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Thursday (Monday) Conversation -- Ronald-Peter Stoeferle

This public podcast is very helpful and informative. You should be sure to listen.

12

Our friend, Ronni Stoeferle, is currently hard at work in the production of the latest In Gold We Trust report from Incrementum AG. Thus we're grateful that he was able to take some time today to discuss the current happenings in gold and if/how this year's IGWT will jibe with our theme of 2010+9.

This discussion primarily focuses upon three, key points:

  • The rally in gold from late 2018 that ended with a thud last week.
  • Ongoing developments in gold and the mining shares that likely indicate higher prices are coming in the months ahead.
  • A preview of IGMT 2019 and a discussion of the primary themes of the report.

Additionally, Ronni and his team just issued the minutes of their most recent Advisory Board meeting. Ronni references this several times during the call so you should be sure to read it: https://gallery.mailchimp.com/b268a38a165b03979d95268dd/files/68df4f10-6...

Thanks again to Ronni for his time today and for all of his efforts in support of gold and sound money. We look forward to reading IGMT 2019 and then visiting with him again once it's released.

TF

  12 Comments

silver66
Mar 4, 2019 - 4:40pm

First

someone has to do it

Silver66

boomer sooner
Mar 4, 2019 - 6:05pm

Duece

Scanning the first few pages. Rickards thinks a rate hike later in the year, continue balance sheet runoff with no stop til $2.5-2T remaining.

gold way p
Mar 4, 2019 - 8:06pm

What's happening?

Number three? Still think there is correlation between the 40 tons airlifted from Syria and the decline in hold price. How many more countries are left to pillage?

Harley
Mar 4, 2019 - 8:31pm

Good Interview!

Gold flavored optimism is needed right now!
I love the term "Bullshit Bingo!" It's so fitting with the Fed with calling out these bullshit terms and everyone frantically looking for those same items on their financial statements. Too funny!

Best way to win in a Kleptocracy is not to play.
Keep stacking my friends!

Mar 4, 2019 - 9:17pm

Updated charts

CDG found support near $1285...as it appears it should have. Is heavily oversold at 36 RSI and due for a bounce. Reclaiming $1300 would be a first key step. Banks will fight any attempt to retake the 50-day.

CDS is even more oversold than CDG with an RSI of 34. The Banks might allow a bounce back above the 100-day but the will fight like mthrfckrs at the 200-day. The key may be what happens next with the POSX.

So, speaking of the POSX, it's back above 96.60 but may only move to the upper band of this pennant before stalling...and it may not resolve until the FOMC in two weeks.

Have made it safely to MamaFerg's and she's doing pretty well. Will have a full day tomorrow with a post in the morning and a podcast in the afternoon.

miggun
Mar 4, 2019 - 9:49pm

Farm Report

Where is Katty Rose?

Montross515
Mar 4, 2019 - 10:01pm

Thanks

I like ideas, and liked the idea of JNUG options as suggested on this site. Made 8% today using March 29 tens. OK, my timing was lucky, but you can only get lucky if you are in the right game. AND GOLD WAS DOWN TODAY, except for the 50 tons from Syria which was up, up, and away.

Mintmoondoggold way p
Mar 5, 2019 - 7:24am

you may be right

Especially since 40 tons can be hypothecated/leased/and re-hypothecated to equal 400 tons. Think about the damage that 400 tons - to be shorted on - can do.

Orange
Mar 5, 2019 - 7:59am

Local News

I watch the local News in the morning to hear the weather and traffic situation. It's a little cooler here, so they said you can open your doors and windows for fresh air.

I then switch to the weather channel to see the national weather. A few minutes after I switched, they said open your doors and windows.

Shit, my advice is stay inside and keep your doors and windows shut. If you have to go out wear a face mask!

NW VIEW
Mar 5, 2019 - 10:15am

Gut Ache Relief:

Many have a stack of PM's, and have stated that it is their "insurance", against what is coming. That sounds like a fair plan. We sold our last stock, FFMGF at above 40 cents, only losing about 50% of our investment. I see it is still down at 26 cents today. "If" we forget about chasing the PM market, forget about "buying the dips", forget about a hope that bitcoin goes to the moon again, and just enjoy our stack of insurance, then the gut ache will disappear. Who then cares if gold drops to $1200 for a season or if silver drops to $11 for a few more years. The stack stays shinny for the bug out bag and for bartering. The gut aches and anger is not worth the gamble within a controlled market. jmo

