Exclusive KE Report Commentary – Mon 14 Oct, 2019

An Investing Strategy From Another Guest Who Is Not Buying The Recent Trade Talk

Eddie Ghabour, Co-Owner of Key Advisor Group LLC joins me to share his thoughts on the recent more optimistic trade talk as well as the Fed’s actions in the repo market. Both of these situations lack clarity which is why Eddie is still taking a conservative investing approach. We also look outside of the US to find value for investors.

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Comments:
  1. On October 14, 2019 at 10:41 am,
    markedtofuture says:

    PART 1: CNN Insider Blows Whistle on Network President Jeff Zucker’s Personal Vendetta Against POTUS

    https://www.youtube.com/watch?v=m7XZmugtLv4

  2. On October 14, 2019 at 11:37 am,
    CFS says:

    Just like with the EU and Brexit, neither the EU or China want a fair trade deal.

    Both China and the EU WANT ONE-SIDED UNFAIR DEALS.
    China will NEVER agree to intellectual Property Rights enforcement.
    They want to be able to steal from the US.

    The EU is scared of competition, because half of the countries of the EU are hopelessly inefficient.

  3. On October 14, 2019 at 11:46 am,
    CFS says:

    The US stock market is over-valued by any historical measures, so it may not be possible to keep it going up forever. However, it would not be improbable to have a blow-off top as part of a topping process…..it has happened before.
    Modern Monetary Theory is destroying most of the world economy.
    No one has ever survived very long by eating their seed corn; likewise it is not possible to thrive indefinitely on debt.

  4. On October 14, 2019 at 11:54 am,
    CFS says:

    for EDUCATIONAL PURPOSES:

    https://www.youtube.com/watch?v=gwLwnhhlbF0

    Kashkari discusses TARP and banking problems.

  5. On October 14, 2019 at 12:00 pm,
    bonzo b. says:

    Wonder what Eddie’s mom Zsa Zsa thinks about gold and cash?

  6. On October 14, 2019 at 2:33 pm,
    CFS says:

    FIONA HILL BLOWS, according to Webb.

    https://www.youtube.com/watch?v=OIFBWNe6LaU

    Fiona Hill (born October 1965) is a British-born American foreign affairs specialist and national security official specializing in the former Soviet Union and Russian and European affairs. In April 2017, she was appointed by President Donald Trump as Special Assistant to the President and Senior Director for European and Russian Affairs on his National Security Council staff. Hill decided to step down from the position in August 2019. During her tenure, the United States’ policy towards Russia was said to be “tougher than that of the Obama administration.” In October 2019, Hill agreed to testify in Congress as part of the impeachment inquiry against Donald Trump; her testimony is scheduled for October 14.

    Hill was born in Bishop Auckland in northern England to a coal miner and a nurse. She studied at the University of St Andrews in Scotland and Harvard University, where she gained her master’s degree in Russian and modern history in 1991 and her PhD in history in 1998 under Richard Pipes, Akira Iriye, and Roman Szporluk. While at Harvard she was a Frank Knox Fellow, and met her future husband at the Cabot House. She worked in the research department at the John F. Kennedy School of Government from 1991 to 1999 and at the National Intelligence Council as national intelligence officer for Russia and Eurasia from 2006 to 2009. She is currently on leave of absence from the Brookings Institution, where she is director for the Center on the United States and Europe, while serving on the staff of the U.S. National Security Council. Hill is a member of the Council on Foreign Relations and the board of trustees of the Eurasia Foundation.

    ENGLISH-BORN, EXTREME SOCIALIST and CFR again !

    • On October 14, 2019 at 3:01 pm,
      OOTB Jerry says:

      You must be liking George W… now…..Do you now find him credible ?….

      • On October 14, 2019 at 3:03 pm,
        OOTB Jerry says:

        I told you he had a lot of great info……….
        Owl, said he was going to try and get him on…..a few weeks ago….

      • On October 14, 2019 at 3:07 pm,
        CFS says:

        i wish he would provide more back-up evidence.

        But, at least, he provides stuff for me to dig into further.
        I can get more background info, once I have a name to research.

