Finance & Markets

Morgan Housel is one of my favourite writers. In his post he wrote about an ubiquitious phenomenon. Bad things happen very fast, good things need a lot of time to unfold. This can be observed in the financial markets on a daily basis. Signifikant stock market returns sometimes need decades to materialise, while stock market crashes can happen in a blink of an eye.

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Technological developments have reshaped almost every aspect of our lifes during the past decades. During the COVID crisis many people started inveting through online brokerages which offer near zero commission trading. From my point of view it is very important to aknowledged the konsequences for wealth managers and in particular stock markets.

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Forecasting equity market returns seems like a fruitless endeavor. Nevertheless it is important to assess potential equity returns especially in constrast to other investable assets.

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Anybody who is involved in the financial markets knows the potential havok it can wreck on your emotions. To distinguish good from bad decisions just looking at the results you achieved won’t achieve much. You need to develop a thorough process which can be reviewed.

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Business & Strategy

The mega IPO of Ant Financial got pulled by the chinese government two days before initial trading. The reasons are not just idiological in nature.

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