Weekend Show – The Bond Bear Market Is Global, Here’s Where Investors Need To Focus
Welcome to the KE Report Weekend Show! On this weekend’s show we focus primarily on the historic bond bear market while also considering geopolitical factors. We stick to what matters for investors when it comes to finding sustainable bull market moves.
Please go back through the week to listen to the Daily Editorials and Company Updates. Let us know what you think of our guests and companies we featured throughout the week by emailing us – Fleck@kereport.com and Shad@kereport.com.
- Segment 1 and 2 – Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of the Marc to Market website kicks off the show by sharing his insights on the spike in yields, how it has impacted currency markets, including gold, and if upcoming economic data actually matters to markets any more.
- Segment 3 and 4 – Peter Boockvar, CIO at Bleakly Financial Group and Editor of The Boock Report on Substack wraps up the Weekend Show by discussing if the bond market is impacting central bank policy and how he is viewing geopolitical fears as market drivers. We look at the gold market, housing data and US markets, including large cap tech stocks.
YUPPERS! Silver junior explorers look like they are ready to bust out Bigtime. There is nothing like a major BUST OUT, right buzz! BUST, BUST, BUST OUT! LOL! DT 🙄😍
Michael Oliver on KWN calling for 2550 to 2600 gold in the next couple of months. If wrong, he thinks gold will be even higher. Sounds crazy to me but let’s hope.
If the fraudulently set paper price of metals is released to go up, it makes sense there would be a big pop after years of price suppression by Central Banking. Of course, We can expect to see the Bullion Banks and Hedge Funds leading the way as they can somewhat “know” when the transition occurs as they were key players in intervention. All you have to do is see where Regulators and law makers (Congress) show an interest in doing their jobs.
Lake:
There is fraud, manipulation, extortion, coercion, crime in the markets, always has been always will be. You can’t change human nature especially when financial profit or gain is involved, you can only hope that the system will crash and cleanse itself for a short period of time until the games begin again. Your outlook doesn’t change, and neither will the system. When the machines take over and advance their agenda it won’t matter anymore. Like Al Capone said, “I don’t trust the markets they are all rigged” if anyone should know he should, and he’s been dead for eighty years. You can lead a horse to the watering trough……………! DT
DT: you can’t stick your head in the ground and hope it self destructs. These are World Markets and not all investors desire to see the system destroyed with criminals the only beneficiaries of corruption. Laws, regulations, statutes, procedures have all been created around past corrupted behavior. Why start from scratch and let acceptance transfer wealth to those that are never going to change until forced to change with legal restrictions. What makes you think a criminal will stop on his own initiative or that a Regulator will do his job if the process is corrupt. Corrupt systems never self correct.
My message will not change until the playing field is leveled. If it is never leveled, I lose more by remaining silent than by accepting an undemocratic process in a democratic country. At what point do you draw the line …how many freedoms do you think we should give up before acting. That is the message that has to be repeated and repeated until the “people who wish to be free “ act and correct it by enforcement of law, regulation , statute and procedure so that those that wish fairness, achieve it as much as is possible. We have corruption over time due to those that believe it is a cost of doing business and it is not. It is a symptom of the loss of freedom.
Lake:
It’s not me who has his head buried it’s you, you refuse to realize that corruption is part of the human condition if you think it will change dream on pal, because you don’t understand how humans think and react. DT
As an example, maybe DT himself uses the KER for his own little pump and dump schemes.
Grumble, you are a real thinking filter, a perfect example of what I have been talking about. DT 😉
I have been on this site from the beginning.
And IMO….DT…is not a pump and dump……
I have been here before Cory and Ex..🥸
Hi Jerry, thanks for setting the record straight. DT
You are welcome… glad to help
Hi guys. I just wanted to say I’ve always personally appreciated when anyone here, be it DT, or Lakedweller2, or anybody discusses which resource companies have their attention, either for trading, holding longer term, or just doing some research and sharing ideas. That is what this forum is all about.
I’ve never got the impression from anyone that they are “pump n’ dump” folks, as the reality is that all of the resources stocks be they gold, silver, copper, lithium, uranium, oil, nat gas, fertilizers, whatever are ultimately trades in a very cyclical and volatile sector. Most of them are lit matches… where they shine for a while and then dim again, and the money to be made is catching those swings in sentiment and price action while they are happening.
Again, we really appreciate all the company ideas we receive on the blog, in emails, or in discussions with our guests as starting off points. None of these company picks are financial advice, and ultimately everyone needs to do their own homework, due diligence, and figure out which ones may look appealing based on their own unique investing criteria versus the current risk/reward setup.
Ever Upward!
Hi OOTB! Yes, you and Irish have been on the KER site longer than almost anyone (including Cory & I) and were the original welcome wagon here on the forum. Cheers amigo!
EX…. thanks for the follow up
https://tinyurl.com/436dmaz9
NatGas Week: Pull Back
Turn Possible!
Another post went to the trash dump.Would appreciate if you guys could find my Rant back to DT above so I have an improved feeling happiness.
