Journal
June 2025
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Embrace the Power of Value Investing
Good Morning Ladies and Gentlemen ”The key to successful investing is having everyone agree with you — LATER.” Jim Grant I would like to share one final thought regarding the numerous messages I have received in response to the “Political Views and Seductive Misconceptions” in last week’s “Stefan’s Weekly.” I firmly believe that in […]
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A Deeper Look at Wealth / Part I: A Philosophical Approach to Wealth
Good Morning Ladies and Gentlemen ”It Ain’t What You Don’t Know That Gets You Into Trouble. It’s What You Know for Sure That Just Ain’t So.” Mark Twain In May, I had several conversations with my friend Anton, who lives in Oxford (UK) and works in the financial services sector. He is interested in […]
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Sensual Economics: Unveiling Financial Markets, Ideologies, and Seductive Misconceptions
Good Morning Ladies and Gentlemen ”The level of immaturity is beyond words.” Sen. Rand Paul A Deeper Look at Wealth / Part I: A Philosophical Approach to Wealth I sincerely appreciate your thoughtful messages and generous compliments regarding last week’s “Stefan’s Weekly.” I shared your feedback with Anton, who was truly honoured by your kind […]
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2025 Year-End Competition; an Update
Good Morning Ladies and Gentlemen ”The USA is responsible for less than 15% of world trade. What happens to the world trading system now will be decided by the other 85 per cent.” Professor Richard Baldwin Elon Musk’s statement, “I think a bill can be big or beautiful. I don’t know if it can be […]