Journal
Februar 2021
Januar 2021
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IASF – Seasonal Reflections – 2020 / 09
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund
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Advisory Board Call – Q1 2021
This quarter’s advisory board call we talk about „The Great Reset„ as well as „The Big Reset„. Other topics include Bitcoin, central bank digital currency and the investment strategy of our special guest Willem Middelkoop.
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Isaac Newton and Energy
Dear Ladies and Gentlemen Today I am pleased to share some thoughts from my friend Bob on fossil versus renewable energy with you. Please feel free to write back to me, and I will be happy to forward your comments to Bob. Please enjoy the read: „Some day soon our rich societies will collapse. GDP […]
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Four Years – Economic Data
„Tyrants fear the poet – now that we know it – we cannot blow it – we owe it – to show it – not slow it – although it – hurts to sew it – when the world – skirts below it.“ by Amanda Gorman Dear Ladies and Gentlemen After four years […]