23,000 jobs gone. Stocks hit a record
Why a shrinking job market and a record-high stock market are the same story - plus the EUR 100 trick that beats every hot tip.
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Ten stocks, 37% of your index
Europe just built a single price feed for your ETFs, Mexico quietly out-exported its own car industry, and a head-start calculation worth EUR 421,000. This week's letter.
A diamond is forever. De Beers wasn't
De Beers spent 130 years convincing the world a diamond never loses its value. In July 2026, the company itself sold for less than the price of a new mine shaft.
The 0.05% that pays you EUR 8,130
A fee cut you did nothing to earn, a record quarter that burned through a billion, and a chart that makes the phrase \"euro-area debt\" fall apart.
Netflix grew 13%. Viewing grew 2%
The gap between those two numbers is the entire business model. Plus: what 3.5% inflation quietly charges a $10,000 balance, and why "the European housing market" describes almost nobody.