Very glad to hear! I am not posting often, but when I do quite it should be quite some food for thought ;). Sharing the newsletter within your circle to likely interested folks would be appreciated. Thank you and have a great weekend!
Indeed Adrian ... quite a case :). Indeed, minimum ticket is very high ... and also not much liquidity, big parts of it parked in the balance sheet of life insurance & pension funds.
Maverick, lots of points to ponder in your presentations. The average return from 1928 to 2022 by asset class was interesting. I would really be interested to see what that is like in real returns - taking out inflation. Have you ever seen that kind of analysis?
This must've been a time-consuming endeavor. Those are some insightful charts.
Indeed George, it always is ... cherry-picking 25 charts is most of the times the equivalent of going through 100-200 initially :).
Glad to hear ... October edition coming next week ;).
Cheers!
Amazing collection of insights, thanks for sharing!
glad to hear, welcome, have a good day!
Another great chart deck! You’ve given me a lot to consider! Always enjoy your posts.
Very glad to hear! I am not posting often, but when I do quite it should be quite some food for thought ;). Sharing the newsletter within your circle to likely interested folks would be appreciated. Thank you and have a great weekend!
AT 100y bond launch must have been interesting & fun! Too bad that the trading clips there are 100kEUR.
Indeed Adrian ... quite a case :). Indeed, minimum ticket is very high ... and also not much liquidity, big parts of it parked in the balance sheet of life insurance & pension funds.
Have a great weekend!
Cheers!
Thanks, you too!
Maverick, lots of points to ponder in your presentations. The average return from 1928 to 2022 by asset class was interesting. I would really be interested to see what that is like in real returns - taking out inflation. Have you ever seen that kind of analysis?
there you go: https://twitter.com/Maverick_Equity/status/1709931912578695459
Many angles indeed Jere :).
Yes, saw that quite many times, let me see if I can find it now. If not, will do my best to have it in the 12th edition ... it is a key reference!
Have a good day!
p.s. to be sure and preview: when everything is inflation adjusted properly, you get the same differences when having it without inflation
quite a case indeed ;))