Weekend Show – Sat 3 Feb, 2018

Market Volatility And Treasuries Are The Key Markets To Watch

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This was an interesting week for the markets. We finally saw some weakness in the US markets with the Dow down over 600 points on Friday. This race to cash also saw metals and metals stocks sell off and yields continue to rise. The treasury market is front and center on most of our guests radar for good reason. We also address the resource markets extending outside of the PMs.

We hope everyone has a great weekend and for all the football fans, let’s hope this is a good Super Bowl! Please keep in touch by emailing me at Fleck@kereport.com. I love to hear from all of you.

  • Segment 1: Extended Segment – Dan Oliver kicks off the first hour with the market he thinks if the most important to watch… Treasuries
  • Segment 2: Managing Partner at The CPM Group Jeff Christian provides some valuable insights on the investors he see entering the precious metals market.
  • Segment 3: We focus on the Zinc sector with Jayant Bhandari. He also shares a company he is invested in that we cover on the show.
  • Segment 4: Joe Mazumdar shares his thoughts on a number of resource markets. We look at PMs, Copper, Zinc, and Lithium.
  • Segment 5 & 6: We open KER Politics with Professor Alain Sanders opining on the State of the Union Address.
  • Segment 7: We open our two segment discussion of the released memo with Jim McKinney
  • Segment 8: We continue our discussion with Jim McKinney regarding the FISA Memo and potential consequences for the country.

Exclusive Company Interviews and Updates – Click on the titles below for direct links to the interviews


Segment 1

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Segment 2

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Segment 3

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Segment 4

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Segment 5

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Segment 6

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Segment 7

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Segment 8

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Featuring:
Dan OliverJeff ChristianJayant BhandariJoe MazumdarAlain SandersJim McKinney
Cory FleckAl Korelin
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Comments:
  1. On February 3, 2018 at 5:33 am,
    OOTB Jerry says:

    Great show……..

    • On February 3, 2018 at 5:45 am,
      OOTB Jerry says:
      • On February 3, 2018 at 10:17 am,
        Big Al says:

        Yep, here we go!

        Actually too late to stop this train!

    • On February 3, 2018 at 9:15 am,
      CFS says:

      Segments 5 and 6:
      I find it amazing that supposedly intelligent people can no longer believe there is absolute truth.
      That “truth” depends on one’s point of view.
      Is this the result of U.S. education?

      • On February 3, 2018 at 10:18 am,
        Big Al says:

        How many times have I said that “Semantics” is a fascinating subject?

        • On February 3, 2018 at 10:47 am,
          CFS says:

          Socrates just turned over in his grave.

          δεν πρόκειται ποτέ να μάθουν»

          was to be heard, if one listened carefully.

      • On February 3, 2018 at 11:14 am,
        Mike says:

        Am about to listen to these segments … but, first, a comment about “education” … what is that?

        We haven’t had education (at least not for the “masses”) for over a century and a half (going on two) …

        Please check out this relatively brief video with John Taylor Gatto on “The Purpose of Schooling”:

        https://www.youtube.com/watch?v=eeEWPbTad_Q

        (He goes much deeper into the topic for those interested, e.g., a 5-hour history lesson with facts that back up what he says)

        • On February 3, 2018 at 11:21 am,
          Mike says:

          For those who would like to know what one is (and have an hour to spare) … here are some thoughts by John Taylor Gatto on “What Does it Mean to be Truly Educated?”: https://www.youtube.com/watch?v=_ty3hBXN-oM

          • On February 3, 2018 at 1:07 pm,
            GH says:

            I second you on this, Mike.

            John Taylor Gatto’s videos are ‘must watch’ in my opinion.

            His five hour video ‘the ultimate history lesson’ is well worth the time. Absolutely fascinating.

        • On February 3, 2018 at 11:23 am,
          CFS says:

          True education is the search for and acquiring of Knowledge and Truth.
          Whether the U.S. system fails in that goal or has been perverted is a different question.

          • On February 3, 2018 at 11:27 am,
            Big Al says:

            I thought about your comment, Professor, and I happen to agree with it.

