Journal
June 2023
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Financial Sense Newshour Podcast – Long-Term Investors Are Preparing for a Monetary and Geopolitical Showdown
Podcast mit Cris Sheridan and Ronald-Peter Stöferle Link to Podcast: https://www.financialsense.com/podcast/20604/long-term-investors-are-preparing-monetary-and-geopolitical-showdown-says-ron
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«Stefan’s weekly» meets «In Gold We Trust» Report
Good Morning Ladies and Gentlemen «We have identified three major showdowns: 1. The Monetary Policy Showdown, with the central banks leading. 2. The Geopolitical Showdown between the West and the emerging BRICS. 3. The Showdown in the Gold Price.» Ronald P Stöferle and Mark J. Valek, In Gold we Trust report, 2023 edition […]
May 2023
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Crash Influencers
Good Morning Ladies and Gentlemen «The crash influencers who run their investment funds earn money themselves with expensive tips.» NZZ am Sonntag; May 21, 2023 Perception Financial markets are all about perception, at least short-term and bad news sells better than good news; I understand that. However, even with this in mind, and […]
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Incrementum All Seasons Fund Seasonal Reflections – 2023/02
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund.