Journal
November 2022
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Life Out of Balance
Live Out of Balance Ronald Stöferle gave a keynote presentation at this year’s Zuri-Invest under the title “Koyaanisqatsi” or “Life Out of Balance” in which he goes over how markets and the world are currently out of balance and in dire need of stabilization.
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The demise of the 60/40 Portfolio
The demise of the 60/40 Portfolio Ronald Stöferle wrote an article for Gold Switzerland, in which he described the main reasons for why the classic 60/40 portfolio has been hammered the last year. Let us take a quick look at the main points.
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Year-End Competition third and final update
Good Morning Ladies and Gentlemen Admin Today I have to start on a personal note. As you know, in every «Stefan’s Weekly» I am writing the following at the end: « As always, please share your opinion with me, but please do not forget (instead of hitting the reply button) to send your messages to: smk@incrementum.li […]
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U.K. under pressure?
Good Morning Ladies and Gentlemen In his iconic book «The Sun Also Rises» or «Fiesta», Ernest Hemingway’s character Michael Campbell (Mike) is asked how he went bankrupt, and this is his answer: «Two ways. Gradually, then suddenly.» Brexit In 2018 I was asked to share my view on BREXIT, which led to an article […]
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Having, wanting, and the history of bull markets
Good Morning Ladies and Gentlemen «After a time, you may find that having is not as pleasing as wanting. It is not logical but is often true». Spock, Star Trek, Season 2, Episode 1 – Amok Time, 1968 Dinner with friends I had this interesting discussion with friends over dinner. Four couples, tasty food, great […]
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The multipolar world
The multipolar world Ronald Stöferle was interviewed by BullionStar. The discussion focused on the plethora of problems, that both Europe and the United States face. A special focus was laid on inflation, the coming recession, the US-Dollar as well as the shift towards a multipolar world.