Journal
September 2022
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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.
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The iPhone/gold ratio 2022
The iPhone/gold ratio 2022 Comparing gold only to fiat currencies can only capture its properties so far. This is why we are regularly comparing gold to other assets, such as Bier or in this case, the iPhone. It is through these comparisons, that the properties of gold such as an inflation hedge can be observed […]
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Monthly Gold Compass – September 2022
Monthly Gold Compass – September 2022 We are happy to present our Monthly Gold Compass chartbook for September 2022. Packed with our usual charts, it also includes some new charts and a revision of the chapters.
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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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Your comments / my thoughts
Good Morning Ladies and Gentlemen Thank you very much for your great comments and all the PDFs, videos, links and texts I have received. Unfortunately, I can not possibly view and/or read all of them. Please send me only what is genuinely different from mainstream thinking. To me, Ray Dalio, for example, is not. I […]