Journal
September 2018
June 2018
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Stefan’s weekly: One Defensive Equity Market
Dear Ladies and Gentlemen I am looking at the markets and I am surprised. There are so many reasonably intelligent and well-informed people out there with a negative view on markets looking for a crash to happen. Usually an equity markets crash does not happen when the markets have come down roughly 10% over the last […]
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Stefan’s weekly: Central Bank Action
Dear Ladies and Gentlemen Most Central Banks’ goal is price stability, which basically means they want to keep inflation under control. There may be other goals as well, like for example the U.S. Federal Reserve System also and explicitly takes unemployment into the equation. Ever since the financial crisis ten years ago, Central Banks are […]