Journal
March 2023
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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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Your Bets / Interesting Aspect
Good Morning Ladies and Gentlemen Many thanks for all your messages and participating in the Incrementum year-end competition. We all know it is seemingly impossible to forecast the future and that we are doing this for fun. S&P So far, the highest bet on the S&P stands at 4’634 and the lowest at 3200. Gold […]
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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, […]
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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 […]
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Incrementum Year-End Competition 2023-Edition
Good Morning Ladies and Gentlemen All about fun! For those who have joined our readers recently, every year, I organise a year-end competition in guess, for example, the price of gold, silver, crude oil, the SMI, a cryptocurrency or the S&P 500 Index. Predictions Regularly, I receive emails from readers asking me where I think […]