Chris 🇺🇦
@dreyer.ch
Solution orientated generalist, CFA, growth minded technophile, outgoing recluse, dog person, swimmer, aspiring Stoic; Reskeet ≠ endorsement, Proof of Waste is EOL
Pinned
Chris 🇺🇦
@dreyer.ch
· Apr 23
Riskante Vermögensverwaltung - Hat die Aufsicht versagt im Fall Wendelspiess?
Sie plante ihren Lebensabend – jetzt steht eine 82-jährige Frau vor dem Nichts.
www.srf.ch
Mein jüngster Auftritt live im Studio - die Aufsicht sollte ernsthaft überprüft werden // Riskante Vermögensverwaltung - Hat die Aufsicht versagt im Fall Wendelspiess? - Kassensturz Espresso - SRF
Of course, the #BBC has an institutional bias. It has a bias towards truth & independence, which both happen to be controversial today.
November 24, 2025 at 6:24 AM
Of course, the #BBC has an institutional bias. It has a bias towards truth & independence, which both happen to be controversial today.
Rethinking Growth Investing: Why Traditional Growth Indices Miss the Mark
Rethinking Growth Investing: Why Traditional Growth Indices Miss the Mark
Historically, the finance community (both academics and investment firms) has divided stocks into two categories: cheap and expensive. Initially, the book-to-pr
alphaarchitect.com
November 22, 2025 at 10:11 AM
Rethinking Growth Investing: Why Traditional Growth Indices Miss the Mark
Five questions from an ignorant no-coiner about the crypto crash
Five questions from an ignorant no-coiner about the crypto crash
Do Our Own Research
www.ft.com
November 22, 2025 at 9:21 AM
Five questions from an ignorant no-coiner about the crypto crash
A New Bridge Links the Strange Math of Infinity to Computer Science
A New Bridge Links the Strange Math of Infinity to Computer Science | Quanta Magazine
Descriptive set theorists study the niche mathematics of infinity. Now, they’ve shown that their problems can be rewritten in the concrete language of algorithms.
www.quantamagazine.org
November 22, 2025 at 7:21 AM
A New Bridge Links the Strange Math of Infinity to Computer Science
The trillion-dollar opportunity: The smart economics of the energy transition – United Nations Environment – Finance Initiative
The trillion-dollar opportunity: The smart economics of the energy transition
Read this article written by Eric Usher, Head of UNEP FI, for Eco-Business, on how financial institutions can make the most of the economic growth opportunity of the century....
www.unepfi.org
November 21, 2025 at 9:21 PM
The trillion-dollar opportunity: The smart economics of the energy transition – United Nations Environment – Finance Initiative
Big techs, credit, and digital money
Big techs, credit, and digital money
This paper examines how digital payment ledgers operated by BigTech platforms and central banks can expand uncollateralized credit. However, policymakers face a trilemma-no system can simultaneously…
www.bis.org
November 21, 2025 at 9:21 AM
Big techs, credit, and digital money
Journalism In An Age Of Authoritarianism
Journalism In An Age Of Authoritarianism | NOEMA
The media needs to rethink its role in protecting democracy — rather than just chronicling its demise.
www.noemamag.com
November 19, 2025 at 7:21 AM
Journalism In An Age Of Authoritarianism
The key question for money // Crypto, but government crypto — with Agustín Carsten
Crypto, but government crypto — with Agustín Carstens
A podcast cross-promotion post
www.ft.com
November 18, 2025 at 9:21 PM
The key question for money // Crypto, but government crypto — with Agustín Carsten
FX debt and optimal exchange rate hedging
FX debt and optimal exchange rate hedging
This paper examines optimal foreign currency (FX) hedging by non-financial corporations globally. Using a cross-country, firm-level dataset, we first document key patterns of FX borrowing across…
www.bis.org
November 18, 2025 at 5:56 PM
FX debt and optimal exchange rate hedging
Some weekend reading! // AI in Asset Management: Tools, Applications, & Frontiers - Book
AI in Asset Management: Tools, Applications, and Frontiers — Book
From theory to practice: How AI is transforming portfolio design, risk oversight, and investment decision-making.
rpc.cfainstitute.org
November 18, 2025 at 7:21 AM
Some weekend reading! // AI in Asset Management: Tools, Applications, & Frontiers - Book
How New Laws Reshaped Stock Market Participation
How New Laws Reshaped Stock Market Participation
Over the past two decades, middle-class Americans have quietly changed how they invest. This paper shows that the share of investable wealth held in stocks has risen—and become systematically linked…
alphaarchitect.com
November 17, 2025 at 9:21 PM
How New Laws Reshaped Stock Market Participation
The hot new investment trend is the ‘Total Portfolio Approach’. Does it work?
The hot new investment trend is the ‘Total Portfolio Approach’. Does it work?
Exploring the buzzy but fuzzy new phenomenon in asset allocation
www.ft.com
November 17, 2025 at 3:21 PM
The hot new investment trend is the ‘Total Portfolio Approach’. Does it work?