Found your post in the automated hold cue… and released it.
A.I. can still be overridden by humans… for now…. 🙂
Thanks EX for finding my fat finger document again.
Along these lines of where we are in the “intervention” of Central Bank spectrum, Andy Maguire has a good bunch of comments on Live From The Vault that is posted on Gata.org… currently first article up.
The stock market is a strong sell vs gold…
https://stockcharts.com/h-sc/ui?s=%24SPX%3A%24GOLD&p=W&yr=5&mn=6&dy=0&id=p73614578359&a=1491330433
Bob Moriarty – 2nd Phase Of Crash Has Started
Liberty and Finance – October 11, 2023
INTERVIEW TIMELINE:
0:00 Intro
2:00 Israel conflict
6:00 Financial consequences
12:38 2nd phase of stock crash
16:40 Gold & silver
22:40 Chicken story
25:00 Last thoughts
Markets Have Suffered A ‘Sea Change’
Jesse Felder – The Felder Report (10/21/2023)
Along the corruption line, there is a good JP Morgan legal fees article that is currently first up on wallstreetonparade.com
Almost missed it but there is another article about 4th down on gata.org about “Naked Short Selling” and it being the biggest scandal in history. (What about Central Banking). Piece by piece it begins … maybe somebody (like a lot of somebodies) go to jail.
Lake:
What you don’t understand and what the mafia has figured out since the introduction of the Rico laws is that their leaders could have made more money in legitimate business (the front-with no risk) than operating in the shadows of the underworld. Somehow you will never see that connection your brain won’t allow itself to expand. LOL! DT
I see JP Morgan …
Yes, but you aren’t street smart. All the education in the world is useless unless you are street smart. DT
I used to put Street Smart people in jail …should have ask them how that happened.
That is funny Lake. It’s hard for those street smart people to keep their story straight when asked to repeat the lie they told the day before.
The housing winter arrives early as existing-home sales crash to Great Recession levels and the long-feared ‘deep freeze’ sets in
Sydney Lake – Fortune – Fri, October 20, 2023
“After a long, hot summer that saw mortgage rates creep ever higher, October has brought an early winter for the housing market. Existing-home sales dropped a stunning 15% in September on a year-over-year basis to a seasonally adjusted annual rate of 3.96 million transactions, according to the National Association of Realtors (NAR). That’s the lowest figure in 13 years, since 2010, when the world economy, and particularly the U.S. housing market, were struggling to pull out of the Great Financial Crisis.”
“Contributing factors to the continuous decline in home transactions include surging mortgage rates (which just hit 8% this week—a record in the 21st century), low inventory levels, and home prices that refuse to stop rising. In other words, there aren’t enough homes to buy, money isn’t cheap anymore, and the ones for sale are too rich for most homebuyers’ blood.”
https://finance.yahoo.com/news/housing-winter-arrives-early-existing-203029882.html
M&A To Explode In 2024 As Roughly 1,200 Companies Are Expected To Run Out Of Money
Luisa Beltran – Fortune – Fri, October 20, 2023
“IPOs and mergers could rebound next year when roughly 1,200 companies are expected to run out of money, according to executives at the AlphaMarket Growth Summit.”
https://www.yahoo.com/finance/news/m-explode-2024-roughly-1-114241270.html
Last night I watched an old episode of The Twilight Zone. Earth had been invaded by aliens, but they hadn’t revealed themselves. The aliens discovered that if they played on the human’s fears, they would destroy themselves. A fitting analogy to the way our world is headed today. DT
Thanks for the suggestion of District Metals Lake. I am sort of fixated on NA uranium explorers at the moment. Finding most have relatively high MC’s at this point.
So Jon Syl. Now our lack of posts during a gold pop is your latest schtick. Bottom line is you could have made good coin playing each bounce in gold which ironically coincided with every Joe SELL SELL SELL rant. That is undeniable and supported by the facts.
Right on Wolfster. It is now time for some serious upside action that will improve in strength and consistency after 2024 begins.
I still maintain that the big move up in stocks over the last year was a counter trend move and not the start of a new uptrend or continuation of the long term bull market but either way, stocks now look intermediate term bad which will be supportive of the gold space.
Stocks are an easy SELL SELL SELL especially when priced in real money.
QQQ:
https://stockcharts.com/h-sc/ui?s=QQQ&p=D&yr=1&mn=1&dy=0&id=p49732843914
Amazing the fixation bag holders have with someone like Joe and his ridiculous calls, or with the cartels, crooked bankers, you name it to cope and hope.
