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Is there a major revaluation coming for financial assets?

Cory
March 20, 2020

Sean Brodrick joins me today to discuss the move into cash broadly by investors. The biggest worry would be a complete revaluation all of a sudden that could further devastate portfolios.

Discussion
42 Comments
    Mar 20, 2020 20:21 PM

    Stocks Suffer Worst Week Since Lehman Despite Biggest Fed Bailout Ever
    https://www.zerohedge.com/markets/stocks-suffer-worst-week-lehman-despite-biggest-fed-bailout-ever

    The system is starting to implode. Can it pull out of this implosion? If not, just think what November will look like. Trumpty Dumpty will have a big fall and we will all have a big fall. Just think what life will be like under Biden and a woke Demorat majority in the District of Criminals. (Not that it’s any good under Republoclowns but it’s going to get even worse.)

      Mar 20, 2020 20:28 PM

      What is the virus count in DC………any deaths yet……..

        Mar 20, 2020 20:33 PM

        On March 20, 2020 at 9:13 am,
        OOTB Jerry says:
        Going to be a LONG WEEK END……..FOR THE SHEEPL……
        Containment, is not going to last as long as the CON MEN think……. IN DC…
        How many deaths in DC and Virginia …….That will tell the tell……these con men all have fancy houses just outside DC….fbi, cia, langly nuts……
        Wonder if HOLTER AND OBAMA are in DC……:)

        Reply to this comment

    Mar 20, 2020 20:24 PM

    Please step aside for people who actually have money with the bank…

    https://www.youtube.com/watch?v=-DT7bX-B1Mg

      Mar 20, 2020 20:27 PM

      Give a man a gun and he’ll rob a bank,
      Give a man a bank and he’ll rob the world.

    Mar 20, 2020 20:29 PM

    More news to cheer you up…

    The Crash Of 2020 Is Now Worse Than The Great Depression
    https://www.zerohedge.com/markets/crash-2000-now-worse-great-depression

    b
    Mar 20, 2020 20:36 PM

    Imagine the war they use to get us out of it this time.

    Mar 20, 2020 20:51 PM

    Shawn is on top of the problems as well as anybody I’ve listened to. Incompetence at a comical level by the US Government. It will be another war we don’t win but hey, it’ll be spun the other way by the world’s greatest SPINNER1. You surly can guess who that is.

    Mar 20, 2020 20:26 PM

    CNBC Now @CNBCnow on Twitter

    BREAKING: “Federal Reserve says it will conduct $1 Trillion in daily Repo operations for the rest of the month.”

    https://twitter.com/CNBCnow/status/1241051728604250112

      Mar 20, 2020 20:51 PM

      Emergency military tanks in the streets of Italy: (looks like Martial Law is getting close).

      https://www.liveleak.com/view?t=uCE1g_1584632591

        Mar 20, 2020 20:53 PM

        Oil down over 21% today. Wow!

        https://finance.yahoo.com/quote/CL=F?p=CL=F

          Mar 20, 2020 20:53 PM

          I think I’ll just go grab a cold adult beverage from the fridge and back away from the computer screen.

          https://thumbs.gfycat.com/TanTediousGalapagoshawk-size_restricted.gif

          Mar 20, 2020 20:11 PM

          Yes Sir……….the OIL ……took a BIG HIT…………..

          Mar 20, 2020 20:55 PM

          Oil is still roughly 15% above its low the other day.

          The gold miners ended the week in limbo. They could be bottoming here or setting up for a new plunge…
          https://stockcharts.com/h-sc/ui?s=%24GDM&p=W&yr=7&mn=9&dy=0&id=p23393392895&a=727381853

          Gold is still worth 63 barrels of oil per ounce so the miners couldn’t look better fundamentally despite gold being $200 off its high.

            Mar 20, 2020 20:44 PM

            Oil futures closed at $19.84. Was it really 15% lower the other day? That’s as low as I remember seeing it.

            Mar 20, 2020 20:53 PM

            I’m starting to wonder if that is the wrong futures contract that Yahoo Finance is showing, as it is the April contract at $19.84. (spooky number by the way)

            https://finance.yahoo.com/quote/CL=F?p=CL=F

            Mar 20, 2020 20:54 PM

            On “Mini-Mike” Bloomberg’s site, it shows Oil futures closed at $22.43, so maybe that is figure you meant.

            https://www.bloomberg.com/quote/CL1:COM

            Mar 20, 2020 20:31 PM

            It is interesting that all 4 sites have completely different prices:

            Yahoo Finance: Crude Oil 19.85
            Bloomberg: Oil $22.43
            ExchangeRates: Oil $23.65
            Stockcharts: $22.63

            We’ll call Oil in a range between $19.85-$23.65

            Imagine going a year or 8 months back when Oil was in the $60’s and telling folks…. “Hey, early next year, Oil be trading in down in the low $20’s.”

            People would have shaken their heads in disbelief. Think about the Oil companies at these prices. I sold back out of my XLE in afterhours trading just to not be holding it the beginning of next week. I was playing it for a nice rebound, but the trouncing Oil took today makes me believe we’ll finally start seeing the bankruptcies in the Oil patch.

            Mar 20, 2020 20:41 PM

            There are still some oil producing countries that can make money in the high teens and low $20’s but US and Canadian companies are in deep trouble if these prices stay lower for longer.

