Journal
April 2021
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Advisory Board Call – Q2 2021
This quarter’s advisory board call we talk about inflation and what fundamental changes will likely lead to it. This time we welcome Otavio Costa as our special guest.
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Are precious metals being demonetized by Bitcoin?
Mark Valek discusses with Saifedean Ammous, host of the “Bitcoin Standard Podcast,” the question of whether precious metals, but especially gold, are being demonetized by cryptocurrencies like Bitcoin. Peter Young is the moderator of the debate.
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Comparing Historical Events
Dear Ladies and Gentlemen I received a lot of feedback to my last weekly. I would like to come back to that feedback next week, for this week I have a “special” by my friend Anton to share with you. Please enjoy the read: “Rational Hope There is a certain amount of consolation, or relief, […]
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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
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Fascinating
Dear Ladies and Gentlemen Thank you very much for all your feedback. I received many emails from people who so far have never shared their thoughts with me. I take this as a compliment to have picked a topic of interest and also as a sign that inflation is on many of my reader’s minds. […]
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This time is different
Dear Ladies and Gentlemen «The key is not to predict the future but to prepare for it.» Feedback You know, Ladies and Gentlemen, Anton and I received many messages, i.e. feedbacks to the last two issues of «Stefan’s weekly». Thank you very much, Barbara, Gabriel, Bob, Garry, Mark, Anton, Stephen, Robert, Paul and many others, […]