Excelsior’s Week In Review – Episode 3 – Will There Be A Hangover After The Fed Pivot Party?
Episode 3 focuses on the Pivot Party and potential aftermath of central bank policies from the Fed, to ECB, to BOE, to BOJ, interest rates, general US equities, currencies, oil, copper, gold, and a number of key interviews on the KER over the last week.
John Rubino – Macroeconomic Data Turbulence Helping Gold, But Not So Much The Gold Stocks
John Rubino outlines the different macroeconomic data points that continue to underpin gold strength, but not so much the gold stocks.
John Rubino – What Are The Economic Implications Of The BRICS Countries Launching A Gold-Backed Currency?
John Rubino discusses the macroeconomic implications for recently announced gold-backed currency being proposed by the BRICS countries.
Dave Erfle – Capitalizing On Precious Metals Weakness As Generalists Continue Piling Into The Magnificent Seven Tech Stocks
Dave Erfle reviews the weekly, monthly, and quarterly closes in gold, silver, GDX and GDXJ, and looks forward at potential geopolitical and macroeconomic forces that may move the markets.
Craig Hemke – Pushing Back On The Omnipotence Of The Fed’s Economic Messaging
Craig Hemke, reviews how general equities and PM have reacted to macroeconomic data points and Fed policy expectations.
Dave Erfle – Junior Mining Volatility On The Back Of Portfolio Rebalancing In The GDXJ And SILJ
Dave Erfle outlines the impact that GDXJ and SILJ portfolio rebalancing has had on many junior PM mining stocks.
Ed Moya – Are We Witnessing A Bull Trap Or A New Bull Market In US Equity Markets And The Cryptos?
Ed Moya reviews how US equity markets, bonds, the US dollar, and cryptos pushed off from the gate, after a 3 day holiday weekend.
Craig Hemke – Are You In Precious Metals For The Long Game, Or Just A Brief Fiat Flip?
Craig Hemke with a big picture look at the various motivations to be invested in the precious metals sector.
Michael Oliver – Precious Metals Will Benefit As The Largest Asset Bubble In History Continues To Pop
Michael Oliver reviews how macroeconomic and technical momentum trends will impact US equities, gold, silver, and the PM mining stocks.
Craig Hemke – Markets Are Still At The Mercy Of Economic Data Flow
Craig Hemke, recap the economic data points that have been, and will, keep moving markets.
Jordan Roy-Byrne – Markets Can Continue Higher Before The Next Larger Corrective Move
Jordan Roy-Byrne reviews why both the US general equites and the precious metals markets can continue higher before a more meaningful market correction.
Craig Hemke – Gold, Silver, And The PM Stocks Continue Ratcheting Higher Post Powell Press Conference
Craig Hemke discusses the futher pop higher on Thursday in gold, silver and the PM mining stocks, post Powell press conference on Wednesday.
Marc Chandler – A Discussion On Trends In Interest Rates, Debt Servicing, Currencies, And Key Economic News On Tap
Marc Chandler looks at the trends in interest rates and how that aligns with Fed policy expectations, debt servicing, and reactions in global currencies.
John Rubino – There Is An Economic Game Of Chicken Going On, And The Fed Is Determined Not To Blink
John Rubino reviews some of the macroeconomic trends in motion, what higher interest rates for longer mean, and discusses PM mining stocks.
Craig Hemke – Is This The Pause Before The Storm Or The Pause Before The Party?
Craig Hemke reflects on the recent Fed meeting and how that relates to the precious metals sector and general equities.
John Rubino – Is The Economy Heading Towards A Recession Or A Soft Landing?
John Rubino, reviews a whether the economy is heading into a deeper recession or more of a soft landing in 2023.
Dave Erfle – Precious Metals Kick Off 2023 With A Continued Move Higher
Dave Erfle highlights that the PMs have kicked off the new year in the green, despite the higher US Dollar.
John Rubino – Comments On Gold, House Market Issues and A Possible Major Driver For Nuclear Energy
John Rubino discusses the 4th quarter run higher in gold, issues in the US housing market and the energy sector.
Is The Powell Pop In PMs A Prelude To A 2018-2019 Scenario?
Craig Hemke reviews the recent pop in the precious metals on the back Powell’s press conference yesterday, and similarities to 2018-2019 Fed policy.
Dave Erfle – A Number Of Positive Macroeconomic And Technical Factors Stacking Up For Precious Metals
Dave Erfle, the Junior Miner Junky, reviews the volatile moves in gold stocks, and the technical levels and economic data he is watching in the near-term.