Philipp D. Dubach - Finance, Tech & Strategy
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Long-form essays and analyses on quantitative finance, AI, and technology by Philipp D. Dubach. Independent writing, not commentary, not aggregation.
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Self-Hosted YouTube RSS Subscriptions Feed, No API Key
I dropped the YouTube app and rebuilt only my subscriptions feed as a self-hosted Cloudflare Worker that reads each channel
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2026 Portfolio Midyear Review: +5.2% in CHF, CAPE 42.7, No Fed Cuts
Midyear review of the 2026 CHF portfolio through May 29: up 5.2%, roughly matching a 60/40 and trailing the S&P in CHF. Three of four rotations paid; Europe lagged; the clean miss was rates. Plus the three changes I made.
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Hetzner + R2 EU: Moving a Hugo Blog Off GitHub Pages
How I moved a Hugo blog from GitHub Pages to a Hetzner box in Europe, switched object storage to Cloudflare R2 EU, and what I kept on US infrastructure.
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