A blog by Leon Oudejans
USA: Europa moet kiezen tussen Amerika en China !?
18 Apr, 2025 | Knowledge, Power
Afgelopen dinsdag las ik een vreemd AD artikel: "Gelekt document onthult ultiem doel handelsoorlog Trump: ‘EU dwingen te kiezen tussen VS en China’. Ik heb moeite om dit te geloven omdat de vraag uit Europa vooral gaat om de levering van Amerikaanse (financiële)...
Overestimation (f) and underestimation (m)
17 Apr, 2025 | Knowledge, Love, Power
Why do we keep on underestimating Donald Trump?? Trump’s behaviour may suggest he is a fool, an idiot, or a moron but Jean-Claude Juncker, former president of the European Commission, claims that Trump is “very smart“ (HFD). Actually, narcissists are often smart...
A European-Chinese Economic Alliance
16 Apr, 2025 | Knowledge, Power
Recently, I heard Trump (on TV) warning Europe and China about their (future) economic cooperation. That is quite ironic because he clearly prefers competition over cooperation. I suppose he also “forgot” about the ancient proverb: The enemy of my enemy is my friend....
The world’s hot new trade is “sell America” (Axios)
15 Apr, 2025 | Knowledge, Love, Power
Intro LO: The world has long ignored that USA is semi bankrupt (eg, Debt to GDP ratio, annual budget deficits, trade imbalances). However, the World kept financing U.S. debt (eg, buying U.S. treasuries, US$). On 17 January 2025, the Congressional Budget Office issued...
Allergies (2)
14 Apr, 2025 | Knowledge, Love
About a month ago, I assumed that I suffered from food poisoning. I failed to understand its rather late timing. About week later, I ate my favourite cashew nuts - again. The next day, my bowel and stomach symptoms reappeared. Last weekend, I enjoyed an Indian lamb...
Trump Exempts Phones, Computers, Chips From ‘Reciprocal’ Tariffs (Bloomberg Breaking News)
12 Apr, 2025 | Knowledge, Power
Intro LO: Apparently, the Trump Administration fears that computers and mobile phones from Apple and Samsung will become too expensive for Trump voters - and themselves. The Bloomberg comment that these "exclusions [were] published late Friday" implies that this was -...
”This is not what we voted for”
9 Apr, 2025 | Knowledge, Love, Power
“Billionaire hedge fund investor Bill Ackman, who endorsed President Trump last year, is offering a stark warning about the risks of the White House’s tariff plans, arguing they could cause the economy to collapse while hurting Trump supporters the most.” (the Hill, 7...
An American brain drain
8 Apr, 2025 | Knowledge, Love, Power
A recent Politico article stated: “Europe seeks to capitalize on America’s Trump-driven brain drain [ ] The EU’s body for scientific research, as well as local, regional and national governments, are mobilizing to poach top U.S. scholars.” Actually, it's tempting to...
Bye bye, American pie
7 Apr, 2025 | Knowledge, Power
Recently, I noticed a very intriguing question: Will the world keep buying US Treasuries? (eg, PS-2025, State Street-2024). Following Trump-2025, I actually doubt that - a lot. For early indications, see this recent WSJ article: “Trump’s Tariffs Were Supposed to Boost...
Trump, de stampende kleuter (FD)
4 Apr, 2025 | Knowledge
Intro LO: In veel opzichten komt Trump inderdaad over als een dreinende, stampende kleuter. Echter, dat is zijn pose waardoor tegenstanders hem steeds zullen onderschatten. Trump is slim slecht en allesbehalve een kleuter. Waarom? Trump is voorspelbaar in zijn...
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