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PYTHIA'S INVESTMENT
LETTER

Issue May/2023

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Debate on ChatGPT with a historical twist

Issue Mar/2022

Image by Jordy Meow

The peace dividend in tatters

 

The godmother of our Investment Letters is Pythia, High Priestess and Oracle of Delphi. When Croesus, the King of the Lydians, who was famous for his wealth, asked the Oracle for advice before a military campaign, Pythia is said to have answered: “If you cross the Halys River, a great empire will be destroyed.” He did cross the border river though – and thus caused his own empire to be destroyed. A false interpretation had caused a catastrophe, while the correct interpretation would have averted the disaster. 

CRAFTER'S STRATEGY
LETTER

Issue Oct/2024

Crafter 2024 Q4_Dan God auf Unsplash.jpg

Central banks recalibrate, stock markets celebrate

Issue Jul/2024

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Market breadth and interest rate cuts in the US: But when?

Issue Apr/2024

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Differing challenges lead to divergent paths globally

Issue Jan/2024

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Smooth sailing for an economic recovery? Not quite: The challenges persist

 

The name inspiration for our Crafter's Strategy Letter originates from the word crafting and the meaning it carries. A skilled sculptor knows how to carefully analyse the stone in front of them to carve out the perfect sculpture. They know how to shape the legs, the arms and the head in such a way that the statue as a whole is stable and well-balanced. This mentality is also instilled into our crafters in the Valère workshop: With great care, they chisel the appropriate portfolio strategy from the current market conditions.

Crafter's letter Mobile
Pythia letter mobile

Thank you!

Valère Consulting Vermögensverwaltung Zürich

«Before undertaking his craft, the artisan first sharpens his tools.»

Chinese saying

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