Journal
October 2022
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Advisory Board Call – Q4 2022
Advisory Board Call – Q4 2022 The leaves are wilting and are displaying a plethora of colours, from vibrant yellows to deep purple. The last quarter of this year has dawned upon us, which means that it is time for another edition of the Advisory Board. This time we focus on the European energy crisis […]
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A Flash in the Pan?
Good Morning Ladies and Gentlemen The end of last week, the beginning of this week, and also yesterday finally showed some positive market moves. However, the question remains if this is it or if we have further potential. Since I do not know the answer, I am looking at some sentiment indicators, and maybe they […]
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Greed & Fear – Casual Conversation with John
Good Morning Ladies and Gentlemen I sometimes get the impression that I am always reading/watching the same narratives. Now, I understand journalism is, by definition, cherry-picking. It reports on rare events, such as wars, epidemics or catastrophes, not on everyday life, i.e. peace, health and security. This tendency towards negativity is exacerbated because journalists fight […]
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Realism and Reason
Good Morning Ladies and Gentlemen «No one left to their own devices can be rational enough to come to consistently reasonable conclusions.» (Steven Pinker) Interest rates Yesterday, the European Central Bank lifted its base rate by 0.75%. This move was widely expected. Next Wednesday, November 2, 2022, the next Fed meeting will occur. Again, a […]
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Incrementum All Seasons Fund – Ranked #1
Our Incrementum All Seasons Fund ranks 1st among global mixed assets – balanced EUR mandates!
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Major cracks in financial markets!
Major cracks in financial markets! Ronald Stöferle was interviewed by James Connor of “Bloor Street Capital”. Together they discussed the current market setup, what the cracks in financial markets mean for the course of the Federal Reserve, as well as its implications on gold.