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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
Friday, May 17, 2024 by Mr Schmid|Comment closed
within category Innovation,Server,Semiconductors,S-Curve,Fabs,Gen-Ai,AI,DDR,HBM,AI-Training,CPU,GPU,DDR,NAND,Logic Chips,Flops,Memory
The surge of interest in and use of generative AI translates to higher demand for semiconductors. To cover the ongoing increase to assist the decision-making process, the industry is set to innovate and produce more efficient chipsets. Given the demand configuration, the industry is facing a new S-…
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Thursday, May 16, 2024 by Christoph.Schmid|Comment closed
within category Top-Down View,Economic Outlook,Inflation,Labor Market,Interest rate cycle
Speed read:
Expect the U.S. Federal Reserve (FED) to start interest rate cuts in September.
Higher-than-expected inflation in the first quarter of 2024 reinforced the Fed’s caution and pushed back the rate cuts, initially anticipated for July.
Slowing inflation in the second half of the year …
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Wednesday, May 15, 2024 by Christoph.Schmid|Comment closed
within category AAL,AMSJ,Diversified Mining,BHP,M&A,SOTP,Copper,De Beers
BHP had made the bid for Anglo to cover and exploit synergies in the field of copper at a time when the world is moving away from fossil fuels toward more renewable energy projects and electric vehicles. The demand for cooper is expected to increase by about 20% by 2035.
Anglo American (AAL) reje…
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Monday, May 13, 2024 by Mr Schmid|Comment closed
within category Inflation,FED,Interest rates,Economic outlook,Labor market
Recent US inflation data has caused some concern among retail investors, but the Federal Reserve is still expected to ease policy starting in September. While the immediate risks are skewed upwards, there is no reason to maintain a more defensive stance on interest rates as part of a well-diversifi…
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Friday, April 26, 2024 by Christoph.Schmid|Comment closed
within category Maersk,Panama Canal,Shipping,Climate change
As predicted, the rainy season is arriving at the Panama Canal but is of little help in the immediate future as water levels are ultra-low. Hopefully, they will rise sufficiently to clear up the waterway in time for shipping’s busy time of year.
In January, just about 21 vessels crossed daily the…
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Friday, April 26, 2024 by Christoph.Schmid|Comment closed
within category Consumers,Inflation,Air Freight & Land-based Logistic,e-commerce
Consumers are hooked up with the convenience of e-commerce. It is easy, quick, and comfortable. Customers have fallen in love with the near-instantaneous gratification of online retailing as delivery takes less time than for them to go to the stores, do the shopping, and then return home.

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Saturday, April 20, 2024 by Christoph.Schmid|Comment closed
within category Halvings,Crypto,Bitcoin,Coin,Coin,CBDC,Swiss GDP,Societal behaviour
The total production of bitcoins is limited to 21 million units. Historically, halvings have driven the coin's performance between 290 % and 8447%! This is remarkable for an instrument with zero nominal value.
Out of the 21 million available coins, a little more than 19.5 million bitcoins have alr…
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Friday, April 19, 2024 by Christoph.Schmid|Comment closed
within category Affluent Luxury,Kering,LVMH
Kering has warned that Gucci's sales could fall by almost 20% in the first quarter of 2024, against an expected decline of 6.5%. Gucci has begun renewing its offer to rebuild its commercial momentum, although designer Sabato de Sarno's Ancora collection will take several months to roll out across t…
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Friday, April 19, 2024 by Christoph.Schmid|Comment closed
within category Energy Transition,EV,BMW,VW,Mercedes-Benz
In the EU, new car registrations fell by 5.2% y-o-y in March due to weak demand and high borrowing rates. Volkswagen Group sales fell by 9%, while those of luxury carmakers Mercedes-Benz and BMW dropped by 1.7% and 6.7% respectively. Germany recorded the biggest drop, down 6.2%. However, the result…
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Friday, April 19, 2024 by Christoph.Schmid|Comment closed
within category Affluent Luxury,High-End Luxury,LULU,L'Oreal,Fashion retailers,ULTA
While inflationary pressures globally have broadly eased, driven by lower input prices and less restrictive monetary stances, inflation related to services and wages has remained sticky. Geopolitical tensions in Europe and the Middle East pose risks to a sustained downward path of inflation. Fashio…
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Thursday, April 18, 2024 by Christoph.Schmid|Comment closed
within category Energy efficiency,Basic Materials,China
China's share of global manufacturing capacity is now above 80% in 11 clean-tech segments:
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Thursday, April 18, 2024 by Christoph.Schmid|Comment closed
within category cancer research,Cardiovascular disease
Projected share of new cancer diagnoses in 2024, by gender:
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Wednesday, April 17, 2024 by Christoph.Schmid|Comment closed
within category ASML Holding,ASML,Semiconductor Equipment & Testing
ASML, the Dutch semiconductor equipment supplier, released Q1 earnings. The biggest surprise comes from a very weak order intake. The consensus expected an order intake of €5.1bn, while the effective number is 29% below at €3.6bn.

