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Gary and Chris on the weakness in many markets

September 28, 2015

Gary and Chris are here for the market close. On a day when we saw the conventional markets down around 2% to 3% and gold also dropping it’s no wonder we are starting to turn even more negative.

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Discussion
42 Comments
    Sep 28, 2015 28:48 PM

    MARKET WRAP………..Sounds like being in the butcher shop……….

      Sep 28, 2015 28:49 PM

      Could be the slaughterhouse instead.

    Sep 28, 2015 28:01 PM

    BEAR MARKET DOW……..18,300 TO 16001…….Isn’t a bear MKT 10%….. the CLAW……..

    Sep 28, 2015 28:30 PM

    Germany on the cusp of leaving NATO – For which a muted hallelujah! Germany owes Washington nothing except a veil of tears – Deutsche bank with its derivatives monster; EPA emissions’ policy whose impossible demands could help smash Germany’s car industry; sanctions against Russia which have hurt the German economy far more severely than Russia’s; intercontinental US missiles placed on its soil to target Russia, thereby making it a first strike target from Russia.
    So please God if Germany DOES leave NATO then NATO unravels.

    http://www.lankaweb.com/news/items/2015/09/28/china-joining-russia-in-syria-while-germany-prepares-to-leave-nato-in-advance-of-world-war-iii/

      Sep 28, 2015 28:34 PM

      Germany might not get their gold back…………, but that is better than getting bombed..

      bb
      Sep 28, 2015 28:45 PM

      I thought that was funny Andrew, Putin decides to deal with isis himself (with others of course) and Washingtons response is to put nukes in Germany.
      PCR is right, they is just plain insane.

      But, Obama did announce today the U.S. will work with Putin and co.
      The master outplays the “b” team yet again. lol

        bb
        Sep 28, 2015 28:46 PM

        oops, Obama said yesterday.

    Sep 28, 2015 28:32 PM

    thanks Rev-
    great combo of gary & chris…very good..

      Sep 28, 2015 28:58 PM

      Agree, I especially liked all the points Chris brought up towards the end. Great show.

    Sep 28, 2015 28:51 PM

    Frank from Moscow

    It isn’t a bear market yet

    Typically a bear market is 20% but also some duration involved.

    Of course it all depends on who you ask

    Silver is down 70% after 4 years
    If you ask Matthew though that’s a cyclical bear market

    Absolute nuts

      bb
      Sep 28, 2015 28:50 PM

      It is a bear James, dont know his name tho, but it will end and move back to bull,
      the guess is when that happens. Personally I think the beginning of the end starts at about $1000. I know nutin tho. Obviously guessing.

      Sep 28, 2015 28:51 PM

      That’s what I have been saying too, James. The HUI is almost back at 2001 prices and yet the gold bugs keep insisting this is still a cyclical downturn! Never really heard anyone else here say the same thing until now though. The bull in precious metals died and some of them were never able to accept that.

      Sure is quiet here when gold falls though. Last Thursday when gold went up there were almost 400 posts…..today, a little over a hundred and a lot of the regulars don’t have anything to say.

      And the funny part is that us bears are finally turning bullish after 4 long years.

        Sep 28, 2015 28:18 PM

        Post numbers don’t mean shite when they mostly come from retards.

        Sep 28, 2015 28:19 PM

        Give me 10 meaning full posts over 400 retard-bits any day.

        Sep 28, 2015 28:18 PM

        James, bb, and A Listener -what an enlightened trio. LOL

          Sep 29, 2015 29:08 AM

          Really? Here Matthew, your punishment for saying that is to listen to half an hour of Martin Armstrong on Money Talks Radio. Marty in the past has stated bluntly the gold bugs don’t get gold because they are working from the wrong set of premises and use faulty reasoning. Hard money systems don’t work because ALL money is fiat (including gold) when it is the accepted form of currency by governments. So we are not going to return to a gold system in our lifetimes. We are going electronic instead. The transition is to technology-based money that is a much more flexible tool for Governments and the Central Banks of the world to manage.

          Martin Armstrong Interview on Michael Campbells Money Talks Radio -September 26th
          https://soundcloud.com/cknw/money-talks-sep-26-hour-1?in=cknw/sets/money-talks-with-michael

            bb
            Sep 29, 2015 29:23 PM

            Its actually kinda funny people that figure they inform themsleves just plain dont get that.
            When gold is the curncy used and aproved by government it is fiat. A gold standard does not influence the printing of currency in the least.

            But they just dont “get it”, I find that…….interesting.

            thx 4 th link Listener

            GH
            Sep 29, 2015 29:25 PM

            ‘All money is fiat’??

            Semantics. If that statement is true, then the word ‘fiat’ is meaningless and might as well be done away with.

            Ridiculous.

            It will go electronic because electronic is FIAT, and gives absolute control to the central planners.

            GH
            Sep 29, 2015 29:27 PM

            I have to think that is Armstrong intentionally misunderstanding the distinction to which the word ‘fiat’ points.

            Sep 29, 2015 29:03 PM

            Only an imbecile or shill would conclude that gold should be considered a form of fiat money. It is money by nature, not by government decree. It does not matter if the government chooses to endorse it or not. Its status as money did not come about by force. On the contrary, government force (fiat) IS required to stop the market from using it as money.

            Sep 29, 2015 29:21 PM

            You are mistaken Matthew. Certainly regarding the use of gold in modern times. Gold as money was indeed fiat and was fixed in price versus dollars by state decree. It was also devalued and revalued by decree. So nobody is an imbecile for simply noting the obvious. You have a very poor understanding of US history where the dollar and gold are concerned. Either that or you deliberately misread the facts.

            Which is it? Are you ignorant or just running an agenda?

            Sep 29, 2015 29:06 PM

            Wrong. The dollar was fixed to gold not the other way around. Gold gives the government shit paper credibility not the other way around.
            Gold functions as money no matter what governments do. Why do you think tyrants like FDR, Mussolini, Hitler, and Lenin made it illegal for their peasants to own it??? Modern tyrants tax it heavily so that their fiat paper can stand a chance (for awhile). Get a clue.

        Sep 28, 2015 28:52 PM

        I like cash still!
        Ker splat. Everything must go!

          Sep 29, 2015 29:25 AM

          NEW REPORT……………….KER SPLAT in lieu of MARKET WRAP…..good idea

      Sep 28, 2015 28:49 PM

      I remember I was buying silver at this level in 2008 like mad. Off course canadian dollar was 86 cents so it is under this level in Canadian $ terms. I remember I bought all the way from around 9.4 US to around 15. It paid off in the next few years. Now after massive 5.5 fold increase in the money supply and more around the world, silver is back to its old price. It must be far more under valued than 2008 due to the increase of money supply and lower production. So I feel it is a good price to buy now. It is not possible to catch the exact bottom. The risk now is not to have position in silver. Just my two cents. I heard similar complains in 2006, 2008, 2009 but this shall pass.

        Sep 29, 2015 29:58 AM

        What I mean is that the bottom may has passed. The gold price under 1000 is possible but not probable. In my currency canadian dollar, the bottom is almost two year old. At bottom everyone is waiting for the second shoe to drop but it may never come. It might have been put down silently. Good at 1100s might be just good enough. Greed has two forms, refuse to sell at top and refuse to buy at bottom.

          Sep 29, 2015 29:28 AM

          Hello Everyone, this is Lawrence. I will use Dragonite from now since using real name is not great. Hope this little fire breathing animal bring people joy.

    Tad
    Sep 28, 2015 28:11 PM

    Hhhmmmm… weather’s nice though.

    Sep 28, 2015 28:03 PM

    I love your site and have read it for years but this is my first comment.
    I have lived in Thailand for many years and let me tell you the truth about Asia/Thailand

    Thailand has the biggest property bubble that the world has ever seen. I live in a 6 year old seaside condo that is world class and %80 vacant.

    That’s right, NO buyers. We used to have a strong Russian demand but that is history. The market here is wildly out of control and we are headed for a fall and maybe revolution in the street. I love it here and will stay but then I rent. The Thai baht is way over valued and headed down. The world has never seen what is going on all over Asia.

    Sep 28, 2015 28:07 PM

    If not for the nice people and cheap condo I would maybe live in S.A. as I speak Spanish however I do like it here. Very cheap cost of living and pretty women help. If anyone wants to know more I can tell you the truth. BTW I have a masters in Econ and have been in business for over 40 years. Not my first dance….

      Sep 29, 2015 29:22 PM

      KEEP POSTING CHRIS…..thanks for the info…….appreciate your view…….

    CFS
    Sep 29, 2015 29:46 AM

    http://podbay.fm/show/209377688/e/1443493006?autostart=1

    Mark Levin on Russia and Middle East.

    Sep 29, 2015 29:31 AM

    Alisten– please be nice to Matthew…

    Sep 29, 2015 29:51 AM

    QE, Gold Stocks, & Money Velocity

    Stewart Thomson
    email: stewart@gracelandupdates.com
    email: stewart@gracelandjuniors.com
    email: stewart@gutrader.com

    Sep 29, 2015

    In late 2014, many investors in the Western gold community decided to invest the booming US stock market. I warned that without QE, the US stock market was turning into a “wet noodle”, and rate hikes could cause a global markets crash, in the September-October time frame.

    That crash is essentially underway, on schedule, and the stunning meltdown continued last night in Asia.

    Please click here now. Japan’s market tumbled very hard, in spite of promises by the central bank to become even more “accommodative”.

    The sad reality is that Japanese QE, like American QE and European QE, is deflationary, because it drives money out of bank accounts and into wildly speculative assets like the stock market, real estate, and junk bonds.

    Most of the world’s citizens are amateur investors. When they put their money in the bank, professional investors at the bank loan it to businesses. Mistakes happen, but the process is highly professional and time-tested. When citizens try to take that job on themselves, the errors made can be irreversible.

