Journal
Juli 2020
-
Rebalancing the Crude Oil Market
Dear Ladies and Gentlemen Energy prices are an essential pillar in any economy. I am generally interested in energy prices as such; today, however, I would like to focus on crude oil and on what can be expected on the crude oil price front over the next 12 – 24 months. Crude oil’s price development, […]
-
Inertia
Dear Ladies and Gentlemen Inertia is a tendency of doing nothing or remain unchanged. It can be synonymously used with words like inactivity, passivity or inaction. In most cases, inertia is terrible. We can find inertia everywhere also in the financial industry. Inertia in the financial industry may lead to severely insufficient returns. I am […]
-
IASF – Seasonal Reflections – 2020 / 07
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund
-
Ronald Stöferle im Interview mit Mike Maloney
Ronald Stöferle im Interview mit Mike Maloney Ronald Stöferle und Mike Maloney unterhielten sich über Rohstoffe und ihre Zukunft als Investment. Sowie allgemeine Investmentstrategien.