Saturday, May 17, 2008

nomos vs. thesis

High quality private banking investment commentators with an independent mind are few and far between. The most prominent instance in the Swiss market is Konrad Hummler, partner of Wegelin & Co. His monthly investment commentary is well considered, independent and often controversial - and available in English. The current May issue deals with the moral hazard of banking supervision in its current zero failure mode. Recommended reading.

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