Tag Archive: Jim Rickards

The Future of Copper – Incrementum Advisory Board Meeting Q1 2018

The Q1 2018 meeting of the Incrementum Fund’s Advisory Board took place on January 24, about one week before the recent market turmoil began. In a way it is funny that this group of contrarians who are well known for their skeptical stance on the risk asset bubble, didn’t really discuss the stock market much on this occasion. Of course there was little to add to what was already talked about extensively at previous meetings. Moreover, the main...

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A Gold Guy’s View Of Crypto, Bitcoin, And Blockchain

Bitcoin was on my radar far back as 2011, but for years, I didn’t think much of it. It was a curiosity. Nothing more. Sort of like the virtual money you use in World of Warcraft or something. In 2015, looking deeper, I slowly (not the sharpest tool in the shed) arrived at that “aha” inflection point that most advocates of honest money arrive at. I realized that a distributed public ledger has the power to change, well, everything.

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Bitcoin Fork, Hyped ICOs – Immutable Gold and Silver

Latest developments show risks in crypto currencies. Confusion as bitcoin may split tomorrow. SEC stepped into express concern over ICOs. ICOs have so far raised $1.2 billion in 2017. ICOs preying on lack of understanding from investors. Physical gold not vulnerable to technological risk. Beauty and safety in simplicity of gold and silver.

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Millennials Can Punt On Bitcoin, Own Gold and Silver For Long Term

Bitcoin volatility shows not currency or safe haven but speculation. Volatility still very high in bitcoin and crypto currencies (see charts). Bitcoin fell 25% over weekend; Recent high of $3,000 fell to below $1,900. Bitcoin least volatile of cryptos, around 75% annualised volatility. Gold much more stable at just 10% annualised volatility.

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Incrementum Advisory Board Meeting Q3 2016

Is Stagflation a Potential Threat? The Incrementum Fund held its quarterly advisory board meeting on October 3 (the transcript can be downloaded below). Our regular participants – the two fund managers Ronald Stoeferle and Mark Valek, advisory board members Jim Rickards, Frank Shostak and yours truly – were joined by special guest Grant Williams this time.

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Why Krugman, Roubini, Rogoff And Buffett Hate Gold

A couple of weeks ago an article appeared on Bitcoin Magazine entitled ‘Some economists really hate bitcoin’. I read it with a sigh of nostalgia. As someone who has been writing about gold for a few years, I am used to reading similar criticisms as those bitcoin receives from mainstream economists, about gold.

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