James Montier – the World’s Dumbest Idea
By Rolf on 11 December 2014
I am a fan of James Montier. I find his insights into behavioural finance very interesting and mostly rather entertaining. Some of his essays, such as the one on Abu Ghraib and the Milgram experiment, are memorable if depressing. He has his obvious prejudices and his bêtes noires (Milton Friedman, the CAPM, efficient markets – […]
Posted in Comments/ramblings | Tagged Asset pricing, Beliefs
Why another weblog on investment?
By Rolf on 21 January 2012
Instead of a mission statement Let us get the obvious observation out of the way: of course, any weblog is an indulgence and a bit of an ego trip. Many of them are no more than that. But a weblog also has the potential of being something more. It may provide stimulating food for thought […]
Posted in Uncategorized | Tagged Beliefs, Philosophy
Inequities in equities?
By Rolf on 12 February 2015
I have written about certain idiosyncrasies of Swiss capital market regulations before. Most Swiss corporations started as family firms and, for a long time, outside shareholders were considered a mere nuisance and treated accordingly. Some remnants of that attitude remain. While there is now a reasonably modern set of rules governing listed firms, there are […]
Posted in Comments/ramblings | Tagged Beliefs, Switzerland