreiseverbot (translated)

Anna asked whether a diesel agreement between Donald Trump and Vladimir Putin could have been made before its announcement. She wrote that the tanker Minerva Zen left Saint Petersburg on September 22 – 17 days before Trump's announcement. The ship, sailing under the Greek flag, had an undisclosed destination since its departure and was supposed to reach the US East Coast on October 11 or 12, according to data from Windward and Vortexa, a week after the House of Representatives voted for the Graham sanctions law. The route is documented, but the cargo is not, Anna wrote. Shipping papers are not available; estimates range from 230,000 to 300,000 barrels of diesel. Shipping analyst Michelle Wiese Bockmann could not say whether the ship had been redirected after Trump's announcement or whether an agreement had already existed before. Anna also pointed out that the US Treasury Department had issued General License No. 135 less than 24 hours before the report, allowing the import of Russian diesel until April 2027. She related the issuance on Thursday, a phone call on Friday, and the departure of the tanker on September 22, stating that the timing seemed unusual. While Kyiv had urged Congress to implement the Graham law, Washington could have already planned differently, according to her account. She cited Windward and Vortexa, quoted by Nasha Niva, as well as UkrMedia and NPR. #DieselDeal #Trump #Putin (translated)

Russia is attempting to spy on and collect data from supporters of Ukraine in various ways. Therefore, one must be particularly vigilant on every trip to Ukraine. Kiesewetter to BILD: "Russia is attempting to spy on and collect data from supporters of Ukraine in various ways. Therefore, one must be particularly vigilant on every trip to Ukraine." #Cyberangriff #WhatsApp #Verfassungsschutz (translated)

The Federal Office for the Protection of the Constitution warns German politicians of a cyberattack via WhatsApp, conducted under a fake profile named Diana, in order to obtain sensitive data from participants of a Ukraine conference. #Cyberangriff #WhatsApp #Verfassungsschutz (translated)

Denmark, as the digital leader of the EU, recently experienced a serious hacker attack in which personal data of 8.8 million people was stolen from the national population register, exposing the security risks of digitization and undermining citizens' trust in data protection. #Digitalisierung #Datenschutz #Cyberangriff (translated)

The author wrote that Russia is supplying Iran with data for attacks on US bases. At the same time, according to his account, the United States is withholding data from Ukraine for attacks on Russian bases. From his perspective, this only makes sense if the leader of the United States is on Russia's side. #Russland #Iran #Ukraine #RU #IR #US #UA (translated)