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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

August 2022

  • 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. […]

  • 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.” […]

July 2022

  • July 22, 2022

    Incrementum Year-End Competition 2022 – Edition

    Good Morning Ladies and Gentlemen For those who have joined our readers recently, every year, I organise a year-end competition in guessing, 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 the price of gold […]

  • 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, […]

  • July 1, 2022

    De-carbonisation

    Good Morning Ladies and Gentlemen After de-dollarisation, de-globalisation today’s weekly is about my view on de-carbonisation. De-carbonisation has been the keyword in the sustainability strategy of many countries, especially in the West, since the United Nations Framework Convention on Climate Change (COP21) in Paris in December 2015. However, there is a significant challenge; unlike petroleum, […]

June 2022

  • June 24, 2022

    Because we are bad at predicting the future

    Good Morning Ladies and Gentlemen On Sunday June 19, 2022 I sent one of my regular updates to our private clients. I feel like sharing it with you. Enjoy the read: “Dear customers Last week, our portfolios also suffered from the financial market slumping. The German stock index DAX stands at -18% for the current […]

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