This commentary from Wednesday, August 21, questions the hopeful narrative that has led to the recent counter-trend bounce for the stock market. Forewarned is forearmed!
(Cover story of the Aug. 12, 2019 Issue) As I describe further along in the issue going out to Members this coming week, the time has clearly come due to the events of just the last 10 days or so to go to a considerably more defensive portfolio posture. Part…
(Compilation -- posted Monday afternoon, August 5, 2019) In one sense, this new correction for stocks since new highs were reached a mere two weeks ago is not that remarkable yet. Through Monday afternoon, the S&P 500 was down but 6% from those highs. Bulls and other "buy the dippers"…
(From the July 29, 2019 issue) Markets seem both oblivious to and unprepared for a MAJOR change that's looming in the world: the end of "Globalization" as we have known it for three-quarters of a century. As I write in the cover story of this new issue, though Donald Trump…
Commentary of July 2, 2019 During Monday's trading day, stocks surged to a new record on the S&P 500 on what to Yours truly seems like an overly optimistic assessment of that Trump-Xi get-together at the G-20. Since Monday's open, however, stocks have curbed their enthusiasm a bit...yields continue to…
As one part of its initial response to the latest tariffs imposed/threatened by President Trump, China has itself threatened it could retaliate by "dumping" its stash of U.S. Treasury debt (it owns about 5% of the total debt outstanding.) This, of course, gives rise to a new wave of warnings…
(From the April 15, 2019 Issue) -- I put "Debate" in quotes above since what you are hearing on this suddenly-HOT issue is, for the most part, just another scripted and canned one delivered to us by the Establishment and its two kept political parties. As I explain, there could…
(Posted Feb. 6, 2019) -- With all the attention on the president's State of the Union address last night and myriad other matters, you can be forgiven for forgetting that yesterday marked the one-year anniversary at his present post of Fed Chairman Jerome Powell. Here's a look back at an…
Posted February 1, 2019 -- In the attachment below, I explain the beginning(?) of a hostile attempt yesterday on the part of SolGold, plc to make an offer to buy out shareholders of Cornerstone Capital Resources. As most of you already know, the ongoing exploration at the Cascabel Project in…
(Posted January 31, 2019) -- I explained following the market close yesterday (Wednesday) why the surprising move in even more of a dovish direction than anyone expected is not ALL good news. Download the file below. (NOTE: Simultaneously, I am issuing several added portfolio changes to our members.)
(Posted Friday evening - Jan. 4, 2019) The stock market surged today to its highest level yet in the (take your pick) Counter-trend rally 2. SUCKER's rally or 3. Beginning of a new leg up for the market. And just for laughs, the rally at day's end stopped DEAD ON…
(Posted Jan. 3, 2019) -- Even before the breaking BOMBSHELL news from Apple, my cover story for the year's very first issue for Members had to do with China. With the Federal Reserve having started the process of walking back its hawkish stance of 2018, this puts China in the…
(Thursday morning, Dec. 20, 2018) -- As I said on YESTERDAY'S MARKET CLOSE wrapping up a Fed statement (and Jay Powell presser) that clearly did NOT put the markets in a Christmas spirit, it's not as if the Fed chair didn't deliver what he thought was a fairly "dovish" rate hike. Indeed, Powell went to some…
(Mailed Dec. 12, 2018) -- Now that I am settling back in at home after an overwhelming latest trip to Ecuador (stay tuned for MUCH more on that!) I'll be catching up on a lot over the balance of a rapidly-shrinking 2018. First and foremost, we need to get…
Yesterday (Thursday the 15th) I sent out some thoughts to our broader audience on the most important development in the markets of the recent past: Jerome Powell just blinked. While -- as I point out both in my written comments and on yesterday's podcast -- we can't quite yet get…
I'm privileged in this discussion here to visit with Ambassador Thomas Graham, Jr. who, over the better part of four decades beginning during the Nixon Administration, was a Senior U.S. diplomat involved in every single agreement concerning nuclear non-proliferation and disarmament issues. In great part due to this career he…
In this podcast from today on the KE Report, Chris discusses the added market volatility (this week, chiefly to the upside) as stocks have surged back following the most recent sharp correction. As the week ended, markets were buffeted, though, by a tag team of the two biggest issues on…
This past Wednesday night I caught up with my good friend Dr. Lee Warren, Founder and C.E.O. of P.L.I.M., Inc. (Power Latent in Man), a a 501c(3) nonprofit, metaphysical, philosophical, biblical, research, and educational organization you can learn more about RIGHT HERE. Dr. Warren's outreach--which started chiefly with the minority communities…
In this conversation, I visit with investment adviser Dana Lyons. He will also be back on our panel on Friday evening, Nov. 9, 2018 at our Chicagoland conference at the Schaumburg Marriott! The 2-day gathering kicks off at Noon Friday; you can still register for FREE RIGHT HERE! In the…
In this post I visit with Josh Gilmore, Vice President of SDIRA Wealth (get more info on their unique way of using retirement funds to invest in residential real estate RIGHT HERE) Josh will be one of the speakers at the imminent Chicago Resource Expo to be held Nov. 9…