Precious Metals, Economics, and Market Outlook by Ronnie Stoeferle
Ronnie Stoeferle is Managing Partner and Fund Manager at Incrementum AG in Liechtenstein, running a fund based on Austrian School principles. Since 2007, he's authored the In Gold We Trust annual report, a globally cited benchmark on gold, inflation, and monetary policy.
In 2024–25, he has featured in podcasts and interviews highlighting Bitcoin’s role relative to gold and advocating sound money in the face of macro uncertainty.
Stoeferle’s fund likely commands hundreds of millions in AUM, while his publications and advisory roles generate substantial income. His achievements include co-authoring international bestsellers, influencing institutional asset allocation toward precious metals and Bitcoin, and being a sought-after guest on platforms like Real Vision and Monetary Metals. He also lectures at European universities on monetary history, sits on advisory boards for fintech startups, and has received industry awards for asset management performance. These additional activities diversify both his earnings and his recognition within the financial sector.
Zodiac Resources insiders spent C$1.2 million on shares, Globe and Mail reveals
Three insiders at Zodiac Resources have purchased a combined C$1.2 million worth of company shares in the open market over the past six months, with chairman Brett Richards now the largest insider ...
Ronnie Stoeferle: STOXX 600 reaches all-time high, up 15 percent year to date
The broad STOXX 600 index has reached an all-time high, rising approximately 15 percent year to date and outperforming its U.S. peers. Ronnie Stoeferle contrasted Europe's political atmosphere ...
Gold and silver may soon fall below $4,000 and $50, Ronnie Stoeferle notes
Ronnie Stoeferle stated that his IGWT Active Aurum signal is in a defensive mode and believes that gold may drop below $4,000 and silver below $50 in the near future. Stoeferle described ongoing ...
Ronnie Stoeferle: Goldstorm-style porphyry yields 0.85 g/t Au over 96.3 meters at PS-26-30
A drilling program at PS-26-30 reported a headline result of 0.85 grams per tonne gold over 96.3 meters, including an interval of 2.02 grams per tonne over 5.3 meters. Ronnie Stoeferle said this ...
Choosing Team Bessent as yields top 5 percent, Ronnie Stoeferle writes
Ronnie Stoeferle said he is remaining with Team Bessent amid 10-year yields rising above 5 percent. He added that he avoids opposing the U.S. Treasury and referenced an analysis in his piece for ...
Ronnie Stoeferle: Fed action could shift outlook for bonds, gold and Bitcoin
Ronnie Stoeferle questions whether a major move by the Federal Reserve, such as implementing yield curve control, could mark a turning point for bonds, gold, and Bitcoin. His comment, referencing ...
Inflation above target for 66 months, Ronnie Stoeferle notes
Ronnie Stoeferle questions the Federal Reserve's commitment to its 2 percent inflation target, highlighting that inflation has stayed above this goal for 66 months. Stoeferle's comments raise ...
Ronnie Stoeferle: Nonferrous exploration budgets set at $16.5 billion for 2026
Ronnie Stoeferle reports that nonferrous exploration budgets are projected to reach $16.5 billion in 2026, marking a 33% year-over-year increase. According to Stoeferle, this amount represents ...
Gold market conditions differ from previous cycles, Ronnie Stoeferle notes
Ronnie Stoeferle gave a keynote at the Denver Gold Americas Forum and expressed the view that the current gold cycle does not follow historical patterns. Stoeferle offered an overview of his ...
Ronnie Stoeferle: Conference season discussion covers books and stocks
Ronnie Stoeferle highlights the excitement of conference season by sharing the experience of engaging in conversations about books, stocks, and related topics with a group of people. The tweet ...
Budget deficits are rising worldwide, Ronnie Stoeferle notes
Ronnie Stoeferle draws attention to increasing budget deficits across the globe. His commentary suggests that this trend may have implications for economic strategies and fiscal ...
Ronnie Stoeferle: New Gold Compass release features over 40 charts on gold and silver
Ronnie Stoeferle has announced the release of the new Gold Compass. The publication features more than 40 charts covering gold, silver, miners, macroeconomic topics, and proprietary models. ...
Current uranium market conditions examined, Ronnie Stoeferle notes
Ronnie Stoeferle comments on the current state of the uranium market, highlighting a recent discussion. He also expresses gratitude for the mention of his uranium fund and another participant, ...
Ronnie Stoeferle: One-year inflation swaps fall below U.S. Federal Reserve 2 percent target
Ronnie Stoeferle highlights that one-year inflation swaps have continued to reach new lows, now falling well below the U.S. Federal Reserve's 2 percent target. This suggests that market ...
Metals hold ground after Fed's hawkish signal, Ronnie Stoeferle notes
Ronnie Stoeferle observes that metals have remained resilient after the Federal Reserve maintained a hawkish approach in its recent policy decision. The comment highlights ongoing strength in the ...
Ronnie Stoeferle: Gold market cap compared to global stocks
Ronnie Stoeferle points to a comparison of gold market capitalization as a percentage of global stock market capitalization. He shares a chart from a colleague and recommends a related blog post ...
Bond markets remove governments more often than weapons, Ronnie Stoeferle argues
Ronnie Stoeferle suggests that the influence of bond markets on government stability can be greater than that of military actions such as the use of howitzers. He draws a comparison between ...
Ronnie Stoeferle: China adds gold for 20 consecutive months, holdings reach 2,346 tonnes
Ronnie Stoeferle notes that China has officially added gold for 20 consecutive months, bringing its holdings to 2,346 tonnes. The metal now represents 9% of China's foreign exchange ...
Market assumptions are shifting away from 60/40 portfolios, Ronnie Stoeferle notes
Ronnie Stoeferle highlights that the traditional 60/40 portfolio, which was constructed for an environment characterized by falling inflation, declining yields, and negative stock-bond ...
Ronnie Stoeferle: Discussion on current BTC situation
Ronnie Stoeferle highlights a conversation between Mark Valek and Niko Jilch regarding the current situation of BTC. The tweet describes the discussion as worth watching and focuses on recent ...
Topped up open market position in Tudor Gold, Ronnie Stoeferle reveals
Ronnie Stoeferle increased his position in Tudor Gold to 1,000,000 shares through open market transactions and direct ownership last week. Stoeferle remains bullish on the future of Treaty Creek ...
