Journal
March 2022
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Incrementum All Seasons Fund Seasonal Reflections – 2022/01
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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March 2022 Monthly Gold Compass
March 2022 Monthly Gold Compass We are happy to present our Monthly Gold Compass chartbook for March 2022. It is packed full of our usual charts but also contains a special part about the Russian economy since we have seen the start of the Russia & Ukraine war at the latter end of the last […]
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This Time is Different
Good Morning Ladies and Gentlemen, Many thanks to all who have participated in last week’s quick competition. I received many answers, and most participants guessed Hobbes’ “Leviathan”; one reader mentioned Nietzsche’s “On the Genealogy of Morality”, another one “Jenseits von gut und böse” by the same author and another one Arthur Schopenhauer’s “Die beiden Grundprobleme der Ethik“. […]
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Face Saving and a quick Competition
Good Morning Ladies and Gentlemen, «Human beings are only there to live the short period between birth and death with as much egoism as possible.» Do you know the author of this sentence and the respective book, and the book’s name? Intriguing thoughts In order to prevent more significant harm to the people of Ukraine, […]