Journal
June 2022
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Peak Pessimism
Good Morning Ladies and Gentlemen How much pessimism is priced in? If only I knew, you might think. So do I! I do not know if the market is clean, the crash is over, and a less volatile period lies ahead of us; however, one thing I know is that fear is not of great […]
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Press conference IGWT22
Press conference IGWT22 This year’s edition of the In Gold We Trust report is finally out. A tremendous amount of work went into it and we are very proud of all the work which went into this year’s edition and the result. As always, we held a press conference in both English and German, which […]
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IGWT 2022 at Macro Voices
IGWT 2022 at Macro Voices Erik Townsend and Patrick Ceresna welcome Ronald Stoeferle to Macro Voices to discuss this year’s edition of the In Gold We Trust Report and its multi-faceted content.
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June 2022 Monthly Gold Compass
June 2022 Monthly Gold Compass We are happy to present our Monthly Gold Compass chartbook for June 2022. Packed with our usual charts, it also includes an extended special section on federal funds, as well as some of the most important charts of the In Gold We Trust report 2022.
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Incrementum All Seasons Fund Seasonal Reflections – 2022/02
The fund manager’s reflections on relevant political and macro-economic topics and how they affect his management of the Incrementum All Seasons Fund.