Journal

Incrementum AG Stefan Markus Kremeth Hans G. Schiefen Ronald Stöferle Mark Justin Valek Jeannine Grassinger Dr. Christian Schärer

December 2023

December 8, 2023

Time Confetti / What Is The Price You Are Willing To Pay

Good Morning Ladies and Gentlemen “Prophets are best spoken to 10 years later.” Willi Ritschard, member of the Swiss Federal Council between 1973 – 1983 Time Confetti Time confetti (a term coined by Brigid Schulte, the director of the Better Life Lab at New America and formerly a staff writer for The Washington Post for nearly 17 years) is […]

December 22, 2023

Another Challenging Year / Merry Christmas

Good Morning Ladies and Gentlemen “To help socialism win, we must first create the proletariat.” Unknown (at least to me) A challenging year It has been a challenging year, and I almost have the impression that only challenging years are left. The markets, regulation, political, social and entrepreneurial misjudgements seem to be piling […]

November 2023

November 10, 2023

Winston Churchill / Incrementum Year-End Competition 2023-Edition

Good Morning Ladies and Gentlemen “If you are going through hell, keep going.” attributed to Winston Churchill Update It is time for an update to our «Incrementum Year-End Competition 2023-Edition». The last update dates back a few months, and Q3 was a challenging quarter for most market participants, leading even to fearful comments among […]

October 2023

October 27, 2023

Crazy

Good Morning Ladies and Gentlemen “If term premiums rise, they could do some of the work of cooling the economy for us, leaving less need for additional monetary policy tightening.” Lorie K. Logan, president and chief executive officer of the Federal Reserve Bank of Dallas What is happening? Although it seems that the […]