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Welcome to our blog – a place to discuss and exchange thoughts and ideas about iX-7 Asset Management SA, the stock markets and all matters relating to wealth management.


Articles
Saturday, October 1, 2022 by Mr Schmid|Comment closed
within category Economic cycle,Interest Rates,Prologis,Duke Energy,CenterPoint,Economic outlook,Warehouse and Datacenters
The other day, I came across an article about the ever-biggest margin call to come. It was argued that value stocks, bonds, and properties would correct by law of economics; …. Hmm, this sounds like a big time, real alarming story! Let’s go to the facts.



The Central Bank actions, aka monetar…
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Wednesday, September 28, 2022 by Mr Schmid|Comment closed
within category Investment Grade,Bonds,Bonds
Developed market (DM) central banks (CB) clearly have a hawkish stand on interest rates in order to combat rising inflation. Yet, we believe that the market has overdone somehow the move and in short-term, yields for High Quality fixed income instruments should not go up any further. We expect that…
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Tuesday, September 27, 2022 by Mr Schmid|Comment closed
within category PANW,IT Services
The economic weakness going on for close to a year now has hit all growth stocks, irrespective of their sustainable growth outlook. PANW is a high-value growth opportunity in the field of cybersecurity, which is a basic necessity for any IT network provider. Given this, the business model of PANW g…
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Tuesday, September 27, 2022 by Mr Schmid|Comment closed
within category Square,V,MA,PYPL,Consumer credit,AfterPay,Visa,Mastercard,Paypal,Contactlesss Payments
The FinTech force in commerce and consumer finance



Square (renamed Block) specializes in innovative payment hardware and software solutions for merchants as a payment aggregator and merchant acquirer. Through its Cash App mobile payment platform, Square provides financial services to consume…
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Monday, September 26, 2022 by Mr Schmid|Comment closed
within category Nvidia,CPU,GPU,Li Auto,Baidu,Geely,Hyundai,Jaguar,BMW,Tesla,Mercedes
The autonomous vehicle (AV) industry is developing into a near-trillion-dollar secular trend over the next decade; the long-term opportunity is massive. The peer group in this segment includes Micron, AMD, C3Ai, Mobileye (Intel), Renesas and Qualcomm, amongst other smaller players. Nvidia’s AV 6-ye…
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Sunday, September 18, 2022 by Mr Schmid|Comment closed
within category Economic outlook,China,CPI,Middle East
GPD – Economic Growth
Investors are obsessed with global growth. Fears of recession in the US and in Europe are on the forefront of all discussions. As of now, it is clearly assumed that Europe will fall into a mild recession in the course of 2023, while the US will most likely escape. In both con…
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Wednesday, September 14, 2022 by Mr Schmid|Comment closed
within category CPI,Inflation,Sharia compliant,Investment opportunities
On the back of year-over-year headline consumer price index of 8.3%, the S&P500 corrected by 4.3 % while at the same time the TBs corrected (the 2-year TB yields at 3.74 % and the 10-year TB is at 3.41%), and the USD rallied versus the major currencies.


