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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

June 2025

  • June 20, 2025

    Sensual Economics: Unveiling Financial Markets, Ideologies, and Seductive Misconceptions

    Good Morning Ladies and Gentlemen ”The level of immaturity is beyond words.” Sen. Rand Paul A Deeper Look at Wealth / Part I: A Philosophical Approach to Wealth I sincerely appreciate your thoughtful messages and generous compliments regarding last week’s “Stefan’s Weekly.” I shared your feedback with Anton, who was truly honoured by your kind […]

  • June 6, 2025

    2025 Year-End Competition; an Update

    Good Morning Ladies and Gentlemen ”The USA is responsible for less than 15% of world trade. What happens to the world trading system now will be decided by the other 85 per cent.” Professor Richard Baldwin   Elon Musk’s statement, “I think a bill can be big or beautiful. I don’t know if it can be […]

  • June 27, 2025

    Embrace the Power of Value Investing

    Good Morning Ladies and Gentlemen ”The key to successful investing is having everyone agree with you — LATER.” Jim Grant   I would like to share one final thought regarding the numerous messages I have received in response to the “Political Views and Seductive Misconceptions” in last week’s “Stefan’s Weekly.” I firmly believe that in […]

  • June 13, 2025

    A Deeper Look at Wealth / Part I: A Philosophical Approach to Wealth

    Good Morning Ladies and Gentlemen ”It Ain’t What You Don’t Know That Gets You Into Trouble. It’s What You Know for Sure That Just Ain’t So.” Mark Twain   In May, I had several conversations with my friend Anton, who lives in Oxford (UK) and works in the financial services sector. He is interested in […]

May 2025

  • May 16, 2025

    The Very Big, Beautiful Gold Report

    Good Morning Ladies and Gentlemen ”There is frustration with a state growing while the infrastructure is rotting.” A quote by a journalist about the situation in Germany   The current fiscal policy of the United States administration, the big and beautiful bill, characterised by a combination of tax reductions and inadequate efforts at expenditure reductions, […]

  • May 30, 2025

    Debt Delinquencies / Government Debt / Carry Trade / Interest Rates

    Good Morning Ladies and Gentlemen ”The magnitude and speed at which these prices are coming to us are somewhat unprecedented in history.” John David Rainey, Walmart’s CFO In the realm of financial investments, it is essential to recognise that fear can be an inadequate guide for decision-making. Historically, evidence suggests that a long-term investment strategy, […]

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