Yes

Hey there OOTB. I just saw your comment here, and then went to go look and only saw 1 comment from you in moderation on George Webb and released it. There weren’t any other comments in moderation from anyone else though. Maybe Cory released a few when he was in the back office earlier.

Hope that helps amigo! You can always email me at Shad@kereport.com if you want a more timely response, as we are busy in meetings and on calls most days, and we don’t always have time read all the comments here until we get breaks. I check my email every 15 minutes though in comparison.

Paul, it wouldn’t surprise me if we close on a monthly basis ($gold) over $2100 sometime this year. Regardless, it doesn’t mean the PM stocks will then go bonkers since we’re within striking distance from that price—I’ve seen people pushing that narrative. You have to ask yourself what makes that number so precious when we’re so close and large cap stocks continue to decline. I’ve been looking at some inflation rate graphs and there’s a strong chance that we’re seeing a bottom forming in inflation. Just as the usual suspects early on talked about how the Fed would stop raising rates and begin to lower them (11/2 years ago), they were already talking about them to lower them this March and now that looks dubious. The government is manipulating enough economic figures along with an advancing stock market which allows the Fed to continue their pause for some time—then what happens if some of the inflation numbers actually start to reverse higher again. I also believe sometime in the coming months that the TLT (bond) market will start another leg down. I believe we’re in the midst of a long term bond sell off and that tells me inflation will continue to be a problem. Eventually the stock market will have to revert to historical medians and means and that should tell us that the conventional market is not going to show percentage returns like it has over the last 10 years. Hope this helps. Doc.

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Most have been and probably will continue to be trading tools most of this year. However, I have a feeling that for more of them we will start to see higher lows and higher highs later in the year and into next year—we should in the future start to see a bottoming effect—-I’ve mentioned for months that we won’t see a V shaped recovery like we have sometimes seen in the past but that we should see a gradual bottoming with a slow grind higher for awhile with those higher lows and higher sides. I don’t expect to see that until these high cap stocks bottom —-we need a catharsis of those high cap stocks. Once that happens it’ll be a buying opportunity like we’ve never seen for the long term investors. The traders can make money until then by astutely trading.