Journal
April 2022
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In Common Sense We Trust
Good Morning Ladies and Gentlemen, The largest homogeneous global investor is the cohort of pension schemes. Pension schemes invest the funds entrusted to them either directly or via theme or style based mandates or funds from local but predominantly global providers. Money flow Currently, it looks as if global pension schemes will see monthly inflows […]
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Stagflation and a new gold standard?
Stagflation and a new gold standard? Inflation is back and accompanied by a weakened global economy. Stagflation has taken hold. Now the Ukraine conflict has also become hot and the world is in the process of reordering itself. All this is accelerating the economic problems that existed before. The endgame of fiat currencies may have […]
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Happy Easter
Good Morning Ladies and Gentlemen, The other day I read an intriguing article, and one of the key sentences to me was the following: «those who expect guidance or inspiration from the government have only themselves to blame; true liberals are those who think and steer without an instruction manual within what is legally possible […]
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April 2022 Monthly Gold Compass
April 2022 Monthly Gold Compass We are happy to present our Monthly Gold Compass chartbook for April 2022. It is packed full of our usual charts but also contains a special part about the Russian economy, its gold reserves and the Russian ruble.
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Purchasing Power
Good Morning Ladies and Gentlemen, Ahead of the presidential election in France, the Corona pandemic has slipped far down voters’ worry barometer. Presidential Elections in France While there seems to be less interest in the current presidential election in France than in the presidential decision five years ago, one can still gain knowledge from polls […]