Journal
March 2020
February 2020
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Perception
Dear Ladies and Gentlemen COVID-10 has received coverage in the media for approximately two months by now. However, the effect it developed over the last two weeks was rather unpleasant for financial markets’ participants. While in the beginning people were looking at the news and thinking the poor people in China had a problem, suddenly […]
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Collective Outrage II
Dear Ladies and Gentlemen Many thanks for your feedbacks. It seems I am not the only one concerned. Unfortunately I am unable to publish all the very valuable comments I received. Before sharing some or at least extracts of them, allow me to mention that many of you indicated a disturbing feeling of ever-increasing moralizing arguments in political […]
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Coronavirus COVID-19 Global Cases by Johns Hopkins CSSE
Ladies and Gentlemen The following link was sent to me by one of my clients who is a medical doctor. Please look at it for your convenience: https://gisanddata.maps.arcgis.com/apps/opsdashboard/index.html#/bda7594740fd40299423467b48e9ecf6 The interpretation of the numbers is up to you. For myself I can only say that I am somewhat surprised that the mainstream media is not mentioning recovered cases […]
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What the Incrementum partners think
Dear Ladies and Gentlemen Today I would like to share a transcript with you. It is a rather long transcript, and this is why I will keep it short here. It is a transcript of a meeting the partners of Incrementum conducted some two weeks ago. We were discussing about financial markets and some of […]