Journal

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

April 2020

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April 30, 2020

Incrementum Inflation Diversifier – Advisory Board Call – April 2020

This quarter’s advisory board call we return to our tried and true format. We had our usual guests. This time our special guest was Rick Rule.

March 2020

March 13, 2020

Gold: a hedge against future policy misﬁres

Dear Ladies and Gentleman, we are pleased to see that we were mentioned in the Financial Times in an opinion piece by David Stevenson. He talks about Golds as an asset during turbulent times and also about how Gold is good investment in times of big central bank interventions.

March 13, 2020

Incrementum Inflation Signal Turns to Falling Inflation Momentum – All Eyes on the “Mother Of All Stimulus Programs”

We hereby want to inform you that as of last week our proprietary inflation indicator has switched to a “FALLING INFLATION” signal from a “50% RISING INFLATION” signal.

February 2020

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February 20, 2020

Incrementum Inflation Diversifier – Advisory Board Call – January 2020

This quarter’s advisory board call was different than usual. Instead of having our usual guests, we invited all five partners from Incrementum to discuss their background, their investment style and best investment ideas for 2020 and the new decade.

November 2019

November 18, 2019

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 […]

August 2019

August 24, 2019

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 […]