Journal
May 2024
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Dissent in Financial Markets
Good Morning Ladies and Gentlemen “If I say something right that the wrong people like, then the right thing doesn’t automatically become wrong.“ Andreas Rebers, cabaret artist Dissent My preferred definition of “dissent” in financial markets emphasizes the value of differing opinions or views between market participants, analysts, or other experts. These variations can […]
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The New Gold Playbook | In Gold We Trust report 2024
The New Gold Playbook | In Gold We Trust report 2024 On May 17, 2024, this year’s – now 18th – In Gold We Trust report was presented at an international press conference broadcast live on the Internet. The authors of the report are Ronald-Peter Stöferle and Mark J. Valek, fund managers from Liechtenstein-based asset manager […]
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No Appropriate Attitude
Good Morning Ladies and Gentlemen “It’s warmer inside the herd; it can be very cold outside of it.“ Attributed to: Jean Marie Eveillard Last week’s «Stefan’s Weekly» Many thanks to all the readers who sent in their comments. It was overwhelming to receive so many positive emails full of compliments. Many thanks, indeed! Let me take […]
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Incrementum All Seasons Fund Seasonal Reflections – 2024/02
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund.
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New Bull Market for Metals: Miners and Silver Lead the Way
Jeremy Szafron, Anchor at Kitco News, interviews Ronni P. Stöferle, Managing Partner at Incrementum AG, about the 2024 “In Gold We Trust” report. This interview covers the latest trends in the gold market, driven by geopolitical tensions like the Russia-Ukraine conflict and rising inflation.
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In Gold We Trust – 18th Edition “The New Gold Playbook”
Good Morning Ladies and Gentlemen “Plurality of opinions is the engine of democracy.“ Hannah Arendt My partners Ronni and Mark Every May, my partners, Ronald P. Stöferle and Mark J. Valek, look horrible, overtired, exhausted, and still happy. This is because the “In Gold We Trust” report is due every May, and until it […]