This past week in particular has seen no end of pontificating on the causes of and lessons learned (?) from the 2008 Financial Crisis. In one sense it's been a bit humorous to see the likes of a Ben Bernanke, Jack Paulson and Tim Giethner being fawned over in interviews…
As I have discussed on my recent podcasts as well as in some recent e-mails and commentaries, my view that the overall stock market is nearing a peak does not mean that there are not compelling individual stories out there for investors. Indeed, with the market's behavior of late still…
(Posted Aug. 18, 2018) -- From most of the usual suspects, there have again been "sensational" and "SHOCKING" revelations recently of (Take your pick) a coming currency re-set. . .new global currency based on the International Monetary Fund's S.D.R. basket. . .a crypto currency-like replacement of the U.S. Dollar. .…
July 21, 2018 -- As I quipped at the beginning of YESTERDAY'S PODCAST, there's never a dull moment where America's 45th president is concerned! Market watchers and pundits were downright apoplectic over President Trump's breaking of protocol in his complaints about Fed Chairman Jerome Powell's interest rate-hiking gambit. As I explained, the strength…
(From, in part, the July 16 Issue of The National Investor) -- In this week's new issue I explained the reasons why--given inflation percolating some and despite the flattening yield curve--we would likely hear from Fed Chairman Powell during his Congressional dog-and-pony show that the Fed's "normalization" program--what I have…
From the May 21, 2018 Issue -- In two very different ways, issues involving Europe threaten to upend not only markets, but the post-war global security order. These are developing stories we'll be staying on top of for Members! May 21, 2018--A New - Different European Crisis
This week -- for our own audience's purposes, and as I filled in for my friend Cory as host of some segments on the K.E. Report -- I spoke with my friend "Doc" Postma, a regular on K.E.R. What I like about Doc is that he, as I, is not…
(Posted Sat., April 28) -- Earlier this week I spent some time with another of my colleagues from the Chicagoland area, Dana Lyons. Some of you were either at or have watched the video of our discussion from the Chicago Resource Expo last October (it's further down on this home…
(Posted Sunday, April 22) -- This weekend I catch up with popular blogger and Investment Advisor Rep Mike Shedlock to discuss his own outlook (generally similar to mine) on the Fed. By and large, neither of us believe that the Fed will have quite the room it thinks to "normalize"…
From Friday, April 20, 2018--Here I share a part of my commentary from the "general" first section of the expanded new issue of The National Investor our Members will be receiving at the beginning of this coming week, along with my NEW recommendations in light of these market moves/changes I…
April 16, 2018 -- How do we navigate these Uninvestable Markets ? As we start a new week, I go into some discussions of the broad markets. Most major asset classes, quite frankly, are in limbo. As a few other pundits have characterized things of late, the stock market especially…
A few semi-hysterical folks in the media (especially those who detest the U.S. president) warn that Trump is starting a full-fledged trade war that will crater the global economy. If that doesn't do it -- say some of the usual Doom and Gloom promoters--China's retaliation by "dumping" dollars and…
From time to time I clarify my own position--and provide some common sense and history--to address a well-flogged story line (actually a MYTH today) that the gold price is "suppressed." In the below excerpt from the latest issue of The National Investor I remind folks that--a scant 20 years or…
I regularly call out the carnival barker types among the "Pied Pipers of the Gold Bug Echo Chamber" for putting out utter nonsense at times as they frantically fight over a shrinking audience of well-meaning but impressionable investors who appreciate gold's historical role. One of the dopier story lines for…
Feb. 13, 2018 -- THE pivotal market event to come of 2018; and why it matters This (Wednesday) morning's hotter-than-expected inflation news has long-term yields spiking once more; the bellwether 10-year Treasury note has moved up to the 2.9% area. BUT after an initial very negative reaction, the markets embraced…
(From our e-mail of Feb. 10, 2018) -- Before he could even find the chairman's rest room at the Eccles Building, new Fed Chairman Jerome Powell was faced with his "baptismal" market upheaval. In a fairly broad recap of the antics in the markets of the last week or so,…
(Posted Monday, Feb. 5, 2018) -- As I also pointed out in a couple of last week's podcasts discussing these and other issues similarly, the now-unfolding correction for stocks is not automatically a harbinger of doom or the end of stocks' secular move of the last several years. In today's…
Wrapping up the afternoon presentations before our dinner and subsequent panel discussion, Yours truly gave a 15-minute overview of the biggest country story in the world where mining is concerned: ECUADOR.
Below is the FULL video of our wide-ranging panel discussion from this year's Chicago Resource Expo. Apart from the individual company presentations and other meetings, this evening free-for-all is always fun and informative - I know you'll agree!
I for one find it MOST gratifying that the Hildabeast has recently been hoist on her very own "The Russians Are Coming!" petard. But that said, much of what you have heard about that Uranium One scandal involving the Clintons is an exaggeration. Still, a silver lining could be emerging;…