Journal
Februar 2025
Januar 2025
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European Equities / Common Sense / Liz Taylor
Good Morning Ladies and Gentlemen ”Put on some lipstick and pull yourself together.” Elizabeth Taylor In our increasingly complex world, many individuals seek simple explanations for a wide range of issues. It’s all too easy to assign blame to a single person or group for problems such as unemployment, inflation, pandemics, and other […]
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Year-End Competition 2024 – and the winner is
Good Morning Ladies and Gentlemen ”History is often characterised not by deterministic power relations, but by tragic mistakes arising from the belief in enticing yet harmful narratives.” Yuval Noah Harari (translated from German into English by myself) Who won? Finally, and once again, the sleepless nights are over; it is time to declare our […]
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Central Bank Action / Economic Growth
Good Morning Ladies and Gentlemen ”Just the facts, Ma’am.” Joe Friday, Dragnet Last Week’s “Stefan’s Weekly Thank you for the feedback on last week’s edition of “Stefan’s Weekly”. Before getting into today’s topic, let me add another comment to last week’s discussion. Politicians need to prioritise their service to the state, which encompasses the needs […]
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Bringing Jobs Back To The U.S.
Good Morning Ladies and Gentlemen ”Our species can only survive if we have obstacles to overcome. You remove those obstacles. Without them to strengthen us, we will weaken and die.” Captain James T. Kirk I believe it is time to examine the likelihood of President-elect Trump’s promise to bring manufacturing jobs back to the […]