Ed Moya – Senior Market Analyst at OANDA – Wed 20 May, 2020

Oil continues to climb and the UK negative yielding 3 year notes

Ed Moya joins me today to outline the news out of the UK and its recent sale of negative yielding 3 year Gilts. It’s another country being forced into negative rates. We also discuss the continued rise in oil. It seems the oil price has gotten ahead of itself but price does continue to rise.

Click here to visit the OANDA website and keep up to date on what Ed is covering.

Chris Vermeulen – The Technical Traders – Tue 19 May, 2020

US Markets, Metals and Oil

Chris Vermeulen joins me to share his outlook and trading strategy for US markets, precious metals, and the oil price. When it comes to US markets the biggest question is – Do the US markets have another leg higher in them? After the pop on Monday there are some near term levels to watch.

Click here to visit The Technical Traders website and follow along with Chris’s trades.

Chris Temple from The National Investor – Thu 14 May, 2020

Market Wrap – US Markets, Gold and Gold Stocks, and Oil

It was an interesting day for US markets as they opened down and look to continue the downtrend but managed to get a buy throughout the day and close up. Gold and gold stocks opened up and held those gains while oil also received a buy throughout the day.

Chris Temple joins me to address all of those markets and the daily moves.

Click here to visit Chris’s site – The National Investor.

Ed Moya – Senior Market Analyst at OANDA – Tue 12 May, 2020

Bitcoin vs Gold and the oil market

Ed Moya joins me today to address the Bitcoin ‘halving’ news and the investment narrative for Bitcoin vs Gold. We also discuss the general boring nature of the US markets right now as we all wait to see how this ‘economic restart’ proceeds. Finally we look at the oil market and it’s trading around $25/barrel.

Click here to visit the OANDA website and follow along with Ed’s daily note.

In US shale bust, frack-sand miners are the new coal companies

Three years ago, companies selling frack sand to oil producers were booming, opening multi-million dollar mines, buying rivals and selling shares in what was the hottest niche in oilfield services. But the shale bust in early March has turned the frack sand mining business into the new coal. As US oil prices plunged, sand suppliers have shut mines, dismissed workers and slashed operations as customers stop drilling and fracking new shale oil wells. "You can drive by plants and see which ones have already been walked away from," said Peter Allen, a director at closely held Black Mountain Sand, which operates mines in Texas and Oklahoma. "It will remove a substantial amount of supply and will leave the healthy companies in place," he said, adding Black Mountain sits on enough cash to weather the downturn.

Josef Schachter – Energy Analyst – Wed 6 May, 2020

Oil Market Update – Recapping recent earnings form major producers

Josef Schachter joins me to recap the recent earnings (or lack there of) out of the oil sector. Many major producers have cut or eliminated their dividends but I get Josef to comment on the companies he thinks have safer dividends. We also look to the end of the year in terms of drivers for oil.

Click here to sign up for Josef’s free new report – Eye On Energy. It will keep you up to date on the fundamental data for oil.

Upcoming Webinar – May 8th @ 12pm PDT (3pm EDT) – TriStar Gold. The Company owns 100% of the Castelo de Sonhos gold project, located in Pará state, Brazil. The Company has recently completed a US $8 million finance with Royal Gold Inc. with proceeds used to advance the project to completion of a feasibility study in 2020.

Click here to sign up for free and have first access to the live recording.

Josef Schachter – Energy Analyst – Wed 6 May, 2020

Oil Market Update – Recapping recent earnings form major producers

Josef Schachter joins me to recap the recent earnings (or lack there of) out of the oil sector. Many major producers have cut or eliminated their dividends but I get Josef to comment on the companies he thinks have safer dividends. We also look to the end of the year in terms of drivers for oil.

Click here to sign up for Josef’s free new report – Eye On Energy. It will keep you up to date on the fundamental data for oil.

Upcoming Webinar – May 8th @ 12pm PDT (3pm EDT) – TriStar Gold. The Company owns 100% of the Castelo de Sonhos gold project, located in Pará state, Brazil. The Company has recently completed a US $8 million finance with Royal Gold Inc. with proceeds used to advance the project to completion of a feasibility study in 2020.

Click here to sign up for free and have first access to the live recording.

Chris Temple from The National Investor – Tue 28 Apr, 2020

US Markets and the Disconnect From The Economy

Chris Temple joins me today to focus on the US markets compared to the underlying US economy and projections of how the economy will start back up. Some of the comments on the recent market strength are carried over to the oil stocks recently moving up as the oil price fades.

Click here to visit Chris’s site and sign up for his newsletter.

KER webinars – I have 1 webinar this week with IsoEnergy. IsoEnergy is growing a new Uranium discovery in the Athabaska Basin. The webinar is this Wednesday April 29th at 1pm PT. Click here to sign up

Weekend Show – Sat 25 Apr, 2020

Hour 1 – Extended Interviews with Rick Bensignor, Adrian Day, and SilverCrest Metals

The attention this week shifted to the oil sector as crude oil dropped into negative territory. We also had GDX breakout to a 7 year high and the USD remain over 100. Lot to discuss on this weekend’s show!

Keep emailing me at Fleck@kereport.com. I love hearing form all of you. I also really appreciate everyone who tuned in the webinars this week. Next week I am featuring IsoEnergy, a Uranium exploration company that is drilling possibly the best new Uranium discovery in the sector. Click here to sign up and have first access to the live event and recording.

I hope you all enjoy this week’s show! The segments are a bit longer but there is a lot of good information in each interview.

  • Segment 1 and 2 – Rick Bensignor, Founder of Bensignor Investment Strategies joins me to focus on a wide range of sectors. We start with oil, move to the US markets, then chat gold, GDX and the USD.
  • Segment 3 – Adrian Day, President of Adrian Day Asset Management focuses on the precious metals sector. We look at gold and silver individually then drive down to the stocks and where Adrian sees the best opportunities.
  • Segment 4 – SilverCrest Metals (TSX:SIL & NYSE:SILV) just raised C$127 million and has a market cap of just over C$1billion. Chris Ritchie, President of SilverCrest me to discuss the valuation of the Company and the plans for future production. Click here to visit the SilverCrest website.

Exclusive Company Interviews and Webinars This Week


Rick Bensignor
Adrian Day
SilverCrest Metals – Chris Ritchie

Joel Elconin – Benzinga Pre-Market Prep Show – Wed 22 Apr, 2020

Is USO, the US Oil Fund, the worst financial instrument to play an oil rebound?

Joel Elconin does not hold back today explaining why he thinks USO is one of the worst financial instruments ever created. This also ties into a discussion on the overall oil sector.

We also touch on the stocks that are benefiting from the COVID shutdown. Some of these include Amazon, Netflix, and Zoom to name a few.

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