Journal
März 2025
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Incrementum Year-End Competition 2025-Edition / Part II
Good Morning Ladies and Gentlemen ” It remains seen how these developments affect future spending and investment.” Fed Chair Jerome Powell In his post-meeting press conference, Federal Reserve Chair Jerome Powell recognised the significant level of uncertainty prevailing among American consumers and businesses. He attributed much of this apprehension to the „turmoil“ associated with […]
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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
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Let Us Speak About Stagflation
Good Morning Ladies and Gentlemen ”It’s never stupid to be afraid of shit that can kill you.” Anna Windsor, from Bound by Light (a book I have not read) Stagflation is a challenging economic phenomenon characterised by high inflation, low growth, and elevated unemployment rates. In this week’s edition of „Stefan’s Weekly,“ I […]
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Debt
Good Morning Ladies and Gentlemen ”I wasn’t worth a cent two years ago, and now I owe two million dollars.” Mark Twain I have long been interested in debt and have observed a prevalent misperception of its nature among the general populace. I would like to clarify that not all forms of debt […]