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Journal

All #nonInflatable Advisory Board Gold and Silver IASF / Seasonal Reflections In the Press Inflation Diversifier Fund Presentation Research Stefan's Weekly worth knowing
Stefan Markus KremethHans G. SchiefenIncrementum AGRonald StöferleMark Justin ValekJeannine GrassingerDr. Christian Schärer

March 2022

  • March 3, 2022

    March 2022 Monthly Gold Compass

    March 2022 Monthly Gold Compass We are happy to present our Monthly Gold Compass chartbook for March 2022. It is packed full of our usual charts but also contains a special part about the Russian economy since we have seen the start of the Russia & Ukraine war at the latter end of the last […]

June 2021

  • June 17, 2021

    Interview with Dr. Christian Schärer

    Dr. Schärer, over the last few months, a two – track market development can be observed on the uranium market. While there has been little price movement in the physical uranium market, uranium shares have risen quite dynamically. What are the reasons for this differentiated market recovery?

    September 2020

    • September 4, 2020

      The Outperformance of Gold – A Possible Explanation – Summer 2020

      By August 21, the year to date price of gold had gone up a hefty 27%. While many other asset classes experienced difficult times, the gold price not only showed significant resistance against global concerns on political issues, trade disputes, an oil price crash, Brexit, the Covid-19 pandemic, social unrest in the U.S. and other […]

    May 2020

    • May 29, 2020

      Macro Voices #221 Ronald Stöferle: In Gold We Trust

      Ronald Stöferle gave an interview with Erik Townsend and Patrick Ceresna of Macro Voices. Together they discuss the key points and implications of this year’s In Gold We Trust report.

      March 2020

      • Favorit
        March 6, 2020

        In Gold We Trust 2020 – Preview Chartbook

        The fund manager’s reflections on important political and macro topics and how they affect his management of the fund

      • March 18, 2020

        Gold as Equity Diversifier in Recessions

        Despite corona and economic crisis, gold remains a good stock diversifier in recessions. Read about how gold performs in such times and what the future may hold.

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