Journal
August 2024
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GDP Expectation / Unfunded Recession Fears? / Commodities
Good Morning Ladies and Gentlemen „I did not need the special equipment. I’m a natural, natural shooter.„ Turkish shooter Yusuf Dikec, Olympics, Paris 2024 GDP Expectation The Atlanta Fed’s forecast for the third quarter of 2024 (GDPNow) is 2.9%. A nowcast value of 2.9% means an increase of 0.4 percentage points compared to the previous […]
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Reason / Compounding / 1. of August 1291 / The Paris 2024 Olympics
Good Morning Ladies and Gentlemen „Reason only makes sense in the context of irrationality; it’s not reasonable to always strive for rationality.“ from „unknown“ to me Compounding in Asset Management The compound interest effect is a powerful strategy that can inspire us to leverage small, seemingly insignificant actions to generate significant gains in […]
Juli 2024
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U.S. GDP vs German Consumer Confidence / Spicy / The Paris 2024 Olympics
Good Morning Ladies and Gentlemen „In the end, it’s not the years in your life that count; it’s the life in your years.„ Edward J. Stieglitz (commonly misattributed to Abraham Lincoln) U.S. GDP versus German Consumer Confidence This week’s US gross domestic product (GDP) numbers surprised to the upside, increasing by an annualised […]
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Symbolic Politics in Asset Management / UEFA EURO 2024
Good Morning Ladies and Gentlemen „I never won a fight in the ring; I always won in preparation.“ Muhammad Ali Symbolic Politics in Asset Management There are more styles in asset management than most investors anticipate. In principle, this is fantastic as it allows investors to choose the style of their preference or […]