The demise of the 60/40 Portfolio
Ronald Stöferle wrote an article for Gold Switzerland, in which he described the main reasons for why the classic 60/40 portfolio has been hammered the last year. Let us take a quick look at the main points.
Author: Ronald Stöferle
The multipolar world
The multipolar world
Ronald Stöferle was interviewed by BullionStar. The discussion focused on the plethora of problems, that both Europe and the United States face. A special focus was laid on inflation, the coming recession, the US-Dollar as well as the shift towards a multipolar world.
Gold as a sustainable investment
Gold as a Sustainable Investment
Ronald Stöferle writes in an article for “the market” of the NZZ why the characterisation of gold as an environmentally harmful metal could not be further from the truth.
Major cracks in financial markets!
Major cracks in financial markets!
Ronald Stöferle was interviewed by James Connor of “Bloor Street Capital”. Together they discussed the current market setup, what the cracks in financial markets mean for the course of the Federal Reserve, as well as its implications on gold.
Monthly Gold Compass – October 2022
October 2022 Monthly Gold Compass
We are happy to present our Monthly Gold Compass chartbook for October 2022. Packed with our usual charts, it also includes some new charts and a revision of the chapters.
Gold miners undervalued?
Gold miners undervalued?
We published an article in this month’s edition of “The Assay”, the monthly magazine about mining and the mining industry. In the article, we talk about why there has been such a discrepancy between the price of gold and that of gold miners.
The Fed may reach the tipping point!
The Fed may reach the tipping point!
Ronald Stöferle was interviewed at this year’s Precious Metal Summit by Kitco News! He explains, that the US Fed may soon reach the tipping point. He explains why the current situation kinda feels like a repeat of 2008.
We are seeing dangerous developments in Europe
We are seeing dangerous developments in Europe
Ronald Stöferle was interviewed by Jay Martin of the “The Jay Martin Show” about the current developments in Europe. Europe seems to be staring into a deep dark tunnel, lets us unpack the different layers of this crisis.
Schrödinger’s US-Dollar
Schrödinger’s US-Dollar
Tavi Costa of Crescat Capital interviews Ronald Stöferle at this year’s Precious Metals Summit Conference located in Beaver Creek, CO. Together they discussed the current market setup. They discuss an interesting point, that the US-Dollar currently seems to be strong and weak at the same time.
O’zapft is! The gold/Oktoberfest beer ratio 2022
O’zapft is! The gold/Oktoberfest beer ratio 2022
The leaves slowly begin to change colour, and the hot weather of summer is replaced by the changeable autumn. It is precisely this time of year that once again drives thousands of people, young and old, to the Munich Oktoberfest. There is plenty to eat, fairground rides and everything that goes with a folk festival, especially, of course, the Oktoberfest beer. Year after year, the lamentation is great because the price of beer has once again reached new record highs. This year is no different. But for passionate gold investors like us, it is obvious to compare this beer price inflation with gold. After all, gold is known as a hedge against inflation. Does gold live up to its reputation? Let’s take a closer look at the Gold/Oktoberfest beer ratio 2022.