De Gezinsbelegger (@AartLensink) profile picture

Ondernemer. Financieel journalist. Amateurvoetballer. Boeken: 'De Gezinsbelegger’. Formats', 'Aan de slag met content marketing' en 'Merken bouwen met content'.

Amersfoort
Joined April 2010
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De Gezinsbelegger retweeted
Vandaag gaan mensen de straat op tegen Israël. Voor veel Joden hun laatste toevlucht. In acht Arabische landen daalde de Joodse bevolking van 850.000 in 1948 naar minder dan 4.000 in 2023. Irak ontnam vertrekkende Joden hun nationaliteit en bevroor hun bezit. Egypte arresteerde en deporteerde Joden, in Libië sloegen gemeenschappen na bloedbaden op de vlucht. Wereldwijd waren er begin 2025 nog minder Joden dan voor de Holocaust. De regimes die hen verdreven, kunnen er morgen mee pronken, zie je wel, zelfs in het vrije Nederland vinden we steun. Ik bezocht ooit Auschwitz-Birkenau. Zelf betaald, maar tegenwoordig vast ook uit te leggen als Joodse beïnvloeding van mijn blik. Dus ik zeg er maar niets over.
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De Gezinsbelegger retweeted
Ron Baron asked Elon Musk how many CEOs live on site in an Airstream and work hands-on with everyone. MUSK: “Airstreams are actually pretty nice... It’s parked right next to the power plant.” “We built this power plant that’s producing over a gigawatt... in about a year, as opposed to normally about five years.” “There is no upstairs.” He walks the entire site up to five times a day. He’s pulled power cables “the size of an anaconda,” run fiber, wired switches, and worked on the power plant software. “I try to do at least a little bit of everything, so that I’m not numb to the pain of the people who are actually doing it.” “It’s not as though I’m sitting in an office and somebody has to come to me. I’m walking the floor, asking them questions actively.” There’s a reason SpaceX is winning the compute race.
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In Duitsland zijn álle mensen met een enorm vermogen erfgenamen. Ze hebben het niet zelf verdiend. In de VS zijn de meeste mensen met grote vermogens selfmade. Bouwers van bedrijven.
Peter Thiel on the difference between American and German wealth: “In the US, nine out of 12 of those people made their own money.” “In Germany, all 20 of those 20 inherited it.” “Not a single person did something new.”
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De Gezinsbelegger retweeted
Next year, I will give one of my SpaceX shares to every kid in America. This will be the first of many.
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De Gezinsbelegger retweeted
Premise: Incentives drive all human behavior. The corollary: How to destroy a country: A vast social security and support system that serves as a magnet for those who would rather not work. An open immigration policy that does not screen immigrants to determine their ability and willingness to provide for themselves and their families. An open immigration policy that does not screen for political and/or religious ideologies that are a threat to the country. Economic incentives large enough to incentivize immigrants on the state dole to have large numbers of children, but insufficient for educated and economically productive mothers to be able to quit to raise a family. The declining fertility of the most educated and productive women due to their delay to begin a family as a result of their desire and/or need to advance their careers, among other reasons, to live a life they deem consistent with their educational achievements and/or to repay their student debts. Amnesty programs that give citizenship and voting power to illegal immigrants without consideration of their economic productivity or their threat to the country due to their religious or political ideologies. The changing demographics and increased population due to the above factors. The state responding to protests by increasing social support. The continued failure to punish and hold accountable violent and looting rioters. Government managed by a massive and growing unelected bureaucracy. Government fraud, waste, and abuse contributed to ballooning budgets. Anti-business legislation that makes it difficult for businesses to compete in a global marketplace being disrupted by AI, including restrictions on firing even poorly performing employees. Overly burdensome, globally uncompetitive, corporate taxation. Continuous increases in personal taxes to raise funds to provide for the rapidly growing welfare state. The substantial majority of the tax burden levied on a small percentage of the population. A growing percentage of the electorate paying no taxes and receiving welfare. The introduction or threat of a wealth tax including the taxation of unrealized gains, i.e., taxes on paper wealth. The flight of the most productive business builders and highest taxpayers to lower tax countries with lesser security concerns. A growing percentage of the electorate voting for candidates that support increased welfare and laws favorable to, and/or that match the cultural and ideological needs and desires of a growing unproductive immigrant population. The rapid rise in anti-semitism and inadequate efforts to address this hatred. Increased borrowing by the state to fund the growing social burden. Higher sovereign interest rates due to all of the above. The resulting need to reduce expenditures to make the math work. Increasingly violent protests that make life less livable for the productive and law abiding citizens leading to their accelerated departure. And so on…
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De nieuwe Eend? Of de Vliegende Tesla?
