November 2022 Monthly Gold Compass
We are happy to present our Monthly Gold Compass chartbook for November 2022. Packed with our usual charts, it also includes some new charts and a revision of the chapters.
We are happy to present our Monthly Gold Compass chartbook for November 2022. Packed with our usual charts, it also includes some new charts and a revision of the chapters.
The leaves are wilting and are displaying a plethora of colours, from vibrant yellows to deep purple. The last quarter of this year has dawned upon us, which means that it is time for another edition of the Advisory Board. This time we focus on the European energy crisis with Alexander Stahel.
In this quarter’s Advisory Board Call Ronald Stöferle, Mark Valek and Jim Rickards talk to our special guest Lawrence W. Lepard. The focus of the discussion is on current inflation dynamics, with Jim Rickards, giving an especially detailed explanation for the origins of the current inflation wave and how Fed policy will affect it.
We are proud to have been featured in this quarter’s edition of the renowned “EUROPEAN INVESTMENT JOURNAL” under the title of “EUROPE AT WAR, AGAIN”. In this issue, we have compiled a list of important charts, which characterise the current situation, which Europe faces. Let’s take a closer look.
This quarter’s Advisory Board Call, we feature two special guests, Luke Gromen and Nikolaus Jilch. Together with Ronald Stöferle they talk about a whole platter of topics. They include inflation and the possible reactions of the FED, the weaponization of the US-Dollar and its implications, the Japanese Yen as well as the Ukraine-Russia conflict. Many important topics, with a high density of information.
This quarter’s Advisory Board Call, our special guest is Fred Hickey. He is the well-known author of the newsletter The High-Tech Strategist. Together with, Mark and Ronald they talk about tech stocks, inflation, gold and many more topics.
This quarter’s Advisory Board Call, our special guest is Kevin Muir. He is the well-known author of the “The Macro Tourist” blog. Together with Jim, Mark and Ronald they talk about gold, inflation vs deflation and many more topics.
It is a great pleasure to present Ronald Stöferle’s Key Note Speech from this year’s Precious Metals Summit. Under the title “The monetary tipping point” he presents his plea for permanent and not temporary inflation, the fundamental factors for the bull market in gold and mines as well as an outlook for the gold price.
This quarter’s advisory board call we talk about uranium. Our special guest is our very own Christian Schärer. He manages our uranium resources fund and is the expert on the topic.
This quarter’s advisory board call we talk about inflation and what fundamental changes will likely lead to it. This time we welcome Otavio Costa as our special guest.