Mike Larson, Editor of The Safe Money Report joined me last night with some comments on how this low interest rate world impacts where he is investing. Mike was just at the Money Show in Philadelphia where he got a sense of what generalist investors are looking for. These shows can be a great judge of sentiment for a wide range of markets.
Mike Larson, Editor of The Safe Money Report joins me to outline some historical extremes that we are seeing in the US bond market. As much as people want to dismiss the importance of the yield curve inversion the wide range of lower yields are telling a very important story about how worried investors are right now.
Also I will be traveling today back east for a wedding tomorrow. Posting will be light for the next couple days however please keep in touch by emailing me at Fleck@kereport.com. If you have any suggestions on companies to meet with at the Beaver Creek Conference please include those in your email and I will be sure to set up meetings.
Mike Larson, Editor of The Safe Money Report shares his thoughts on why he remains in safe assets even when the Fed and other central banks are going down the easy money road. We also discuss the potential scenario where markets do not breakdown but rather these safe assets outperform all the high flaying stocks.
Mike Larson, Editor of The Safe money Report joined me yesterday afternoon to recap the Fed statement and outline why he is further sticking to his thoughts that now is the best time to be riding safe assets. We get into how gold fits into this picture.
This segment is going on the weekend show but I wanted to share it early with all of you today
Mike Larson, Editor of the Safe-Money Report joins me to recap the Fed statement today and the provides a general look at the moves this year in the NASDAQ and semi-conductors. First regarding the Fed, they remain paused and don’t seem to care that inflation has dropped. Powell also is trying to limit rate cut expectations in the short term. On to the US markets rebound so far this year and how there is no way it can continue at this rate.
Mike Larson, Editor of The Safe Money Report take a look at the market and different sectors that have been moving higher. It’s been a fairly broad based recovery but now some of the best moving sectors, which were defensive sectors, have run a bit much for Mike’s liking. He does however see some value in gold but we could be in for a sideways, money off the table scenario.
Mike Larson, Editor of The Safe Money Report shares his thoughts on the Fed going further down the dovish path. We all know that actions speak louder than words and right now the Fed is telling us they are not worried but doing everything that a worried central bank would do.
As much as some trader want to believe that a Fed pause is good for the markets history has told us a different story. Mike Larson, Editor of The Safe Money Report shares what we should really be expecting for the markets. He also brings up the importance of a lose of confidence in the central banks.