Joel Elconin – Markets Continue To Fall: A Trade War Is War
Joel Elconin, Co-Host of the PreMarket Prep Show joins us to discuss the markets continued fall, and if this could develop into a major…
Dana Lyons – Moderately Defensive Broad US Market Outlook, Continued Rotation Into Value Sectors, And Capital Flows Into European Markets
Dana Lyons shares why they are continuing to take a moderately defensive posture in the broader US general equities in the near-term, having gone short some sectors back in December, and pointing out the rotation of some funds from growth stocks into value stocks in this latest corrective move in the weighted indexes. We also get into some of the capital flows into Europe and other overseas markets like China.
Weekend Show – Dana Lyons & Mike Larson – Investing Strategies For Q4; Markets, Precious Metals, Copper, Cryptos, Emerging Markets
Welcome to The KE Report Weekend Show! On this weekend’s show we feature two of our favorite generalist guests to provide trading strategies for…
Nick Hodge – The Fed Rate Cuts Begin, A Shift To Value Sectors In US Equities, The Case For Commodities Like Copper And Uranium, And A Site Visit To Hannan Metals
Nick Hodge with his outlook on the beginning of the Fed rate cutting cycle, as shift from growth to value sectors within US equities, and the case for higher commodities prices in copper and uranium to fuel policy initiatives. We also discuss his recent site visit to Hannan Metals property in Peru.
Sean Brodrick – A Rotation Trade Within US Equities, Opportunities In Value Stocks, Gold, Re-Industrialization Stocks, And Uranium Stocks
Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to review the rotation trade within US Equities, but also into beat up value sector stocks, gold, uranium stocks, and the re-industrialization of America stocks.
Weekend Show – Mike Larson and Dana Lyons – The Generalist Take On All-Time Highs In Gold, Bitcoin & Markets
Welcome to The KE Report Weekend Show. There are a lot of positives to discuss for the markets so we are featuring 2…
Craig Hemke – Parsing The COT Data, Gold Majors Earnings, Value Vs Growth, Sector Sentiment, And Macroeconomic Movers
Craig Hemke with a wide-ranging discussion on the silver COT Reports, earnings from gold major producers, value versus growth, sector sentiment vs margins on valuations and the macroeconomic movers he has his eyes on moving forward.
Dana Lyons – Trading Strategies For US Markets, Gold, GDX and Oil
Dana Lyons, Fund Manager and Editor of the Lyons Share Pro website joins us to share his current positions and trading strategies for US markets,…
Ed Moya – Investors Acceptance Of Higher For Longer Interest Rates Is Taking A Toll On Most Markets
Ed Moya outlines how the surging interest rates and King Dollar are continuing to pressure most market sectors
Ed Moya – Did We Hit Peak Positive US Economic Data And How Will This Effect The Peak Fed Funds Rate?
Ed Moya recaps the potential we’ve seen peak positive economic data, and how that may affect the outlook on economic growth, Fed policy, US general equities, bonds, and commodities.
Jayant Bhandari – The Contrarian Investment Thesis In Coal Companies With Attractive Valuations
Jayant Bhandari focuses on the macro picture in thermal coal and metallurgical coal, as well as a few companies he feels offer a compelling value proposition.
Erik Wetterling – Value Investing Versus Guessing At Reactions To Macro Noise
Erik Wetterling, The Hedgeless Horseman, discusses value investing versus guessing reactions to macroeconomic noise.
Joel Elconin – Thoughts On The Energy Sector, Inflation, Deflation, And A Rotation Back Into Growth
Joel Elconin discusses the energy sector, inflation, deflation, and a potential rotation starting back into growth stocks.