Hour 1 – The Best Investments In 2019 and Stocks To Watch For 2020
I hope everyone had a very Merry Christmas, Happy Hanukkah, or whatever you wish to celebrate. For a week that was supposed to be slow for the markets we saw some impressive moves over the 4 trading days.
In this weekend’s show I focus on recapping the top investments and strategies our guests employed throughout the year. More importunately we also look ahead with predictions on US markets, yields, and the metals sectors.
Please keep in touch by emailing me at Fleck@kereport.com. I love hearing from all of you and wish you all a very happy New Year!
Segment 1 – Jesse Felder kicks off this hour with what he says was the biggest story in 2019 – the Fed turnaround. As for 2020 we assess the energy market, the possibility of a recession, and his investing strategy starting the year.
Segment 2 and 3 – Joe Mazumdar joins me for two segments outlining the best resources stocks he followed in 2019 and what he is looking for in terms of different metals and companies in 2020.
Segment 4 – Josef Schachter wraps up the first hour with a focus on the energy markets. We look ahead to 2020 in terms of what will drive the overall sector and what stocks are set up to best benefit.
Hour 1 – A Focus on Resource Stocks and Building a Hit List For Tax Loss Selling
I hope everyone had a very happy Thanksgiving down in the US!
On the first hour I focus on the resource sector. Topics range from metals to energy and thoughts on the two multi-million to billion dollar deals in the resource sector. Please keep in touch by emailing me at Fleck@kereport.com.
Segment 1 and 2 – Jesse Felder kicks off the show by sharing some of his research on the cannabis stocks answering the question; are these stocks finally trading at value levels. We also discuss the gold market and what will be the major driver in 2020. Click here to learn more about The Felder Report.
A close look at the oil sector – Price, Supply/Demand, and Major Players That Will Drive 2020
Chris Temple kicks off today by focusing on the energy sector and more specifically oil. The oil sector has been boring all year after peaking in late April at $66/barrel and trading in a range the rest of the year. We look at the supply/demand metrics as well as discuss the balance of power that has shifted int he past few years. No longer just an OPEC news driven market now that the US plays a bigger role. However we need to be aware of potential bankruptcies of US companies that could shake the sector.
A Look At Some Of The Weaker Markets – Energy and Uranium
After Chris and I chatted yesterday focusing on some of the opportunities he sees in the market we shift our focus today to some of the more beaten down sectors. We start with a couple comments on the Fed continuing to inject money into the repo market and then quickly shift to the energy and uranium sectors. If you want to be a true contrarian then these areas should catch you eye with how low the share prices are.
Recapping the Canadian Election Results and The Continued Shift Towards Risk On
Ed Moya kicks off today by sharing his thoughts on the Canadian election results and what that means for the Canadian economy and monetary policy in Canada. We also comment on the US markets and general shift we have seen toward more risk on assets.
The full second hour is dedicated to all of you resource investors! I chat gold, silver, copper, battery metals, and oil. Please update me with any companies that cross your radar. My email is Fleck@kereport.com.
I hope everyone in Canada has a happy Thanksgiving and you all enjoy this weekend’s show!
Segment 1 & 2 – Joe Mazumdar, Editor of Exploration Insights joins me for a discussion on the environment in Peru for exploration companies and what he thinks is the best investment strategy. We also dive into the copper market.
Segment 3 – Brien Leni, Editor at the Junior Stock Review website chats about investor interest in precious metals compared to the base and battery metals.
Segment 4 – Josef Schachter, Editor of the Schachter Energy Report updates us on the oil . We discuss the recent price moves and the stocks he thinks will be the best investments this winter.
There are many reasons to be worried about the health of the US markets
Joel Elconin, Co-Host of the Benzinga Pre-Market Prep Show takes a broad look at the US markets and shares what has him worried. These worries range from weakness in oil stocks, yield curve inversions, and the government now attacking the tech stocks. Even though the markets were at all time highs not too long ago the bearish argument is starting to build up steam.
Raghee Horner, Managing Director of Futures Trading joined me to discuss how she is positioning into the Fed statement. She also shares some sectors that she thinks are a good short in this slow growth global environment with low interest rates.
Political News Driving Oil Higher While The USD and Yields Are Testing Key Resistance
Chris Temple joins me to share his thoughts on a couple markets that are at key techincal levels. We start with oil which is getting a pop on the back of US and Iran news. Next is the USD which is again closing in on at the very least a short term breakout higher. Finally we look at the bond market and the 10 year yield trying to continue it’s recent bounce.
A Look Ahead To Central Bank News This Week and The Opportunities In Energy Stocks
Chris Temple, Founder of The National Investor joins me today to share his outlook for the ECB meeting and Fed minutes all scheduled this week. While not expecting any major surprises the fact remains that they will both drive home the fact that these central banks are more dovish than 6 months ago. We also touch on the oil price rise and the fact that the energy stocks continue to lag. Chris outlines some of the areas within energy stocks that he sees the opportunity in.