Journal
May 2023
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Incrementum All Seasons Fund Seasonal Reflections – 2023/02
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund.
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Advisory Board Call – Q2 2023
Advisory Board Call – Q2 2023 It is with great pleasure that we inform you of the release of our 2023 Q2 Board Call, entitled Save like a Pessimist, Invest like an Optimist, featuring the remarkable Russell Napier.
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Monthly Gold Compass – May 2023
We are happy to present to you our Monthly Gold Compass chartbook for May 2023. It is packed with our most popular charts.
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Showdown | In Gold We Trust report 2023
Showdown | In Gold We Trust report 2023 After a long time of work, great efforts and not a few sleepless nights, it is a special pleasure for us to present this year’s In Gold We Trust report in all its richness. We would like to thank our Premium Partners and the whole team, who […]
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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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Tipping Point?
Good Morning Ladies and Gentlemen «The best way to destroy the capitalist system is to debauch the currency. By a continuing process of inflation, governments can confiscate, secretly and unobserved, an important part of the wealth of their citizens.» John Maynard Keynes One last hike? It seems most of my readers think this was […]