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The race to cash and bonds again today but what about gold and gold miners?
Chris Vermeulen joins me today to share his thoughts on the race to the safe haven assets, bonds and cash. But what about gold and gold stocks. These have been more correlated to the US markets but the charts of the major stocks and gold are still very bullish.
Balancing fear in the markets with major gold miners and royalty companies breaking to recent highs
Brian Leni joins me today to share his thought on the performance of the large gold stocks balanced with his assessment of an economic restart.
There remains little clarity on how and when economies will get back on track however optimism in the markets has swung drastically over the past month. It’s all a confidence game, even for the precious metals.
Rick Ackerman kicks off today by addressing the fear that is already priced into the markets. With a little less volatility over the past week it seems for right now that overall fear has dissipated. We also look at the gold and silver charts balancing out this fear trade.
Hour 1 – This hour is all about the aggressive move to cash
It was another historic week for markets and governments around the world. We are quickly moving into a state of self-isolation in North America and many other parts of the world. Economies are going to severely struggle and markets are already pricing this in. This was the most volatile week for markets ever!
The question I focus on this weekend is the aggressive move by investors to cash and why, on many fronts, this is happening.
Please keep in touch during this time at home. My email address is Fleck@kereport.com.
Segment 1 – Marc Chandler, Managing Partner at Bannockburn Global ForEx kicks off the first hour with a detailed look at the currency markets. We focus on why this move to the US Dollar has happened so quickly.
Segment 2 & 3 – Mike Larson joins me to discuss the concept of a rush to cash for investors when it comes to forecasting the bad economic data expected in the foreseeable future. We also discuss how much debt could grow during this shutdown of cities then transition into the precious metals sector.
Segment 4 – Jordan Roy-Byrne wraps up the show by taking a different look at the metals sector. We discuss the recent CoT report, silver’s crash this week, and if there is going to be a massive clearout of junior stocks when this fear is over.
Ed Moya joins me for a longer discussion today focused on what central banks and governments are doing to try to stabilize the markets and economy. The overarching issue is that no one knows how long the virus and quarantine will last which makes it impossible to build confidence in investors and the general public.
Hour 1 – Making Sense Of The Washout In Precious Metals Stocks
It was another crazy week and a historically bad week for the metals investors. Fear abounds but the close on Friday is very concerning. US markets finished strong but gold and gold stocks sold off hard.
On this weekend’s show I try to take a big picture look at the precious metals markets and determine when a good time will be to enter the markets again.
Segment 1 – Jesse Felder kicks off the show with comments on the broad markets. We look ahead to what is to come by looking back in history.
Segment 2 – Doc is with us again this week to share his thoughts on the charts for gold, silver, and GDX. This week has been very devastating for metals investors.
Segment 3 – Chris Temple outlines the type of investors that were in the precious metals market before the crash. It tells a lot about why the metals have been hit so hard during this panic.
Segment 4 – Joe Mazumdar wraps up this hour by sharing what he is recommending for precious metals investors. There are some great value plays in the sector but things are still very scary.
Craig Hemke joins me to discuss what history has taught us about when fear and panic hit the markets. It’s happened before and while no event plays out the exact same there are some constants that we can expect from central banks and governments.
Chris Temple joins me to outline the biggest down day in markets we have seen during this wild correction. Fear and panic is hitting everything extremely hard. This is putting some of the strongest stocks on sale but there is no telling how much cheaper it could get.