Journal
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 Bitcoin-Kompass – Q3 2025
Wir freuen uns, Ihnen den Incrementum Bitcoin-Kompass für Q3 2025 präsentieren zu können. Er ist vollgepackt mit den wichtigsten Charts rund um Bitcoin.
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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 […]
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An Analytical Approach to Identifying Value Stocks Through Key Metrics
Good Morning Ladies and Gentlemen ”Most investors steer their portfolios with only the benefit of the rear view mirror.” Jesse Felder In last week’s edition of Stefan’s Weekly, “Embrace the Power of Value Investing,” we explored various facets of value investing. Today, I want to share some key metrics you can utilise when adopting […]