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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
Dr. Stefan M. KremethHans G. SchiefenIncrementum AGRonald-Peter StöferleMark J. ValekJeannine GrassingerDr. Christian Schärer

June 2024

  • June 7, 2024

    Crisis? / Milei / Rate Cuts / Elections

    Good Morning Ladies and Gentlemen   “If printing money would end poverty, printing diplomas would end stupidity.“ Javier Gerardo Milei Your E-Mails I receive more and more e-mails from readers asking where markets are heading. I personally believe markets are reasonably stable. I am not too afraid of an imminent market crash; inflation seems to […]
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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 5, 2024

    Monthly Gold Compass – June 2024

    We are happy to present to you our Monthly Gold Compass for June 2024. It is packed with our most popular charts.

May 2024

  • May 31, 2024

    Incrementum All Seasons Fund Seasonal Reflections – 2024/02

    The fund manager’s reflections on important political and macro topics and how they affect his management of the fund.
  • May 29, 2024

    New Bull Market for Metals: Miners and Silver Lead the Way

    Jeremy Szafron, Anchor at Kitco News, interviews Ronni P. Stöferle, Managing Partner at Incrementum AG, about the 2024 “In Gold We Trust” report. This interview covers the latest trends in the gold market, driven by geopolitical tensions like the Russia-Ukraine conflict and rising inflation.
  • May 31, 2024

    Dissent in Financial Markets

    Good Morning Ladies and Gentlemen   “If I say something right that the wrong people like, then the right thing doesn’t automatically become wrong.“ Andreas Rebers, cabaret artist Dissent My preferred definition of “dissent” in financial markets emphasizes the value of differing opinions or views between market participants, analysts, or other experts. These variations can […]
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