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
Fascinating! // Do persuasive personalities deliver subpar performance?
Do persuasive personalities deliver subpar performance?
Using thousands of real pitch recordings, the authors find that presentation style drives funding success even when fundamentals are identical. The catch: the most persuasive founders don’t always…
alphaarchitect.com
November 11, 2025 at 9:21 AM
Fascinating! // Do persuasive personalities deliver subpar performance?
Interesting! // Has China become the new risk-free rate?
Has China become the new risk-free rate?
On 5th November China issued $4 billion worth of US dollar (USD)-denominated bonds split across two equal tranches. The orderbook was $161 billion at one point, but ended near $118 billion when final…
bondvigilantes.com
November 11, 2025 at 7:21 AM
Interesting! // Has China become the new risk-free rate?
Spannende Analyse! // Xi Jinpings Militärreform 2.0
Xi Jinpings Militärreform 2.0
Aktuell rumort es in der Volksbefreiungsarmee Chinas (PLA). Das Militär wird durch die Entlassung und Verhaftung von hochrangigen Generälen/Admirälen durchgeschüttelt. Diese personellen Veränderungen…
www.globalaffairs.ch
November 10, 2025 at 9:21 AM
Spannende Analyse! // Xi Jinpings Militärreform 2.0
Goal achieved if this makes you read the book! // Strategy Book Breakdown: Choudary’s Reshuffle and the Strategy Method whitneyzim.medium.com/strategy-boo...
Strategy Book Breakdown: Choudary’s Reshuffle and the Strategy Method
In this post, I’d like to share reflections on Sangeet Paul Choudary’s new book, Reshuffle, which introduces frameworks for thinking about…
whitneyzim.medium.com
November 10, 2025 at 7:21 AM
Goal achieved if this makes you read the book! // Strategy Book Breakdown: Choudary’s Reshuffle and the Strategy Method whitneyzim.medium.com/strategy-boo...
Coherent language is always preferable to fluff // Design Beats Luck: How AI Taxonomy Can Help Investment Firms Evolve
Design Beats Luck: How AI Taxonomy Can Help Investment Firms Evolve - CFA Institute Enterprising Investor
Without an AI taxonomy, investment firms risk overrelying on agentic AI and underutilizing it for optimal capital allocation.
blogs.cfainstitute.org
November 8, 2025 at 5:56 PM
Coherent language is always preferable to fluff // Design Beats Luck: How AI Taxonomy Can Help Investment Firms Evolve
Start small, with concentrated use cases, and build / learn from there // AI’s awfully exciting until companies want to use it: Rightmove edition
AI’s awfully exciting until companies want to use it: Rightmove edition
‘Hello, I need the biggest business transformation project you have. No, that’s too big . . .’
www.ft.com
November 8, 2025 at 3:21 PM
Start small, with concentrated use cases, and build / learn from there // AI’s awfully exciting until companies want to use it: Rightmove edition
When AI meets XBRL, sustainability gets smarter
When AI meets XBRL, sustainability gets smarter | XBRL
Posted on November 7, 2025 by Editor
www.xbrl.org
November 8, 2025 at 1:21 PM
When AI meets XBRL, sustainability gets smarter
But the recommendation does not define „machine readability“! // IOSCO champions machine-readable disclosure for listed companies
IOSCO champions machine-readable disclosure for listed companies | XBRL
Posted on November 7, 2025 by Editor
www.xbrl.org
November 8, 2025 at 10:11 AM
But the recommendation does not define „machine readability“! // IOSCO champions machine-readable disclosure for listed companies
Making data AI-ready with XBRL
Making data AI-ready with XBRL | XBRL
Posted on November 7, 2025 by Editor
www.xbrl.org
November 8, 2025 at 9:21 AM
Making data AI-ready with XBRL
Quantum computing jolted by DARPA decision on most viable companies
www.fastcompany.com
November 8, 2025 at 7:21 AM
Quantum computing jolted by DARPA decision on most viable companies
Federal Revenue when AI Replaces Labor
www.rand.org
November 7, 2025 at 9:21 PM
Federal Revenue when AI Replaces Labor
Over 75% approval? Will be interesting to see the participation rate. But this means that the current TSLA shareholder community is now largely a cult following - which has implications for price dynamics // Tesla (TSLA) shareholders officially approve Elon Musk’s 2025 performance award
Tesla (TSLA) shareholders officially approve Elon Musk's 2025 performance award
Elon Musk has officially secured his 2025 CEO Performance Award, a landmark pay package that could make him the world’s first trillionaire.
www.teslarati.com
November 7, 2025 at 10:11 AM
Over 75% approval? Will be interesting to see the participation rate. But this means that the current TSLA shareholder community is now largely a cult following - which has implications for price dynamics // Tesla (TSLA) shareholders officially approve Elon Musk’s 2025 performance award
The $ fell because there was more selling than expected - wow // Tariffs, global imbalances, and the dollar
Tariffs, global imbalances, and the dollar
While the Trump administration has offered multiple justifications for imposing tariffs, none has been as prominently cited as the goal of reducing trade deficits. This column contributes to the…
cepr.org
November 7, 2025 at 9:21 AM
The $ fell because there was more selling than expected - wow // Tariffs, global imbalances, and the dollar
Humanity’s Endgame
Humanity’s Endgame | NOEMA
A new history of societal collapse by an expert in existential risk argues that our globalized society is edging toward the precipice.
www.noemamag.com
November 7, 2025 at 7:21 AM
Humanity’s Endgame
Economic Capital: A Better Measure of Bank Failure?
