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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
Stefan Markus KremethHans G. SchiefenIncrementum AGRonald StöferleMark Justin ValekJeannine GrassingerDr. Christian Schärer

August 2024

  • August 5, 2024

    Reason / Compounding / 1. of August 1291 / The Paris 2024 Olympics

    Good Morning Ladies and Gentlemen   “Reason only makes sense in the context of irrationality; it’s not reasonable to always strive for rationality.” from “unknown” to me   Compounding in Asset Management The compound interest effect is a powerful strategy that can inspire us to leverage small, seemingly insignificant actions to generate significant gains in […]
  • August 9, 2024

    From Interest Rate Hopes to Recession Fears and Back Again and Some Stats

    Good Morning Ladies and Gentlemen   “One must beware of ministers who can do nothing without money and those who want to do everything with money.“ Indira Gandhi Interest Hopes Over the past few months, investors have been optimistic about declining interest rates. However, investor sentiment quickly worsened after the recent Fed meeting, during which […]

July 2024

  • July 12, 2024

    U.S. Inflation Expectation / Interest Rate Expectation / UEFA EURO 2024

    Good Morning Ladies and Gentlemen   “Learning and enjoyment are the secrets to a fulfilled life. Learning without enjoyment hardens. Enjoyment without learning stultifies.” Richard David Precht U.S. Inflation Expectation Inflation in the USA is easing noticeably, fuelling the financial markets’ hopes of an interest rate turnaround in September. Last Friday, weak labour market figures […]
  • July 26, 2024

    U.S. GDP vs German Consumer Confidence / Spicy / The Paris 2024 Olympics

    Good Morning Ladies and Gentlemen   “In the end, it’s not the years in your life that count; it’s the life in your years.“ Edward J. Stieglitz (commonly misattributed to Abraham Lincoln)   U.S. GDP versus German Consumer Confidence This week’s US gross domestic product (GDP) numbers surprised to the upside, increasing by an annualised […]
  • July 5, 2024

    Symbolic Politics in Asset Management / UEFA EURO 2024

    Good Morning Ladies and Gentlemen   “I never won a fight in the ring; I always won in preparation.” Muhammad Ali   Symbolic Politics in Asset Management There are more styles in asset management than most investors anticipate. In principle, this is fantastic as it allows investors to choose the style of their preference or […]

June 2024

  • June 28, 2024

    Bank of America / UEFA EURO 2024

    Good Morning Ladies and Gentlemen   “Tis not unreasonable for me to prefer the destruction of the whole world to the scratching of my finger.” David Hume Bank of America monthly survey Bank of America (BofA) delivers revealing data from monthly surveys among global fund managers. I like looking at those surveys and seeing these […]
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