Journal
February 2020
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Incrementum Inflation Diversifier – Advisory Board Call – January 2020
This quarter’s advisory board call was different than usual. Instead of having our usual guests, we invited all five partners from Incrementum to discuss their background, their investment style and best investment ideas for 2020 and the new decade.
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Interview with Ronald Peter Stoeferle and Egon von Greyerz
The interview between Ronald Peter Stoeferle and Egon von Greyerz.
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Collective Outrage II
Dear Ladies and Gentlemen Many thanks for your feedbacks. It seems I am not the only one concerned. Unfortunately I am unable to publish all the very valuable comments I received. Before sharing some or at least extracts of them, allow me to mention that many of you indicated a disturbing feeling of ever-increasing moralizing arguments in political […]
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What the Incrementum partners think
Dear Ladies and Gentlemen Today I would like to share a transcript with you. It is a rather long transcript, and this is why I will keep it short here. It is a transcript of a meeting the partners of Incrementum conducted some two weeks ago. We were discussing about financial markets and some of […]
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IASF – Seasonal Reflections – 2020 – Issue No. 2
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund
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Gold should rise with rising inflation
Interview by Chris Marcus with Ronald Peter Stöferle, 02 February 2020.