China

12 06, 2025

Regarding… Vol 3 no 20 – The Fiscal Steam Train

wpadminbyPS2025-06-17T08:35:35+02:00

Dear Fellow Investors and Friends, Welcome to another edition of my newsletter, where I share my efforts to understand markets and the world [...]

Regarding… Vol 3 no 20 – The Fiscal Steam TrainwpadminbyPS2025-06-17T08:35:35+02:00

17 04, 2025

Regarding… Vol 3 no 14 – Turning Point

wpadminbyPS2025-04-22T12:54:23+02:00

Dear Fellow Investors and Friends, Welcome to this edition of my newsletter, where I share my efforts to understand markets and the world [...]

Regarding… Vol 3 no 14 – Turning PointwpadminbyPS2025-04-22T12:54:23+02:00

27 02, 2025

Regarding… Vol 3 no 7 – Mr Market knows

wpadminbyPS2025-04-22T12:37:45+02:00

Dear Fellow Investors and Friends, Welcome to this edition of my newsletter, where I share my efforts to understand markets and the world [...]

Regarding… Vol 3 no 7 – Mr Market knowswpadminbyPS2025-04-22T12:37:45+02:00

6 02, 2025

Regarding… Vol 3 no 4 – Golden

wpadminbyPS2025-04-22T12:38:15+02:00

Dear Fellow Investors and Friends, Welcome to this edition of my newsletter, where I share my efforts to understand markets and the world [...]

Regarding… Vol 3 no 4 – GoldenwpadminbyPS2025-04-22T12:38:15+02:00

16 01, 2025

Regarding… Vol 3 no 1 – Review of 2024

wpadminbyPS2025-04-22T12:39:04+02:00

Dear Fellow Investors and Friends, Welcome to the first edition of my investment (and other) musings for 2025. For those of you who [...]

Regarding… Vol 3 no 1 – Review of 2024wpadminbyPS2025-04-22T12:39:04+02:00

4 10, 2024

Regarding… Vol 2 no 36 – Schrodinger’s China

wpadminbyPS2024-10-04T10:34:06+02:00

Dear Fellow Investors and Friends, Welcome to this week’s edition of my investment musings, where I try to make sense of the world [...]

Regarding… Vol 2 no 36 – Schrodinger’s ChinawpadminbyPS2024-10-04T10:34:06+02:00

1 08, 2024

Regarding… Vol 2 no 29 – Crypto is a scam

wpadminbyPS2024-08-12T15:50:13+02:00

Dear Fellow Investors and Friends, Welcome to this week’s edition of my investment letter, where I try to make sense of the world [...]

Regarding… Vol 2 no 29 – Crypto is a scamwpadminbyPS2024-08-12T15:50:13+02:00

17 05, 2024

Regarding… Vol 2 no 18 – Rock Star Fund Managers

wpadminbyPS2024-05-17T10:43:16+02:00

Dear Fellow Investors and Friends Welcome! I do appreciate you taking the time to read this. I'm Piet Viljoen, and today is Thursday, [...]

Regarding… Vol 2 no 18 – Rock Star Fund ManagerswpadminbyPS2024-05-17T10:43:16+02:00

10 05, 2024

Regarding… Vol 2 no 17 – Common Ground

wpadminbyPS2024-05-10T09:39:33+02:00

Dear Fellow Investors and Friends Welcome! I'm Piet Viljoen, and today is Thursday, the 9th of May, the 130th day of the year. [...]

Regarding… Vol 2 no 17 – Common GroundwpadminbyPS2024-05-10T09:39:33+02:00

2 05, 2024

Regarding… Vol 2 no 16 – Sanctions Don’t Work

wpadminbyPS2024-05-02T15:34:29+02:00

Dear Fellow Investors and Friends Welcome! I do appreciate you taking the time to read this. I'm Piet Viljoen, and today is Thursday, [...]

Regarding… Vol 2 no 16 – Sanctions Don’t WorkwpadminbyPS2024-05-02T15:34:29+02:00