Chris Temple joins me today for a general discussion on bubbles and the narrative of an everything bubble. We address how interest rates and central banks play a roll but also some other factors that we have seen throughout history that contribute to the growth of bubbles.
Chris Temple and I chat today about the big picture for investors especially the PM bulls. We compare the market moves to back in 2000 and 2008. Plus comments on trade, USD moves, and global interest in equity markets.
Chris joins me for an in depth discussion on the Fed statement and press conference. The Fed delivered a rate cut but it is being considered a hawkish rate cut as they will be on hold until next year. We also look at the ADP jobs number and GDP data point from this morning.
Chris Temple joins me today for a look at the US markets and overall sustainability of the current all time highs. The markets have consistently reversed and sold off very shortly after all time highs have been reached all year so will this time be different? We also address the selloff in gold today and how the overall environment is impacting this.
Chris Temple joins me today to share some thoughts on the swings we have seen in the markets so far today. With risk off rallying early on and US markets opening the day in negative territory it started to shift only a couple hours in to the trading day. Now US markets are a fraction of a percent away from all time highs. There are a couple stories driving this and a couple other events that we touch on to wrap up the week.
After Chris and I chatted yesterday focusing on some of the opportunities he sees in the market we shift our focus today to some of the more beaten down sectors. We start with a couple comments on the Fed continuing to inject money into the repo market and then quickly shift to the energy and uranium sectors. If you want to be a true contrarian then these areas should catch you eye with how low the share prices are.
Chris joins me today to share some of the recent stocks picks he has made to his members. All the stocks with symbols are listed below. It should be noted that some of these stocks are just starting to bounce after a rough selloff. If you have any further questions for Chris regarding these companies please click the link below to go to his website or email me at Fleck@kereport.com.
- Frontier Lithium – TSX.V:FL
- Piedmont Lithium – Nasdaq:PLL
- Sarepta Therapeutics – Nasdaq: SRPT
- Sernova – TSX.V:SVA and OTC:SEOVF
Please note that the symbols given for the TSX stocks in the interview should have been noted as TSX.V listed.
Click here to visit Chris’s site – The National Investor. Be sure to check out the special Chris is running.
Chris Temple kicks off today by discussing where we stand with Brexit and just how far it could continue to get pushed back. We also look at the earnings picture in the US especially when it comes to the banking sector. Finally a couple comments on the ECB and Fed to wrap up the big picture.
The US dollar has moved down 7 of the last 8 trading days but has not fully broken down out of it’s uptrend. Chris Temple joins me for a close look at what is driving this move and what is key to watch moving forward. We also look to some of the other markets and sectors that are impacted by a falling dollar. However it is important to note that a breakdown has not happened yet.
With the USD breaking below 98 today there are a couple key factors to consider if this move continues. Chris Temple, Founder of The National Investor joins me to breakdown what he thinks is causing this move lower and if it is signaling a more significant shift in money flows. This very well could be a short term correction but the recent expansion of the Fed balance sheet needs to be noted in terms of timing as well.