Journal
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.
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Advisory Board Call – Q2 2023
Advisory Board Call – Q2 2023 It is with great pleasure that we inform you of the release of our 2023 Q2 Board Call, entitled Save like a Pessimist, Invest like an Optimist, featuring the remarkable Russell Napier.
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Showdown | In Gold We Trust report 2023
Showdown | In Gold We Trust report 2023 After a long time of work, great efforts and not a few sleepless nights, it is a special pleasure for us to present this year’s In Gold We Trust report in all its richness. We would like to thank our Premium Partners and the whole team, who […]
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Valid Thoughts on the Concept of Fiduciary Duty
Good Morning Ladies and Gentlemen «The1930s depression was wide, deep, and prolonged because there was no international lender of last resort.» (The World in Depression, 1929-1939, Charles Kindelberger) Valid thoughts on the concept of fiduciary duty In his latest edition of the «Seasonal Reflections», my partner Hans elaborates on his trip to the […]