Notz Stucki Broadcasted Investment Conference - 12 January 2021 2020 was one of the most remarkable years for both the global economy and financial markets, witnessing perhaps the largest short term economic collapse ever, followed by governments and central banks unleashing the most enormous stimulus packages ever to offset the…
Equities: focus on sectors & themes In the early days of Notz Stucki, the country was an important factor to cherry pick the best companies for an equity portfolio. Capital markets were more isolated, trade flows were smaller, interest rates differed among countries, and some countries had specific political risks.…
Tesla, the best battery company in the world? It’s been almost 12 years since Tesla sold its first street legal all-electric car and 10.5 years since it’s IPO (the second American car company to do so after Ford in 1956!) and what a ride it’s been. Since the start of…