Categories
English Markets

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 […]

Categories
English Markets

Contrarian investing in April (2nd quarter 2025)

Contrarian investing, valuation