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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

April 2022

  • April 8, 2022

    In Common Sense We Trust

    Good Morning Ladies and Gentlemen, The largest homogeneous global investor is the cohort of pension schemes. Pension schemes invest the funds entrusted to them either directly or via theme or style based mandates or funds from local but predominantly global providers. Money flow Currently, it looks as if global pension schemes will see monthly inflows […]

  • April 15, 2022

    Happy Easter

    Good Morning Ladies and Gentlemen, The other day I read an intriguing article, and one of the key sentences to me was the following: «those who expect guidance or inspiration from the government have only themselves to blame; true liberals are those who think and steer without an instruction manual within what is legally possible […]

  • April 1, 2022

    Purchasing Power

    Good Morning Ladies and Gentlemen, Ahead of the presidential election in France, the Corona pandemic has slipped far down voters’ worry barometer. Presidential Elections in France While there seems to be less interest in the current presidential election in France than in the presidential decision five years ago, one can still gain knowledge from polls […]

March 2022

  • March 25, 2022

    Less Return with More Risk

    Good Morning Ladies and Gentlemen, My job is to make money for our clients. I do this by investing in capital markets, i.e. managing our clients’ capital in a volatile environment and in line with our clients’ mandates. I love managing assets. It is an exciting job that allows me to read books, research, newspapers, […]

  • March 4, 2022

    Face Saving and a quick Competition

    Good Morning Ladies and Gentlemen, «Human beings are only there to live the short period between birth and death with as much egoism as possible.»  Do you know the author of this sentence and the respective book, and the book’s name? Intriguing thoughts In order to prevent more significant harm to the people of Ukraine, […]

  • March 11, 2022

    This Time is Different

    Good Morning Ladies and Gentlemen, Many thanks to all who have participated in last week’s quick competition. I received many answers, and most participants guessed Hobbes’ “Leviathan”; one reader mentioned Nietzsche’s “On the Genealogy of Morality”, another one “Jenseits von gut und böse” by the same author and another one Arthur Schopenhauer’s “Die beiden Grundprobleme der Ethik“. […]

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