Journal
Januar 2020
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New Product
Dear Ladies and Gentlemen Today I would like to introduce you to a new product, which one of my partners will be launching for Incrementum in due course. I truly hope you don’t mind, but I think the product is interesting, even if only available to professional investors. Please enjoy the following truly concise introduction […]
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Year-End Competition …and the winner is…
Dear Ladies and Gentlemen! Welcome in 2020! May 2020 be a prosperous, an interesting and a friendly one for all of us. Today I am happy to announce the winner of our year-end competition. The goal was to guess the year-end prices for one ounce of gold in USD, for the S&P 500 and for one ounce […]
Mai 2019
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Gold in the Age of Eroding Trust
Dear Ladies and Gentlemen They did it again! As every year, my partners Ronni Stöferle and Mark Valek have invested a considerable amount of time into what we believe to be the most extensive research piece that has ever been written on gold. The narrative of this year’s edition is “Gold in the […]
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Inescapable Realities of Prosperity
Dear Ladies and Gentlemen One of my readers sent me a link to an article he published on LinkedIn. I think the article is fundamentally sound, proposes some of his very personal interesting ideas and assumptions and is well written. I have thus asked him permission to publish his article or the link to his article […]