Journal

Stefan Markus Kremeth Incrementum AG Hans G. Schiefen Ronald Stöferle Jeannine Grassinger Dr. Christian Schärer Mark Justin Valek

May 2023

May 5, 2023

Last Hike?

Good Morning Ladies and Gentlemen Today’s financial press, research, and analysts’ comments were full of reasons why yesterday’s interest hike by the U.S. Federal Reserve was the last one for this interest rate cycle. Before sharing my view on this topic with you, let me quickly go back to last week’s Stefan’s weekly. Your comments Many thanks, […]

May 5, 2023

Monthly Gold Compass – May 2023

We are happy to present to you our Monthly Gold Compass chartbook for May 2023. It is packed with our most popular charts.

April 2023

April 21, 2023

Excerpt from a Message to our Private Clients

Good Morning Ladies and Gentlemen ««I do not know what the future holds for us, but I am confident that things will pick up again after every crisis, and dividends will continue to flow.» Quarterly Report Every quarter I report to our private clients. Let me share a part of the report on Q1 2023. […]

March 2023

March 31, 2023

Thank You ! / Credit Suisse / Cryptos

Good Morning Ladies and Gentlemen «The culpability of corporate directors in often putting their interests ahead of shareholders and customers seems a reoccurring, unaddressed course of business. When times are good, they deserve high compensation and stock options; when their decisions cause loss and hardships, it is time for risk to be shared.» By Tom, […]