Chris 🇺🇦
@dreyer.ch
Solution orientated generalist, CFA, growth minded technophile, outgoing recluse, dog person, swimmer, aspiring Stoic; Reskeet ≠ endorsement, Proof of Waste is EOL
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Chris 🇺🇦
@dreyer.ch
· Apr 23
Riskante Vermögensverwaltung - Hat die Aufsicht versagt im Fall Wendelspiess?
Sie plante ihren Lebensabend – jetzt steht eine 82-jährige Frau vor dem Nichts.
www.srf.ch
Mein jüngster Auftritt live im Studio - die Aufsicht sollte ernsthaft überprüft werden // Riskante Vermögensverwaltung - Hat die Aufsicht versagt im Fall Wendelspiess? - Kassensturz Espresso - SRF
Receivables, payables and (hidden) financial leverage
Equity analysis when accounting and economics diverge
When analysing receivables and payables the focus of investors tends to be on their cash flow and liquidity effects. However, these balances also impact financial leverage and equity risk, which may…
www.footnotesanalyst.com
February 4, 2026 at 9:21 PM
Receivables, payables and (hidden) financial leverage
Interesting battle of the narratives // Anthropic Takes Stand Against AI Advertising Models, Prioritizes User Trust Over Ad Dollars
Anthropic Takes Stand Against AI Advertising Models, Prioritizes User Trust Over Ad Dollars
Anthropic, actually a spin-off from OpenAI around CEO Dario Amodei, is increasingly developing into a kind of anti-OpenAI. While the ChatGPT maker
www.trendingtopics.eu
February 4, 2026 at 5:56 PM
Interesting battle of the narratives // Anthropic Takes Stand Against AI Advertising Models, Prioritizes User Trust Over Ad Dollars
Keine Ausweise, keine Selfies: Ein französisches Startup hat eine bessere Idee, um Jugendliche zu identifizieren
Alterserkennung per Handgesten: Ein Gamechanger für das Internet?
Weltweit wird über Social-Media-Verbote für Minderjährige diskutiert. Aber wie lässt sich das Alter kontrollieren, ohne dass getrickst wird? Ein Unternehmen aus Montpellier scannt Bewegungen der Hand…
www.nzz.ch
February 4, 2026 at 3:21 PM
Keine Ausweise, keine Selfies: Ein französisches Startup hat eine bessere Idee, um Jugendliche zu identifizieren
XBRL prepares for its next chapter: simpler, smarter, AI-ready
XBRL prepares for its next chapter: simpler, smarter, AI-ready | XBRL
Posted on February 3, 2026 by Editor
www.xbrl.org
February 4, 2026 at 1:21 PM
XBRL prepares for its next chapter: simpler, smarter, AI-ready
Five Financial Eras
Five Financial Eras | CFA Institute Research Foundation
Nine centuries of markets distilled into financial eras — how trade, war, inflation and policy shift equity premia, bond returns and allocation regimes.
rpc.cfainstitute.org
February 4, 2026 at 10:11 AM
Five Financial Eras
Ein gerade heute eminent wichtiges Thema! Allerdings ist Avenir Suisse leider noch blauäugig der grenzenlosen Kapitalmarkt-Hypothese verpflichtet und missachtet die missachtet die Bewertungs-Arbitrage. // Staatliches Risiko(-kapital)? - Avenir Suisse
Staatliches Risiko(-kapital)? - Avenir Suisse
Die Bundespolitik liebäugelt damit, Startups in der Wachstumsphase finanziell zu fördern. Doch eine Analyse von Avenir Suisse zeigt: Es fliesst bereits mehr und mehr Risikokapital in die Schweizer…
www.avenir-suisse.ch
February 4, 2026 at 9:21 AM
Ein gerade heute eminent wichtiges Thema! Allerdings ist Avenir Suisse leider noch blauäugig der grenzenlosen Kapitalmarkt-Hypothese verpflichtet und missachtet die missachtet die Bewertungs-Arbitrage. // Staatliches Risiko(-kapital)? - Avenir Suisse
We know magats are unable to care, but for the rest - do you see this?
In his Prospect diary, David Miliband, CEO of @uk.rescue.org, writes from Mogadishu on the damage done by US aid cuts estimated to be responsible for one million deaths globally.
The terrible price of Trump’s aid cuts
Plus Mamdani in the supermarket, and the Mark Carney doctrine
www.prospectmagazine.co.uk
February 4, 2026 at 8:50 AM
We know magats are unable to care, but for the rest - do you see this?
Fascinating piece and strategy! // “AI-enabled rollups” are booming. How to pick the winners?
“AI-enabled rollups” are booming. How to pick the winners?
The 3 types of rollups, and the skillsets required to run each one
rollupeurope.com
February 4, 2026 at 7:21 AM
Fascinating piece and strategy! // “AI-enabled rollups” are booming. How to pick the winners?
Data Update 4 for 2026: The Global Perspective!
Data Update 4 for 2026: The Global Perspective!
A blog about markets, finance and all things money related.
aswathdamodaran.blogspot.com
February 3, 2026 at 9:21 PM
Data Update 4 for 2026: The Global Perspective!
