A2A with Ronni Stoeferle of Incrementum AG

62

Most folks at TFMR look forward each year to the annual "In Gold We Trust" report from Incrementum AG of Liechtenstein. One of the co-authors of this report is Ronni Stoeferle and it was a great pleasure to have Ronni visit our A2A platform earlier today.

First of all, if you haven't yet seen this year's In Gold We Trust report, the full text can be found here: https://ingoldwetrust.report/en/gold-report/ We also featured the executive summary of the report back in June and you can find it embedded in this link, too: https://www.tfmetalsreport.com/blog/8375/guest-post-latest-gold-we-trust...

Ronni was a very patient and generous guest as he addressed every listener question over the course of this 70-minute call. Just a few of the topics covered include:

  • Since 2012, why hasn't the dollar price of gold continued to track the US monetary base and US debt level?
  • Does a flattening US yield curve inevitably lead to recession?
  • Is a global gold revaluation or "reset" pending?
  • Will the Chinese back their currency with gold at some point?
  • Global attitudes toward gold and the physical possession of gold.
  • How a falling gold:silver often foreshadows rising gold prices.
  • The potential impacts of pricing crude oil in yuan.
  • And much, much more!

There is an abundance of good information contained in this recording so please try to carve out some time to give it a thorough listen. Thanks again to Ronni for being so generous with his time and we hope to have him back at TFMR soon!

TF

  62 Comments

  Refresh
Human Mushroomabundance
Jul 14, 2017 - 11:14pm

@abundance What's a VPN

Virtual Private Network

It basically hides your actual IP Address (your connection to the Internet) that is provided by your service provider.

For example, I use Comcast, however, when I use ExpressVPN, my connection to the Internet can actually be be from any city or country that ExpressVPN provides. I live in Vermont, a great deal of the time I use a connection in NYC.

When I want to be able to get into an ICO (Initial Coin Offering)(crypto stuff that people here don't want to talk about), which usually isn't allowed by U.S. people because of the tax hassles in foreign countries, I connect to the Internet in Switzerland. That way when I connect to the Internet, it looks like I live in Switzerland, and the ICO website allows me in.

So for me a VPN serves a dual purpose:

1. Keeps my Internet activity sorta private

2. Allows me to look like I live in Europe for investing in ICO's.

matt_
Jul 14, 2017 - 11:01pm

Virtual Private Network

VPN advice: don't use a free one, and pay for one from a company that you can trust. The VPN offers some privacy, but only if the company/person running the VPN server cares about your privacy.

abundance
Jul 14, 2017 - 3:43pm
JQuestMarkedtofuture
Jul 14, 2017 - 3:16pm

@ Privacy Mythbusting #6: Security equals privacy!

VPN....

Just get the right one....

infometron
Jul 14, 2017 - 12:56pm

Brave

is a pretty good search engine as well for those of who wish to suppress and see the extent to which our activities would otherwise be tracked... https://brave.com/

abundance
Jul 14, 2017 - 12:46pm

markedtofuture..thanks for privacy post

I use the free avast product..and didn't realize the tracking though I could

see it during the day..duckduckgo is great isn't it!!

bently
Jul 14, 2017 - 11:27am

No

My answer would instead be that WHEN you see CDG separating from USDJPY, it would be sign of physical stress in the market finally appearing.

canary
Jul 14, 2017 - 11:24am

@bentley...it would be nice...

If gold ever separates from USD/JPY index...Would it mean that the cartel lost control?...They would have to find a different index connecting gold...Maybe JPY/USD?

Visit the FAQ page to learn how to track your last read comment, add images, embed videos, tweets, and animated gifs, and more.

bently
Jul 14, 2017 - 11:15am

NO

I have been wondering if and when super- big physical purchases start coming through, whether the PMs could actually separate themselves and trade independently of USD/JPY. Your answer appears to be an emphatic NO.

tyberious
Jul 14, 2017 - 10:54am

EVIDENCE: Supreme Court

EVIDENCE: Supreme Court Justice John Roberts Was ‘Hacked’ By Obama Officials

https://bigleaguepolitics.com/evidence-supreme-court-justice-john-robert...

Subscribe or login to read all comments.

Contribute

Donate Shop

Get Your Subscriber Benefits

Private iTunes feed for all TF Metals Report podcasts, and access to Vault member forum discussions!

