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dreyer.ch
Chris 🇺🇦
@dreyer.ch
490 followers 2K following 3.4K posts
Solution orientated generalist, CFA, growth minded technophile, outgoing recluse, dog person, swimmer, aspiring Stoic; Reskeet ≠ endorsement, Proof of Waste is EOL
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dreyer.ch
Chris 🇺🇦 @dreyer.ch · Apr 23
Mein jüngster Auftritt live im Studio - die Aufsicht sollte ernsthaft überprüft werden // Riskante Vermögensverwaltung - Hat die Aufsicht versagt im Fall Wendelspiess? - Kassensturz Espresso - SRF
Riskante Vermögensverwaltung - Hat die Aufsicht versagt im Fall Wendelspiess?
Sie plante ihren Lebensabend – jetzt steht eine 82-jährige Frau vor dem Nichts.
www.srf.ch
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dreyer.ch
Chris 🇺🇦 @dreyer.ch · 6h
The ECB Survey of Professional Forecasters - Fourth quarter of 2025
The ECB Survey of Professional Forecasters - Fourth quarter of 2025
The European Central Bank (ECB) is the central bank of the European Union countries which have adopted the euro. Our main task is to maintain price stability in the euro area and so preserve the…
www.ecb.europa.eu
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 9h
But does it raise the issue of judicial overreach? // Human rights, the climate emergency, and the financial system
https://www.ecb.europa.eu//pub/pdf/scplps/ecb.lwp23.en.pdf
www.ecb.europa.eu
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 10h
In a First, AI Models Analyze Language As Well As a Human Expert
In a First, AI Models Analyze Language As Well As a Human Expert | Quanta Magazine
If language is what makes us human, what does it mean now that large language models have gained “metalinguistic” abilities?
www.quantamagazine.org
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 12h
Too risky, too expensive, too slow: Five myths about European deeptech debunked
Too risky, too expensive, too slow: Five myths about European deeptech debunked
In 2024, venture investment in European deeptech startups reached around €15bn, the highest on record. Will things change?
sifted.eu
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 19h
Mr Trump could end the shutdown just as easily as Mr Putin could end the war with Ukraine. Stop!
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 22h
‘Rely on America at your peril’: the vagaries of Trump’s foreign policy
‘Rely on America at your peril’: the vagaries of Trump’s foreign policy
A year on from his re-election, diplomacy is being driven by the personal whims of the president to an extent that is unprecedented in the modern era
www.ft.com
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 1d
How about redirecting the power used in proof of waste blockchains? // Data, power and emissions: How AI’s growth may slow down the green transition
Data, power and emissions: How AI’s growth may slow down the green transition
AI and other data-intensive technologies may help optimise energy use, but the technologies themselves are power hungry. This column explores how the diffusion of AI affected emissions in the US…
cepr.org
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 1d
Gold Market Commentary: Stick, twist or double down?
Gold Demand Trends: Q3 2025
www.gold.org
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 1d
It’s never been easier to be a conspiracy theorist
It’s never been easier to be a conspiracy theorist
A mix of technology and politics has given an unprecedented boost to once-fringe ideas—but they are pretty much the same fantasies that have been spreading for hundreds of years.
www.technologyreview.com
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 1d
Some say it will always be five years coming // Quantum technology is coming to the real world
Quantum technology is coming to the real world
If we want to capitalise on applications in the next five years, we need to lay the groundwork now
www.ft.com
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 1d
CBDC vs stablecoin? // Exploring the concept of uniformity of money
Exploring the concept of uniformity of money
Exploring the concept of uniformity of money
www.snb.ch
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 1d
The messenger matters
The messenger matters
Normally, I don’t write about the ECB on ECB decision day like I do with the Fed, but Alena Wabitsch from Oxford University has done an elegant study on the impact of the communication by the ECB on…
klementoninvesting.substack.com
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 1d
Short-term understandable, long-term liability // A quarter of Europe’s most promising AI startups could move to the US, survey shows
A quarter of Europe’s most promising AI startups could move to the US, survey shows
A new Sifted survey shows startup leaders fear competition for talent will threaten their long-term growth.
sifted.eu
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 2d
JPY credit stagnated - carry trade is done // Statistical release: BIS international banking statistics and global liquidity indicators at end-June 2025
Statistical release: BIS international banking statistics and global liquidity indicators at end-June 2025
www.bis.org
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 2d
Synthesis // Cancer has a surprising amount of detail
Cancer has a surprising amount of detail — LessWrong
There is a very famous essay titled ‘Reality has a surprising amount of detail’. The thesis of the article is that reality is filled, just filled, wi…
www.lesswrong.com
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 2d
In-depth look into a fashionable label // Europe’s deep-tech engine could spur $1 trillion in economic growth
https://www.mckinsey.com/capabilities/business-building/our-insights/europes-deep-tech-engine-could-spur-1-trillion-in-economic-growth
www.mckinsey.com
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 2d
Whoa, surprising! ASML at risk, and specifically? // How to Kill 2 Monopolies with 1 Tool
How to Kill 2 Monopolies with 1 Tool
Substrate X-Ray Lithography, a New American Foundry, $10k Logic Wafers
newsletter.semianalysis.com
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 2d
A crash is coming
A crash is coming
Economic bubbles abound, generated by a fatal combination of AI exuberance, reckless private credit and skyrocketing levels of sovereign debt. When they burst, a global crisis could transform the…
engelsbergideas.com
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 2d
Private Equity’s New Exit Playbook
Private Equity's New Exit Playbook - CFA Institute Enterprising Investor
The rise of continuation funds reflects private equity's longer hold periods for assets amid higher rates and narrowing exit strategies.
blogs.cfainstitute.org
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 2d
Exclusive eBook: We did the math on AI’s energy footprint.
Exclusive eBook: The Math on AI’s Energy Footprint
Access a subscriber-only ebook revealing how much energy AI really uses—and what it means for the planet.
www.technologyreview.com
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 3d
“CBDC and Monetary Architecture,” UniBe DP, 2025
“CBDC and Monetary Architecture,” UniBe DP, 2025 | Dirk Niepelt
UniBe VWI Discussion Paper 25-09, October 2025. PDF.
www.niepelt.ch
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 3d
Neues Rating: In diesen Ländern sollten Sie leben, wenn Chaos auf der Welt ausbricht – die USA gehören nicht dazu
Risikorangliste: In welchen Ländern Sie Krisen am besten überstehen
Welche Staaten überstehen eine globale Krise am besten? Antworten auf diese Frage gibt eine erstmals publizierte Rangliste.
www.nzz.ch
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 3d
Why do people assume all models are forecasts?
Why do people assume all models are forecasts?
Analysis informing a decision shouldn’t try and predict the decision it’s informing
kucharski.substack.com
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 3d
Interesting. I can only confirm this, although naturally as anecdotal evidence // The Musk Partisan Effect on Tesla Sales | NBER
The Musk Partisan Effect on Tesla Sales
Founded in 1920, the NBER is a private, non-profit, non-partisan organization dedicated to conducting economic research and to disseminating research findings among academics, public policy makers,…
www.nber.org
dreyer.ch
Chris 🇺🇦 @dreyer.ch · 3d
Monetary policy and government independence: The legacy of Quantitative Easing
Monetary policy and government independence: The legacy of Quantitative Easing
The standing economic orthodoxy is that Independent central bankers are adamant in their belief that their remit is purely monetary and that governments are in charge of fiscal policy. Though at…
bondvigilantes.com