Schlagwort: Technology

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!

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!

Dear investors, friends and clients,

Are gold equities finally turning a corner? 

On our advisory board call this quarter we had special guest Mark Burridge, Managing Partner at Baker Steel Capital Managers. Mark has a background in mining geology, and has been in the metals and mining industry for 25 years. As we are very excited about the recently established cooperation between Baker Steel and Incrementum, we thought it might be worthwhile to pick Mark’s brains. 

During the call we talked about:

• What positive changes are gold mining companies finally making?
• How is ESG and technology changing the mining industry?
• Are we finally close to a recession?
• One economic measure is at a 12-year low – why could that suddenly matter a lot?
• What ticking timebomb could set off the markets?

We hope that you will find our discussion insightful and inspiring!
Have a great start into the new week!   

Mark J. Valek & Ronald-Peter Stoeferle
Incrementum AG

Im alten Riet 102
FL-9494 Schaan
www.incrementum.li