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"The individual investor should act consistently as an investor and not as a speculator." — Ben Graham
Weekly deep dives on the economy and stock markets. By a professional investor who has managed a $5B fund. Learn exactly how we time the market.
Discover market-leading companies and top investment ideas through concise, high-conviction analysis – The stocks every investor should want to own!
Independent Investment & Economic Researcher. Stocks, bonds & more. U.S. and Switzerland focus. Differentiated reports, deep dives, trading ideas, charts. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...