Weekend Show – Jesse Felder and Marc Chandler – So Much Marco Commentary But What Actually Matters For Investors?
Welcome to the KE Report Weekend Show! This week the focus was on US inflation data however the muted market response had us thinking, what is actually driving markets. We feature two of our generalist guests to discuss what they are seeing in recent US data and key market trends.
- Segment 1 and 2 – Jesse Felder, Editor of the Felder Report kicks off the show outlining his reasons that inflation will remain high, why markets have a major correction on the horizon and why gold and oil stocks will finally have their time to outperform.
- Segment 3 and 4 – Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of the Marc the Market website, recaps the inflation data from this week, shares what macro factors will drive markets through this year, and his outlook on the US Dollar and yields.
Hi IT, you need some clarification, I agree. DT
Ditto……….
Hi everyone.
I have been reaching out to Al but I haven’t been able to reach him since back in December. After Jimmy left he was having a lot of trouble finding guests each week. However for the last about 4 weeks I have not been able to get a hold of him at all. I wish I had more information to share but currently I am in the dark. I will keep calling Al every week hoping I can get a hold of him and when I do I will update you all right away.
Hi Cory … Thank You for the reply…. It could be that we are living tru an epesode of the TWILIGHT ZONE.
In The twilight Zone they always resolve the main issue by the end of the program, in the real-life situations that are playing out nowadays I don’t think we will ever get out of “The Twilight Zone.” I have been watching four shows a week and I am still captivated and amazed. DT
Thanks Cory for the follow up……… appreciate……
The only soft landing is going to be Wall Street Banking/Corporate “management” that have already received their wealth transfer. They will walk away when Rome Burns.
I hope the crash hits before they implement CBDC’S, they need to go back to hard currency backed by gold. With CBDC’s they will own everything and will be accountable to no one. DT
Things have now come to pass that they create a new war so that the public won’t think about the last war they created which they are still fighting and can’t possibly win. DT
Hi there KER crew and hope everyone is having a great weekend (and long weekend in the US).
Here is my special report on Uranium stocks that went out to my Substack subscribers this morning. If you are not yet a subscriber, it is free to sign up and then you’ll get emails of the articles right when they post.
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We’ve Already Seen 10-Baggers And 20-Baggers In Uranium Stocks – Is There More Juice To Squeeze?
Excelsior Prosperity – Shad Marquitz – 01/13/2024
https://excelsiorprosperity.substack.com/p/weve-already-seen-10-baggers-and
>> Stocks/ETFs mentioned and charted in the above article:
$URNM – Sprott Funds Uranium Mining ETF
$URNJ – Sprott Junior Urananium Miners ETF
$UUUU/$EFR – Energy Fuels
$URG/$URE – Ur-Energy
$NXE – NexGen Energy
$DNN/$DML – Denison Mines
$UEC – Uranium Energy Corp
$EU – enCore Energy
$UROY – Uranium Royalty Corp
http://tinyurl.com/4d8feyu3
NatGas Week: Pop & Drop
CFD vs. NG1 Futures
A life lesson, when Charles Ponzi was running his scheme in Boston the editor of The Boston Globe decided to publish an article on Ponzi’s business. By showing his readers how Ponzi was living and how he was claiming to double investors’ money in ninety days when the banks were only paying 5%, he believed that his subscribers would see for themselves how foolish it was to think that you could just hand your money over to someone who made such outlandish claims. Instead, most people who read the article actually believed Ponzi could perform such a feat and his business grew exponentially the next day. The human desire to get rich quick will always be part of the human condition. LOL! DT
Anybody remember that gold fund manager used to be at Sprott..John Eckland, Ireland, something like that. Where is that guy now?
Same old as with last year and before. gold holding in and within a spits throw of all time highs and sector equities floundering largely at their lows or below.
Unlike the past next to zero bravado and posts from site gold bugs
Been saying for many months best to hold a minimal allocation with sector equities, until there’s some indication that sector equities at least keep pace with gold performance.
It’s nice of you to show up to mark the low within days. I’m more confident now than I’ve been since the 2020 lows and it’s nothing but a good thing that so few agree.
Surely even you can tell the difference between the recent move and the February-March move.
https://stockcharts.com/h-sc/ui?s=SILJ%3ASLV&p=D&yr=1&mn=7&dy=0&id=p34383682903&a=1574835516
Gold in Resolution – One way or another, 2024 is setting up to be a historic year for gold.
Doomberg – January 13, 2024
“February 24, 2024, is likely to be quite a momentous day. Aside from marking the second anniversary of the current military conflict between Russia and Ukraine, all indications suggest the Group of Seven (G7) countries—a cohort that formally includes Canada, France, Germany, Italy, Japan, the UK, and the US, but has morphed into the de facto decision-making body of the collective West—will use the symbolism of this tragic milestone as covering fire to complete the seizure of some $300 billion worth of Russian reserve assets.”
“Should the G7 move forward, it will certainly be observed by the rest of the world. The resulting interpretations could add fuel to a series of recent shifts that have brought renewed focus to gold’s place in the financial system. Over the coming months, changes in geopolitics and market structure may finally resolve longstanding laments of goldbugs the world over.”
“With the price of everyone’s favorite precious metal recently setting a new all-time high (as measured in US dollars, at least), is 2024 going to be gold’s year?”
Goldilocks’ Great Expectations
Jesse Felder – The Felder Report – January 13, 2024
https://mailchi.mp/thefelderreport/goldilocks-great-expectations
Matthew, I’m delighted that we find lows coming within days for precious metal share prices. Every day provides opportunity to buy more for less, unless you’re a bagholder loaded up with all your previous calls.
We all know that you’re not a buyer. You’re always looking lower when each low shows up.
All you have to watch is the US dollar and to a lesser extent the 10yr treasury yield.
No interest in adding to what I have with gold shares until this january pop up in $ plays out. And treasury yields also head lower below 4.
Although $ a coincidental indicator, nevertheless of benefit. Thus far $ up gold marginally down and shares much worse. No rush to buy anything until $ hits some kind of sinkhole.
The real buy in gold and shares will be if they largely ignore the $ movement and find a pathway of their own.
Absolutely no sign of that now.
You didn’t call the correction low of 2022 nor the lesser but still important low of 2023 so the near future will be interesting.
Also Matthew, certainly not a buyer on drill results. With self serving babble from sponsors on this site. Those will only matter if and when gold and shares are in full swing.
Or with conspiracy theories of the demise of US$ and western civilization
I’ve never bought drill holes in my life but that doesn’t mean it’s always wrong to.
Is it really a theory to say that Western civilization is falling? Perhaps you never knew what it was in the first place. And the dollar? Well it’s only down 99% since the central bank took control of the system. No problem right?
well Matthew another day and more of the same. gold holds, sector equities which you keep buying in the dumpster, general markets spx, ndx at new highs (which were called to have topped with surgical precision with any number of technical comparisons over and over again)
At this rate you will need the mother of all rallies for gold to get out of the deep hole you’re in with
buying lower lows.
Re the political section…..
irishtony
8 hours ago
Hello Cory … For weeks You have been saying that You will reach out to AL . Have You ? What has he said ? Has he quit the show ? or does he plan to come back at some stage . I find it very disrespectfull of AL & Jimmy to just go POOF , without giving the people on the blog some kind of reason for why they stoped doing the show.