Under the brand “30 Under 30” the German edition of Forbes unites young pioneers from Germany, Austria and Switzerland since 2017. Here, star chefs meet VC investors, opera singers meet start-up founders and researchers meet Olympic champions. What connects them all: They change the world with their actions. One of these young pioneers is Demelza Hays.
Author: Incrementum AG
In Gold we Trust Report 2018
Dear investors and friends,
We are delighted to send you the 12th edition of our annual “In Gold we Trust” report titled “Gold and the Turning of the Monetary Tides”. The report’s Leitmotif of the turning of the tide refers to three fundamental changes that are currently unfolding:
1) Change of the tide in monetary policy: the reversal from QE to QT will lead to a net decrease in central bank liquidity. This is the first big crash test for financial markets in a decade.
2) Change of the tide in the global monetary order: In 2008 central banks turned from net-sellers of gold to net-buyers. China, India, Russia and Turkey are the big official players these days. This is just one aspect of the big trend towards de-dollarization. Gold will play a major role in the multi-polar monetary order of the future.
3) Change of the tide in technology: Crypto currencies and the blockchain-technology have come to stay. Gold and cryptocurrencies are not foes, but friends. In fact, a collaborative approach would play to the strengths of both. The first gold-based cryptocurrencies are underway as we speak.
Further key topics and takeaways of the report:
- Quo Vadis, Aurum?
- Inflation vs. Deflation – The Big Showdown?
- Precious Metals Shares – More Than Silver Lining?
- China – the global economy’s Sword of Damocles?
- Exclusive interview with Luke Gromen: “The dollar appears to be in Zugzwang!”
- Exclusive interview with Dr. Richard Zundritsch, FA Hayek’s nephew: “Hayek would prefer gold to Bitcoin”
We would like to invite you to join us on our annual journey and hope that you will enjoy reading our 12th “In Gold we Trust” report as much as we enjoyed writing it. Have a great day and please do not hesitate to contact us, if you should have any questions!
Yours truly,
Ronald-Peter Stoeferle & Mark J. Valek
Incrementum AG
In Gold we Trust 2018 Teaser
In Gold we Trust 2018 will be out soon! Don’t miss this year’s edition of the In Gold we Trust report!
Advisory Board Discussion Q2 2018: “The Market is Grossly Underestimating the Impact of Quantitative Tightening and Inflation” feat. special guest John Hathaway
Dear investors, friends and clients,
We recently had our quarterly advisory board discussion with special guest John Hathaway, the grandseigneur of the gold and mining industry.
Which topics did we discuss during the call?
- QT: The market is going through its biggest stress test in 10 years
- Which resistance level must gold break to start rising again?
- What are the consequences of the escalating trade war?
- Are we in a new bull market for gold? Which gold stocks does John particularly like at the moment?
- Are we going to see inflation further picking up in 2018?
We hope that you will find our discussion insightful and inspiring!
Kind regards from Liechtenstein and have a great weekend,
Ronald-Peter Stoeferle & Mark J. Valek
“Crypto – Crash or Correction? Blockchain Market Outlook” Advisory Board Discussion Q1 2018
Dear investors, friends and clients,
We recently had our first quarterly advisory board discussion with our advisors to the Crypto Research Report and crypto fund for professional investors.
What we talked about during the call:
- Initial coin offerings (ICOs) are a new way for firms to raise capital internationally.
- Long on Bitcoin and short on Bitcoin Cash?
- Gold backed cryptocurrencies can bring stability.
- Cryptocurrencies are getting young people interested in gold.
We hope that you will find our discussion insightful and inspiring!
Kind regards from Liechtenstein,
Demelza Hays & Mark J. Valek
Cryptocurrencies: Ready For Institutional Investment?
Demelza Hays spoke at DEWA Investment Manager Breakfast in Zurich about the topic: “Cryptocurrencies: Ready For Institutional Investment?” See here photos and the slides from the event.
Incrementum publishes second Crypto Research Report
Incrementum AG released the second Crypto Research Report this week.
Blockchain: an overview
Demelza Hays gives an overview over the blockchain technology for the LSE Business Review.
Advisory Board Discussion Q1 2018: “Inflation on the Horizon & Electrification, the upcoming Megatrend?” feat. special guest Gianni Kovacevic
Dear investors, friends and clients,
We recently had our quarterly advisory board discussion with special guest Gianni Kovacevic, an expert on copper and electrification.
What we talked about during the call:
- Oil is going into terminal decline – which commodity will take its place?
- The Fed is raising rates and gold is rising – why?
- Is Trump about to enter a trade war with China?
- Inflation and deflation are at a tug of war – in which direction will it tip?
We hope that you will find our discussion insightful and inspiring!
Kind regards from Liechtenstein,
Ronald-Peter Stoeferle & Mark J. Valek
Cryptocurrencies and the Blockchain Technology
Read Demelza Hays guest article on Cryptocurrencies and the Blockchain Technology which was published by The Lindau Nobel Laureates Meeting Blog.