NMN Value analyis
One of Longevity’s Most Interesting Molecules NMN, or nicotinamide mononucleotide, occupies an unusual position in the longevity world because it sits at the intersection of an extremely compelling biological mechanism, a growing collection of human trials, prominent scientists and podcasters who have experimented with it personally, and a regulatory environment that is still trying to…
Resveratrol value analysis
The Longevity Supplement That Started the Modern Debate Resveratrol is in some respects the original modern longevity supplement: a naturally occurring polyphenol found in grapes, berries, peanuts and other plants that moved from laboratory research into newspapers, podcasts, supplement cabinets and eventually large numbers of human clinical trials, largely because early work suggested that it…
European Value alternatives to AG1
AG1 Is Excellent. It Is Also a Luxury Product. There is a useful way to think about AG1 that avoids both extremes of the usual online debate: it is neither a miracle powder nor simply an overpriced collection of vitamins, but rather a carefully designed convenience product that combines a large number of nutritional categories…
China Diversification (2nd quarter 2026)
The central market is whether the world that produced the last forty years of portfolio construction still exists. The answer, increasingly, is: only partially. Modern mercantilism, AI infrastructure, fiscal pressure, war risk, and the re-pricing of national security are becoming market forces in their own right. Bridgewater has described the current moment as two overlapping…
Risk Building in an AI-Driven Economy (1st Quarter 2026)
1. The World in 2026: A New Economic Regime Two powerful forces are reshaping the global economy at the same time. The first is the return of the state as a central economic actor. Governments are increasingly willing to intervene to secure supply chains, protect strategic industries, and strengthen national economic power. The second is…
Valuations and Bubbles (4th quarter 2025)
This year of market buoyancy is making investors uneasy. It isn’t only because prices are rising—it’s because they often rise faster than conviction. When central bankers express discomfort, when seasoned macro thinkers warn of bubble dynamics, and when geopolitics increasingly weaponizes currencies and capital flows, investors feel the irresistible urge to respond. But as Buffett reminds…
Staying Focused in Essential Financial Goals (3rd quarter 2025)
Staying the Course Amidst Noise The financial world is entering yet another phase of turbulence. The headlines of this quarter revolve around three major forces: uncertainty around the US dollar, the escalation of new global conflicts, and the relentless march of artificial intelligence. Each has the potential to unsettle markets, but none should deter investors…
Vanguard Model Portfolio and 2025 Asset Allocation
For Swiss investors, considering the Vanguard model portfolio may be a good starting point to build a solid portfolio. Vanguard Approch on Asset Allocation Given today’s uncertain environment, it is crucial for investors to remain disciplined and avoid panic-driven decisions. Vanguard’s Model Portfolio provides a framework for long-term investment allocation, offering different risk profiles based…
AI and overvaluation risk (1st quarter 2025)
The first quarter of 2025 has been marked by significant geopolitical events and the extraordinary rise of Chinese AI, particularly with the emergence of DeepSeek. This update explores the implications of AI developments on personal asset allocation. DeepSeek Assessment The rapid advancement of AI has led to an increase in speculation and misinformation in the…
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