False Puritanism in American Media and Tech's Turbocharching of Media's Weaknesses

Trump Not Likely to Halt Decline of US. But Ray Dalio Makes Good Case in Bringing Back Ayn Rand

Transport Sector, China and Asia-focused Research

Charles De Trenck

Thematic (Sector/Industry)

Switzerland It / Thematic (Sector/Industry)

At some point centuries from now, we will not have money, salaries or single sovereign governments. We will have a variant of a Gattaca Society.  Short term, given that we have had no wars combined with ultra-lax money, the economic landscape has disfigured equity and bond valuations to the point where the pendulum has thoroughly swung to momentum over valuation. At same time many have been held hostage (or it’s been voluntary) and had to stay in markets.--&gt; Excellent recap slide presentation…

At some point centuries from now, we will not have money, salaries or single sovereign governments. We will have a variant of a Gattaca Society.  Short term, given that we have had no wars combined with ultra-lax money, the economic landscape has disfigured equity and bond valuations to the point where the pendulum has thoroughly swung to momentum over valuation. At same time many have been held hostage (or it’s been voluntary) and had to stay in markets.--&gt; Excellent recap slide presentation…

Mark Zuckerberg and the Gattaca Society