Chris Temple from The National Investor – Thu 6 Feb, 2020

A Balance of fear and massive liquidity in the system

Chris Temple joins me today to address the move higher in a wide range of assets. US markets, the US dollar, gold, and treasuries are all higher. As we discuss there is not one single reason for this. A balance of fear and too much liquidity is helping push risk on and risk off higher.

Click here to visit Chris’s site for more information on his newsletter.

Ed Moya – Senior Market Analyst at OANDA – Tue 28 Jan, 2020

A bounce back in markets today but the treasury market could force the Fed’s hand very soon

Ed Moya kicks off today with a quick comment on the US equity markets and some other factors to watch throughout this week. The Coronoavirus is still causing a lot of volatility but with the Fed statement tomorrow we could have something a bit more long term to consider. Also we discuss the moves in treasuries after the 10 year dipped below 1.6%, but has recovered above that level today.

Click here to visit the OANDA website and follow along with what Ed is writing on a daily basis.

Ed Moya – Senior Market Analysts at OANDA – Wed 11 Dec, 2019

Recapping the Fed meeting and statement

Ed Moya joins me to recap the Fed meeting from today. While nothing was unexpected it is clear that if/when things get worse for the economy or markets they will step in with more rate cuts. We also address the comments made on the Fed’s actions in the repo market. Most importantly was the market reaction with US markets, gold and treasuries moving higher while the US Dollar sold off.

Click here to visit the OANDA website and follow along with what Ed is writing about.

Ed Moya – Senior Market Analysts at OANDA – Wed 11 Dec, 2019

Recapping the Fed meeting and statement

Ed Moya joins me to recap the Fed meeting from today. While nothing was unexpected it is clear that if/when things get worse for the economy or markets they will step in with more rate cuts. We also address the comments made on the Fed’s actions in the repo market. Most importantly was the market reaction with US markets, gold and treasuries moving higher while the US Dollar sold off.

Click here to visit the OANDA website and follow along with what Ed is writing about.

Mike Larson – Safe Money Report – Thu 29 Aug, 2019

There are some amazing extremes in the US bond market right now

Mike Larson, Editor of The Safe Money Report joins me to outline some historical extremes that we are seeing in the US bond market. As much as people want to dismiss the importance of the yield curve inversion the wide range of lower yields are telling a very important story about how worried investors are right now.

Also I will be traveling today back east for a wedding tomorrow. Posting will be light for the next couple days however please keep in touch by emailing me at Fleck@kereport.com. If you have any suggestions on companies to meet with at the Beaver Creek Conference please include those in your email and I will be sure to set up meetings.

Click here to follow Mike on Twitter.

Weekend Show – Sat 29 Jun, 2019

Hour 1 – Making Sense Of Risk On and Risk Off Testing Highs
Full Hour Show

We are not half way through 2019 and we are seeing US markets near all time highs, yields closing in on historical lows, and gold breaking to 6 year highs. In the first hour we try to make sense of it all. Plus we have some comments on gold stocks and the oil market.

Happy Canada Day to all our listeners up north and a happy 4th of July to everyone in the US.

Please keep in touch by emailing me at Fleck@kereport.com.

  • Segment 1 – Extended Segment – Rick Bensignor, Founder of Bensignor Investment Strategies weighs in on the US markets, treasuries, and gold.
  • Segment 2 – Marc Chandler, Managing Partner at Bannockburn Global ForEx thinks we are at peak easing expectations and this could all play into the bigger picture for stocks.
  • Segment 3 – Sean Brodrick, Editor over at Weiss Ratings shares what he looks for in gold stocks and cannabis stocks.
  • Segment 4 – Josef Schachter, Founder of the Schachter Energy Report updates us on his trading strategy for oil and oil stocks.

Exclusive Company Interviews and Comments This Week


Rick Bensignor
Marc Chandler
Sean Brodrick
Josef Schachter

Exclusive KE Report Commentary – Thu 16 May, 2019

Treasuries, Oil, and Gold – What’s Important To Watch Both Fundamentally and Geo -Politically

Ed Moya, Chief Market Strategist at Oanda joins me to share his thoughts on a couple of market we follow on a regular basis. There continues to be a move into safe haven assets however when considering if it is financial or economic or political we need to really watch what is going on around the world.

Click here to visit the Oanada website and follow along with what Ed is writing about.

You can even hear my daughter Gigi chatting away in the background on the first question. She has some thoughts on these markets as well 😉

Chris Temple from The National Investor – Wed 15 May, 2019

Wrapping Up The Couple Headlines That Drove Markets Higher Today

A market wrap with Chris Temple… We started the day with a bad retail sales number that had the market open down. Throughout the day they were bought on some trade talk where Trump pushed back tariffs on autos. Then after market we have Trump wrapping up tensions with China. All of these stories are disused as well as the treasury market moving higher now at levels not seen since 2016.

Click here to visit Chris’s site and read more of his thoughts on markets and economies.

Brien Lundin Commentary – Thu 28 Mar, 2019

Why Is Gold Lagging The Other Safe Haven Assets?

Brien Lundin, Editor of The Gold Newsletter joins me to address the fact that gold has been lagging the other safe haven investments. With the USD on an uptrend putting in higher highs and lows and bonds continuing higher, gold still has not broken out or established a more long term uptrend.

Click here to visit Brien’s website and learn more about the New Orleans Conference or his newsletter.

Joel Elconin – Benzing Pre-Market Show – Tue 19 Mar, 2019

It’s A Buy Everything Kind Of Market

Joel Elconin, Co-Host of the Benzinga Pre-Market Show joins me to share his thoughts on the buy everything attitude for investors. Now that the S&P has continued higher this week there is very little/no resistance left until the 2,900 region. We discuss just how important the Fed is to this rally as well as the relative out-performance of the US to every other country.

Click here to visit the Benzinga Pre-Market Show and listen to the recordings.

Also click here to learn more about the real life trading webinar for kids starting this evening.