Weekend Show – Peter Boockvar & Marc Chandler – Is the U.S. Losing Its Edge? Why Global Markets Are Repricing U.S. Risk
This weekend we step back from the day-to-day market noise to look at the bigger picture shaping global markets and investment trends. From shifting supply chains to capital flight and tariff uncertainty, our guests break down the forces investors need to watch.
With economic risks rising and U.S. leadership being challenged, we explore where money is moving, what that means for commodities, and why diversification beyond U.S. equities is becoming more important than ever.
- Segment 1 & 2 – Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and editor of The Boock Report on Substack, shares his broad macro outlook on U.S. markets, global supply chains, and shifting investment flows. He warns of growing economic risks driven by tariff uncertainty, weakening tech leadership, and fading foreign investment in U.S. assets, while highlighting gold’s rising safe haven status and broader opportunities emerging in undervalued commodities.
- Segment 3 & 4 – Mark Chandler, Managing Partner at Bannockburn Global Forex and editor of the Mark to Market site, shares a macro outlook on deglobalization, capital flows, and the shifting role of the U.S. in the global economy. He outlines how reshoring and tariff policies are reshaping supply chains with limited job growth, warns of growing U.S. economic isolation, and explains why he remains bearish on the U.S. dollar despite near-term strength, while urging investors to diversify beyond U.S. equities.
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https://www.tradingview.com/x/YhvBDO7R/
NatGas : H&S Effect : Topping Now?
Chapman Wave (F) Level.
https://www.tradingview.com/x/GDSmYHVe/
DOLLAR : Gap & Gartley Resistance.
DT, looking at Platreef/Flatreef of Ivanhoe. That is so huge. low cost and long life, it could put many marginal little uncompetetive producers like IPT. GSVR, etc out of business.
Terry, you don’t understand mining if you think any miner can put IPT out of business so I’ll assume you’re joking. However it does seem that you need to figure out how leverage works in this space. It’s the reason IPT beat the vast majority of miners after the sector bottomed last year. It went up 171% in 30 days while CDE took 3 times as long to do so and most peers (like DVS for example) never did so at all – and it’s been 14 months. Then there’s Ivanhoe. It bottomed in November ’23 and went up 115% in the 138 days that followed. Then it fell for 221 days and even took out its November ’23 low. IPT’s chart looks better and it never took out last years low.
SILJ bottomed when IPT did and took 164 days to rise 94%. So it rose 55% as much as IPT and took 5 and a half times as long to do so. However, it also corrected just 31% compared to IPT’s 59%. Gee, it’s almost like SILJ has less leverage on the way up AND on the way down. Who could’ve guessed?
Perhaps you can now see why the word “optionality” gets thrown around so much by those who talk about junior miners. Stocks that don’t move quickly and considerably can’t be considered option-like.
I don’t dispute any of what you are saying, which is all in the past. Just asking a question about the future, with IVN bringing this massive discovery into production.
Hi Terry, it’s hard to comprehend such a large deposit that is so long life. I can see Ivanhoe developing their own power source with a modular nuclear reactor. Robert Friedland is the Paul Bunyan in the mining World. He makes the impossible possible. I remember when Ivanhoe was starting out it was selling for around a dollar, now look at the price. It’s the investing side that has me interested as well as what Ex mentioned Silver Wheaton having royalty rights.
There are a lot of “Buy and Hold” speculators that get burnt in the resource market because most of them buy totally risky junior mining exploration assets that burn, pop, and fizzle, leaving the hapless sheeple wiped out. Instead of getting risk it would be much better for these investors which are almost the entire market to buy Ivanhoe, Silver Wheaton, and/or Newmont, and just take the safe return and dividend. But you know most small investors would rather hold 20,000 shares of a 70-cent stock than 1000 shares of a $14 stock that will grow over time, so it is music to all but a few. The few that keep their money will sit back and watch it grow with very little risk. That is why the platreef/flatreef interests me. DT
Based on the monthly and quarterly charts there’s probably plenty of time to buy it on weakness but the weekly chart suggests that the bias will be to the upside from here.
(I won’t be a buyer.)
https://schrts.co/aduvGkNm
https://www.tradingview.com/x/ygcWKZ0e/
GOLD : Bullish Gartley : Expander?
https://www.tradingview.com/x/SuTfthEf/
SILVER : Tough 61.8% Resistance.
https://www.tradingview.com/x/eWlK6CEp/
GDX : 53.25 Near Long Term ABCD
(Also Gartley Resistance).
MSFT:GOLD recently had its first weekly death cross in 24 years.
https://schrts.co/YsIIeGPG
It’s been 5 weeks since SPX:Gold’s oversold low but the bounce has been unimpressive.
https://schrts.co/vVmcnbNH
It’s been decades since the gold stocks looked this appealing compared to the Nasdaq.
https://schrts.co/BWvbQSvA
The XAU looks like it wants to shoot higher without further consolidation.
https://schrts.co/erQKevJZ
…………………………………………………………………………. END THE FED ………………………………………………………………………………..
https://youtu.be/rLmrjaC8WYQ