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Showdown | In Gold We Trust-Report 2023
Showdown | In Gold We Trust-Report 2023 Nach langer Arbeit, großen Mühen und nicht wenig schlaflosen Nächten, ist es uns eine besondere Freude den diesjährigen In Gold We Trust-Report in all Seiner Fülle präsentieren zu dürfen. Wir möchten uns dabei ganz besonders bei unseren Premium Partnern und dem ganzen Team bedanken, welche den Report überhaupt […]
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Valid Thoughts on the Concept of Fiduciary Duty
Good Morning Ladies and Gentlemen «The1930s depression was wide, deep, and prolonged because there was no international lender of last resort.» (The World in Depression, 1929-1939, Charles Kindelberger) Valid thoughts on the concept of fiduciary duty In his latest edition of the «Seasonal Reflections», my partner Hans elaborates on his trip to the […]
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Crash Influencers
Good Morning Ladies and Gentlemen «The crash influencers who run their investment funds earn money themselves with expensive tips.» NZZ am Sonntag; May 21, 2023 Perception Financial markets are all about perception, at least short-term and bad news sells better than good news; I understand that. However, even with this in mind, and […]
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Incrementum All Seasons Fund Seasonal Reflections – 2023/02
Gedanken des Fondsmanagers zu relevanten politischen und makroökonomischen Themen und deren Auswirkungen auf das Management des Incrementum All Seasons Fund.