Journal
December 2024
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The Pioneer: Gold auf dem Weg zu 4.800 Dollar
To listen to the full podcast, click here.
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Rate Cuts All-Around
Good Morning Ladies and Gentlemen ”What exactly is your ‘fair share’ of what ‘someone else’ has worked for?” Thomas Sowell The ECB Base Rate Cut Expectation The European Central Bank’s (ECB) monetary policy meeting scheduled for yesterday, December 12, 2024, brought no surprises. Expectations were for a rate cut of 25 basis points, reducing […]
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Year-End Competition / One Last Push
Good Morning Ladies and Gentlemen ”I love Christmas. I receive a lot of wonderful presents I can’t wait to exchange.” Henny Youngman The year-end is approaching, and I thought this would be a good time to look at current prices and where we are with our year-end competition. S&P So far, the highest […]
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Incrementum All Seasons Fund Interim Management Commentary – 18.12.2024
The fund managers’ reflections on important political and macro topics and how they affect his management on the fund.
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Incrementum All Seasons Fund Season’s Greetings – 2024
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“Gold tut was es soll, es erhält die Kaufkraft”
Ronald-Peter Stöferle, Fondsmanager und Geschäftsführer der Incrementum AG sowie Herausgeber des jährlichen Goldreports In Gold We Trust, spricht im Interview über den Paradigmenwechsel im Goldmarkt, die Auswirkungen der Trump-Ära sowie die Zukunft des US-Dollars und des Euros. Abschließend erläutert er die zentrale Funktion von Gold: den Erhalt der Kaufkraft, die laut verschiedener Indikatoren in einigen […]