Journal
Mai 2026
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Energy Transition as Economic Shock Absorber
Good Morning Ladies and Gentlemen “Countries moving away from oil and gas are shielding their economies against the kinds of price shocks that we’re seeing currently.” Dutch Climate Minister Stientje van Veldhoven Many thanks for all the generous feedback on my last “Stefan’s Weekly” and especially on my daughter Lucie’s second song. To me, the song […]
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From Ostracism to Oil Shocks: Climate Cycles and Economic Fault Lines Plus a New Song
Good Morning Ladies and Gentlemen “The difference between humans and animals is that animals never allow a fool to lead the pack.” attributed to: Sir Winston Leonard Spencer-Churchill Ostracism was a political procedure in ancient Greece, particularly associated with Athens, employed to remove unpopular or excessively powerful citizens from the political sphere. The term […]
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Macro Masterminds | Bitcoin, Aktien, Gold – warum JETZT alles steigt
Mark Valek, Partner der Incrementum AG ist zu Gast in der ersten Ausgabe der Podcastreihe Macro Masterminds und diskutiert gemeinsam mit Moderator Niko Jilch sowie Alexandra Jansen (CEO von Ecofin Solutions) und Phil Lojacono (Managing Partner bei Blockstream Capital Partners) die massiven Verschiebungen an den globalen Finanzmärkten.
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IGWT Monthly Gold Compass – Mai 2026
Wir freuen uns, Ihnen den IGWT Monthly Gold Compass für Mai 2026 zu präsentieren, der eine Vielzahl beliebter Charts enthält.