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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

March 2020

  • March 6, 2020

    What do you expect?

    Dear Ladies and Gentlemen Many thanks for the plentiful and positive feedbacks I had received to my last “weekly”. I was amazed to see that so many of you were thinking along the same lines. Now once again I would like you to have a look at the following link by the Centre for Systems […]

February 2020

  • February 28, 2020

    Coronavirus COVID-19 Global Cases by Johns Hopkins CSSE

    Ladies and Gentlemen The following link was sent to me by one of my clients who is a medical doctor. Please look at it for your convenience: https://gisanddata.maps.arcgis.com/apps/opsdashboard/index.html#/bda7594740fd40299423467b48e9ecf6 The interpretation of the numbers is up to you. For myself I can only say that I am somewhat surprised that the mainstream media is not mentioning recovered cases […]

  • February 21, 2020

    What the Incrementum partners think

    Dear Ladies and Gentlemen Today I would like to share a transcript with you. It is a rather long transcript, and this is why I will keep it short here. It is a transcript of a meeting the partners of Incrementum conducted some two weeks ago. We were discussing about financial markets and some of […]

  • February 7, 2020

    Collective Outrage

    Dear Ladies and Gentlemen Many thanks for the messages I received during the course of the week on today’s topic. Only by announcing it last week, I already triggered a fair amount of intriguing feedbacks. The majority of messages I received was covering what I would call “personal outrage” or maybe “private outrage” and I […]

  • February 28, 2020

    Perception

    Dear Ladies and Gentlemen COVID-10 has received coverage in the media for approximately two months by now. However, the effect it developed over the last two weeks was rather unpleasant for financial markets’ participants. While in the beginning people were looking at the news and thinking the poor people in China had a problem, suddenly […]

  • February 14, 2020

    Collective Outrage II

    Dear Ladies and Gentlemen Many thanks for your feedbacks. It seems I am not the only one concerned. Unfortunately I am unable to publish all the very valuable comments I received. Before sharing some or at least extracts of them, allow me to mention that many of you indicated a disturbing feeling of ever-increasing moralizing arguments in political […]

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