Journal
February 2022
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Crowded Trade
Good Morning Ladies and Gentlemen, When everything seems so obvious, you want to reconsider. Potentially Crowded Trade Sometimes things seem so obvious, «the really smart» people point in one direction, media and social media confirm the view, the trade looks very promising, you are convinced to outsmart the market. Ladies and Gentlemen, a good trade […]
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What’s in store for gold in 2022?
Rate hikes and Inflation? What’s in store for Gold in 2022 Ronald Stöferle talks to Andrew Thake of Mines and Money about what’s in store for gold in the year 2022. He also explains what happened to gold in 2021.
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Ukraine Crisis
Good Morning Ladies and Gentlemen, The great Wayne Gretzky once said: «I skate to where the puck is going to be, not to where it has been.» U.S. Private Investors Some weeks ago, I pointed out that U.S. private investors’ bullish expectations were on low levels. Guess what? This Wednesday, that number dropped again. The number […]
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The End of the World does not take place that often
Dear Ladies and Gentlemen, Once again I would like to thank you for all your comments, and as I did answer to Bob, who asked me if I was referring to the «calm» in my last weekly as the calm before the storm, I, unfortunately, do not know. How should I? I cannot foresee the […]
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Precious Metals Update
Edelmetall-Update Ronald Stöferle in conversation with Macro Voices. Together with Eric Townsend and Patrick Ceresna, he discusses the Federal Reserve’s rate hike plans. Explains how the market will react and explains why gold will soon reach new all-time highs. An analysis of the current inflation dynamics is also not to be missed.