Journal
July 2021
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Uranium as a Source of Energy
Dear Ladies and Gentlemen This week’s Incrementum advisory board meeting, hosted by my partner Ronni Stöferle, was all about uranium as a source of energy, undoubtedly a controversial topic for many people. Incrementum’s Chairman, Dr Christian Schärer, held a presentation on the subject. Key Argument The investment case for uranium as a source of energy […]
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A very useful emergency
A very useful emergency Ronald Stöferle talks to Lobo Tiggre from Independent Speculator. He mentions with concern how emergencies have always been used for radical change in history.
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The wage-price spiral is just around the corner!
The wage-price spiral is just around the corner! Ronald Stöferle discusses how the wage-price spiral could hit us by the end of this year. This and much more in the exciting interview between Ronald Stöferle and Elijah K. Johnson of Liberty and Finance.
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Quarterly Reporting
Dear Ladies and Gentlemen Every quarter, I am reporting to our private clients on an individual basis. I thought it might be of interest to you to receive excerpts from the latest reporting. I left all individual comments away and the part about changes to the individual portfolios. Introduction The second quarter of 2021 was convincing on many […]
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Advisory Board Call – Q3 2021
This quarter’s advisory board call we talk about uranium. Our special guest is our very own Christian Schärer. He manages our uranium resources fund and is the expert on the topic.
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Mister Nassim Nicholas Taleb
Dear Ladies and Gentlemen I received some messages to my last weekly mail and one, by Jan, was extraordinary in the sense that it contained questions of great deepness. I am not sure if I have been able to reply to Jan expectedly, but even if not, it was inspiring to me thinking about the […]