Journal
September 2023
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Bottom-Up
Good Morning Ladies and Gentlemen “It is also human not to always give in to every fear.” Joachim Wilhelm Gauck, President of Germany from 2012 to 2017 Last weekly Ladies and Gentlemen, I received significant feedback for my last “Stefan’s Weekly”. In summary, I am happy to report that many readers share my conviction […]
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Ideology
Good Morning Ladies and Gentlemen «You can always tell when a man’s well-informed. His views are pretty much like yours.» Bob Hope No big fan I receive many emails from readers who seek total financial protection from the next financial crisis, global economic crisis or worse, World War III. The ones following my “Stefan’s […]
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VRIC – Will Commodities Be Able to Weather a Recession and Outperform the Market?
Interview with Jesse Day, Tavi Costa and Ronald-Peter Stöferle on how commodities behave in recessions, why the mining sector will outperform the broad market and the likelihood of an impending recession.
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The iPhone/gold ratio 2023
The iPhone/gold ratio 2023 Comparing gold only to fiat currencies can only capture its properties so far. This is why we are regularly comparing gold to other assets, such as Bier or in this case, the iPhone. It is through these comparisons, that the properties of gold such as an inflation hedge can be observed […]
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Advisory Board Call – Q3 2023
Advisory Board Call – Q3 2023 It is with great pleasure that we inform you of the release of our 2023 Q3 Board Call, entitled BRICS – Has the West Sold Out to the DragonBear?, featuring Velina Tchakarova and Jim Rickards.
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Monthly Gold Compass – September 2023
We are happy to present to you our Monthly Gold Compass chartbook for September 2023. It is packed with our most popular charts.