Journal
October 2020
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O’zapft is! – The Gold/Wiesnbier ratio 2020
O’zapft is! – The Gold/Wiesnbier ratio 2020 We are pleased to present this year’s Gold/Wiesnbier-Ratio 2020. Even though it is out this year, O’zapft is!
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Efficient Market Hypothesis
Dear Ladies and Gentlemen Much as expected, I received many messages concerning my last weekly mail called “a quantum of decency”. Also, much as expected, my personal perspective was not necessarily congruent with the perspectives of all of my readers. Nevertheless, thankfully, and again much as expected, most of the messages not agreeing with my […]
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Incrementum Inflation Diversifier – Advisory Board Call – Q4 2020
This quarter’s advisory board call we talk about the possible long-term effects of the Covid-19 crisis, negative interest rates and much more. This time our special guest was Lyn Alden.
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IASF – Seasonal Reflections – 2020 / 08
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 Update II
Dear Ladies and Gentlemen Time for another update on our year-end competition. The estimates are still wide-spread; this is great and as I had mentioned before, makes it more fun than if everybody is around the same numbers. We had some new readers joining in, but there were no new “highest” or “lowest” estimates. However, […]
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Ronald Stöferle as guest of The Market Huddle
Ronald Stöferle as guest of The Market Huddle Ronald Stöferle has an entertaining conversation with Patrick Ceresna and Kevin Muir from The Market Huddle.