Incrementum Discussion – Narratives, De-Dollarization and Inflation
Below is a recent email that I received from our friend Ronald-Peter (Ronni) Stoeferle over at Incrementum AG. Ronni sat down with Ben Hunt to discuss the markets through a bit of a different lens. It is worth your read.
…
Dear investors, friends and clients,
We recently had our quarterly advisory board discussion with special guest Ben Hunt, author of Epsilon Theory, a newsletter and website that examines markets through the lenses of game theory and history.
What we talked about during the call:
- How Quantitative Tightening will actually be inflationary, rather than deflationary
- How narratives, not reality, drive markets
- Why the US might go to war with North Korea in Q1 2018
- How and when de-dollarization will happen
Click here to download the document
Alternatively, you can listen to the highlights on Youtube.
We hope that you will find our discussion insightful and inspiring!
Kind regards from Liechtenstein,
Ronald-Peter Stoeferle and Mark J. Valek
Corey! What the heck happened today to Theralase!? I got turned into a mega bag holder!
From Dent today:
Dear Subscriber,
Despite the market’s recent record highs, today’s big downturn is proof of what’s to come next…
A historic market crash is imminent and the tidal wave of volatility that follows could crush every investor.
Now, frankly someone with your level of experience has a much better chance of surviving the devastation, but honestly, I don’t know that anyone is truly prepared for what’s about to occur.
In short, the same factors that converged to trigger the Great Depression are aligning once again.
And when they do, the greatest bubble in financial history will burst… with massive chaos soon to follow.
That’s why I’m issuing my most urgent warning in three decades. While the looming crisis will catch millions off guard, I don’t want you to be one of them.
It’s literally a race against the clock… and there’s very little time to prepare for what’s next.
The details on what to do now are right here…
Sincerely,
Harry
No Harry Dent, it’s not a race against the clock….. you are a broken clock.
Since Ronnie was the theme of this editorial, then I’ll repost his keynote from Zurich.
Keynote Presentation: Ronald-Peter Stöferle
Investment Manager, Incrementum AG
Zurich, Switzerland Precious Metals Summit – Nov 8th, 2017
How we might go to war with N Korea Q1 2018.
PCR writes a neat article about competence.
Ive been noticing this for years.
Maybe warships being hit by freighters is an indication too.
I thought it was interesting the 2 get mentioned on the same day.
From Superpower to Incompetence
November 09, 2017
by Paul Craig Roberts, Paul Craig Roberts: