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.
Yields, US dollar, and Key Data Points Globally For Next Week
Marc Chandler, Managing Partner at Bannockburn Global ForEx joins me to recap this week in the markets and look ahead to next week. We start with the 30 year bond action that just sold at the lowest yield in history. We also comment on the run in the US dollar and overall trend toward US investments. Finally we wrap the call with what to watch in terms of news and data next week.
Precious Metals are boring right now but that’s not a bad thing
Craig Hemke joins me to comment on the general boring nature of the precious metals sector. With gold, gold stocks, and silver all trading in tighter ranges investors are getting pulled away into other sectors. It’s encouraging to see gold trading in a higher range but the question has to be what will the next driver be?
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.
Wrapping up the market moves today, and a comment on Brexit
Chris Temple wraps up the market today with his thoughts on the bounce in US markets, action in the bond market, and the move higher in the USD. We also touch on Brexit with what to watch for next coming out of the UK.
Hour 1 – Treasuries and Precious Metals a Long Term Perspective
On this weekend’s show I start off by recapping the new of the week and increased volatility in all markets. We then switch focus to the metals sector and an update from Great Bear Resources.
I hope everyone who is going to watch enjoys the Super Bowl! Go 9ers!
Segment 1 – Marc Chandler, Managing Partner at Bannockburn Global ForEx kicks off the show with comments on the big drop in yield and the implications when the Chinese markets open next week. WE also look ahead to major data next week and the next round of central bank meetings.
Segment 2 – We shift our focus to the precious metals with Doc. We discuss the gold and GDX charts as well as a quick comment on Skeena Resources.
Segment 3 – Sean Brodrick, Analyst at Weiss Ratings looks past the recent black swan events to what he thinks are the more significant long term drivers for the precious metals. We also discuss palladium and copper.
Segment 4 – Great Bear Resources (TSX.V:GBR & OTCQX:GTBDF) released news on Friday regarding the 2% NSR on the Dixie Project and the Company spin-out. Chris Taylor, President and CEO joins me to provide some more details on the new Company as well as the exploration strategy for this year.
Chris Temple joins me today to first address the market selloff today. Many reason can be used – including the Coronavirus, data out of the US, news from US airlines regarding flights to China, the markets being simply over extended to name a few. We also discuss if it is time to take some short term profits from positions in gold and treasuries.
Remember to email Chris for that special free issue he mentioned – Chris@nationalinvestor.com. You can also email me at Fleck@kereport.com.