Journal

Dr. Stefan M. Kremeth Incrementum AG Ronald-Peter Stoeferle Hans G. Schiefen Dr. Christian Schärer Mark J. Valek

August 2020

August 21, 2020

Fear of Inflation

Dear Ladies and Gentlemen I hope you all had an inspiring summer and were able to relax and decompress from what for many was a challenging first half of 2020. I did enjoy a vacation in Switzerland, at home, working in the garden, reading, cooking (I started experimenting with vegan recipes) and playing golf. The […]

Juli 2020

Juli 17, 2020

Corrigendum

Dear Ladies and Gentlemen Many thanks for your messages on my weekly mail on crude oil. I received many positive feedbacks. Thank you very much. However, my old friend Mark noticed a mistake. I wrote: „Venezuela’s daily production stands at roughly 600 million barrels per day, while in 2017 they were producing 1.9 million on average […]
Juli 3, 2020

Inertia

Dear Ladies and Gentlemen Inertia is a tendency of doing nothing or remain unchanged. It can be synonymously used with words like inactivity, passivity or inaction. In most cases, inertia is terrible. We can find inertia everywhere also in the financial industry. Inertia in the financial industry may lead to severely insufficient returns. I am […]

Juli 10, 2020

Rebalancing the Crude Oil Market

Dear Ladies and Gentlemen Energy prices are an essential pillar in any economy. I am generally interested in energy prices as such; today, however, I would like to focus on crude oil and on what can be expected on the crude oil price front over the next 12 – 24 months. Crude oil’s price development, […]

Juni 2020

Juni 19, 2020

Everything is going to be fine

Dear Ladies and Gentlemen Central Banks are doing everything to avoid economic calamities, and I am not necessarily against it. However, now it seems we are entering an entirely new phase of central bank intervention in financial markets. Central banks are now buying corporate bonds directly in the markets. While this may seem not worth […]

Juni 26, 2020

Inflation ?

Dear Ladies and Gentlemen Thank you very much for all your positive feedback on the Oscar Wilde quote. I am happy you liked it. Today I am asking myself: Are there any signs of inflation? Currently, we cannot say so. We do not see any significant increase in commodity futures prices. Especially on the energy […]

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