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 | Egon von Greyerz - Matterhorn AM |
| Ronald Stoeferle – Gold is back and the party in mining stocks is only getting started |
| THE MATTERHORN INTERVIEW – Jul/Aug 2016: Ronald Stoeferle
Gold is back and the party in mining stocks is only getting started
On behalf of Matterhorn Asset Management, Lars Schall spoke with Ronald Stoeferle who is Austrian as well as an advocate of the Austrian School of Economics.
Ronald and his partner Mark Valek are co-authors of the extensive and detailed investor report named ‘In Gold We Trust’; see the download links at the bottom of this page.
[Video/Podcast] 28 mins
Gold is back andWednesday, August 3, 2016 |
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| Egon von Greyerz - Matterhorn AM |
| Ronald Stoeferle – The Matterhorn Interview Jan 2016 |
| Ronald Stoeferle”
This late January interview with Incrementum Investment manager Lars Schall comes shortly after the December launch of Ronald’s book ‘Austrian School for Investors’ co-authored with Mark Valek and Rahim Taghizadegan. The podcast interview deals with this year’s prospects for gold, silver and mining shares, the ever increasing gold appetite in China; and about the new book. To get your copy [English/Dutch versions] please visit the link beloSunday, February 7, 2016 |
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 | Gordon Long - Market Analytics |
| In Gold We Trust |
| Special Guest: Ronald-Peter Stoeferle, Incrementum Liechtenstein
Prior he worked for Raiffeisen Zentralbank (RZB) in the field of Fixed Income/Credit
Investments and then later on joined Erste Group Bank, covering International
Equities, especially Asia. In 2006 he began writing reports on gold and gained
media attention when he expected the price of gold to rise to USD 2,300/ounce
when the current price was only at USD 500.His six benchmark reports called "In
GOLD we TRUST" drew interThursday, June 25, 2015 |
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| Gordon Long - Market Analytics |
| Buying Monetary Insurance Before The Flood! |
| Special Guest: Ronald-Peter Stoeferle, Incrementum Liechtenstein
Prior he worked for Raiffeisen Zentralbank (RZB) in the field of Fixed Income/Credit
Investments and then later on joined Erste Group Bank, covering International
Equities, especially Asia. In 2006 he began writing reports on gold and gained
media attention when he expected the price of gold to rise to USD 2,300/ounce
when the current price was only at USD 500. His six benchmark reports called "In
GOLD we TRUST" drew inteSunday, December 28, 2014 |
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 | Mark O'Byrne - gold.ie |
 European Banks At Risk Of Bail-Ins In 2015 - Moody's and SP Warn |
| Europe's banks are vulnerable in 2015 due to weak macroeconomic conditions, unfinished regulatory hurdles and the risk of bail-ins according to credit rating agencies.
The economic outlook for European banks in 2015 will be hampered by weak profits, risks of bail-ins and litigation charges, Moody's Investors Service announced Monday.
"Weak macroeconomic conditions will continue to weigh on Europe's banking sector in 2015 and banks' low overall profitability implies that Europe's banking sector Tuesday, December 9, 2014 |
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| Mark O'Byrne - gold.ie |
| European Banks At Risk Of Bail Ins In 2015 - Moody's and SP Warn |
| Europe's banks are vulnerable in 2015, due to weak macroeconomic conditions, unfinished regulatory hurdles and the risk of bail-ins according to credit rating agencies.
The economic outlook for European banks in 2015 will be hampered by weak profits, risks of bail-ins and litigation charges, Moody's Investors Service announced Monday.
"Weak macroeconomic conditions will continue to weigh on Europe's banking sector in 2015 and banks' low overall profitability implies that Europe's banking sectorTuesday, December 9, 2014 |
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| Gordon Long - Market Analytics |
| The Financial Repression Authority with Special Guest Ronald-Peter S |
| Financial repression always consists of a combination of different measures, which lead to a significant narrowing of the universe of investable assets for investors. Money which in a more liberal investment environment would have flowed into other asset classes, is channeled in a different direction. The goal of financial repression is an indirect reduction of government debt by means of the targeted manipulation of the cost of government debt, most of the time accompanied by steady inflation."Wednesday, September 17, 2014 |
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 | Mish - Global Economic Analysis |
| Sanctions Starting to Bite the Hands That Promoted Them |
| As I have said on numerous occasions, sanctions are a lose-lose game. So it is not surprising in the least to discover Russian Crisis Already Taking Toll on Western Businesses.
Shares in Adidas, the world’s second-largest sportswear group, dropped 15 per cent after the company issued a profit warning and said it would accelerate the closure of stores in Russia because of increasing risks to consumer spending in the region.
Volkswagen, Europe’s biggest carmaker by sales, reported an 8 per centThursday, July 31, 2014 |
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 | Fabrice Drouin-Ristori - GoldBroker.com |
Gold Market : An Analysis of Recent Geopolitical, Economic and Banking Events  |
| There are many events to be analysed for these last few weeks. As happens every year, this time of year is, once again, quite fertile.
These events, whether geopolitical, economic, financial or historical (end of the London Gold & Silver Fixing), all exert influence, more or less on the long term, on the precious metals markets.