You’re the most amazingly fixated bagholder here. I, on the other hand, am happily exactly where I want to be which has proven impossible for you to cope with.
https://tinyurl.com/436dmaz9
NatGas & Gold Update
Stocks have turned ugly, fugly when priced in real money…
https://stockcharts.com/h-sc/ui?s=%24COMPQ%3A%24GOLD&p=W&yr=7&mn=3&dy=0&id=p43915528964&a=942653924
Evil Pfizer has been cut in half but has a long, long way to go…
https://stockcharts.com/h-sc/ui?s=PFE&p=Q&yr=45&mn=0&dy=0&id=t2293227901c&a=1103203226&r=1698046039482&cmd=print
The future may very well be bright for NVDA but it still has a long way fall first. Note the weekly close below its 25 week MA. The last time that happened was the first week of January when it traded around $140.
https://stockcharts.com/h-sc/ui?s=NVDA&p=W&yr=3&mn=7&dy=0&id=p07350096580&a=1441148417
TLT is extremely oversold vs gold but that doesn’t mean it can’t get worse.
https://stockcharts.com/h-sc/ui?s=TLT%3AGLD&p=W&yr=5&mn=0&dy=0&id=p64854868072&a=1211117321
Who wants to buy Tesla? Think twice…
https://stockcharts.com/h-sc/ui?s=TSLA&p=W&yr=3&mn=11&dy=0&id=p16559152112&a=1346434377
China is restricting exports of graphite, and they are the world’s supplier. DT
ok good news…the gold miners average reflected in gdx just passed a test…on both weekly and day chart key support held…on day price bounced from the 14 ema and did not make it down to the OUL,oscillator unchange line…on week chart the oul acted as support….as long as this test holds it is very favorable price action and shows buyers control….the oul charts a ballistic path of price which is the optimal path…glta
Gold is textbook bullish following a perfectly normal correction that lasted almost 6 months. It jumped 10% immediately after getting close to its 200 week MA and its parabolic trend just flipped long after over 20 weeks short. The 50 and 200 week MAs are bullish. The 50 was 25% above the 200 over 2 years ago but recently came within 3% and the two are rising at a “healthy” rate. The 2 weeks recently spent below the June and August lows was fractally similar to last year’s dip below the lows of March and August 2021. Both were nothing more than final shakeouts.
https://stockcharts.com/h-sc/ui?s=%24GOLD&p=W&yr=4&mn=3&dy=0&id=p44891023026
/GC does still look like it is set up w an ABCD down in the 4 hour fractal…..I am not betting on it…..no big deal that is a normal intra day correction testing the OUL on weekly chart…..maybe last time to buy during this pre-market crash window….eg latter, in next few/several months…in 2024…..A good opportunity to add some /GC futures to the mix…..glta
https://www.youtube.com/watch?v=7WN1mNBVHGg
Michael Boutros : Technical Analysis
02:33 – US Dollar (DXY)
11:20 – US Treasury Yields (10Y&2Y)
43:28 – Gold (XAU/USD) [Good!]
51:43 – Crude Oil (WTI)
Crescat Gets Activist on Gold & Silver #141 – Updates
Oct 20, 2023
0:00 Introduction
1:11 Kevin Smith Macro
9:29 Tavi Costa Macro
36:26 Quinton Hennigh Introduction
53:30 Snowline Gold Update
1:05:29 Goliath Update
1:10:37 Nevada King Update
1:13:31 Lion One Update
1:15:51 Eloro Resources Update
1:18:37 Puma Exploration Update
1:20:37 Northern Superior Update
1:23:35 Condor Resources Update
1:27:22 Core Assets Update
1:31:22 Conclusion
https://www.youtube.com/live/cA_feCnq7-U?si=PThDKma9GwkzSh6e&t=3938
Crazy Days – While geopolitical tensions are grabbing the headlines and helping to send gold and silver higher, there are powerful underlying fundamentals also at work.
Golden Opportunities – Brien Lundin (10/23/2023)
“If gold can withstand the inevitable sell-off once tensions ease, these monetary factors point toward much higher prices in the end.”
“A lot of strange things are happening in the markets these days. Consider, for example, how gold rocketed higher last week even as Treasury yields soared. Yet today, yields are lower — as is the Dollar Index — yet gold is also trading down.”
“Supposedly inversely related assets are trading in sync, while positively correlated investments are running away from each other. It all reminds me of this scene from ‘Ghostbusters:'”
“Dogs and cats living together…. mass hysteria…”
“I’m not quite to the point of looking out the window for the Stay Puft Marshmallow Man stomping down the street, but I’m not far from it.”
“Perhaps the most notable and sustained characteristic of these markets, however, has been how gold has generally been rising directly in the face of soaring yields, both nominal and inflation-adjusted.”
“Consider this chart recently posted on Twitter/X:”
https://enews.jeffersoncompanies.com/q/3NA9L-isKI7csnuiO88y8dis471LDlcan_KyAW2uWKJFV6KQA1snP4jUk
So many of the critical elements and rare earth resources are tied to China’s hip, the west has been asleep at the switch and China will start denying countries who oppose them access to materials that are critical to a modern economy that they have control over. Look at graphite, The Chinese are limiting supplies, the noose is tightening on graphite after December 1st, 2023, but this is just a warning shot across the bow.
The West is a ship of fools that has anchored itself in the belief that they are still in charge. Nothing destroys individuals or countries more than the belief you have the high road. DT
Gary Wagner calling for sustained strength in gold, so long as peace talks remain elusive. Kootenay Silver had a good day