Woolly thoughts (blog)

In this blog we publish our thoughts on political and social developments that complement our market analyses with timely assessments and provide background information on behavioral finance and sentiment analysis.

From strategist to strategist: share buybacks under the microscope

Print

In a podcast of the series "Strategist & Strategist" (1), which is well worth listening to, colleagues from Flossbach von Storch (FvS) analyse the effects of share buybacks by companies on share prices. The starting point for their reflections was the assertion of many market participants that share prices can be manipulated by buybacks and that these can also be used fraudulently. We also have our thoughts on this topic! We have already presented them many times in our annual outlooks and will supplement them here once again in greater depth.

Read more...

A decision for eternity

Print

Mario Draghi said goodbye to his office yesterday, as he made himself known in office: with a far-reaching monetary policy decision. What does his "decision for eternity" mean?

Read more...

Libra - Big brother is credit you

Print

Facebook has announced that it will establish a new blockchain-based currency from 2020. This is called "Libra" and is intended to bring new freedom in payment transactions, especially where there is no good bank supply so far. We discuss what the new currency lacks to be successful.

Read more...

Waiting for death

Print

In the German language, the word "Rente" not only stands for the pension benefits of pensioners, but is also another term for fixed-income securities (bonds). These were or are securities that offer the owner an annual, usually fixed rate of interest - like a pension. This is no longer the case at present. The deep slide of certain segments of the bond market into negative interest rates, for example german federal bonds, has massive consequences, which will be pointed out and discussed here.

Read more...

Climate change and a market economy - a throw-in

Print

The two biggest challenges of our time, climate change (which is currently being reduced to CO2 savings) and inequality in the distribution of income and wealth, could be tackled with one stone. And all in the sense of a market economy and not a planned economy. And using new techniques like the blockchain.

Read more...

We use cookies to personalize our content, to auto-login to our website and to improve your experience when using it. Cookies used for the essential operation of the site (authorization, language setting or user-security) have already been set. To find out more about the cookies we use and how to delete them, see our privacy policy.

I accept cookies from this site.

EU Cookie Directive Module Information