A2A with Ronni Stoeferle of Incrementum AG

Loading the player ...

Download Podcast (Right Click + 'Save As')

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


83 Comments

Turd Ferguson's picture

2017 In Gold We Trust

MODERATOR
Turd Ferguson's picture

Re the S&P

MODERATOR

Here's what you'll want to watch for the next day or so.

RickshawETF's picture

Gold !

Got me both gold and silver today! 

Must mean the PM market's about to take off . . .

AgAuMan's picture

silver

silver

brolgaboy's picture

666 getting close

love it!

matt_'s picture

Miners holding on

Tomorrow will be very interesting.  I accumulated 600 shares of NUGT today. surprise

Turd Ferguson's picture

This from two hours ago

MODERATOR

Discusses stock market, bonds and hyper leverage.

http://www.kereport.com/2018/02/08/margin-supported-markets-spread-board/

matt_'s picture

Watch Cramer nearly have a stroke on camera

https://www.cnbc.com/2018/02/08/cramer-blames-this-weeks-crazy-market-on-a-group-of-morons.html

Don't sell Twitter or Snap!  A complete group of morons who don't know the difference between a stock and bond are blowing up the market!

My god.  Anyone with half a brain knows this stock market was a bubble bound to pop.

Clarki Stomias's picture

Nobody Cares?

It's on.

Seemingly outta nowhere.

Just as we expected.

1:26 PM - 8 Feb 2018

Island Teal's picture

very interestion Euro view

Just listened - lots of good information.

Dow off $900 +

Don't forget Banco Santander when looking at DBsurprise

Markedtofuture's picture

Budget deal is brimming with special tax breaks

The Bipartisan Budget Act that Congress is set to pass Thursday is brimming with tax provisions for a variety of special interests, including racehorse owners, small private colleges and television and film companies.

At least two of the tax breaks help the constituents of Senate Majority Leader Mitch McConnell (R-Ky.), who negotiated the deal with Democratic Leader Charles Schumer (N.Y.).

Altogether, the special tax provisions amount to $17.4 billion over the next four years, with most of the costs incurred — $13.3 billion — in fiscal year 2018, according to an analysis released by the Joint Committee on Taxation (JCT).

http://thehill.com/policy/finance/372992-budget-deal-is-brimming-with-special-tax-breaks?

surftale's picture

Jesse Felder

Marcus's picture

>>>?

How do I paste a pic? I keep getting this message:

Because of your browser security settings, the editor is not able to access your clipboard data directly. You are required to paste it again in this window.

Please paste inside the following box using the keyboard (Ctrl/Cmd+V) and hit OK

And I keep trying without success. Damn.

Turd Ferguson's picture

oh shit....

MODERATOR

Looks like 2540 will be a pretty important level to watch tomorrow.

Response to: Re the S&P
silver10sguy's picture

Thank You AGXIIK for Medicare Outlook

Sir,  very excellent post on your outlook for Medicare and inflation's coming impact.  Glad your wife had some excellent medical care in her time of need.  I figured the inflation would have terrible implications in the future and you outlined it well.  For now glad I have great health and silver. 

Ned Braden's picture

@ Marcus

I don't think you can paste an image. Must be "uploaded" from your account page

Turd Ferguson's picture

this from January 16

MODERATOR

Might be my favorite tweet of the year...if I do say so myself...

 

bookers126's picture

DOW

I see the DOW drop is over 1,000 points. 

I just know the media talking heads will never say the DOW needs to retest the 7,o00 mark or at least retest the 16,000 mark before it can head up again. 

Marcus's picture

I despise curling, but...

...I could be persuaded, possibly, to alter my opinion somewhat...

PS.  Thanks, Ned Braden above, for the info. I understand now.

Ned Braden's picture

@ Marcus

Are you a former hockey player by chance ?

Marcus's picture

No, Ned...

I have no interest in, nor understanding of, hockey (which makes me a bit of an oddball here in Canada, where hockey is almost a national religion). Trading futures contracts is my only sport, if one chooses to call it a sport.

boomer sooner's picture

Curling

If they wore that outfit I might get interested.

OOOBuck's picture

Crude (more or less) - Pot holding - BTC?

Oil threatened to fall through $60/bbl (presumably due to continuing reports of a build in oil inventories).  Closed the day around $60.40/bbl, down about a buck and a half.  This week's trend is no friend.  Consumption/production reports are useless in predicting where oil is headed.  Look at these headlines from oilprice.com

         

Cdn5 Pot went high fresh out of the gate but closed the day down 1.6%.  Best performer was Cronos Group, up 4.33%.

BTC and ETH are still struggling to hang onto their respective 8 handles.  Tonight and tomorrow's performance may help in determining where the cryptos are headed.  Hint: you don't want to fall back to $7,500/coin.  BTC currently holding in the area of $8,400 and ETH at $815. Good luck!

Angry Chef's picture

I like Curling....

....Now I like it even more. Hard ! Hard ! Hard !

streber's picture

This one min vid always makes me chuckle

OOOBuck's picture

Marcus - let's be thankful she didn't have a broom

I'm sure she and photographer had a good laugh doing that shoot.

imach1's picture

Andy Hoffman sold all his gold! WOW

chocolatechiphorses's picture

Andy Hoffman

Yes and he now calls it a barbarous relic!    

Syndicate contentComments for "A2A with Ronni Stoeferle of Incrementum AG"