Ronald-Peter Stöferle

Why This Gold Selloff Is Not What It Looks Like | Stöferle

Preview:Ronald Stöferle argues the gold selloff is a normal but painful correction inside a larger remonetization bull market, not the end of the trend. He expects near-term weakness and a likely test of $4,000, but sees that as a buying zone before the secular move toward his higher long-term valuation framework resumes.

Ronald-Peter Stoeferle: Gold Price Hasn't Topped, on Track for US$8,900

Preview:Ronald-Peter Stoeferle argues that gold’s recent pullback is a consolidation inside a much larger secular bull market, not a top. He says the next leg higher should be driven by central bank behavior, persistent inflation/stagflation risks, institutional adoption, and broader remonetization of gold, with a long-run target of US$8,900 by decade-end if inflation stays sticky.

GOLD PREDICTIONS FOR 2026

Preview:A gold panel at VRIC argued that the current move in gold is a durable bull market, not a bubble, and that it reflects a deeper loss of confidence in fiat money, sovereign debt, and the US dollar. Panelists said central-bank buying, emerging-market demand, and a possible remonetization of gold are the key drivers, with silver, miners, and royalties also benefiting.

$1 Trillion Gold Revaluation? Path To $8,900 Revealed | Ronald-Peter Stoeferle

Preview:Ronald-Peter Stoeferle argues that gold is still in a secular bull market, not a bubble, and that trust erosion in the U.S., the dollar, and Treasuries supports a further revaluation of gold. He says the market is only partway through a multi-year remonetization process that could ultimately take gold toward $8,900 by the end of the decade in an inflationary case.

The Future of Gold & The Role It Plays In Your Portfolio

Preview:Ronnie Stöferle presents a bullish gold thesis arguing we are in the second half of a secular bull market. He advocates replacing the traditional 60/40 portfolio with a "new 60/40" that includes 10% gold, 10% commodities, and 5% Bitcoin. Gold's 9.4% CAGR since 1971, bonds no longer hedging stocks in an inflationary regime, and gold's tiny share of institutional portfolios support the view. He is more optimistic on commodities than gold near-term but warns a 15-20% correction in gold is likely soon given extreme bullish sentiment. His long-term base case: $4,800 gold by 2030, with an inflation-scenario target of $8,900.

Urgent & Important! The Big Gold & Silver Revaluation Will SHOCK the World - Ronnie Stoeferle

Preview:Ronnie Stoeferle argues that gold and silver are in the early stages of a historic monetary revaluation cycle. He frames the current fiat era as a historical anomaly, projects a $21,000 gold price under full monetary-base backing, and sees silver reaching $300 if the gold-silver ratio compresses to 20 during a bull market peak. He notes that policy discussions around gold revaluation, BRICS de-dollarization, and a potential Mar-a-Lago Accord have moved gold from the fringe to center stage.

Gold Is Changing, and Silver Is Tight: 2026 Could Be the Turning Point | Ronald Stöferle

Preview:Ronald Stöferle argues that 2025 confirmed a secular bull market in gold and silver, but that the cleanest near-term way to play it is selectively. He sees gold as still strong despite an October shakeout, silver as newly entering an accelerated phase, miners as healthier than in prior cycles, and the broader monetary backdrop as shifting toward debasement, higher inflation, and a possible reorganization of the system.

Gold To $8,900, Silver To ‘Triple Digits’, Here's When | Ronald-Peter Stoeferle

Preview:Ronald-Peter Stoeferle, founder of the "In Gold We Trust" report and partner at Incrementum AG, sits down with David Lin at the Beaver Creek Conference. He argues the global economy has entered a stagflationary regime with another inflation wave building, putting the Fed "between a rock and a hard place." His base-case gold target is $4,800 by 2030, with an alternative scenario reaching $8,900. He believes the gold bull market is entering a new phase — the "Hot Take Moment" — where silver, mining stocks, and commodities start outperforming gold. He is bullish on Bitcoin as a complementary sound-money asset and picks silver as the outperformer for 2026.

Gold Is Still Dirt Cheap When You Look at the Math, Says In Gold We Trust Author

Preview:Ronald Stöferle of Incrementum AG argues gold is still historically cheap when measured against monetary aggregates, not nominal price. He compares gold's current price to secular peaks in 1980 and 2011, showing monetary base, M2, federal debt, and housing have all vastly outpaced gold. He sees a continuing bull market driven by central bank buying, emerging market demand, early-stage Western institutional inflows, and an expected secular bear market in the US dollar. He is particularly bullish on silver and mining stocks as "performance gold" in the next leg. He downplays the July 1, 2025 Basel rule changes as a "no event" and sees the bigger story in potential US gold revaluation, Fort Knox audit talk, and the Mar-a-Lago accord.

The Gold Reckoning: Trust, Power, and the Global Reset with Ronald-Peter Stöferle

Preview:Andy Schectman interviews Ronald-Peter Stöferle about gold’s role in a changing monetary system. The core argument is that gold is being quietly remonetized as trust in fiat systems, reserve currencies, and sovereign debt weakens, with central bank buying, repatriation, and emerging-market demand all reinforcing the trend. Stöferle is skeptical that Bitcoin or equities are the main competition for gold; he says the real rival is bonds, especially amid rising yields and turmoil in Japan and other bond markets.

Gold to $8,900? Why This Could Be Just the Beginning of a Global Reset in Money | Stöferle

Preview:Kitco’s Jeremy Szafron interviews Incrementum’s Ronnie Stöferle on gold, silver, and a broader “global reset” in money. Stöferle argues trust in institutions and fiat money is eroding, central banks and emerging markets are driving a secular gold bull market, and investors should increasingly own gold plus more volatile “performance gold” like silver and miners.

You Are No Longer A Contrarian - This Is What You Need To Know NOW | Ronald Peter Stoeferle

Preview:Ronald Peter Stoeferle argues gold is in a continuing bull market, but no longer as a contrarian trade: it has moved into a more mainstream, structurally supported phase driven by central-bank buying, emerging-market demand, weak trust in fiat systems, and a weaker dollar backdrop. He thinks the next leg favors “performance gold” — silver, miners, and broader commodities — while gold itself likely pauses and consolidates in the near term.

$8,900 Gold? Why Silver and Miners Could Outperform | Ronald-Peter Stöferle

Preview:Ronald-Peter Stöferle, author of the annual "In Gold We Trust" report, discusses the gold bull market with host Steve. He argues gold's refusal to correct signals strong dip-buying from Western investors who missed the rally. He frames the "Trump shock" as a deliberate weak-dollar policy realignment akin to the Plaza Accord, which positions gold as a neutral monetary reserve asset. His base-case gold target is $4,800 by 2030 (on track), with an inflationary scenario reaching $8,900. Key near-term conviction: the second half of this "golden decade" will see silver, mining stocks, and commodities outperform gold itself.

Gold Is in a ‘Super Bull Market,’ the Next Inflation Wave Is Coming | Ronald-Peter Stoeferle