Journal
September 2022
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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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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 […]
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E.U. Inflation
Good Morning Ladies and Gentlemen “My policies encourage the hardworking, protect the weak, and punish the lazy. There is no right to government-paid laziness.” Guido Westerwelle, German politician, Federal Chairman of the FDP 1961 – 2016 Jumping inflation in the E.U. This year’s second-highest jump in inflation in the European Union (E.U.) occurred in February […]