Journal
June 2024
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Bank of America / UEFA EURO 2024
Good Morning Ladies and Gentlemen “Tis not unreasonable for me to prefer the destruction of the whole world to the scratching of my finger.” David Hume Bank of America monthly survey Bank of America (BofA) delivers revealing data from monthly surveys among global fund managers. I like looking at those surveys and seeing these […]
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Advisory Board Call – Q2 2024
Advisory Board Call – Q2 2024 With great pleasure, we inform you of the release of our 2024 Q2 Advisory Board Call: “From Wedlock to Deadlock: The East-West Divorce” – with Brent Johnson and Louis-Vincent Gave.
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Monthly Gold Compass – June 2024
We are happy to present to you our Monthly Gold Compass for June 2024. It is packed with our most popular charts.
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Year-End Competition; an Update
Good Morning Ladies and Gentlemen “You’ll never find a rainbow if you’re looking down.“ Charlie Chaplin Update Before all my readers go on vacation, I figured sending you an update on the Incrementum 2024 Year-End Competition would be appropriate. When I was writing this “Stefan’s Weekly”, the prices for the S&P 500 stood at […]
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Crisis? / Milei / Rate Cuts / Elections
Good Morning Ladies and Gentlemen “If printing money would end poverty, printing diplomas would end stupidity.“ Javier Gerardo Milei Your E-Mails I receive more and more e-mails from readers asking where markets are heading. I personally believe markets are reasonably stable. I am not too afraid of an imminent market crash; inflation seems to […]