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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

September 2022

  • September 2, 2022

    E.U. Inflation

    Good Morning Ladies and Gentlemen “My policies encourage the hardworking, protect the weak, and punish the lazy. There is no right to government-paid laziness.” Guido Westerwelle, German politician, Federal Chairman of the FDP 1961 – 2016 Jumping inflation in the E.U. This year’s second-highest jump in inflation in the European Union (E.U.) occurred in February […]

  • September 9, 2022

    Your comments / my thoughts

    Good Morning Ladies and Gentlemen Thank you very much for your great comments and all the PDFs, videos, links and texts I have received. Unfortunately, I can not possibly view and/or read all of them. Please send me only what is genuinely different from mainstream thinking. To me, Ray Dalio, for example, is not. I […]

August 2022

  • August 19, 2022

    CPI Reading / Peak Inflation? / Gold

    Good Morning Ladies and Gentlemen The Other Day The other day I wrote to one of my readers: “The state cannot possibly regulate everything, get involved everywhere and try to regulate the most diverse lifestyles, yet this is precisely what some political leaders are proposing, and as it looks, some voters seem to hope for.” […]

  • August 26, 2022

    Jackson Hole

    Good Morning Ladies and Gentlemen “I believe that children are our future. Unless we stop them now.” Homer Simpson All eyes are on Jerome Powell Today, all eyes will be on Jerome Powell. Will he and the other leaders of the most prominent central banks still take on a hawkish tone, or will they start […]

  • August 5, 2022

    Year-End Competition 1. Update

    Good Morning Ladies and Gentlemen Your Guesses Wow, Ladies and Gentlemen, some of you seem really bearish, at least for equities. So far, the highest S&P bid came in at 4’482, the lowest at 1’881, with an average of around 3’100. On the other side, most of my readers seem to be optimistic about gold. […]

July 2022

  • July 29, 2022

    Large Fortunes were built thanks to the Effect of Compounding

    Good Morning Ladies and Gentlemen “Success is guaranteed if the right people make the right decisions and distinguish between hope and illusion when interpreting the facts.” (Lea Ypi, newly interpreted and slightly amended by myself) Our Private Mandates You know, Ladies and Gentlemen, our private clients are solely invested in cash-generating assets. Why is this, […]

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