    QE “incentivizes” citizens to pretend they are professional investors, and the amount of wealth destruction that ensues can bring down an empire. The bottom line is that QE empowers government, and destroys citizen wealth.

    QE should be banned as a central bank “tool”. It belongs in the garbage can, and Janet Yellen should be applauded for tapering this central bank policy of horror to zero. When she hikes rates and reverses money velocity by doing so, every gold investor in the world should give her a standing ovation.

    There was nothing wrong with the private sector when Abe and Kuroda came to power in Japan. Japan has a shrinking population, and so GDP can also be expected to shrink over time, or grow very slowly. Japanese citizens are great savers, and have an aversion to debt. The bottom line is that until Abe and Kuroda arrived on the scene, citizens were ageing with dignity.

    In contrast, the Japanese government is soaked in debt, and expansion-oriented. Abe has increased taxes for the ageing population, and the yen has imploded with Kuroda’s dastardly QE program, while making the stock market incredibly unstable. Forcing elderly citizens to invest in risk markets is an act of utter insanity.

    Please click here now. India was the only global market able to move substantially higher overnight. The nation’s central bank cut rates by half a point.

    Please click here now. Clearly, many analysts don’t believe rate cuts can reverse India’s stock market swoon, and they are correct.

    Gold import duty cuts, not interest rate cuts, will inspire India’s citizens to work harder and become even more productive than they already are. These “titans of ton” love gold, and rightly so. It’s part of their religion. The bottom line is that when a citizen works hard, and gets richer, they can buy more gold.

    Rather than attacking gold, India’s government should promote more imports, because that incentivizes hard work and GDP growth.

    What is next, for the price of the Western gold community’s gold? Well, please click here now. That’s the daily gold chart. Generally speaking, gold has a rough general tendency to sell off in the days ahead of the US jobs report.

    The next report is on Friday, and gold is acting exactly as I expected, with a pre-report “textbook decline”. An interesting symmetrical triangle is now in play. A downside breakout would theoretically see gold trade at about $1000. The $950 – $1050 area is massive buy-side support.

    What fundamental event could send gold down to that huge buy zone? Well, it’s not a rate hike. A September rate hike in America would have produced a huge gold price rally, based on the potential reversal in money velocity that would have followed. The rate hike didn’t happen, because of the crashing global stock markets.

    So, gold remains vulnerable now, until Janet takes the rate hike bull by the horns, and takes action. Please click here now . If there is a fundamental event that could activate a downside breakout from the symmetrical triangle, it’s probably an implosion of a company like Glencore.

    Regardless, there have been a lot of false breakouts in many markets recently. Indian citizen buying and PBOC buying in China could create a double bottom pattern in the $1070 area, rather than a decline to $1000.

    Oil also appears “ripe” to form its own double bottom pattern, and it’s the biggest holding in many commodity indexes, and that’s good news for gold price enthusiasts. Please click here now. This daily oil chart is sporting a small descending triangle formation, which sets up the potential double bottom pattern.

    It’s important for gold investors to understand that double bottom patterns tend to occur at major trend turning points, and it’s happened before in the oil market.

    In regards to gold stocks, I realize that most investors think this is a “bear market”. They are only partially correct in that outlook. Please click here now. That’s the quarterly bars XAU:gold chart. Gold stocks should be only purchased as an investment that can potentially outperform gold bullion. In that regard, gold stocks have not been in a bear market since 2011, but from 1996! That’s when the Fed forced investors out of bank accounts and into risk markets with rate cuts below the key 8% threshold.

    That created a bear market in money velocity, and opened the door to the OTC derivatives nightmare, as banks sought to replace diminishing bank loan profits with “structured products”.

    Both the two decade bear market in gold stocks and the structured products horror show will end, when Janet begins hiking rates, and creates a money velocity bull market.

    As that happens, the huge bull market in real estate will finally die, and junk bonds will probably implode. The combination of a US money velocity bull market, Chinese PBOC buying to internationalize the yuan, and Indian citizen obsession with gold, means that gold stocks are now on the cusp of not just a bull market, but a bull era!
    Sep 29, 2015

    Sep 29, 2015 29:02 AM

    Been saying that for years Agatha…..

    CFS
    Sep 29, 2015 29:15 AM

    Roberts is WRONG.
    He quotes Obama as bottling up China.
    In FACT the US has not sent one single ship into the South China Seas to claim open navigation on those Seas or those claimed by China but owned by the Phillipines.
    Further Obama has ceded the Middle East to essentially Iran and its allies, Russia and China. The FACT is that in its attacks in Syria, the US has not been attacking ISIL, but only Assad’s forces. (And that is now about to stop.)

      Sep 29, 2015 29:50 AM

      Good post CFS. A little sanity on this subject is always good to hear.

      Sep 29, 2015 29:53 AM

      CFS, you are basically right based on what I have heard.

    Sep 29, 2015 29:26 AM

    Thanks CFS – Roberts doesn’t always get things right, A