Journal
March 2019
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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 […]
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A simple calculation
Dear Ladies and Gentlemen If you belong to the people who pay their bills primarily in Swiss Francs and/or Euros you belong to a rather large cohort of a few hundred million people living most probably somewhere on the European continent. Today, I would like to show you with a simple calculation why I prefer […]
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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. […]