Aus dem Journal
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Incrementum All Seasons Fund Seasonal Reflections – 2026/01
Gedanken des Fondsmanagers zu relevanten politischen und makroökonomischen Themen und deren Auswirkungen auf das Management des Incrementum All Seasons Fund.
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„Weu Schifoan is’ des Leiwandste!“ – Das Gold/Skiticket-Ratio 2026
„Weu Schifoan is’ des Leiwandste!“ – Das Gold/Skiticket-Ratio 2026 Noch nie war Skifahren so billig wie in diesem Winter! – So lautet die für alle skibegeisterten Goldanleger höchst erfreulichen Kernaussage der In Gold We Trust-Gold/Skiticket-Ratio. Diese veröffentlichen wir anlässlich der am Freitag beginnenden Hahnenkamm-Rennen in Kitzbühel. Eine Unze Gold kauft mittlerweile 48 Tageskarten, und damit […]
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The Price of Influence: Consequences of Corporate Giving to Politicians
Good Morning Ladies and Gentlemen ”Middle powers must act together because if you are not at the table, you are on the menu.” Mark Carney Last week, I indicated that I would be sharing my thoughts on “The Price of Influence: Consequences of Corporate Giving to Politicians” in this week’s edition of „Stefan’s Weekly.“ […]
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Yen–USD Carry Trade Unleashed: Where Opportunity Meets Risk
Good Morning Ladies and Gentlemen ”I’d rather be an optimist and a fool than a pessimist and right.” Albert Einstein Politicians often grant loyalty to corporations, which can result in rewards or penalties based on political cycles. Being linked to a particular politician may invite regulatory scrutiny or retaliation as political dynamics change. This […]