Economic Capital: A Better Measure of Bank Failure? - Liberty Street Economics
A look at how Economic Capital, the authors’ new solvency metric, identifies failing backs earlier and more accurately than more conventional measures.
libertystreeteconomics.newyorkfed.org
November 6, 2025 at 9:21 PM
Economic Capital: A Better Measure of Bank Failure?
H1 2025: AI and defence take centre stage in European private equity and venture capital amid trade tensions
www.investeurope.eu
November 6, 2025 at 5:56 PM
H1 2025: AI and defence take centre stage in European private equity and venture capital amid trade tensions
European deindustrialisation and jobs
European deindustrialisation and jobs
Yesterday, I wrote about how China’s ascent as a global high-tech manufacturer mostly came at the expense of the major European high-tech manufacturers.
klementoninvesting.substack.com
November 6, 2025 at 3:21 PM
European deindustrialisation and jobs
Protecting the utility ecosystem: A foundation for national security
Protecting the utility ecosystem: A foundation for national security
Due to increasing cyberthreats, the cybersecurity of critical infrastructure is becoming a matter of national security. The Secure Swiss Utility Network (SSUN) was developed based on SCION technology…
www.anapaya.net
November 6, 2025 at 1:21 PM
Protecting the utility ecosystem: A foundation for national security
How AI can help detect warning signs of financial market stress
How AI can help detect warning signs of financial market stress
Predicting financial market stress is a significant challenge, as traditional models often fail to capture complex and nonlinear dynamics. This column highlights two recent advances in the use of AI…
cepr.org
November 5, 2025 at 10:11 AM
How AI can help detect warning signs of financial market stress
Central bank gold statistics: September 2025 | Post by Marissa Salim | Gold Focus blog | World Gold Council
Central bank gold statistics: September 2025
Central banks reported 39t of net purchases in September via the IMF and other public data sources. This buying was up 78% m/m and is the highest month of reported net buying in 2025 so far. Y-t-d,…
www.gold.org
November 5, 2025 at 9:21 AM
Central bank gold statistics: September 2025 | Post by Marissa Salim | Gold Focus blog | World Gold Council
Take a gander // Financial Analysts Journal, Fourth Quarter 2025, Vol. 81 No. 4
Financial Analysts Journal, Fourth Quarter 2025, Vol. 81 No. 4
This PDF contains the complete Fourth Quarter 2025 issue of the Financial Analysts Journal.
rpc.cfainstitute.org
November 5, 2025 at 7:21 AM
Take a gander // Financial Analysts Journal, Fourth Quarter 2025, Vol. 81 No. 4
💯 // Why Readiness 2030 could be a boon for Europe
Why Readiness 2030 could be a boon for Europe
Europe is trying to shake off its learned helplessness and re-arm.
klementoninvesting.substack.com
November 4, 2025 at 1:21 PM
💯 // Why Readiness 2030 could be a boon for Europe
Cool! // China’s shrinking oil footprint: How electric vehicle adoption is shaping China’s oil consumption
China’s shrinking oil footprint: How electric vehicle adoption is shaping China’s oil consumption
Between 2005 and 2024, China more than doubled its oil consumption, accounting for over half of the global increase in oil demand during that period. But in 2024 Chinese annual oil demand declined…
cepr.org
November 4, 2025 at 9:21 AM
Cool! // China’s shrinking oil footprint: How electric vehicle adoption is shaping China’s oil consumption
Do Mutual Fund Flows Really Say What We Think They Say?
Do Mutual Fund Flows Really Say What We Think They Say?
For decades, mutual fund flows have been a workhorse variable for understanding investor behavior, market sentiment, and price impact. But what if the way we measure them distorts the story?
alphaarchitect.com
November 4, 2025 at 7:21 AM
Do Mutual Fund Flows Really Say What We Think They Say?
Expert Comment: Is the dollar’s dominance crumbling?
Expert Comment: Is the dollar’s dominance crumbling? | University of
Dennis Snower, International Research fellow at the University of Oxford's Saïd Business School and Professorial Research Fellow at The Institute for New Economic Thinking at the Oxford Martin
www.ox.ac.uk
November 3, 2025 at 9:21 PM
Expert Comment: Is the dollar’s dominance crumbling?