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Berchtold, The Reluctant Investor / La Finanza In Cucina

...geopolitics, investing and systemic expressions. How we got here, where we are and what to do now. And stuff like pizza.

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Are we moving into meta-crises? David Hay, Co-CIO of Evergreeen Gavekal and stealth civi war...

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Where we are: Recent Sawmill Closures Foreshadow a Larger Problem

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December 16, 2024

introduction, looking back at the year, glancing at the year to come

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March Investment Update - 1

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December 29, 2025

Market Review, 2025: Year of Dada Nightmares

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March Update - 2: Monday.... Markets? (yuck. ) Money? (geeze.) Mulah? (bluurgh.)

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Waiting For The Gog. Portfolio update, June II

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Monday Money

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