Journal
April 2024
-
Inflation, Transformation Processes and Economic Challenges
Good Morning Ladies and Gentlemen „The stock market is a device for transferring money from the impatient to the patient“ by Warren Buffett Inflationary trends Inflationary trends are usually never just a monetary problem but an expression of long-term structural transformation processes. US central banker John Williams, head of the New York Fed, believes the […]
-
Monatlicher Goldkompass – April 2024
Wir freuen uns, Ihnen unseren monatlichen Goldkompass für April 2024 präsentieren zu können. Er ist vollgepackt mit unseren beliebten Charts.
-
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 […]
-
Incrementum Bitcoin-Kompass – Q2 2024
Wir freuen uns, Ihnen den Incrementum Bitcoin-Kompass für Q2 2024 präsentieren zu können. Er ist vollgepackt mit den wichtigsten Charts rund um Bitcoin.
-
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 […]