Journal
June 2025
May 2025
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Incrementum All Seasons Fund Seasonal Reflections – 2025/02
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund.
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The Big Long | In Gold We Trust report 2025
The Big Long | In Gold We Trust report 2025 On May 15, 2025, this year’s – now 19th – In Gold We Trust report was presented at an international press conference broadcast live on the Internet. The authors of the report are Ronald-Peter Stöferle and Mark J. Valek, fund managers from Liechtenstein-based asset manager […]
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Debt Delinquencies / Government Debt / Carry Trade / Interest Rates
Good Morning Ladies and Gentlemen ”The magnitude and speed at which these prices are coming to us are somewhat unprecedented in history.” John David Rainey, Walmart’s CFO In the realm of financial investments, it is essential to recognise that fear can be an inadequate guide for decision-making. Historically, evidence suggests that a long-term investment strategy, […]
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The Very Big, Beautiful Gold Report
Good Morning Ladies and Gentlemen ”There is frustration with a state growing while the infrastructure is rotting.” A quote by a journalist about the situation in Germany The current fiscal policy of the United States administration, the big and beautiful bill, characterised by a combination of tax reductions and inadequate efforts at expenditure reductions, […]