Journal
May 2021
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Monetary Climate Change | In Gold We Trust report 2021
Monetary Climate Change | In Gold We Trust report 2021 This year’s In Gold We Trust report will be published on 27 May in German and English as usual and in its short and long versions. Nevertheless, let’s take a quick look at the most important articles and contents of the report now.
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Debt Deficit Spending
Dear Ladies and Gentlemen The Swiss writer and architect Max Frisch famously claimed: a crisis is a productive state; you just have to take away the flavour of catastrophe. Global Debt Level According to AXIOS, current global debt in relation to global GDP stands at 356%. This is a fairly high number, Ladies and Gentlemen, […]
April 2021
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Waiting for a Crash
Dear Ladies and Gentlemen I received many emails from readers feeling the same as me regarding the comments I made in my prior weeklies on assets with no intrinsic value. So far, some of those assets have shown genuinely outstanding performance, and I am happy for everyone who made money with it! Well done! Where […]
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IASF – Seasonal Reflections – 2021 / 02
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund