Journal
January 2020
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IASF – Seasonal Reflections – 2020 – Issue No. 1
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund
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New Product
Dear Ladies and Gentlemen Today I would like to introduce you to a new product, which one of my partners will be launching for Incrementum in due course. I truly hope you don’t mind, but I think the product is interesting, even if only available to professional investors. Please enjoy the following truly concise introduction […]
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EUROPE’S RENEWED INTEREST IN GOLD
In Europe, institutional and individual investors alike are showing renewed interest in gold. The reasons for this trend are manifold: negative interest rates, the set-back of equity markets in Q4/2018, slowing economic growth, and a growing distrust in the sustainability of the global political and economic order and the stability of financial markets.
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Financial Crisis Yes or No, Readers’ Views / Collective Outrage
Dear Ladies and Gentlemen Today I would like to share some readers’ feedback on my question from two weeks ago: “are we going to see another Great Financial Crisis, or will we see perfect markets for another decade? Now, the consensus certainly is going into the somewhat expected direction of “difficult markets”. One of the […]
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Ronald Peter Stöferle @ GRANT’S Podcast
Ronald Stoeferle calls in to discuss pressing monetary matters and to review the investment merits of the Money of Kings.
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Recession Free Decade
Dear Ladies and Gentlemen Who would have thought that right after the Great Financial Crisis we would see the first decade ever without a U.S. recession? More than ten years have passed since the end of the last U.S. recession, which happened in July 2009. The decade that just ended is actually the first one […]