Journal
January 2020
-
Ronald Peter Stöferle @ GRANT’S Podcast
Ronald Stoeferle calls in to discuss pressing monetary matters and to review the investment merits of the Money of Kings.
-
Recession Free Decade
Dear Ladies and Gentlemen Who would have thought that right after the Great Financial Crisis we would see the first decade ever without a U.S. recession? More than ten years have passed since the end of the last U.S. recession, which happened in July 2009. The decade that just ended is actually the first one […]
-
Year-End Competition …and the winner is…
Dear Ladies and Gentlemen! Welcome in 2020! May 2020 be a prosperous, an interesting and a friendly one for all of us. Today I am happy to announce the winner of our year-end competition. The goal was to guess the year-end prices for one ounce of gold in USD, for the S&P 500 and for one ounce […]
-
IASF – Seasonal Reflections – 2020 – Issue No. 1
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund
-
New Product
Dear Ladies and Gentlemen Today I would like to introduce you to a new product, which one of my partners will be launching for Incrementum in due course. I truly hope you don’t mind, but I think the product is interesting, even if only available to professional investors. Please enjoy the following truly concise introduction […]
-
EUROPE’S RENEWED INTEREST IN GOLD
In Europe, institutional and individual investors alike are showing renewed interest in gold. The reasons for this trend are manifold: negative interest rates, the set-back of equity markets in Q4/2018, slowing economic growth, and a growing distrust in the sustainability of the global political and economic order and the stability of financial markets.