A true assessment of the trade into risk on assets and out of risk off assets
Chris Temple joins me today to share a high level look at the recent trend of money favoring risk on assets and moving out of the risk off assets. A rotation continues within the US markets, as tech is under performing the recent gains in the Dow and S&P.
We also discuss the moves down in the precious metals and some key levels to watch for support. Silver is one asset that although it was preforming very well could not get to 52 week highs during that recent strong run.
A technical outlook on gold and gold stocks correction
Jordan Roy-Byrne joins me to comment on the short term pullback we are seeing for gold and gold stocks. Gold is rebounding today but the stocks are still down for the day and down around 12% over the past 5 trading days. We also get a quick comment on silver which has been outperforming.
Hour 1 – Extended Interviews with Rick Bensignor and Joe Mazumdar
This week I’m featuring Rick Bensignor and Joe Mazumdar, both with extended interviews!
Segments 1 and 2 – With Rick Bensignor, we dive into and the macro-economic factors that are impacted investment decisions in the US. He shares some of his recent positions and where he stands now for US markets, gold, silver, and the USD dollar.
Joe Mazumdar we discuss general portfolio management for a precious metals investor when the whole sector is moving higher. We look at everything from exploration to development companies and share some thoughts on marginal assets.
Craig Hemke wrap up the editorials for this week by recapping the week for precious metals. We look at the moved in gold, silver and the underlying stocks as well as the moves compared to the USD and US markets.
Here’s a close look at where technical resistance and support levels are for Gold and Silver
Jordan Roy-Byrne wraps up our editorials today with a look at the gold, silver, and GDX charts. We discuss the multi-year resistance levels that all are closing in on. Also a couple comments on the type of stocks that are moving.
Dave Erfle joins me today for a look at the recent moves higher in silver and silver stocks. When silver starts moving it can be a sign of a few different factors including the type of investors entering the sector and a gauge of inflation expectations.
A quick update on Rick’s forecast for US markets, GDX, and SIL
Rick Ackerman joins me today for a quick update on where he sees US markets heading along with gold stocks and silver stocks. We also discuss the possibility of the Fed dropping rates into negative territory.
US Markets vs Gold Stocks – Two very different outlooks
Chris Temple joins me today to share his thoughts on the outlook for US markets and gold stocks. Are the US markets beginning a longer term rollover? Can gold stocks weather another broad market sell off? All of this is discussed.
Hour 1 – US Markets Disconnected from Economies and Precious Metals Stocks Continuing the Breakout
i hope eveyrone enjoys this weekend’s show. I spend a lot of time on the precious metals sector. It’s an outperforming sector so there can be a lot of money to be made in the right companies.
Please keep in touch by emailing me with any questions for guests or companies – Fleck@kereport.com
Segment 1 & 2 – Jesse Felder joins me to kick off the show with his thoughts on the disconnect between markets and the underlying economy. In the second segment we look to the metals sector. As Jesse says BANG has preformed better than FAANG.
Segment 3 – Dave Erfle joins me to discuss his trading strategy now that junior gold stocks have moved higher. We also touch on a change to the rules for TSX listed companies for raising money.
Segment 4 – Dave Erfle is back with me for a round table discussion with Philippe Cloutier, President and CEO of Cartier Resources. This week Cartier Resources released a new resource estimate that brings the total resource to almost 1.2million ounces. Dave wants you all to know that he holds shares and covers Cartier in his newsletter.