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12. May 2023
Market Commentary April 2023
The day will come when Democrats and Republicans will no longer agree on the debt ceiling in the United States. Both…
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12. April 2023
Market Commentary March 2023
In early March, Silicon Valley Bank, a bank specializing in high-tech companies and start-ups, ran out of steam. Shortly…
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8. March 2023
Market Commentary February 2023
In the short term, it is still the expectation of future interest rate policy, inflation and unemployment rates that…
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9. February 2023
Market Commentary January 2023
Overall, contrary to expectations, global liquidity (M2) has increased over the last few months. Since the end of…
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26. January 2023
The big picture: Paradigm Shift
The world is returning to normal. TINA is once again a woman's name. The term FOMO finds its place in the books of…
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8. November 2022
Inflation Immunisation with Stocks - Is enhanced return generation possible?
Given our analysis at the stock level, we see that value stocks, in particular, have done very well. More-over, most of…
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19. April 2022
COVID-19
Die Krise kam für viele unerwartet und heftiger. Im Januar war Mr. Market noch der Ansicht, dass es sich bei CoV 2…
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