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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

February 2021

  • February 5, 2021

    About Perception

    Dear Ladies and Gentlemen I receive a fair amount of messages from readers puzzled by the performance of equities markets. The arguments are similar, high valuation, Covid-19 crisis not priced in yet, general public suffering from lockdowns, etc. While I understand the arguments, the reality is much more about perception. Let me elaborate quickly: Financial […]

January 2021

  • January 29, 2021

    Isaac Newton and Energy

    Dear Ladies and Gentlemen Today I am pleased to share some thoughts from my friend Bob on fossil versus renewable energy with you. Please feel free to write back to me, and I will be happy to forward your comments to Bob. Please enjoy the read: “Some day soon our rich societies will collapse.  GDP […]

  • January 15, 2021

    Why?

    Dear Ladies and Gentlemen I receive many emails from readers who ask me why gold is not going up, but equities are. The question goes along the lines that amid a pandemic, politically unstable times in the U.S. and global lockdowns, the economy will be hurt and central banks are printing and will print like […]

  • January 22, 2021

    Four Years – Economic Data

    “Tyrants fear the poet – now that we know it – we cannot blow it – we owe it – to show it – not slow it – although it – hurts to sew it – when the world – skirts below it.”  by Amanda Gorman     Dear Ladies and Gentlemen After four years […]

  • January 8, 2021

    And the winner is…

    Dear Ladies and Gentlemen Finally, the sleepless nights are over, time to declare our year-end competition winner. The data stems from: Finanz und Wirtschaft (fuw.ch). Gold: According to to the above source, Gold closed the year at USD 1’898.75. A few of my readers were hoovering around USD 1’800 and USD 2’000, But only John’s […]

December 2020

  • December 18, 2020

    Merry Christmas

    Dear Ladies and Gentlemen This was quite some year! I have never experienced anything like that, and it would be o.k. for me if next year were not going to be all that challenging. In any case, I wish you all the best, a relaxed, funky Christmas and a happy and prosperous New Year. Stay […]

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