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Chris 🇺🇦

@dreyer.ch
576 followers 2.1K following 4.8K posts

Solution orientated generalist, CFA, growth minded technophile, outgoing recluse, dog person, swimmer, aspiring Stoic; Reskeet ≠ endorsement, Proof of Waste is EOL

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Chris 🇺🇦 @dreyer.ch · 8h
High marks for Switzerland
startupticker.ch
High marks for Switzerland
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Chris 🇺🇦 @dreyer.ch · 11h
Flippin’ heck
klementoninvesting.substack.com
Flippin’ heck
Agentic workflows are increasingly used in investment applications.
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Chris 🇺🇦 @dreyer.ch · 12h
Devastating year for Switzerland’s glaciers
ethz.ch
Devastating year for Switzerland’s glaciers
Glaciers are melting faster than ever before in Switzerland. New measurement data shows that Swiss glaciers lost more than 5 per cent of their volume in 2026, following a winter with little snow and…
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Chris 🇺🇦 @dreyer.ch · 18h
Adversarial artificial intelligence
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Chris 🇺🇦 @dreyer.ch · 05/10/2026
AI on autopilot? A regulator’s case for automated analysis
xbrl.org
AI on autopilot? A regulator’s case for automated analysis | XBRL
Posted on October 3, 2026 by Editor
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Chris 🇺🇦 @dreyer.ch · 05/10/2026
Interoperable in theory, approximate in practice
xbrl.org
Interoperable in theory, approximate in practice | XBRL
Posted on October 3, 2026 by Editor
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Chris 🇺🇦 @dreyer.ch · 05/10/2026
The Role of Repos in Monetary Policy Implementation
libertystreeteconomics.newyorkfed.org
The Role of Repos in Monetary Policy Implementation - Liberty Street Economics
A look at how central banks use repos to manage liquidity in the financial system and implement monetary policy.
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Chris 🇺🇦 @dreyer.ch · 05/10/2026
Stocks, flows and national debt
accountingmiscellany.com
Stocks, flows and national debt - Accounting Miscellany
Newspaper articles often say or imply that the national debt risks exploding if it exceeds 100% of Gross Domestic Product (GDP). Some such articles even say this more directly by talking about…
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Chris 🇺🇦 @dreyer.ch · 04/10/2026
Who’s Borrowing and Lending in Repo Markets?
libertystreeteconomics.newyorkfed.org
Who’s Borrowing and Lending in Repo Markets? - Liberty Street Economics
A look at the vital role repo markets play in the U.S. financial system, beginning with why major private-sector participants engage in repo transactions.
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Chris 🇺🇦 @dreyer.ch · 04/10/2026
Follow the Cash! Microstructure of Repo Markets
libertystreeteconomics.newyorkfed.org
Follow the Cash! Microstructure of Repo Markets - Liberty Street Economics
The authors follow the cash as it navigates through repo markets to better understand the costs and benefits that shape the existing market structures.
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Chris 🇺🇦 @dreyer.ch · 04/10/2026
Who is driving the massive surge in repo borrowing? www.ft.com/content/df11...
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Chris 🇺🇦 @dreyer.ch · 04/10/2026
America runs on GPS. It needs a backup plan
fdd.org
America runs on GPS. It needs a backup plan
Most Americans think GPS merely provides directions: open the map, follow the blue dot and get where you need to go. But that’s just the consumer application. The national security applications of…
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Chris 🇺🇦 @dreyer.ch · 03/10/2026
The Effect of Advisors’ Incentives on Clients’ Investments
alphaarchitect.com
The Effect of Advisors' Incentives on Clients' Investments
Advisor's financial incentives and client's investment objectives may not be aligned. Determining whether this changes behavior is difficult.
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Chris 🇺🇦 @dreyer.ch · 03/10/2026
Geopolitical risk is reshaping global finance, one bank loan at a time
cepr.org
Geopolitical risk is reshaping global finance, one bank loan at a time
Geopolitical tensions are increasingly reshaping the flow of trade, investment and capital flows. This column documents that the same process is also reshaping bank lending. Using confidential…
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Chris 🇺🇦 @dreyer.ch · 03/10/2026
Index funds make active managers worse
klementoninvesting.substack.com
Index funds make active managers worse
‘Blame it on the index funds’ is a popular game when it comes to analysing market concentration and the extreme valuations of US megacaps.
