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Journal

All #nonInflatable Advisory Board Gold and Silver IASF / Seasonal Reflections In the Press Inflation Diversifier Fund Presentation Research Stefan's Weekly worth knowing
Hans G. SchiefenDr. Stefan M. KremethIncrementum AGRonald-Peter StöferleMark J. ValekJeannine GrassingerDr. Christian Schärer

January 2026

  • January 16, 2026

    Multiple Existential Crises

    Good Morning Ladies and Gentlemen ”We cannot add days to life, but we can add life to days.” Young woman at the funeral service in Crans-Montana   Politics often focuses intensely on the present while remaining largely indifferent to the future. This oversight is especially concerning as it ultimately impacts our children and grandchildren. Ladies […]
  • January 30, 2026

    Yen–USD Carry Trade Unleashed: Where Opportunity Meets Risk

    Good Morning Ladies and Gentlemen ”I’d rather be an optimist and a fool than a pessimist and right.” Albert Einstein   Politicians often grant loyalty to corporations, which can result in rewards or penalties based on political cycles. Being linked to a particular politician may invite regulatory scrutiny or retaliation as political dynamics change. This […]
  • January 9, 2026

    And the Winner is?

    Good Morning Ladies and Gentlemen ”More than 30% of U.S. market capitalisation now trades above 10x sales.” GMO (Grantham, Mayo, Van Otterloo & Co. LLC)   Who won? Finally, and once again, the sleepless nights are over; it is time to declare our year-end competition winner. As every year, the data comes from Finanz und […]

December 2025

  • December 12, 2025

    Lower U.S. Base Rates, Persistent Inflation and a Surprise

    Good Morning Ladies and Gentlemen ”Scratch an altruist, and watch a hypocrite bleed.” Michael Ghiselin   Lower U.S. Base Rates The US Federal Reserve has reduced its key interest rate to a range of 3.50% to 3.75%. This decision comes in response to indications of weakness in the labour market. Following the 43-day government shutdown […]
  • December 5, 2025

    Volatility, Inflation, Interest Rates & Mindset

    Good Morning Ladies and Gentlemen ”Thinking is hard, so most people judge.” C.G. Jung   The incident that occurred last week at the Chicago Mercantile Exchange (CME Group) presents a significant case study in data centre operational resilience. The facility that underpins the CME, a leading global derivatives exchange, has reported enhancements to its backup cooling […]

November 2025

  • November 28, 2025

    The Predictive Power of Forward-Looking Earnings Revisions

    Good Morning Ladies and Gentlemen ”All ideologies are inaccurate to varying degrees. More subtly, all are incomplete in various ways; in particular, they fail to anticipate some crucial events.” Social Philosophy and Policy, Volume 41, Special Issue 1: Ideology   Thank you very much for the generous feedback on my last “Stefan’s Weekly.” I was […]
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