Calm is a Strategy \ud83c\udf75
Harald Berlinicke, CFAHelping investors think beyond the headlines.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
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| Issues | 80 | Founded | 3 months ago | Last Issue | 6 days ago |
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haraldberlinicke.substack.comLatest Issues
Calm Investing Nugget #19
Emerging markets were supposed to buckle under higher US yields. So far, they’re proving more resilient than developed peers.
US 10-year Treasury yields jumped from 4.8% to 5.3% in a month. Yet sovereign yields in several emerging markets...
Calm is a Strategy 🍵 — Letter No. 5
Four weeks of conversations, connections and climbs.
Over the past four weeks, I have spent quite a bit of time moving between two worlds: markets and mountains, Berlin and Scotland, large professional gatherings and quieter conversations...
THE LONG VIEW #2 🏔️
A clip from my recent hike in spectacular Torridon in the northwestern Highlands of Scotland. At this point in the climb, I had just managed a muddy path with some awkward rocks, and the weather seemed determined to deliver three seasons in...
Calm Investing Nugget #18
This week, German 10-year yields fell 17 basis points, while France’s rose 14bp and US and Italian yields increased 7bp each. The Netherlands and Switzerland also attracted haven demand.
Two forces are at work.
Resilient US growth is chal...
Frankfurt’s skyline in the distance. A new hiking buddy beside me. 🥾
This week, I made a whirlwind 36-hour visit to Frankfurt for the Fundview Selectors event at the iconic Steigenberger Frankfurter Hof.
With the afternoon and evening of my arrival free, I arranged to see my LinkedIn buddy Martin Weinra...
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Less noise. More perspective. Helping investors think beyond the headlines. Featuring a monthly flagship letter, plus Calm Investing Nuggets, Calm Investing Principles, Calm Deep Dives, and Wall Street Lingo Explained.
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