Journal
February 2020
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Coronavirus COVID-19 Global Cases by Johns Hopkins CSSE
Ladies and Gentlemen The following link was sent to me by one of my clients who is a medical doctor. Please look at it for your convenience: https://gisanddata.maps.arcgis.com/apps/opsdashboard/index.html#/bda7594740fd40299423467b48e9ecf6 The interpretation of the numbers is up to you. For myself I can only say that I am somewhat surprised that the mainstream media is not mentioning recovered cases […]
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Zero-interest world makes inflation inevitable
Interview by Fergus Hodgson and Brien Lundin from the “Gold Newesletter” website with Ronald Peter Stöferle, 20 February 2020
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Incrementum Inflation Diversifier – Advisory Board Call – January 2020
This quarter’s advisory board call was different than usual. Instead of having our usual guests, we invited all five partners from Incrementum to discuss their background, their investment style and best investment ideas for 2020 and the new decade.
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Perception
Dear Ladies and Gentlemen COVID-10 has received coverage in the media for approximately two months by now. However, the effect it developed over the last two weeks was rather unpleasant for financial markets’ participants. While in the beginning people were looking at the news and thinking the poor people in China had a problem, suddenly […]
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What the Incrementum partners think
Dear Ladies and Gentlemen Today I would like to share a transcript with you. It is a rather long transcript, and this is why I will keep it short here. It is a transcript of a meeting the partners of Incrementum conducted some two weeks ago. We were discussing about financial markets and some of […]