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TFMR Podcast - Tuesday, June 25 - A conversation with Ronni Stoeferle

37

If you have an interest in the precious metals, then the annual "In Gold We Trust" report from Incrementum AG is always a must read. As a follow-up, here's your chance to hear directly from one of the report's principal authors, our pal Ronald-Peter Stoeferle.

The compact version of this year's report is embedded below. If you'd like to download the full version, you can do so through this link: https://ingoldwetrust.report

For this podcast, Ronni and I discuss three themes that were primary topics in the 2019 report:

  • The concept of trust and the continuing loss of confidence in global institutions.
  • The notion that "the best track record for recession forecasts is found in the yield curve".
  • Has creative destruction in the mining sector set the stage for a bull market in the shares?

We also discuss these three charts that are taken from the report:

You're going to really enjoy this podcast. Thanks in advance for listening.

TF

  37 Comments

  Refresh
zenharmonics
Jun 25, 2019 - 8:59pm
AgstAger
Jun 25, 2019 - 8:47pm

Setting up nicely for the banks...

I'm sure they're drooling over the prospect of a sub $1,400 close on the week.

Maestro
Jun 25, 2019 - 8:29pm

GPR and Excellon

For silver leverage....papa needs a new pair of shoes!

Ned Braden
Jun 25, 2019 - 8:04pm

Harvey Organ just now...

$20 Silver BLOWS-UP The Banks Before The End Of 2019! | Harvey Organ
The Wetback Surgeon
Jun 25, 2019 - 7:44pm
GoldHermit
Jun 25, 2019 - 7:36pm

Some more thoughts...

First, the In Gold We Trust Report (full version) is required reading as far as I'm concerned. I've read every one and refer back to it over the year.

Second, Merril Lynch nailed (hand slapped) for spoofing. Article here...

https://www.marketwatch.com/story/merrill-lynch-fined-by-doj-cftc-for-sp...

Ned Braden
Jun 25, 2019 - 7:33pm

Italian Gold...

Apparently doesn't belong to the Italians...It belongs to ECB.

(According to ECB)

ECB To Italian Government: Your Gold Is Ours https://t.co/BoVWGVX3Su

— zerohedge (@zerohedge) June 25, 2019
canary
Jun 25, 2019 - 7:17pm
boomer sooner
Jun 25, 2019 - 6:56pm

(No subject)

Trying to post an image

<a href='https://postimages.org/' target='_blank'><img src='https://i.postimg.cc/ZnxQm1yb/fetchimage.png' border='0' alt='fetchimage'/></a>

BTW-reading the extended version in IGWT from FOFOA

add more- I saw our Clarki was retweeted by Danielle Dimartino Booth

DeaconBenjamin
Jun 25, 2019 - 6:06pm

'Storm approaching': firms fear for deliveries

The tougher regulations, set by the United Nations shipping agency, the International Maritime Organization (IMO), come into force on Jan 1. Costs will rise for ships towards the end of this year and there will be a knock on effect for trucks and other transporters that move goods around the world....

Ship owners must cut sulphur emissions to 0.5% from 3.5%. They can do this by using low-sulphur fuel, installing exhaust gas cleaning systems or opting for other, more expensive, clean fuels such as liquefied natural gas or traveling more slowly....

Trucking companies will also suffer. The IMO rules do not apply to them but they will face new competition from ships for lower sulfur fuel. This is expected to push up the price of diesel fuel for trucks by as much as 100 percent.

https://www.reuters.com/article/us-shipping-imo-costs-idUSKCN1TQ0HS

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