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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

July 2024

  • 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 […]
  • July 5, 2024

    Incrementum Bitcoin Compass – Q3 2024

    Wir freuen uns, Ihnen den Incrementum Bitcoin-Kompass für Q3 2024 präsentieren zu können. Er ist vollgepackt mit den wichtigsten Charts rund um Bitcoin.
  • July 2, 2024

    On the road again – The Gold/Gasoline Ratio 2024

    On the road again – The Gold/Gasoline Ratio 2024 It is our pleasure to announce the release of our latest In Gold We Trust special: Gold/Gasoline Ratio 2024. Every year in early July, millions of Americans hit the road for the 4th of July celebrations and the vacation season. We therefore want to explore the […]

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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    June 10, 2024

    Advisory Board Call – Q2 2024

    Advisory Board Call – Q2 2024 With great pleasure, we inform you of the release of our 2024 Q2 Advisory Board Call: “From Wedlock to Deadlock: The East-West Divorce” – with Brent Johnson and Louis-Vincent Gave.
  • June 21, 2024

    Year-End Competition; an Update

    Good Morning Ladies and Gentlemen   “You’ll never find a rainbow if you’re looking down.“ Charlie Chaplin Update Before all my readers go on vacation, I figured sending you an update on the Incrementum 2024 Year-End Competition would be appropriate. When I was writing this “Stefan’s Weekly”, the prices for the S&P 500 stood at […]
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