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Capital Allocation

America

“The U.S. economy felt like a balloon in search of a needle” – Part II

5th October 2020 Going Postal 3698 Comments

Interview with Robert Mark Claudio Grass (CG): In this surreal policy environment, how has the role and the investment process of the value investor evolved, especially over the last decade?  How can one still identify value [more…]

America

“The U.S. economy felt like a balloon in search of a needle” – Part I

28th September 2020 Going Postal 2259 Comments

Interview with Robert Mark As we move deeper and deeper into this covid crisis, more and more people understand that there’s a lot more to fear besides the disease itself. As the economic impact and [more…]

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    I would like to extend my thanks to Patrick Barron and DJM of this Parish for their insights into the financial world of today. My A Level in Economics and Public Affairs did not prepare [more...]
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    Claudio Grass (CG): During the first wave of lockdowns and travel bans we saw a lot of disruptions in the physical precious metal market. With delivery delays and logistics problems, has the situation fully normalized [more...]
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