Journal

Incrementum AG Stefan Markus Kremeth Ronald Stöferle Hans G. Schiefen Mark Justin Valek Jeannine Grassinger Dr. Christian Schärer

Mai 2023

Mai 5, 2023

Last Hike?

Good Morning Ladies and Gentlemen Today’s financial press, research, and analysts‘ comments were full of reasons why yesterday’s interest hike by the U.S. Federal Reserve was the last one for this interest rate cycle. Before sharing my view on this topic with you, let me quickly go back to last week’s Stefan’s weekly. Your comments Many thanks, […]

Mai 12, 2023

Tipping Point?

Good Morning Ladies and Gentlemen «The best way to destroy the capitalist system is to debauch the currency. By a continuing process of inflation, governments can confiscate, secretly and unobserved, an important part of the wealth of their citizens.» John Maynard Keynes One last hike? It seems most of my readers think this was […]

April 2023

April 21, 2023

Excerpt from a Message to our Private Clients

Good Morning Ladies and Gentlemen ««I do not know what the future holds for us, but I am confident that things will pick up again after every crisis, and dividends will continue to flow.» Quarterly Report Every quarter I report to our private clients. Let me share a part of the report on Q1 2023. […]

April 28, 2023

Investing in Germany

Good Morning Ladies and Gentlemen «Gentlemen, no one can stop me from getting smarter every day.» Konrad Adenauer Konrad Adenauer Conrad Hermann Joseph Adenauer, Konrad Adenauer, was the first Chancellor of the Federal Republic of Germany from 1949 to 1963 and the first Federal Minister of Foreign Affairs from 1951 to 1955. During a […]

März 2023

März 24, 2023

Taking Responsibility

Good Morning Ladies and Gentlemen «The difficulty lies not in the new ideas but in escaping from the old ones.» By John Maynard Keynes Credit Suisse What happened to Credit Suisse, you may ask? I have been pointing out for years that Credit Suisse, on the one hand, was selling its real estate, writing losses, […]

März 31, 2023

Thank You ! / Credit Suisse / Cryptos

Good Morning Ladies and Gentlemen «The culpability of corporate directors in often putting their interests ahead of shareholders and customers seems a reoccurring, unaddressed course of business. When times are good, they deserve high compensation and stock options; when their decisions cause loss and hardships, it is time for risk to be shared.» By Tom, […]

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