In Gold We Trust report 2023

Key Topics from this Year’s In Gold We Trust report:

• This year’s In Gold We Trust report focuses on the analysis of the three showdowns:
  • the monetary policy showdown
  • the geopolitical showdown and associated de-dollarization
  • the gold price showdown
• An in-depth analysis of the state of the US economy, including the presentation of our Incrementum Recession Phase Model. This model is designed to guide investors in their investment decisions during the five different recession phases.
• An exclusive interview with star analyst Zoltan Poszar on the opportunities and risks of a reorganization of the monetary world order (Bretton Woods III).
• A detailed discussion of the process of de-dollarization and the specific initiatives to reduce dependence on the US dollar.
• An exclusive interview with Russell Napier on inflation, financial repression, and the CAPEX cycle.
• An in-depth look at the flow of gold from West to East and the Chinese gold market in particular.
• Guest author Jan Nieuwenhuijs presents his thesis that Chinese gold reserves could be twice as high as officially stated.
• A suggestion for goodwill to end the squabbles in the sound money camp between supporters of gold and those who favor Bitcoin.
• Background articles on various topics such as the crack-up boom phenomenon, the Chinese silver standard, and a proprietary bull market indicator.
• A detailed chapter on silver and its portfolio characteristics.
• A look at the CAPEX shortage in the mining sector and the technical analysis of the gold price.
• In the last chapter, as every year, we ask ourselves the question “Quo vadis, aurum?” and present an update of our gold price forecast.