Journal
July 2022
June 2022
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Finally
Good Morning Ladies and Gentlemen After Wednesday’s Fed meeting, hope germinated for a temporary end to the wave of selling on the financial markets. On Thursday, the tender plant of this budding hope was destroyed by the interest rate hike by the Swiss National Bank. Falling Financial Markets Few people are happy about falling financial […]
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Arbitrary Designation
Good Morning Ladies and Gentlemen I receive a fair amount of messages from people asking me if the «crash» will continue or if this was it and I think my last Stefan’s weekly on “peak pessimism” triggered some additional messages in this respect. So now, Ladies and Gentlemen, thank you very much for writing to […]
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Because we are bad at predicting the future
Good Morning Ladies and Gentlemen On Sunday June 19, 2022 I sent one of my regular updates to our private clients. I feel like sharing it with you. Enjoy the read: “Dear customers Last week, our portfolios also suffered from the financial market slumping. The German stock index DAX stands at -18% for the current […]
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The best performing asset?!
The best performing asset? Ronald Stöferle joins Mike Maloney to discuss some aspects of this year’s In Gold We Trust report under the title “Stagflation 2.0” They focus on the long-term performance of gold and the possibility of a large price increase. They also answer the question if gold is a good performing asset.