Journal
March 2018
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Stefan’s weekly: ACQ5
Dear Ladies and Gentlemen Thanks to the ACQ5 award we received some weeks back, I have been interviewed and am happy to share with you the final text that was published, as it shows well our way of thinking: “At Incrementum AG we genuinely believe in tangible assets and we are modest enough to accept […]
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Stefan’s weekly: Inflation and Debt / Equity Investments in an Environment of Uncertainty
Dear Ladies and Gentlemen My friend Andy replied to my last weekly mail, agreeing basically with what I wrote. However, he was mentioning that currently only the U.S offered decent interest rates on their government bonds, while Europe’s government bond yields were still mostly close to zero and therefore offered no real alternative to equities. […]
February 2018
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Stefan’s weekly: Mister Warren Buffett
Dear Ladies and Gentlemen, Many thanks for the kind messages I received on the award we obtained. Many thanks indeed! The last weeks were rather nerve wrecking for one or the other investor. I received some messages by concerned readers asking me if this was “the crash” and if it was over now and what […]
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Stefan’s weekly: Social Proof and Market Behaviour in the context of the recent Market Turmoil
Dear Ladies and Gentlemen I received quite a few mails and even calls from readers concerned about the recent drops in equity markets. I truly understand people being worried. It is never pleasant to see the value of one’s portfolio go down. However, unfortunately and as inconvenient as it may seem, it is all part […]