In Gold we Trust Report 2015
This report was sent to us by a good friend and we have been in touch with the author, Ronald-Peter Stoeferle. Stay tuned next week for when we schedule a time to have Ronald-Peter on the show. For now enjoy the read and let us know what you think, and what questions you would ask Ronald-Peter.
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Attached please find our 9th annual – “In GOLD we TRUST” report. The report is covering the following highlights:
► After the barely averted implosion of the financial system in autumn of 2008, we are now in the seventh year of world-wide central bank experimentation. We have all become guinea pigs of an unprecedented attempt at re-inflation, the outcome of which remains uncertain. Questionable monetary policy ventures like quantitative easing and negative interest rates are a direct consequence of a systemic addiction to inflation.
► We are convinced that we are now close to a decisive fork in the road: the disinflationary trend will (have to) be broken. Rising price inflation rates are possible both in conjunction with a revival in economic activity and in a stagflationary environment. In both cases, inflation-sensitive investments including gold and gold mining stocks will benefit.
► The majority of market participants have gradually abandoned all concerns over inflation in recent years. This is reflected in exceptionally low inflation expectations and the composition of investment portfolios. The exit from the current “low-flation” phase could prove to be the “pain-trade” for most investors.
► From a technical perspective, the picture is not unequivocal. The downtrend hasn’t been broken yet. However, pronounced negative sentiment indicates resignation among gold bulls. We believe a final sell-off is possible. During such a sell-off, the support at USD 1,140 could be tested. A reversal following such a test would be a reliable indication of a primary trend change in the gold market.
► Based on the “big picture” analysis that is packed into this report, we see no reason for a change of course: In gold we (still) trust. We are firmly convinced that gold remains in a secular bull market that is close to making a comeback.
Further highlights of the report:
– Monetary policy: Waiting for Godot
– The gold/silver ratio as an indicator measuring inflation momentum
– What is seen and what is not seen: the fatal consequences of zero interest rate policy
– Financial repression: escape route from over-indebtedness
– Gold in the context of portfolio diversification
– Past, present and future of the monetary order
– The golden love trade
– A gold bug’s nightmare
– Gold stocks – reasons for our confidence
Enjoy reading!
All the best
Ronald-Peter Stoeferle & Mark Valek
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CLICK TO THE RIGHT TO DOWNLOAD THE REPORT – In Gold we Trust 2015 – Extended Version (e)
No you the banks will be able to control it, Professor? I personally see no good things ahead, my friend.
That report is l o n g!
Does it get any nuttier….really…??
http://freebeacon.com/national-security/iran-repatriates-13-tons-of-gold-under-sanctions-relief/
I have not verified this. Tell me why it is nutty.
Thank Chartster
Al,
It means the sanctions are lifted. Completely !
Odd that the American people don’t know about it, yet the rest of the world does? Yes, quite odd!
yest and thank you Chartster. That is definitely curious!
Al,
I meant the link, not the post or thread.
My personal belief is that central bank printing will continue until inflation is achieved.
The logic is simple.
There is nothing, at the moment, on the horizon that can stop the central banks as long as no separate bank tries to over-weaken its currency.
They can print and buy up stocks or currencies until eventually the laws of economics finally work . Too much money chasing too few goods, gives sooner or in this time later.
Whether or not the central banks will be able to control the eventual inflation, however, is another matter.