        • On October 14, 2019 at 3:16 pm,
          OOTB Jerry says:

          I think a lot of info…..is backed up in earlier sessions…..
          He is going through the A , B, C, D….(each letter , will represent characters)
          The two hour sessions with McDuff….are filling in the gaps.
          The conversations are hitting on all points, considering George has been doing this for 3 yrs.
          there is a lot of info. from behind the scenes not mentioned anywhere that I have seen.
          He has a lot of help, from others that frequent the site daily.

          • On October 14, 2019 at 3:19 pm,
            OOTB Jerry says:

            He certainly pegged Pelosi, and Paul Pelosi…., I do not know anyone else mentioning that one…..

  7. On October 14, 2019 at 2:51 pm,
    CFS says:

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

    HOW CAN A WHOLE HOUSE VOTE ON the consequence of testimony TAKEN IN SECRET, and for which they only have leaked and biased information available ?

    Seems to me there’s a whole lot of Seditious activity going on.

    Pelosi and Schiff should be indicted by Barr……SOON.

  8. On October 14, 2019 at 3:02 pm,
    CFS says:

    Recent statement from the National Bank of Holland (In translation from google.)

    DNB owns more than 600 tons of gold. A gold bar always holds its value. Crisis or not. That gives a safe feeling. The gold ownership of a central bank is therefore a beacon of trust.

    De Nederlandsche Bank has more than 600 tons of gold.

    DNB has more than 600 tons of gold. Part of that gold is with DNB in ​​Amsterdam. But most gold is in other countries: the US, Canada and the UK.

    There are 15,000 gold bars in DNB’s gold vault. With a value of more than EUR 6 billion. This gold represents one third (31%) of DNB’s total gold reserves. In addition, a third (31%) of the gold stock is in New York. This gold is stored in the Federal Reserve Bank vaults on the granite rocks of Manhattan. Previously there was more gold here. But in 2014, DNB brought back some of the gold in Amsterdam.

    Furthermore, 38% of Dutch gold is in Ottowa and London. Securely stored in the vaults of the Canadian central bank and the English central bank.

    There are 15,000 gold bars in DNB’s gold vault.
    Gold: trust anchor
    Shares, bonds and other securities: there is a risk to everything. If things go wrong, prices may fall. But, crisis or not, a gold bar always holds value. Central banks such as DNB have traditionally had a lot of gold in their house. Gold is the ultimate apple for the thirsty: the trust anchor for the financial system. If the entire system collapses, the gold stock provides collateral to start over. Gold gives confidence in the power of the central bank’s balance sheet. That gives a safe feeling.

    Read more about the management of the gold and foreign exchange reserves of DNB.
    From Amsterdam to Zeist
    DNB will relocate its gold vault from Amsterdam to Zeist. The DNB Cash Center is being built here.

  9. On October 14, 2019 at 3:31 pm,
    CFS says:

    The DIRTY LITTLE SECRET about Fed Repos is that every international “bank” doing business in the US, regardless of solvency, can suck at the the Fed’s public tit.

    Here is a partial list of “acceptable collateral” for repos.

    “Assets accepted as collateral are assigned a lendable value (market or an internally-modelled fair market value estimate multiplied by a margin) deemed appropriate by the Reserve Bank. The financial condition of an institution may be considered when assigning values.

    The following assets are most commonly pledged to secure Discount Window advances:

    Commercial, industrial, or agricultural loans
    Consumer loans
    Residential and commercial real estate loans
    Corporate bonds and money market instruments
    Obligations of U.S. government agencies and government-sponsored enterprises
    Asset-backed securities
    Collateralized mortgage obligations
    U.S. Treasury obligations
    State or political subdivision obligations
    ……”

    The Fed is NOT requiring mark-to-market valuations, and is very lax in supervision.

    It was Collateralized mortgage Obligations that blew up in 2008……This time it is much worse.

  10. On October 14, 2019 at 4:06 pm,
    CFS says:
  11. On October 14, 2019 at 8:48 pm,
    markedtofuture says:

    News Articles on the Fed’s Secret Trillions in Loans to Wall Street During the Last Crisis Have Been Purged from Bloomberg News

    https://wallstreetonparade.com/2019/10/news-articles-on-the-feds-secret-trillions-in-loans-to-wall-street-during-the-last-crisis-have-been-purged-from-bloomberg-news/