Journal
March 2018
-
Stefan’s weekly: Crash, Greed and Fear
Dear Ladies and Gentlemen Investors don’t like uncertainty. Yesterday’s financial markets plunge, triggered primarily (but not only) by fears of a global trade war, marked the fifth-largest point decline in the Dow’s history. CNN’s fear and greed index, measuring seven different market indicators, currently shows extreme fear. A potential trade war leads to uncertainty, uncertainty […]
-
Stefan’s weekly: Incrementum Crypto Research Report, Second Edition
Dear Ladies and Gentlemen We are launching the second edition of our Incrementum Crypto Research Report. I highly recommend you to have a look at our dedicated crypto research website and to register to receive your free copy either in German or English: http://cryptoresearch.report/downloads/. In this brand-new edition, we are looking at the following topics: […]
-
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 […]
-
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. […]