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2/20 8:30 ET Philly Fed
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Key Economic Events Week of 2/17

2/18 8:30 ET Empire St Manu Idx
2/19 8:30 ET Producer Price Idx
2/19 8:30 ET Housing Starts & Bldg Perms
2/19 2:00 ET January FOMC minutes
2/20 8:30 ET Philly Fed
2/21 Fed Goons all day at Chicago Conf.
2/21 9:45 ET Markit flash Feb PMIs

Key Economic Events Week of 2/10

2/11 10:00 ET Job Openings
2/11 10:00 ET CGP Hump-Hawk House
2/12 10:00 ET CGP Hump-Hawk Senate
2/13 8:30 ET CPI
2/14 8:30 ET Retail Sales
2/14 9:15 ET Cap Ute & Ind Prod
2/14 10:00 ET Business Inventories

Key Economic Events Week of 2/3

2/4 10:00 ET Factory Orders
2/5 8:15 ET ADP Employment
2/5 9:45 ET Markit Service PMI
2/5 10:00 ET ISM Service PMI
2/6 8:30 ET Productivity & Unit Labor Costs
2/7 8:30 ET BLSBS
2/7 10:00 ET Wholesale Inventories

Key Economic Events Week of 1/27

1/28 8:30 ET Durable Goods
1/28 10:00 ET Consumer Confidence
1/29 10:00 ET Pending Home Sales
1/29 2:00 pm ET FOMC Fedlines
1/29 2:30 pm ET Powell presser
1/30 8:30 ET Q4 GDP first guess
1/31 8:30 ET Pers Inc and Spending
1/31 9:45 ET Chicago PMI
2/2 10:00 pm ET Chiefs win SB LIV

Key Economic Events Week of 1/13

1/14 8:30 ET CPI
1/14 9:00 ET Goon Williams
1/15 8:30 ET PPI and Empire Fed
1/16 8:30 ET Retail Sales and Philly Fed
1/17 8:30 ET Housing Starts
1/17 9:15 Et Cap Ute and Ind Prod

Key Economic Events Week of 1/6

1/7 8:30 ET US trade deficit
1/7 10:00 ET ISM Services PMI
1/7 10:00 ET Factory Orders
1/8 8:15 ET ADP employment
1/9 8:00 ET Goon Chlamydia speech
1/9 1:20 ET Goon Evans 2:00 ET Goon Bullard
1/10 8:30 ET BLSBS
1/10 10:00 ET Wholesale Inventories

Key Economic Events Week of 12/16

12/16 8:30 ET Empire State Manu Idx
12/16 9:45 ET Markit flash PMIs Dec
12/17 8:30 ET Housing Starts and Bldg Perms
12/17 9:15 ET Cap Ute and Ind Prod
12/19 8:30 ET Philly Fed
12/20 8:30 ET Final guess Q3 GDP
12/20 10:00 ET Pers Inc and Spending
12/20 10:00 ET Core Inflation

Key Economic Events Week of 12/9

12/10 8:30 ET Productivity and Unit Labor Costs
12/11 8:30 ET CPI
12/11 2:00 pm ET FOMC fedlines
12/11 2:30 pm ET CGP presser
12/12 8:30 ET PPI
12/13 8:30 ET Retail Sales
12/13 10:00 ET Business Inventories
12/13 11:00 ET Goon Williams speech

Key Economic Events Week of 12/2

12/2 9:45 ET Markit Manu PMI
12/2 10:00 ET ISM Manu PMI
12/2 10:00 ET Construction Spending
12/4 9:45 ET Markit Services PMI
12/4 10:00 ET ISM Services PMI
12/5 8:30 ET Trade Deficit
12/5 10:00 ET Factory Orders
12/6 8:30 ET BLSBS
12/6 10:00 ET Wholesale Inventories

Key Economic Events Week of 11/25

11/25 8:30 ET Chicago Fed Nat'l Idx
11/25 7:00 pm ET CGP speech
11/26 8:30 ET Advance Trade
11/26 9:00 ET Case-Shiller home prices
11/26 10:00 ET New home sales
11/26 10:00 ET Consumer Confidence
11/27 8:30 ET Q3 GDP 2nd guess
11/27 8:30 ET Durable Goods
11/27 9:45 ET Chicago PMI
11/27 10:00 ET Pers Inc & Cons Spndg
11/27 10:00 ET Core inflation
11/27 2:00 pm ET Beige Book

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