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Ronnie’s Publications

5 Reasons why the Classic 60/40 Portfolio Is History and Gold Is Becoming More Important in the Portfolio

Gold has largely been able to cushion stock price losses during recessions. For bonds, the classic equity diversifier, on the other hand, things look less good. High levels of debt, the zombification...

Ronnie Stoeferle / November 12, 2022

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5 Reasons Why Interest Rate Cuts Are Already Around the Corner

Given the record high inflation, real interest rates are still clearly negative, giving the impression that the current global cycle of interest rate hikes is far from reaching its end. But this con...

Ronnie Stoeferle / July 21, 2022

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World Monetary System

Why Gold Will Benefit from the Inevitable Reshaping of the International Monetary System

February 27, 2022, will go down in economic history as a major caesura, an epochal turning point. On February 27, the member states of the European Union declared Russia's currency reserves unusable....

Ronnie Stoeferle / April 15, 2022

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Why 2022 Will be a Golden Year with Ronald Stoeferle

Matterhorn Asset Management advisor and Incrementum, AG Managing Partner, Ronald Stoeferle, shares his 2022 outlook for gold. As one of the world’s leading precious metal experts and author of the glo...

Ronnie Stoeferle / January 17, 2022

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