Journal
Juli 2020
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Gold im Bullenmarkt
Gold im Bullenmarkt Ronald Stöferle und Jochen Staiger unterhalten sich über Gold, Minenaktien sowie Prognosen für die Zukunft.
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Corrigendum
Dear Ladies and Gentlemen Many thanks for your messages on my weekly mail on crude oil. I received many positive feedbacks. Thank you very much. However, my old friend Mark noticed a mistake. I wrote: „Venezuela’s daily production stands at roughly 600 million barrels per day, while in 2017 they were producing 1.9 million on average […]
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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, […]
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Advisory Board Call – Q3 2020
This quarter’s advisory board call we talk about the coming election, the possible collapse of the dollar and many more topics. This time our special guest was Jesse Felder.
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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