Journal
Juni 2024
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Bank of America / UEFA EURO 2024
Good Morning Ladies and Gentlemen „Tis not unreasonable for me to prefer the destruction of the whole world to the scratching of my finger.„ David Hume Bank of America monthly survey Bank of America (BofA) delivers revealing data from monthly surveys among global fund managers. I like looking at those surveys and seeing these […]
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Crisis? / Milei / Rate Cuts / Elections
Good Morning Ladies and Gentlemen „If printing money would end poverty, printing diplomas would end stupidity.„ Javier Gerardo Milei Your E-Mails I receive more and more e-mails from readers asking where markets are heading. I personally believe markets are reasonably stable. I am not too afraid of an imminent market crash; inflation seems to […]
Mai 2024
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Dissent in Financial Markets
Good Morning Ladies and Gentlemen „If I say something right that the wrong people like, then the right thing doesn’t automatically become wrong.„ Andreas Rebers, cabaret artist Dissent My preferred definition of “dissent” in financial markets emphasizes the value of differing opinions or views between market participants, analysts, or other experts. These variations can […]
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No Appropriate Attitude
Good Morning Ladies and Gentlemen „It’s warmer inside the herd; it can be very cold outside of it.„ Attributed to: Jean Marie Eveillard Last week’s «Stefan’s Weekly» Many thanks to all the readers who sent in their comments. It was overwhelming to receive so many positive emails full of compliments. Many thanks, indeed! Let me take […]