With inflation staying stubbornly high, …
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Saturday, September 3, 2022 by Mr Schmid|Comment closed
within category China,Supply Chain,Technology Disruption
With China still under regional lockdown and factory closures because of lacking power, there is a growing concern about a renewed supply chain break-up. Chips aren’t the only product constraint at hand when it comes to equipment. According to some research papers, articles that are short of supply…
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Friday, September 2, 2022 by Mr Schmid|Comment closed
within category China,Economic outlook,Boiler room
On the back of COVID restrictions, the worst heatwave in 60 years, a slowly unfolding real estate crisis, and US sanctions focusing on technology parts, China’s economic growth forecasts have been downgraded further. And things may become worse before better, as the heatwave is adding unexpected st…
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Tuesday, August 30, 2022 by Mr Schmid|Comment closed
within category Crypto,CryptoWinter,Currencies,Digital Currency
I was told that it was a +/- $2 trillion wipeout. The still-unfolding crypto winter, which leveled an entire blockchain’s ecosystem, a large hedge fund, a couple of crypto lenders, and an untold number of retail investors, sent crypto’s total market capitalization plummeting to less than $800 billi…
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Monday, August 22, 2022 by Mr Schmid|Comment closed
within category China,Apple,Foxconn,Intel,Volkswagen,Tesla
Southwest China is currently experiencing power shortages due to a severe drought and heatwave. Officials in Sichuan, which is a key manufacturing base for companies involved in the production of solar panels and semiconductors, also ordered power rationing at homes, offices and malls in 19 of the …
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Saturday, August 20, 2022 by Mr Schmid|Comment closed
within category XAU,XAG,Precious Metals,Short-term
Weak gold and silver prices on the back a rising dollar and higher yields.
Precious metals traded weaker this week as the global macro-economic outlook has improved. The USD found a renewed strength and bond yield were up, which were the main drivers for the pressure on the precious metals. We als…
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Friday, August 19, 2022 by Mr Schmid|Comment closed
within category SMIC,INTC,ASML,7731,TSCM,005930,Samsung
Last month, China’s largest chipmaker—Semiconductor Manufacturing International Corporation (SMIC)—surprised semiconductor observers when it announced it had acquired the technology to produce advanced 7-nanometre semiconductors. However, the question remains: how much money will the company be inv…
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Monday, August 1, 2022 by Mr Schmid|Comment closed
within category Egypt,GCC,Debt to GDP
The war in Ukraine generates some spillovers in Egypt: the already large current account deficit is expected to widen, with the country being somehow lacking, as of now, to attract sustainable forms of external financing. Consequently, the central bank is required to stick to flexible exchange rate…
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Friday, July 8, 2022 by Mr Schmid|Comment closed
within category Asset Allocation,Long-Duration Assets,Inflation hedge
As we are heading towards 2023, supply chain issues, war in Ukraine, ongoing COVID-19 lockdowns in China, persistent inflation, and rising interest rates / per se capital costs for corporations continue to be the key challenge for financial markets in 2023. Ever since Spring 2020, markets have gone…
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Wednesday, July 6, 2022 by Mr Schmid|Comment closed
within category Economic outlook,Credit,Credit outlook,Equity market,European economic recovery
The markets closed out the quarter mostly down on concerns of a) a lingering conflict on the border of eastern Europe, b) accelerating inflation, and c) recession. As we roll into the 3rd quarter, all major indexes have flirted with or succumbed to bear markets. A bear market is generally defined a…
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Tuesday, July 5, 2022 by Mr Schmid|Comment closed
within category CFR,Richemont,Online luxury companies
The shares of Richemont have underperformed peers significantly over the past five years. There are though a number company specific catalysts that could help shares rerate in the near term. They are centered around the: improved brand recognition. Therefore, we expect a narrowing discount with to …
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Tuesday, July 5, 2022 by Mr Schmid|Comment closed
within category LVMH,Consumer Discretionary
LVMH’s broad product and geographic mix make it the investment vehicle of choice for Investors looking for diversified exposure to the global high-end luxury goods sector. LVMH is the unique provider of such.

Increasing brand recognition for the group’s flagship Louis Vuitton and Dior brand …
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Tuesday, July 5, 2022 by Mr Schmid|Comment closed
within category Consumer Discretionary
The best luxury stocks include strong brands & high operating margins. Among them, LVMH and Richemont tend to have good potential of growth. The recent rebound – over the past month – after the drop of their performances YTD make us believe that it’s a good entry point.
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Tuesday, July 5, 2022 by Mr Schmid|Comment closed
within category Precious Metals,Gold,Silver and gold crash
Today, the EUR moved closer to parity against the USD; with one euro trading for about $1.025, its lowest level since 2002. Many analysts have said it is only a matter of time before the euro reaches parity with the dollar. The European economies struggle with high inflation, labor unrest and turmo…
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