Project Rio: Fast-paced market monitoring
Project Rio: Fast-paced market monitoring
Project Rio is a real-time market monitoring platform developed by the BIS Innovation Hub in collaboration with central banks to address the challenges of fast-paced electronic markets, particularly…
www.bis.org
November 17, 2025 at 1:21 PM
Project Rio: Fast-paced market monitoring
«Liebling, ich habe die Banken geschrumpft»: Statt mehr als 5 Prozent tragen die Banken plötzlich nur noch 3,7 Prozent zur Wirtschaftsleistung bei
Kleiner als gedacht: Bundesstatistiker lassen die Schweizer Banken schrumpfen
Gemäss der jüngsten Revision der Statistik sind die Banken volkswirtschaftlich weniger wichtig als angenommen. Das sorgt für Nervosität in der Branche. Denn der Niedergang hält schon länger an.
www.nzz.ch
November 17, 2025 at 7:21 AM
«Liebling, ich habe die Banken geschrumpft»: Statt mehr als 5 Prozent tragen die Banken plötzlich nur noch 3,7 Prozent zur Wirtschaftsleistung bei
Good contrarian advice // Private Markets: Why Retail Investors Should Stay Away
Private Markets: Why Retail Investors Should Stay Away - CFA Institute Enterprising Investor
Retail access to private markets is growing, but opacity, illiquidity, and weak governance raise serious concerns for investors.
blogs.cfainstitute.org
November 16, 2025 at 9:21 PM
Good contrarian advice // Private Markets: Why Retail Investors Should Stay Away
Research: Acknowledging Problems Can Strengthen Your Pitch to Investors
Research: Acknowledging Problems Can Strengthen Your Pitch to Investors
Analysis of more than 30,000 entrepreneurial loan requests on a peer-to-peer lending platform shows that borrowers who candidly acknowledged setbacks, debt, or past mistakes secured funding faster,…
hbr.org
November 16, 2025 at 5:56 PM
Research: Acknowledging Problems Can Strengthen Your Pitch to Investors
The road to useful quantum computing applications
The road to useful quantum computing applications
An overview of our new framework to help us navigate the pathways and obstacles on the journey to real world quantum computing applications.
blog.google
November 16, 2025 at 3:21 PM
The road to useful quantum computing applications
“Gold is seen as a pure USA hedge.” // China’s secretive gold purchases help fuel record rally
China’s secretive gold purchases help fuel record rally
Growing amount of unreported transactions presents challenge for bullion market traders
www.ft.com
November 16, 2025 at 1:21 PM
“Gold is seen as a pure USA hedge.” // China’s secretive gold purchases help fuel record rally
ESRS “quick fix” comes into play… probably?
ESRS “quick fix” comes into play… probably? | XBRL
Posted on November 14, 2025 by Editor
www.xbrl.org
November 16, 2025 at 10:11 AM
ESRS “quick fix” comes into play… probably?
EU Omnibus vote materially waters down sustainability rules
EU Omnibus vote materially waters down sustainability rules | XBRL
Posted on November 14, 2025 by Editor
www.xbrl.org
November 16, 2025 at 9:21 AM
EU Omnibus vote materially waters down sustainability rules
Anthropic reports successful cyber espionage run by 80% AI agents
Anthropic reports successful cyber espionage by AI agents
Lots of firsts for Anthropic, none good.
www.thestack.technology
November 16, 2025 at 7:21 AM
Anthropic reports successful cyber espionage run by 80% AI agents
Anthropic reports successful cyber espionage run by 80% AI agents
Anthropic reports successful cyber espionage by AI agents
Lots of firsts for Anthropic, none good.
www.thestack.technology
November 15, 2025 at 9:21 PM
Anthropic reports successful cyber espionage run by 80% AI agents
Unexpected for non-practitioners // The value of trading relationships in FX derivatives: evidence from Credit Suisse's collapse
The value of trading relationships in FX derivatives: evidence from Credit Suisse's collapse
Staff working papers set out research in progress by our staff, with the aim of encouraging comments and debate.
www.bankofengland.co.uk
November 15, 2025 at 5:56 PM
Unexpected for non-practitioners // The value of trading relationships in FX derivatives: evidence from Credit Suisse's collapse
Frontiers of digital finance, part 2: Stablecoins, monetary ‘singleness’, tokenisation, and decentralised finance
Frontiers of digital finance, part 2: Stablecoins, monetary ‘singleness’, tokenisation, and decentralised finance
The digitisation of payment, trading, and settlement systems is reshaping the financial architecture. This column, the second in a two-part series, discusses recent developments in stablecoins,…
cepr.org
November 13, 2025 at 9:21 PM
Frontiers of digital finance, part 2: Stablecoins, monetary ‘singleness’, tokenisation, and decentralised finance
Important basics // From Sharpe to Pedersen: Why Active Management Isn’t Zero-Sum After All
From Sharpe to Pedersen: Why Active Management Isn’t Zero-Sum After All - CFA Institute Enterprising Investor
Sharpe’s arithmetic explained markets at rest. Pedersen’s model shows markets in motion and how active management creates real economic value.
blogs.cfainstitute.org
November 13, 2025 at 5:56 PM
Important basics // From Sharpe to Pedersen: Why Active Management Isn’t Zero-Sum After All