Economy & Markets
Economy & Markets #47 - How Asian turmoil and AI doubts are testing market sentiment
New
Family Holding Companies
Family Holdings #46 - Insider Purchases Indicate Undervaluation of Family Holdings
Economy & Markets
Economy & Markets #46 - Markets Seek Direction Without Data
Deep Dives
Deep Dive - Value and growth at Tresor Capital Relationship Day November 2025
An update on our performance in a turbulent market and why now is the time to get involved.
Family Holding Companies
Family Holdings #45 - While the World Invests, Berkshire's Cash Gathers Dust
Further: Acquisitions in Sweden; Alphabet gets approval for its largest acquisition ever and wants to ascend into space.
Economy & Markets
Economy & Markets #45 - Two Speeds in One Economy: Why the Fed Is Caught Between Growth and Inequality
Strong profit growth at the top masks the pressure on the middle class and SMEs, making monetary policy increasingly difficult to balance.
Family Holding Companies
Family Holdings #44 - Alphabet's 'Small' Investments Become Large
Further: Brown & Brown and Markel with figures; Scottish Mortgage on AI and Brookfield focuses on the renaissance of nuclear energy.
Economy & Markets
Economy & Markets #44 - Opportunities for a New Investment Wave in the Gulf States
Researchers at KKR cite five factors why the Middle East is the place for investors in the coming decade.
Deep Dives
Deep Dive - Asseco as the architect of the next Polish growth era
We discuss three reasons why Asseco can grow into the digital champion of Central Europe.
Family Holding Companies
Family Holdings #43 - MBB Breaks Records and Rises to New Heights
Also: Swedish serial acquirers show how it's done; Chapters CEO Jan Mohr on the 'Shotgun' and 'Rifle' AI approach.
Economy & Markets
Economy & Markets #43 - Private Credit: The Wild West of Wall Street
According to JPMorgan CEO Jamie Dimon, private credit is the new frontier of financial risk. The losses at Tricolor and Jefferies illustrate the vulnerability of this rapidly growing market, even as system banks show strong quarterly figures.
Media
Tresor Capital featured on the podcast 'Talking Billions'
The issues of the day dominate the stock markets, where the focus often extends no further than the next quarterly report. However, real value creation takes place over decades and generations. A culture of permanence forms the foundation for this. This very theme was the focus of a recent in-depth discussion in the