Journal
February 2023
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Kitco – Interview with Ronald Stöferle
Higher rates in the short term Investors should consider building a strategic position in the gold market, despite expectations of lower gold prices in the near term due to rising bond yields on the short end of the curve. Persistently higher inflation has prompted markets to price in aggressive monetary policy action from the Federal […]
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Quick Competition / Your Thoughts / Asset Classes
Good Morning Ladies and Gentlemen I have a quick competition for you. The first one to answer wins a one-ounce silver coin. Below you will find a sentence fragment from the beginning of the first chapter of a brilliant book, which still has a certain topicality even after having been published initially 25 years ago. […]
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Assisted Thinking
Good Morning Ladies and Gentlemen One of the issues I see when speaking to investors, something I do a lot and genuinely like doing, is what I would call their «assisted thinking». «You must not run after money; you must go towards it.» Aristoteles Onassis Influence Our surroundings, family, friends, the media, social contacts, gurus, […]
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And the winner is
Good Morning Ladies and Gentlemen «We all should want to stay ahead in a fast-paced environment yet always incorruptible and sensitive.» Michael from California won our quick competition. He sent the correct answer, i.e. Fourth Turning by Neil Howe, and William Strauss, 27 minutes after Stefan’s weekly was sent out. He certainly was […]
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Advisory Board Call – Q1 2023
Advisory Board Call – Q1 2023 As the cold subsides, with new year celebrations now firmly in the rear view mirror, we welcome you to the first Advisory Board Call of the year. With a new season comes new challenges and opportunities, and we are excited to have two special guests join us to discuss […]