Hour 1 – Investment Strategies For The Broad Markets and Resources
It’s a very interesting market right now. The Powell put seems to overwhelm everything else as US markets continues to trend higher closing the week at it’s highs. However we are seeing defensive sectors also garner a buy. In this weekend’s show I send the first two segments talking about the makeup of the recovery in the broad averages. In the last two segments we shift our focus to the precious metals and energy sector.
- Segment 1 – Fund Manager Dana Lyons kicks off the show with his insights on the rise in the US markets. He still thinks the bear market started last year.
- Segment 2 – Mike Larson, Editor of The Safe Money Report compares the bond market to the broad averages and shares a metals investment that he has entered.
- Segment 3 – We kick off the resource focused segments with Erik Wetterling, Founder of The Hedgeless Horsemen. Erik outlines how he is managing his portfolio to take advantage of the low share prices.
- Segment 4 – Josef Schachter, Founder of The Schachter Energy Report shares his thoughts on the oil and natural gas sectors. The overall message is short term cautious but long term bullish.
Exclusive Company Interviews This Week
- Introducing a More Advanced Lithium Company Focused in Nevada – Cypress Development Corp.
- Skeena Resources – Answering Your Questions on The Updated Eskay Resource, Barrick’s Back-in Options, and Metallurgy
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Dana Lyons Mike Larson Erik Wetterling Josef Schachter
Rick Rule on Why He’s Deploying Money Right Now into Royalty & Streaming Companies
by @MiningStockEdu on March 17, 2019
“One of the places I’m deploying my own capital right now is in the royalty and streaming space,” Rick Rule, CEO of Sprott US Holdings, said during our recent interview at PDAC. Rick also addressed two common objections investors have regarding royalty and streaming companies as well as what makes these companies so attractive right now.”
Rick Rule: Here’s Where the Real Money Will be Made in This M&A Cycle
InvestingNews – Interview conducted at PDAC on March 4, 2019.
“M&A activity has been top of mind at this year’s PDAC convention — here Rick Rule of Sprott shares his thoughts on how to profit.”
https://www.youtube.com/watch?v=kFxUmEtupv8&index=6&list=PLllOkTmDUdh8A0uDrao1gYfeFE0eGVwzO
Casey warned in the Cite above, but the Cite below makes me go woo-woo-hmm!
http://radio.goldseek.com/shows/2019/03.08.2019/GSR-03.08.19-c.mp3
From a daily chart perspective, the bears still have the upper hand in gold…
http://schrts.co/FjbWdayS
From a weekly and monthly chart perspective, the bulls are in control…
http://schrts.co/CsvDrczF
I would expect the situation to change at the end of this month, with respect to banking at least, as Basel III rules come into effect.
When it comes to the miners, things are a bit better as the bulls have the upper hand even short term…
http://schrts.co/CWBeBFdk
GDX weekly:
http://schrts.co/BNFnWZWI
Hey Matthew…..always appreciate all your TA…….was wondering if you ever use your proverbial crystal ball for anything other than the metals and do you follow fundamentals at all in conjunction with your TA????
Yes, I use TA for all asset classes and do follow the big picture fundamentals that influence gold. Debt, the economy and stock market valuation and earnings outlook are important. But all info is ultimately reflected in the charts so TA is my main focus.
Thanks…..I certainly can’t argue that TA isn’t usually a precursor of things to come and unfortunately it’s been with hindsight that I can say that’s been the case more times than I like…can’t speak for anyone else here but I’d be fascinated and appreciative if you shared when other sectors may be setting up for bull/bear runs. The more information/opinions are always the best from my perspective. Cheers
Uranium is heading for a big bull market so I intend to move gold/silver mining profits into that sector in the months (year?) ahead…
http://schrts.co/iJXbefEm
Matthew, Lobo Tiggre is also very bullish on uranium. Do you prefer the AR-15 or the AK-47?
Assuming we’re talking defense purposes, I like the AK-47.
👍.thanks
Thanks, Matthew. I’ve heard the AK-47 is more rugged and durable in combat.
Now I have a WInchester model 94 30/30
When making a gun selection, first elect a POTUS that will appoint an AG that will put Centeal Bankers in jail. May avoid the difficulty of selecting the appropriate assault rifle amd save your neighbors life.
David, I believe it is extremely naive to think that such a person would ever be allowed into the position of POTUS but your suggestion is a good one since central banking underpins the insanity of the left. [The well-meaning but completely confused Jimmy Dore, among countless others, thinks central bankers are capitalists which is not just wrong but precisely the opposite of the truth.]
I don’t know what our neighbors have to do with anything but the mythical “assault” rifle was invented by tyrants who have no legitimate authority to dictate what anyone may or may not own and I have never voted for a single one of them.
Mickey Fulp: Now is “Absolutely” the Time for Uranium
InvestingNews – Interview conducted at PDAC on March 3, 2019.
“The Investing News Network caught up with Mickey Fulp at this year’s PDAC convention to talk all things uranium and gold mega mergers.”
https://www.youtube.com/watch?v=UhB_JFtkcog&index=28&list=PLllOkTmDUdh8A0uDrao1gYfeFE0eGVwzO
Lobo Tiggre: “Uranium is Happening Now”
InvestingNews – Interview conducted at PDAC on March 3 2019.
“The Investing News Network went live for the first time at this year’s Prospectors & Developers Association of Canada (PDAC) convention in Toronto, speaking with Lobo Tiggre, CEO of Louis James LLC, on the first day of the show.”
https://www.youtube.com/watch?v=nWVu_7L0b4s&list=PLllOkTmDUdh8A0uDrao1gYfeFE0eGVwzO&index=27
Nick Carter: Section 232 Decision Will Bring Clarity on Uranium Prices
InvestingNews – Interview conducted at PDAC on March 4, 2019.
“Nick Carter, executive vice president, uranium, at UxC shares details on the uranium market, including supply/demand dynamics and where prices may be headed in the short and long term. ”
https://www.youtube.com/watch?v=gI5NfNWWRBc&index=29&list=PLllOkTmDUdh8A0uDrao1gYfeFE0eGVwzO
Leigh Curyer, NexGen Energy: Section 232, Uranium Demand and What’s Next
InvestingNews – Interview conducted at PDAC on March 5, 2019.
“INN caught up with Leigh Curyer, CEO and director of NexGen Energy, at the 2019 PDAC convention to discuss the current uranium market.”
https://www.youtube.com/watch?v=ukj953T-f8w&index=30&list=PLllOkTmDUdh8A0uDrao1gYfeFE0eGVwzO
Ian Ball, Abitibi Royalties (RZZ) : Today’s Gold Market Looks Like the 1980s
InvestingNews – Interview conducted at PDAC on March 4, 2019.
“Ian Ball, president and CEO of Abitibi Royalties (RZZ), discusses the gold price, M&A activity and his company’s plans for 2019.”
https://www.youtube.com/watch?v=X-MXSsTCjBY&list=PLllOkTmDUdh8A0uDrao1gYfeFE0eGVwzO&index=21
Can the Bull Market Run for Another 10 Years?
By Frank Holmes via Iris.xyz – March 16, 2019
You Should Be Buying “As Much Gold As You Can”
Mar 15, 2019 – Frank Holmes
Mining Investing for the Risk Averse: Randy Smallwood Podcast (WPM)
by @Keecher on March 16, 2019
“Our risk profile is so different than a traditional mining company. And Why? Because we’ve taken so many of those risks out of the equation.”
https://ceo.ca/@keecher/mining-investing-for-the-risk-averse-randy-smallwood-podcast
Thanks, Excelsior. WPM is one of my biggest holdings.
Cheers. WPM is a solid streamer and royalty company, and one of the originators.
Nolan Watson of (SAND) Sandstorm cut his teeth in Silver Wheaton aka (WPM) Wheaton Precious Metals.
Randy does a good job at the helm, and I’m very happy that last year they renegotiated their stream with (AXU) Alexco to a sliding scale based on Silver prices, to make it more advantageous to both companies.
Randy Smallwood, Wheaton Precious Metals: Silver Always Lags Gold, but Wait Until it Moves
InvestingNews – Interview conducted at PDAC on March 4, 2019.