        • On February 3, 2018 at 11:31 am,
          Big Al says:

          I will listen to the material suggested. I believe that you are referring to an “educational system” as opposed to simply “education”.

          It’s an important issue to Kathy and I Mike. Kathy and I “put our money where or mouth is” in that we spent a lot of money on going outside the public educational system for our daughters and we both feel that it was truly worth it.

          • On February 3, 2018 at 11:45 am,
            Mike says:

            Here is a short article by Gatto that captures a lot of what he has to say, that you may find interesting Al (at least it will take less than an hour to read).

            “The Public School Nightmare: Why fix a system designed to destroy individual thought?”
            https://www.tysknews.com/Depts/Educate/public_school_nightmare.htm

            The system of “schooling” in the west was purposefully designed to prepare people for the workplace, as opposed to the classical “liberal” education (i.e., the subjects of the trivium and quadrivium that have been the basis for a true education for the elite for thousands of years).

            If you would like to check further, here is a link to a site with information regarding the Trivium / Quadrivium: http://www.triviumeducation.com/

            The end result of this type of study will create people with a capability for critical thinking (not something our leaders want to promote, for sure).

          • On February 3, 2018 at 12:35 pm,
            Mike says:

            For anyone interested in what is meant by a “classical liberal arts education”:

            >>> The liberal arts are those subjects or skills that in classical antiquity were considered essential for a free person (Latin: liberalis, “worthy of a free person”) to know in order to take an active part in civic life, something that (for Ancient Greece) included participating in public debate, defending oneself in court, serving on juries, and most importantly, military service. Grammar, logic, and rhetoric were the core liberal arts (the Trivium), while arithmetic, geometry, the theory of music, and astronomy also played a (somewhat lesser) part in education (as the Quadrivium). <<<

            https://en.wikipedia.org/wiki/Liberal_arts_education

          • On February 3, 2018 at 1:04 pm,
            Big Al says:

            Thanks for the elaboration, Mike.

          • On February 3, 2018 at 12:46 pm,
            Matthew says:

            Exactly right. Today’s liberal is the opposite of the classical liberal and is the enemy of a civilized society.

          • On February 3, 2018 at 1:04 pm,
            OOTB Jerry says:

            HOME SCHOOL>….get the women out of the work place and back educating themselves and the kids….JMO

      • On February 3, 2018 at 1:01 pm,
        GH says:

        Yes it is the result of ‘education’ but also of the entire propaganda system.

        It comes from Cultural Marxism. All is relative and of equal value. To the point where there is even a ‘fat acceptance’ movement.

        Cultural Marxism is very important for us all to understand, imo:

        http://www.wnd.com/2007/05/41737/

        http://www.wnd.com/2007/05/41737/

      • On February 3, 2018 at 1:02 pm,
        GH says:

        Yes it is the result of ‘education’ but also of the entire propaganda system.

        It comes from Cultural Marxism. All is relative and of equal value. To the point where there is even a ‘fat acceptance’ movement.

        Cultural Marxism is very important for us all to understand, imo:

        http://www.wnd.com/2007/05/41737/

    • On February 3, 2018 at 10:14 am,
      Big Al says:

      Actually really fun putting it together.

      Interesting times, huh Jerry?

      • On February 3, 2018 at 1:07 pm,
        OOTB Jerry says:

        I would have to agree with you concerning ….Interesting TImes….
        There is a lot more to do…..with educating the masses….
        We are in a pickle……

        • On February 3, 2018 at 2:26 pm,
          Big Al says:

          We are in a pickle and to get out of the smell of garlic dills is not such an easy task.

  2. On February 3, 2018 at 5:54 am,
    bonzo barzini says:

    Release the hounds! Off with their heads!

    • On February 3, 2018 at 10:19 am,
      Big Al says:

      Bonzo, I would really like your opinion on the piece that I will put up in about ten minutes regarding the resignation of the FBI agent.

    • On February 3, 2018 at 4:04 pm,
      bonzo barzini says:

      Al, read BLOOD,MONEY,POWER by Bar McClennan which verifies what Moriarity said about J.E. Hoover and the mafia.

