Weekend Show – Sat 16 Mar, 2019

Hour 1 – Investment Strategies For The Broad Markets and Resources

Hour 1

It’s a very interesting market right now. The Powell put seems to overwhelm everything else as US markets continues to trend higher closing the week at it’s highs. However we are seeing defensive sectors also garner a buy. In this weekend’s show I send the first two segments talking about the makeup of the recovery in the broad averages. In the last two segments we shift our focus to the precious metals and energy sector.

  • Segment 1 – Fund Manager Dana Lyons kicks off the show with his insights on the rise in the US markets. He still thinks the bear market started last year.
  • Segment 2 – Mike Larson, Editor of The Safe Money Report compares the bond market to the broad averages and shares a metals investment that he has entered.
  • Segment 3 – We kick off the resource focused segments with Erik Wetterling, Founder of The Hedgeless Horsemen. Erik outlines how he is managing his portfolio to take advantage of the low share prices.
  • Segment 4 – Josef Schachter, Founder of The Schachter Energy Report shares his thoughts on the oil and natural gas sectors. The overall message is short term cautious but long term bullish.

Exclusive Company Interviews This Week

  1. On March 16, 2019 at 6:58 am,
    CFS says:
    • On March 17, 2019 at 9:29 am,
      Excelsior says:

      Rick Rule on Why He’s Deploying Money Right Now into Royalty & Streaming Companies

      by @MiningStockEdu on March 17, 2019

      “One of the places I’m deploying my own capital right now is in the royalty and streaming space,” Rick Rule, CEO of Sprott US Holdings, said during our recent interview at PDAC. Rick also addressed two common objections investors have regarding royalty and streaming companies as well as what makes these companies so attractive right now.”


  2. On March 16, 2019 at 7:20 am,
    CFS says:

    Casey warned in the Cite above, but the Cite below makes me go woo-woo-hmm!


  3. On March 16, 2019 at 9:23 am,
    Matthew says:

    From a daily chart perspective, the bears still have the upper hand in gold…

    • On March 16, 2019 at 9:26 am,
      Matthew says:

      From a weekly and monthly chart perspective, the bulls are in control…

      • On March 17, 2019 at 6:37 pm,
        CFS says:

        I would expect the situation to change at the end of this month, with respect to banking at least, as Basel III rules come into effect.

    • On March 16, 2019 at 10:37 am,
      Matthew says:

      When it comes to the miners, things are a bit better as the bulls have the upper hand even short term…

  4. On March 16, 2019 at 10:41 am,
    Wolfster says:

    Hey Matthew…..always appreciate all your TA…….was wondering if you ever use your proverbial crystal ball for anything other than the metals and do you follow fundamentals at all in conjunction with your TA????

    • On March 16, 2019 at 10:58 am,
      Matthew says:

      Yes, I use TA for all asset classes and do follow the big picture fundamentals that influence gold. Debt, the economy and stock market valuation and earnings outlook are important. But all info is ultimately reflected in the charts so TA is my main focus.

      • On March 16, 2019 at 1:23 pm,
        Wolfster says:

        Thanks…..I certainly can’t argue that TA isn’t usually a precursor of things to come and unfortunately it’s been with hindsight that I can say that’s been the case more times than I like…can’t speak for anyone else here but I’d be fascinated and appreciative if you shared when other sectors may be setting up for bull/bear runs. The more information/opinions are always the best from my perspective. Cheers

        • On March 16, 2019 at 1:54 pm,
          Matthew says:

          Uranium is heading for a big bull market so I intend to move gold/silver mining profits into that sector in the months (year?) ahead…

          • On March 16, 2019 at 6:03 pm,
            Bonzo Barzini says:

            Matthew, Lobo Tiggre is also very bullish on uranium. Do you prefer the AR-15 or the AK-47?

          • On March 16, 2019 at 6:45 pm,
            Matthew says:

            Assuming we’re talking defense purposes, I like the AK-47.

