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.
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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