From the Journal
-
IGWT Monthly Gold Compass – August 2026
We are pleased to present to you the IGWT Monthly Gold Compass for August 2026, which contains a wide range of popular charts.
-
When the Headlines Are Loudest, Fundamentals Matter Most
Good Morning Ladies and Gentlemen “Tesla doesn’t sell more cars than any other automaker. It isn’t more profitable than the competition, either. But investors continue to give it a market capitalisation equal to the combined value of the next 37 largest automakers.” The Wall Street Journal Overtaken by Events Whenever I reflect on the […]
-
The Bond Market’s Inflation Warning
Good Morning Ladies and Gentlemen “Thursday a week ago, Microsoft’s market capitalisation increased more than any company’s ever has in a single day. It jumped 16% to add $450 billion to its value — that alone is larger than 96% of the S&P 500 companies or the entire stock market of South Africa.” Bloomberg Tech In […]
-
Incrementum All Seasons Fund Seasonal Reflections – 2026/03
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund.