Capital Allocation

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

5th October 2020 Going Postal 0

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…]

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

28th September 2020 Going Postal 0

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…]

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

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

The Right Way To Put Out A Fire (Finally)

Of war and war’s alarms

The Unseen Path – Part Nine

Why Germany? Part 2

Down on the Farm. 1977-1982 – Sheep, Crops and the Dam