Journal

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

September 2018

September 21, 2018

Stefan’s weekly: Was ist bis zum Jahresende zu erwarten?

Dear Ladies and Gentlemen Once in a while I receive mails from one or the other reader asking me, why I am still generally positive for equities, while the world is full of problems with trade wars looming, governments piling up more and more debt and central bank balance sheets exploding and you know, Ladies […]

Juli 2018

Juli 6, 2018

Stefan’s weekly: Are Low Interest Rates a Nightmare?

Dear Ladies and Gentlemen I received a fair amount of feedback to my last weeklies. Many thanks especially to Robert and Patrick, who are always very challenging readers and ask questions that make me think further (…and usually lead to some more work on my side), Alain, an old friend who shares my passion for […]

Juni 2018

Juni 22, 2018

Stefan’s weekly: Interview Finance Monthly Magazine

Dear Ladies and Gentlemen I was asked if I was willing to give a short interview for the upcoming issue of the “Finance Monthly” magazine. I was and today I am happy to share the questions as well as my answers with you. 1) What inspired you to found Incrementum? The inspiration of founding Incrementum AG was […]

Juni 29, 2018

Stefan’s weekly: One Defensive Equity Market

Dear Ladies and Gentlemen I am looking at the markets and I am surprised. There are so many reasonably intelligent and well-informed people out there with a negative view on markets looking for a crash to happen. Usually an equity markets crash does not happen when the markets have come down roughly 10% over the last […]

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