From the Journal
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Beyond Forecasts: The Investor’s “Bullshit Radar”
Good Morning Ladies and Gentlemen “It’s impossible to take time off.” Bloomberg Weekend I appreciate your understanding as I express this directly: I believe it is essential for investors to cultivate their own internal filter or “bullshit radar.” In a landscape saturated with narratives, hype, and persuasive storytelling, the capacity to critically evaluate claims […]
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A Fragile Calm: Geopolitics, Central Banks, and the Search for Common Ground
Good Morning Ladies and Gentlemen “They make a wasteland and call it peace.” Tacitus With United States President Donald Trump, who recently marked his 80th birthday, having publicly proposed a potential agreement with Iran on 39 separate occasions, it is clear that not only financial markets but also a wide range of stakeholders across […]
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Incrementum Bitcoin Compass – Q3 2026
We are pleased to present the Incrementum Bitcoin Compass for Q3 2026. It is packed with the most important charts centering around Bitcoin.
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On Power, Markets, and the Art of Living with Uncertainty
Good Morning Ladies and Gentlemen “Our feelings, it seems, are characterised by our deep immersion in the present and, consequently, by a certain indifference towards the future.” Eva Illouz The current U.S. government under President Trump, it seems, has successfully unsettled not only the United States’ traditional allies in Europe and Asia but also […]