Markets do not collapse when narratives fail. They reprice when credibility does.
Investment The Original 2 โ The Silicon Vacuum, Part II is not a forecast of panic, nor a call for retreat. It is a diagnosis of a structural transition already underway: a shift from story-driven capital toward verifiable cash flows, defensible structures, and assets that function when confidence thins.
The defining feature of the current cycle is not excess liquidity or restrictive policy. It is narrative saturation. Artificial intelligence, platform scale, and perpetual growth stories have absorbed capital at a velocity that outpaced verification. That does not imply fraud, nor imminent collapse. It implies pressure gradientsโzones where valuation, expectation, and reality are no longer aligned.
History shows that such gradients resolve in one of three ways: through time, through price, or through shock.
This edition argues that 2026 marks the beginning of a credibility rotation. Capital is not fleeing risk; it is migrating toward assets that can withstand forensic scrutiny. The rise of short activism, dark-data analysis, and network-based capital mapping is not adversarial to marketsโit is corrective. These mechanisms restore pricing discipline when narratives become self-referential.
Private capital understands this instinctively. Family offices, sovereign-adjacent funds, and operationally driven investors are positioning where optionality meets insulation. The emergence of sports franchises as an asset class is not cultural triviaโit is financial logic. Scarcity, political protection, inflation pass-through, and emotional capital combine to form something rare in modern markets: durable pricing power.
The same logic applies across sectors. Technology is not โover.โ It is being repriced from promise to proof. Real assets are not relics; they are balance-sheet anchors. Macro frameworks are not brokenโbut they must now incorporate behavioral density, regulatory asymmetry, and capital network fragility.
This is why the concept of the Silicon Vacuum matters. Vacuums form when belief evacuates faster than structure can compensate. The task of serious investors is not to predict when that happens, but to recognize where.
The work ahead is analytical, not emotional. Map flows, not headlines. Verify cash, not vision. Understand power structures, not popularity.
Credibility, once lost, is expensive to rebuild. Capital knows this. That is why it is already moving.
Sincerely yours
Bernd Pulch (MA)
Publisher
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Investment Digest: M&A Activity Slows, Germany’s SWF Shifts Strategy, and Global Markets Brace for Impact โ September 18, 2025
Key Points
ยท Global M&A Activity Cools: Aggregate global deal value fell 27% in August to just over $350 billion, though deal count remained steady. Software sector led U.S. M&A activity by both deal count and value, while AI-related acquisitions surged, on track to more than double year-over-year . ยท Germany’s Sovereign Wealth Fund Pivots: The $29.93B KENFO fund is shifting from U.S. treasuries to German federal bonds and increasing focus on infrastructure investments, including data centers, fiber networks, and energy transition assets. Private markets allocation is set to rise to 30% by 2028 . ยท German Budget Approves Record Investments: Germany’s 2025 budget includes โฌ62.7B in investments, part of a total spending package of โฌ591B, funded by special infrastructure and defense funds. This comes amid criticism of the easing of Germany’s “debt brake” rules . ยท AI Transforms Investment Analysis: Researchers have developed AI systems that can predict shareholder voting outcomes with 79% accuracy compared to ISS guidelines. AI is increasingly used in M&A for assessing targets and streamlining due diligence . ยท Institutional Events Highlight Market Trends: Recent institutional investor conferences in Copenhagen and Tokyo focused on portfolio recalibration amid tariffs and central bank policies, with awards recognizing leadership in adaptive investment strategies .
Courtesy of Investment The Original by Bernd Pulch, exposing elite tax havens and banking corruption. Subscribe for exclusive leaks at patreon.com/berndpulch.
https://i.postimg.cc/P54P7XKG/1751001699910.jpg INVESTMENT – THE ORIGINAL “M&A activity cools as Germany’s SWF shifts strategy. AI transforms investment analysis. Uncover the secrets behind global market moves with Bernd Pulch’s exclusive leaks. [SUBSCRIBE NOW] โก๏ธ patreon.com/berndpulch #MA #SustainableInvesting”
Renowned journalist Bernd Pulch delivers exclusive financial intelligence via “Investment The Original” on Patreon, sharing leaked documents and insider reports.
