Journal
Juni 2024
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Bank of America / UEFA EURO 2024
Good Morning Ladies and Gentlemen „Tis not unreasonable for me to prefer the destruction of the whole world to the scratching of my finger.„ David Hume Bank of America monthly survey Bank of America (BofA) delivers revealing data from monthly surveys among global fund managers. I like looking at those surveys and seeing these […]
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Das Goldene Quartett
Wie vier österreichische Freunde aus der Jugendzeit zu BIG PLAYERN IM GOLD-BUSINESS wurden. Und warum der Preis für das Edelmetall weiter steigen wird.
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Crisis? / Milei / Rate Cuts / Elections
Good Morning Ladies and Gentlemen „If printing money would end poverty, printing diplomas would end stupidity.„ Javier Gerardo Milei Your E-Mails I receive more and more e-mails from readers asking where markets are heading. I personally believe markets are reasonably stable. I am not too afraid of an imminent market crash; inflation seems to […]
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Year-End Competition; an Update
Good Morning Ladies and Gentlemen „You’ll never find a rainbow if you’re looking down.„ Charlie Chaplin Update Before all my readers go on vacation, I figured sending you an update on the Incrementum 2024 Year-End Competition would be appropriate. When I was writing this “Stefan’s Weekly”, the prices for the S&P 500 stood at […]
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Advisory Board Call – Q2 2024
Advisory Board Call – Q2 2024 Mit großer Freude informieren wir Sie über die Veröffentlichung unseres 2024 Q2 Advisory Board Call: „From Wedlock to Deadlock: The East-West Divorce“ – mit Brent Johnson und Louis-Vincent Gave.