English
Interview

«This is a Frankenstein Experiment That’s Gone Bad»

Marc Cohodes is one of the most feared short sellers on the planet. He explains why his artful profession is becoming increasingly tough, which stocks he is currently betting against and where he spots opportunities on the long side. He also has a clear opinion on the Wirecard accounting fiasco.
Christoph Gisiger

«Underneath the Surface Trouble Is Brewing Once Again»

Larry McDonald, publisher of the investment research service The Bear Traps Report, warns that this crisis is far from over. He spots growing tensions in the credit markets and thinks that large public borrowers like Italy and New York State are in need of massive bailouts.
Christoph Gisiger
Interview

«This Is a Perfect Environment for Gold»

Fred Hickey, editor of the investment newsletter «The High-Tech Strategist», warns that the stock market is still in a bubble. The veteran investor says why he avoids red hot technology stocks like Amazon and instead bets his money on gold mining companies.
Christoph Gisiger
Interview

«I Just Hope That We Let All These Zombie Firms Go Bust»

Jonathan Tepper, Chief Investment Officer of Prevatt Capital, warns that today’s unprecedented monetary stimulus programs make the financial system more vulnerable. He advocates a quick re-opening of the economy, and spots attractive investment opportunities in travel-related companies such as Expedia and Zurich Airport.
Christoph Gisiger
Interview

«It’s Just a Given That We Will Win This War»

Bill Smead, founder of Smead Capital Management, is betting on a world after the pandemic. The value investor from Seattle anticipates a new boom in the US housing market, spots opportunities in Berkshire Hathaway and American Express, and explains why he’s avoiding allegedly safe names such as Coca-Cola and Procter & Gamble.
Christoph Gisiger
Die Meinung

Short Sellers' Short Revenge

The recent market plunge was short sellers’ paradise. Is it an offence to make gains on the back of a disaster? The point is, attempts at banning them, let alone closing markets, are misguided and can’t be warranted.
Myret Zaki
Die Meinung

Captured Western Governments Are Failing the Coronavirus Test

In deciding on possible countermeasures, residents of Western democracies often hear only two opposite perspectives: Is the priority to minimize the loss of human lives, or to minimize the impact that the countermeasures might have on the economy? Even the simplest cost-benefit analysis suggests that the US government should be willing to spend up to $65 trillion and lock down the country to avoid extra deaths.
Luigi Zingales