Journal
September 2024
-
The Fed’s Path Forward
Good Morning Ladies and Gentlemen <p style=”text-align: center;”><em>”There may be more beautiful times, but this one is ours.”</em></p> <p style=”text-align: center;”><strong>Jean-Paul Sartre </strong></p> <h3><strong>ISM</strong></h3> On Tuesday, the stock markets declined following Monday’s Labor Day closure. Tech stocks, susceptible to economic changes, were impacted by discouraging sentiment data from the industry. The Purchasing Managers’ Index […]
-
Monthly Gold Compass – September 2024
We are happy to present to you our Monthly Gold Compass for September 2024. It is packed with our most popular charts.
-
Interest Rate Cuts are good for Equities
G Good Morning Ladies and Gentlemen ”More jargon equals more bullshit, and more bullshit equals more billable hours.” Phil Elwood Cut Number 1 As anticipated, the ECB has reduced the deposit rate by 0.25% to 3.5%. This action positively influenced European financial markets, while currency markets remained relatively stable. Following ECB chief Christine Lagarde’s […]
-
Incrementum All Seasons Fund Seasonal Reflections – 2024/03
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund.