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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

May 2023

  • May 5, 2023

    Last Hike?

    Good Morning Ladies and Gentlemen Today’s financial press, research, and analysts’ comments were full of reasons why yesterday’s interest hike by the U.S. Federal Reserve was the last one for this interest rate cycle. Before sharing my view on this topic with you, let me quickly go back to last week’s Stefan’s weekly. Your comments Many thanks, […]

April 2023

  • April 28, 2023

    Investing in Germany

    Good Morning Ladies and Gentlemen   «Gentlemen, no one can stop me from getting smarter every day.» Konrad Adenauer Konrad Adenauer Conrad Hermann Joseph Adenauer, Konrad Adenauer, was the first Chancellor of the Federal Republic of Germany from 1949 to 1963 and the first Federal Minister of Foreign Affairs from 1951 to 1955. During a […]

  • April 21, 2023

    Excerpt from a Message to our Private Clients

    Good Morning Ladies and Gentlemen ««I do not know what the future holds for us, but I am confident that things will pick up again after every crisis, and dividends will continue to flow.» Quarterly Report Every quarter I report to our private clients. Let me share a part of the report on Q1 2023. […]

March 2023

  • March 31, 2023

    Thank You ! / Credit Suisse / Cryptos

    Good Morning Ladies and Gentlemen «The culpability of corporate directors in often putting their interests ahead of shareholders and customers seems a reoccurring, unaddressed course of business. When times are good, they deserve high compensation and stock options; when their decisions cause loss and hardships, it is time for risk to be shared.» By Tom, […]

  • March 17, 2023

    Impact of rising interest rates on real estate investments, article by Dr Christian Schärer and Stefan M. Kremeth

    For this article, we were asked to elaborate on our view on the impact of rising interest rates on real estate investments. After a general introduction to current topics, we will outline what we consider critical factors of this popular asset class in the now-changed interest rate environment.One year ago, when the Russian war of […]

  • March 24, 2023

    Taking Responsibility

    Good Morning Ladies and Gentlemen «The difficulty lies not in the new ideas but in escaping from the old ones.» By John Maynard Keynes Credit Suisse What happened to Credit Suisse, you may ask? I have been pointing out for years that Credit Suisse, on the one hand, was selling its real estate, writing losses, […]

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