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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
Dr. Stefan M. KremethMark J. ValekIncrementum AGHans G. SchiefenRonald-Peter StoeferleDr. Christian Schärer

September 2025

  • September 12, 2025

    2025 Year-End Competition; an Update

    Good Morning Ladies and Gentlemen ”The greatest mistake you can make in life is to be continually fearing you will make one.” Elbert Hubbard    The first article in our series exploring a broader conceptualisation of wealth was published in Executive Global Magazine. Just in case you feel like spending a moment reading it, feel […]

  • September 19, 2025

    From Interest Rate Cuts to Constraints in Diplomacy

    Good Morning Ladies and Gentlemen ”In the real world, nothing happens at the right place and time. It is the job of journalists and historians to correct that.” Mark Twain    The Financial Times reported that for individuals purchasing health insurance in the U.S. through government exchanges, the median increase in 2026 is 18%, more […]

  • September 5, 2025

    Politics’ Possible Influence on Capital Expenditure

    Good Morning Ladies and Gentlemen ”And I’ll keep my cool, but I’m feigning.” Macy Gray in her iconic song “I Try”   An editor at the Frankfurter Allgemeine Zeitung newspaper once coined the term ‘insufficiency terrorists’ (Insuffizienz-Terroristen) to describe a phenomenon. It refers to managers who fail to recognise their shortcomings and force those around […]

August 2025

  • August 29, 2025

    A Cultural Examination of Wealth through Literary Art

    Good Morning Ladies and Gentlemen ”If a tree falls in the woods and there’s no one around to hear it, does it still make a sound?” Jesse Felder   In a series of four articles unfolding over the summer, my friend Anton, who lives in Oxford (UK) and works in the financial services sector, and […]

  • August 15, 2025

    Stop Moralising / Interpreting Latest Data / Inflation And Growth Perspective

    Good Morning Ladies and Gentlemen ”Don’t gamble; take all your savings and buy some good stock, hold it until it goes up, then sell it. If it doesn’t go up, don’t buy it.” Will Rogers   Europe’s difficult situation is home-made, and I think humanity is currently engaged in a significant experiment. Because in the […]

  • August 22, 2025

    The U.S. Federal Reserve System

    Good Morning Ladies and Gentlemen ”Nvidia and Microsoft account for 15% of the S&P 500’s market capitalisation.” Common Knowledge   When a government prioritises avoiding austerity measures over managing fiscal deficits, state expansion and the resultant increase in state deficits may become one-way streets. Nonetheless, Ladies and Gentlemen, it is essential to recognise that time […]

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