Journal
November 2022
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The demise of the 60/40 Portfolio
The demise of the 60/40 Portfolio Ronald Stöferle wrote an article for Gold Switzerland, in which he described the main reasons for why the classic 60/40 portfolio has been hammered the last year. Let us take a quick look at the main points.
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Year-End Competition third and final update
Good Morning Ladies and Gentlemen Admin Today I have to start on a personal note. As you know, in every «Stefan’s Weekly» I am writing the following at the end: « As always, please share your opinion with me, but please do not forget (instead of hitting the reply button) to send your messages to: smk@incrementum.li […]
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Monthly Gold Compass – November 2022
November 2022 Monthly Gold Compass We are happy to present our Monthly Gold Compass chartbook for November 2022. Packed with our usual charts, it also includes some new charts and a revision of the chapters.
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Having, wanting, and the history of bull markets
Good Morning Ladies and Gentlemen «After a time, you may find that having is not as pleasing as wanting. It is not logical but is often true». Spock, Star Trek, Season 2, Episode 1 – Amok Time, 1968 Dinner with friends I had this interesting discussion with friends over dinner. Four couples, tasty food, great […]
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The multipolar world
The multipolar world Ronald Stöferle was interviewed by BullionStar. The discussion focused on the plethora of problems, that both Europe and the United States face. A special focus was laid on inflation, the coming recession, the US-Dollar as well as the shift towards a multipolar world.
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Precious metals-backed cryptocurrencies
Good Morning Ladies and Gentlemen «Happiness is contagious; spread it!» (from a fortune cookie) Once in a while, I receive emails with questions about cryptocurrencies. For example, one reader argued that cryptocurrencies backed by precious metals would be tangible. Another reader asked me if governments/central banks could issue cryptocurrencies out of thin air. Of course, […]