Journal
Juli 2024
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U.S. GDP vs German Consumer Confidence / Spicy / The Paris 2024 Olympics
Good Morning Ladies and Gentlemen „In the end, it’s not the years in your life that count; it’s the life in your years.„ Edward J. Stieglitz (commonly misattributed to Abraham Lincoln) U.S. GDP versus German Consumer Confidence This week’s US gross domestic product (GDP) numbers surprised to the upside, increasing by an annualised […]
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Symbolic Politics in Asset Management / UEFA EURO 2024
Good Morning Ladies and Gentlemen „I never won a fight in the ring; I always won in preparation.“ Muhammad Ali Symbolic Politics in Asset Management There are more styles in asset management than most investors anticipate. In principle, this is fantastic as it allows investors to choose the style of their preference or […]
Juni 2024
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Bank of America / UEFA EURO 2024
Good Morning Ladies and Gentlemen „Tis not unreasonable for me to prefer the destruction of the whole world to the scratching of my finger.„ David Hume Bank of America monthly survey Bank of America (BofA) delivers revealing data from monthly surveys among global fund managers. I like looking at those surveys and seeing these […]
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Crisis? / Milei / Rate Cuts / Elections
Good Morning Ladies and Gentlemen „If printing money would end poverty, printing diplomas would end stupidity.„ Javier Gerardo Milei Your E-Mails I receive more and more e-mails from readers asking where markets are heading. I personally believe markets are reasonably stable. I am not too afraid of an imminent market crash; inflation seems to […]