Journal
April 2021
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Advisory Board Call – Q2 2021
This quarter’s advisory board call we talk about inflation and what fundamental changes will likely lead to it. This time we welcome Otavio Costa as our special guest.
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Werden Edelmetalle durch Bitcoin demonetarisiert?
Mark Valek diskutiert mit Saifedean Ammous, dem Host des „Bitcoin Standard Podcast“ über die Frage, ob Edelmetalle, aber vor allem Gold durch Kryptowährungen wie Bitcoin demonetisiert werden. Peter Young ist der Moderator der Debatte.
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Comparing Historical Events
Dear Ladies and Gentlemen I received a lot of feedback to my last weekly. I would like to come back to that feedback next week, for this week I have a „special“ by my friend Anton to share with you. Please enjoy the read: „Rational Hope There is a certain amount of consolation, or relief, […]
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IASF – Seasonal Reflections – 2021 / 02
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund
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Fascinating
Dear Ladies and Gentlemen Thank you very much for all your feedback. I received many emails from people who so far have never shared their thoughts with me. I take this as a compliment to have picked a topic of interest and also as a sign that inflation is on many of my reader’s minds. […]
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This time is different
Dear Ladies and Gentlemen I am not convinced! I am not convinced we will see the sort of inflation augurs are expecting. The mainstream media is full of inflation fears; the alternative channels are full of inflation fears; if you are, like I am currently, arguing against it, you get rather lonely. I am used […]