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Journal

Alle #nonInflatable Advisory Board Gold und Silber IASF / Seasonal Reflections In the Press Inflation Diversifier Fund Präsentationen Research Stefan's Weekly Wissenswertes
Incrementum AGHans G. SchiefenStefan Markus KremethRonald StöferleMark Justin ValekJeannine GrassingerDr. Christian Schärer

März 2019

  • März 19, 2019

    Zurückrudern der Notenbanken spricht für Gold

    Edelmetallexperten sehen in der Kehrtwende etlicher Notenbanken eine Triebfeder für Kursgewinne.

  • März 1, 2019

    A simple calculation

    Dear Ladies and Gentlemen If you belong to the people who pay their bills primarily in Swiss Francs and/or Euros you belong to a rather large cohort of a few hundred million people living most probably somewhere on the European continent. Today, I would like to show you with a simple calculation why I prefer […]

  • März 22, 2019

    Low inflation is going to stay for some time! Readers feedback

    Dear Ladies and Gentlemen My last weekly mail on Japanese conditions in global government bond markets triggered a few messages by readers. Unfortunately the format of my weekly mail doesn’t allow me to publish all of the answers in full length but as usual I am very happy to include some of the ideas and […]

  • März 15, 2019

    Japanese conditions – low inflation is going to stay for some time!

    Dear Ladies and Gentlemen Japanese conditions in global government bond markets are more and more likely. But what does it mean for our investors with reference currency Euro or Swiss Francs, if Germany’s 10-year government bond yields 0% or almost 0%, Switzerland’s 10-year government bond even yields -0.75%. What does it mean, if central banks […]

Februar 2019

  • Februar 22, 2019

    What’s next?

    Dear Ladies and Gentlemen I receive a fair number of messages asking about my view on the markets. As my regular readers all know, I still cannot foresee the future although I am trying hard but so far, I was totally unsuccessful. However, if we take the core messages of my recent weekly mails about […]

  • Februar 22, 2019

    Bargeld schützt vor noch stärker negativen Zinsen – manchen Ökonomen ist es ein Dorn im Auge

    Ronald-Peter Stöferle sagt, Notenbanken wie die Europäische Zentralbank (EZB) steckten in einer Zinsfalle, und es sei wirklich interessant, was im Zuge der nächsten Rezession passieren werde. Negativzinsen sieht Stöferle dabei als «Brachialmassnahme», die allerdings massive Auswirkungen auf den Bankensektor habe. Hohe Negativzinsen würden das kapitalistische Wirtschaftssystem, in dem Zinsen eine wichtige Rolle spielten, komplett ad […]

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