27 Jul 2023
Watches trading at Premium above retail
While luxury watches secondary market prices are declining, most Rolex, Patek, and AP trade above retail prices. Source: Bloomberg
25 Jul 2023
Pricing Power
Source: Brian Feroldi
24 Jul 2023
Food for thought
Source: Michel A.Arouet
24 Jul 2023
J.P. Morgan Kolanovic & Dubravko -> The recent rise in market cap concentration has been the steepest on record based on >60 years of history
Even narrower leadership than seen during the TMT Bubble. Source: Seth Golden
24 Jul 2023
Key reasons people miss buying great winning stocks
Source: Compounding Quality
24 Jul 2023
It's been said that the best investments are the ones where you want to throw up after you make them
Source: Brian Feroldi
24 Jul 2023
Very often, the market does not behave in the way geopolitical, macro or monetary developments would imply it would.
Financial markets fool the vast majority of investors and remain one of the best humbling lesson you can find. Source: Elizabeth Oliveira Fonseca
24 Jul 2023
Food for thought
Source: European leadership
