Thoughts on the PM reaction to falling markets and a look into Mexico for metals investors
Lobo Tiggre, Editor of The Independent Speculator joins me to share his thoughts on how gold has been playing its roll as a safe haven, or risk off investment. When the markets have sold off gold has benefited and throughout this year when the Fed was cutting rates gold was also moving up. So for the investor that thinks things are not all good in the US or around the world gold should still have a place in a portfolio.
We wrap up the cal by revisiting a recent article Lobo wrote focused on the investment narrative for Mexico. We look at the recent gang violence and assess what areas of Mexico can still be considered safe.
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.
Has The move Out Of The Safe Assets Run Its Course?
Chris Vermeulen, Founder of The Technical Traders joins me to discuss the shift over the past few months away from the safe haven assets and into the more risk on equity markets. He points to the record outflows in some of the gold ETFs as a sign that the selling could finally be getting exhausted. We wrap the interview with a comment on the oil price.
Powell’s comments to Congress, US/China trade updates, and the recent action in gold
Chris Temple joins me today to recap some of the news over the past couple days and touch on Powell’s comments to Congress so far today. With some of the US/China trade optimism waning, thanks to Trump’s recent comments, the markets have not been selling off as expected. We discuss what is holding the markets up and if the move out of the safety assets is now over. This ties into the gold selloff and ability to hold $1,450. As for Powell’s comments there are a couple points to note so far.
Bitcoin – A Technical Outlook and Comments On The Safe Haven Argument
Ryan Wilday joins me today for a look into the Bitcoin and overall cryptocurrency markets. We start with a comment on the technical set up where Ryan shares his positioning and stops. Next is a general discussion about the safe haven appeal of Bitcoin.
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.
The Importance Of The Disappointing ISM Manufacturing Number
Chris Temple joins me for a close look at the disappointing ISM number from this morning that significantly turned markets. US equities started the day up with gold down but that all changed after the ISM number was released. A lot of the disappointment is being blamed on the tariffs but this is not the complete story.
Safe Assets – A trading strategy for utilities, gold, and bonds
Chris Vermeulen, Founder of The Technical Traders shares his trading strategy for safer assets. While precious metals and bonds had a great run, the charts are showing the utilities could be the place to be in the short term. Ut;s important to note we are not saying the other safe havens are going to crash but it’s all about time frame and playing the sector that could pop first.
Dana Lyons joins me to share why he is selling into the pop in the S&P. The strategy of sell the rip for risk on assets and buy the dip in safe asset has been working for Dana and his clients. We also discuss the potential length of the reversal that started yesterday.
Trade Wars Are Getting Worse But Here Are Some Potential Optimistic Outcomes
Ed Moya, Chief Market Analyst at ONANDA joins me today for a look at the moves in the markets. We are seeing a continuation of fears in the market as US markets are selling off and the dollar and precious metals are moving higher. A lot of the fear revolves around the ongoing trade war between the US and China. For as negative as everyone is Ed shares some thoughts on how it could get better in the near term.