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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 KremethIncrementum AGHans G. SchiefenRonald StöferleMark Justin ValekJeannine GrassingerDr. Christian Schärer

August 2025

  • August 1, 2025

    Navigating Markets in the Age of Sensitivities

    Good Morning Ladies and Gentlemen ””Do you know the only thing that gives me pleasure? It’s to see my dividends coming in.” John D. Rockefeller   Becoming socially acceptable historically involved adapting one’s behaviour to fit various settings, particularly when sharing those spaces with others. For instance, if you enjoyed putting your feet up on […]

July 2025

  • July 29, 2025

    Incrementum All Seasons Fund Seasonal Reflections – 2025/03

    The fund manager’s reflections on important political and macro topics and how they affect his management of the fund.

  • July 18, 2025

    A Deeper Look at Wealth / Part II: Wealth and Metaphysics

    Good Morning Ladies and Gentlemen ”…what is there in the whole world worth more than a peaceful family life and work?.” Doctor Zhivago, by Boris Pasternak   In a series of four articles unfolding over the summer, my friend Anton, who lives in Oxford (UK) and works in the financial services sector, and I will examine […]

  • July 4, 2025

    An Analytical Approach to Identifying Value Stocks Through Key Metrics

    Good Morning Ladies and Gentlemen ”Most investors steer their portfolios with only the benefit of the rear view mirror.” Jesse Felder   In last week’s edition of Stefan’s Weekly, “Embrace the Power of Value Investing,” we explored various facets of value investing. Today, I want to share some key metrics you can utilise when adopting […]

  • July 25, 2025

    Central Banks Sometimes Can’t Win `Em All!

    Good Morning Ladies and Gentlemen ””Wall Street will sell shit as long as shit can be sold” Charlie Munger   Navigating U.S. interest rates can often feel like a rollercoaster ride in the unpredictable realm of finance. While investors seek that perfect win, it is important to recognise that not every decision will succeed. Embrace the […]

  • July 8, 2025

    Monthly Gold Compass – July 2025

    We are happy to present to you our Monthly Gold Compass for July 2025. It is packed with our most popular charts.

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