Journal
February 2019
-
What’s next?
Dear Ladies and Gentlemen I receive a fair number of messages asking about my view on the markets. As my regular readers all know, I still cannot foresee the future although I am trying hard but so far, I was totally unsuccessful. However, if we take the core messages of my recent weekly mails about […]
-
Interview with Mr. Andreas Haeberli, CIO of Profond
Dear Ladies and Gentlemen As announced two weeks ago I was able to interview Mr. Andreas Haeberli, CIO of Profond Collective Foundation. Please find my questions with Andy’s answers for your convenience: 1) What is Profond’s investment goal? We want to offer sustainably high benefits to our policy holders. When we invest, we therefore focus […]
-
Sociocultural issues meet economics
Dear Ladies and Gentlemen Did you follow my advice and spend every morning 30 to 60 seconds thinking about something positive? If so, what was the effect? Now, last week I gave you an insight into some of my global sociocultural points of view and proposed to publish an interview with a pension fund manager […]
-
Gold could surge to $1,500 by year-end and US QE is coming back ‘no question’
With gold now trading at a 10-month high, IGTV’s Victoria Scholar spoke with Ronald-Peter Stoferle from Incrementum who said the precious metal could jump to $1,500 by year-end once we go past resistance at $1,360 and $1,380. Stoferle argues for a US recession as soon as 2019 with further quantitative easing (QE) from the central […]
-
Ronald-Peter Stöeferle: The Perfect Storm for Gold & Mining Stocks
Ronald feels that we are in a perfect storm for gold as his inflation indicator began to rise this January. One should load up on inflation-sensitive currencies, mining equities, physical gold, and the commodity sector in general. The combination of monetary tightening and rising rates is going to lead to recessionary risks and the economic […]