Weekly Market Outlook: Pfäffikon SZ, Switzerland – Investors are obsessed with the Fed’s upcoming interest rate decision. However, this decision is totally irrelevant to serious, long-term investors. In our opinion, a possible rate hike will simply come too early. Therefore, a negative market reaction may not occur. Noteworthy is that without any doubt, a large part of our […]
Pfäffikon SZ, Switzerland – From an investment standpoint investing in an airline company is challenging. An airliner is capital intensive, the competition is brutal and the personnel list is long. For a shareholder this is not an attractive mixture of facts. Yet, there are still successful entrepreneurs in this area, with Richard Branson capturing the […]
Pfäffikon SZ, Switzerland – Vanuit een beleggingsperspectief is een investering in een vliegtuigmaatschappij uitdagend te noemen. Een vliegtuigmaatschappij is kapitaalintensief, de concurrentie is moordend en de lijst met personeel is lang. Voor een aandeelhouder is dit een weinig aantrekkelijke mix van feiten. Toch zijn er succesvolle entrepreneurs in deze tak van sport, waarbij Sir Richard […]
Weekly Market Outlook: Pfäffikon SZ, Switzerland – Lots of good news confirms that there is a market reaction instead of an economic reaction. However, the relationship between stock prices and the real economy is sometimes uncomfortable. The ultimate impact of China is, in our estimation, not that bad; Goldman Sachs predicts, in this context, that […]