Journal
September 2024
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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 […]
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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.
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Right on track for gold price to hit $4,800
Gold is not yet at the euphoria stage, but the metal’s rally has legs, said Ronald-Peter Stoeferle, managing partner at Incrementum AG. On Tuesday, Stoeferle spoke to Kitco Mining at the 2024 Precious Metals Summit Beaver Creek in Colorado. Incrementum AG is an independent fund and asset management company based in Liechtenstein.
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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 […]
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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.