Monthly Report

How can you measure current investor sentiment? That’s the question Howard Marks asked in his new memo…

Since November 2022, Artificial Intelligence (AI, artificial intelligence) has been a hot topic due to the launch of ChatGPT…

Last weekend in Omaha, the annual “Woodstock of capitalism,” Berkshire Hathaway’s shareholder meeting once again took place….

In March, several positions surrendered some of their returns from the first quarter. April, however, resumed its momentum…

After an optimistic start in January, financial markets have since taken quite a feather…

Where 2022 was dominated by declining markets, 2023 got off to an optimistic start. Economists rapidly adjusted their estimates…

At the end of 2021, we as partners had a different presentation of the first calendar year

Recently, I was approached for an interview by the website Let Us Compound…

Attached please find the monthly report, in which we share our views on conditions in the financial markets…

Attached please find the monthly report, in which we share our views on conditions in the financial markets…