Journal
April 2019
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Active Rebalancing of Bitcoin Improves Portfolio Performance
Similar to the gold standard, cryptocurrencies are competing to become the dominant digital store of value protocol. A mixed gold and bitcoin portfolio has had a higher risk-return performance than single asset portfolios because of the low correlation between gold and bitcoin. Combining the gold and bitcoin portfolio with rebalancing bands, allows investors to manage […]
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Gold `In a Renaissance’ After Fed Makes Rate Policy U-Turn
Ronald Peter Stöferle in a discussion with Bloomberg: Gold’s poised to rally if it breaks through long-standing resistance levels as the Federal Reserve’s U-turn on monetary policy will weaken the dollar.
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Yield or how to receive cashflows in a negative yield environment
Dear Ladies and Gentlemen I received a few mails on my very provocative statement that house pets, farming and children produce an enormous amount of greenhouse gases. I was provocative on purpose. It was my intention to trigger some reactions. I received two mails on the indirect financing of (nuclear) weapons via government bonds. It […]
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Gold, De-dollarization and Monetary Experiments
Ronald Peter Stöferle discusses Gold, De-dollarization and Return of large-scale monetary experiments.
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Environmental, Social and Governance (ESG) friendly (Part one)
Dear Ladies and Gentlemen In last week’s part one on ESG investing, I shared some very basic information on ESG investments. Today I would like to point out some of the difficulties one faces when investing in ESG-friendly products. However, the short format of my weekly mail will not allow me to go into the topic […]