Category Archive: 2) Swiss and European Macro

Main Author George Dorgan
George Dorgan
George Dorgan (penname) predicted the end of the EUR/CHF peg at the CFA Society and at many occasions on SeekingAlpha.com and on this blog. Several Swiss and international financial advisors support the site. These firms aim to deliver independent advice from the often misleading mainstream of banks and asset managers. George is FinTech entrepreneur, financial author and alternative economist. He speak seven languages fluently.
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Opportunites in the luxury sector

2012-07-06

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The luxury sector looks promising as the Emerging Markets represent now 40% of the global luxury items consumption. In this video Caroline Reyl, Senior Investment Manager, explains how the Chinese consumers will drive growth and profitability for luxury brands.

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Only 17% of German voters in favor of Eurobonds

2012-07-04

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2012-07-04

  Voters are strongly against many other European utopias The newest poll of the Forsa institute, here in the left-wing Stern and the conservative Welt, shows that Germans are strongly against Eurobonds and many more European “utopias”, as we called it. The German chancellor Angela Merkel recently connected her life with the fulfillment of the voters wish to …

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Wolfgang Münchau, FT: Merkel was the winner of the Euro summit

2012-07-02

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2012-07-02

Wolfgang Munchau
  Wolfgang Münchau endorsed many of our arguments Wolfgang Münchau, Financial Times, has endorsed many of our arguments of our Friday's opinion  about the Euro summit where we stated that there was nothing really new. Münchau even claims that "The real victor in Brussels was Merkel."

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Frank Schäffler – Rede zur Verabschiedung von Fiskalpakt und ESM

2012-06-29

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Frank Schäffler spricht vor dem Deutschen Bundestag in der Debatte zur Verabschiedung des Fiskalpakts und des ‘”Europäischen Stabilitätsmechanismus” (ESM)

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At the Euro summit there was nothing really new. What was the party about ?

2012-06-29

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2012-06-29

Europart2
At the euro summit today there was essentially nothing what was really surprising. We wonder what markets are so excited about.

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Frank Schäffler – über Fiskalpakt und ESM (Interview)

2012-06-28

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Frank Schäffler im Interview – ESM und Fiskalpakt als Mittel gegen die Eurokrise? Interview von Tom Aslan http://www.youtube.com/user/TomBoSphere — http://www.tombosphere.de http://www.facebook.com/tombosphere http://www.twitter.com/tombosphere

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Merkel: ‘No Eurobonds as Long as I Live’, Hollande: ‘Eurobonds will take up to 10 years’

2012-06-27

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2012-06-27

Eurobonds
  German chancellor Angela Merkel today confirmed the content of our article that Eurobonds are pure utopia. She vows  "No Eurobonds as Long as I Live".

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The relevance of hedge funds

2012-06-25

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Some people wonder if the hedge fund industry is less performant because it has reached full capacity. Nicolas Campiche gives his views and explains what we should expect for the future and why hedge funds have a role to play in portfolios.

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Can Merkel stop the Eurobonds ? German “Der Focus” on Eurobonds

2012-06-24

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2012-06-24

Eurobonds2
  The German "Der Focus",one of the most successful weekly magazines, titles "Can Merkel stop the Eurobonds ?" Der Focus claims that Eurobonds have the following issues:

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Frank Schäffler SEITENWEISE: „Ethik der Geldproduktion”

2012-06-22

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Frank Schäffler stellt im Rahmen der Serie „Frank & Frei: Seitenweise” das Buch „Ethik der Geldproduktion” von Jörg Guido Hülsmann vor und erläutert seine Aktualität. http://www.frank.schaeffler.de/

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Eurobonds, fiscal union or banking union are all pure utopia

Eurobonds dare pure utopia SNBCHF.COM
Eurobonds are light years away.Germany wants the following order: 1) Euro Plus Pact 2) Fiscal Compact 3) ESM 4) Political union 5) Fiscal union 6) Eurobonds

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Frank Schäffler – SEITENWEISE – Geschichte und Freiheit

2012-06-15

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Frank Schäffler stellt im Rahmen der Serie “Frank & Frei: Seitenweise” das von Alexander Dörrbecker herausgegebene Lord-Acton-Brevier “Geschichte und Freiheit” vor und erläutert seine Aktualität.

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Frank Schäffler: Rede zur Riester-Rente

2012-06-15

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Quelle: http://dbtg.tv/fvid/1748916

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Spanish bailout: history repeating

2012-06-13

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In this video Alexandre Tavazzi explains why the markets continued on a downward path after the Spanish bailout plan was announced.

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History repeats: Bismarck & the customs union with Austria-Hungary (in German)



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Frank Schäffler – SEITENWEISE – “Noch eine Chance für die Soziale Marktwirtschaft”

2012-06-08

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Frank Schäffler stellt im Rahmen der Serie “Frank & Frei: Seitenweise” das Buch “Noch eine Chance für die Soziale Marktwirtschaft” vor und erläutert seine Aktualität.

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Thilo Sarrazins neues Buch erscheint

2012-06-03

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Ein Beitrag des Deutschlandfunk vom 22.05.2012 – Erzeugt mit AquaSoft DiaShow für YouTube: http://www.aquasoft.de

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The German supply-side reforms or will German companies take over the PIIGS ?

2012-06-02

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2012-06-02

Greece vs. Eastern E
Words heart on German street in 2010 during the first Greek bailouts were that Germany should obtain the Greek islands as collateral if Greece is not able to pay back the debt to Germany. But even today German n-tv is reporting about many Greek real estate brokers that are currently delling islands. If it is not that type … Continue...

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Frank Schäffler – SEITENWEISE – “Sozialdemokratische Zukunftsbilder” von Eugen Richter

2012-06-01

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Frank Schäffler stellt im Rahmen der Serie “Frank & Frei: Seitenweise” das Buch “Sozialdemokratische Zukunftsbilder” von Eugen Richter vor und erläutert seine Aktualität.

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Debt crisis: selecting assets

2012-05-31

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We are getting very close to a potentially defining moment in the European crisis. The catalyst of course will be whether or not Greece stays in the common currency, a decision that might be triggered by the Europeans or the Greeks themselves. Unfortunately for investors, that outcome is extremely difficult to predict. It is a … Continue...

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