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Journal

Alle #nonInflatable Advisory Board Gold und Silber IASF / Seasonal Reflections In the Press Inflation Diversifier Fund Präsentationen Research Stefan's Weekly Wissenswertes
Incrementum AGHans G. SchiefenStefan Markus KremethRonald StöferleMark Justin ValekJeannine GrassingerDr. Christian Schärer

März 2021

  • März 5, 2021

    Bondquake

    Dear Ladies and Gentlemen Many thanks for the feedback to my last weekly. Rising interest rates seem on everyone’s mind. But are the recent bond yield increases really sustainable, and are they even showing a new trend? Jerome Powell Yesterday, Federal Reserve Chairman, Jerome Powell, was interviewed during  the „The Wall Street Journal (WSJ) Jobs Summit“. […]

  • März 12, 2021

    Biases and Philosophy

    Dear Ladies and Gentlemen Wow, my last weekly mail triggered quite some feedback and also led to questions. Many thanks, Ladies and Gentlemen! The Fed’s Mandate Now, most of the feedback and questions hovered around the Fed’s mandate. Some readers feel uneasy with the mandate’s expansion to «maximum employment». I see the point, and one […]

Februar 2021

  • Februar 26, 2021

    Significant Rise in Yields on the US Bond Market

    Dear Ladies and Gentlemen Concerns about monetary tightening in the wake of rising inflation pushed the interest rate on ten-year U.S. government bonds above 1.5 per cent yesterday. Rise in Yields A significant rise in yields on the U.S. bond market led to the highest level in the U.S. government bond market yields since February […]

  • Februar 12, 2021

    Bitcoin

    Dear Ladies and Gentlemen As many of you will know, my partners and I live the privilege of reading books, research, articles, newspapers, and magazines to build up our knowledge base continuously as part of our job. We receive much research for free, but we also buy research from external sources and one product we […]

  • Februar 26, 2021

    Significant Rise in Yields on the US Bond Market

    Dear Ladies and Gentlemen Concerns about monetary tightening in the wake of rising inflation pushed the interest rate on ten-year U.S. government bonds above 1.5 per cent yesterday. Rise in Yields A significant rise in yields on the U.S. bond market led to the highest level in the U.S. government bond market yields since February […]

  • Februar 19, 2021

    How to Profit from Volatility

    Dear Ladies and Gentlemen My partner Mark J. Valek coined the term volatility harvesting, and after my last weekly on cryptocurrencies, I would like to offer to you, Mark’s view on how to take advantage of a highly volatile asset class and explain what is behind «volatility harvesting». Mark is head of digital assets at Incrementum AG. Volatility […]

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