Tag Archive: newsletter

2-12-26 The Value Rotation Illusion

2026-02-12

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“Value is back,” the headlines say—so investors rush from mega-cap growth into “boring” staples, utilities, and healthcare. But here’s the problem: sector labels aren’t valuation metrics. In many cases, the so-called “value rotation” is an illusion—because investors may be rotating into expensive stocks while selling the actual value hiding inside “growth.” Lance Roberts & Michael Lebowitz break down why value and growth aren’t mutually...

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So viel verdienst Du mit diesen Abschlüssen

2026-02-12

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Consolidation Featured after Yesterday’s Big FX Moves

2026-02-12

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2026-02-12

The general tone in the foreign exchange market is one of consolidation after yesterday’s stronger than expected January jobs data injected volatility into dollar trading. The news stream is light and tomorrow the US reports January CPI. Japan’s markets re-opened after yesterday’s holiday and extended the yen’s recovery marginally and the JGB rally. As JPY152 …

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Air Canada fined for flouting Swiss rules

2026-02-12

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2026-02-12

Air Canada has lost a court appeal against a CHF144,000 fine for transporting nine passengers to Zurich without valid Swiss entry documents. + Get the most important news from Switzerland in your inbox Air Canada has been sanctioned several times by the State Secretariat for Migration (SEM) since 2015 for transporting people to Switzerland who …

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Economic Freedom in Contexts of Crisis: An Austrian Analysis for 2026

2026-02-12

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2026-02-12

Even as much of the political world is trying to direct us to socialism, the failures of that system are not hidden. There is a reason why economic freedom also results in a better life for all, and Austrian economists know that better than anyone else.

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Economic Crisis, Freedom, and Austrian Economics

2026-02-12

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2026-02-12

There is a reason why economic freedom also results in a better life for all, and Austrian economists know that better than anyone else.

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Bad Bunny, Bad Jobs Revisions, and Trump’s Bad Immigration Operation in Minnesota

2026-02-12

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2026-02-12

Joshua Mawhorter joins Ryan and Connor to talk about the dueling Superbowl Halftime Shows, the latest jobs report, and Trump’s deadly and counterproductive deportation operation in Minnesota.

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IW-Ökonomen rechnen für die diesjährige Karnevalssession mit Umsätze von zwei Milliarden Euro 🤑

2026-02-12

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IW-Ökonomen rechnen für die diesjährige Karnevalssession mit Umsätze von zwei Milliarden Euro 🤑 Feierst du dieses Jahr Karneval? Und wenn ja, als was verkleidest du dich? 🎉 🎯 Seit 2015 möchten wir dich dabei unterstützen, Verantwortung für deine Finanzen zu übernehmen und eigene, fundierte Entscheidungen zu treffen. 🔔 Folge uns, um keine wertvollen Tipps mehr zu verpassen! #finanzen #aktie #aktien #etf #etfs #geld #wirtschaft #börse #sparen...

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Swiss home electronics market resumes growth

2026-02-12

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2026-02-12

Sales in the Swiss home electronics sector rose slightly in 2025 following two years of decline. Market researchers expect the recovery to continue throughout 2026. + Get the most important news from Switzerland in your inbox Swiss home electronics retailers generated sales of CHF5.3 billion in 2025, which corresponds to a year-on-year increase of 1.6%. …

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Sensationell: Dänischer Superstar zerlegt Woke Journalisten komplett!

2026-02-12

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🎁 Erhalte bis zu 20 US-Aktien gratis (im Wert von bis zu 800 USD, bis 31.03.) 👉 https://link.aktienmitkopf.de/Depot * ✅ Meine Depotempfehlung Investiere global mit dem Freedom24-Broker: Mehr als 40.000 Aktien und 3,600 ETFs mit transparenter Preisgestaltung Direkter Zugang zu mehr als 20 globalen Börsen Kostenloser persönlicher Assistent und Anlageideen 👉 https://link.aktienmitkopf.de/Depot* Trete der Aktien mit Kopf ProLounge bei und erhalte...

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Sven Schulze: Wer Bürgergeld kassiert muss anpacken…

2026-02-12

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Kostenfreies Video-Training (Durch Trading in 2026 absichern) 👉 http://oliverklemmtrading.com/training Klicke hier, um dich direkt gemeinsam mit Oli unabhängig zu machen 👉 http://oliverklemmtrading.com/bewerbung ►►Mein Zweitkanal (Trading Content): https://www.youtube.com/@oliverklemmtrading/ ►Folge Oli auf Instagram: http://bit.ly/TOInst ►Abonniere Oli auf YouTube: http://bit.ly/Oli-Kanal DIE TRADING COMMUNITY VON OLIVER KLEMM AUF...

