Journal
April 2020
March 2020
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Year-End Competition
Dear Ladies and Gentlemen Interesting times demand for an interesting competition! Let us have another year-end competition. I know it is still early in the process, but I think you will like the challenge. I hope for a few bold predictions. Those who follow my weekly mails for some time will know, that I don’t like […]
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Full Stop or the Road to Zero
Dear Ladies and Gentlemen Today’s weekly “Full Stop or the Road to Zero” covers some of the thoughts I was sharing with our investors during the course of the week. I was writing two mails to our private clients this week. I tried to explain what had happened in financial markets and what my thoughts were. […]