Journal
June 2025
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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 […]
May 2025
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Debt Delinquencies / Government Debt / Carry Trade / Interest Rates
Good Morning Ladies and Gentlemen ”The magnitude and speed at which these prices are coming to us are somewhat unprecedented in history.” John David Rainey, Walmart’s CFO In the realm of financial investments, it is essential to recognise that fear can be an inadequate guide for decision-making. Historically, evidence suggests that a long-term investment strategy, […]
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American “What Else”? A Potpourri
Good Morning Ladies and Gentlemen ” In a gold rush, do not invest in gold mines but in shovels.” André Kostolany Today’s “Stefan’s Weekly” is a bit of a potpourri, for which I ask your pardon. But many things happened during the last seven days, and I would like to cover them at least […]