Hour 1 – Looking at the big picture for investors in equities and resources
It was another crazy week with markets and gold all over the place and yields continuing to crash. With these wild swings day to day this is not an easy market to trade.
On this weekend’s show we look at long term fundamentals to help out everyone who is trying to make some solid long term investments. We focus on the precious metals and some of the intricacies to note for the investors in the sector.
Segment 1 – Mike Larson kicks off the show to address the crash in yields. Even after the Fed rate cut the market continues to push yields into historic territory.
Segment 2 – Jeff Christian, Managing Partner at CPM Group shares his insights on why the gold stocks are lagging the metals price. It all about the type of investors that entered the sector.
Segment 3 – George Gero, Managing Director at RBC Wealth Management looks at the recent moves in oil and gold. These are a great barometer for global economic health.
Segment 4 – We wrap up the hour with an update from Calibre Mining (TSX:CXB & OTCQX: CXBMF). Ryan King, VP Corporate Development recaps the recent Q4 financial results and recent discovery.
Are we entering a new bear market for US equities?
Dana Lyons joins me share his thoughts on the crazy volatility in the markets. He outlines what a normal correction typically looks like and if this could be the start of the bear market. We also touch on the continue decline in yields and USD pullback.
The day after the surprise rate cut here’s a renewed look at the overall system
Rick Ackerman kicks of today with his thoughts on the Fed rate cut. We look at the continued fall in yields and huge volatility in a wide range of assets. Rick has some low targets for the 30-year that speaks to his overall thoughts on the financial system.
More thoughts on the Fed cut and more importantly the market moves
Chris Temple joins me to share his thoughts on Fed rate cut and corresponding market moves. We discuss the theory behind the cut as well as the timing. Also look ahead to the meeting in just over 2 weeks and the market moves. With US markets down, yields continuing to fall, and the precious metals moving strongly higher it’s a good day for PM investors.
Joel Elconin is up next with his thoughts on the Fed rate cut and the reasons behind the cut. Driving home the fact that central banks are going to continue to be easy there are a lot of risks and fear in the financial system.
Big rebound across the board today but it’s not an all clear to put your money back to work
Chris Temple joins me today to share his thoughts on the rebound in everything from US markets to gold. After the month end books squaring from last week traders are playing the swing. This does not mean that the worst is over however.
The market follow through with a morning selloff – Plus a divergence in the safe havens
Ed Moya, Senior Market Analyst at OANDA kicks off today with a look at the US markets follow through on yesterday’s big down day. We also discuss the movements in bonds and gold where yields continue to fall but gold is giving back some of its gains from yesterday.
While we are working to get the media upload issue fixed here is a Dropbox link to the interview. The media file will open in a new tab.
Hour 1 – Featuring Rick Bensignor and Jesse Felder
It was a crazy week in the financial markets, in everything from US markets, yields, gold, and the US Dollar. I’m excited to have Rick Bensignor and Jesse Felder on for extended segments to share their views on a wide range of markets and sectors, plus some comments on the significance of the Coronavirus.
Please keep in touch by emailing me at Fleck@kereport.com. I love hearing what stocks you are all following and your thoughts on the markets.
Segment 1 and 2 – Jesse Felder kicks off the show by explaining why he thinks the fundamental are not supporting the rise in the US markets. We touch on sentiment, the drop in share buybacks, the Fed winding down its liquidity injections, and the Coronavirus.
Segment 3 and 4 – Rick Bensignor wraps up the show with an extended discussion on the economic impact of the Coronavirus. We dive into his strategy for the markets and where he sees the safe haven assets moving from the current breakout levels.
Exclusive Company Interviews and Comments This Week
The Dollar Is All About A Divergence In US vs European Data, Plus Comments on Safe Havens
Marc Chandler joins me today to first comment on the rollover in the US Dollar. He points to the flash PMI readings today where Europe surprised to the upside and the US number disappointed. We also discuss the US market pullback to end the week, yields crashing to historic levels and gold rising.
US Markets and USD Falling While The Odd Couple Trade Is Breaking Out
There is a lot for us to chat about today when it comes to the US market and USD pullback and the odd couple trade of bonds and gold breaking higher. Chris Temple joins me to recap all of these moves as well as a comment on the Japanese Yen.