Journal
August 2025
Juli 2025
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Central Banks Sometimes Can’t Win `Em All!
Good Morning Ladies and Gentlemen ””Wall Street will sell shit as long as shit can be sold” Charlie Munger Navigating U.S. interest rates can often feel like a rollercoaster ride in the unpredictable realm of finance. While investors seek that perfect win, it is important to recognise that not every decision will succeed. Embrace the […]
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Monatlicher Goldkompass – Juli 2025
Wir freuen uns, Ihnen unseren monatlichen Goldkompass für Juli 2025 präsentieren zu können. Er ist vollgepackt mit unseren beliebten Charts.
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Incrementum All Seasons Fund Seasonal Reflections – 2025/03
Gedanken des Fondsmanagers zu relevanten politischen und makroökonomischen Themen und deren Auswirkungen auf das Management des All Seasons Fund.
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A Deeper Look at Wealth / Part II: Wealth and Metaphysics
Good Morning Ladies and Gentlemen ”…what is there in the whole world worth more than a peaceful family life and work?.” Doctor Zhivago, by Boris Pasternak In a series of four articles unfolding over the summer, my friend Anton, who lives in Oxford (UK) and works in the financial services sector, and I will examine […]