mwb weekend
Matthias MirwaldA weekly selection of good articles, charts, podcasts and memes.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
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mwb weekend
The German government is frozen in fear of AfD. Still not realizing that doing nothing, not adressing the mounting economic problems, is the root cause of the rise of the extremists. Yet the mechanism continues: in response to recent electi...
mwb weekend
Good fund managers perform better at a boutique, below average fund managers perform better at a big institution
citing Swiss Finance Institute study
In the newsletter (click here for the free links)
: AI will lower rates, either way
:...
mwb weekend
"Quality" stocks have underperformed recently. Rob Campbell at Mawer Investment Management has written a fantastic article on “Integrative Thinking” in Investing. He´s using "Quality" stocks as an example. A must-read for investmen decision...
mwb weekend
Scott Bessent trying to install “fiscal dominance”? The situation is “complicated”. The US now pays USD 3.8bn in interest on its USD 40tr in debt. PER DAY, that is. The debt pile has doubled in 10 years (~7% p.a.). As nobody wants to cut sp...
mwb weekend
Jensen and “Big Finance” mobilize USD 500bn, in what might be the biggest deal in Wall Street history. The Bulls have their points, the Bears have their points (you find them in the newsletter below).
What makes me “un-easy”: the fact and...
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Investment Analyst in Germany
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