Journal
April 2020
March 2020
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Year-End Competition
Dear Ladies and Gentlemen Interesting times demand for an interesting competition! Let us have another year-end competition. I know it is still early in the process, but I think you will like the challenge. I hope for a few bold predictions. Those who follow my weekly mails for some time will know, that I don’t like […]
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Full Stop or the Road to Zero
Dear Ladies and Gentlemen Today’s weekly “Full Stop or the Road to Zero” covers some of the thoughts I was sharing with our investors during the course of the week. I was writing two mails to our private clients this week. I tried to explain what had happened in financial markets and what my thoughts were. […]
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Private Wealth Manager of the Year – Live Wire Award for Stefan M. Kremeth
The judging panel was particularly impressed with the profound understanding of monetary history that Stefan and his team possess. Judge Andrew Walsh said: “Incrementum evaluate investments from a global economy perspective, taking the current state of the global monetary regime into account. This analysis produces a truly holistic view of the state of financial markets, […]
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First positive signs?
Dear Ladies and Gentlemen Many thanks for your kind messages to my last weekly mail “Full Stop or the Road to Zero”. I think there are some first positive news out there, but they are not yet strong enough to stand up against the bad news. Still, Apple announced the successful reopening of all of […]