Journal
March 2020
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Incrementum Inflation Signal Turns to Falling Inflation Momentum – All Eyes on the “Mother Of All Stimulus Programs”
We hereby want to inform you that as of last week our proprietary inflation indicator has switched to a “FALLING INFLATION” signal from a “50% RISING INFLATION” signal.
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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
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Gold: a hedge against future policy misfires
Dear Ladies and Gentleman, we are pleased to see that we were mentioned in the Financial Times in an opinion piece by David Stevenson. He talks about Golds as an asset during turbulent times and also about how Gold is good investment in times of big central bank interventions.
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Gold: a hedge against future policy misfires
Sehr geehrte Damen und Herren, wir freuen uns, dass wir in der Financial Times in einem Meinungsartikel von David Stevenson erwähnt wurden. Er spricht über Gold als Vermögenswert in turbulenten Zeiten und auch darüber, dass Gold in Zeiten großer Zentralbankinterventionen eine gute Investition ist.