Congress can do no more than play confused, partisan politics with the central bank—and a new nominee—at a “Waterloo Moment” for the Fed, the economy and markets. by Chris Temple -- Feb. 15, 2020 _________________________________________ “A double-minded man is unstable in all his ways” * James 1:9 – KJV “Whom…
I've JUST finished up my most comprehensive look of the New Year at the overall market environment and our several key strategies/themes; you can access it FREE at the below link: While I ALWAYS warn against being either a perma-bear or a perma-bull on anything, I none the less make…
Featured
2020: Fed Chairman Jerome Powell’s “Change-up” – and his (likely) doomed mission for the year ahead
0 As I continue with several "rolling" commentaries and predictions for the New Year I want to offer you a VERY thorough look at Fed policy I discussed with the K.E. Report's Cory Fleck for their current weekend show. To listen, go to http://www.kereport.com/2020/01/04/hour-1-this-hour-is-for-the-metals-investor/ The two main points are these: --…
Happy New Year, everyone! In the coming days as 2020 gets underway, I'll be issuing a myriad of newsletters and sundry reports (AND, imminently, yet more NEW individual company recommendations.) For present purposes, I want to share for those who have not yet had access our first two podcasts of…
Sunday, December 15, 2019 -- By the time the late President Ronald Reagan appointed him for a second term as Fed Chairman, Paul Volcker (the two of them above, of course, in the Oval Office) was already well into his "second act" at the helm of the central bank. And…
As we wind down a Year 2019 that has zoomed by way too fast (part of Yours truly getting older?) thoughts turn to themes/planning for 2020. Especially with an even more toxic political mood we'll have in the U.S. than was the case in 2016, an already-considerable task of sorting…
This past week the Federal Reserve announced yet another MASSIVE increase to its "Not-Q.E." program which started the middle of September. Though it raised a few more eyebrows, markets by and large continue their sleep walking, smug in the view that they can spend their time worrying more about impeachment…
(Excerpted from the October 12 issue) On most issues concerning the man I occasionally refer to as "The Orange Wonder," matters and policies are looked at by both Trump sycophants and those with T.D.S. (Trump Derangement Syndrome) with a pre-existing bias based on their already-opinionated views of the 45th President.…
(From the first regular issue for October) Having over the last several years distinguished myself among my peers as a "first mover" of sorts where the story of Ecuador's nascent mining industry is concerned, it likewise falls to me to cut through the emotions and politics to explain as best…
Commentary -- October 4, 2019 These days the only interest the Establishment media and the Democrat Party have over China is whether or not Donald Trump will push them to "investigate" Joe Biden ("Orange Man bad!!" "Impeach 45!!") Yet while the Democrat Party renders itself ever more a clown show…
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…
(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…
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 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 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…
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…
Imagin Medical (CSE-IME; OTC-IMEXF) — Updated Company Profile — January, 2020
Though shares of this medical device research/development company remain down somewhat from my first recommendation to Members, I have recently explained to them why Imagin is not only worth sticking with, but doubling down on. My complete, updated report on the company can be accessed or downloaded below: