Journal
January 2019
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Investing like the ultimative pros
Dear Ladies and Gentlemen Many thanks for all the replies I received to my last weekly. I collected some pretty detailed answers and it seems there are some well-informed people among my readers. Thank you very much! Let me give you a somewhat different perspective on what may signify long-term investing. I am deliberately simplifying wherever […]
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What would you do?
Dear Ladies and Gentlemen Just imagine you were managing a multi-billion pension fund with thousands of policy holders expecting you to deliver sufficient returns in order to grant to them a pension that will allow them to pay their bills once will be retired. What would you do? How would you allocate the money that […]
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Ronald Stöferle – Author of In Gold we Trust Report talks predictions and China’S role in gold markets
In an episode of The Expat Money Show, Ronald Stöferle, author of In Gold We Trust Report talks about the relationship between The Austrian School of Economics and The Gold Standard. Also, China’s Role In Gold Markets, and his Gold Prediction 2019. Click here to listen the audio file:
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Incrementum Inflation Signal: Reversal To “Rising Inflation” – Interpretation and Investment Impact
Dear investors, advisory board members and friends, We hereby want to inform you that as of the beginning of January, our proprietary inflation indicator has switched from “FALLING INFLATION” to a full blown “RISING INFLATION” signal. In the following please find a detailed analysis and interpretation of the Inflation Signal and our current macro thoughts, […]
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Financial Markets are Indifferent
Dear Ladies and Gentlemen Welcome to 2019! May this be a year of good health, interesting encounters and plenty of happy moments for you and your loved ones. In this first weekly of the year, I would like to take up the issue of last year’s sell-off which occurred during the month of December. I was […]