Chris Temple from The National Investor – Tue 20 Feb, 2018

Why Long Term Rates Will Peak This Year

Chris Temple made the comment last week that long term rates will peak in 2018. With the 10 year now slightly over 2.9% and a huge number of treasuries being sold this week Chris outlines the many reasons why he thinks later this year yields will turn back down. We also discuss how to position your portfolio for this change in the direction of yields.

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Chris TempleCory Fleck
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Comments:
  1. On February 20, 2018 at 9:22 am,
    OOTB Jerry says:
  2. On February 20, 2018 at 9:25 am,
    OOTB Jerry says:
  3. On February 20, 2018 at 10:44 am,
    b says:

    I wonder if were getting the “final” washout.
    Shouldnt gold be headed lower thru the doldrums?

    • On February 20, 2018 at 10:58 am,
      Matthew says:

      A lot could happen before the summer. Take a look at what happened in 2006. A repeat (which I am not predicting) would take gold 30% higher by the first half of May:

      http://stockcharts.com/h-sc/ui?s=%24GOLD&p=D&st=2006-01-01&en=2006-05-27&id=p88988616475

    • On February 20, 2018 at 11:00 am,
      Matthew says:
    • On February 20, 2018 at 11:03 am,
      OOTB Jerry says:

      the doldrums is watching silver………
      I think gold is fine…..jmo

      • On February 20, 2018 at 11:19 am,
        Matthew says:

        Gold has been great which is why silver now looks much more appealing. When the turn comes and we finally get a break out for gold, silver is going to blow gold away.

        • On February 20, 2018 at 11:21 am,
          OOTB Jerry says:

          I was actually temped to buy some phyz today, silver phyz……at 80 to 1…..you know it is not to bad…. 🙂

          • On February 20, 2018 at 11:31 am,
            Matthew says:

            Yes, not bad at all. Your upside would be far greater than your downside.

          • On February 20, 2018 at 5:36 pm,
            Excelsior says:

            I’m interested in Silver for just these reasons, as when it gets moving it will far perform Gold on a percentage basis, and it is unlikely to stay over 80:1 for an extended period of time and will be reverting more to the mean.

            When we start seeing that kind of catch up action in Silver, then the Silver miners will really go on a tear, and that is where some serious profits will be made over the next 1-2 years.

          • On February 20, 2018 at 5:45 pm,
            Excelsior says:

            correction: Silver will far “outperform” gold….

      • On February 20, 2018 at 6:36 pm,
        Ozibatla says:

        Haha Jerry I agree. Silver watching is akin to watching paint dry. At least watching paint dry is boring at worst. Whereas silver can be depressing. Try not to watch everyday I suppose. Higher prices will eventuate. When is the big question?

        • On February 20, 2018 at 6:44 pm,
          Excelsior says:

          Silver has been like watching paint dry, but the only constant is change, and this is the exact reason why when an asset class like Silver, or Uranium, starts to move it leaves investors with recency bias in the dust. We saw it with Lithium, with Zinc, with Cobalt, and we saw it with Silver in 2016 and again in early 2017.

          When it moves…. it moves….. and the time to accumulate is when it is boring or trending down, especially when so many technicians looking at longer term charts look to later 2018 and 2019 as positive for Gold. What is good for Gold is great for Silver.

          • On February 20, 2018 at 6:59 pm,
            Excelsior says:

            Sprott Monthly Market Update with Rick Rule: I’m Attracted to Sectors that other People Hate

            Palisade Radio – Feb 16, 2018 #VIDEO

            https://www.youtube.com/watch?v=nb3eHIs8b7M

  4. On February 20, 2018 at 5:38 pm,
    Excelsior says:

    Then again, we could just throw every other asset class out and go 100% Crypto crazy…

    ETF Veteran Goes Crypto, Predicting Multitrillion-Dollar Market
    By Camila Russo – February 20, 2018

    https://www.bloomberg.com/news/articles/2018-02-20/etf-veteran-goes-crypto-predicting-multitrillion-dollar-market

  5. On February 20, 2018 at 5:42 pm,
    Excelsior says:

    The DRC is such a mess. This is all the more reasons for companies with Cobalt outside of the Congo to get a bid…

    > Congo: Thousands flee amid surge in ‘horrific violence’
    UN warns of ‘humanitarian disaster of extraordinary proportions’ amid surge of violence in Congo’s Tanganyika province.