    • On February 4, 2018 at 9:11 am,
      Whit says:

      I’m saddled up!

  3. On February 3, 2018 at 5:55 am,
    Stephan Feibish says:

    I own shares in a zinc exploration company. While the price of zinc has risen quite a bit. The companies shares rose briefly and then settled back to what I would call a low. The reason I think is that there are 3x as many shares as there were several years ago. By the time the mine gets built I don’t suppose I’ll make a cent. A word of caution to others.

  4. On February 3, 2018 at 6:00 am,
    OOTB Jerry says:
  5. On February 3, 2018 at 9:48 am,
    OOTB Jerry says:
  6. On February 3, 2018 at 12:12 pm,
    AJ says:
    • On February 3, 2018 at 12:37 pm,
      CFS says:

      The facts are that the FBI exceeded legal limitations of its power, by lying by omission and commission.

      • On February 3, 2018 at 1:03 pm,
        Big Al says:

        It would appear that you are correct CFS. The agent who publicly terminated his unemployment was possibly just “grand standing”!

  7. On February 3, 2018 at 12:25 pm,
    AJ says:

    Dutch agencies provide crucial intel about Russia’s interference in US-elections
    https://www.volkskrant.nl/tech/dutch-agencies-provide-crucial-intel-about-russia-s-interference-in-us-elections~a4561913/

    Interesting tale

    • On February 3, 2018 at 12:35 pm,
      CFS says:

      The Dutch access provides crucial evidence of the Russian involvement in the hacking of the Democratic Party, according to six American and Dutch sources who are familiar with the material, but wish to remain anonymous.
      It’s also grounds for the FBI to start an investigation into the influence of the Russian interference on the election race between the Democratic candidate Hillary Clinton and the Republican candidate Donald Trump.

      This true. HOWEVER, it does not give the FBI carte blanche power to totally Surveille Trump and his associates, in contravention of the 4th amendment.

      • On February 3, 2018 at 1:05 pm,
        Big Al says:

        Agreed, Professor.

    • On February 3, 2018 at 1:06 pm,
      Big Al says:

      I had the document translated and I found it to be interesting after my first read. Now I will embark on a second read.

  8. On February 3, 2018 at 1:05 pm,
    AJ says:

    Thoughts on the Nunes Memo: We Need to Talk About Devin
    https://lawfareblog.com/thoughts-nunes-memo-we-need-talk-about-devin

  9. On February 3, 2018 at 1:08 pm,
    OOTB Jerry says:

    b……….left you some comments ….on Karen….back on the other section

  10. On February 3, 2018 at 4:03 pm,
    Matthew says:

    The Dow has an important support about 4.5% below the current level that, if broken, would be bad news for stock bulls.

    Monthly:

    http://stockcharts.com/h-sc/ui?s=%24INDU&p=M&yr=9&mn=11&dy=0&id=p36409180487&a=575518130

  11. On February 3, 2018 at 5:43 pm,
    BDC says:

    Was Powell brought in to repeat Volcker’s extreme rates?

    • On February 3, 2018 at 6:04 pm,
      Matthew says:

      Not a chance.

  12. On February 3, 2018 at 6:04 pm,
    Matthew says:
  13. On February 3, 2018 at 6:47 pm,
    BDC says:

    “DOW Transports give plenty of warning!”
    https://s13.postimg.org/5p1xqydvr/DJT-20180202-_Daily.png

  14. On February 3, 2018 at 6:51 pm,
    Skeeta says:

    Thanks for the weekend show as always fella’s,
    Much appreciated.
    Cheers.

  15. On February 3, 2018 at 11:52 pm,
    Donnie Moder says:

    No democratic rebuttal is necessary. The memo has no smoking gun. The information provided is a nothing burger. 3 and a quarter pages of nothing. Could not disagree with you more on this. Comey, Mueller, Rosenstein, Sessions are republicans. The dossier was initiated by republicans. Carter Page is ain or character in all of this. Flynn, Manafort, Trump, Page were all hiding information on their ties to Russia. You and your guest will be proven wrong.

