Risk of Rising Inflation Rates?
| Dear Ladies and Gentlemen
My partners Ronni Stöferle and Mark Valek and many of their helping hands came up with a special report getting somewhat more in-depth into the inflation/deflation topic. I am happy to dedicate this weekly mail to their exciting work, which shares an interesting point of view. Please see for yourself and please enjoy the read: „The extraordinary events of 2020 have motivated us to write an In Gold We Trust special on the heightened risk of rising inflation rates. We chose the classic children’s fable „The Boy Who Cried Wolf“, by Æsop as the leitmotif of this report. Why did we choose this allegory? As the story goes, a boy guarding over sheep jokingly cries wolf, twice. After returning to the village twice, the locals decide not to respond when the boy cries again. Little did the villagers know that this time the wolf was attacking the sheep. Similarly, the global paradigm of the past decades has been disinflationary and occasional warnings about rising consumer price inflation have not materialised. Now, with debts at an all-time high and trust in public institutions eroding, populist policies could serve as the bedrock of a new inflationary paradigm. We suspect that the monetary developments of 2020, coupled with the recent paradigm shift, could soon push inflation rates significantly higher. Policymakers and investors at large are reluctant to acknowledge this possibility. Decades of the deflationary paradigm have rendered them wholly sceptical of a potential wolf attack: spiking inflation. The main topics of this In Gold We Trust special are:
The In Gold We Trust special report can be read and downloaded here: The Boy Who Cried Wolf – Inflationary Decade Ahead? (English) Given the unique combination of circumstances, we are convinced that inflation poses a high risk towards wealth and its creation. Investors would do well to reconsider traditional portfolio theory in favour of something more robust against inflation risk.“ As always, please feel free to share your ideas and thoughts with me, but please do not forget (instead of hitting the reply button) to send your messages to smk@incrementum.li Many thanks, indeed! Ladies and Gentlemen, I wish you a good start into the day, a wonderful weekend, and above all, good health! Yours truly, Stefan M. Kremeth Tel.: +423 237 26 60 |
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