    5 hours ago

    http://www.aljazeera.com/news/2018/02/thousands-flee-atrocities-south-eastern-drc-180220143919759.html

    • On February 20, 2018 at 5:49 pm,
      Excelsior says:

      (BBB) Brixton is working on exploring their Cobalt & Silver project at Langis (past producing mine in Cobalt Canada…. ding, ding, ding)

      Advancing High Potential Gold & Silver Projects – Brixton Metals (BBB)(BXTMF)

      Cambridge House – Feb 16, 2018 #Video #CorporatePresentation

      https://www.youtube.com/watch?v=Uk7Y2zWOTIE

  6. On February 20, 2018 at 10:25 pm,
    Markedtofuture says:

    Mueller Expands his Investigation Desperate to Bring Down Trump

    Blog/Conspiracy
    Posted Feb 21, 2018 by Martin Armstrong

    CNN is ecstatic. Mueller cannot prove any connection between Trump’s son-in-law Jared Kushner and Russia, so now he is turning to investigate if he solicited China or Qatar to invest any money in his company during the campaign.

    https://www.armstrongeconomics.com/international-news/politics/mueller-expands-his-investigation-desperate-to-bring-down-trump/

    • On February 21, 2018 at 5:06 am,
      OOTB Jerry says:

      100% agree with MA……….MUELLER SHOULD BE DISMISSED…..this is Way OVERDUE…..

      • On February 21, 2018 at 5:07 am,
        OOTB Jerry says:

        and MUELLER needs to be sued, as I said yesterday in my comments…….

  7. On February 21, 2018 at 5:17 am,
    Chartster says:

    There’s a flip side to that coin..and lots to unpack.

    https://threadreaderapp.com/thread/966248502371037185.html

    • On February 21, 2018 at 5:39 am,
      OOTB Jerry says:

      Trump does not need Mueller to take down Obama nor CLinton…jmo
      Mueller has been in the swamp way to long, if, he was a patriot, he would
      have flipped a long time ago……jmo

      • On February 21, 2018 at 5:42 am,
        OOTB Jerry says:

        More of a Benedict Arnold……..

      • On February 21, 2018 at 5:56 am,
        Chartster says:

        Would have flipped a long time ago..? Flipped to who?! Obama, Bush, Clinton?? I don’t think so… The deep state using the mockingbird media can destroy anyone (until Trump got elected).

        • On February 21, 2018 at 6:35 am,
          OOTB Jerry says:

          Flipped, ……turned his patriotism to , maybe Ron Paul….and the IRS investigation of the Teaparty….
          But, I would agree that until this time, No one appeared to be strong enough to take on the DEEP STATE.

          • On February 21, 2018 at 6:42 am,
            OOTB Jerry says:

            I have a hard time thinking , that Mueller is a good guy,…..HSBC, 911, connection to HRC, what was he waiting on…..For Bill and Hilly to stack up another 109 bodies on the list of nail gun suicides……

          • On February 21, 2018 at 6:44 am,
            OOTB Jerry says:

            If, is was a patriot, he should have done the investigation PRO BONO

  8. On February 21, 2018 at 7:06 am,
    OOTB Jerry says:

    Chartster………here is one for you concerning Representation….
    Let me know what you think…..thanks…..
    https://www.youtube.com/watch?v=FULEXLa6Nnk

  9. On February 21, 2018 at 10:20 am,
    FundamentalAnalysis says:

    Great comments Chris, and I share your fondness of some of the REITs sector. I have been in this area for the past few years, and they have both provided solid yields and capital gains (although some of the valuations are beginning to get a little stretched especially when trusts start trading at premiums to NAV again I’m talking from European perspective. Don’t know what’s happening in the US re: REITS.