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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
Incrementum AGStefan Markus KremethHans G. SchiefenRonald StöferleMark Justin ValekJeannine GrassingerDr. Christian Schärer

June 2023

  • June 9, 2023

    Year-End Competition 2023-Edition Update

    Good Morning Ladies and Gentlemen   «In the first few days, there is no rush to run out to buy, but if it follows the script, we should see a couple of better weeks.» Kevin Muir from the «MacroTourist» on what happens after the last interest rate hike S&P So far, the highest bet on […]

  • June 16, 2023

    10 Years of Incrementum AG

    Good Morning Ladies and Gentlemen   “If you are not having fun, you are doing something wrong”. Groucho Marx Celebration The five owners of Incrementum AG were celebrating a relaxed party with staff, clients, business partners and friends of Incrementum for our 10th anniversary this week. Since I held a speech to those present on […]

  • June 2, 2023

    «Stefan’s weekly» meets «In Gold We Trust» Report

    Good Morning Ladies and Gentlemen   «We have identified three major showdowns: 1. The Monetary Policy Showdown, with the central banks leading. 2. The Geopolitical Showdown between the West and the emerging BRICS. 3. The Showdown in the Gold Price.» Ronald P Stöferle and Mark J. Valek, In Gold we Trust report, 2023 edition   […]

May 2023

  • May 26, 2023

    Crash Influencers

    Good Morning Ladies and Gentlemen   «The crash influencers who run their investment funds earn money themselves with expensive tips.» NZZ am Sonntag; May 21, 2023   Perception Financial markets are all about perception, at least short-term and bad news sells better than good news; I understand that. However, even with this in mind, and […]

  • May 12, 2023

    Tipping Point?

    Good Morning Ladies and Gentlemen   «The best way to destroy the capitalist system is to debauch the currency. By a continuing process of inflation, governments can confiscate, secretly and unobserved, an important part of the wealth of their citizens.» John Maynard Keynes One last hike? It seems most of my readers think this was […]

  • May 19, 2023

    Valid Thoughts on the Concept of Fiduciary Duty

    Good Morning Ladies and Gentlemen   «The1930s depression was wide, deep, and prolonged because there was no international lender of last resort.» (The World in Depression, 1929-1939, Charles Kindelberger)   Valid thoughts on the concept of fiduciary duty In his latest edition of the «Seasonal Reflections», my partner Hans elaborates on his trip to the […]

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