A2A with Ronni Stoeferle of Incrementum AG

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With 2018 off to a wild start in equities, bonds and commodities, what better time to check in again with our pal, Ronni Stoeferle, co-author of the great annual report "In Gold We Trust".

As we discuss here frequently, 2018 is shaping up to be a volatile year across global markets, and with $15T in QE now sloshing around the planet, any inkling of a breakout in commodities could quickly turn into an avalanche.

To that end, it was great to visit with Ronni again today and address all of these issues. We also take time to discuss the implications of the chart you see below. You should be sure to take a good, long hard look at it. (click to enlarge)

This was a very informative podcast. Please be sure to give it a thorough listen.

TF

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Key Economic Events Week of 9/26

9/26 8:30 ET Chicago Fed
9/27 6:15 ET Goon Evans
9/27 7:30 ET Chief Goon Powell
9/27 8:30 ET Durable Goods
9/27 10:00 ET Goon Bullard
9/27 10:00 ET Consumer Confidence
9/28 8:30 ET Goon Bostic
9/28 2:00 ET Goon Evans
9/29 8:30 ET Q2 GDP final guess
9/30 8:30 ET PCE
9/30 8:30 ET Personal Inc and Spend
9/30 9:00 ET Goon Brainard
9/30 9:45 ET Chicago PMI
9/30 10:00 ET UMich Inflation Exp.
9/30 12:30 ET Goon Barkin

Forum Discussion

by Wade Case, Sep 28, 2022 - 9:01pm
by Mendelson, Sep 28, 2022 - 7:12pm
by GuerrillaCapitalist, Sep 28, 2022 - 2:05pm
by argentus maximus, Sep 27, 2022 - 8:53am
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