Weekend Show – Sat 21 Sep, 2019

Hour 1 – Investing Strategies For Precious Metals, Oil, and Bonds
Full Show

I hope you all enjoy the extended segments on this weekend’s show. We spend a lot of time on the precious metals while also touching on the US markets and bonds.

  • Segment 1 – Rick Bensignor kicks off the show with his outlook on the US markets, bonds, gold and oil.
  • Segment 2 – Doc shares his outlook for gold and silver.
  • Segment 3 – Jeff Christian, Managing Partner at the CPM Group shares his insights on the buyers coming into the metals markets and some other internal data.
  • Segment 4 – Josef Schachter updates us on the oil market and his upcoming conference in Calgary on October 19th. Click here for more information on the conference which I will be attending.

Excursive Company Interviews This Week

Segment 1
Segment 2
Segment 3
Segment 4

Chris Temple from The National Investor – Fri 20 Sep, 2019

Look into the divided Fed

Chris Temple, Founder of The National Investor joins me for a look at the US markets and their inability to reach all time highs. This very well could be all part of a longer term topping pattern. We also spend some time discussing the Fed and how divided they are. Making future policy out of the Fed all the more cloudy but quite frankly the Fed is nothing more than market reactive.

Click here to visit Chris’s site and consider signing up for his newsletter.

Joel Elconin – Benzinga Pre-Market Prep Show – Thu 19 Sep, 2019

US Markets, Quadruple Witching Day, Microsoft and Target News, and Oil

With US markets pushing higher to new highs on the back of a slightly more hawkish Fed there are some internals that need to be noted. Joel Elconin, Co-Host of the Benzinga Pre-Market Prep Show joins me for a couple comments on these market internals. We start with the quadruple witching day which is tomorrow and typically results in some noteworthy swings beforehand and possible trend changes. We also discuss Microsoft and Target which just announced share buybacks and an increase in dividends in Microsoft’s case.

Click here to visit the Benzinga website and listen to the recordings of Joel’s show.

Chris Temple from The National Investor – Mon 16 Sep, 2019

Geopolitics now impacting the oil market… What to watch for is this escalates

Chris Temple, Founder of the National Investor joins me for a look at the significance of the recent attacks on the Saudi oilfields over the weekend. This is causing the price of crude to spike however it very well could be very short lived. What’s important for investors is to look at an reaction from other countries especially the US. Also will this bounce have any impacts on future economic data?

Click here to visit Chris’s site – The National Investor.

Weekend Show – Sat 14 Sep, 2019

Hour 1 – Recapping The Beaver Creek Conference and Change In Investing Money Flows

It was a busy week for me at the Beaver Creek conference. I had over 30 meetings which impeded me from recording daily editorials. I’ll be back to it next week with my full slate of guests. 

I managed to record this weekend show’s full hour before traveling home on Friday morning. Most of the show this week is focused on the previous metals and resource stocks. I hope you all enjoy and have a great weekend!

Keep on touch by emailing me at Fleck@kereport.com.

  • Segment 1 – Chris Temple, Founder of the National Investor, kicks off the show by recapping the week. We discuss trade “developments” and the new ECB QE program. We also look ahead to the Fed next week as well as the shift in markets. 
  • Segment 2 and 3 – David Erfle, Founder of the Junior Miner Junky, and I recap the Beaver Creek investment conference we attended this week. We look at the expectations for gold and the stocks that caught out eye… Please note we recorded this in Friday morning. The comments Dave made regarding silver and the levels he was watching were all made before the breakdown happened. It makes the numbers all the more important.
  • Segment 4 – Jayant Bhandari wraps up the show by sharing his trading strategy and a couple stocks he likes. 

Chris Temple
David Erfle
Jayant Bhandari

Exclusive Comments from Marc Chandler – Mon 9 Sep, 2019

The World Just Took A Step Back From The Financial Edge

With all the fear in in markets around the world it seemed like we were at the edge of a cliff. After the bounce in markets and yields globally there might be a sense of calm. Marc Chandler and I recap how the trading last week impacts the overall fear in the markets.

Click here to visit Marc blog – Marc To Market.

Dana Lyons Commentary – Fri 6 Sep, 2019

Is “Sell The Rip” The New Strategy For The S&P?

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.

Click here to visit Dana’s free blog.

Also click here for his subscriber site where you get more specific trading advice.

Click here to follow Dana on Twitter.

Chris Temple from The National Investor – Thu 5 Sep, 2019

Trade optimism is reversing markets today- Here’s what’s important for the long term trends

Overnight we got news that the US and China are going back to the negotiating table in early October. This is popping US markets over short term resistance levels and hitting the precious metals. Chris Temple joins me to outline what is actually going on with these trade talks. We also discuss if this changes his portfolio strategy and what it would take on the trade front to delay the expected recession.

Click here to visit Chris’s site and sign up for his newsletter.

Chris Vermeulen – The Technical Traders – Wed 4 Sep, 2019

Big Picture Look At What Is Driving Gold

Chris Vermeulen, Founder of The Technical Traders joins me to take a look at the precious metals market and assess the other markets that need to be noted. We start with the USD and the recent relationship between the two. Next is the action in silver and platinum as they are playing catch up. Finally we look at the US markets and the potential of a breakout higher or breakdown and how each of these would impact the PMs.

Click here to visit The Technical Traders website for more trading strategies.