          • On March 17, 2019 at 6:19 am,
            Wolfster says:


          • On March 17, 2019 at 9:18 am,
            bonzo b. says:

            Thanks, Matthew. I’ve heard the AK-47 is more rugged and durable in combat.
            Now I have a WInchester model 94 30/30

          • On March 17, 2019 at 5:56 pm,
            david says:

            When making a gun selection, first elect a POTUS that will appoint an AG that will put Centeal Bankers in jail. May avoid the difficulty of selecting the appropriate assault rifle amd save your neighbors life.

          • On March 17, 2019 at 7:36 pm,
            Matthew says:

            David, I believe it is extremely naive to think that such a person would ever be allowed into the position of POTUS but your suggestion is a good one since central banking underpins the insanity of the left. [The well-meaning but completely confused Jimmy Dore, among countless others, thinks central bankers are capitalists which is not just wrong but precisely the opposite of the truth.]

            I don’t know what our neighbors have to do with anything but the mythical “assault” rifle was invented by tyrants who have no legitimate authority to dictate what anyone may or may not own and I have never voted for a single one of them.

          • On March 17, 2019 at 10:28 pm,
            Excelsior says:

            Mickey Fulp: Now is “Absolutely” the Time for Uranium

            InvestingNews – Interview conducted at PDAC on March 3, 2019.

            “The Investing News Network caught up with Mickey Fulp at this year’s PDAC convention to talk all things uranium and gold mega mergers.”


          • On March 17, 2019 at 10:30 pm,
            Excelsior says:

            Lobo Tiggre: “Uranium is Happening Now”

            InvestingNews – Interview conducted at PDAC on March 3 2019.

            “The Investing News Network went live for the first time at this year’s Prospectors & Developers Association of Canada (PDAC) convention in Toronto, speaking with Lobo Tiggre, CEO of Louis James LLC, on the first day of the show.”


          • On March 17, 2019 at 10:33 pm,
            Excelsior says:

            Nick Carter: Section 232 Decision Will Bring Clarity on Uranium Prices

            InvestingNews – Interview conducted at PDAC on March 4, 2019.

            “Nick Carter, executive vice president, uranium, at UxC shares details on the uranium market, including supply/demand dynamics and where prices may be headed in the short and long term. ”


          • On March 17, 2019 at 10:36 pm,
            Excelsior says:

            Leigh Curyer, NexGen Energy: Section 232, Uranium Demand and What’s Next

            InvestingNews – Interview conducted at PDAC on March 5, 2019.

            “INN caught up with Leigh Curyer, CEO and director of NexGen Energy, at the 2019 PDAC convention to discuss the current uranium market.”


    • On March 17, 2019 at 10:27 pm,
      Excelsior says:

      Ian Ball, Abitibi Royalties (RZZ) : Today’s Gold Market Looks Like the 1980s

      InvestingNews – Interview conducted at PDAC on March 4, 2019.

      “Ian Ball, president and CEO of Abitibi Royalties (RZZ), discusses the gold price, M&A activity and his company’s plans for 2019.”


  5. On March 16, 2019 at 8:36 pm,
    Excelsior says:

    Can the Bull Market Run for Another 10 Years?

    By Frank Holmes via Iris.xyz – March 16, 2019


      • On March 17, 2019 at 2:34 am,
        Excelsior says:

        Mining Investing for the Risk Averse: Randy Smallwood Podcast (WPM)

        by @Keecher on March 16, 2019

        “Our risk profile is so different than a traditional mining company. And Why? Because we’ve taken so many of those risks out of the equation.”


        • On March 17, 2019 at 9:24 am,
          bonzo b. says:

          Thanks, Excelsior. WPM is one of my biggest holdings.

          • On March 17, 2019 at 9:33 am,
            Excelsior says:

            Cheers. WPM is a solid streamer and royalty company, and one of the originators.

            Nolan Watson of (SAND) Sandstorm cut his teeth in Silver Wheaton aka (WPM) Wheaton Precious Metals.

            Randy does a good job at the helm, and I’m very happy that last year they renegotiated their stream with (AXU) Alexco to a sliding scale based on Silver prices, to make it more advantageous to both companies.

