Aus dem Journal
-
Incrementum All Seasons Fund Seasonal Reflections – 2026/03
Gedanken des Fondsmanagers zu relevanten politischen und makroökonomischen Themen und deren Auswirkungen auf das Management des All Seasons Fund.
-
You’ll Never Walk Alone: The Value of Trusted Companions in Uncertain Times
Good Morning Ladies and Gentlemen “You’ll Never Walk Alone.” Supporters of the legendary Liverpool Football Club Today’s edition is all about “Stefan’s Weekly” itself – why it exists and where it comes from. Please read it with a pinch of salt, but not just that, and look forward to a touch of pathos in […]
-
IGWT Monthly Gold Compass – August 2026
Wir freuen uns, Ihnen den IGWT Monthly Gold Compass für August 2026 zu präsentieren, der eine Vielzahl beliebter Charts enthält.
-
When the Headlines Are Loudest, Fundamentals Matter Most
Good Morning Ladies and Gentlemen “Tesla doesn’t sell more cars than any other automaker. It isn’t more profitable than the competition, either. But investors continue to give it a market capitalisation equal to the combined value of the next 37 largest automakers.” The Wall Street Journal Overtaken by Events Whenever I reflect on the […]