Journal
May 2019
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Gold in the Age of Eroding Trust
Dear Ladies and Gentlemen They did it again! As every year, my partners Ronni Stöferle and Mark Valek have invested a considerable amount of time into what we believe to be the most extensive research piece that has ever been written on gold. The narrative of this year’s edition is “Gold in the […]
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Inescapable Realities of Prosperity
Dear Ladies and Gentlemen One of my readers sent me a link to an article he published on LinkedIn. I think the article is fundamentally sound, proposes some of his very personal interesting ideas and assumptions and is well written. I have thus asked him permission to publish his article or the link to his article […]
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Michael J. Burry
Dear Ladies and Gentlemen Michael J. Burry is an American, physician, investor, and hedge fund manager. He was founder of the hedge fund Scion Capital, which he ran from 2000 until 2008. Burry was one of the first investors to recognize and profit from the subprime mortgage crisis and became famous when he was portrayed in […]
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There is no magic!
Dear Ladies and Gentlemen There is no magic! Financial well-being and prosperity need a minimum amount of economic growth. You know, I received a fair amount of positive feedback to Anton’s article on increased productivity and economic growth thanks to cheap and all time readily available (fossil) energy and again, Ladies and Gentlemen, there is […]
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In Gold we Trust
Dear Ladies and Gentlemen I am happy to announce that our yearly report “In Gold we Trust” on monetary policies and gold will be published on May 28, 2019. Please have a look at our website and maybe even the teaser video we produced under the following link: https://ingoldwetrust.report/ You may be sure to find many interesting charts […]