Journal
October 2026
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The Debt Trap Democracy Cannot Escape
Good Morning Ladies and Gentlemen “Those betting against ‘the house’ keep winning.” Jeffrey Gundlach I recently came across an interesting perspective that I would like to share. Over the past several years, China and the Western economies have faced markedly different macroeconomic environments, resulting in a pronounced divergence in monetary-policy trajectories. In the United […]
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IGWT Monthly Gold Compass – October 2026
We are pleased to present to you the IGWT Monthly Gold Compass for October 2026, which contains a wide range of popular charts.
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Follow the Yield, Own the Cash Flow
Good Morning Ladies and Gentlemen “Hyperscalers have already gone free cash flow negative.” The Wall Street Journal You know, Ladies and Gentlemen, I find it extremely difficult to invest on the basis of macroeconomic outlooks. I have found, time and again, that average macroeconomic scenarios fall far short of capturing the complexity of the […]
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Notes from the Road 2026
After two intensive weeks in Colorado and meetings with more than 60 companies at the Precious Metals Summit in Beaver Creek and the Mining Forum Americas, we return with fresh perspectives and insights. Despite the recent pullback in the gold price, the industry remains constructive and confident: balance sheets are solid, margins are at record […]
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Incrementum Bitcoin Compass – Q4 2026
We are pleased to present the Incrementum Bitcoin Compass for Q4 2026. It is packed with the most important charts centering around Bitcoin.