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De Gezinsbelegger retweeted
For almost 10 million people, Shopify is their career
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De Gezinsbelegger retweeted
Van de 50 grootste nieuwswebsites in de VS kenden 45 (90%) daling van het bezoekersaantal op de website t.o.v. dezelfde maand in 2025, een hoger percentage dan de 82% in augustus. De grootste dalers: @Newsweek, @DailyMail, @axios, @CNN, @NBCNews, @BusinessInsider en @politico.
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Starbucks koopt mogelijk Chipotle.
$SBUX is reportedly exploring a takeover of $CMG in a deal that could create a combined company with ~$50B in annual sales. Wild that Brian Niccol left Chipotle to run Starbucks and could now end up buying the company he used to lead.
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'Tesla is klaar in Europa'. Ruim een jaar geleden was iedereen boos op Musk en Tesla. Nu kiezen autokopers waar voor hun geld.
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Gotink en zijn partijgenoten hebben een ooit beloftevolle partij in hele korte tijd gesloopt. De samenvattende analyse: de politici deden iets anders dan wat de kiezers verwachtten. Zoals zo vaak.
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Het Milei-effect
LATAM PRE MILEI //// LATAM POST MILEI (Si se confirma en el ballotage la elección de Bolsonaro!) Soplan vientos de cambio en el continente.
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De Gezinsbelegger retweeted
🚗 Best-selling electric vehicles in the world, January – August 2026 1. 🇺🇸 Tesla Model Y: 748,088 2. 🇨🇳 BYD Song / Seal U: 325,091 3. 🇨🇳 Geely Xingyuan / EX2: 321,454 4. 🇺🇸 Tesla Model 3: 298,903 5. 🇨🇳 BYD Yuan Up / Atto 2: 225,334 6. 🇨🇳 BYD Seagull / Dolphin Mini: 212,839 7. 🇨🇳 BYD Dolphin: 172,562 8. 🇨🇳 Li Auto i6: 152,842 9. 🇨🇳 Fangchengbao Ti7: 139,560 10. 🇨🇳 MG4: 134,623 11. 🇨🇳 BYD Sealion 06: 131,390 12. 🇨🇳 Xiaomi YU7: 128,472 13. 🇨🇳 Leapmotor A10 / B03X: 122,766 14. 🇨🇳 BYD Seal 06: 118,103 15. 🇨🇳 Xiaomi SU7: 118,065 16. 🇨🇳 BYD Yuan Plus / Atto 3: 113,008 17. 🇨🇳 Changan Qiyuan / Nevo Q05: 112,650 18. 🇨🇳 BYD Sealion 05: 100,201 19. 🇨🇳 NIO ES8 / EL8: 100,049 20. 🇯🇵 Toyota bZ4X: 98,714 Source: CleanTechnica
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De Gezinsbelegger retweeted
Germans don’t yet understand what is coming. An epic squeeze between the US tech and AI revolution, and massively improved Chinese manufacturing capabilities will wipe out the German industrial base. The current wave of bankruptcies and layoffs announced every week is nothing compared to what lies ahead. Germany has a few years left to keep masking the implosion and lack of reforms with more debt and growing government spending, but this will only slightly slow the demise, not stop it. It will be brutal, a former manufacturing superpower replacing its industry with government „jobs“ simply can’t stay prosperous.
Germany’s trade deficit with China widened to $100 billion, but it’s even worse than that, China is gaining share in other markets Germany used to export to. Chinese products are not only cheaper, in many cases they are also better. The German business model was based on: 1. Growing exports to China and other emerging markets 2. Manufactured with cheap nuclear and Russian energy 3. Produced using cheap subcontractors in Eastern Europe Now all three are gone. Grotesque regulations, bureaucracy and overtaxation give Germany’s economy the rest.
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Over de ondergang van Nike gaan nog veel docu’s gemaakt worden.
Woke Nike getting trashed on @CNBC this morning. “I don’t think it’s going to be a Dow component much longer… how badly was it mismanaged, and I’ve got my own reasons for not liking Nike I can talk about. I haven’t bought a Nike product since they gave someone $20 million because he was kneeling at the National Anthem. I don’t know who decided that was a good idea. I have not bought a product since then.” Nice work @JoeSquawk
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