Mega-trends Push Forward Unabated
To say that 2020 was rich with excitement and surprise is a bit of an understatement; it will go down in history as one of those years...
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Report by McKinsey & Company
- Jan 11, 2021
- 1 min
Banks Steel Themselves for Loan Losses Ahead
The McKinsey Global Banking Annual Review offers research and insights into the global banking industry. Their most recent report...
Frank Suess
- Dec 2, 2020
- 10 min
Brave New World: What the US Election Means for Investors
Nobody expected the 2020 US election to go absolutely smoothly, to quickly result in a clean, confident and universally accepted victory, or
BFI Capital Group
- Nov 30, 2020
- 1 min
GG Digger Quarterly: What the US Election Means for Investors
While the deep, structural damage inflicted by the first round of lockdowns had already darkened the global economic outlook, more...
Frank R. Suess
- Nov 25, 2020
- 6 min
A New Portfolio for the New Era
The virus-induced crisis we are living through bears the potential of shifting our perspective, making it more challenging to concentrate...
Dirk Steinhoff
- Oct 23, 2020
- 5 min
What About the Japanese Stock Markets?
The spectre of “Japanification” has been a concern in western economies for a long time. Copying the “Japanese model” of debt, weak economic
BFI Capital Group
- Oct 23, 2020
- 2 min
Some Perspective on Gold in the New Paradigm
The Bridgewater team has put out an interesting Special Report on gold, which you will find worth your time to read. With their 'perspective
Frank R. Suess
- Oct 19, 2020
- 2 min
On the Brink of a New Era - Join Us for a Series of Fireside Chats
Our latest Special Report, “On the Brink of a New Era – Are You Prepared?” was published recently and we have clearly already hit a nerve.
Frank R. Suess
- Oct 8, 2020
- 3 min
On the Brink of a New Era – Are You Prepared?
We have just released our latest Special Report, a big picture review on the current state of the global economy and geo-politics, and how t
By The Market, NZZ, Interview Edward Chancellor
- Oct 1, 2020
- 8 min
«Prudent Investing is Impossible These Days»
Interview with Edward Chancellor, with Gregor Mast of The Market, NZZ
Financial Historian Edward Chancellor has never observed more bubbles
Bernarda Pesantez
- Sep 18, 2020
- 4 min
First Wealth Tax in the USA?
As we already covered in previous articles, we see financial repression and wealth transfer policies as potential tools that could be employ
Dirk Steinhoff
- Sep 17, 2020
- 11 min
Commodities: A Tectonic Shift Underway
The last decade has presented excellent opportunities and considerable gains for equity investors, as the longest bull market in history, st
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