Journal
January 2026
-
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 […]
-
Multiple Existential Crises
Good Morning Ladies and Gentlemen ”We cannot add days to life, but we can add life to days.” Young woman at the funeral service in Crans-Montana Politics often focuses intensely on the present while remaining largely indifferent to the future. This oversight is especially concerning as it ultimately impacts our children and grandchildren. Ladies […]
-
IGWT Monthly Gold Compass – January 2026
We are pleased to present to you the IGWT Monthly Gold Compass for January 2026, which contains a wide range of popular charts.
-
Incrementum All Seasons Fund Seasonal Reflections – 2026/01
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund.
-
“Weu Schifoan is’ des Leiwandste!” – The Gold/Ski Pass Ratio 2026
“Weu Schifoan is’ des Leiwandste!” – The Gold/Ski Pass Ratio 2026 Skiing has never been as cheap as it is this winter! – This is the highly encouraging key message for all ski-loving gold investors from the In Gold We Trust Gold/Ski Pass Ratio. We are publishing this on the occasion of the Hahnenkamm races […]
-
And the Winner is?
Good Morning Ladies and Gentlemen ”More than 30% of U.S. market capitalisation now trades above 10x sales.” GMO (Grantham, Mayo, Van Otterloo & Co. LLC) Who won? Finally, and once again, the sleepless nights are over; it is time to declare our year-end competition winner. As every year, the data comes from Finanz und […]