Journal
March 2019
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Low inflation is going to stay for some time! Readers feedback
Dear Ladies and Gentlemen My last weekly mail on Japanese conditions in global government bond markets triggered a few messages by readers. Unfortunately the format of my weekly mail doesn’t allow me to publish all of the answers in full length but as usual I am very happy to include some of the ideas and […]
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Japanese conditions – low inflation is going to stay for some time!
Dear Ladies and Gentlemen Japanese conditions in global government bond markets are more and more likely. But what does it mean for our investors with reference currency Euro or Swiss Francs, if Germany’s 10-year government bond yields 0% or almost 0%, Switzerland’s 10-year government bond even yields -0.75%. What does it mean, if central banks […]
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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. […]
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The Good News about the Next Recession
The Federal Reserve is switching gears and halting interest-rate hikes for the near future, amid fears of another global crisis. The United States is entering a recession and there will be quantitative easing again, predicts Ronald Stöferle. He argues that the worst is over for mining stocks and the gold price, as they stand to gain […]
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Ronald Stöferle at the 2019 Gold Summit
Ronald Stöferle speaks with Boaz Shoshan at Gold Summit about the current world economic situation, as well as the past and current Gold performance.
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Thursday (Monday) Conversation – Ronald-Peter Stoeferle
Ronni Stoeferle is discussing the current happenings in gold and if/how this year’s IGWT will jibe with our theme of 2010+9. This discussion primarily focuses upon three, key points: 1) The rally in gold from late 2018 that ended with a thud last week. 2) Ongoing developments in gold and the mining shares that likely […]