Journal

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

May 2019

May 20, 2019

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 […]

March 2019

March 5, 2019

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. […]

February 2019

February 20, 2019

Gold could surge to $1,500 by year-end and US QE is coming back ‘no question’

With gold now trading at a 10-month high, IGTV’s Victoria Scholar spoke with Ronald-Peter Stoferle from Incrementum who said the precious metal could jump to $1,500 by year-end once we go past resistance at $1,360 and $1,380. Stoferle argues for a US recession as soon as 2019 with further quantitative easing (QE) from the central […]

January 2019

January 25, 2019

Investing like the ultimative pros

Dear Ladies and Gentlemen Many thanks for all the replies I received to my last weekly. I collected some pretty detailed answers and it seems there are some well-informed people among my readers. Thank you very much! Let me give you a somewhat different perspective on what may signify long-term investing. I am deliberately simplifying wherever […]

January 23, 2019

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

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, […]

December 2018

December 14, 2018

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 […]