Journal
May 2023
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Advisory Board Call – Q2 2023
Advisory Board Call – Q2 2023 It is with great pleasure that we inform you of the release of our 2023 Q2 Board Call, entitled Save like a Pessimist, Invest like an Optimist, featuring the remarkable Russell Napier.
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Monthly Gold Compass – May 2023
We are happy to present to you our Monthly Gold Compass chartbook for May 2023. It is packed with our most popular charts.
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Valid Thoughts on the Concept of Fiduciary Duty
Good Morning Ladies and Gentlemen «The1930s depression was wide, deep, and prolonged because there was no international lender of last resort.» (The World in Depression, 1929-1939, Charles Kindelberger) Valid thoughts on the concept of fiduciary duty In his latest edition of the «Seasonal Reflections», my partner Hans elaborates on his trip to the […]
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Tipping Point?
Good Morning Ladies and Gentlemen «The best way to destroy the capitalist system is to debauch the currency. By a continuing process of inflation, governments can confiscate, secretly and unobserved, an important part of the wealth of their citizens.» John Maynard Keynes One last hike? It seems most of my readers think this was […]
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Last Hike?
Good Morning Ladies and Gentlemen Today’s financial press, research, and analysts’ comments were full of reasons why yesterday’s interest hike by the U.S. Federal Reserve was the last one for this interest rate cycle. Before sharing my view on this topic with you, let me quickly go back to last week’s Stefan’s weekly. Your comments Many thanks, […]