Hour 1 – Live from the New Orleans Investment Conference
Click download link to listen on this device: Download Show
The first hour of this week’s weekend show was recorded live from Brien Lundin’s New Orleans Investment Conference. There are a number of other interviews including exclusive commentary from a few select companies and more speakers. The second hour is dedicated to our new KER Politics show featuring Congressman Walter Jones. The second hour will be a separate post to help keep the comments focused. We ask you please keep the investing comments to this post and the political comments to the other posting.
- Segment 1 & 2: A keynote speaker Peter Boockvar shares why he thinks the bond market is no longer in the bull market. We also discuss how investors should be positioned.
- Segment 3: We get an update on Natcore Technology and the Company’s direction from President and CEO Chuck Provini.
- Segment 4: Sean Brodick wraps up the first hour with his thoughts on opportunities in the Lithium and Natural Gas sectors.
Click download link to listen on this device: Download Show
Click download link to listen on this device: Download Show
Click download link to listen on this device: Download Show
Click download link to listen on this device: Download Show
Nice Tad!
Skeeta will likely spike that coffee 🙂
Thanks to the KER crew to another great weekend show.
Come in Skeeta…no slacking now. Thanks guys. FBI to re-investigate Hillary…best news so far this weekend!
did you read the director’s letter?
https://thinkprogress.org/the-fbi-directors-letter-about-the-clinton-emails-says-a-lot-less-than-the-media-wants-you-to-aa61e81e5a97#.htrzdrx95
From the letter: “…cannot yet assess whether or not this material may be significant, AND I CANNOT PREDICT HOW LONG IT WILL TAKE US TO COMPLETE THIS ADDITIONAL WORK…”
Eight years from January 20th, maybe?
I have to say, I don’t think there’s been two people in history that have had the ability, over this many decades, to slither through unscathed no matter what comes at them. When I think about it, it’s creepy and scary, actually. And I don’t mean in the Halloween sense.
And now, it’s coming out that these emails aren’t even about Clinton, aren’t from her private server, and it’s just “legal requirement” on Comey’s part to notify Congress.
And away she slithers.
Morning gents !
Have only just downloaded the show & will listen now whilst working in the backyard.
Thanks to KER as always for your efforts,
Much appreciated.
Cheers.
Lithium and batteries are not the answer. Get the DoD to stop classifying solar panels that get more than 30% efficiency, and release the free energy devices! Then we will see an energy and manufacturing revolution in this country. Lowering the cost of energy will widen the profit margins of mining, as well.
Always find Adam Hamiltons articles interesting
http://www.321gold.com/editorials/hamilton/hamilton102816.html
Thanks – Yes – always good to read Adam’s thoughts.
Hey Ex Thom still trying to get the gzz/rzz story out there for us.one day gzz will get through that .35 resistance.I figure it will be this winter when agnico/Yamaha finally give an update for odyssey north.
http://thomcalandra.com/happy-gold-friday/
Absolutely, glad that Thom is still keep the “Glenn Mullan’s zed-complex” on the top of mind of precious metals royalty and prospect generator investors.
Very interesting Natcore story. Googling them, seems they are two pronged. The research side developed a more effiecent and lower cost solar panel. The consulting side runs large installation projects. But Natcore doesn’t have the large scale manufacturing to produce the panels. I’d like to hear more ‘story’ about how they will grow the company, especially the manufacturing side. Is the angle that their panels get marketshare as they only install their own product? And another angle that no other project manager can get Natcore panels, so the consulting side gets more project work? Not sure, but would love to hear more.
+1
Cory:
Thanks for the Boockvar interview. People could do themselves a favor by listening twice. He’s a real thinker and his macro ideas carry a lot of weight imo, particularly with interest rates. Seems that the market may do what the Fed can’t get around to.
Cory, great interviews, agree with @Silverdollar re:Boockvar. You’re doing a cracking good job with these interviews and your own commentaries!!!
Silver has given back half of the gains since the December low and has been supported by that 50% level for the last four weeks:
http://stockcharts.com/h-sc/ui?s=%24SILVER&p=W&yr=3&mn=9&dy=0&id=p38621498335&a=484409523
The indicators are very supportive of copper soon breaking out of its downtrend that began in March:
http://stockcharts.com/h-sc/ui?s=%24COPPER&p=D&yr=0&mn=9&dy=22&id=p36413496939&a=451232211
Gold took back the 200 day MA on the highest volume in three weeks but the bears were able to keep it beneath some fork resistance at the close:
http://stockcharts.com/h-sc/ui?s=%24GOLD&p=D&yr=1&mn=1&dy=22&id=p80284303792&a=443006542
I agree with most, if not all, of Michael Oliver’s comments here:
https://www.youtube.com/watch?v=UyrvTwSFBpY
Thanks guys
Morning Skeeta 🙂
Coffee, croissants, FT & the weekend show…