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Journal

Alle #nonInflatable Advisory Board Gold und Silber IASF / Seasonal Reflections In the Press Inflation Diversifier Fund Präsentationen Research Stefan's Weekly Wissenswertes
Incrementum AGStefan Markus KremethRonald StöferleHans G. SchiefenMark Justin ValekJeannine GrassingerDr. Christian Schärer

November 2024

  • November 1, 2024

    Rising Yields? / Elections’ Impact on Financial Markets

    Good Morning Ladies and Gentlemen ”Art is like oxygen.” Marina Abramović Rising yields? I was asked why yields are rising in the U.S., and I am happy to share my view. It seems many market participants are selling some of their bond holdings before the elections (= yields are rising) as a hedge against a […]

Oktober 2024

  • Oktober 25, 2024

    In Gold We Trust Chartbook 2024

    Der Herbst ist da, und wie jedes Jahr präsentieren wir unser In Gold We Trust Chartbook für 2024, das einige der wichtigsten Charts für das aktuelle Marktumfeld enthält.

  • Oktober 18, 2024

    ECB / Entitlement Society

    Good Morning Ladies and Gentlemen   ”Anyone can make it, but not everyone.” Gerd Ziegler ECB Before we dig into today’s somewhat philosophical topic, let us quickly look at what happened on the interest rate front. Yesterday’s European Central Bank (ECB) meeting resulted in the widely anticipated 25 basis point interest rate cut. Another 25 basis […]

  • Oktober 11, 2024

    Year-End Competition: an Update

    Good Morning Ladies and Gentlemen   ”It would also be nice if I were 6’2”, had a full set of hair, and stayed an even 190 pounds throughout adulthood. However, all these wishes are pipe dreams, so we need to make do with what we have.” Kevin Muir (the MacroTourist) Update Already Q4 again. I […]

  • Oktober 25, 2024

    Self-Realisation / Strong Period Ahead / Beige Book / Uncertainty

    Good Morning Ladies and Gentlemen   ”Maturing hurts.” Richard David Precht   Entitlement Society: last week’s topic Thank you all for the emails I have received. Many people shared their thoughts in response to my views on an entitlement society, and I genuinely appreciate it. I was especially pleased that I am not the only Supertramp […]

  • Oktober 16, 2024

    „Die Musi am Goldmarkt spielt in den Emerging Markets“

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