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The Death of Growth
Demographic emergency: Why passive indexing could fail in a no-growth world. What happens when growth dies—and the pie stops getting bigger.
Jun 8
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Javier Pérez
41
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The Death of Growth
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May 2025
#83 Building Blocks of Corporate Accounting: Intercorporate Shenanigans
Debt buried, revenue faked—a look at how Pescanova and Wirecard did it.
May 25
42
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#83 Building Blocks of Corporate Accounting: Intercorporate Shenanigans
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#82 Building Blocks of Corporate Accounting: Intercorporate Investments
How subsidiaries and minority interests distort accounting and valuation—from Kelly Partners to Alphabet’s SpaceX surprise
May 4
•
Javier Pérez
40
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#82 Building Blocks of Corporate Accounting: Intercorporate Investments
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March 2025
#81 The Passive Index Bubble: Myth or Reality?
Reflexivity, Inelastic Markets, and the Role of Marginal Investors
Mar 30
•
Javier Pérez
38
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#81 The Passive Index Bubble: Myth or Reality?
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#80 Currency Chaos
How FX Markets Can Turn Great Investments into Nightmares
Mar 16
•
Javier Pérez
32
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#80 Currency Chaos
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#79 Printing Money does not "always" Cause Inflation
How the Swiss National Bank Defies Economic Orthodoxy
Mar 9
•
Javier Pérez
41
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#79 Printing Money does not "always" Cause Inflation
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December 2024
#78 Compounding Human Capital (2024)
Books of the year
Dec 25, 2024
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Javier Pérez
30
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#78 Compounding Human Capital (2024)
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#77 Business Model Breakdowns: Hard-Discounters
Building a Business on Thin Margins and Big Returns
Dec 1, 2024
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Javier Pérez
38
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#77 Business Model Breakdowns: Hard-Discounters
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September 2024
#76 The 4th Symphony of the Empire Builder
What Brad Jacobs Teaches Us About Breaking Bias and Building Billion-Dollar Companies
Sep 21, 2024
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Javier Pérez
19
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#76 The 4th Symphony of the Empire Builder
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August 2024
#75 A Perfect Storm: The Expected Black Swan of Carry Trade
Why Japan’s Market Collapse Was a Disaster Waiting to Happen (Not That We Foresaw It, Nor Tried To)
Aug 10, 2024
•
Javier Pérez
30
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#75 A Perfect Storm: The Expected Black Swan of Carry Trade
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June 2024
#74 The Rape of Europe
Memories of an old European: echoes from "The World of Yesterday"
Jun 30, 2024
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Javier Pérez
32
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#74 The Rape of Europe
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#73 Psychological Moonshots
Incremental/radical technological innovation vs traditional industries. Capital investments, continuous disruption risks. Influence on valuation. Phycho…
Jun 16, 2024
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Javier Pérez
27
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#73 Psychological Moonshots
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