Journal
February 2026
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Market Movement: What Drives Prices in Financial Markets?
Good Morning Ladies and Gentlemen ”Crypto is all over the Epstein files. In the documents that were released, a search for Bitcoin yields 1’520 hits.” Bloomberg’s “Odd Lots” According to an analysis by The Economist, a depreciation of the U.S. dollar is likely to reduce the weight of U.S. assets in global financial indices. […]
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The Price of Influence: Consequences of Corporate Giving to Politicians
Good Morning Ladies and Gentlemen ”Middle powers must act together because if you are not at the table, you are on the menu.” Mark Carney Last week, I indicated that I would be sharing my thoughts on “The Price of Influence: Consequences of Corporate Giving to Politicians” in this week’s edition of “Stefan’s Weekly.” […]
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Capex: Big Tech versus Oil & Mining and the Outlook for Free Cash Flow
G Good Morning Ladies and Gentlemen ”Sicilians never want to improve for the simple reason that they think themselves perfect,” says Don Fabrizio. “Their vanity is stronger than their misery.” Bloomberg’s “Balance of Power” The appointed Federal Reserve Chairman, Kevin Warsh, has yet to receive Senate confirmation. In contrast to the sitting Chairman Jerome […]
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IGWT Monthly Gold Compass – February 2026
We are pleased to present to you the IGWT Monthly Gold Compass for February 2026, which contains a wide range of popular charts.