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Markets 2025: “You can't predict, but you can prepare”
- Date
16. January 2025
Vorbereiten, nicht vorhersagen: Über US-Dominanz, hohe Bewertungen, Diversifikation und antizyklische Chancen.
- Date
16. January 2025
Markets 2025: “You can't predict, but you can prepare”
Vorbereiten, nicht vorhersagen: Über US-Dominanz, hohe Bewertungen, Diversifikation und antizyklische Chancen.
- Date
1. January 2025
Märkte 2024: Ein bewegtes Jahr ohne Richtungswechsel
Ein turbulentes Börsenjahr mit Altbekanntem: US-Tech dominiert, Rezession bleibt aus, Bitcoin boomt – die Musik spielt weiter.
- Date
10. October 2024
RTL share: Dividend instead of ratings record?
The sale of RTL's Netherlands business could offer shareholders a high special dividend - an exciting opportunity despite declining TV relevance.
- Date
4. August 2024
Shaky markets: Recession or summer storm?
For a long time, the stock market was a happy place, but now comes the surprise: the economy is weakening and when it comes to AI, fantasy is gradually giving way to reason. There are some indications that things could get even more uncomfortable.
- Date
8. May 2024
Berkshire Hathaway meeting and VALUE x BRK
The Berkshire Hathaway meeting took place in Omaha last weekend. In addition to the Annual General Meeting itself, many other interesting events took place, including the VALUExBRK conference organised by Guy Spier.
- Date
24. April 2024
AI revolution: High returns guaranteed?
The rise of AI since the end of 2022 has sparked stock market fireworks, especially in tech stocks. It is not only revolutionising the economy, but also art and culture. While many world-changing AI developments still lie ahead of us, the stock market is likely to play a different tune. History calls for caution.
