Hour 1 – Gold and the USD plus an update from Auryn Resources on the Eastmain acquisition
There are a couple key reasons that safe haven assets continue to move higher
Recapping last week, gold breaking to $2,000 and the US Dollar continuing to breakdown
The short vs long term outlook for gold and silver stocks
What matters for the markets? Liquidity or The Economy…
Hour 1 – Markets and Metals – The Fed Put, Gold Stocks to Watch In The Golden Triangle, and Great Bear Resources
A great rundown of big picture market moves, Fed and government spending, COVID news driving markets, and next weeks key data
US Markets continue to ignore the protests but look to the US Dollar which is breaking lower
Liquidity is helping investors ignore all the global tension and weak economic data
Hour 1 – All you need to know about ZIRP around the world
NIRP in the US? Just How Crazy Of An Idea Is It?
The idiocy of NIRP
The markets are disconnected from the economy, but this nothing new
Look ahead to next week – 3 Major Central Bank meetings and Q1 GDP
Oil price in the dumps, will central banks/governments step up to save the companies?
Bank earnings and oil are telling a very different story than the rise in US markets
Even with yields falling real interest rates might still be positive
A sense of calm for the markets, a new Fed repo facility, and Russia slowing their gold buying
Hour 1 – Wide Ranging Opinions On What The Economy and Daily Life Will Look Like After COVID-19
What will it look like this time when governments and central banks paper over everything?