Tag: FED

Monetary U-Turn – When Will the Fed Start Easing Again? Incrementum Advisory Board Q1/2019 – feat. Special Guest Trey Reik (Sprott USA)

Posted on by Incrementum AG

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

Passion and Merry Christmas

Posted on by Stefan Markus Kremeth

Dear Ladies and Gentlemen

December was for most of us a rather grim month with markets going down significantly. As I wrote in my previous weekly mails, this is all part of investing and we have to be able to bear the pain, else we may rather not invest at all.

Yesterday, the Fed acted according to their mandate and the major message was that the Fed did not seem to be wanting to react whatsoever to the tweets by President Donald Trump. I personally think this is very confidence inspiring as it may be seen as a clear sign of the U.S. central bank’s independence.

Now, Ladies and Gentlemen, this is my last weekly for the year and I would like to thank all of you, my readers. Thank you very much for all the interesting comments and questions.

You know, reading, looking at markets, investing, discussing scenarios, speaking and writing about all of this is my passion and I will continue doing it also in 2019 and I hope you will stay tuned and keep sending me your feedback!

I wish you all a relaxed and funky Christmas and a prosperous and inspiring 2019 !!

Many thanks for everything and kind regards.

Yours truly,

Stefan M. Kremeth
Wealth Management
Incrementum AG

Zuri Invest Gala Dinner November 2018: “In Gold We Trust” With Ronald Stöferle

Posted on by Ronald Stöferle

Ronald Stöferle gives a speech ” In Gold we Trust” at Zuri Invest Gala Dinner.

He is discussing the following:
1) Status Quo
2) A turn of Tide in Monetary Policy
3) A turn of Tode in the Global Monetary Architecture
4 ) Gold Stocks
5) Conclusion: Quo Vadis, Aurum?