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Hour 1 – Here’s Why A Defensive Portfolio Is The Best Portfolio Right Now

Cory
December 8, 2018

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Another volatile week for the markets. Initially it sounded like there was a little progress made in the trade war/tariff talks between China and the US but that quickly dissipated. Tensions are still high but more importantly the markets and treasuries are telling us a significant top might be in place. We focus this week again on the choppy US markets and other factors that are telling investors to get more defensive.

Please keep in touch by emailing me at Fleck@kereport.com. I love hearing from everyone and do my best to answer all the questions that come in.

Have a great weekend everyone!

  • Segment 1 & 2: Jesse Felder joins me for two segments in discussing stagflation, a further move down in US equities, and the gold:S&P500 ratio.
  • Segment 3: Mike Larson, Editor of The Safe money Report shares why he thinks all investors should be allocating some of their portfolio into safe assets.
  • Segment 4: Dana Lyons, Fund Manager projects the US markets over the medium term and shares some defined levels we should all be watching.

Exclusive Company Interviews This Week

 


Segment 1 and 2

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Segment 3

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Segment 4

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Discussion
19 Comments
    Dec 08, 2018 08:25 AM

    As always fella’s
    Thanks, much appreciated.
    Cheers.

    Dec 08, 2018 08:50 AM

    Once again Cory, you have provided a worthwhile listen for all of us who are looking for an edge in the investment arena. Excellent guests and excellent ideas from all three. Thanks. If it wasn’t for your efforts, there wouldn’t be much reason to click on this page.
    Found this U-tube presentation on Louisiana interesting…….Kind of destroys the old mantra that low taxes help the area that provides them: https://www.youtube.com/watch?v=RWTic9btP38

      Dec 08, 2018 08:29 PM

      +1 Agreed (excellent guests, excellent ideas, and Cory’s effort appreciated by many).

    Dec 08, 2018 08:41 AM

    GDXJ closed precisely at the 89 day MA while GDX has been above it since Monday. This discrepancy is not bearish as the seniors always lead the major turns.
    http://schrts.co/YJMYDP

      Dec 08, 2018 08:53 AM

      GDX led GDXJ in 2016 as well. It finished the third week following the bear market low at +37% while GDXJ finished it at +29%
      http://schrts.co/8vYsez

    Dec 08, 2018 08:05 PM

    GDX just logged its highest daily close in four months…
    http://schrts.co/pKaB5Q

    Dec 08, 2018 08:35 PM

    A good week for IPT…
    http://schrts.co/KqXeFk

    Dec 08, 2018 08:31 PM

    Ira Epstein’s Metals #Video (12/7/2018)

    Technical Analysis, Gold, Silver, Copper, Platinum

    https://www.youtube.com/watch?v=EI8qonQ4iDQ

    Dec 09, 2018 09:56 AM

    Thanks for the show Cory.

    Dec 09, 2018 09:24 AM

    Silver will start to outperform gold much more consistently very soon…
    http://schrts.co/EsN6ei

      Dec 09, 2018 09:42 AM

      First weekly close above the 20 week MA in 5 months (and stopped by a speed line):
      http://schrts.co/9j96ep

        Dec 09, 2018 09:12 PM

        Matthew,
        Keep up your writings – much appreciated
        15 posts over a weekend (so far) compared to 100 for politics segment of the show
        Nice to see!!

        cheers
        chris

    CFS
    Dec 09, 2018 09:10 PM