Journal
November 2024
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Zuri-Invest Night 2024: Ronald Stöferle – The New Gold Playbook
At the Zuri Invest Night 2024 held at the Mandarin Oriental in Zurich, Ronald-Peter Stöferle gave a presentation entitled “The New Gold Playbook.” The presentation explored a paradigm shift in the gold market, identifying new key players and future prospects. It also covered trends in gold prices following interest rate reversals, offering both short-term and […]
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Monthly Gold Compass – November 2024
We are happy to present to you our Monthly Gold Compass for November 2024. It is packed with our most popular charts.
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Inflation / Energy and Prosperity / Question for the Weekend
Good Morning Ladies and Gentlemen ”The best obtainable version of the truth.” Bob Woodward U.S. Inflation Data This week’s U.S. inflation data for October showed an increase from 2.4% in September to 2.6% in October. This result is owed to a base effect that was generally in line with expectations and provided the US […]
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Finally
Good Morning Ladies and Gentlemen ”Power without abuse loses its charm.” Paul Valéry Finally The US election campaign seems to have lasted forever, but it finally ended this week. On Tuesday, November 5, voters decided that former President Donald Trump would succeed President Joe Biden in the White House. They also determined the future […]
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Rising Yields? / Elections’ Impact on Financial Markets
Good Morning Ladies and Gentlemen ”Art is like oxygen.” Marina Abramović Rising yields? I was asked why yields are rising in the U.S., and I am happy to share my view. It seems many market participants are selling some of their bond holdings before the elections (= yields are rising) as a hedge against a […]