Journal
Februar 2025
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The Political Downside of Money Printing
Good Morning Ladies and Gentlemen ”That most delicious of all privileges – spending other people’s money.” John Randolph of Roanoke In my view, the political ramifications of money printing manifest in an escalating dependency on the state for various forms of support. Events such as the Great Financial Crisis, the pandemic, and the Ukraine […]
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Monatlicher Goldkompass – Februar 2025
Wir freuen uns, Ihnen unseren monatlichen Goldkompass für Februar 2025 präsentieren zu können. Er ist vollgepackt mit unseren beliebten Charts.
Januar 2025
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Central Bank Action / Economic Growth
Good Morning Ladies and Gentlemen ”Just the facts, Ma’am.” Joe Friday, Dragnet Last Week’s “Stefan’s Weekly Thank you for the feedback on last week’s edition of “Stefan’s Weekly”. Before getting into today’s topic, let me add another comment to last week’s discussion. Politicians need to prioritise their service to the state, which encompasses the needs […]
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Incrementum All Seasons Fund Seasonal Reflections – 2025/01
Gedanken des Fondsmanagers zu relevanten politischen und makroökonomischen Themen und deren Auswirkungen auf das Management des Incrementum All Seasons Fund.