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dreyer.ch
Solution orientated generalist, CFA, growth minded technophile, outgoing recluse, dog person, swimmer, aspiring Stoic; Reskeet ≠ endorsement, Proof of Waste is EOL
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What about the actual content, one wonders? // UBS deploys AI analyst clones as clients opt for research in video form

submitted 8 minutes ago • 0 comments

In the “open source world” // What we in the open world are messing up in trying to compete with big tech - Bert Hubert's writings

submitted 10 hours ago • 0 comments

Investors as a liquidity backstop in corporate bond markets

submitted 13 hours ago • 0 comments

For everyone who still believes Russia is not Europe’s enemy // ‘We’re prepared to fight forever. How about you?’. Moscow opens first direct talks with Ukraine in three years by threatening endless war and new land grabs

submitted 16 hours ago • 0 comments

Good compilation // Crypto Regulation Accelerates Worldwide, with Europe at the Forefront

submitted 18 hours ago • 0 comments

“Non-alignment is becoming untenable.” That’s a political statement, not a factual argument. // The China-US AI Race Enters a New (and More Dangerous) Phase – The Diplomat

submitted 21 hours ago • 0 comments

Aramco is like the SNB’s SWF … // Saudi Aramco Slashes Dividend

submitted 22 hours ago • 0 comments

The CS CFO agrees // Cash flow statements for banks, insurers and investment funds

submitted 1 day ago • 0 comments

Insightful! // European Green Bonds – Initial Pricing Insights

submitted 1 day ago • 0 comments

💯 // Interview with market strategist Paul Jackson«Market reactions to Trump’s statements will diminish»

submitted 1 day ago • 0 comments

Of two minds on this. Current real vc usage is quite limited in Switzerland at least // How AI will change the VC job | Sifted

submitted 1 day ago • 0 comments

No CSD - interesting! // BX DLT System Launches with Sygnum, Incore and «Hypi»

submitted 1 day ago • 0 comments

Gute Hintergrund-Geschichte // Das Crypto Valley floriert - oder doch nicht?

submitted 1 day ago • 0 comments

A “stochastic mindset” (embracing the probabilistic nature of AI systems rather than expecting deterministic certainty) seems close to madness in common parlance // Anatomy of the Agent Economy & More from AI Ascent

submitted 2 days ago • 0 comments

Kapitulation oder Vernichtung ist kein Verhandlungsangebot. Eine bedingungslose Waffenruhe hat keine Vorbedingungen. Es gibt keine „Ukraine-Krise“, keinen „Ukraine-Konflikt“ – sondern einen russischen Angriffskrieg. Sprache ist Macht und Lügen Teil von Russlands Kriegsführung.

submitted 2 days ago • 29 comments

Uncomfortable reality: convenience wins // The Always-On Economy: AI and the Next 5-7 Years | Sequoia Capital

submitted 2 days ago • 0 comments

Interesting dynamics! // The State of Banks' Unrealized Securities Losses | Office of Financial Research

submitted 2 days ago • 0 comments

Worth the attention of all GPs out there // Latent Factor Cash Flow Model for Alternative Investment Funds

submitted 2 days ago • 0 comments

Good collation// Industry outlook 2025How the Swiss industry is dealing with US tariffs

submitted 2 days ago • 0 comments

Great lessons! // Outliers: Andy Grove—Only the Paranoid Survive [The Knowledge Project Ep. #229]

submitted 2 days ago • 0 comments

And storage! // AI Needs More Abundant Power Supplies to Keep Driving Economic Growth

submitted 2 days ago • 0 comments

Absurde Erdbebenversicherung: Kein Geld für hohe Schäden www.infosperber.ch/wirtschaft/a...

submitted 3 days ago • 0 comments

Q-Day approaching … ready BTC? // Chinese firm launches ‘unhackable’ quantum cryptography system

submitted 3 days ago • 0 comments

Der grosse Panzerverband sei ein militärisches Auslaufmodell, gerade für die Schweiz mit ihrer Topografie, sagt der Strategieexperte Mauro Mantovani

submitted 3 days ago • 0 comments

Yes, and … // Assurance gains ground in global sustainability reporting

submitted 3 days ago • 0 comments

Commission signals ‘quick fix’ relief for wave 1 ESRS reporters

submitted 3 days ago • 0 comments

Higher output legitimacy plus an eroding soft power differential // By eroding US soft power, Trump is ceding the contest to China

submitted 3 days ago • 0 comments

Does Moody’s US downgrade matter?

submitted 3 days ago • 0 comments

Useful! // The investors backing DACH & CEE’s fastest-growing startups | Sifted

submitted 4 days ago • 0 comments

Ah, practical history! // Explaining British Naval Dominance During the Age of Sail

submitted 4 days ago • 0 comments

💯 // Why the Future of the Crypto Industry Depends on Smart Regulation

submitted 4 days ago • 0 comments

So much for De in DeFi // Towards verifiability of total value locked (TVL) in decentralized finance

submitted 4 days ago • 0 comments

Massive if it happens // UK Pension Funds Agree to Invest 5% in Domestic Private Assets

submitted 4 days ago • 0 comments

The usual Musk pattern of over promising turns sour in government matters // What has Elon Musk’s Doge actually achieved?

submitted 4 days ago • 0 comments

An unconventional use of the term tariff // The profitability of Vehicle-to-Grid (V2G) and how this affects our use of renewable electricity

submitted 4 days ago • 0 comments

What the financial sector needs to know about climate-related risks in the next five years: Navigating the new NGFS short-term scenarios for Europe

submitted 5 days ago • 0 comments

Need to look at the paper // How flows change factor performance

submitted 5 days ago • 0 comments

Ready for the Grand Finale, yet?

submitted 5 days ago • 0 comments

The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the second quarter of 2025 is 2.4 percent on May 16, down from 2.5 percent on May 15.

submitted 5 days ago • 0 comments

Magnets are everywhere // US-China deal no relief for firms as rare earth curbs keep supply chain severed

submitted 5 days ago • 0 comments

It’s a matter of how to work with uncertainty // Why VC and software have PE envy

submitted 5 days ago • 0 comments

Excellent point // The perils of Russian stability under Putin

submitted 5 days ago • 0 comments

My hypothesis: the US is flipping from disagreed to agreed // Agreed and disagreed uncertainty: Rethinking the macroeconomic impact of uncertainty | CEPR

submitted 6 days ago • 0 comments

Wow, fascinating! // The long shadow of the Weimar hyperinflation

submitted 6 days ago • 0 comments

Good analysis // Is Revolut really worth $45bn?

submitted 6 days ago • 0 comments

Basic developments // Collateralized lending in private credit

submitted 6 days ago • 0 comments

On May 15, the GDPNow model estimate for real GDP growth in the second quarter of 2025 is 2.5 percent, up from 2.3 percent on May 8.

submitted 6 days ago • 0 comments

In UK werden diese Daten jeweils im Januar veröffentlicht // OAK-Bericht 2024 zur finanziellen Lage der VE

submitted 6 days ago • 0 comments

EU steps up enforcement of sustainability disclosures

submitted 6 days ago • 0 comments

The domain of government is antithetical to the domain of business // Blitzscaling for tyrants

submitted 7 days ago • 0 comments