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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

May 2022

  • May 13, 2022

    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: […]

  • May 20, 2022

    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 […]

  • May 6, 2022

    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 […]

April 2022

  • April 29, 2022

    Fresh Perspectives lead to Limitless Possibilities: Interview with Hans-Günter Schiefen

    Good Morning Ladies and Gentlemen Last week I mentioned in my weekly that «When managing assets, we have to make sure not to get carried away by always the same information overflow the media is feeding us daily. Instead, strategy, structure, discipline and patience should reign, not daily media noise.» Today, I want to discuss […]

  • 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 22, 2022

    Singapore

    Good Morning Ladies and Gentlemen, Last Monday, I returned from a short trip to Singapore. It was my first visit to the Far East in more than three years, and the experience was an interesting one. I used to travel to the Far East a lot and have been to Singapore many times. Life in […]

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