Journal
September 2024
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Are Interest Rate Cuts still good for Financial Markets?
Good Morning Ladies and Gentlemen ”I fear that there is no voluntary return in the history of mankind.” “The Count” in Robert Musil’s The Man Without Qualities (first edition) U.S. Federal Reserve The U.S. Federal Reserve Bank has responded to the recent slowdown in inflation by implementing its first key interest rate cut in […]
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Advisory Board Call – Q3 2024
Advisory Board Call – Q3 2024 With great pleasure, we inform you of the release of our Q3 2024 Advisory Board Call: “The Grand Part of Bitcoin’s Current Halving Cycle” – with Chris Kuiper and Plan B.
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Interest Rate Cuts are good for Equities
G Good Morning Ladies and Gentlemen ”More jargon equals more bullshit, and more bullshit equals more billable hours.” Phil Elwood Cut Number 1 As anticipated, the ECB has reduced the deposit rate by 0.25% to 3.5%. This action positively influenced European financial markets, while currency markets remained relatively stable. Following ECB chief Christine Lagarde’s […]
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Notes from the Road
After nearly two weeks in the U.S., attending and speaking at two of the most important events in the mining sector – the Precious Metals Summit (Beaver Creek) and the Gold Forum Americas at the Denver Gold Show (Colorado Springs) – we are back with renewed focus and insights that we are eager to share […]
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O’zapft is! The Gold/Oktoberfest Beer Ratio 2024
O’zapft is! The Gold/Oktoberfest Beer Ratio 2024 Tomorrow, Saturday, September 21, it’s that time again. The Mayor of Munich, Dieter Reiter, will perform the traditional beer tapping at the 189th Oktoberfest. All eyes will be on him, counting out loud how many strokes he needs to drive the tap into the wooden barrel. The exuberant […]
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Right on track for gold price to hit $4,800
Gold is not yet at the euphoria stage, but the metal’s rally has legs, said Ronald-Peter Stoeferle, managing partner at Incrementum AG. On Tuesday, Stoeferle spoke to Kitco Mining at the 2024 Precious Metals Summit Beaver Creek in Colorado. Incrementum AG is an independent fund and asset management company based in Liechtenstein.