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Dividend King believed it had become particularly essential to hold financial assets, such as stocks, ETFs, or Bitcoin, which he considered mobile and likely to be relocated. According to him, these assets would be less exposed to the decline the country was experiencing at all levels. He added that he would sleep poorly if he owned six apartments in Paris today and a life insurance policy heavily invested in euro funds. He advised ensuring that the majority of one's wealth provides freedom rather than creating attachment. #Investissement #FinancesPersonnelles #Actifs (translated)

The author stated that the pay-as-you-go pension system impoverishes everyone and that demographic changes condemn it. He indicated that the number of workers per retiree has dropped from 4 to 1.7 and estimated that the system is not supportive, with workers, in his opinion, having to work hard to finance pensions. https://t.co/ag69VPy0Wj #Retraite #Démographie #Solidarité #FR (translated)

Cerfia reported, citing Les Échos, that Vladimir Putin had taken control of the Russian subsidiary from the French group Tarkett. According to the media, the Kremlin had taken control of the company's Russian assets, which would no longer have decision-making power over their management or access to the profits generated locally. Cerfia presented this measure as a retaliation against European support for Ukraine. #Ukraine #Russie #Tarkett (translated)

Alain Bokobza, global head of Asset Allocation Strategy at Société Générale CIB, discussed the pressure on sovereign bonds in the context of global growth during a Good Morning Business broadcast on BFM Business. #ObligationsSouveraines #CroissanceMondiale #BFMBusiness (translated)

Joan Larroumec stated that the French private pension system was also heavily in deficit, estimating its deficit at 77 billion euros. He argued that the public system's deficit reached 50 billion euros per year, masked in his view by accounting overcontributions, notably 82% for the state and 126% for the military. According to his calculations, the private system received 228 billion euros in contributions, against 300 billion euros in pensions paid, or 305 billion euros including management fees. He indicated that the gap was covered by subsidies, allocated taxes, and debt. He specifically cited 37 billion euros in levies related to the CSG and allocated taxes, 24 billion euros in reimbursements by the state for exemptions from charges, and 17 billion euros collected from family and unemployment funds. Larroumec estimated that the pay-as-you-go system should have been adjusted 25 years ago, either by lowering pensions or raising the retirement age, due to the aging population and the decrease in the number of active workers per retiree. He attributed the lack of reform to a lack of political will and opposition from the population, stating that the deficits had been financed through overcontributions in the public sector and by taxes, subsidies, and debt in the private sector. He also disputed the figures from the Retirement Orientation Council, which estimated the deficit at 5 billion euros. According to his calculations, 420 billion euros were spent each year on pensions, against 282 billion euros in contributions collected, leaving 137 billion euros to be found elsewhere in the economy. He suggested that political leaders were staying silent about the problem because retirees formed the largest electorate in France and that attempts at reform had cost some elected officials their jobs. #Retraites #France #Déficit (translated)

Louis Duclos described as a "seismic" event the fact that one-third of the national education budget is devoted to pensions, while high school students were protesting. He stated that pension expenditures exceeded 420 billion euros, more than the GDP of Portugal, and estimated that they were widening the gap between generations and weighing on the working population. He also mentioned the condition of certain high schools, the unfilled teaching positions, the difficulties related to Parcoursup, and the challenges faced by young people in finding employment or housing. According to him, the youth had reasons to be angry, although he specified that the retirees, who had contributed all their lives, should not be blamed. He called for a profound reform of the system and advocated for France to invest more in its youth. #Éducation #Retraites #Jeunesse (translated)

Dividend King wrote that he saw in the morning an article presenting French bonds as having become attractive again, then another in the evening, stating that it was the ideal time to buy a new home in France. He concluded that these two asset classes should be avoided at the moment. #Finance #Investissement #Immobilier (translated)

