Journal
May 2024
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Dissent in Financial Markets
Good Morning Ladies and Gentlemen “If I say something right that the wrong people like, then the right thing doesn’t automatically become wrong.“ Andreas Rebers, cabaret artist Dissent My preferred definition of “dissent” in financial markets emphasizes the value of differing opinions or views between market participants, analysts, or other experts. These variations can […]
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No Appropriate Attitude
Good Morning Ladies and Gentlemen “It’s warmer inside the herd; it can be very cold outside of it.“ Attributed to: Jean Marie Eveillard Last week’s «Stefan’s Weekly» Many thanks to all the readers who sent in their comments. It was overwhelming to receive so many positive emails full of compliments. Many thanks, indeed! Let me take […]
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In Gold We Trust – 18th Edition “The New Gold Playbook”
Good Morning Ladies and Gentlemen “Plurality of opinions is the engine of democracy.“ Hannah Arendt My partners Ronni and Mark Every May, my partners, Ronald P. Stöferle and Mark J. Valek, look horrible, overtired, exhausted, and still happy. This is because the “In Gold We Trust” report is due every May, and until it […]
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Are We Fit Enough?
Good Morning Ladies and Gentlemen “It is the duty of the human mind to understand that there are things it cannot understand.“ Soren Kierkegaard Ideology – general aspects Liberal, democratic structures based on capitalism no longer seem to be desired by a considerable number of voters. Ideological views are advocated with a vehemence that leaves […]