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Chris 🇺🇦 @dreyer.ch · 03/10/2026
Putin claims that Ukraine has no ‘antidote’ to Russia’s new jet-powered drones. Kyiv has already shown it can shoot them down, but doing it at scale could cost billions.
meduza.io
Putin claims that Ukraine has no ‘antidote’ to Russia’s new jet-powered drones. Kyiv has already shown it can shoot them down, but doing it at scale could cost billions. — Meduza
Speaking to reporters on the sidelines of the Cultural Forum, Vladimir Putin said Ukraine was seeking an “air ceasefire” out of weakness — especially because it feared Russia’s new jet-powered…
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Chris 🇺🇦 @dreyer.ch · 02/10/2026
The Chinese AI Infrastructure Boom: Introducing the SemiAnalysis China Datacenter Model
newsletter.semianalysis.com
The Chinese AI Infrastructure Boom: Introducing the SemiAnalysis China Datacenter Model
1,000+ facilities across 60+ operators mapped, built retail-first and flipped by AI, largest hyperscaler leases 1/5 national capacity, 100MW in 12 months, Eastern Data Western Compute
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Chris 🇺🇦 @dreyer.ch · 02/10/2026
All Investments Lie on a Spectrum Defined by Utilitarian, Expressive, and Emotional Returns | RPC
rpc.cfainstitute.org
All Investments Lie on a Spectrum Defined by Utilitarian, Expressive, and Emotional Returns | RPC
All investments offer utilitarian, expressive, and emotional returns, shaping investor behavior and financial advice.
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Chris 🇺🇦 @dreyer.ch · 02/10/2026
🤖 Your agent, whose interests?
exponentialview.co
🤖 Your agent, whose interests?
Meta’s Muse shows that users want a digital butler, but there may be a conflict of interests
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Chris 🇺🇦 @dreyer.ch · 02/10/2026
How Will Xi Jinping Approach the Washington Summit
asiasociety.org
How Will Xi Jinping Approach the Washington Summit
The Hon. Dr. Kevin Rudd AC examines how Xi Jinping is likely to approach the September 24 Washington summit with President Donald Trump and the key priorities shaping Beijing’s strategy.
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Chris 🇺🇦 @dreyer.ch · 01/10/2026
PwC and Auditchain Labs Announce Cooperation for Regulatory Disclosure Automation
auditchain.com
PwC and Auditchain Labs Announce Cooperation
PwC and Auditchain announce cooperation to offer regulatory disclosure automation for issuers and service providers of crypto assets
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Chris 🇺🇦 @dreyer.ch · 01/10/2026
“Simple steps can effectively prevent cyber attacks”
c4dt.epfl.ch
“Simple steps can effectively prevent cyber attacks”
What are the cyber security weaknesses in our everyday devices? Prof. Mathias Payer, head of EPFL’s HexHive research group, explains how AI is changing the way vulnerabilities are found – and how a…
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Chris 🇺🇦 @dreyer.ch · 01/10/2026
What’s the Future for Pure Math Research in the Age of AI?
writings.stephenwolfram.com
What’s the Future for Pure Math Research in the Age of AI?
Stephen Wolfram chimes in about the future of pure math and AI based on his unique perspective of language creator and scientific researcher.
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Chris 🇺🇦 @dreyer.ch · 01/10/2026
Why is JPMorgan expanding in China? CEO Dimon sees another decade of sharp growth
scmp.com
Exclusive | JPMorgan has big China plans for the next decade, CEO Jamie Dimon reveals
Jamie Dimon’s Hong Kong-to-Washington sprint captures the banking giant’s bet on both sides of the Pacific.
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Chris 🇺🇦 @dreyer.ch · 30/09/2026
When can we say AI made a scientific discovery?
technologyreview.com
When can we say AI made a scientific discovery?
AI companies’ insistence that their technology is making breakthroughs, not just aiding scientists, is making real progress harder to recognize.
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Chris 🇺🇦 @dreyer.ch · 30/09/2026
How wine conquered the globe
engelsbergideas.com
How wine conquered the globe
From the crude wines of the ancient world to the refined commercial product of the 21st century, the story of wine has always been intimately bound with that of human civilisation.
