Exclusive KE Report Commentary – Tue 11 Feb, 2020

Look at safe assets and industrial commodities to understand the true risks and fear in the markets

David McAlvany, CEO of McAlvany Financial Group joins me to weigh the moves in US markets to safe assets and industrial commodities as a barometer of general economic health. With copper and oil moving down hard this year and bonds and gold holding at higher levels there is an underlying fear in traders minds. You won’t know it from the US equity markets moves but the central banks can be thanked for that.

Exclusive KE Report Commentary – Mon 10 Feb, 2020

US Markets Are Telling A Very Different Story From Copper and Oil

There has been a renewed focus on the discrepancy between the performance of US equity markets vs copper and oil. Peter Hanks, Analyst over at Daily FX joins me to share his thoughts on how the US markets continue to outperform the industrial commodities. Also if this can continue based on current central bank policies.

Click here to visit the Daily FX and follow along with what Peter is writing about.

Exclusive KE Report Commentary – Mon 13 Jan, 2020

What does the crazy start for US markets, the USD, and gold mean for investors?

Peter Hanks, Analyst at DailyFX joins me to share his thoughts on the crazy start to 2020 for US markets, the US dollar, and gold. We discuss the major drivers, outside of the geopolitical issues, and how such aspects like the Fed and trade will remain key throughout 2020.

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

Exclusive KE Report Commentary – Mon 9 Dec, 2019

History shows volatility will be picking up this month

Peter Hanks, Daily FX Analyst joins me to share some recent research he has done on the VIX and general volatility for the month of December. We have been talking a lot about the speculator short position in the VIX but this month could force them to unwind these positions if history is any indication.

Click here to follow along with Peter at the DailyFX website.

Click here to listen to the initial interview with Peter when we discussed the Fed and gold.

Exclusive KE Report Commentary – Mon 9 Dec, 2019

“It’s a hard time to be long the market” but time frame is key for this comment

Jack Roberts, Options Specialist at Simpler Trading joins me to explain why he is saying “it’s hard to be long the markets”. This is more a short term comment but there are factors that can make this along term trade strategy. He also shares why he like financials and pharmaceuticals as undervalued sectors.

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

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.