ASML argues that the order intake is highly volatile and further…
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Wednesday, April 17, 2024 by Christoph.Schmid|Comment closed
within category Energy Transition,Metals and Mining,Iron,Ore,Deglobalization,Sanctions
Last week, the US and the UK announced new sanctions targeting Russian metals: deliveries of new Russian metals supplies into the London Metals Exchange and Chicago Mercantile Exchange warehouses are now banned. It caused a spike in some industrial metals on Monday (aluminum and nickel opened up by…
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Wednesday, April 17, 2024 by Christoph.Schmid|Comment closed
within category Luxury,Affluent,LVMH,European Luxury,Slower Growth
The reading of the most recent LVMH earnings results indicated an organic growth of 3%!

LVMH did not provide any formal guidance nor indications, yet the main comments from the conf call were that the pricing impact was +7% on its revenue and that the current market assumptions are very positive…
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Thursday, April 4, 2024 by Christoph.Schmid|Comment closed
within category Apple,iPhone,Sales Growth,Innovation,AAPL,AMZN,Robotics
Apple’s success is due to the iPhone launched in 2007. Ever since then, no other product line generated more revenue. Still, 17 years after its launch, the iPhone product line generates more than $200 billion in fiscal revenues for the company. It is ultra hard for Apple to come along with a produc…
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Friday, March 29, 2024 by Christoph.Schmid|Comment closed
within category Asia,China,BABA,Alibaba,Cloud,Tencent,Huawei,Cainiao,Trade war,Temu,ByteDance,Economic outlook,Dalio,Share buyback,Jack Ma,E-commerce,PDD,Syngenta AG
It’s hard not to recon Alibaba’s missed fortune. Shares of BABA have lost, since its peak in October 2020, about 75% of its value while other e-commerce platforms have benefited from the consumer spending spree during the pandemic and the move to IIoT.  
To catch up, the management of BABA had an …
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Thursday, March 28, 2024 by Christoph.Schmid|Comment closed
within category Investment outlook,AI,Energy,EPS Growth,Late cycle,Long-Duration Assets,QE,Warehouse and Datacenters
In little less than a ½ year, global stocks are up about 25 percent while at the same time, some companies related to AI were up 50 percent and more. 
Multiple driving forces are moving the market. Firstly, we note that easier financial conditions were positively impacting the market rather than b…
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Wednesday, March 27, 2024 by Christoph.Schmid|Comment closed
within category ATCA,Altice,Credit
The owner of Altice France, Billionaire Drahi, also considered a telecom tycoon, raised the possibility that bondholders may be forced to take larger-than-expected haircuts, increasing price volatility with bond valuations sharply lower. The news overshadowed progress on asset sales and debt refina…
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Monday, March 25, 2024 by Christoph.Schmid|Comment closed
within category XAG,Interest Rates,Interest cut,FED,SNB
This week’s surprise came for the SNB which surprised investors with the first rate cut in developed market. This year, the FED is expected to perform three interest rate cuts. Yet, there is no euphoria in the market which is still hanging around the AI trend. According to GS, provided the power ra…
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