Journal
July 2026
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Bad News Is Good News Again: Why Weak GDP Could Boost Markets
Good Morning Ladies and Gentlemen “It’s impossible to take time off.” Bloomberg Weekend I appreciate your understanding as I express this directly: I believe it is essential for investors to cultivate their own internal filter or “bullshit radar.” In a landscape saturated with narratives, hype, and persuasive storytelling, the capacity to critically evaluate claims […]
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Incrementum Bitcoin Compass – Q3 2026
We are pleased to present the Incrementum Bitcoin Compass for Q3 2026. It is packed with the most important charts centering around Bitcoin.
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More Than The Magnificent Seven and Some Hidden Risks
Good Morning Ladies and Gentlemen “Our Attention Economy has been taken to its extreme. People are shouting nonsense, and no one even blinks. But that doesn’t mean it isn’t nonsense.” Peter Atwater Michael Arone from State Street suggests that we should not overlook the importance of recent earnings results simply because they appear concentrated. […]
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IGWT Monthly Gold Compass – July 2026
We are pleased to present to you the IGWT Monthly Gold Compass for July 2026, which contains a wide range of popular charts.
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Beyond Forecasts: The Investor’s “Bullshit Radar”
Good Morning Ladies and Gentlemen “It’s impossible to take time off.” Bloomberg Weekend I appreciate your understanding as I express this directly: I believe it is essential for investors to cultivate their own internal filter or “bullshit radar.” In a landscape saturated with narratives, hype, and persuasive storytelling, the capacity to critically evaluate claims […]