Journal
August 2021
-
Interesting
Dear Ladies and Gentlemen This year’s year-end competition shows an interesting picture. Extremes As you will see, the volatility in the individual underlying’s market prices is somewhat represented in the spread between the highest and lowest of your estimates for gold, Bitcoin and the S&P 500. However, there are still estimates dropping in every day; […]
-
Incrementum All Seasons Fund Seasonal Reflections – 2021/03
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund
-
Economic Factors of Production
Dear Ladies and Gentlemen From an economic perspective, the factors of production include land or its natural resources, capital, labour, and, I would argue, knowledge. Now, I have a fair amount of discussions with people of different backgrounds about the importance of capital, i.e. investments. Something Neglectable …and occasionally I almost do get the impression that […]
-
News about our Inflation Signal
News about our Inflation Signal Since mid-July, our inflation indicator has been on “50% INCREASING INFLATION“. That plus news on gold and how the decisions of the OPEC+ meetings are affecting oil prices in our latest Inflation Indicator Report.
-
Year-End Competition
Dear Ladies and Gentlemen For those who have joined our readers recently, every year, I am organising a year-end competition in guessing for example the price of gold, silver, crude oil, the SMI or the S&P 500 Index. Predictions Regularly, I receive emails from readers asking me where I think the price of gold would be […]
-
Summer Interview on Gold, Silver and Tudor Gold
Summer interview on gold, silver and Tudor Gold Inflation, gold, silver and Tudor Gold, these are the big topics in the summer interview between Jochen Staiger from Commodity-TV and Ronald Stöferle.