Journal
March 2026
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Second Extraordinary Reporting / Interim Report Q1 2026
Good Morning Ladies and Gentlemen ”The economic cost of war was so great that no one could possibly hope to gain by starting a war the consequences of which would be so disastrous” Sir Ralph Norman Angell Due to fluctuations in financial markets, we have issued an extraordinary report on our clients’ portfolios. Typically, […]
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The Conflict’s Windfall: Are U.S. Corporations Winning?
Good Morning Ladies and Gentlemen ”Right or wrong are not a matter of personal opinion!” also attributed to Dennis Prager We (humans) engage in a constant manipulation of our emotional balance, which is a typical aspect of human behaviour. In today’s world, we also utilise social media to facilitate this process, making it particularly intriguing […]
February 2026
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Ambition, Inflation, and Century Bonds: A Modern Tragedy in Four Acts
Good Morning Ladies and Gentlemen ”How quickly arrives suddenly?” Pete Doherty (during his concert in Zürich in February 2026) Richard III is a historical tragedy that explores themes of unchecked ambition, political manipulation, and the corrupting influence of power, centred around one of Shakespeare’s most notorious villains. Reading the news about today’s social and […]
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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. […]