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.
The speed is increasing. Asia, long since a pivot and focal point, continues to gain political and economic significance. There are not only bad news–like those from Korea–but also good news from China.
Korea
Kim Jong-un, as I have learned this week, apparently has lived in Switzerland for 11 years. He speaks Berner Dütsch [a form of Swiss German spoken in the city of Bern], can sing songs from...
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I. Volatility
Securities that fluctuate more present a bigger risk than securities that fluctuate less.
Generally, the security with the lower fluctuation is preferable if the return is the same. The most common measure for the fluctuation of securities is volatility. It is calculated from historical market prices. Other influencing values are not taken into account. A timeframe commonly used to...
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Europe has remarkably stabilized politically. Macron as Napoleon-like president of the République Frainçaise–a few months ago many didn’t even dare dreaming of this. Balkan route… what was that again–a travel tip from the German chancellor?
In brief: politically Europe has proven significantly more stable than most–especially on Wall Street–thought.
Whether now, however, is the right time to start...
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Swell
Swell is an old disturbance of the sea; in a manner of speaking an old, outbound sea, whose driving force (the wind) no longer has an effect. Swell waves have a long wavelength. Especially approaching storms give themselves away long in advance by a swell from one direction.
No one anticipated Jeremy Corbyn, but it looks like Theresa May’s call to the polling stations holds the potential to...
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The stock markets have entered yesterday – not quite unexpectedly – a correction phase, which the press links to the White House.
Our first preliminary assessment of the situation is based on the following hypotheses:
Republicans will only really consider an impeachment when Donald Trump’s politics endanger the re-election of numerous members of Congress. Because the election is not until the fall...
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This will keep us preoccupied for a while. First worldwide Islamism, then populism, and now – practically through the backdoor – the performance of a new generation. Not at the club but rather at the control levers. A global phenomenon that presents a pleasant contrast to Erdogan and other oldies.
What does that have to do with us? More than you may think. Those who have been at the stock market...
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Typically, it goes like this: More risk, more reward—less risk, less reward. Or, in other words: no risk, no fun. Who dares wins.
When this principle doesn’t apply, the ratio between return or performance and the necessary risk is asymmetrical.
In April 2017 we saw another constellation—as has been the case repeatedly in the past 12 months—with an asymmetrical risk-reward ratio.
Buy and hold...
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Musketeers
was the term for a part of the army’s infantry. This term is derived from the word “musket,” a weapon used from the 16th century to the mid-19th century. The end of the use of muskets by the army coincides with the advancement of the term musketeers in entertainment. The novels written by Alexandre Dumas from 1844 were a frequently used template for Hollywood flicks, particularly in the...
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Numerous elections are coming up—like tomorrow in Holland, as the country is oftentimes called in colloquial speech. The use of the term “Holland” as pars pro toto for the country Netherlands has been common since the 17th century when the county Holland came to be the most influential province in the Netherlands. The fact that with the capital Den Haag and the economic center Rotterdam two of the...
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Donald Trump fills the newspapers, shocks the establishment, and puts the fear of God into do-gooders of all countries. Consider the following three aspects:
1.
Schumpeter
Austrian economist Schumpeter became world famous by describing the process of “creative destruction,” which is inseparably connected with all new creations. What Schumpeter has described for the eonomy and what oftentimes...
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