Global Markets: Strategic Shifts and Cautious Optimism
Global markets are navigating a complex landscape of cooling M&A activity, strategic sovereign fund shifts, and increased AI integration in investment processes. Germany’s record investment budget signals a robust approach to economic revival, while institutional investors are recalibrating portfolios in response to geopolitical tensions and technological disruptions. The surge in AI-related M&A highlights the ongoing technology transformation across industries, with deals focusing on capability acquisition and talent integration .
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Global M&A deal value fell 27% in August to $350B, though AI-related acquisitions are surging . Germany’s KENFO is shifting to infrastructure investments, with private markets allocation target of 30% by 2028 . Germany’s 2025 budget includes โฌ62.7B in investments, part of a โฌ591B total spending package . AI systems now predict shareholder voting outcomes with 79% accuracy compared to ISS guidelines .
Comprehensive Analysis
This Investment Digest for September 18, 2025, powered by Investment The Original by Bernd Pulch, captures a period of strategic realignment in global markets. The cooling M&A activity reflects heightened caution among investors, while Germany’s aggressive investment stance and sovereign fund shift toward infrastructure signal a long-term approach to economic resilience. The growing role of AI in investment analysis and M&A is transforming how deals are evaluated and executed, with technology becoming a critical factor in assessing targets and predicting outcomes. Subscribers to patreon.com/berndpulch receive advanced briefings on the geopolitical and institutional moves behind these market shifts. Explore the Nacktes Geld podcast for deeper analysis.
Investment Digest: M&A-Aktivitรคt verlangsamt sich, Deutschlands Staatsfonds รคndert Strategie und globale Mรคrkte bereiten sich auf Auswirkungen vor โ 18. September 2025
Hauptpunkte
ยท Globale M&A-Aktivitรคt kรผhlt ab: Der gesamte globale Deal-Wert fiel im August um 27 % auf knapp รผber 350 Milliarden US-Dollar, obwohl die Anzahl der Deals stabil blieb. Der Software-Sektor fรผhrte die US-M&A-Aktivitรคt sowohl nach Anzahl als auch nach Wert an, wรคhrend AI-bezogene Akquisitionen stark zunahmen und voraussichtlich mehr als das Doppelte im Jahresvergleich erreichen werden. ยท Deutschlands Staatsfonds vollzieht Wende: Der 29,93 Milliarden US-Dollar schwere KENFO-Fonds wechselt von US-Staatsanleihen zu deutschen Bundesanleihen und verstรคrkt den Fokus auf Infrastrukturinvestitionen, einschlieรlich Rechenzentren, Glasfasernetzen und Energiewende-Assets. Die Allokation fรผr private Mรคrkte soll bis 2028 auf 30 % steigen. ยท Deutscher Haushalt genehmigt Rekordinvestitionen: Der deutsche Haushalt 2025 umfasst 62,7 Milliarden Euro an Investitionen, Teil eines gesamten Ausgabenpakets von 591 Milliarden Euro, finanziert durch Sonderfonds fรผr Infrastruktur und Verteidigung. Dies erfolgt amid Kritik an der Lockerung der deutschen “Schuldenbremse”. ยท KI transformiert Investmentanalyse: Forscher haben KI-Systeme entwickelt, die Aktionรคrsabstimmungsergebnisse mit 79 %iger Genauigkeit im Vergleich zu ISS-Richtlinien vorhersagen kรถnnen. KI wird bei M&A zunehmend zur Bewertung von Zielen und zur Straffung der Due Diligence eingesetzt. ยท Institutionelle Events highlight Markttrends: Recente institutionelle Anlegerkonferenzen in Kopenhagen und Tokio konzentrierten sich auf Portfolio-Neukalibrierung amid Zรถllen und Zentralbankpolitik, mit Auszeichnungen fรผr Fรผhrung in adaptiven Investmentstrategien.