“Randy Smallwood, president and CEO of Wheaton Precious Metals, sat down with INN at PDAC to discuss the gold, silver and palladium markets.”
https://www.youtube.com/watch?v=tGBl78S5rFo&index=23&list=PLllOkTmDUdh8A0uDrao1gYfeFE0eGVwzO
Yuriy Matso @yuriymatso
“$GC_F monthly. Once gold breaks above $1400…” #Chart
Ira Epstein’s Metals #Video (03/15/2019)
Technical Analysis, Metals Report, Gold, Silver, Copper, Platinum
Multiple Events Shape the Global Financial Outlook
March 15, 2019 – by Gary Wagner #TechnicalAnalysis #Charts #VIDEO
https://thegoldforecast.com/video/multiple-events-shape-global-financial-outlook
Gold Stocks: Boss Candlesticks In Play
Morris Hubbartt – March 15, 2019
Super Force #PreciousMetals #TechnicalAnalysis #Charts #Video
Bob Moriarty: Invest When You’re Terrified, Sell When You’re Pleased
by Ceo Technician (Goldfinger) – March 14, 2019
Bob Moriarty: “I have lost the most money on the greatest projects, because I thought “nobody can screw this up”, but in fact anybody can screw anything up. Rather than look at too many details you should buy resources for no other reason other than that they are cheap. If you buy when things are cheap and sell when things become expensive you will do very well over the long run. Everyone wants to make things more complicated than they need to be, whether it’s in analyzing the macro or the micro everyone makes investing more complex than it needs to be.”
“By simply using sentiment and knowing where you are in the market cycle you can be way ahead of the game. If all you had was sentiment you would have the best indicator you could possibly have; buy when things are out of favor and sell when there are no bears left.”
CEO.ca Weekly Wrap – 3/17/2019
by @Goldfinger on March 17, 2019
A look at some of the week’s best chats and charts on CEO.CA
Regarding the CDNX, while Goldfinger focuses on the 630 level, I see a breakout and the highest daily and weekly closes in four months:
http://schrts.co/QVWwQKeH
It also closed above the upper daily Bollinger band.
Good observation. Thanks Matthew.
You think that the banking system can be held together for another 10nyears by more QE!!!
That’s true FAITH.
I believe the next 10 years will be far more volatile than the last 10 years, and the central banks have painted themselves in a corner. Whether everything holds together is questionable, but it will likely need a huge overhaul and the tricks that got us through the 2008/2009 financial crisis won’t work so well this time around.
Buckle up….. the ride is going to get bumpy….. 🙂
Jayant Bhandari: Trade War Will Blow Over
InvestingNews – Interview conducted at PDAC on March 4, 2019.
“Speaking with the Investing News Network at the Prospectors and Developers Association of Canada convention in Toronto, financial analyst Jayant Bhandari offered his thoughts on M&A, the trade war, Huawei and India.”
https://www.youtube.com/watch?v=6-s4g1bIzYY&list=PLllOkTmDUdh8A0uDrao1gYfeFE0eGVwzO&index=12
Kal Kotecha: The Coming Economic Crisis is Good News for Gold
InvestingNews – Interview conducted at PDAC on March 5, 2019.
“Kal Kotecha of the Junior Gold Report talks gold and silver prices, plus M&A activity in the precious metals space in this PDAC interview. ”
https://www.youtube.com/watch?v=ic5gh103gqQ&list=PLllOkTmDUdh8A0uDrao1gYfeFE0eGVwzO&index=19
Car Ride Confessions of a CEO | Gwen Preston | Resource Maven newsletter
Mar 4, 2019 – Justin Hayek
Mining Sector Facing “Sixth Extinction” Says Joe Mazumdar
“The popularity of passive funds are causing capital to flow away from actively managed funds, particularly in the mining sector,” said Joe Mazumdar, co-editor of Exploration Insights.
“A lot of the generalist money is not going into the institutional active funds, they’re going more into the passive funds. Why? Because anonymity, liquidity, they all want that, and the active funds don’t give them that…and the fees,” Mazumdar told Kitco News on the sidelines of the Gold Stock Analyst Investor Day.
Live Interview with Lobo Tiggre and Jeffrey Christian at PDAC 2019
InvestingNews – streamed live on Mar 3, 2019 #VIDEO
Brent Cook and Joe Mazumdar: How to Invest in This Mega Merger Season
InvestingNews – Interview conducted at PDAC on March 3, 2019.
