Georg Oehm
Entrepreneur with a faible for braces & shorts (as clothes and investments) who believes in personal development of people & proper and hard work to solve problems & organise projects. Focus on negotiations and investing – always with the end in mind.
His current macro view was the subject of an interview at the Sohn Conference and an article on TheMarket by Mark Dittli.
«Betting on a soft landing is a very very long shot»
A key statement by Druckenmiller can be summarized as follows:Remember, normally a rate hike cycle does not end until the fed funds rate is above the inflation rate. That happens either because the inflation rate falls...
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The coronavirus crisis has impacted many areas of life but only few as dramatically as the global travel and tourism industry. What used to be top destinations of city tourism have been especially hard hit.
The cities in Europe most overrun by tourists before corona according to Forbes Magazine were Venice, Dubrovnik, Barcelona, and Prague. With only 50,000 residents and 25 million visitors...
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The current macro situation is characterized by much uncertainty about the future development. Too many of the events have no historic examples.
Outlook
The past hasn’t seen a global shutdown. We simply have no experience with how the reopening will work, which challenges it’ll bring, and how all this will impact the economy in the medium and long term. The same is true for the counter...
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During my banking apprenticeship at Dresdner Bank I learned that there are different departments in the stock exchange business, all responsible for distinctly different aspects. Starting at breakfast, it was instilled into the young analysts that thinking long-term was key. The traders, they said, aren’t capable of it—three hours are long-term for them.
At the farewell party of two administrative...
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I’m not talking about panic.
Relax.
This has never been as important as it is TODAY.
Remaining calm is the first civil duty. Continue—but with open
eyes!
Panic buying is nonsense in my opinion. If something will remain open, it’s the
grocery stores and pharmacies.
With what we’re currently experiencing, three questions arise:
1. What do we need to do today?
Bergamo is an indicator....
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Even as London’s mayor Boris wasn’t getting around by boat. | Shutterstock #430581442
In his column “The freebooters from the island | What the Brits’ new course looks like”on n-tv on December 30, 2019, Peter Littger holds the opinion that “Johnson’s strategy of a global British freebooting consciously aims at deception, nontransparency, strife—inward as well as outward […] Boris Johnson...
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The fund performance since the repositioning of the fund in the spring was very positive, especially in comparison to DAX, EURO STOXX 600 as well as the Peer Frankfurter Aktienfonds für Stiftungen and MainFirst Top European Ideas.
High gains in 2019 can be partially ascribed to the stark decreases in the previous fourth quarter of 2018. Indexes have clearly developed better over a...
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Upon recommendation of the initiator Mellinckrodt & Cie. AG, the administrative board of Mellinckrodt 2 SICAV has decided to initiate the liquidation process for the company and the fund.
1. What does this mean for the investors? As of today, the fund is closed for the issuance and redemption of stock certificates. This is necessary to ensure the equal treatment of investors. Thus, the liquidation...
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Passive investment vehicles continue to change the stock markets. But that doesn’t mean that decisions no longer have to be made—on the opposite. As soon as you decide to invest the part of the money that you want to invest in stocks not only in ETFs on the MCSI world index, investment-relevant questions arise: how many stocks from which country, which industries or sectors and—particularly important—what...
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What is important for fund investors
1. No imminent crash
The strong recovery of stock prices in the first quarter has returned U.S. markets to all-time highs. This, however, does not apply to all sectors of the stock market, especially not in Europe.
2. Focus on LONG stocks
Consequently, individual securities with a focus on Europe are offering significant potential for recovery....
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