Journal
August 2025
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The U.S. Federal Reserve System
Good Morning Ladies and Gentlemen ”Nvidia and Microsoft account for 15% of the S&P 500’s market capitalisation.” Common Knowledge When a government prioritises avoiding austerity measures over managing fiscal deficits, state expansion and the resultant increase in state deficits may become one-way streets. Nonetheless, Ladies and Gentlemen, it is essential to recognise that time […]
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Navigating Markets in the Age of Sensitivities
Good Morning Ladies and Gentlemen ””Do you know the only thing that gives me pleasure? It’s to see my dividends coming in.” John D. Rockefeller Becoming socially acceptable historically involved adapting one’s behaviour to fit various settings, particularly when sharing those spaces with others. For instance, if you enjoyed putting your feet up on […]
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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 […]