“Brent Cook and Joe Mazumdar of Exploration Insights spoke to INN at this year’s PDAC convention about exploration and gold mega mergers.”
https://www.youtube.com/watch?v=NqqytW74CyQ&list=PLllOkTmDUdh8A0uDrao1gYfeFE0eGVwzO&index=8&t=0s
Murenbeeld & Co.: Ignore the Day to Day — Gold is a Long-term Investment
InvestingNews – Interview conducted at PDAC on March 4, 2019.
“Chantelle Schieven, research head at Murenbeeld & Co., shares her thoughts on where the gold market is headed in this PDAC interview”
https://www.youtube.com/watch?v=oDyr7OR0ZRw&list=PLllOkTmDUdh8A0uDrao1gYfeFE0eGVwzO&index=20
Brien Lundin: The Smart Investors Aren’t Bailing on Gold
InvestingNews – Interview conducted at PDAC on March 5, 2019.
“Gold Newsletter Editor Brien Lundin discusses key technical and psychological levels for gold, plus current M&A activity in the space. He also shares his thoughts on the base metals landscape.”
https://www.youtube.com/watch?v=kU5s89KT3ks&list=PLllOkTmDUdh8A0uDrao1gYfeFE0eGVwzO&index=17
Adrian Day: The Biggest Problem for Gold Right Now
InvestingNews – Interview conducted at PDAC on March 5, 2019.
“Adrian Day of Adrian Day Asset Management talks about the gold space, copper and what commodities he is avoiding in 2019.”
https://www.youtube.com/watch?v=l9ttrEBt93I&list=PLllOkTmDUdh8A0uDrao1gYfeFE0eGVwzO&index=16
EB Tucker: I’m Standing by My Call for $1,500 Gold This Year
InvestingNews – Interview conducted at PDAC on March 3, 2019.
“EB Tucker, director at Metalla Royalty & Streaming (TSXV:MTA), shares his thoughts on the gold market and his strategies for investing. He also discusses Metalla’s appeal and future. ”
https://www.youtube.com/watch?v=UL9dzqXTg50&list=PLllOkTmDUdh8A0uDrao1gYfeFE0eGVwzO&index=18
Mark Ferguson: Here’s How Mining M&A Could Shake Out for Exploration
InvestingNews – Interview conducted at PDAC on March 4, 2019.
“Mark Ferguson of S&P Global Market Intelligence shares his thoughts on exploration trends for 2019. He also discusses peak gold, exploration technology and where major discoveries may be made in the future. ”
https://www.youtube.com/watch?v=eUgcU-gUEok&list=PLllOkTmDUdh8A0uDrao1gYfeFE0eGVwzO&index=9
Jeff Swinoga: We Need More Risk Capital in the Mining Sector
InvestingNews – Interview conducted at PDAC on March 4, 2019.
“Jeff Swinoga, EY Canada mining and metals leader, discusses current trends in the resource space, including where exploration is happening, whether money is available and trends to watch this year.”
https://www.youtube.com/watch?v=6VtVipUsItM&list=PLllOkTmDUdh8A0uDrao1gYfeFE0eGVwzO&index=11
Darren Blasutti, Americas Silver: Don’t Expect Silver M&A Until Prices Move
InvestingNews – Interview conducted at PDAC on March 5, 2019.
“With M&A activity on the rise in the gold space, will the silver market be next? Not until prices rise, says Darren Blasutti, CEO of Americas Silver, in this PDAC interview.”
https://www.youtube.com/watch?v=igvlKR3vBTw&list=PLllOkTmDUdh8A0uDrao1gYfeFE0eGVwzO&index=24
Jeffrey Christian: Focus on Profit (Not Size) in Gold Mining
InvestingNews – Interview conducted at PDAC on March 3, 2019.
“Bigger generally isn’t better in the gold space, says Jeffrey Christian of CPM Group in this PDAC interview. He also shares his outlook on prices and 2019 trends.”
https://www.youtube.com/watch?v=Uig58Sc8rKk&list=PLllOkTmDUdh8A0uDrao1gYfeFE0eGVwzO&index=15
Rick Rule, the perennial cheerleader, gives the green light….
https://kingworldnews.com/rick-rule-its-happened-only-twice-in-my-lifetime-expect-demand-for-gold-silver-to-quadruple/