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Chris 🇺🇦 @dreyer.ch · 30/09/2026
Hervorragende Einordnung eines Praktikanten! // Nein, die Nazis waren nicht links
schweizermonat.ch
Nein, die Nazis waren nicht links
In der politischen Auseinandersetzung wird das Etikett «Nazi» gerne als Totschlagargument gegen bürgerliche Positionen missbraucht. Im Gegenzug versucht die «Neue Rechte», den Nationalsozialismus als…
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Chris 🇺🇦 @dreyer.ch · 30/09/2026
SNB WP: Cash saves the day: How cash infrastructure enhances resilience during a card payment system outage
snb.ch
Cash saves the day: How cash infrastructure enhances resilience during a card payment system outage
Cash saves the day: How cash infrastructure enhances resilience during a card payment system outage
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Chris 🇺🇦 @dreyer.ch · 29/09/2026
The cost of not innovating: Frontier AI models, cyber defence, and EU strategic autonomy
cepr.org
The cost of not innovating: Frontier AI models, cyber defence, and EU strategic autonomy
The cyber threat landscape changed dramatically in April 2026 with the emergence of frontier AI models from OpenAI and Anthropic. Access to these models was initially limited, and the US imposed a de…
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Chris 🇺🇦 @dreyer.ch · 29/09/2026
Schweizer Scaleups zwischen Wachstum und Finanzierungslücke
founded.ch
Schweizer Scaleups zwischen Wachstum und Finanzierungslücke
Schweizer Scaleups wachsen, doch mit dem Erfolg kommen neue Herausforderungen: Das Kapital wird knapper, Eigentum wandert zunehmend ins Ausland und die richtigen Rahmenbedingungen werden…
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Chris 🇺🇦 @dreyer.ch · 29/09/2026
Digital currencies: what future for the Swiss franc?
ethz.ch
Digital currencies: what future for the Swiss franc?
Digital currencies are growing in importance – including stablecoins, whose value is pegged to traditional currencies. They could fundamentally change the financial system. But what can be done to…
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Chris 🇺🇦 @dreyer.ch · 29/09/2026
Revolut wird die Lücke im Angebot an dem Tag schliessen, an dem sie die Lizenz erhalten // Revolut will Schweizer Bank werden – Heimvorteil der Banken hat ein Ablaufdatum
moneytoday.ch
Revolut will Schweizer Bank werden – Heimvorteil der Banken hat ein Ablaufdatum
Die Sicht unseres Gastautors: Wo Schweizer Banken vorerst relaxed bleiben können, wo Zurücklehnen zum Risiko wird und welchen Schuh Revolut in die Türe stellen kann.
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Chris 🇺🇦 @dreyer.ch · 28/09/2026
Voluntary sustainability standard and value chain cap enter EU law
xbrl.org
Voluntary sustainability standard and value chain cap enter EU law | XBRL
Posted on September 27, 2026 by Editor
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Chris 🇺🇦 @dreyer.ch · 28/09/2026
Revised ESRS become law
xbrl.org
Revised ESRS become law | XBRL
Posted on September 27, 2026 by Editor
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Chris 🇺🇦 @dreyer.ch · 28/09/2026
The problem with "just build solar and batteries"
janrosenow.substack.com
The problem with "just build solar and batteries"
Why the easiest story about the energy transition is misleading.
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Chris 🇺🇦 @dreyer.ch · 28/09/2026
Where’s the “intelligence explosion”?
noahpinion.blog
Where’s the “intelligence explosion”?
Ramez Naam gives a skeptic’s take on Recursive Self-Improvement.
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Chris 🇺🇦 @dreyer.ch · 27/09/2026
‘Not Just a Blockchain Anymore’: Vitalik Buterin Maps Out Ethereum to 2030
trendingtopics.eu
Vitalik Buterin: Ethereum to Become More Than a Blockchain by 2030 | Trending Topics
In a new essay, Vitalik Buterin describes five changes meant to turn Ethereum into a “cryptographic world computer” by 2030. What is planned and what it means for Layer 2s.
