Journal
December 2022
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Precious Metals versus Cryptocurrencies
Good Morning Ladies and Gentlemen My last Stefan’s weekly on cryptocurrencies versus fiat currencies led to questions, suggestions and speculations. Many thanks, Ladies and Gentlemen, for your active participation in this. Cryptocurrencies One question that came up many times was if I could imagine Bitcoin going up to its former highs again. Quite frankly, I […]
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Fiat currencies and cryptocurrencies
Good Morning Ladies and Gentlemen Last week I wrote that I would come back to the beautiful quote in Ernest Hemingway’s iconic book «The Sun Also Rises» or «Fiesta» in which his character Mike Campbell is asked how he went bankrupt, and his answer is: «Two ways. Gradually, then suddenly.» Fiat Currencies Often I […]
November 2022
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Incrementum All Seasons Fund – Seasonal Reflections 2022/05
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund.
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Life Out of Balance
Live Out of Balance Ronald Stöferle gave a keynote presentation at this year’s Zuri-Invest under the title “Koyaanisqatsi” or “Life Out of Balance” in which he goes over how markets and the world are currently out of balance and in dire need of stabilization.