Key Economic Events Week of 9/14

9/15 8:30 ET Empire State and Import Price Idx
9/15 9:15 ET Cap Ute and Ind Prod
9/16 8:30 ET Retail Sales
9/16 10:00 ET Business Inventories
9/16 2:00 ET FOMC Fedlines
9/16 2:30 ET Powell Presser
9/17 8:30 ET Philly Fed
9/18 8:30 ET Current Acct Deficit

Key Economic Events Week of 9/7

9/9 10:00 ET JOLTS job openings
9/10 8:30 ET Initial jobless claims
9/10 8:30 ET PPI
9/10 10:00 ET Wholesale Inventories
9/11 8:30 ET CPI
9/11 9:45 ET Core CPI

Key Economic Events Week of 8/31

9/1 9:45 ET Markit Manu Index
9/1 10:00 ET ISM Manu Index
9/1 10:00 ET Construction Spending
9/2 8:15 ET ADP employment
9/2 10:00 ET Goon Williams
9/2 10:00 ET Factory Orders
9/3 8:30 ET Initial jobless claims
9/3 8:30 ET Trade Deficit
9/3 12:30 ET Goon Evans
9/4 8:30 ET BLSBS

Key Economic Events Week of 8/24

8/24 8:30 ET Chicago Fed Idx
8/25 10:00 ET Consumer Confidence
8/26 8:30 ET Durable Goods
8/27 8:30 ET Q2 GDP 2nd guess
8/27 9:10 ET Chief Goon Powell Jackson Hole
8/28 8:30 ET Pers Inc and Consumer Spend
8/28 8:30 ET Core Inflation
8/28 9:45 ET Chicago PMI

Key Economic Events Week of 8/17

8/17 8:30 ET Empire State Manu Idx
8/17 Noon ET Goon Bostic
8/18 8:30 ET Housing Starts
8/19 2:00 pm ET July FOMC minutes
8/20 8:30 ET Jobless claims
8/20 8:30 ET Philly Fed
8/20 10:00 ET LEIII
8/21 9:45 ET Markit flash PMIs July

Key Economic Events Week of 8/10

8/10 10:00 ET Job openings
8/11 8:30 ET Producer Price Idx
8/12 8:30 ET Consumer Price Idx
8/13 8:30 ET Initial jobless claims
8/13 8:30 ET Import Price Idx
8/14 8:30 ET Retail Sales
8/14 8:30 ET Productivity & Unit Labor Costs
8/14 8:30 ET Cap Ute and Ind Prod
8/14 10:00 ET Business Inventories

Key Economic Events Week of 8/3

8/3 9:45 ET Markit Manu PMI July
8/3 10:00 ET ISM Manu PMI July
8/3 10:00 ET Construction Spending
8/4 10:00 ET Factory Orders
8/5 8:15 ET ADP employment July
8/5 9:45 ET Markit Service PMI
8/5 10:00 ET ISM Service PMI
8/6 8:30 ET Initial jobless claims
8/7 8:30 ET BLSBS for July
8/7 10:00 ET Wholesale Inventories

Key Economic Events Week of 7/27

7/27 8:30 ET Durable Goods
7/28 9:00 ET Case-Shiller home prices
7/29 8:30 ET Advance trade in goods
7/29 2:00 ET FOMC Fedlines
7/29 2:30 ET CGP presser
7/30 8:30 ET Q2 GDP first guess
7/31 8:30 ET Personal Income and Spending
7/31 8:30 ET Core inflation
7/31 9:45 ET Chicago PMI

Key Economic Events Week of 7/20

7/21 8:30 ET Chicago Fed
7/21 2:00 ET Senate vote on Judy Shelton
7/22 10:00 ET Existing home sales
7/23 8:30 ET Jobless claims
7/23 10:00 ET Leading Economic Indicators
7/24 9:45 ET Markit flash PMIs for July

Key Economic Events Week of 7/13

7/13 11:30 ET Goon Williams speech
7/13 1:00 ET Goon Kaplan speech
7/14 8:30 ET CPI for June
7/14 2:30 ET Goon Bullard speech
7/15 8:30 ET Empire State and Import Price Idx
7/15 9:15 ET Cap Ute and Ind Prod
7/16 8:30 ET Retail Sales and Philly Fed
7/16 11:00 ET Goon Williams again
7/17 8:30 ET Housing Starts and Permits

Forum Discussion

randomness