We hereby want to inform you that as of last week our proprietary inflation indicator has switched to a “FALLING INFLATION” signal from a “50% RISING INFLATION” signal.
Category: Advisory Board
Incrementum Inflation Diversifier – Advisory Board Call – January 2020
This quarter’s advisory board call was different than usual. Instead of having our usual guests, we invited all five partners from Incrementum to discuss their background, their investment style and best investment ideas for 2020 and the new decade.
Repos, QE4, and the Fed’s Failure – Incrementum Advisory Board Q4 – feat. special guest Dan Oliver
Dear investors, friends and clients,
On our advisory board call this quarter we had special guest Dan Oliver, founder of Myrmikan Capital, an advisory firm specializing in precious metals investments. Dan is also president of the Committee for Monetary Research & Education.
During the call we talked about:
- Why gold always maintains its purchasing power
- What happened in the repo market.
- Why QE4 has already started.
- How the Fed has failed.
- Incrementum’s inflation signal turning to “full inflation”.
- Trade ideas for the upcoming quarter.
- and much more.
We hope that you will find our discussion insightful and inspiring!
The Complancency Bubble – Incrementum Advisory Board Q3 – feat. Simon Mikhailovich and Jim Rickards
Dear investors, friends and clients,
Our special guest this quarter was our dear friend Simon Mikhailovich. Simon is a contrarian investor and entrepreneur.
During the call we talked about:
- How the Fed has already created hyperinflation.
- How the US might have to enter a new arms race.
- Why a market crash is not the biggest risk to the US economy and what is the biggst risk actually?
- Why US rates will go lower, and why European rates will become even more negative.
We hope that you will find our discussion insightful and inspiring!
Gold Equities finally turning a corner? Incrementum Advisory Board Q2 – feat. special guest Mark Burridge (Baker Steel)
Dear investors, friends and clients, Are gold equities finally turning a corner? On our advisory board call this quarter we had special guest Mark Burridge, Managing Partner at Baker Steel Capital Managers. Mark has a background in mining geology, and has been in the metals and mining industry for 25 years. As we are very excited about the recently established cooperation between Baker Steel and Incrementum, we thought it might be worthwhile to pick Mark’s brains. During the call we talked about:
- What positive changes are gold mining companies finally making?
- How is ESG and technology changing the mining industry?
- Are we finally close to a recession?
- One economic measure is at a 12-year low – why could that suddenly matter a lot?
- What ticking timebomb could set off the markets?
We hope that you will find our discussion insightful and inspiring! Have a great start into the new week!
Mark J. Valek & Ronald-Peter Stoeferle Incrementum AG
Im alten Riet 102 FL-9494 Schaan www.incrementum.li
Monetary U-Turn – When Will the Fed Start Easing Again? Incrementum Advisory Board Q1/2019 – feat. Special Guest Trey Reik (Sprott USA)
Dear investors, friends and clients,
Are we at the cusp of a Monetary U-Turn? What will the Fed do next; hike, ease, or keep their hand on the pause button?
During this quarter’s advisory board call we had a lively discussion between Jim Rickards, and special guest Trey Reik, about the Fed’s likely next move.
Trey works at Sprott USA, and has deep knowledge about gold, gold mining stocks, and monetary policy.
During the call we also talked about:
• What sort of chairman is Powell showing himself to be?
• Is institutional interest for gold finally coming back?
• How is the fed using balance sheet normalization in conjunction with interest rate policy?
• What is central bank purchasing of gold signalling to the market?
We hope that you will find our discussion insightful and inspiring!
Have a great week!
Kind regards from Liechtenstein,
Mark J. Valek & Ronald-Peter Stoeferle
Incrementum AG
Advisory Board Discussion Q4 2018: “Blockchain Technology – The Biggest Wealth Creation Opportunity of our Lifetime ?” feat. special guest Mark Yusko
Dear investors, friends and clients,
We recently had a special advisory board discussion with Mark Yusko from Morgan Creek Capital Management, LLC. Mark is a veteran investor and asset allocator who is venturing into blockchain Investments. We took the opportunity and talked extensively about his views on blockchain Investments vs traditional Investments.
What we talked about during the call:
- The best way to get exposure to blockchain technology
- The future “normal” asset allocation
- If Crypto assets will replace Gold
We hope that you will find our discussion insightful and inspiring!
Kind regards from Liechtenstein,
Ronald Stöferle & Mark J. Valek
“Crypto Christmas Market Outlook” Advisory Board Discussion Q4 2018
Dear investors, friends and clients,
We recently had our final quarterly advisory board discussion with our advisors to the Crypto Research Report.
What we talked about during the call:
- Are bear markets the perfect environment for technical innovation?
- The current state of the ICO market.
- What do gold and crypto investors have in common?
We hope that you will find our discussion insightful and inspiring!
Kind regards from Liechtenstein,
Demelza Hays & Mark J. Valek
Market Commentary – August 30th 2018
Read our latest analysis on the recent developments taking place in the market.
Advisory Board Discussion Q3 2018: “An Inquiry into Austrian Investing: Profits, Protection and Pitfalls” feat. special guest Kevin Duffy
Dear investors, friends and clients,
We recently had our quarterly advisory board discussion with special guest Kevin Duffy, co-founder of Bearing Asset Management.
Which topics did we discuss during the call?
- Advantages and disadvantages of an “Austrian School” mindset
- Trust loss in western societies
- What will burst “the everything bubble”?
- Investment ideas with Kevin Duffy
We hope that you will find our discussion insightful and inspiring!
Kind regards from Liechtenstein and have a great weekend,
Ronald-Peter Stöferle und Mark J. Valek