Journal
Januar 2026
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Yen–USD Carry Trade Unleashed: Where Opportunity Meets Risk
Good Morning Ladies and Gentlemen ”I’d rather be an optimist and a fool than a pessimist and right.” Albert Einstein Politicians often grant loyalty to corporations, which can result in rewards or penalties based on political cycles. Being linked to a particular politician may invite regulatory scrutiny or retaliation as political dynamics change. This […]
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Multiple Existential Crises
Good Morning Ladies and Gentlemen ”We cannot add days to life, but we can add life to days.” Young woman at the funeral service in Crans-Montana Politics often focuses intensely on the present while remaining largely indifferent to the future. This oversight is especially concerning as it ultimately impacts our children and grandchildren. Ladies […]
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IGWT Monthly Gold Compass – Januar 2026
Wir freuen uns, Ihnen den IGWT Monthly Gold Compass für Januar 2026 zu präsentieren, der eine Vielzahl beliebter Charts enthält.
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Incrementum All Seasons Fund Seasonal Reflections – 2026/01
Gedanken des Fondsmanagers zu relevanten politischen und makroökonomischen Themen und deren Auswirkungen auf das Management des Incrementum All Seasons Fund.
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„Weu Schifoan is’ des Leiwandste!“ – Das Gold/Skiticket-Ratio 2026
„Weu Schifoan is’ des Leiwandste!“ – Das Gold/Skiticket-Ratio 2026 Noch nie war Skifahren so billig wie in diesem Winter! – So lautet die für alle skibegeisterten Goldanleger höchst erfreulichen Kernaussage der In Gold We Trust-Gold/Skiticket-Ratio. Diese veröffentlichen wir anlässlich der am Freitag beginnenden Hahnenkamm-Rennen in Kitzbühel. Eine Unze Gold kauft mittlerweile 48 Tageskarten, und damit […]
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And the Winner is?
Good Morning Ladies and Gentlemen ”More than 30% of U.S. market capitalisation now trades above 10x sales.” GMO (Grantham, Mayo, Van Otterloo & Co. LLC) Who won? Finally, and once again, the sleepless nights are over; it is time to declare our year-end competition winner. As every year, the data comes from Finanz und Wirtschaft […]