This week we saw more money flow into US markets while the precious metals and bonds also rebounded. Clearly there is a mass of money still on the sidelines that is desperate to find a home. With interest rates remaining low and US economic data not falling off a cliff (although it is slowing) money managers still prefer US markets. However international markets are also extending to 52 week highs.
In this weekend’s first half of this hour we focus on the balance of money flows, with the second half of the hour focused on resource stocks. We review some recent news and some new investments our guests are making.
Please keep in touch by emailing me at Fleck@kereport.com. I love hearing from all of you and do my very best to get all your questions answered.
- Segment 1 – Trader Vic Sperandeo kicks off the show by sharing his thoughts on what is driving investors into the US markets. We also look ahead to next year and the many factors he think will drive a wide range of sectors.
- Segment 2 – Dana Lyons and I run through his outlook for US markets, bonds, metals, and even Bitcoin. Pay close attention to what Dana has to say about the balance of where he thinks money will flow.
- Segment 3 – Brien Leni joins me to share some of the recent investments he is making in resource companies and what news events are driving him to invest his money now.
- Segment 4 – John Kaiser recaps a couple major news events for Skeena Resources and Osisko Metals over the past two weeks.
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