Journal
March 2020
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Full Stop or the Road to Zero
Dear Ladies and Gentlemen Today’s weekly “Full Stop or the Road to Zero” covers some of the thoughts I was sharing with our investors during the course of the week. I was writing two mails to our private clients this week. I tried to explain what had happened in financial markets and what my thoughts were. […]
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IASF – Seasonal Reflections – 2020 / 03
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund
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What do you expect?
Dear Ladies and Gentlemen Many thanks for the plentiful and positive feedbacks I had received to my last “weekly”. I was amazed to see that so many of you were thinking along the same lines. Now once again I would like you to have a look at the following link by the Centre for Systems […]
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Incrementum Inflation Signal Turns to Falling Inflation Momentum – All Eyes on the “Mother Of All Stimulus Programs”
We hereby want to inform you that as of last week our proprietary inflation indicator has switched to a “FALLING INFLATION” signal from a “50% RISING INFLATION” signal.
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Gold: a hedge against future policy misfires
Sehr geehrte Damen und Herren, wir freuen uns, dass wir in der Financial Times in einem Meinungsartikel von David Stevenson erwähnt wurden. Er spricht über Gold als Vermögenswert in turbulenten Zeiten und auch darüber, dass Gold in Zeiten großer Zentralbankinterventionen eine gute Investition ist.
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In Gold We Trust 2020 – Preview Chartbook
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund