Journal
August 2026
Juli 2026
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You’ll Never Walk Alone: The Value of Trusted Companions in Uncertain Times
Good Morning Ladies and Gentlemen “You’ll Never Walk Alone.” Supporters of the legendary Liverpool Football Club Today’s edition is all about “Stefan’s Weekly” itself – why it exists and where it comes from. Please read it with a pinch of salt, but not just that, and look forward to a touch of pathos in […]
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Gold als Benchmark: Wie der Incrementum Active Gold Fund den Goldpreis hinter sich lässt
e-fundresearch.com | Gold als Benchmark: Wie der Incrementum Active Gold Fund den Goldpreis hinter sich lässt
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When the Headlines Are Loudest, Fundamentals Matter Most
Good Morning Ladies and Gentlemen “Tesla doesn’t sell more cars than any other automaker. It isn’t more profitable than the competition, either. But investors continue to give it a market capitalisation equal to the combined value of the next 37 largest automakers.” The Wall Street Journal Overtaken by Events Whenever I reflect on the […]
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More Than The Magnificent Seven and Some Hidden Risks
Good Morning Ladies and Gentlemen “Our Attention Economy has been taken to its extreme. People are shouting nonsense, and no one even blinks. But that doesn’t mean it isn’t nonsense.” Peter Atwater Michael Arone from State Street suggests that we should not overlook the importance of recent earnings results simply because they appear concentrated. […]