Journal
December 2021
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Incrementum All Seasons Fund Seasonal Reflections – 2021/04
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund
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Year-End Competition last Update
Dear Ladies and Gentlemen, This year’s year-end competition still shows an interesting picture, and since we are going quickly towards the year-end, we should look at where we are standing. 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 […]
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The future of gold mining
The future of gold mining Ronald Stöferle interviews Sean Fieler about the future of gold mining. Sean Fieler is the CIO of Equinox Partners and is a great expert when it comes to investments in the precious metals industry.
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Bitcoin Chartbook
Bitcoin Chartbook We are happy to have published the very 1st edition of our Bitcoin Chartbook, titled “Is This Halving Cycle Over?”.
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Outlook for inflation and commodities
Outlook on inflation and commodities Ronald Stöferle talks to George Gammon on his Rebel Capitalist show about what will happen to inflation in the near future. Does the Federal Reserve even matter anymore? As well as why the new infrastructure projects are good for commodities.
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Cracks in the bond market
Cracks in the Bond Market Ronald Stöferle in an interview with Egon von Greyerz of Gold Switzerland. Topics are the financial crisis, the ever-widening cracks in the bond market and possible protective measures against the crisis.