Journal
May 2022
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De-Globalisation
Good Morning Ladies and Gentlemen Everyone is talking about de-dollarisation, de-globalisation and de-carbonisation, especially financial mass- and alternative media and analysts across the range. For the moment, it seems any topic that catches the attention of potential readers or listeners even in the slightest way is trashed, reproduced and exploited to the max, and this […]
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De-dollarization
Good Morning Ladies and Gentlemen On Saturdays, I like going to the gym. So I did last Saturday, and it was past lunchtime when my partner, Maria, picked me up after doing our grocery shopping. Now, past lunchtime and after my gym session, I was hungry. I suggested having lunch at an Asian place not far […]
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Stefan’s weekly Special Edition on Incrementum’s iconic report
Good Morning Ladies and Gentlemen Last week my partners Ronni and Mark, together with their team of roughly 20 people, published the latest version of the annual iconic Incrementum «In Gold We Trust» report. The enormous work of the team culminated again in a comprehensive, easy to understand and highly entertaining report. You may download the […]
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Market Crash across Asset Classes
Good Morning Ladies and Gentlemen Since the beginning of the year, almost all asset classes have been deeply in the red. By spreading investments across different asset classes, investors can usually spread their risks. Unfortunately, this does not seem to be working correctly at the moment. DAX: -12.94%, Euro Stoxx 50: -15.13%, SMI: -10.27%; Nasdaq: […]