Exclusive KE Report Commentary – Wed 4 Dec, 2019

A new guest James Gorrie – Weighs on the US/China Trade War

James Gorrie, writer for the Epoch Times and a political consultant joins me to share his thoughts on the intricacies of the US/China trade war. More than just about trade can we even expect a full deal to be signed in the next 5 years? We also discuss the likelihood of a fractured world in terms of trade moving forward.

Click here to read what James has been writing over at the Epoch Times.

Exclusive KE Report Commentary – Mon 2 Dec, 2019

Global economic data is declining but does that mean next year will be like 2008?

Anthony Saccaro, President of Providence Financial joins me to share his thoughts on the stability of the equity market around the world. With economic data continuing to decline it’s reasonable to think a recession is around the corner but there are a number of other factors that could hold the markets up. We dive into these other factors that have helped support the markets new all time high values and just how sustainable they are.

Exclusive KE Report Commentary – Mon 18 Nov, 2019

Introducing a new guest Peter Hanks, Analyst at DailyFX – A big Picture Look At The Markets

I am happy to introduce Peter Hanks, Analyst at DailyFx. Peter and I take a look at the big picture for the markets and money flows. This includes trade updates, central banks policy and the moves so far this year in US markets compared to the safe assets. We also look ahead to 2020 and assess the likelihood of a recession as well as the major driving factors for the markets.

Click here to visit the DailyFX website and follow along with what Peter is writing.

Exclusive KE Report Commentary – Mon 4 Nov, 2019

Portfolio strategies to keep you protected but not miss out on the market gains

A new guest to the show John Grace, Founder and President of Investor’s Advantage joins me for a discussion on balancing the new market highs with the fear of a significant market meltdown. We are all cognizant of a market breakdown but as US markets continue to extend to all time highs it’s important to not get sucked into going all in on any side of the trade. We dive into the balance between risk off and risk on moves.

Exclusive KE Report Commentary – Mon 21 Oct, 2019

A New Trading Guest – Views on US Markets and A Couple Trading Opportunities

I am happy to introduce a new guest to the show TG Watkins. TG is the Director of Stock Trading at Simpler Trading and joins me to share his thoughts on the overall health of the US markets. Next we look at the safe assets that have been pulling back. Finally TG shares a few stocks he sees as having a good opportunity to bounce.

Click here to visit the Simpler Trading website and follow along with what TG is trading.

Exclusive KE Report Commentary – Mon 14 Oct, 2019

Am Investing Strategy From Another Guest Who Is Not Buying The Recent Trade Talk

Eddie Ghabour, Co-Owner of Key Advisor Group LLC joins me to share his thoughts on the recent more optimistic trade talk as well as the Fed’s actions in the repo market. Both of these situations lack clarity which is why Eddie is still taking a conservative investing approach. We also look outside of the US to find value for investors.

Exclusive KE Report Commentary – Mon 7 Oct, 2019

Introducing A Ne Guest For All The Traders Out There – Jack Roberts

Jack Roberts is the Options Trading Specialist over at Simpler Trading. He joins me today for his first interview on the show. We focus on his broad assessment of the US equity markets and how he is trading the semi-conductors and retail sectors.

Click here to visit the Simpler Trading website.

Exclusive KE Report Commentary – Thu 26 Sep, 2019

There is a big shift happening in Germany toward electric vehicle production

A new guest to the show Martin Stephan is a German citizen and closely involved in the lithium market. A mutual friend reached out to me with a comment regarding the major shift towards electric vehicle occurring in Europe, and more specifically Germany. Martin weighs in on what this shift means for the overall auto sector but also for the metals needed to support this shift. It will take time but this is a trend that we are going to see more of in the future.

Exclusive KE Report Commentary – Wed 21 Aug, 2019

Balancing out recession fears with a natural market pullback

Eddie Ghabour, Co-Owner of Key Advisors Group shares his thoughts on the potential of a recession in the next 12 months while also balancing US market moves. Even though Eddie does not see a recession in the next year he is shifting his clients into a more defensive position for their portfolio by focusing on dividend stocks and shifting into cash. We also discuss how the election could play a roll in delaying a major recession.