Journal
April 2019
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Ronald Stöferle: Inflation und Rezession als Gamechanger für die Edelmetalle
Ronald Peter Stöferle spricht über: 1) Das Vertrauen bröckelt… 2) Das Vertrauen in die Notenbanken beginnt zu bröckeln… 3) Status Quo Gold und Commodities 4) De-Dollarization: Bröckelndes Vertrauen in die Dollar-Hegemonie 5) Quo Vadis, Aurum?
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Environmental, Social and Governance (ESG) friendly (Part one)
Dear Ladies and Gentlemen In last week’s part one on ESG investing, I shared some very basic information on ESG investments. Today I would like to point out some of the difficulties one faces when investing in ESG-friendly products. However, the short format of my weekly mail will not allow me to go into the topic […]
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Yield or how to receive cashflows in a negative yield environment
Dear Ladies and Gentlemen I received a few mails on my very provocative statement that house pets, farming and children produce an enormous amount of greenhouse gases. I was provocative on purpose. It was my intention to trigger some reactions. I received two mails on the indirect financing of (nuclear) weapons via government bonds. It […]
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Active Rebalancing of Bitcoin Improves Portfolio Performance
Similar to the gold standard, cryptocurrencies are competing to become the dominant digital store of value protocol. A mixed gold and bitcoin portfolio has had a higher risk-return performance than single asset portfolios because of the low correlation between gold and bitcoin. Combining the gold and bitcoin portfolio with rebalancing bands, allows investors to manage […]
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Premiere für den ersten AIF-Farbedelsteinfonds der Welt
Anleger, die aus Diversifikationsgründen etwas „ganz Anderes“ für ihr Portfolio suchen, könnten Edelsteinfonds, im speziellen Farbedelsteinfonds, interessant finden. Ein entsprechendes Produkt wird derzeit von Incrementum neu in Deutschland und Österreich angeboten.