Within a long-term investment perspective, it is best to analyse first the geo-strategic events, since they might give us a clue on the hard trends in regard to the inThursday, July 31, 2014 |
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 | Andy Hoffman - Miles Franklin |
| Contained |
| Contained
When history books are written, last week may be described as the turning point in the – war between TPTB’s five-year deception – via money printing, market manipulation, and propaganda – and the reality that the terminal stage of history’s largest Ponzi scheme has arrived. Sure, they still have a few tricks up their sleeve – like last night’s 54th “Sunday Night Sentiment” attack of the past 55 weeks, and 259th “2:15 AM” raid of the past 292 trading days, whilst the only material oveTuesday, July 15, 2014 |
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| Egon von Greyerz - Matterhorn AM |
| The world economy cracks are turning into black holes |
| King World News weekly – July 10, 2014
About Banks, Hungary, Portugal, Draghi, Fatca
Greyerz: “Eric, the cracks in the world and the world economy are getting greater by the day, and we are soon entering a stage where these cracks will turn into black holes. One of Portugal’s largest banks is now under real financial pressure. And in Austria, the Hypo Alpe Bank is finished. Erste Bank is also under pressure due to major losses on mortgage loans in Swiss francs to Hungary and Romania. We’ve bFriday, July 11, 2014 |
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 | Philippe Herlin - GoldBroker |
| Danger Warning: Banks Knowingly Underestimate their Risks |
| We shouldn’t worry about our economies anymore, the banks explain, the crisis is behind us and the solvability ratios have clearly gotten better. Banks like to tell us that the risks are under control and that their cash cushion is comfortable enough.
The problem is that this risk reduction assessment does not come only from a more virtuous attitude, but also in part from dissimulation. As a matter of fact, “according to certain analysts, banks have revised their risk models in order to reduce Thursday, July 10, 2014 |
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| Andy Hoffman - Miles Franklin |
| Let Me Count The Way |
| As for this week, I’ll be leaving Thursday morning for Freedom Fest in Las Vegas with Andy Schectman, so it’s unclear if I’ll be able to tape an Audioblog.If so, it will have to be on Wednesday.
Regarding today’s article, given the myriad of “horrible headlines” over what appeared to be a quiet weekend, I’m writing in list format to make sure you’re aware of the “countless” reasons we could not be more urgent of what’s coming; as “reserve currencies” like the dollar, Euro, and Yen are shunned, aWednesday, July 9, 2014 |
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| Egon von Greyerz - Matterhorn AM |
| A journey to the outer reaches of the monetary universe – Ronald Stoeferle |
| THE MATTERHORN INTERVIEW: Ronald Stöferle – June 2014
“Gold is the constant”
On the occasion of the publication of his 2014 and 8th annual “In Gold We Trust“ report, Austrian born market analyst Ronald Stöferle was interviewed by Lars Schall to discuss several aspects to this latest in depth report with many explanatory graphs. Matterhorn Asset Management is very pleased to share this short interview with its readers and to make available the English version of this extended 2014 report (courtTuesday, July 1, 2014 |
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| Egon von Greyerz - Matterhorn AM |
| The true importance of gold lies in its possession, not its price |
| “You have to be patient these days”
On occasion of the publication of his seventh annual “In Gold We Trust“ report, renowned gold market analyst Ronald Stoeferle discussed for Matterhorn Asset Management / GoldSwitzerland some aspects of his latest report and the larger picture, inter alia: the current bad market sentiment in gold; the rather strange fact that gold is traded like a currency but analyzed like a commodity; the question if it’s a problem that gold is traded now below average cash cThursday, July 4, 2013 |
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| Bullion Vault |
| Fresh "Technical Damage" for Gold, Mine Industry "Faces Losing Money" |
| London Gold Market ReportGOLD and SILVER both bounced in London trade Friday, only to slip back again after recording new 34-month lows overnight.Asian stock markets closed higher but European equities slipped.The major currencies held steady, and government bonds were flat overall, as were commodities."[Mining] is not sustainable...where the gold price is at the moment," said Nick Holland, CEO of Gold Fields - the 8th largest gold miner in 2012 - yesterday."We're going to need at least $1500 anSaturday, June 29, 2013 |
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 | Chris Powell - GATA |
| Market-rigging central banks laugh at technical analysis and 'fundamentals' |
| Technical analysis of a manipulated market like gold has been tedious nonsense for years, but these days, with virtually infinite paper dropped on the gold futures market at illiquid times to drive the price down even as the physical market remains strong, technical analysis has become insulting.
The only analysis worth anything anymore is the identification of the source of all the paper.
The suspects are obvious -- Western central banks. Even a little-known fund manager who managed to get on CFriday, June 28, 2013 |
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| Chris Powell - GATA |
| Stoferle sees negative interest rates supporting gold |
| The new analysis of the gold market by Ronald-Peter Stoferle, managing director of the Incrementum AG investment house in Lichtenstein and adviser to Erste Group in Vienna, concludes that despite the recent smashing of the gold price, "Due to the high levels of debt, nominal interest rates must remain near zero and real interest rates negative, providing a solid foundation for future gold price increases."
Stoferel's analysis is posted in PDF format at Incrementum's Internet site here:
http://wwFriday, June 28, 2013 |
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 | Goldmoney |
| Gold consolidation, but no capitulation |
| Gold and silver may be struggling for direction at the moment, but palladium continues to move higher: bursting above the $760/oz mark yesterday. Platinum enjoyed a solid up day – though its bullish progress has slowed slightly over the last week.
Copper and crude oil as well as general equities had strong sessions, encouraged by the (initially) soothing noises coming from G7 countries about currency tensions. This backfired however, with confusion about attitudes towards the Japanese yen: comThursday, February 14, 2013 |
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