slabljenje dolara i niza kamatna stopa su mu plan da bi digao investicijeplavi_E wrote: ↑08/01/2026 16:08Pored preljevanja kapitala u zlato pojavio se trend prelijevanja kapitala iz dolara u euro. Povjerenje u dolar je sa Trampom pocelo pdati. Jos kad Tramp krene smanjivati kamatnu stopu bit ce jos veca bjezanija.GandalfSivi wrote: ↑08/01/2026 14:36SpoilerShowStvari nekada i nisu kao sto izgledaju. Dva primjera.
Prvi, poredjenje americke berze sa ostalima u 2025:
U.S. annual return (2025): ~17%
• South Korea (KOSPI): +76%
• Hong Kong (Hang Seng): +31%
• Japan (Nikkei 225): +28%
• Europe (DAX 40 / FTSE 100): both over +20%
A sada puno strasnija statistika. Kad pukne, otici ce sve u neku stvar:
≈58–60% of U.S. stock‑market growth in 2025 can be attributed to AI‑related companies, due to their dominance in the technology and communication‑services sectors and their outsized contribution to index performance.
A ako ova statistika odozgo nije dovoljno strasna, tek onda ide pravi horor:
TL;DR (three sensible ratios for 2025)
1. AI spending vs. AI companies’ total market cap (global):
≈ 7.2% — using Gartner’s estimate of $1.48T global AI spending in 2025 divided by the combined market cap of listed “AI companies” (≈ $20.57T). 1234
2. AI market revenue (market size) vs. AI companies’ total market cap (global):
≈ 3.7% — using 2025 global AI market size (revenue) $757.6B divided by the same $20.57T market cap. 564
3. Megacap AI leaders’ revenue vs. their market cap (a sector “price‑to‑sales” proxy):
≈ 9.7% — combining 2025 revenue for NVIDIA, Microsoft, Alphabet, Amazon, Meta, Broadcom, TSMC and dividing by their combined market cap. (Details and sources just below.)
I onda se ljudi pitaju zasto cijena zlata raste kao nikada uz ovakav “rast” berzi…
znaci veca produkcija i veci izvoz
znaci veci profit - i veca vrijednost dionica na berzama
unistiti decenije globalizacije je nemoguce za 4 godine
nemoguce je na ovaj nacin da on digne americku ekonomiju na ovaj nacin u ovako kratko vrijeme
znaci - ili on zeli da ostane jos duze na vlasti, ili koristi ovo vrijeme da samo sebe obogati
