Journal
September 2022
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O’zapft is! The gold/Oktoberfest beer ratio 2022
O’zapft is! The gold/Oktoberfest beer ratio 2022 The leaves slowly begin to change colour, and the hot weather of summer is replaced by the changeable autumn. It is precisely this time of year that once again drives thousands of people, young and old, to the Munich Oktoberfest. There is plenty to eat, fairground rides and […]
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Those presumed dead live longer
Good Morning Ladies and Gentlemen Many thanks for your messages and compliments on my last post. Many of you, like myself, seem to have warm memories of watching Groucho Marx and his brothers decades ago. U.S. Dollar (USD) Since the great financial crisis about fifteen years ago, I have read one book, some research and […]
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Incrementum All Seasons Fund Seasonal Reflections – 2022/04
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund.
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Schrödinger’s US-Dollar
Schrödinger’s US-Dollar Tavi Costa of Crescat Capital interviews Ronald Stöferle at this year’s Precious Metals Summit Conference located in Beaver Creek, CO. Together they discussed the current market setup. They discuss an interesting point, that the US-Dollar currently seems to be strong and weak at the same time.
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The new reality & gold
The new reality & gold Ronald Stöferle and John Hathaway had a keynote discussion at this year’s Precious Metals Summit in Beaver Creek. They talked about the comparisons between the Stagflation of the 1970s, the current dynamics surrounding the Federal Reserve as well as the new reality we face, which could benefit gold to a […]
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Update IGWT22 Chartbook
Update IGWT22 Chartbook This year’s In Gold We Trust Report was published several months ago. These months have been characterised by great turbulence. We have therefore updated some of the most important charts of this year’s report.