mwb weekend
Matthias MirwaldA weekly selection of good articles, charts, podcasts and memes.
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mwb weekend
Schroders won´t get tired to highlight that value is working outside of the US. And it could work as a good hedge against AI-risk without giving up equity exposure. Historically, when Semis (as a proxy for tech) fell hard, value stocks held...
mwb weekend
The ~USD1bn Berkshire put into Bending Spoons is “peanuts” for them.
But, what I find interesting is that Bending Spoons, in a modified way, is re-applying the early-Buffett, Graham-style “cigar butt” approach to the digital age.
Pick u...
mwb weekend
French bourgeoisie staying calm in the FROGS (French Oversized Government and Social Security) crisis.
In the newsletter (click here for the free links)
: We dont develop AI. We breed it.
: Why Doesn’t the Risk of AI Wipin...
mwb weekend
In this week´s newsletter the Bond Market takes main stage:
The “normalization” of interest rates. Remember books like the “The price of Time” by Ed Chancellor, highlighting, at the time of ZIRP, the fact that interest rates were “artifici...
mwb weekend
Goldman introduced the “consumer inertia” basket.
The rationale is that personal AI agents begin shopping around for us and automatically find cheaper insurance, better accounts, cancels subscriptions, compare travel prices instantly and s...
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Investment Analyst in Germany
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