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

boomer sooner
Feb 8, 2018 - 5:36pm

Curling

If they wore that outfit I might get interested.

Marcus
Feb 8, 2018 - 5:39pm

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.

OOOBuck
Feb 8, 2018 - 6:09pm

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
Feb 8, 2018 - 6:16pm

I like Curling....

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

Hurry Hard Giveaway
Markedtofuture
Feb 8, 2018 - 6:24pm
streber
Feb 8, 2018 - 6:41pm

This one min vid always makes me chuckle

E trade baby loses his ass in the Stock Market
pabste
Feb 8, 2018 - 7:26pm
OOOBuck
Feb 8, 2018 - 7:31pm

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
Feb 8, 2018 - 7:45pm

Andy Hoffman sold all his gold! WOW

Special Crypto Audioblog #6, w/Andy Hoffman - Major Announcement…
CC Horses
Feb 8, 2018 - 8:03pm

Andy Hoffman

Yes and he now calls it a barbarous relic!

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