Journal
März 2023
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Impact of rising interest rates on real estate investments, article by Dr Christian Schärer and Stefan M. Kremeth
Good Morning Ladies and Gentlemen For this article, we were asked to elaborate on our view on the impact of rising interest rates on real estate investments. After a general introduction to current topics, we will outline what we consider critical factors of this popular asset class in the now-changed interest rate environment.One year ago, […]
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Incrementum Year-End Competition 2023-Edition
Good Morning Ladies and Gentlemen All about fun! For those who have joined our readers recently, every year, I organise a year-end competition in guess, for example, the price of gold, silver, crude oil, the SMI, a cryptocurrency or the S&P 500 Index. Predictions Regularly, I receive emails from readers asking me where I think […]
Februar 2023
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And the winner is
Good Morning Ladies and Gentlemen «We all should want to stay ahead in a fast-paced environment yet always incorruptible and sensitive.» Michael from California won our quick competition. He sent the correct answer, i.e. Fourth Turning by Neil Howe, and William Strauss, 27 minutes after Stefan’s weekly was sent out. He certainly was […]
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Assisted Thinking
Good Morning Ladies and Gentlemen One of the issues I see when speaking to investors, something I do a lot and genuinely like doing, is what I would call their «assisted thinking». «You must not run after money; you must go towards it.» Aristoteles Onassis Influence Our surroundings, family, friends, the media, social contacts, gurus, […]