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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 AGStefan Markus KremethHans G. SchiefenRonald StöferleMark Justin ValekJeannine GrassingerDr. Christian Schärer

May 2020

  • May 8, 2020

    Help – Preferences and Incentives of Impact Investors and Managers across the United States and Europe

    Dear Ladies and Gentlemen I need your help. Please apologize for my being so blunt, but our former assistant, Cristian Ababii, is currently writing his master-theses to receive an MSc in Finance and needs your support. He created a questionnaire but did not reach answers leading to the necessary sample size to show the statistical significance needed […]

April 2020

  • April 24, 2020

    Bull Markets are so much more fun than Bear Markets!

    Dear Ladies and Gentlemen Many thanks for participating in my year-end competition, I had still received some more bets from here and there. Thanks for this! Now, today I have a real treat for you! Today you will not have to read, you may only click on the link below to listen and watch, this […]

  • April 17, 2020

    Year-End Competition Part II

    Dear Ladies and Gentlemen Thank you very much for the fantastic feedback I received for my friend Anton’s text on the importance of USD liquidity. Today I would like to come back to the year-end competition and my very own predictions. I have received quite some feedback, as I had purposefully taken an extreme stance. […]

March 2020

  • March 27, 2020

    Year-End Competition

    Dear Ladies and Gentlemen Interesting times demand for an interesting competition! Let us have another year-end competition. I know it is still early in the process, but I think you will like the challenge. I hope for a few bold predictions. Those who follow my weekly mails for some time will know, that I don’t like […]

  • March 13, 2020

    Full Stop or the Road to Zero

    Dear Ladies and Gentlemen Today’s weekly “Full Stop or the Road to Zero” covers some of the thoughts I was sharing with our investors during the course of the week. I was writing two mails to our private clients this week. I tried to explain what had happened in financial markets and what my thoughts were. […]

  • March 20, 2020

    First positive signs?

    Dear Ladies and Gentlemen Many thanks for your kind messages to my last weekly mail “Full Stop or the Road to Zero”. I think there are some first positive news out there, but they are not yet strong enough to stand up against the bad news. Still, Apple announced the successful reopening of all of […]

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