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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)

Emanuel Boeminghaus wrote that FernetBuehler had previously been a civil servant and had been working as a business consultant for many years. He caught his attention on X with reasonable contributions and economic expertise. According to Boeminghaus, FernetBuehler not only describes problems but also understands economic contexts and asks uncomfortable questions. Boeminghaus asked how long one would still watch the economic foundation crumble and where the uprising of entrepreneurs, high achievers, and others who keep the country running was. A conversation with FernetBuehler offers clear language and economic expertise instead of whitewashing and political clichés, he wrote, recommending people to take a look at it. https://t.co/BQwyF9oge0 #Wirtschaft #Unternehmertum #Beratung (translated)

The author wrote that Germany is increasingly coming under economic pressure and the government is responding with even more debt, the repayment of which is becoming more difficult. He also believes that companies like BMW are falling into a trap by prioritizing principles over economic considerations. https://t.co/FiUQroNs58 #Wirtschaft #Schulden #BMW #DE (translated)

BrennpunktUA wrote that the US midterm elections are in three weeks, and by then no Russian diesel will reach the USA. Trump knows this and doesn't really need the fuel but is looking for someone to blame for the high diesel prices, according to the author's assessment. Trump had already tried to blame Ukraine a few weeks ago. This attempt failed because the situation with Iran and in the SoH is 90 percent responsible for price development. Given the poor prospects for the Republicans, Trump is now once again trying to bring a deal with Putin into play. BrennpunktUA advised Ukraine not to attack Russian refineries in the coming three weeks and instead focus on other strategic targets. Otherwise, President Volodymyr Zelenskyy could fall into Trump's trap. The author also asked where the diesel was suddenly supposed to come from and wrote that the fuel shortage in Russia is not over, and the country continues to import refined fuel for its own population. From his experience, nothing happens in the last four weeks before a major US election that is not related to the election. Trump will try to lower gas prices with PR actions in the coming three weeks and present this as his own success. If the Democrats get outraged over Trump's push for Russian diesel, they could also fall into the trap, BrennpunktUA wrote. Trump could then present himself as the one ensuring that Americans can afford their fuel fill-up. #Trump #USA #Wahlen (translated)

A fire has damaged a storage room of the aid initiative "Frankfurt for Ukraine" in Frankfurt, with the cause still unclear and investigations ongoing, while the Metropolis cinema was temporarily closed after a fire, and housing construction in the Rhine-Main area continues to progress despite challenges. #Frankfurt #Ukraine #Buchmesse (translated)

An 86-year-old woman was found dead in her room in a senior residence in Massachusetts, where the temperature exceeded 37 degrees Celsius, and investigations are underway to determine whether the extreme heat is related to her death. #Seniorenresidenz #Hitze #Ermittlungen (translated)

EFIEBER reported that Tesla has begun to change the German website from "FSD (Supervised)" to "Tesla Assisted Driving (TAD)". The new designation is already visible there. In light of the ongoing European approval, EFIEBER emphasized the importance of communication between manufacturers and authorities. Direct exchange seems to quickly clear some hurdles. #Tesla #FSD #AutonomesFahren (translated)

Manuel Ostermann wrote that a former employee at the Dortmund immigration office is suspected of having manipulated residence permits and travel documents. So far, at least 24 conspicuous cases have come to light, and investigations are underway, he stated. For him, the case raises the fundamental question of whether, in the filling of government positions, only suitability, qualifications, and professional performance should continue to count. Especially in agencies that decide on stays and documents, in his view, neither political nor societal wish criteria should be decisive. Ostermann opposed selection based on skin color, origin, migration history, or quotas and argued that the state must choose the most suitable applicants to gain trust. https://t.co/GwOYtz6jbw #Eignung #Leistung #Vertrauen (translated)

Furkan Yildirim wrote that US consumer inflation expectations had risen to 3.9 percent, reaching the highest level since May 2023. A month earlier, they had been at 3.6 percent. For the next twelve months, Americans expected price increases of 9.2 percent for medical costs, 7.5 percent for education costs, 6.8 percent for rents, 5.5 percent for food, and 4.8 percent for gasoline. Wages were expected to rise by only 2.6 percent during the same period. At the same time, households planned to spend 5.5 percent more – the highest figure since May 2023. Their income was only expected to grow by 3.1 percent, according to Yildirim. He also wrote that more households reported a worse financial situation than a year ago and that loans were harder to obtain. Prices were outpacing wages, he summarized. #Inflation #Wirtschaft #Verbraucherpreise (translated)