    • On February 4, 2018 at 7:00 am,
      Donnie Moder says:

      Republican Congressman Trey Gowdy on Face The Nation this morning:
      MARGARET BRENNAN: The memo has no impact on the Russia probe?

      REP. GOWDY: No– not to me, it doesn’t — and I was pretty integrally involved in the drafting of it. There is a Russia investigation without a dossier. So to the extent the memo deals with the dossier and the FISA process, the dossier has nothing to do with the meeting at Trump Tower. The dossier has nothing to do with an email sent by Cambridge Analytica. The dossier really has nothing to do with George Papadopoulos’ meeting in Great Britain. It also doesn’t have anything to do with obstruction of justice. So there’s going to be a Russia probe, even without a dossier.

  16. On February 4, 2018 at 10:43 am,
    Excelsior says:

    Gold price set for wild ride in 2018 say 34 bullion analysts
    Frik Els | 2 days ago

    “Opinions differ as to the level of US real interest rates, the likely impact of geopolitical factors and the pace of global economic growth. Our contributors are divided as to what will have the greater impact and hence we have received forecasts for gold as high as $1,510 and as low as $1,120 and it’s a similar story for the other metals.”

    http://www.mining.com/gold-price-set-wild-ride-2018-say-34-bullion-analysts/

  17. On February 4, 2018 at 12:27 pm,
    Excelsior says:

    Graphite Outlook 2018: Market Expected to Tighten

    Melissa Shaw • December 12, 2017

    > Graphite outlook 2018: Demand to rise

    “In the long term, Roskill notes that the continuing closure of processing plants in China to curb emissions has set the scene for speculation about rising graphite prices. The research firm notes that “prices for high grade material [are] forecast to continue rising through late 2017 and into 2018 as battery demand continues to rise and flake graphite producers rush to ramp-up new production.”

    Blair Way, president and CEO at Leading Edge Materials $LEM $LEMIF, said 2017 was a year of “healthy, steady growth” in the sector. He noted that a significant milestone for Leading Edge was the announcement of R&D projects in #Sweden, including cooperation with the Northvolt #battery cell manufacturing project. He said the company saw some “strong movement” in terms of its share price performance over the year “with the usual ups and downs as some investors took profit.”

    “As we transition away from a traditional resource story to the technology and specialty value-added materials of the #greenenergy space, some investors move on to the more volatile drill programs and others start to follow us to get exposure to the longer-term story around providing these specialty materials for the future green energy market,” Way commented. Way of Leading Edge said he anticipates “growing awareness and understanding of the #graphite space” in the future, and added that “as new non-Chinese battery cell manufacturing ramps up in Europe and North America, they will be seeking out a sustainable non-Chinese graphite source for these materials. At present, Leading Edge stands alone as a source of value-added #graphite in Europe.”

    In 2018, he said the company will “undertake a dual listing and look to gain greater exposure in the EU markets, which are very bullish on the specialty materials.”

    https://investingnews.com/daily/resource-investing/critical-metals-investing/graphite-investing/graphite-outlook/

  18. On February 4, 2018 at 4:29 pm,
    Excelsior says:

    Uh-oh….

    ______________________________

    ‘Bitcoin is my Potential Pension’: What’s driving people in Kentucky to join the craze

    By Chico Harlan February 3

    https://www.washingtonpost.com/business/economy/bitcoin-is-my-potential-pension-what-is-driving-people-in-kentucky-to-join-the-craze/2018/02/03/aaaea3be-05dc-11e8-b48c-b07fea957bd5_story.html?utm_term=.a84a9c21be43

  19. On February 4, 2018 at 6:53 pm,
    Excelsior says:

    DoubleLine’s Jeffrey Gundlach: ‘Hard To Love Bonds At Even 3 Percent’ Yield

    Reuters – February 04, 2018

    http://www.kitco.com/news/2018-02-04/DoubleLine-s-Jeffrey-Gundlach-Hard-To-Love-Bonds-At-Even-3-Percent-Yield.html

  20. On February 5, 2018 at 4:50 pm,
    Roger MacDonald says:

    The right-wing hysteria here is nearly worthy of Alex Jones. I’ve had enough. Thank you. Over and OUT.