by Gerhard Massenbauer | Dec 18, 2025 | Analysis, Markets, Multi-currency
Although There Are Many Inconsistencies, There Is no Immediate Cause For Concern Throughout my career, I have consistently adopted critical stances and viewpoints. As a child of the 1980s, I witnessed an incredible upswing in the ’80s and ’90s, which...
by Gerhard Massenbauer | Nov 17, 2025 | Analysis, Markets, Multi-currency
However, the Imbalances are Growing Immeasurably When I read newspaper reports, I am amazed at how some crude ideas take root. For example, we constantly read that the price of gold, which has doubled in the last two years, is clearly a bubble. Gold has increased in...
by Gerhard Massenbauer | Nov 6, 2025 | Analysis, Markets, Multi-currency
Over the past few months, I have repeatedly emphasised that the rise in the USD over the last 15 years was caused by unsecured stock investments. Contrary to the frequent suggestion that foreigners have been withdrawing money from the US in recent months — a claim...
by Gerhard Massenbauer | Oct 17, 2025 | Analysis, Markets, Multi-currency
100% Tariffs Against China are on the Table On Friday evening, I returned to Vienna from the Alpbach Financial Symposium. En route, I saw a news report stating that Trump intended to impose 100% tariffs on Chinese exports and cancel the planned meeting with Xi Jinping...
by Gerhard Massenbauer | Aug 22, 2025 | Analysis, Markets, Multi-currency
And if So, Why? Despite ordering an attack on Iranian nuclear facilities, it is clear that President Trump is pursuing a generally peace-oriented policy. He has put economic pressure on Thailand to end its armed conflict with Cambodia before it escalates into war....
