The best environment for gold!
Tom Bodrovics interviews Ronald Stöferle on the major themes of this year’s In Gold We Trust Report and the resulting implications.
Tom Bodrovics interviews Ronald Stöferle on the major themes of this year’s In Gold We Trust Report and the resulting implications.
The well-known advisor for HNWIs Claudio Grass invites you to a conversation. Main topic of the discussion is, of course, the new edition of the In Gold We Trust report under the guiding theme of monetary climate change.
Dear Ladies and Gentlemen
Please let me start this week’s edition of “Stefan’s weekly” with a short administrative message on the publications front of Incrementum AG.
I do not know if you know, but Incrementum AG has a LinkedIn account. If you are interested in reading regular posts from the partners of Incrementum AG, please feel free to follow us on LinkedIn.
Ladies and Gentlemen, I receive many questions on how to invest and on if the market is going to crash and if we will see massive inflation. The fact is I can not foresee the future, but let me give you my point of view.
I know there is risk, i.e. volatility, in equities, and many companies’ valuations seem expensive, and all major Dow indices (Industrial, Transport, Utilities) showed relative weakness in the last week, and I would not rush in and buy stocks across the market franticly, but if you see an opportunity, why not starting the building up of a position?
We see oil with unwavering strength, and the trend in the Nasdaq 100 futures remains up and if we consider bonds a no-go, where to put the cash? Well, first of all, I am a big fan of cash. When markets are shaky for a few days, weeks or even months, cash comes in handy and can help build up positions at reasonable prices. However, I am also a big fan of equities. Long-term, it makes sense to me to be and to stay invested in equities of companies producing positive cash-flows without trying to time the market too much. Market timing is challenging, and few people do get it right.
In any case, investing in so-called “risk assets” involves primarily the capacity of handling risk, i.e. the capacity of accepting volatility. People are different and thus feel different about accepting risk. That is why a portfolio should always be structured according to your personal desires, needs and your very personal risk appetite.
Please, Ladies and Gentlemen, let me know about your experiences in asset management. What is important to you, and how do you handle risk? Do you think the market is a ticking time bomb?
… but please do not forget (instead of hitting the reply button) to send your messages to smk@incrementum.li
Many thanks, indeed!
Ladies and Gentlemen, I wish you an excellent start to the day, a wonderful weekend, and above all, good health!
Yours truly,
Stefan M. Kremeth
Wealth Management
Incrementum AG – we love managing assets
Tel.: +423 237 26 60
Cell: +41 79 303 48 39
Im alten Riet 102
9494 Schaan/Liechtenstein
Mail: smk@incrementum.li
Ronald Stöferle is a guest at the 2021 Gold Summit. In conversation with Boaz Shoshan, the main topic is monetary climate change and its significance. Boaz works for Nigel Farage and his Fortune & Freedom newsletter.
Ronald Stöferle joins Ed Coyne on Sprott Gold Talk Radio to talk about the newly published In Gold We Trust report. Centre to the discussion are the topics of Gold, Silver as well as mining equities.
Ronald Stöferle deals specifically with this topic in his interview with Jochen Staiger from Commodity-TV. This is the big topic of the hour and, in addition to our special report on inflation in the late 2020s, also a big topic in this year’s In Gold We Trust Report.
Ronald Stöferle joins Ed Coyne on Sprott Gold Talk Radio to talk about the newly published In Gold We Trust report. Centre to the discussion are the topics of Gold, Silver as well as mining equities.
Ronald Stöferle deals specifically with this topic in his interview with Jochen Staiger from Commodity-TV. This is the big topic of the hour and, in addition to our special report on inflation in the late 2020s, also a big topic in this year’s In Gold We Trust Report.
Dear Ladies and Gentlemen
My partner Dr Christian Schärer, Incrementum’s Chairman, is an expert on uranium investments. Christian is a long-time industry professional and accumulated know-how in a sector many investors are shunning away from.
He is often called in as an expert and interviewed on the subject, and therefore I take the liberty of sharing one of these interviews from SRC’s latest uranium report with you.
The interview he gave is based on uranium stocks’ recent positive price moves but gives you an impression and a lot of background information of a market very few people know about. Please enjoy the read:
Interview with Dr. Christian Schärer – Incrementum
Please do not hesitate to write back to me, and please let me know your views or share your personal experiences!
… but please do not forget (instead of hitting the reply button) to send your messages to smk@incrementum.li
Many thanks, indeed!
Ladies and Gentlemen, I wish you an excellent start to the day, a wonderful weekend, and above all, good health!
Yours truly,
Stefan M. Kremeth
Wealth Management
Incrementum AG
Tel.: +423 237 26 60
Cell: +41 79 303 48 39
Im alten Riet 102
9494 Schaan/Liechtenstein
Mail: smk@incrementum.li
Dr. Schärer, over the last few months, a two
– track market development can be observed on
the uranium market. While there has been little
price movement in the physical uranium
market, uranium shares have risen quite
dynamically. What are the reasons for this
differentiated market recovery?