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!

 



Ronald-Peter Stöferle in an interview with Peak Prosperity

Stöferle argues that gold is poised to move explosively higher. He sees a new bull market beginning for the precious metal — one likely to quickly build momentum as the impending recession arrives and the world’s central banks revert to extreme easing policy measures.

Gold in the Age of Eroding Trust

Dear Ladies and Gentlemen
 
They did it again! As every year, my partners Ronni Stöferle and Mark Valek have invested a considerable amount of time into what we believe to be the most extensive research piece that has ever been written on gold.
 
The narrative of this year’s edition is “Gold in the Age of Eroding Trust” and how the widespread as well as multi-facetted erosion of trust affects gold and may affect the price of gold. Among others, the following topics are covered this year:

  • Review of the most important events in the gold market over the past 12 months 
  • “The Monetary U-Turn” and its impact on the gold price
  • The increasing importance of gold as reserve asset in a time of de-dollarization
  • Gold stocks: reasons for our confidence (ESG, technology, valuation)
  • Outlook for gold price development 

Further highlights of the report include exclusive interviews and guest contributions from and with many well-known personalities, such as Jim Rogers or Prof. Steve Hanke.
 
In the following please find the download links for all editions of the report:
 
English version:
Extended Version – English (340 pages) 
Compact Version – English (100 pages) 

Please feel free to share our Incrementum In Gold we Trust report with family, friends, and colleagues.
 
If you should have any questions, please feel free to contact my partner Ronni Stöferle under: rps@incrementum.li 

Enjoy the reading, Ladies and Gentlemen and have a great day and weekend. 

Kind regards.
 
Yours truly, Stefan M. Kremeth
Wealth Management
Incrementum AG

Interview: Mark Valek, The Future of Gold Conference, March 2019

In this interview, conducted by Brecht Arnaert, editor-in-chief of Macrotrends, Mark Valek highlights the differences (and similarities) between crypto and gold, and considers what putting them together can do for smoothing our your potential returns.

Mark Valek: „Gold and Bitcoin: Stronger Together?“

Mark Valek discusses the relationship between gold and crypto-currencies and why combining them into one strategy can form a great position for weathering the coming economic storm.
From “The Future of Gold Conference”, March 2019.

Launch of new Crypto Research Report – Interview with 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