My four main takeaways for an audience of CIOs and PMs today: • The era of tariffs is permanent and will only be reinforced by advances in AI and robotics. • Remigration is set to become a pan Western political theme. • For swing voters, inflation now clearly outweighs climate
@AndreasSteno Good info Andreas! Where was the meeting/CIO's locations? UK?
@DeanDividends Scandinavia
@AndreasSteno You're fat and retarded
@Kevinm135135 That is true, but how is that related to this?
@AndreasSteno Who's "us" @AndreasSteno ?
@johnnists Us in Europe - the trend of the above three
@AndreasSteno At n.4 I was happy, but then I realized that Meloni is considered hard right and I cried.
@AndreasSteno Rare earths to the moon tomorrow? Looks like a nothingburger deal was reached..
@AndreasSteno Tariffs aren’t a bargaining chip anymore, they’re the operating system. AI/robotics make on-shoring/near-shoring feasible, so politicians can keep tariffs without fearing empty shelves. Inflationary tilt (higher import prices, duplicated capex) but supports domestic capex.
@AndreasSteno Dutch election results shows us that right wing train might be outdated already. Only empty populist promises, people are not idiots anymore, orban will loose election next spring too. Who left? Unimportant Slovakia?
@AndreasSteno "and that trend will reach us soon after" What do you mean by that?
@AndreasSteno I can see the number 4 coming soon. Remigration will be focussed on medium to low quality talent. Inflation is going to be elevated and ultra poor and rich will get freebies and the middle class will converge to lower middle class.
@AndreasSteno "us or US"?
@AndreasSteno Ser vi jo allerede i hovedstaden, den virker tabt. Jylland bliver sku nok snart nød til at løsrive sig fra det cirkus…
@AndreasSteno @grok i like the analyse. Would you explain me how i can benefits from stock trading on this. Especially the eruope right leaning government
@AndreasSteno 100% agree
@AndreasSteno Agree
@AndreasSteno Here is the analysis ⬇️Show more
@AndreasSteno 🇳🇱 lasted 2 years
@AndreasSteno Haha. Hold dig til økonomi
@AndreasSteno and that’s fairly obvious G, I’m surprised it’s taking all this time
@AndreasSteno Overall sentiment?
@AndreasSteno these right hot hair balloons are even more scummier....
@AndreasSteno Alternatively, after a possible tariff related bump, inflation to head right back down. The right wing trend isn’t exhausted yet but will soon be as it is mainly correlated with inflation. Key question is not immigrant related work displacement but AI work displacement, with
@AndreasSteno Nothing is permanent