          • On March 17, 2019 at 10:16 pm,
            Excelsior says:

            Randy Smallwood, Wheaton Precious Metals: Silver Always Lags Gold, but Wait Until it Moves

            InvestingNews – Interview conducted at PDAC on March 4, 2019.

            “Randy Smallwood, president and CEO of Wheaton Precious Metals, sat down with INN at PDAC to discuss the gold, silver and palladium markets.”


    • On March 17, 2019 at 9:21 am,
      Excelsior says:

      Yuriy Matso @yuriymatso

      “$GC_F monthly. Once gold breaks above $1400…” #Chart


      • On March 17, 2019 at 11:09 am,
        Excelsior says:

        Ira Epstein’s Metals #Video (03/15/2019)

        Technical Analysis, Metals Report, Gold, Silver, Copper, Platinum


        • On March 17, 2019 at 11:17 am,
          Excelsior says:

          Multiple Events Shape the Global Financial Outlook

          March 15, 2019 – by Gary Wagner #TechnicalAnalysis #Charts #VIDEO


          • On March 17, 2019 at 11:20 am,
            Excelsior says:

            Gold Stocks: Boss Candlesticks In Play

            Morris Hubbartt – March 15, 2019

            Super Force #PreciousMetals #TechnicalAnalysis #Charts #Video


          • On March 17, 2019 at 11:28 am,
            Excelsior says:

            Bob Moriarty: Invest When You’re Terrified, Sell When You’re Pleased

            by Ceo Technician (Goldfinger) – March 14, 2019

            Bob Moriarty: “I have lost the most money on the greatest projects, because I thought “nobody can screw this up”, but in fact anybody can screw anything up. Rather than look at too many details you should buy resources for no other reason other than that they are cheap. If you buy when things are cheap and sell when things become expensive you will do very well over the long run. Everyone wants to make things more complicated than they need to be, whether it’s in analyzing the macro or the micro everyone makes investing more complex than it needs to be.”

            “By simply using sentiment and knowing where you are in the market cycle you can be way ahead of the game. If all you had was sentiment you would have the best indicator you could possibly have; buy when things are out of favor and sell when there are no bears left.”


          • On March 17, 2019 at 5:52 pm,
            Excelsior says:

            CEO.ca Weekly Wrap – 3/17/2019

            by @Goldfinger on March 17, 2019

            A look at some of the week’s best chats and charts on CEO.CA


          • On March 17, 2019 at 8:30 pm,
            Matthew says:

            Regarding the CDNX, while Goldfinger focuses on the 630 level, I see a breakout and the highest daily and weekly closes in four months:

          • On March 17, 2019 at 8:31 pm,
            Matthew says:

            It also closed above the upper daily Bollinger band.

          • On March 18, 2019 at 10:31 am,
            Excelsior says:

            Good observation. Thanks Matthew.

    • On March 17, 2019 at 6:40 pm,
      CFS says:

      You think that the banking system can be held together for another 10nyears by more QE!!!

      That’s true FAITH.

      • On March 17, 2019 at 7:30 pm,
        Excelsior says:

        I believe the next 10 years will be far more volatile than the last 10 years, and the central banks have painted themselves in a corner. Whether everything holds together is questionable, but it will likely need a huge overhaul and the tricks that got us through the 2008/2009 financial crisis won’t work so well this time around.

        Buckle up….. the ride is going to get bumpy….. 🙂

  6. On March 17, 2019 at 6:32 pm,
    Excelsior says:

    Car Ride Confessions of a CEO | Gwen Preston | Resource Maven newsletter

    Mar 4, 2019 – Justin Hayek


    • On March 17, 2019 at 9:56 pm,
      Excelsior says:

      Mining Sector Facing “Sixth Extinction” Says Joe Mazumdar

      “The popularity of passive funds are causing capital to flow away from actively managed funds, particularly in the mining sector,” said Joe Mazumdar, co-editor of Exploration Insights.

      “A lot of the generalist money is not going into the institutional active funds, they’re going more into the passive funds. Why? Because anonymity, liquidity, they all want that, and the active funds don’t give them that…and the fees,” Mazumdar told Kitco News on the sidelines of the Gold Stock Analyst Investor Day.