Journal

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

May 2019

May 3, 2019

Michael J. Burry

Dear Ladies and Gentlemen Michael J. Burry is an American, physician, investor, and hedge fund manager. He was founder of the hedge fund Scion Capital, which he ran from 2000 until 2008. Burry was one of the first investors to recognize and profit from the subprime mortgage crisis and became famous when he was portrayed in […]

April 2019

April 12, 2019

Yield or how to receive cashflows in a negative yield environment

Dear Ladies and Gentlemen I received a few mails on my very provocative statement that house pets, farming and children produce an enormous amount of greenhouse gases. I was provocative on purpose. It was my intention to trigger some reactions. I received two mails on the indirect financing of (nuclear) weapons via government bonds. It […]

March 2019

March 22, 2019

Low inflation is going to stay for some time! Readers feedback

Dear Ladies and Gentlemen My last weekly mail on Japanese conditions in global government bond markets triggered a few messages by readers. Unfortunately the format of my weekly mail doesn’t allow me to publish all of the answers in full length but as usual I am very happy to include some of the ideas and […]

March 29, 2019

Environmental, Social and Governance friendly (Part one)

Dear Ladies and Gentlemen Once every few weeks I receive messages by readers that ask me about Environmental, Social and Governance (ESG) friendly investments. I think it is about time to take up this topic. This week, in part one, I would like to share some basic information and explain some of the terminology used in […]