Journal
May 2018
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Stefan’s weekly: A Case for Inflation? / European General Data Protection Regulation (GDPR)
Dear Ladies and Gentlemen Next week we are going to publish the 2018 edition of our yearly Incrementum “In Gold we Trust” research report. Today’s weekly can be seen as a teaser. Please enjoy! Year after year the volume of our research report is expanding and my friends and partners Ronni Stöferle and Mark Valek […]
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Stefan’s weekly: Investing in an unstable environment
Dear Ladies and Gentlemen With all the ups and downs in the markets and all the political and economic uncertainties we are currently experiencing, I think it is fair to say that we are living in a much less investor friendly environment than 18 months ago. “Wait a minute” you may think, this is more or less the time […]
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Stefan’s weekly: A Case for Crude Oil
Dear Ladies and Gentlemen Looking at the consensus forecasts for crude oil, it seems most analysts see price levels of between USD 55 – USD 60 for the years to come. Three reasons seem to convince most analysts of expecting stable to slightly lower crude oil prices. Reason number one is an assumption of almost […]
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Stefan’s weekly: We value Personal Relationship and Personal Contact
Dear Ladies and Gentlemen At Incrementum AG we are meeting with people on a regular basis. Be it because we are speaking in front of an audience, be it because investors, friends and interested people are taking the opportunity to come and see us in our offices in Schaan, be it because we are invited […]