Category: Research

Launch of new Crypto Research Report – Interview with Mark J. Valek

Posted on by Mark J. Valek

The quarterly Crypto Research Report is the leading authority on crypto currencies and blockchain investments for financial market participants and institutions. Each issue includes exclusive interviews, statistical analysis of different crypto currencies and helpful insights into the most interesting and frequently asked questions of the time.

Content:
1:10 Market overview
2:40 Interview with Mark Valek
24:33 Flashnews
27:46 Link of the day

Launch of new Crypto Research Report – Interview Mark J. Valek
https://cryptoresearch.report/?lang

Active Rebalancing of Bitcoin Improves Portfolio Performance

Posted on by Mark J. Valek

Similar to the gold standard, cryptocurrencies are competing to become the dominant digital store of value protocol. A mixed gold and bitcoin portfolio has had a higher risk-return performance than single asset portfolios because of the low correlation between gold and bitcoin. Combining the gold and bitcoin portfolio with rebalancing bands, allows investors to manage Bitcoin’s volatility and transaction fees on turnover.

Speakers:
Demelza Hays is a research analyst for Incrementum AG and is responsible for the Crypto Research Report published by Incrementum. Moreover, she is developing innovative investment solutions in the field of cryptocurrencies.

Mark Justin Valek is a partner of Incrementum AG and responsible for Portfolio Management and Research.

Incrementum Inflation Signal: Reversal To “Rising Inflation” – Interpretation and Investment Impact

Posted on by Incrementum AG

Dear investors, advisory board members and friends,

We hereby want to inform you that as of the beginning of January, our proprietary inflation indicator has switched from “FALLING INFLATION” to a full blown “RISING INFLATION” signal.

In the following please find a detailed analysis and interpretation of the Inflation Signal and our current macro thoughts, as well as the impact on the investment process.

Ladies and gentlemen, we believe that current valuations in inflation sensitive assets are a tremendous buying opportunity which we want to utilize.

Best regards,

Mark J. Valek & Ronald-Peter Stoeferle
Incrementum AG

Incrementum Crypto Research Report – October Edition

Posted on by Dr. Stefan M. Kremeth

Dear Ladies and Gentlemen

Our Crypto-Team just published the latest issue of the Incrementum Crypto Research Report, please have a look at it:

Bitcoin has entered its third bear market that has lasted over six months. The year-to-date return is roughly -50 %, although, the year-over-year return is about +150 %. This edition concludes our first year of publications, and we are excited to embark on our second year of writing the Crypto Research Report with our newest Premium Partner, Bitpanda, one of the largest cryptocurrency brokerages in the world.

Exclusive interview with Liechtenstein’s Prime Minister, Adrian Hasler: Liechtenstein’s new “Blockchain Gesetz” describes how tangible assets can be tokenized and traded on public blockchains. The world’s first regulated security token was approved by Liechtenstein regulators in September.
Smart Contracts: Utility coins underperformed payment coins during the last year; however, some utility coins have a bright future. In our Coin Corner chapter, we compare Ethereum, NEO, and the newly released EOS. Despite a rocky launch, EOS’ strong legal and development team in the U.S. is garnering investor attention.
How to Value a Cryptocurrency’s Fundamental Value: Our network calculations overwhelmingly indicate that the cryptocurrency market is still overbought, and according to this valuation method further corrections could be ahead.

The Incrementum Crypto Research Report can be downloaded from the following links:

Crypto Research Report – (73 pages) – English
Crypto Research Report – (81 pages) – Deutsch

And now, Ladies and Gentlemen, please keep on sharing your thoughts and ideas with me. Please feel encouraged to do so but please don’t forget (instead of hitting the reply button) to send your messages to:

smk@incrementum.li

Ladies and Gentlemen I wish you a great day and weekend.

Kind regards.

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
Web: www.incrementum.li

Chartbook “In Gold we Trust 2018“

Posted on by Incrementum AG

In Gold we Trust Chartbook 2018

Dear Ladies and Gentlemen,

We are proud that our 12th annual “In Gold we Trust” report was very well received and disseminated to more than 1.7 million people.

Obviously, not all our readers had time to read the entire 220+ pages. We therefore decided to put together a compendium of some of the most compelling charts and important conclusions of the report. Of course, we also had a look at the current technical setup of the gold price.

Some of the key takeaways of our new chartbook are:

A turn of the tide in monetary policy: 10 year liquidty party is ending due to QT and rising interest rates.

A turn of the tide in the global monetary architecture: De-Dollarization is real. Trade and currency wars might be the consequence

A turn of tide in technological process: cryptocurrencies and gold are friends, not foes

Gold’s status quo: Heavily skewed risk/reward-profile after capitulation selling. CoT report offers best setup in 17 years. USD 1,180 is a crucial support level.

The chartbook can be downloaded below.

Have a great day and please do not hesitate to contact us if you should have any questions!

Yours truly,

Ronald-Peter Stoeferle and Mark J. Valek

Incrementum AG
Im alten Riet 102
9494 Schaan/Liechtenstein
Mail: ingoldwetrust@incrementum.li
Web: www.incrementum.li