Tag: gold

Active Rebalancing of Bitcoin Improves Portfolio Performance

Posted on by Mark Justin Valek

Similar to the gold standard, cryptocurrencies are competing to become the dominant digital store of value protocol. A mixed gold and bitcoin portfolio has had a higher risk-return performance than single asset portfolios because of the low correlation between gold and bitcoin. Combining the gold and bitcoin portfolio with rebalancing bands, allows investors to manage Bitcoin’s volatility and transaction fees on turnover.

Speakers:
Demelza Hays is a research analyst for Incrementum AG and is responsible for the Crypto Research Report published by Incrementum. Moreover, she is developing innovative investment solutions in the field of cryptocurrencies.

Mark Justin Valek is a partner of Incrementum AG and responsible for Portfolio Management and Research.

Thursday (Monday) Conversation – Ronald-Peter Stoeferle

Posted on by Ronald Stöferle

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 indicate higher prices are coming in the months ahead.
3) A preview of IGMT 2019 and a discussion of the primary themes of the report.

Gold could surge to $1,500 by year-end and US QE is coming back ‘no question’

Posted on by Incrementum AG

With gold now trading at a 10-month high, IGTV’s Victoria Scholar spoke with Ronald-Peter Stoferle from Incrementum who said the precious metal could jump to $1,500 by year-end once we go past resistance at $1,360 and $1,380. Stoferle argues for a US recession as soon as 2019 with further quantitative easing (QE) from the central bank on its way ‘no question’. Meanwhile he says ‘silver should outperform gold’.

Ronald-Peter Stöeferle: The Perfect Storm for Gold & Mining Stocks

Posted on by Ronald Stöferle

Ronald feels that we are in a perfect storm for gold as his inflation indicator began to rise this January. One should load up on inflation-sensitive currencies, mining equities, physical gold, and the commodity sector in general. The combination of monetary tightening and rising rates is going to lead to recessionary risks and the economic numbers show a dramatic cooling.

Time Stamp References:

1:40 – Perfect storm for gold is brewing.

3:00 – Recessionary risks are increasing.

3:40 – Federal Reserve monetary U-Turn.

5:30 – His long-term targets for gold.

6:50 – Central banks are buying.

7:30 – Institutional investors remain on the sidelines.

8:45 – Entering the second stage of the bull market.

10:30 – Recent gold and mining equities performance.

13:20 – Dedollarization is increasingly an important topic.

14:20 – US Dollar is rolling over.

Ronald Stoferle – Next Crisis Will Be a Crisis of Our Monetary System

Posted on by Ronald Stöferle

Silber Bullion TV speaks with returning guest, Ronald Stoferle of Incrementum AG, about what he observed about Chinese attitude towards gold during his recent visit to Shanghai for the China International Precious Metals Annual Conference.

Discussed in this interview:

03:18 Chinese economy is struggling

05:38 China & US: Which country needs the other more?

09:48 China debt addiction and economy

13:41 Chinese Yuan to be the next reserve currency?

21:05 De-dollarization: Is the dollar’s reserve currency status under threat?

24:37 Petrol yuan: Saudi to accept Yuan payments for oil?

28:08 Outlook for gold 2019

32:44 Oktoberfest beer to gold ratio

Ronald Stöferle – Author of In Gold we Trust Report talks predictions and China’S role in gold markets

Posted on by Ronald Stöferle

In an episode of The Expat Money Show, Ronald Stöferle, author of In Gold We Trust Report talks about the relationship between The Austrian School of Economics and The Gold Standard.  Also, China’s Role In Gold Markets, and his Gold Prediction 2019.

Click here to listen the audio file:

Incrementum Inflation Signal: Reversal To “Rising Inflation” – Interpretation and Investment Impact

Posted on by Incrementum AG

Dear investors, advisory board members and friends,

We hereby want to inform you that as of the beginning of January, our proprietary inflation indicator has switched from “FALLING INFLATION” to a full blown “RISING INFLATION” signal.

In the following please find a detailed analysis and interpretation of the Inflation Signal and our current macro thoughts, as well as the impact on the investment process.

Ladies and gentlemen, we believe that current valuations in inflation sensitive assets are a tremendous buying opportunity which we want to utilize.

Best regards,

Mark J. Valek & Ronald-Peter Stoeferle
Incrementum AG