Mike Larson joins me to discuss the idea of negative interest rates from the Fed. Even the Fed Presidents have stated they do not plan on cutting rates into negative territory we all know that market could very well force them into it.
Mike and I discuss the sectors which are impacts the most by negative rates. We also look around the world to other countries that have dropped rates into negative territory and what it has done to the economy.
Are Individuals and Investors Underestimating How Long This Shutdown Will Last?
Mike Larson joins me for a special weekend editorial discussing the possible length of the current COVID-19 shutdown. When listening and digging into the comments out of the US and Canada (especially Canada) we should all be expecting lock downs and restrictions to remain well past the month of April.
The implications for markets and the overall economy will further suffer as timelines continue to get pushed further out.
Look to the junk bond market as a sign of potential weakness
Mike Larson kicks off today by sharing thoughts on what the junk bond market is telling us about potential weakness for the overall US markets. This ties into a discussion about the recent sell off in safe assets but the long term uptrend that remains.
The general rotation in the markets is switching back to safe assets
Mike Larson. Editor of the Safe Money Report joins me to share his thoughts on the continued rotation in the financial markets that is now shifting back to the safe assets. Today we are seeing both the US markets and PMs move up together. Let’s see how dramatically this changes.
Get used to low interest rates, so stick to what works in these environments
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.
There are some amazing extremes in the US bond market right now
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.
Even if a recession is pushed back the safe assets are still the place to be
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.
Weekend Show Preview – Recapping The Fed’s Policy And A Case For The Safe Assets
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
Comments on the Fed statement but more importantly look at how unsustainable the move in the NASDAQ has been
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.
Markets Up But So Is The VIX – Is Move Up Running Out Of Steam?
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.