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Columns archiv:

Here we go again, I guess

MAGA is awesome – at least for Europe

When Governments Think Like Corporations – A Case Study of U.S.-Inc.

Each Chaos bears opportunity

Energy Plus

How to turn scrap into profits

Riding the pig cycle

Is the baby boomer boom coming to an end?

2025: It will work out fine

Salzgitter: The takeover is self-financing

ESG: A good idea with side effects

How to build up a fortune

Is the small caps rally coming late?

Car industry in distress! A buying opportunity ?

Stock market top – economy flop

Investing is a walk in the park

Volatility, risk or opportunity?

Age limit for asset managers?

How to deal with value traps

Källenius won’t destroy Mercedes either

Against the tide for better performance

Liquidity glut for share holders

The stock market – a casino without a zero?

More than just a cherry blossom?

Selected European bank shares remain attractive

We are stagnating. Maybe it’s better that way!

Consumers well, companies well – what’s the problem?

Value approach, no need to fix it!

Finally, it will all come to a happy end

Advance lump sum taxation

2024: Interest rate joys and economic concerns

Follow the lemmings – or rather your own conviction?

High interest rates favor value investments

Hype investments have rarely proven successful!

Numbers do not lie!

Euroland equities: No need to worry!

Stocks, pig prices and the paternoster

The right moment for auto suppliers

From the post office to outer space – growth is not indefinite

Europe’s stock markets are massively underrated!

The cost-average effect: A clever strategy or just an expensive myth?

Equity allocation: the best of both worlds

When dividend payments do not make sense

When skyrocketing valuations no longer matter

The Gaulish chanticleer – proud and strong

Sustainable investing: When only confusion prevails

Banking crisis? It pays to take a differentiated look!

„Bella Italia!“ – an El Dorado for Deep Value

Banks – unrecognized real value gems

Hooray, interest rates continue to rise and stay high!

Interest rate turnaround will continue to boost value stocks in 2023

„Beware of ego-shooters”

„Stock markets 2023 will not be easy, but will be good”

Big Oil turns green(er)

Family businesses: The „G“ problem with ESG scores

„Many banks are coming through the crisis better than feared!“

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