Journal
March 2020
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First positive signs?
Dear Ladies and Gentlemen Many thanks for your kind messages to my last weekly mail “Full Stop or the Road to Zero”. I think there are some first positive news out there, but they are not yet strong enough to stand up against the bad news. Still, Apple announced the successful reopening of all of […]
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What do you expect?
Dear Ladies and Gentlemen Many thanks for the plentiful and positive feedbacks I had received to my last “weekly”. I was amazed to see that so many of you were thinking along the same lines. Now once again I would like you to have a look at the following link by the Centre for Systems […]
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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. […]