Incrementum writes
We hereby want to inform you that as of last
week friday, our proprietary inflation indicator has switched from a “50%
RISING INFLATION” to a full blown “RISING INFLATION” signal.
At a point in time where disinflation and deflation scare once more seem to be
the name of the game in financial markets, we are receiving an opposing
indication from our inflation signal. We therefore want to take some time to
discuss this signal change and explain our investors how this will impact our
investment strategy.
Our view on the current market environment as well as an elaborate
interpretation of our recent inflation signal signal can be found in the
following document:
Incrementum Inflation Signal – Switch
to full inflation signal