Cees Smit (@ceessmit) header
Cees Smit (@ceessmit) profile picture

Cees Smit

@ceessmit

Een zeer ervaren Actieve en tegendraadse #belegger (vanaf '86). Partner @TodaysGroup, Vermogensbeheer, Advies en regie. Today's Brokers- DMA Europe (#beleggen).

 Nederland
TodaysGroup.nl
Joined November 2009
  • Tweets47.6K
  • Following550
  • Followers11.1K
4.7KMedia
Photo by Cees Smit (@ceessmit)Photo by Cees Smit (@ceessmit)Photo by Cees Smit (@ceessmit)Photo by Cees Smit (@ceessmit)Photo by Cees Smit (@ceessmit)Photo by Cees Smit (@ceessmit)Photo by Cees Smit (@ceessmit)Photo by Cees Smit (@ceessmit)Photo by Cees Smit (@ceessmit)Photo by Cees Smit (@ceessmit)
Cees Smit retweeted
Karel Mercx (@KarelMercx) profile picture
Karel Mercx
@KarelMercxNov 10
Core CPI shows that prices have risen 20% over the past five years. It doesn’t matter if oil or food prices fall. This is core inflation, excluding those volatile components. Look at the chart. Nothing suggests inflation is under control.
Image from Karel Mercx (@KarelMercx)
8
12
93
5,313
Cees Smit retweeted
Kirsten Verdel (@locuta) profile picture
Kirsten Verdel@locutaNov 4
- Om 05:00 uur Nederlandse tijd is duidelijk dat de Democraten zowel het Huis als de Senaat heroveren op de Republikeinen. Nog niet alle uitslagen zijn binnen.
Kirsten Verdel (@locuta) profile pictureKirsten Verdel@locutaNov 4
Trump dag 653: Democraten winnen Huis en Senaat in ‘blauwe tsunami’; zelfs zetel Graham gaat naar Democraten, Trump zegt met Democraten te willen samenwerken en dreigt met veto’s, relatief rustige verkiezingsdag met weinig incidenten: reportersonline.nl/trump-dag…
Trump dag 653: Democraten winnen Huis en Senaat in 'blauwe tsunami'; zelfs zetel Graham gaat naar...

Trump dag 653: Democraten winnen Huis en Senaat in 'blauwe tsunami'; zelfs zetel Graham gaat naar...

Nieuwe besluiten van Trump en consorten, en nieuwe fallout. Een overzicht van dag 653. – De FBI in New Haven […]

