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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

July 2025

  • 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 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 […]

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 […]

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