        Mar 20, 2020 20:12 PM

        Tank in Italy…….but no bullets………The cia did not trust them with the shells….. LOL

          Mar 20, 2020 20:46 PM

          Yeah, but their tanks are loaded up with really stale garlic bread, so those can still do a lot of damage… 🙂

    Mar 20, 2020 20:00 PM

    Worth reading for IPT shareholders:

    IMPACT Silver Confirms No Interruption on Mine Operations from Corona Virus COVID-19 Pandemic
    http://www.impactsilver.com/s/NewsReleases.asp?ReportID=867648&_Type=News-Releases&_Title=IMPACT-Silver-Confirms-No-Interruption-on-Mine-Operations-from-Corona-Virus

      Mar 20, 2020 20:49 PM

      Agreed. I read what she wrote earlier and it made a lot of sense, but she has been attacked and grilled by the sheeple for daring to say so.

        Mar 20, 2020 20:13 PM

        Sheeple never cease to amaze. Disgusting.

    Mar 20, 2020 20:58 PM

    What Is Holding Gold Back?

    By Goldmoney Insights – March 20, 2020

    “Gold prices moved to $1700/ozt a few weeks ago as the market started to price in rate cuts. However, since then, prices have fallen back to below $1500/ozt despite broad market turmoil. We believe this price fall is mainly the result of sharply higher real-interest rate expectations as we are seeing a temporary surge in dollar demand. We think this could change on a dime. Massive renewed central bank intervention will push gold prices sharply higher to over $2600 over the medium term.”

    https://www.goldmoney.com/research/goldmoney-insights/what-is-holding-gold-back

    Mar 20, 2020 20:14 PM

    Lawrence Lepard: Silver Miners Back In Big Trouble Again While Investment Demand For Silver Soars

    Mar 20, 2020 – WallStForMainSt

    “Jason Burack of Wall St for Main St interviewed first time guest, investment manager at Equity Management Associates, LLC and gold stock fund manager, Lawrence Lepard. ”

    https://youtu.be/Hi0KCHnAAcs?t=1

      Mar 21, 2020 21:16 AM

      It should be noted that at the end of this last week, that Silver finally did start outperforming Gold and Thursday and Friday.

      On Friday Silver was up over 4.1% to $12.63, while Gold was only up 1.5% to $1501.10.

      That’s about a 3:1 outperformance in Silver over Gold and what we want to see more of.

    Mar 20, 2020 20:53 PM

    Lot’s wife looked back & became a pillar of salt. Sound familiar?

      Mar 21, 2020 21:29 AM

      Yeah but that’s because the Elohim / Angels (aka extraterrestrial rulers = gods) nuked Sodom and Gomorrah, scorching the area, and leaving only a pile of salt where her body was. They warned their human buddies to heck out of dodge but she lingered, which was a bad decision, and then kaboom.

      How does that have anything to do with Covid-19, the Oil rout, and stock market implosion, and it’s affects on the resource markets?

        Mar 21, 2020 21:32 AM

        I guess one could draw the analogy that some warned to get their funds out of the markets before things rolled over, but most stayed in because they believed the Fed had their backs and markets can only go up. The mantra repeated so often was that the shorts had been wrong for years and each time there was any sense of a correction, it got bought up and charged higher. I guess in that sense those that remained had their account values nuked, and all that is left is a pile of salt. That works as an analogy.

    Mar 21, 2020 21:14 AM

    (SSRM) SSR Mining Announces Temporary Suspension of Puna Operations

    by @newswire on 20 Mar 2020

    “SSR Mining Inc. announces that Puna Operations is temporarily suspending operations in accordance with government-mandated restrictions due to the COVID-19 virus. On March 19, 2020, the government of Argentina enacted Urgency Decree #297/20, ordering a national mandatory quarantine effective from March 20, 2020 until March 31, 2020.”

    https://ceo.ca/@newswire/ssr-mining-announces-temporary-suspension-of-puna-operations

      Mar 21, 2020 21:15 AM

      (MND) (MNDJF) Mandalay Resources Corporation Provides Statement on COVID-19 and Management Controls in Place

      20 Mar 2020

      https://ceo.ca/@nasdaq/mandalay-resources-corporation-provides-statement-on

        Mar 21, 2020 21:17 AM

        (MYA) Maya Gold & Silver Provides Update On Business Continuity Plans In Response To COVID-19

        20 Mar 2020

        https://ceo.ca/@nasdaq/maya-gold-silver-provides-update-on-business-continuity

          Mar 21, 2020 21:19 AM

          (FSM) (FVI) announces temporary suspension of activities at the Lindero Project

          20 Mar 2020

          “Fortuna Silver Mines Inc. announces that in the evening of March 19, 2020, the Government of Argentina declared effective at midnight a period of mandatory national “social isolation” in relation to COVID-19, effective until March 31, 2020. The Company is proceeding to orderly and safely demobilize its workforce at the Lindero gold Project in Salta Province, Argentina, in accordance with the Executive Order and the processes implemented for this purpose by the Provincial Government of Salta.”

          https://ceo.ca/@nasdaq/fortuna-announces-temporary-suspension-of-activities

            Mar 21, 2020 21:23 AM

            (MUX) McEwen Mining Provides Operations Update and Withdraws Production Guidance Due to COVID-19 Pandemic

            20 Mar 2020

            “The government of Argentina has declared a state of emergency and imposed a nationwide mandatory quarantine starting today to reduce the spread of COVID-19. As a result, our 49%-owned San José mine has temporarily halted operations effective today, through at least March 31, 2020. ”

            “Work at the Los Azules copper project in Argentina is also suspended until further notice.”

            “With the confirmed presence of COVID-19 in the Timmins region, our Black Fox operation is implementing numerous safety measures in addition to very strict site access and employee screening measures already in place: all non-essential staff and second-in-command managers will be working from home.”

            https://ceo.ca/@nasdaq/mcewen-mining-provides-operations-update-and-withdraws