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T&V Letter | Q1 2026
In Q1 2026, geopolitics took centre stage: the Iran conflict sent oil prices surging and markets under pressure. But what concerns us more is a shift unfolding far more quietly. AI is improving faster than most realise — and those who engage with it seriously today will understand what is coming better than almost anyone around them.
Thalmann & Verling Trust reg.
Apr 224 min read
T&V Letter | Q4 2025
Equity markets are increasingly shaped by dominant narratives and rising concentration, with artificial intelligence at the centre of investor attention. A look at history shows that such phases are rarely permanent and often coincide with a widening gap between market leaders and fundamentally solid companies. This environment creates selective opportunities for long-term, quality-focused investors.
Thalmann & Verling Trust reg.
Jan 164 min read
T&V Letter | Q3 2025
AI is reshaping jobs, stablecoins are reshaping money: While fears of automation grow, the U.S. is using digital dollars to strengthen its financial power — and Ethereum is becoming the quiet backbone of this shift.
Thalmann & Verling Trust reg.
Oct 15, 20254 min read
