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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 AGDr. Stefan M. KremethHans G. SchiefenRonald-Peter StöferleMark J. ValekJeannine GrassingerDr. Christian Schärer

August 2021

  • August 6, 2021

    Economic Factors of Production

    Dear Ladies and Gentlemen From an economic perspective, the factors of production include land or its natural resources, capital, labour, and, I would argue, knowledge. Now, I have a fair amount of discussions with people of different backgrounds about the importance of capital, i.e. investments. Something Neglectable …and occasionally I almost do get the impression that […]
  • August 13, 2021

    Year-End Competition

    Dear Ladies and Gentlemen For those who have joined our readers recently, every year, I am organising a year-end competition in guessing for example the price of gold, silver, crude oil, the SMI or the S&P 500 Index. Predictions Regularly, I receive emails from readers asking me where I think the price of gold would be […]

July 2021

  • July 23, 2021

    Uranium as a Source of Energy

    Dear Ladies and Gentlemen This week’s Incrementum advisory board meeting, hosted by my partner Ronni Stöferle, was all about uranium as a source of energy, undoubtedly a controversial topic for many people. Incrementum’s Chairman, Dr Christian Schärer, held a presentation on the subject. Key Argument The investment case for uranium as a source of energy […]
  • July 2, 2021

    Thoughts

    Dear Ladies and Gentlemen Many thanks for your messages and for sharing some of your investment ideas and concerns with me. Bob, John, Tom, Roger and Peter thank you very much for your extensive messages! Thoughts on Cash The following thoughts I have shared in one way or the other with some of my readers. […]
  • July 30, 2021

    Quarterly Reporting

    Dear Ladies and Gentlemen Every quarter, I am reporting to our private clients on an individual basis. I thought it might be of interest to you to receive excerpts from the latest reporting. I left all individual comments away and the part about changes to the individual portfolios. Introduction The second quarter of 2021 was convincing on many […]
  • July 9, 2021

    Mister Nassim Nicholas Taleb

    Dear Ladies and Gentlemen I received some messages to my last weekly mail and one, by Jan, was extraordinary in the sense that it contained questions of great deepness. I am not sure if I have been able to reply to Jan expectedly, but even if not, it was inspiring to me thinking about the […]
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