Investment Office Logo
The Library

The Investment Office system of knowledge organization, by which resources are arranged and ordered systematically, using an experimental, multi-dimensional, approach to the domain.

Investment Office The Library
Beyond Finance Non-Linear Views on Financial Markets and the Economy
Quotes on the fly Quotes and Excerpts on Capital Markets and the Economy
The Coffee Chronicles Quotes from Everywhere and Nowhere, on Contradictions, Existence and Nothingness
The Chart Room As in “a picture is worth a thousand words”, “un bon croquis vaut mieux qu'un long discours”, "百闻不如一见"

“Social Justice”

Charles Gave
Gavekal-IS, Publication Nr 84, Risk Measurement, December 17, 2020

Season's Greetings

Investment Office, December 2020

“Ignorance, there is no authority in the world like it.”

Orson Welles
Orson Welles Talks About Making “Citizen Kane”, The Dick Cavett Show, May 14, 1970
“The nearer an epoch is to us, the less we understand it: our own we understand least of all.”
Joseph A. Schumpeter
History of Economic Analysis, 1954
"In a world with only passive investors, capital would only flow into large companies and not necessarily into good, promising, or efficient companies. Even in a centrally planned economy, capital is likely to be distributed more efficiently.
Professor Dr Bernd Meyer, Chief Investment Strategist & Head of Multi Asset
Berenberg Markets, Focus, 05 May 2021
“Those who would give up essential Liberty, to purchase a little temporary Safety, deserve neither Liberty nor Safety.”
Thomas Jefferson (1706-1790)
"...judging from the private sector balance sheet… 2020 looks more like a boom year than a recession."
Nikolaj Schmidt, Chief International Economist
T. Rowe Price Insights on Macroeconomics, Pleasant Recession, Unpleasant Recovery, March 2021

''It's a machine that encourages hospitality; you want to make way more espressos than you can drink.''

James Hoffmann
Review: The Olympia Cremia, May 12, 2020

“Never let the truth get in the way of a good story.”

Quote often attributed to Samuel Langhorne Clemens (1835 - 1910),
also known as Mark Twain, an American writer, humorist, entrepreneur, publisher, and lecturer

"That’s how I started, I began at the top. And I have been working my way down ever since."

Orson Welles
F for Fake, 1973

The European Guilds: An Economic Analysis

A comprehensive analysis of European craft guilds through eight centuries of economic history

Sheilagh Ogilvie
Princeton University Press, February 12, 2019

''You are engineers of human souls...''

Excerpt

Joseph Vissarionovich Stalin
During his meeting with writers in preparation for the first Congress of the Union of Soviet Writers, October 1932

Average Company Lifespan on S&P 500 Index

S&P 500 lifespans continue to shrink

Scott D. Anthony, S. Patrick Viguerie, Evan I. Schwartz, and John Van Landeghem
Innosight, 2018 Corporate Longevity Forecast: Creative Destruction is Accelerating, February 2018

The European Guilds: An Economic Analysis

A comprehensive analysis of European craft guilds through eight centuries of economic history

Sheilagh Ogilvie
Princeton University Press, February 12, 2019

Price of a single ticket to Disney World

Actual ticket price vs. 1971 ticket price adjusted for inflation

Giles Parkinson, Portfolio Manager
Aviva Investors, Pricing power is the magic ingredient for equity investors, 27 November 2020

“Ignorance, there is no authority in the world like it.”

Excerpt

Orson Welles
Orson Welles Talks About Making “Citizen Kane”, The Dick Cavett Show, May 14, 1970