Journal
März 2025
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Incrementum Year-End Competition 2025-Edition / First Update
Good Morning Ladies and Gentlemen ”The public buys the most at the top and the least at the bottom.” Attributed to Wall Street Legend Bob Farrell Update Can you believe we are already wrapping up the first quarter of 2025? Time is flying by! I wanted to share a quick update on the Incrementum […]
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Incrementum Year-End Competition 2025-Edition
Good Morning Ladies and Gentlemen ”It’s such a momentous change going on. If it continues like this, capital allocators will wonder: ‘Do I want to stay allocated to the U.S.?” Mansoor Mohi-uddin, chief economist at Bank of Singapore I believe that Europe is undergoing an awakening process, which is a positive development! However, […]
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Incrementum Year-End Competition 2025-Edition / Part II
Good Morning Ladies and Gentlemen ” It remains seen how these developments affect future spending and investment.” Fed Chair Jerome Powell In his post-meeting press conference, Federal Reserve Chair Jerome Powell recognised the significant level of uncertainty prevailing among American consumers and businesses. He attributed much of this apprehension to the „turmoil“ associated with […]
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Where Will Growth Come From?
Good Morning Ladies and Gentlemen ”Don’t criticise what you can’t understand.” Bob Dylan In my previous weekly update, I discussed the possibility of stagflation in the U.S., and I received a few messages asking how considerable that risk was. Obviously, I do not know, and usually, stagflation is rare. However, household consumption and […]