Journal
March 2020
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Incrementum Inflation Signal Turns to Falling Inflation Momentum – All Eyes on the “Mother Of All Stimulus Programs”
We hereby want to inform you that as of last week our proprietary inflation indicator has switched to a “FALLING INFLATION” signal from a “50% RISING INFLATION” signal.
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In Gold We Trust 2020 – Preview Chartbook
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund