Journal
September 2025
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Politics’ Possible Influence on Capital Expenditure
Good Morning Ladies and Gentlemen ”And I’ll keep my cool, but I’m feigning.” Macy Gray in her iconic song “I Try” An editor at the Frankfurter Allgemeine Zeitung newspaper once coined the term ‘insufficiency terrorists’ (Insuffizienz-Terroristen) to describe a phenomenon. It refers to managers who fail to recognise their shortcomings and force those around […]
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A Philosophical Approach To Wealth – Part I
The geopolitical and financial events of the last five years have changed how many investors and market commentators perceive wealth. Phrases like “long-term,” “capital allocation,” and “risk mitigation” often revolve around the concept of wealth, which remains somewhat elusive.
August 2025
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A Cultural Examination of Wealth through Literary Art
Good Morning Ladies and Gentlemen ”If a tree falls in the woods and there’s no one around to hear it, does it still make a sound?” Jesse Felder In a series of four articles unfolding over the summer, my friend Anton, who lives in Oxford (UK) and works in the financial services sector, and […]
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Stop Moralising / Interpreting Latest Data / Inflation And Growth Perspective
Good Morning Ladies and Gentlemen ”Don’t gamble; take all your savings and buy some good stock, hold it until it goes up, then sell it. If it doesn’t go up, don’t buy it.” Will Rogers Europe’s difficult situation is home-made, and I think humanity is currently engaged in a significant experiment. Because in the […]