Ronald-Peter Stöferle, Managing Partner & Fund Manager at Incrementum AG based in Germany, just released the firm’s outlook on markets. He agreed to let us post this report on our site before he joins us on this week’s weekend show.

Here’s his recap and PDF file link at the bottom.

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Incrementum Chartbook “Who’s afraid of Recession”:  Why A Recession In The US Is Coming Closer & How To Be On The Right Side Of The Trade

Dear investors, advisory board-members and friends,

In our last “In Gold we trust Report” from June 2015 we emphasized, that we do not see a self-sustaining US-recovery, as post-crisis growth rates were largely enabled by borrowing growth from the future via monetary inflation. Back then, we included the chapter “Who’s afraid of Recession” in the report, in which we highlighted that the likelihood of an approaching recession was higher than generally expected.

Nine months later we feel that the next US recession has come a lot closer. In fact we may be steering towards it right now. Whether it starts in 2016 or in early 2017 is immaterial. However, consequences for investors will be severe. Therefore we dedicated a chartbook on the possibility of an approaching recession.

Our Chartbook “Who’s Afraid Of Recession” covers the following topics:

• Did we go through a whole economic cycle without growth having really taken off?
• Signs of an upcoming recession
• What’s going on in central bankers’ heads these days?
• What’s Next?
• How can investors prepare?
• Appendix: May recessions be regarded as the lesser evil?

Click here to download the file!

Take warning, the upcoming recession could play out differently than the last ones. We do hope you find the presented material helpful and interesting!

Click here to read the full PDF report.