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https://i.postimg.cc/P54P7XKG/1751001699910.jpg INVESTMENT – THE ORIGINAL “M&A-Aktivitรคt kรผhlt ab, wรคhrend Deutschlands Staatsfonds die Strategie รคndert. KI transformiert die Investmentanalyse. Enthรผllen Sie die Geheimnisse hinter globalen Marktbewegungen mit Bernd Pulchs exklusiven Leaks. [JETZT ABONNIEREN] โก๏ธ patreon.com/berndpulch #M&A #NachhaltigesInvestieren”
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Globale Mรคrkte: Strategische Wendungen und vorsichtiger Optimismus
Globale Mรคrkte navigieren durch eine komplexe Landschaft aus abkรผhlender M&A-Aktivitรคt, strategischen Staatsfondsverschiebungen und erhรถhter KI-Integration in Investmentprozesse. Deutschlands Rekord-Investitionshaushalt signalisiert einen robusten Ansatz fรผr wirtschaftliche Erholung, wรคhrend institutionelle Anleger Portfolios als Reaktion auf geopolitische Spannungen und technologische Disruptionen neu kalibrieren. Der Anstieg KI-bezogener M&A unterstreicht die anhaltende Technologietransformation across Industrien, wobei Deals sich auf Kompetenzerwerb und Talentintegration konzentrieren.
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Globale M&A-Dealwerte fielen im August um 27 % auf 350 Milliarden US-Dollar, obwohl KI-bezogene Akquisitionen stark zunehmen. Deutschlands KENFO wechselt zu Infrastrukturinvestitionen mit einem Private-Markets-Allokationsziel von 30 % bis 2028. Deutschlands Haushalt 2025 umfasst 62,7 Milliarden Euro an Investitionen, Teil eines 591 Milliarden Euro Gesamtausgabenpakets. KI-Systeme sagen Aktionรคrsabstimmungsergebnisse mit 79 %iger Genauigkeit im Vergleich zu ISS-Richtlinien voraus.
Umfassende Analyse
Dieser Investment Digest fรผr den 18. September 2025, powered by Investment The Original von Bernd Pulch, erfasst eine Phase strategischer Neuausrichtung an globalen Mรคrkten. Die abkรผhlende M&A-Aktivitรคt reflektiert erhรถhte Vorsicht unter Anlegern, wรคhrend Deutschlands aggressive Investitionshaltung und Staatsfondsverschiebung hin zu Infrastruktur einen langfristigen Ansatz fรผr wirtschaftliche Resilienz signalisieren. Die wachsende Rolle der KI in Investmentanalyse und M&A transformiert, wie Deals evaluiert und ausgefรผhrt werden, wobei Technologie ein kritischer Faktor bei der Bewertung von Zielen und der Vorhersage von Ergebnissen wird. Abonnenten von patreon.com/berndpulch erhalten advanced Briefings zu den geopolitischen und institutionellen Bewegungen hinter diesen Marktverschiebungen. Entdecken Sie den Nacktes Geld Podcast fรผr tiefgreifendere Analysen.
USP: berndpulch.org delivers cutting-edge satire while exposing state secrets, intelligence scandals, and global corruptionโall served with a side of โwhat were they thinking?โ humor, zero censorship, and multi-mirror access for unstoppable truth.
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USP: berndpulch.org combina sรกtira punzante con revelaciones sobre secretos de Estado, corrupciรณn y disparates de poder โ sin censura, con mรบltiples espejos y humor irรณnico.
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USP: berndpulch.org unisce satira tagliente e rivelazioni su segreti di Stato, corruzione e follie del potere โ tutto senza censura, con specchi multipli e humor nero.
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