The Secular Decline in Interest Rates and the Rise of Shadow Banks
The Secular Decline in Interest Rates and the Rise of Shadow Banks
Over the last 20 years, a massive shift has occurred, with "shadow banks"- non-depository institutions like Quicken Loans -capturing nearly half of all originations. While many attribute this to new…
alphaarchitect.com
February 3, 2026 at 5:56 PM
The Secular Decline in Interest Rates and the Rise of Shadow Banks
How and Why Pension Funds Use Derivatives
How and Why Pension Funds Use Derivatives – International Swaps and Derivatives Association
Data Solutions
www.isda.org
February 3, 2026 at 3:21 PM
How and Why Pension Funds Use Derivatives
The Rules-Based International Order that Never Was
The Rules-Based International Order that Never Was
Nicholas Ross Smith, from the University of Canterbury's National Centre for Research on Europe, argues that the so-called rules-based international order has been more myth than reality - a branding…
www.globalpolicyjournal.com
February 3, 2026 at 1:21 PM
The Rules-Based International Order that Never Was
How Modern and Antique Technologies Reveal a Dynamic Cosmos
How Modern and Antique Technologies Reveal a Dynamic Cosmos | Quanta Magazine
Today’s observatories document every pulse and flash in the sky each night. To understand how the cosmos has changed over longer periods, scientists rely on a more tactile technology.
www.quantamagazine.org
February 3, 2026 at 10:11 AM
How Modern and Antique Technologies Reveal a Dynamic Cosmos
Not the only reason not to trust Meta // WhatsApp Encryption, a Lawsuit, and a Lot of Noise
WhatsApp Encryption, a Lawsuit, and a Lot of Noise
It’s not every day that we see mainstream media get excited about encryption apps! For that reason, the past several days have been fascinating, since we’ve been given not one but sever…
blog.cryptographyengineering.com
February 3, 2026 at 9:21 AM
Not the only reason not to trust Meta // WhatsApp Encryption, a Lawsuit, and a Lot of Noise
The Latest Research on Cryptocurrency
The Latest Research on Cryptocurrency
This list includes a selection of the latest research on cryptocurrency posted to SSRN in 2025. On the Impossibility of Transparent and Decentralized DeFi Trading by Hanna Halaburda (New York Unive…
blog.ssrn.com
February 3, 2026 at 7:21 AM
The Latest Research on Cryptocurrency
The perils of narrowing fiscal spaces
The perils of narrowing fiscal spaces
When public debt is elevated, the fiscal cost of fighting inflation rises sharply, as interest rate hikes increase government interest expenditures. We formalize this mechanism in a nonlinear New…
www.bis.org
February 2, 2026 at 9:21 PM
The perils of narrowing fiscal spaces
An interesting resolution to the bout of cognitive dissonance I was suffering last week // A Bad Heir Day at the Fed - Paul Krugman
A Bad Heir Day at the Fed
No, Kevin Warsh isn’t qualified
paulkrugman.substack.com
February 1, 2026 at 9:21 PM
An interesting resolution to the bout of cognitive dissonance I was suffering last week // A Bad Heir Day at the Fed - Paul Krugman
Artificial intelligence researchers hit by flood of ‘slop’
Artificial intelligence researchers hit by flood of ‘slop’
Conferences restrict use of LLMs after surge of low-quality AI-generated papers and reviews
www.ft.com
February 1, 2026 at 5:56 PM
Artificial intelligence researchers hit by flood of ‘slop’
Prediction markets have a fake news problem
Prediction markets have a fake news problem
Polymarket's social media accounts are pumping out false and misleading claims to millions of people online.
www.axios.com
February 1, 2026 at 3:21 PM
Prediction markets have a fake news problem
International financial anarchy
International financial anarchy
What happens after the Age of the Dollar ends?
www.noahpinion.blog
February 1, 2026 at 1:21 PM
International financial anarchy
Needs investigation, as this is directly contradicting their own statements // Tesla’s Self-Driving Cars Crash Three Times More Often Than Human Drivers, Data Shows
Tesla’s Self-Driving Cars Crash Three Times More Often Than Human Drivers, Data Shows
Tesla‘s ambitious push into the autonomous vehicle market is hitting a significant roadblock. Newly released crash data reveals the company’s self-driving cars are colliding with objects, people, and…
rudevulture.com
January 31, 2026 at 9:21 AM
Needs investigation, as this is directly contradicting their own statements // Tesla’s Self-Driving Cars Crash Three Times More Often Than Human Drivers, Data Shows
Never heard of Kardashev Level I // Direct Current Data Centers
Direct Current Data Centers
Casey Handmer, Matt Weickert This post explains our current views on how humanity will achieve Kardashev Level 1 status by exploiting the full energy resources of an entire planet. More specificall…
terraformindustries.wordpress.com
January 31, 2026 at 7:21 AM
Never heard of Kardashev Level I // Direct Current Data Centers
Money as a coordination device: some historical lessons
Money as a coordination device: some historical lessons
Keynote speech by Mr Hyun Song Shin, Economic Adviser and Head of the Monetary and Economic Department of the BIS, at the 14th ILF Conference on the Future of the Financial Sector, 27 January 2026.
www.bis.org
January 30, 2026 at 5:56 PM
Money as a coordination device: some historical lessons
Fascinating, if somewhat early piece! Or maybe not, given the necessary policy lead times … // As fossil fuel use declines, experts urge planning and coordination to prevent chaotic collapse
As fossil fuel use declines, experts urge planning and coordination to prevent chaotic collapse
With U.S. refineries facing a "cliff" at 65% capacity, Notre Dame experts urge high-resolution planning to avoid a chaotic and costly fossil fuel retire...
keough.nd.edu
January 30, 2026 at 3:21 PM
Fascinating, if somewhat early piece! Or maybe not, given the necessary policy lead times … // As fossil fuel use declines, experts urge planning and coordination to prevent chaotic collapse
How Will Central Clearing Impact the Repo Market?
How Will Central Clearing Impact the Repo Market? | Office of Financial Research
The Treasury central clearing rule will substantively boost the share of centrally cleared repo transactions and may enhance netting efficiencies for dealers.
www.financialresearch.gov
January 30, 2026 at 9:21 AM
How Will Central Clearing Impact the Repo Market?