In Gold We Trust, Released on 5/23/23
The In Gold We Trust report for 2023, titled “Showdown,” focuses on upcoming showdowns between the West and the East, competing currencies, monetary policy, and the gold price.
The report highlights the consequences of low interest rates, the current economic slowdown, elevated inflation rates, and their impact on monetary policy. It also examines asset performance during recessions, with gold emerging as a favorable investment option. Additionally, it addresses geopolitical dynamics, including the role of gold in reducing the dominance of the US dollar as a trading currency.
Further chapters in the report include:
• An analysis of the US economy with the Incrementum Recession Phase Model for investment guidance during recession phases.
• Exclusive interview with Russell Napier discussing inflation, financial repression, and the CAPEX cycle.
• Focus on gold flow from West to East, specifically the Chinese gold market.
• Call to end disputes within the sound money community between gold and Bitcoin supporters.
• Background articles on topics like the crack-up boom phenomenon, Chinese silver standard, and a proprietary bull market indicator.
• Detailed chapter on silver and its portfolio characteristics.
• Technical analysis of the gold price.
• Final chapter addressing the question “Quo vadis, aurum?” with an update on the gold price forecast.
Further information here: https://ingoldwetrust.report/?lang=en
Ronald-Peter Stöferle is Managing Partner and Fund manager at Incrementum AG, based in the Principality of Liechtenstein. The company focusses on asset management and wealth management and is one hundred percent owned by its partners. Ronald manages a fund that invests based on the principles of the Austrian School of Economics.