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Chris 🇺🇦 @dreyer.ch · 27/09/2026
Human Capital in Venture Capital: Evidence From 100,000 Venture Capitalists
papers.ssrn.com
Human Capital in Venture Capital: Evidence From 100,000 Venture Capitalists
<div> <p><span>We study human capital in venture capital (VC) using a new dataset covering over 100,000 professionals affiliated with U.S. VC firms. Investment
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Chris 🇺🇦 @dreyer.ch · 27/09/2026
What Makes a Venture Capitalist Successful?
promarket.org
What Makes a Venture Capitalist Successful? - ProMarket
In new research, Blake Jackson and Ilya Strebulaev track the careers of 100,000 people working at venture capital firms in the United States to ask which investors succeed and why. They find that…
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Chris 🇺🇦 @dreyer.ch · 27/09/2026
37 ways to ask about PULL
thephysicsofstartups.substack.com
37 ways to ask about PULL
And a few ways to shoot yourself in the foot
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Chris 🇺🇦 @dreyer.ch · 26/09/2026
SpaceX pivots away from space www.ft.com/content/0fd1...
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Chris 🇺🇦 @dreyer.ch · 26/09/2026
Diese 17 Mitglieder des Ständerats folgten UBS-Ermotti
infosperber.ch
Diese 17 Mitglieder des Ständerats folgten UBS-Ermotti
Die «Bankenfraktion» bestand aus Ständerätinnen und Ständeräte der FDP, Mitte, SVP sowie dem früheren SP-Mitglied Daniel Jositsch.
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Chris 🇺🇦 @dreyer.ch · 26/09/2026
Proof that Russia’s 2026 State Duma elections were the dirtiest parliamentary elections of the Putin era
meduza.io
Proof that Russia’s 2026 State Duma elections were the dirtiest parliamentary elections of the Putin era — Meduza
The final results of the State Duma election are not in yet. Russia’s Central Election Commission still has not published returns from every precinct: as of the evening of September 23, data for the…
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Chris 🇺🇦 @dreyer.ch · 26/09/2026
The SpaceX IPO Puts Shareholder Rights to the Test - CFA Institute Market Integrity Insights
blogs.cfainstitute.org
The SpaceX IPO Puts Shareholder Rights to the Test - CFA Institute Market Integrity Insights
A CFA Institute survey examines investor views on SpaceX’s governance, founder control, and index inclusion. The results urge regulators, exchanges, and index providers to protect corporate…
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Chris 🇺🇦 @dreyer.ch · 25/09/2026
Defence spending and its short and longer-term macroeconomic effects
ecb.europa.eu
Defence spending and its short and longer-term macroeconomic effects
The European Central Bank (ECB) is the central bank of the European Union countries which have adopted the euro. Our main task is to maintain price stability in the euro area and so preserve the…
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Chris 🇺🇦 @dreyer.ch · 25/09/2026
Why the Real Money in Space Isn’t in Rockets
trendingtopics.eu
Space Economy: Why the Real Money Isn't in Rockets | Trending Topics
Launch is only the gateway. Plenisfer's Marco Mencini on laser communications, HydRON, IRIS² and where value can accrue in the space economy.
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Chris 🇺🇦 @dreyer.ch · 25/09/2026
Interview mit dem Schweizer CEO von Bluesky Toni Schneider: «Werbung wird nicht unser Hauptgeschäft»
dnip.ch
Interview mit dem Schweizer Toni Schneider, CEO von Bluesky: «Werbung wird nicht unser Hauptgeschäft» - Das Netz ist politisch
Zuerst war der Status nur ad interim, aber seit Juli 2026 ist der Schweizer Toni Schneider CEO des Unternehmens Bluesky (der berühmten Twitter-Alternative).
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Chris 🇺🇦 @dreyer.ch · 25/09/2026
That would be a sustainable solution // UBS considers an exit from Switzerland
semafor.com
Exclusive: UBS considers an exit from Switzerland
Senior leaders have revived discussions about combining with a foreign bank after Swiss regulators voted this week to demand it raise more capital.
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Chris 🇺🇦 @dreyer.ch · 25/09/2026
Who forecasts how?
klementoninvesting.substack.com
Who forecasts how?
One of the eternal debates in the investment world is whether professional forecasters and investors are better at forecasting market and stock returns than individual investors and corporate…
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Chris 🇺🇦 @dreyer.ch · 24/09/2026
Convertible bonds: US GAAP and hidden financing costs
footnotesanalyst.com
Convertible bonds: US GAAP and hidden financing costs
Most convertible bond issues in the United States are no longer structured to physically deliver shares when converted. Issuers prefer a structure where only the conversion premium is settled in…
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