Journal
February 2021
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Is the crack up boom imminent?!
Is the crack up boom imminent?! Ronald Stöferle talks to Daniela Cambone of Stansberry Research about bitcoin, gold, inflation and the possible upcoming crack up boom.
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IASF – Seasonal Reflections – 2021 / 01
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund
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About Perception
Dear Ladies and Gentlemen I receive a fair amount of messages from readers puzzled by the performance of equities markets. The arguments are similar, high valuation, Covid-19 crisis not priced in yet, general public suffering from lockdowns, etc. While I understand the arguments, the reality is much more about perception. Let me elaborate quickly: Financial […]
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Significant Rise in Yields on the US Bond Market
Dear Ladies and Gentlemen Concerns about monetary tightening in the wake of rising inflation pushed the interest rate on ten-year U.S. government bonds above 1.5 per cent yesterday. Rise in Yields A significant rise in yields on the U.S. bond market led to the highest level in the U.S. government bond market yields since February […]
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How to Profit from Volatility
Dear Ladies and Gentlemen My partner Mark J. Valek coined the term volatility harvesting, and after my last weekly on cryptocurrencies, I would like to offer to you, Mark’s view on how to take advantage of a highly volatile asset class and explain what is behind «volatility harvesting». Mark is head of digital assets at Incrementum AG. Volatility […]
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Bitcoin
Dear Ladies and Gentlemen As many of you will know, my partners and I live the privilege of reading books, research, articles, newspapers, and magazines to build up our knowledge base continuously as part of our job. We receive much research for free, but we also buy research from external sources and one product we […]