Chris Temple from The National Investor – Wed 22 Mar, 2017

A slightly different scenario for markets, metals and inflation

What is Trumpcare fails, the markets crash, metals rise – but then deflation fears tick up and metals then follow the markets… Chris and I look into the different aspects of the economy that would make this more than just a theory.

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Featuring:
Chris TempleCory Fleck
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Comments:
  1. On March 22, 2017 at 9:05 am,
    OOTB Jerry says:

    repost…..Bo Polney calling for gold $2000 by May…..bottom in gold is in per Bo. …just reporting J.

    • On March 22, 2017 at 9:11 am,
      OOTB Jerry says:

      short squeeze is the reason for Bo’s call.

      • On March 22, 2017 at 9:51 am,
        Silverdollar says:

        Bo proves anybody can get internet exposure…………does anyone really pay him for his thoughts? Great job if you can get it.

        • On March 22, 2017 at 10:09 am,
          Excelsior says:

          See the comments at the bottom of yesterday’s Market Wrap for Bo Polony Baloney

          • On March 22, 2017 at 10:26 am,
            OOTB Jerry says:

            Yes,…..some are kind of funny…….heck, maybe all of them are funny

          • On March 22, 2017 at 10:44 am,
            Excelsior says:

            I chuckled a few times once we got to Spaceballs and Bo’s “cuckoo rating”.

          • On March 22, 2017 at 10:57 am,
            Excelsior says:

            😮

          • On March 22, 2017 at 4:35 pm,
            FundamentalAnalysis says:

            Bo Paloney is the real deal. I ignore all charts, all fundamentals….and I have my Bo Paloney link saved….gotta listen to the gurus in this sector. I’m all in 100% physical gold

          • On March 23, 2017 at 12:11 am,
            Excelsior says:

            Good one FundamentalAnalysis !

    • On March 22, 2017 at 11:04 am,
      Paul L says:

      Go Bo Go. Smoke what he is smoking and you will feel as good as him. He could be right in a few years.

      • On March 22, 2017 at 1:51 pm,
        Excelsior says:

        +1

  2. On March 22, 2017 at 10:03 am,
    FundamentalAnalysis says:

    Excellent thoughts. I think the idea of the bond market, having one leg higher is absolutely possible, especially if we go through a short period of deflation as society tries to wind down their debt levels (this behaviour would support the fed for quite likely political reasons continuing their increasing interest rate policies). There will most likely be some form of further QE or perhaps even helicopter money like finland is currently doing during the next downturn as the fed knows it would be too disruptive to allow the markets to fall 2008 style given the current demographics/debt levels etc…. If however the fed isn’t able to intervene effectively during this period it could lead to a potential liquidity crisis as Jim rickards describes. I think it could be further caused by baby boomers panicking to get monies out for retirement, leading to cascading effects leading the world into taking more drastic measures to solve the problem i.e issuing SDR’s, clamping down on fund redemptions, massive money printing,lowering interest rates..perhaps experimenting with negative rates on a larger scale etc……..

    • On March 22, 2017 at 10:57 am,
      Cory says:

      Good thoughts FA and welcome to the site! Please share your thoughts openly and if you have any questions or comments for me my email is Fleck[at]kereport.com.

      • On March 22, 2017 at 4:11 pm,
        FundamentalAnalysis says:

        Thanks cory, been listening to the site for a while but only decided to start commenting today. 🙂

        • On March 22, 2017 at 4:17 pm,
          Excelsior says:

          +1

    • On March 22, 2017 at 1:39 pm,
      Excelsior says:

      FundamentalAnalysis – Good insights as per usual.

      (and thanks for popping onto the KER to comment ya rascal)

      • On March 22, 2017 at 4:17 pm,
        FundamentalAnalysis says:

        Haha

        I didn’t want you stealing the limelight 😛

        • On March 22, 2017 at 9:04 pm,
          Excelsior says:

          😮

          • On March 22, 2017 at 9:26 pm,
            Excelsior says:

            As a heads up – this is the KER we don’t really have a limelight….. (lol)

            Just good folks talking economics, resource stocks, energy, currencies, politics, humor.

