A2A with Ronni Stoeferle of Incrementum AG

83

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

Feb 8, 2018 - 12:19pm
Feb 8, 2018 - 2:32pm

Re the S&P

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

RickshawETF
Feb 8, 2018 - 2:39pm

Gold !

Got me both gold and silver today!

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

AgAuMan
Feb 8, 2018 - 2:40pm

silver

silver

brolgaboy
Feb 8, 2018 - 3:19pm
matt_
Feb 8, 2018 - 4:07pm

Miners holding on

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

Alabama Shakes - Hold On (Official Video)
Feb 8, 2018 - 4:09pm
matt_
Feb 8, 2018 - 4:25pm

Watch Cramer nearly have a stroke on camera

https://www.cnbc.com/2018/02/08/cramer-blames-this-weeks-crazy-market-on...

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.

Clarkii Stomias
Feb 8, 2018 - 4:28pm

Nobody Cares?

It's on.

Seemingly outta nowhere.

Just as we expected.

1:26 PM - 8 Feb 2018

Island Teal
Feb 8, 2018 - 4:30pm

very interestion Euro view

Just listened - lots of good information.

Dow off $900 +

Don't forget Banco Santander when looking at DB

Subscribe or login to read all comments.

Contribute

Donate Shop

Get Your Subscriber Benefits

Exclusive discount for silver purchases, and a private iTunes feed for TF Metals Report podcasts!

Key Economic Events Week of 7/22

7/23 10:00 ET Existing home sales
7/23 10:00 ET Richmond Fed Manu Idx
7/24 9:45 ET flash Markit PMIs
7/25 8:00 ET Count Draghi/ECB policy meeting
7/25 8:30 ET Durable Goods
7/25 8:30 ET Wholesale Inventories
7/26 8:30 ET Q2 GDP first guess

Key Economic Events Week of 7/15

7/15 8:30 ET Empire State Fed Index
7/16 8:30 ET Retail Sales and Import Price Index
7/16 9:15 ET Cap Ute and Ind Prod
7/16 10:00 ET Business Inventories
7/17 8:30 ET Housing Starts and Building Permits
7/18 8:30 ET Philly Fed
7/19 10:00 ET Consumer Sentiment

Key Economic Events Week of 7/8

7/9 8:45 ET Fed Stress Conference, three Goon speeches
7/10 8:30 ET CGP Hump-Hawk prepared remarks
7/10 10:00 ET CGP Hump-Hawk House
7/10 10:00 ET Wholesale Inventories
7/10 2:00 ET June FOMC minutes
7/11 8:30 ET CPI
7/11 10:00 ET CGP Hump-Hawk Senate
7/11 12:30 ET Goon Williams
7/12 8:30 ET PPI

Key Economic Events Week of 7/1

7/1 9:45 ET Markit Manu PMI
7/1 10:00 ET ISM Manu PMI
7/1 10:00 ET Construction Spending
7/2 6:35 ET Goon Williams
7/3 8:15 ET ADP June employment
7/3 8:30 ET Trade Deficit
7/3 9:45 ET Markit Services PMI
7/3 10:00 ET ISM Services PMI
7/3 10:00 ET Factory Orders
7/4 US Market Holiday
7/5 8:30 ET BLSBS

Key Economic Events Week of 6/24

6/25 10:00 ET New Home Sales
6/25 1:00 pm ET Chief Goon Powell
6/25 5:30 pm ET Goon Bullard
6/26 8:30 ET Durable Goods
6/27 8:30 ET Q1 GDP final guess
6/28 8:30 ET Personal Income and Consumer Spending
6/28 8:30 ET Core Inflation
6/28 9:45 ET Chicago PMI

Key Economic Events Week of 6/17

6/18 8:30 ET Housing Starts and Building Permits
6/19 2:00 ET FOMC Fedlines
6/19 2:30 ET CGP presser
6/20 8:30 ET Philly Fed
6/21 9:45 ET Markit flash June PMIs

Key Economic Events Week of 6/10

6/11 8:30 ET Producer Price Index
6/12 8:30 ET Consumer Price Index
6/13 8:30 ET Import Price Index
6/14 8:30 ET Retail Sales
6/14 9:15 ET Cap Ute and Ind Prod
6/14 10:00 ET Business Inventories

Key Economic Events Week of 6/3

6/4 All day Fed conference in Chicago
6/4 10:00 ET Factory Order
6/5 9:45 ET Markit Services PMI
6/5 10:00 ET ISM Services PMI
6/6 8:30 ET US Trace Deficit
6/7 8:30 ET BLSBS
6/7 10:00 ET Wholesale Inventories

Key Economic Events Week of 5/28

5/28 10:00 ET Consumer Confidence
5/30 8:30 ET Q1 GDP 2nd guess
5/31 8:30 ET Personal Income and Consumer Spending
5/31 8:30 ET Core Inflation
5/31 9:45 ET Chicago PMI

Key Economic Events Week of 5/20

5/20 7:00 pm ET CGP speech
5/21 10:00 ET Existing Home Sales
5/22 2:00 ET FOMC minutes
5/23 9:45 ET Markit PMIs
5/24 8:30 ET Durable Goods

Recent Comments

by lakedweller2, Jul 23, 2019 - 11:39pm
by AvgAmerican, Jul 23, 2019 - 10:52pm
by Winder, Jul 23, 2019 - 10:52pm
by climbthathill, Jul 23, 2019 - 10:17pm
by DAGEORGE42, Jul 23, 2019 - 9:49pm

Forum Discussion

by HappyNow, Jul 23, 2019 - 10:18pm
by Scarecrow, Jul 23, 2019 - 4:54pm
by zman, Jul 23, 2019 - 2:07pm
by zman, Jul 23, 2019 - 2:00pm
by NW VIEW, Jul 23, 2019 - 11:45am
by silver66, Jul 23, 2019 - 11:38am
randomness