Journal
January 2021
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IASF – Seasonal Reflections – 2020 / 09
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund
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Advisory Board Call – Q1 2021
This quarter’s advisory board call we talk about “The Great Reset“ as well as “The Big Reset“. Other topics include Bitcoin, central bank digital currency and the investment strategy of our special guest Willem Middelkoop.
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Austrian school meets Bitcoin
Austrian school meets Bitcoin Mark Valek, big fan of Bitcoin and representative of the Austrian school in an interview with Real Vision Crypto. He describes why he sees a great future for Bitcoin. Also, our investment fund which combines gold and Bitcoin is a topic.
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Isaac Newton and Energy
Dear Ladies and Gentlemen Today I am pleased to share some thoughts from my friend Bob on fossil versus renewable energy with you. Please feel free to write back to me, and I will be happy to forward your comments to Bob. Please enjoy the read: “Some day soon our rich societies will collapse. GDP […]
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Four Years – Economic Data
“Tyrants fear the poet – now that we know it – we cannot blow it – we owe it – to show it – not slow it – although it – hurts to sew it – when the world – skirts below it.” by Amanda Gorman Dear Ladies and Gentlemen After four years […]
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Why?
Dear Ladies and Gentlemen I receive many emails from readers who ask me why gold is not going up, but equities are. The question goes along the lines that amid a pandemic, politically unstable times in the U.S. and global lockdowns, the economy will be hurt and central banks are printing and will print like […]