            (maybe a little tomfoolery)

  3. On March 22, 2017 at 10:18 am,
    b says:

    Polony Baloney? no way, that guy is the pony express.
    How do these sites justify posting his work?
    You would think credibility would mean something to people.
    Course people like the BS, kwn seems popular.
    Throw in a reasonable person every so often and your gold I guess, and gold is just around the corner to up up and away.

    • On March 22, 2017 at 10:31 am,
      OOTB Jerry says:

      We have a federal reserve for credibility ……… 🙂

      • On March 22, 2017 at 10:31 am,
        OOTB Jerry says:

        now we can talk about bs………lol

      • On March 22, 2017 at 12:50 pm,
        Cory says:

        Haha good one Jerry!

        • On March 22, 2017 at 2:14 pm,
          OOTB Jerry says:

          🙂 thanks

    • On March 22, 2017 at 10:43 am,
      Cory says:

      To be honest B, it shocks me he is still around. He has been saying the same thing since I met Bo about 4 years ago. You know what I bet one day he will be right and he’ll say he called it exactly… I really hope people are not paying him for this advice but they must be or he would not be around.

      • On March 22, 2017 at 10:49 am,
        Excelsior says:

        Bingo Cory!

        Since 2013 he’s been saying the general markets are going “crash” imminently and that Gold was ready to go to $2000. One of these days that will happen, and he’ll snap his arm off patting himself on the back.

        What is sad about that is that these weren’t longer term projections, but rather he’s mentioned each time it was only months away and has been dead wrong for years. It is people like Bo that give the Resource Investing community a bad rep.

        For instance he puts dynamite and ticking clocks on many of his prognostications:

        https://www.futuremoneytrends.com/wp-content/uploads/2015/10/70-stock-market-correction-could-351×185.jpg

        • On March 22, 2017 at 10:50 am,
          Excelsior says:
          • On March 22, 2017 at 10:56 am,
            Excelsior says:

            That’s the kind of garbage that makes rational people tune out some of the good information presented by real contrarian thinkers. They lump the whole sector together as Tinfoil Hat wearing doom & gloomers, and that really doesn’t describe most of the serious investors I chat with regarding Precious Metals, Base Metals, and Energy stocks. Sure are the Jim Willie’s and Bo Polonys and KWN typese out there, but most Resource Investors are much more clued in to the actual supply/demand drivers and actual balance sheet/management/asset base metrics of the businesses they invest in.

            We need less dire predictions, and more focus on improving efforts in regards to All In Sustaining Costs and Free Cash Flow.

          • On March 22, 2017 at 11:09 am,
            Silverdollar says:

            Can you imagine how scary Bo would be if he had a big tent and toured the back-country selling religion……….Oh lordy, almost fell out of my chair! However, his collections would probably surprise everyone……..

          • On March 22, 2017 at 1:44 pm,
            Excelsior says:

            Silverdollar – funny (and frightening mental image)

            http://i.imgur.com/74VRy8kl.jpg

          • On March 22, 2017 at 1:49 pm,
            Excelsior says:

            OK – I’ve had my fill regarding the Face of Bo today…. moving on to productive things…

  4. On March 22, 2017 at 11:10 am,
    Paul L says:

    The market is at least headed to 2300 but likely much lower to the 2200 to 2250 area after a bounce. I have been thinking it go away in March instead of May this year as we have had a huge rally to the annual target of 2400 s&p for major investors Investors are now trying to reduce positions on all rallies.

  5. On March 22, 2017 at 11:29 am,
    Silverdollar says:

    Chris again proves why he is worth reading and listening to. Today’s discussion gets into the meat of potentials that few are talking about. When one looks at everything economically, it sounds like a ’37 Ford in which the driver pulled his choke out and forgot it………motor is coughing badly and about to die as the blue smoke from the exhaust chokes the neighborhood.
    Car sales can’t recover. Everybody who can sign their name has bought and most have over-bought; driving vehicles way above their long term means. I’ve wondered for months how long prices could remain where they were with vehicles.
    All of this and more will flow into the minds of the money managers and when the rush to exit happens, the crowd will enlarge the door many times. Time to get out of the conventionals. Even James Flannigan is going short….

  6. On March 22, 2017 at 11:34 am,
    Matthew says:
  7. On March 22, 2017 at 12:25 pm,
    BDC says:
  8. On March 22, 2017 at 1:38 pm,
    Dick Tracy says: