Journal
July 2024
June 2024
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Bank of America / UEFA EURO 2024
Good Morning Ladies and Gentlemen “Tis not unreasonable for me to prefer the destruction of the whole world to the scratching of my finger.” David Hume Bank of America monthly survey Bank of America (BofA) delivers revealing data from monthly surveys among global fund managers. I like looking at those surveys and seeing these […]
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Crisis? / Milei / Rate Cuts / Elections
Good Morning Ladies and Gentlemen “If printing money would end poverty, printing diplomas would end stupidity.“ Javier Gerardo Milei Your E-Mails I receive more and more e-mails from readers asking where markets are heading. I personally believe markets are reasonably stable. I am not too afraid of an imminent market crash; inflation seems to […]