Ralph Weidenmann, Partner
Financial markets: Some vigorous corrections. Setbacks: Tap them and buy. Gold mines: Still making negative headlines. There were several reasons for the massive equity market slump: Rather disappointing quarterly results (Q1 2013 earnings will close some 1.4% lower than a year ago) Fear of seasonal effects (“sell in May and go away”) Technical factors (underride of key support lines) A >>
Fast track to gas – but how? Get in on setbacks: Luxury equities. Don’t trust the hearsay at the pub. One thing is becoming ever clearer: In the future, energy prices will constitute a site advantage (or disadvantage) because power is a big cost factor for highly energy-dependent manufacturers. The USA leads the pack here, and will attract further companies >>
ABB appeals to investors and financial analysts. Gold loses hedge status – for now. USA to stop oil imports. Despite the polemic surrounding the remuneration of Novartis chairman Daniel Vasella, Novartis shares belong in every portfolio. At least, the 72 million francs packaged in the form of a severance bonus are being returned to the shareholders’ dividend account. After the >>
Lucky start into the new year. Japan’s triple-digit stimulus. Platinum soars after mine outputs decline. The year started with a bang. Launched by the (temporary) consensus in the American budget debate, supported by the homecoming of investors from the holidays (rising volumes), and buoyed by increased liquidity flows into the markets as is generally the case at the start of >>
Regretful look back at missed opportunities and misinvestments. Reassuring outlook to next year: golden times ahead. This last issue of partners’ view for 2012 would be incomplete without a retrospective but also a bold look forward. This includes a critical review of mistakes (mea culpa) but without omitting what was positive. Retrospective We were definitely premature in looking to a >>
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