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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 power of masks

Sophie Campbell, guest author
LGT, August 3, 2020
“Nobody has any intention of building a wall!”
GDR head of State, Walter Ulbricht
June 15, 1961
''Adam Smith’s invisible hand has disappeared.''
Michael Walsh
T. Rowe Price Insights, Investment Ideas for the Next 12 Months, December 2020
''But still the “totalitarian temptation”, as Jean-François Revel called it, is there''
Roger Scruton
How to Be a Conservative, Blooomsbury, 2014
''In sum, we have found surprisingly little evidence to support the classical view that rising debt levels systematically drive higher inflation.''
Nathan Sheets, PhD, Chief Economist, Head of Global Macroeconomic Research; George Jiranek, Associate, Global Macroeconomic Research
PGIM Fixed Income, Perspectives, Is Higher Global Inflation Around the Corner? September 2020

"Why the heck did history decide to stop repeating just when I needed it???"

Scott Adams
Loserthink: How Untrained Brains Are Ruining America, November 2019

“Nothing is so permanent as a temporary government program.”

Milton Friedman
Tyranny of the Status Quo, San Diego, CA: Harcourt Brace Jovanovich (1980) p. 115

Hammond: "There is still so much of the world we haven’t been to."

Clarkson: "So many people I haven’t insulted!"

Richard Hammond, Jeremy Clarkson
Jeremy Clarkson's emotional goodbye - Last Episode of The Grand Tour 2019

“Nobody has any intention of building a wall!”

"Niemand hat die Absicht, eine Mauer zu errichten!"

GDR head of State, Walter Ulbricht
June 15, 1961

''But still the “totalitarian temptation”, as Jean-François Revel called it, is there''

Quote

Roger Scruton
How to Be a Conservative, Blooomsbury, 2014

“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

Financial Immortality

Around the turn of the 5th century, St Augustine of Hippo, a Christian theologian and philosopher, wrote in his ‘Confessions’ a whole section (Book XI) devoted to the nature of time. He sought to illustrate how difficult it is to define time and presented it as an enigma.

The Unchained Banker, September 13 2020

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

Goodbye to a Legacy: Exxon Mobil

ExxonMobil, formerly Standard Oil of New Jersey, was removed from the DJIA, but Chevron, formerly Standard Oil of California, will remain.

Dr. Brian Taylor, Chief Economist
Global Financial Data, August 24, 2020

“Stop saying the market makes no sense!”

Quote

Jim Cramer
CNBC, Mad Money, August 3 2020