reportersonline.nl
17
12
2
156
6,070
Cees Smit retweeted
Gandalv (@Microinteracti1) profile picture
Gandalv
@Microinteracti1Nov 2
Ladies and gentlemen! The president of the United States 🇺🇸
3,449
4,951
364
16,265
1,609,225
It’s happening: $AAOI: -16.67% $SNDK: -15.08% $COHR: -13.12% $AMD: -12.90% $DELL: -12.89% $MRVL: -12.63% $NBIS: -12.15% $CRWV: -11.24% $LITE: -10.86% $ANET: -9.22% $SMCI: -8.38% $NVDA: -5.61%
Image from Michael Burry Stock Tracker ♟ (@burrytracker)
Michael Burry Stock Tracker ♟ (@burrytracker) profile pictureMichael Burry Stock Tracker ♟
@burrytrackerOct 15
The AI bubble might soon be popping: $NBIS: -10.44% $DELL: -8.67% $AAOI: -8.62% $COHR: -8.56% $CRWV: -8.09% $LITE: -7.99% $SMCI: -7.50% $SNDK: -6.99% $ANET: -6.92% $AMD: -5.54% $MRVL: -5.48% $NVDA: -2.68%
145
503
69
3,589
239,353
Cees Smit retweeted
Ellen Vermorgen (@elvermo) profile picture
Ellen Vermorgen@elvermoOct 29
Miljardenhack aan de gang bij @binance Bitcoin duikt onder 80k
Binance (@binance) profile pictureBinance
@binanceOct 29
We are aware of differing figures circulating publicly regarding the amount frozen, including references to $1.8 billion. For clarity, the current verified total frozen is $2.54 billion. This figure may continue to increase as our teams work closely with law enforcement, issuers, blockchain intelligence firms and industry partners to trace and freeze additional assets. We will only share confirmed figures and will provide further updates as more verified information becomes available.
Image from Binance (@binance)
3
2
18
2,934
Cees Smit retweeted
Karel Mercx (@KarelMercx) profile picture
Karel Mercx
@KarelMercxOct 28
European natural gas prices keep rising, but the spread between Asian JKM and European TTF is widening too That means the bidding war between Europe and Asia has started. As I’ve been saying for a while:this is when the rise in TTF really starts to accelerate.Europe, buckle up.
Image from Karel Mercx (@KarelMercx)
Image from Karel Mercx (@KarelMercx)
Karel Mercx (@KarelMercx) profile pictureKarel Mercx
@KarelMercxOct 14
Today, TTF hit its highest natural gas price of 2026. The chart shows the spread between natural gas prices in Europe and Asia. What stands out is that the bidding war has not even started yet.
Image from Karel Mercx (@KarelMercx)
9
37
4
164
12,008
Mooie cijfers ASM. Blijft hard gaan daar. 2030 doelen volgend jaar al bereikt. Plus 300 mln SBB.
Image from Nico A. Inberg (@NicoInberg)
1
2
25
3,575
Anthropic naar de beurs: tien vragen en antwoorden over een van de grootste AI-beursgangen ooit ANT Anthropic komt eraan. Hier lees je alles over de aanstaande beursgang: - hoeveel geld nodig - hoeveel geld verbranden ze - wat zijn de grootste risico's - hoe gevaarlijk is de deal met Musk deaandeelhouder.nl/columns/a…
Image from Nico A. Inberg (@NicoInberg)
1
2
3
2,761
Cees Smit retweeted
Ellen Vermorgen (@elvermo) profile picture
Ellen Vermorgen@elvermoOct 26
Brazilië ETF van iShares keldert in nachtelijke handel met 20% na overwinning Lula
Image from Ellen Vermorgen (@elvermo)
8
6
2
60
7,270
Volgens Torsten Slok van Apollo zijn er nog geen tekenen dat AI de productiviteit verbetert
Image from Corné van Zeijl (@beursanalist)
4
2
1
24
3,891
Cees Smit retweeted
Financial Times (@FT) profile picture
Financial Times
@FTOct 21
Breaking news: Tesla’s quarterly profits declined on weakening sales of both its automotive and energy storage businesses, a day after Elon Musk said it would be a 'good idea' to merge the carmaker with SpaceX. ft.trib.al/T3KiEdm
Image from Financial Times (@FT)
47
159
16
439
42,355
Cees Smit retweeted
Barchart (@Barchart) profile picture
Barchart
@BarchartOct 21
BREAKING 🚨: Housing Market Pending Home Sales plunge to lowest level in history 📉 📉
Image from Barchart (@Barchart)
86
462
93
2,691
317,435
Worse than 2008 Probably nothing ..
Kevin Gordon (@KevRGordon) profile pictureKevin Gordon
@KevRGordonOct 20
Stunning. Pending home sales in the US fell to an all-time low in September
Image from Kevin Gordon (@KevRGordon)
52
1
305
14,395
Zelensky is a Genius: Trump: "I'm buying oil from Putin, which will help fund the war against Ukraine." Zelensky: "Ok then I'm blowing up all the Yandex Data centers in Russia, which host the bot Traffic that Putin uses to Help Trump cause chaos in the US elections. Checkmate!"
2,215
15,621
641
96,001
4,849,960
Cees Smit retweeted
Karel Mercx (@KarelMercx) profile picture
Karel Mercx
@KarelMercxOct 9
Dated Brent 20-day MA at an all-time high. The April spike was brief. This time, oil has stayed elevated for much longer. Physical Brent is now above $130, so the 20-day MA, currently at $125.60, will keep moving higher for a while.
Image from Karel Mercx (@KarelMercx)
Karel Mercx (@KarelMercx) profile pictureKarel Mercx
@KarelMercxSep 13
I remain heavily overweight oil stocks. At some point, refined-product prices will push the global economy into recession. But not yet. My key signal is global money supply. See the chart. As long as it rises, economic activity is growing.
Image from Karel Mercx (@KarelMercx)
9
35
3
198
40,598
Mensen help een moeder in nood die tegen het systeem van rechtspraak en jeugdzorg aanloopt @ceessmit doneeractie.nl/geef-mijn-kin…
Liefde is...bij mama zijn ️

Liefde is...bij mama zijn ️

Hallo lieve mensen, Ik ben moeder van 2 prachtige zonen. Tijdens de relatie heb ik alleen voor de zorg, opvoeding en chronisch zieke kinderen ge...

doneeractie.nl
2
1
1
634
Cees Smit retweeted
Bloomberg (@business) profile picture
Bloomberg
@businessOct 7
"The Black Swan" author Nassim Taleb warned that a pullback in demand for US Treasuries risks creating a fault line across markets, potentially hurting a record-beating stock rally bloomberg.com/news/articles/…
Nassim Taleb Says ‘Vulnerable’ Bonds Risk Hurting Stock Rally

Nassim Taleb Says ‘Vulnerable’ Bonds Risk Hurting Stock Rally

The Black Swan author Nassim Taleb warned that a pullback in demand for US Treasuries risks creating a fault line across markets, potentially hurting a record-beating stock rally.

bloomberg.com
13
53
8
173
41,498
Robot units are now leading the way in many battles around the globe whilst human soliders follow behind..
216
1,245
309
12,308
4,177,483
OUCH! SpaceX’s credit-risk gauge hits a fresh record amid reports of new borrowing. CDS pricing implies a roughly 15% probability of default by end-2031, assuming a 40% recovery rate. bloomberg.com/news/articles/…
Image from Holger Zschaepitz (@Schuldensuehner)
25
74
10
314
24,961
BREAKING: Venezuela's Cardon Oil refinery, the country's second largest at 310,000 barrels per day, has just unexpectedly exploded and caught fire, forcing a full shutdown. The fire started at a gas line connecting the refinery's diesel hydrotreater and halted the whole plant, including the boilers, eight sources told Reuters.
582
2,154
418
7,711
955,432
Load more