Journal

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

März 2025

März 7, 2025

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 […]

Februar 2025

Februar 21, 2025

The Political Downside of Money Printing

Good Morning Ladies and Gentlemen ”That most delicious of all privileges – spending other people’s money.” John Randolph of Roanoke In my view, the political ramifications of money printing manifest in an escalating dependency on the state for various forms of support. Events such as the Great Financial Crisis, the pandemic, and the Ukraine […]

Januar 2025

Januar 24, 2025

European Equities / Common Sense / Liz Taylor

Good Morning Ladies and Gentlemen ”Put on some lipstick and pull yourself together.” Elizabeth Taylor In our increasingly complex world, many individuals seek simple explanations for a wide range of issues. It’s all too easy to assign blame to a single person or group for problems such as unemployment, inflation, pandemics, and other […]

Januar 31, 2025

Central Bank Action / Economic Growth

Good Morning Ladies and Gentlemen ”Just the facts, Ma’am.” Joe Friday, Dragnet Last Week’s “Stefan’s Weekly Thank you for the feedback on last week’s edition of “Stefan’s Weekly”. Before getting into today’s topic, let me add another comment to last week’s discussion. Politicians need to prioritise their service to the state, which encompasses the needs […]

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