Journal
August 2022
July 2022
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Incrementum All Seasons Fund – Seasonal Reflections – 2022/03
The fund manager’s reflections on relevant political and macro-economic topics and how they affect his management of the Incrementum All Seasons Fund.
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The turnaround in interest rates
The turnaround in interest rates Ronald Stöferle wrote an article for Gold Switzerland in which he outlined, that interest rates will be sooner as many believe due to the impending economic recession. He states his case through five points.
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Large Fortunes were built thanks to the Effect of Compounding
Good Morning Ladies and Gentlemen “Success is guaranteed if the right people make the right decisions and distinguish between hope and illusion when interpreting the facts.” (Lea Ypi, newly interpreted and slightly amended by myself) Our Private Mandates You know, Ladies and Gentlemen, our private clients are solely invested in cash-generating assets. Why is this, […]
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Incrementum Year-End Competition 2022 – Edition
Good Morning Ladies and Gentlemen For those who have joined our readers recently, every year, I organise a year-end competition in guessing, for example, the price of gold, silver, crude oil, the SMI, a cryptocurrency or the S&P 500 Index. Predictions Regularly, I receive emails from readers asking me where I think the price of gold […]