Jean-Pierre LIHAU accused an unnamed person of treason and acting as an enemy agent amid the aggression against the nation. He stated that after 18 years in power, this person would seek to repeat their "exploits" of 1997 with Rwandan allies. LIHAU claimed that the Rwandans overthrew J.D. Mobutu in 1997 and placed one of their own at the head of the Congolese army. He also accused them of having assassinated LD Kabila in 2001 and having massacred millions of Congolese. He described the country that Félix Tshisekedi had inherited as infiltrated and destructured, with the M23, over 150 active armed groups, and a socio-economic situation that he termed catastrophic. LIHAU added that the Congolese were no longer fooled and would know how to take their responsibilities without giving in to intimidation. He asserted that the Republic was one and indivisible, that it would rise again, and that justice would catch up with its enemies. #RépubliqueDémocratiqueDuCongo #Justice #Politique (translated)

Guillaume Kasbarian stated that pensions were the country's primary public expense. He estimated that their financing depended on the working population and, due to the system's deficit, on their children. According to him, increasing pensions would impose an additional burden on the working population and future generations. He called for an end to this and demanded more political courage. https://t.co/uQQXCAQX2q #Retraites #Politique #Société (translated)

Guillaume Kasbarian estimated that clientelism was the worst response to the budgetary deadlock. He described the promise to increase pensions while leading workers to believe that they would not have to pay anything as a "lie," and referred to an article from L’Opinion. https://t.co/gomTuNTC1O https://t.co/uNywhokQJA #Budgétaire #Économie #Retraites (translated)

Dividend King provided an update on the amendments concerning investors and entrepreneurs reviewed by the finance committee as part of the 2027 budget. He indicated that nearly all proposals aimed at increasing the flat tax had been rejected, such as the proposals to abolish the single flat-rate tax. A final amendment was supposed to be submitted for a vote that very day, but it had little chance of being adopted. According to his report, the committee had rejected all amendments aimed at tightening the Exit Tax, particularly those seeking to extend its duration from 2 to 15 years. However, it had adopted proposals to include portfolios of cryptocurrencies exceeding €800,000 in this scheme, to tax capital gains realized during conversions into stablecoins, and to impose a declaration to the tax authorities for self-hosted crypto portfolios of at least €100,000. Failure to declare could result in a fine of up to €10,000, he specified. Dividend King also stated that an amendment aimed at extending the 2% tax on holdings to financial investments had been withdrawn and that amendment I-CF1440, which proposed to abolish the tax on certain non-professional assets of wealth management holdings, had not been supported. He added that the amendment on contribution-disposition put forward by the general budget rapporteur, Philippe Juvin, had been adopted. This included stricter controls on donations of holding shares and changes to the taxation deferral regime, with transitional provisions for contributions made before October 7, 2026. The author believed that cryptocurrency holders were, at this stage, the main losers. He emphasized, however, that these results only concerned the finance committee and that the amendments still needed to be examined in a public session. He also reminded that amendments rejected in committee could return during debates and that the government could have its original version of the budget adopted through Article 49.3 or through ordinances. #Budget2027 #Cryptomonnaies #Finances (translated)

Varizan wrote that Bump, the agency founded by Squeezie, had established itself in Los Angeles, where a team was supposed to connect with American creators and publishers. He estimated that this presence could offer new business opportunities for Gentle Mates, particularly for its Call of Duty team, in an American market he described as important for esports. He reminded that Bump was notably working with gaming and esports creators Skyyart, Nikof, Mel, and Gotaga, and managed partnerships and sponsorship for Gentle Mates, the club of Squeezie, Gotaga, and Brawks. According to the figures cited by Varizan, the agency, founded in 2020 after Squeezie left Webedia, counted more than 70 creators, totaled 3 billion views, and had 300 active clients, and had completed 1,500 partnerships in 2025. Varizan presented Bump as the commercial structure of the club and indicated that the model combining creators, esports club, and sponsorship organized by the agency was already in place in France. #BumpAgency #Esport #Squeezie (translated)

Guillaume Kasbarian denounced what he called clientelism, citing the decision not to reduce the 10% allowance granted to retirees and the adoption of a tax credit for nursing homes. He also criticized the establishment of a tax credit on rental income for retirees and believed that the working population should not bear the tax burden alone. https://t.co/bjDYCZl3ek #Retraités #Impôts #Économie (translated)