Journal
August 2023
-
Prosperity
Good Morning Ladies and Gentlemen «Prosperity is a state of mind. It is your expectation. Expect to expand your wealth, your wealth of knowledge, your relationships, your income and your wisdom.» Anonymous What is the best environment for people to prosper? The other day, I was thinking about China and Russia, the U.S. […]
-
Caledonia Mining – Challenges and Opportunity amidst High Inflation
Interview with Maurice Mason and Ronald-Peter Stöferle on the topic of Challenges and Opportunity amidst High Inflation.
-
No Recession
Good Morning Ladies and Gentlemen “Imagination is more important than knowledge. For knowledge is limited to all we know and understand, imagination embraces the entire world, and all there ever will be to know and understand.” Albert Einstein Last “Stefan’s Weekly” In my last “Stefan’s Weekly”, I claimed that any environment with economic growth […]
-
Crux Investor – Gold, Economics, & Wealth Management: A Comprehensive Guide
Podcast with Matthew Gordon and Ronald-Peter Stöferle on the topic of Gold, Economics, & Wealth Management.
-
Incrementum All Seasons Fund Seasonal Reflections – 2023/03
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund.
-
Do you know what you want?
Good Morning Ladies and Gentlemen «I always felt that failure was a completely underrated experience.» Kevin Kostner After my last weekly mail, I got involved in exciting conversations with some readers. The recession topic is certainly not off the table, and especially for our friendly northern neighbour, Germany, I believe a shrinking German […]