QUOTE OF THE WEEK
“Governments believe that... When there is a choice between an unpopular tax and a very popular expenditure, there is a way out for them—the way toward inflation. This illustrates the problem of going away from the gold standard.”
– Ludwig von Mises –
🏛️ Reading 𝘛𝘩𝘦 𝘉𝘪𝘵𝘤𝘰𝘪𝘯... Mostra di più Traduci
PARKER HANNIFIN: RECORD FULL-YEAR PERFORMANCE AND SCALED CAPITAL DEPLOYMENT
Today, 𝗣𝗮𝗿𝗸𝗲𝗿 𝗛𝗮𝗻𝗻𝗶𝗳𝗶𝗻 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗶𝗼𝗻 reported its FY26 financial results, posting its highest-ever full-year sales and adjusted earnings powered by The Win Strategy. It highlighted strong operational... Mostra di più Traduci
SWIRE PACIFIC: RECORD FIRST-HALF PROFIT AND SCALED CAPITAL INVESTMENT
Today, 𝗦𝘄𝗶𝗿𝗲 𝗣𝗮𝗰𝗶𝗳𝗶𝗰 𝗟𝗶𝗺𝗶𝘁𝗲𝗱 reported its H1 2026 financial results, posting its highest-ever first-half recurring underlying profit. It highlighted strong operational execution across its core business segments—Property,... Mostra di più Traduci
SIEMENS AG: INDUSTRIAL AI AND DIGITAL TRANSFORMATION INNOVATION
𝗦𝗶𝗲𝗺𝗲𝗻𝘀 𝗔𝗚 has just reported its Q3 FY 2026 financial results. It highlighted record orders and profit, excellent cash generation, and an increased full-year outlook across its core markets. The Company operates as a leading... Mostra di più Traduci
MITSUI & CO.: SCALED DIVERSIFIED TRADING AND GLOBAL CAPITAL ALLOCATION
Today, 𝗠𝗶𝘁𝘀𝘂𝗶 & 𝗖𝗼., 𝗟𝘁𝗱. reported its FY March 2027 Q1 financial results. It highlighted record Q1 net profitability, accelerating core operating cash flow, and solid progress well ahead of its full-year business... Mostra di più Traduci
MITSUBISHI CORPORATION: SUSTAINABLE VALUE CREATION AND GLOBAL TRADING INNOVATION
Today, 𝗠𝗶𝘁𝘀𝘂𝗯𝗶𝘀𝗵𝗶 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗶𝗼𝗻 reported its Q1 FY2026 financial results, demonstrating a solid start toward its full-year guidance backed by robust operating cash generation and disciplined execution.... Mostra di più Traduci
ITOCHU CORPORATION: DIVERSIFIED TRADING AND GLOBAL COMPOUNDING
Today, 𝗜𝗧𝗢𝗖𝗛𝗨 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗶𝗼𝗻 reported its Q1 FY2026 financial results. It highlighted record-high quarterly earnings, expanding core profit, and strong operational progress across its global footprint. The Company operates... Mostra di più Traduci
MARUBENI CORPORATION: DIVERSIFIED TRADING AND GLOBAL CAPITAL ALLOCATION
Today, 𝗠𝗮𝗿𝘂𝗯𝗲𝗻𝗶 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗶𝗼𝗻 reported its Q1 FY2026 financial results, highlighting robust operational execution, record non-resource segment profitability, and record core operating cash flow generation. The... Mostra di più Traduci
JULY 2026 UPDATE
July delivered a robust performance. European equities drove momentum following strong second-quarter earnings reports, while my deliberate avoidance of segments burdened by valuation concerns provided strong downside protection. The portfolio closed the month up +4.95% while my investment... Mostra di più Traduci
WEEKLY SUMMARY. WEEK 31 IN MARKETS
– Global Markets –
🏛️ Central Banks Stand Pat. The central bank marathon (Fed, BoE, BoJ) wrapped up with all three keeping interest rates steady. Despite persistent inflation, elevated uncertainty forced policymakers to stay on hold awaiting clearer directional... Mostra di più Traduci
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Mon Aug 10 2026 02:38:26 GMT+0000 (Coordinated Universal Time)