Journal
July 2021
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Uranium as a Source of Energy
Dear Ladies and Gentlemen This week’s Incrementum advisory board meeting, hosted by my partner Ronni Stöferle, was all about uranium as a source of energy, undoubtedly a controversial topic for many people. Incrementum’s Chairman, Dr Christian Schärer, held a presentation on the subject. Key Argument The investment case for uranium as a source of energy […]
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Thoughts
Dear Ladies and Gentlemen Many thanks for your messages and for sharing some of your investment ideas and concerns with me. Bob, John, Tom, Roger and Peter thank you very much for your extensive messages! Thoughts on Cash The following thoughts I have shared in one way or the other with some of my readers. […]
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Quarterly Reporting
Dear Ladies and Gentlemen Every quarter, I am reporting to our private clients on an individual basis. I thought it might be of interest to you to receive excerpts from the latest reporting. I left all individual comments away and the part about changes to the individual portfolios. Introduction The second quarter of 2021 was convincing on many […]
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Mister Nassim Nicholas Taleb
Dear Ladies and Gentlemen I received some messages to my last weekly mail and one, by Jan, was extraordinary in the sense that it contained questions of great deepness. I am not sure if I have been able to reply to Jan expectedly, but even if not, it was inspiring to me thinking about the […]