Journal
August 2022
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Jackson Hole
Good Morning Ladies and Gentlemen “I believe that children are our future. Unless we stop them now.” Homer Simpson All eyes are on Jerome Powell Today, all eyes will be on Jerome Powell. Will he and the other leaders of the most prominent central banks still take on a hawkish tone, or will they start […]
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Year-End Competition 1. Update
Good Morning Ladies and Gentlemen Your Guesses Wow, Ladies and Gentlemen, some of you seem really bearish, at least for equities. So far, the highest S&P bid came in at 4’482, the lowest at 1’881, with an average of around 3’100. On the other side, most of my readers seem to be optimistic about gold. […]
July 2022
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Large Fortunes were built thanks to the Effect of Compounding
Good Morning Ladies and Gentlemen “Success is guaranteed if the right people make the right decisions and distinguish between hope and illusion when interpreting the facts.” (Lea Ypi, newly interpreted and slightly amended by myself) Our Private Mandates You know, Ladies and Gentlemen, our private clients are solely invested in cash-generating assets. Why is this, […]
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De-carbonisation
Good Morning Ladies and Gentlemen After de-dollarisation, de-globalisation today’s weekly is about my view on de-carbonisation. De-carbonisation has been the keyword in the sustainability strategy of many countries, especially in the West, since the United Nations Framework Convention on Climate Change (COP21) in Paris in December 2015. However, there is a significant challenge; unlike petroleum, […]