The New Incrementum/Erste Bank Gold Report

Our good friends Ronald Stöferle and Mark Valek of the Incrementum Fund in Liechtenstein have just published the latest annual “In Gold We Trust” report for 2014.

Several of the themes developed in last year's report are updated, inter alia the interplay between private sector deleveraging and the inflationary policy  employed by central banks against it, as well as the scenario and ratio analysis for evaluating gold.

The report overall presents the most comprehensive overview of the fundamental and technical backdrop on gold and gold stocks one is likely to find anywhere and contains interesting and valuable information of both a theoretical and practical nature.

As always, it is a great read no gold aficionado can afford to miss. The extended Incrementum version of the report can be downloaded here.

Enjoy!