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Thursday Conversation - Ronni Stoeferle of Incrementum AG


If you've been a gold investor for any period of time, then you know that the "In Gold We Trust" report put out annually by Incrementum AG is always a must read. One of the principal authors of the report, Ronni Stoeferle, is a longtime friend of TFMR and it's a pleasure to have him back today to go over some of this year's highlights.

Though the compact version of the report is embedded below, the entire full-length version can be found freely available here: https://ingoldwetrust.report/?lang=en

As you might imagine, I could talk to Ronni all day so it was difficult for me to pick just a couple of things to discuss with him. For this call, out of the many chapters, we chose to focus upon these three points:

  • the global economy, QE∞, the coming stagflation and the impact on gold
  • the historic undervaluation of the mining shares relative to the gold price
  • why it may soon be time for silver to shine again

Of what must be over 100 charts in this year's report, I chose these eight to accompany this call. Please look them over and follow along as Ronni mentions them.

Many, many thanks to Ronni and his team for their diligent efforts in crafting this invaluable masterpiece, year after year. And thanks, too, to Ronni for so generously sharing his time with us today.


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Key Economic Events Week of 6/27

6/27 8:30 ET Durable Goods
6/27 1:25 ET Jul22 Silver option expiry
6/27 10:00 ET Pending home sales
6/28 10:00 ET Consumer Confidence
6/28 10:00 ET Richmond Fed
6/28 12:30 ET Goon Daly
6/29 8:30 ET Q1 GDP final guess
6/29 9:00 ET Chief Goon Powell
6/29 11:30 ET Goon Mester
6/29 1:00 ET Goon Bullard
6/29 1:25 ET Jul22 Silver off board
6/30 8:30 ET PCE and Core PCE
6/30 8:30 ET Pers Inc and Cons Spend
6/30 9:45 ET Chicago PMI
7/1 9:45 ET S&P Manu PMI
7/1 10:00 ET ISM Manu PMI

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