Journal
March 2022
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Less Return with More Risk
Good Morning Ladies and Gentlemen, My job is to make money for our clients. I do this by investing in capital markets, i.e. managing our clients’ capital in a volatile environment and in line with our clients’ mandates. I love managing assets. It is an exciting job that allows me to read books, research, newspapers, […]
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This Time is Different
Good Morning Ladies and Gentlemen, Many thanks to all who have participated in last week’s quick competition. I received many answers, and most participants guessed Hobbes’ “Leviathan”; one reader mentioned Nietzsche’s “On the Genealogy of Morality”, another one “Jenseits von gut und böse” by the same author and another one Arthur Schopenhauer’s “Die beiden Grundprobleme der Ethik“. […]
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Face Saving and a quick Competition
Good Morning Ladies and Gentlemen, «Human beings are only there to live the short period between birth and death with as much egoism as possible.» Do you know the author of this sentence and the respective book, and the book’s name? Intriguing thoughts In order to prevent more significant harm to the people of Ukraine, […]
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Bitcoin and Gold in 2022
Bitcoin and Gold in 2022 Mark Valek was interviewed by Charlie Morris and Charlie Erith of ByteTree about inflation, bitcoin as well as gold. They talk about the role bitcoin currently plays and what role it could play in the future. They also discuss how bitcoin could solve our fiat money problem.
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Preview Chartbook IGWT 2022
Preview Chartbook IGWT 2022 We are working hard on this year’s addition if the In Gold We Trust Report. to get everybody in the right mood we present our preview Chartbook for the IGWT 2022 which contains some of the important charts which we will present in the report. By the way the launch is […]
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Incrementum All Seasons Fund Seasonal Reflections – 2022/01
The fund manager’s reflections on relevant political and macro-economic topics and how they affect his management of the Incrementum All Seasons Fund.