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Gold and Bitcoin: Still a Valuable Addition to Your Portfolio?
As explained in the last blog, both gold and Bitcoin are currently reaching new price highs – despite the fact that neither asset is yielding any returns, and the current interest rate level is certainly a headwind for non-yielding assets. Nevertheless, the prices of gold and Bitcoin – sometimes referred to as ‘digital gold’ – … Continued
Learn moreGold and Bitcoin: here we go again.
In the shadow of new record highs on the stock markets, the prices of gold and bitcoin have climbed to new highs. This is surprising as, with positive interest rates, investments without a yield component – such as gold or Bitcoin – should be facing headwinds. How can it be that both have reached new … Continued
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Debt: limited room for maneuver also for governments.
Our latest blog highlights the massive unrealised losses and record high debt of the US.
Learn moreInvestments in gold part 2: so where does the demand come from?
In the second part of our blog series on gold, we discuss why the gold price remains stable even though it has come under pressure.
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Investments in gold part 1: despite the rise in interest rates?
In the first part of our blog series on gold, we examine the gold price in the light of real interest rates.
Learn moreShare price development part 3: And then there are alternatives.
In part 3 of our blog series on equity performance, we take a look at alternative investments.
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Share price development part 2: Is so much growth to be expected?
In the 2nd part of our blog series on share performance, we look at expected earnings growth.
Learn moreShare price development part 1: and suddenly so much confidence.
…and yet the potential for negative surprises has increased.
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Lack of market breadth – are recession fears apparent?
What are the actual reasons for the US equity market growth in the first quarter of 2023?
Learn moreUS debt ceiling debate – and every day is groundhog’s day.
The latest blog is about the recurring bickering on raising the debt ceiling in the US.
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