Hour 1 – Looking past the election for sustainable trends – Featuring Rick Bensignor, Peter Boockvar, and Aztec Minerals
US Markets, Yields, and metals – Plus a offer to get a look at a Premium posting focused on the VIX
Inflation / Deflation / Stagflation – What environment are we in for?
If we all accept that a government fiscal package will come let’s look at what happens after
Market Wrap – What happened to all the fear in markets from the last couple weeks?
Lots to touch on this week – Strong bond auctions, a weak PPI number, upcoming Earnings Season, and precious metals moves
Hour 1 – Markets and Metals – The Fed Put, Gold Stocks to Watch In The Golden Triangle, and Great Bear Resources
US Markets continue to ignore the protests but look to the US Dollar which is breaking lower
Oil continues to climb and the UK negative yielding 3 year notes
The ECB might have it’s QE powers limited thanks to a German court ruling
Even with yields falling real interest rates might still be positive
Hour 1 – Looking at the big picture for investors in equities and resources
Are we entering a new bear market for US equities?
The day after the surprise rate cut here’s a renewed look at the overall system
More thoughts on the Fed cut and more importantly the market moves
Inside the head of the Fed for the 50 bps cut
Big rebound across the board today but it’s not an all clear to put your money back to work
The market follow through with a morning selloff – Plus a divergence in the safe havens
Hour 1 – Featuring Rick Bensignor and Jesse Felder
The Dollar Is All About A Divergence In US vs European Data, Plus Comments on Safe Havens