Unless the US stops printing money, the dollar will collapse
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Unless the US stops printing money, the dollar will collapse

Interview with Patrick Barron – Part II of II Claudio Grass (CG): This crisis has shaken a lot of industries and core functions of the global economy and international trade. How do you assess its impact on the most important part of the machine, the banking system? Do you see…

US election: Red flags for investors
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US election: Red flags for investors

Part II of II Outlook and wider impact As showcased during the debates and in the entire campaign rhetoric, politicians in the US but also in Europe, are solely focused on promoting solutions that only serve to paper over the problems and address the symptoms of the disease. From “covid…

US election: Red flags for investors
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US election: Red flags for investors

Part I of II The implications of the upcoming US election are obviously very important not just for American citizens, investors and ordinary savers, but for the rest of the world too. Economic, fiscal and monetary developments and trends that take place in the US influence the global economy in…

Switzerland – The safest haven from the Covid storm
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Switzerland – The safest haven from the Covid storm

Switzerland remains a “special case” As we now enter fall and the news cycle continues to be dominated by Covid-related stories, the “second wave” and new lockdowns and restrictions being enforced all around the globe, hopes of a swift recovery have by now completely evaporated in all rational investors’ minds….

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We don’t have to kill the king, if we just can ignore the king

“The right of self-determination in regard to the question of membership in a state thus means: whenever the inhabitants of a particular territory, whether it be a single village, a whole district, or a series of adjacent districts, make it known, by a freely conducted plebiscite, that they no longer wish…

“The U.S. economy felt like a balloon in search of a needle” – Part II
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“The U.S. economy felt like a balloon in search of a needle” – Part II

Interview with Robert Mark: Claudio Grass (CG): In this surreal policy environment, how has the role and the investment process of the value investor evolved, especially over the last decade?  How can one still identify value in a world of subsidized binge borrowing, extreme indebtedness, and stock buybacks?  Robert Mark (RM): The…

“The U.S. economy felt like a balloon in search of a needle” – Part I
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“The U.S. economy felt like a balloon in search of a needle” – Part I

Interview with Robert Mark As we move deeper and deeper into this covid crisis, more and more people understand that there’s a lot more to fear besides the disease itself. As the economic impact and the full scale of the damage caused by the lockdowns and the shutdowns become undeniable,…

You cannot print your way to prosperity – Part II
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You cannot print your way to prosperity – Part II

Interview with Theodore Deden Claudio Grass (CG): Looking at the damage inflicted upon supply chains, production facilities and global trade in particular, how quickly could these operations snap back even if all COVID-related restrictions were lifted tomorrow? Do you think we’ll eventually get back to business as usual, or have…

You cannot print your way to prosperity – Part I
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You cannot print your way to prosperity – Part I

Interview with Theodore Deden There might be a lot of conflicting opinions and disagreement these days about the right way to get out of this current crisis and to rebuild our economy and our society. One the very few things we can all agree on, however, is that the challenges…