Karl-Mikael Syding's Blog, page 6

Är värdebaserade investeringar helt dött?

Två nya avsnitt av min podcast 25 minuter finns ute nu:   Jag går snabbt igenom de aktuella aktiecasen Azelio, Stockwik och Spotify (utan att ge några rekommendationer förstås), innan Ludvig leder samtalet om några historiska affärsbeslut som lade grunden… Continue Reading →

The post Är värdebaserade investeringar helt dött? first appeared on Sprezza.

Wholeness, encounters and responsibility

This past weekend I had time to believe at least six impossible things. About Encounters, Other, Wholeness, Division, Responsibility, Perspective, Purpose and Meaning. Not all of them before breakfast though. This post is about our immense responsibility in our encounters… Continue Reading →

Are you prepared for the Old Normal?

Increased globalization after the fall of the wall in 1989 spurred low inflation growth, which in turn increased willingness to take on debt. As leverage grew, politicians provided a safety net, a “put”, in order to avoid a bout of… Continue Reading →

Marknadstankar under Covid-19

Värderingen av S&P 500 var i slutet av februari 2020 2-3x så hög som det historiska genomsnittet. Börsen skulle falla minst 50% även utan Covid-19. MAPE, ett slags P/E-tal låg på 48 och det historiska snittet var ca 16. NFMC/GAVadj… Continue Reading →

Short market comment

This is basically the same text I used as an answer to a comment on a previous post: In short: Stocks are currently (March 16, 3pm Central European Time) down by 33% from February 20, 2020. My base case if… Continue Reading →

Code is code

We’re always travelling Nothing can be described There’s very limited overlap (if any at all) between symbolic language and what it tries to represent Enlightened ideas can never be communicated

Emotional re-set

I’ve been talking for quite some time about the need for a financial re-set due to the massive build up of debt and essentially empty promises. Instead I got a total emotional renaissance. In January 2019, just as I turned… Continue Reading →

The best thing that’s ever happened to me

-Vi Reser Alltid When I was 8 years old my family moved to a fancy part of a mid-sized Swedish city, Västerås, not very far from the capital, Stockholm. There I became bullied for my northern accent, cheap clothes and… Continue Reading →

Newness and resonance

For an update of my financial comings and goings, skip to the final paragraph (which is in Swedish) Meaning, Perspective, Resonance, Newness During a recent meditation session I had some an unexpected epiphany on Resonance, which I think complements a… Continue Reading →

A giant leap for happiness

My book is almost finished. Actually it is finished, and I’m just touching it up, pruning and clarifying certain ideas. Here’s a short excerpt, just one single sentence from the book, to get a taste: Small, consistent steps, taken with… Continue Reading →