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BLS Labor Report Defies Consensus

2026-02-12

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2026-02-12

The delayed BLS employment report came in well above expectations, showing the economy added 130k jobs in January. Furthermore, the unemployment rate slipped to 4.3% versus expectations of a 0.1% increase to 4.5%. The more encompassing U6 unemployment rate fell from 8.4% to 8.0%. The BLS labor report contradicts the monthly and weekly ADP reports, …

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Italian court quashes Swiss industrialist asbestos jail term

2026-02-12

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2026-02-12

A nine-year Italian prison sentence handed out to Swiss industrialist Stephan Schmidheiney, relating to asbestos deaths, has been quashed because the 2025 verdict was not translated into German. + Get the most important news from Switzerland in your inbox The former executive at Swiss company Eternit was handed a nine years and six months jail …

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Vermeide diesen Fehler in der Entnahmephase

2026-02-12

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Vermeide diesen Fehler in der Entnahmephase 📉 🎯 Seit 2015 möchten wir dich dabei unterstützen, Verantwortung für deine Finanzen zu übernehmen und eigene, fundierte Entscheidungen zu treffen. 🔔 Folge uns, um keine wertvollen Tipps mehr zu verpassen! #finanzen #aktie #aktien #etf #etfs #geld #wirtschaft #börse #sparen #anlegen #investieren #investments #finanzmarkt #finanzenverstehen #geldanlage #fonds #börsenhandel #rendite #finanzbildung...

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Epstein Files: Die Verbindung zu Geheimdiensten & der Elite

2026-02-12

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___________📅 Marc Lädt Ein 2026 ___________ ✗ Erlebe den echten Austausch zu Finanzen, Politik und Gesellschaft. Zum vierten Mal lade ich ein zum "Marc Lädt Ein 2026" und du kannst dir jetzt eines der limitierten Tickets sichern! Entweder direkt vor Ort in der Motorworld Metzingen oder digital als Streaming-Ticket. Schnell sein lohnt sich! https://www.marc-friedrich.de/mle26 ___________💰 Investments & Vermögensschutz ___________...

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Swiss voters to decide on initiative to reduce the media licence fee

2026-02-12

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2026-02-12

On March 8, the Swiss will vote on an initiative that wants to almost halve the Swiss Broadcasting Corporation (SBC)’s television and radio licence fee for households and exempt companies from paying it. We explain what the vote is about here: Here is all you need to know about the upcoming votes:

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Swisscom profits shrink after Vodafone Italia integration

2026-02-12

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2026-02-12

The biggest acquisition in Swisscom's history is having an impact on the company's results. Profits at the Swiss telecoms firm plummeted due to the costs of integrating the acquired Vodafone Italia. + Get the most important news from Switzerland in your inbox Net profit fell by 17.6% to CHF 1.27 billion last year, announced Swisscom. …

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Sustainable soy: When collaborating to protect the Amazon backfires  

2026-02-12

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2026-02-12

Commodity firms working together to source deforestation-free soy in Brazil are being investigated under anti-cartel laws. They also risk losing tax benefits due to pressure from powerful farming lobbies. Businesses selling prostheses, gas water-heaters, electricity meters, cement and even tech giants like Apple and Meta have recently come under fire from Brazil’s competition watchdog, the …

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Austrian Economics Advances in the QJAE

2026-02-12

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2026-02-12

New scholarly work is appearing regularly in the Quarterly Journal of Austrian Economics. Here are some articles from the latest issue.

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Wichtige Morning News mit Oliver Klemm #541

2026-02-12

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Kostenfreies Video-Training (Durch Trading in 2026 absichern) 👉 http://oliverklemmtrading.com/training Klicke hier, um dich direkt gemeinsam mit Oli unabhängig zu machen 👉 http://oliverklemmtrading.com/bewerbung ►►Mein Zweitkanal (Trading Content): @oliverklemmtrading ►Folge Oli auf Instagram: http://bit.ly/TOInst ►Abonniere Oli auf YouTube: http://bit.ly/Oli-Kanal DIE TRADING COMMUNITY VON OLIVER KLEMM AUF FACEBOOK (Bisher 6000+...

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