Journal
March 2021
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Crude Oil
Dear Ladies and Gentlemen In July 2020, I did write a weekly on crude oil. My conclusion at the time was the following: «I believe we will see higher crude oil prices in 12 – 24 months from now, as inventory levels will decrease drastically in H2 ». Massive Price Increase In the meantime, crude oil […]
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Bondquake
Dear Ladies and Gentlemen Many thanks for the feedback to my last weekly. Rising interest rates seem on everyone’s mind. But are the recent bond yield increases really sustainable, and are they even showing a new trend? Jerome Powell Yesterday, Federal Reserve Chairman, Jerome Powell, was interviewed during the “The Wall Street Journal (WSJ) Jobs Summit”. […]
February 2021
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Significant Rise in Yields on the US Bond Market
Dear Ladies and Gentlemen Concerns about monetary tightening in the wake of rising inflation pushed the interest rate on ten-year U.S. government bonds above 1.5 per cent yesterday. Rise in Yields A significant rise in yields on the U.S. bond market led to the highest level in the U.S. government bond market yields since February […]
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Bitcoin
Dear Ladies and Gentlemen As many of you will know, my partners and I live the privilege of reading books, research, articles, newspapers, and magazines to build up our knowledge base continuously as part of our job. We receive much research for free, but we also buy research from external sources and one product we […]