Journal
Februar 2020
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Null-Zins-Welt macht Inflation unausweichlich
Interview von Fergus Hodgson und Brien Lundin von der Webseite „Gold Newesletter“ mit Ronald Peter Stöferle vom 20. Februar 2020
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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 mit Ronald Peter Stoeferle und Egon von Greyerz
Das Interview zwischen Ronald Peter Stoeferle und Egon von Greyerz.
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Perception
Dear Ladies and Gentlemen COVID-10 has received coverage in the media for approximately two months by now. However, the effect it developed over the last two weeks was rather unpleasant for financial markets’ participants. While in the beginning people were looking at the news and thinking the poor people in China had a problem, suddenly […]
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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 – No. 2
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund