Journal
April 2024
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What if China …
Good Morning Ladies and Gentlemen “I’m afraid the masquerade is over…” From the song “The Masquerade is Over” by Allie Wrubel & Herb Magidson What if China What if China, as suggested in a recent article in a biweekly Swiss financial newspaper, exports goods at subsidised prices to markets outside China due to sluggish domestic […]
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Quarterly Reporting
Good Morning Ladies and Gentlemen “Hedonistic societies do not endure.” by George Orwell Extract from the quarterly reporting for our private customers Today, I want to share some extracts from our quarterly report to Incrementum’s private clients. Comparison of returns What return would you have generated if you had invested in standard asset classes from […]