Weekly Market Outlook: Pfäffikon SZ, Switzerland – The recent volatility in the interest rate is often a prelude to more volatility in equities. Slowly but surely the world is heading for an interest rate crisis. Interestingly, the sharp fall in oil price still does not get a grip on the equity markets. The key question […]
Pfäffikon SZ, Switzerland – Beleggers kiezen steeds vaker voor uitersten in hun beleid. De laatste weken heb ik er een aantal voor u aangestipt, hetgeen de ongewone financiële situatie waarin wij ons bevinden enigszins belicht. Investeerders vertrouwen op een gevaarlijke beredenering terwijl een fundamentele onderbouwing ontbreekt. In het verleden heeft zo’n situatie nooit lang stand […]
Pfäffikon SZ, Switzerland – Investors are increasingly choosing extremes in their policies. In recent weeks, I have highlighted some extremes that somewhat expose the unusual financial situation in which we find ourselves. Investors rely on a critical reasoning, also when a fundamental foundation is missing. In the past, such a situation never lasted very long. […]
Weekly Market Outlook: Pfäffikon SZ, Switzerland – Compared to last week, little has changed. Three weeks ago, technical analysts still predicted share price declines, now they are suddenly optimistic; it is very well reflecting the limited value of this approach. Meanwhile, investors are situated at the S&P 500 in a so-called ‘crowded trade’ which is […]