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Mean Match

Mean Match

“In the midst of chaos, there is also opportunity.” – Sun Tzu
Opinions are my own.
No investment/tax or other advice.
Do your own research.

Featured

Hyundai Plans a Nuclear-Powered Cargo Ship

Feb 28, 2025

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3 min read

Hyundai Plans a Nuclear-Powered Cargo Ship

HD Korea Shipbuilding & Offshore Engineering (HD KSOE), a subsidiary of HD Hyundai, has introduced an nuclear-powered container ship capable of carrying 15,000 containers, powered by Small Modular Reactor (SMR) technology.

One year till Nord Stream is running again

Jan 5, 2025

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3 min read

One year till Nord Stream is running again

The Fentanyl Epidemic and Trump’s “Victory”: A Case Study in Political Theater

Feb 16, 2025

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3 min read

The Fentanyl Epidemic and Trump’s “Victory”: A Case Study in Political Theater

The U.S.

Articles

Record Buybacks, Rising CapEx: Why Corporate Share Repurchases Are Losing Their Power in 2025

Sep 16, 2025

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5 min read

Record Buybacks, Rising CapEx: Why Corporate Share Repurchases Are Losing Their Power in 2025

S&P 500 companies spent a record $550B on buybacks in early 2025, yet buyback yields fell to 20-year lows. Higher rates and soaring AI/data center CapEx are reshaping capital allocation.

taxes

+1

The Atypical Silent Partnership in German Tax Law

Sep 15, 2025

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5 min read

The Atypical Silent Partnership in German Tax Law

gold

Sunday thoughts on Gold

Sep 14, 2025

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3 min read

Sunday thoughts on Gold

Market Pressure and Investment Illusions

Sep 13, 2025

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4 min read

Market Pressure and Investment Illusions

china

+2

Who Really Owns China’s Stock Market?

Sep 11, 2025

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2 min read

Who Really Owns China’s Stock Market?

The Evolution of Hedge Fund Fees: From “2 and 20” to Pass-Through Models

Sep 10, 2025

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8 min read

The Evolution of Hedge Fund Fees: From “2 and 20” to Pass-Through Models

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