Journal
March 2022
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Less Return with More Risk
Good Morning Ladies and Gentlemen, My job is to make money for our clients. I do this by investing in capital markets, i.e. managing our clients’ capital in a volatile environment and in line with our clients’ mandates. I love managing assets. It is an exciting job that allows me to read books, research, newspapers, […]
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Face Saving and a quick Competition
Good Morning Ladies and Gentlemen, «Human beings are only there to live the short period between birth and death with as much egoism as possible.» Do you know the author of this sentence and the respective book, and the book’s name? Intriguing thoughts In order to prevent more significant harm to the people of Ukraine, […]
February 2022
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What Comes Next?
Good Morning Ladies and Gentlemen, The Prussian general and military theorist Carl von Clausewitz once said: “The greatest enemy of a good plan is the dream of a perfect plan.” Your Thoughts In my last weekly, I asked you to share your thoughts on the current political crisis, and I also asked how you would […]
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Crowded Trade
Good Morning Ladies and Gentlemen, When everything seems so obvious, you want to reconsider. Potentially Crowded Trade Sometimes things seem so obvious, «the really smart» people point in one direction, media and social media confirm the view, the trade looks very promising, you are convinced to outsmart the market. Ladies and Gentlemen, a good trade […]