Friday, August 10, 2018

Wolf Richter, Bill Murphy, Chris Waltzek Ph.D. & Robert Ian - Aug. 10th, 2018 - Goldseek.com Radio ©2005-2018. A Spina-Waltzek Production-©2005-2018 http://radio.goldseek.com/ Royalty free music from Google Play. Disclaimer: this show is presented as informational content only. Consulting first with a registered financial advisor before investing is advisable.

Aug. 10th, 2018
(S13-E656)
Featured Guests
Gerald Celente &
Wolf Richter
Guest order - alphabetical



Show Highlights
  • Wolf Richter, founder of WolfStreet.com holds silver in his investment portfolio and advises investors to buy and hold PMs in anticipation of the next uptrend.
  • The duo make cautionary comments on the harrowing California wildfires; the 3 county raging inferno is now the largest on record, a "National Disaster."
  • While some pundits have blamed lack of water as a key catalyst, local authorities note ample water supplies.
  • Arid conditions, foliage overgrowth and urban sprawl in remote, fire-prone forest regions are the most likely culprit.
  • Strong GDP numbers were released last week; the U.S. economy grew at 4.1%, however our guest notes that the figure is volatile.
  • Some analysts hold to the thesis that 2019 could witness a domestic recession as the flattening yield curve suggests inversion as soon as 2019.
  • Our guest sees sunnier economic prospects citing the robust domestic manufacturing / transportation / service / housing sectors.
  • Firms are accumulating raw goods and inputs ahead of proposed trade tariffs, making the trucking / transportation sectors remain extremely strong.
  • Wolf Richter thinks the strength could buoy national output, lowering the odds for an economic downturn for the time being.
  • Wolf Street includes a city-by-city review of the Case Shiller Housing Index, illustrating that the most frothy areas have significantly eclipsed 2006.
  • Housing Bubble 2.0 could be unfolding due in part to HUD and related agencies underwriting the bulk of mortgages (50%), with required downpayments as low as 3.5% to secure a loan, far under the traditional 20%.
  • Bill Murphy of GATA.org notes precious metals investors will ultimately be rewarded for their patience amid the typically slow "Summer Doldrums."
  • Gold prices tends to perk up as the holidays approach, including Christmas, Hanukkah, Diwali in India and China's New Year festivities.
  • Fed officials' actions speak volumes - following 7 recent rate hikes since 2015 and two more to go in 2018.
  • By pressing the economic brakes, the plan is to stem runaway inflation.
  • The EU economic ministers and many major competitors seek to halt QE operations and begin raising rates, putting the US dollar under pressure.
  • Signs of inflation are already appearing in the commodities sector vis-à-vis WTIC oil and the CRB indexes, both near multi-year record prices.
  • In Caracas Venezuela, a dozen eggs costs nearly $3,000,000 Bolivars amid 1 million percent inflation.
  • Just a year ago, the same dozen eggs required only $3 Bolivars, a petrie dish example of hyperinflation south of the border, but still less than Zimbabwe.
  • In response to threats from Washington regarding tariffs on all $500 billion in China's US imports, officials could use the so called "Nuclear Option."
  • While US policymakers play tough using dollar hegemony to level the field in global trade, tariffs sharply increase prices for the working / middle classes.
  • Key takeaway point - if homeowners knew when the lightning bolt / flood / earthquake or fire would hit, there'd be no need for insurance premiums; in similar fashion, investors are advised to procure portfolio insurance, i.e., gold / silver while still at discounted prices.

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Guest Bios
Wolf Richter
WolfStreet.com
WolfStreet.com founder, Wolf Richter makes his show debut with cautionary comments on the US domestic economy. In his cynical, tongue-in-cheek manner, he muses on WOLF STREET about economic, business, and financial issues, Wall Street shenanigans, complex entanglements, and other things, debacles, and opportunities that catch his eye in the US, Europe, Japan, and occasionally China.
WOLF STREET is the successor to his first platform…
…whose ghastly name he finally abandoned in July 2014. Here’s the story on that.
Wolf lives in San Francisco. He has over twenty years of C-level operations experience, including turnarounds and a VC-funded startup. He has a BA, MA, and MBA (UT at Austin).
In his prior life, he worked in Texas and Oklahoma, including a decade as General Manager and COO of a large Ford dealership and its subsidiaries. But one day, he quit and went to France for seven weeks to open himself up to new possibilities, which degenerated into a life-altering three-year journey across 100 countries on all continents, much of it overland, that almost swallowed him up.
BIG LIKE: CASCADE INTO AN ODYSSEY, the travel memoir of an almost regular guy who gets totally unstuck in Tokyo.
Website: click here.

Bill Murphy
GATA.org

Bill Murphy, GATA Chairman
Murphy grew up in Glen Ridge, N.J., and graduated from the School of Hotel Administration at Cornell University in 1968. In his senior year he broke all the Ivy League single-year pass-receving records. He then became a starting wide receiver for the Boston Patriots of the American Football League. He went on to work for various Wall Street brokerage firms and specialized in commodity futures. He began as a Merrill Lynch trainee and went on to Shearson Hayden Stone and Drexel Burnham. From there he became affiliated with introducing brokers and eventually started his own brokerage on 5th Avenue in New York. He now operates an Internet site for financial commentary, www.lemetropolecafe.com.

Friday, August 03, 2018

Peter Eliades, Arch Crawford, Chris Waltzek Ph.D. & Robert Ian - Aug. 3rd, 2018 - Goldseek.com Radio ©2005-2018. A Spina-Waltzek Production-©2005-2018 http://radio.goldseek.com/ Royalty free music from Google Play. Disclaimer: this show is presented as informational content only. Consulting first with a registered financial advisor before investing is advisable.

Aug. 3rd, 2018
(S13-E655)
Featured Guests
Peter Eliades &
Arch Crawford
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Show Highlights
  • Arch Crawford, head of Crawford Perspectives for 41 consecutive years, outlines his technical perspective on the global financial markets.
  • Regarding the gold market, our guest views $1,200 gold as solid support, which must hold if the bull trend is return with gusto.
  • Arch Crawford maintains that every investment portfolio should include a gold / silver safety net to guard against lost purchasing power and financial crises.
  • While the long-term uptrend remains intact in the US equities market, Arch is using near-term weakness as an opportunity to double up on his short position.
  • This "might be the top" of the market, according constellation analysis, a "disaster" of epic proportions could befall the financial markets.
  • Money flows continue to pour into US equities due in large part to recent Fed rate hikes, which make dollar denominated assets and higher rates competitive.
  • Early in 2017, Goldseek.com Radio and The Alpha Stocks Newsletter alerted patrons to the Bitcoin rally at around $900, holding firm until around $10,000.
  • Arch Crawford's newsletter noted the precise $20,000 Bitcoin peak in December.
  • He's watching for buying opportunities during pullbacks. Given that many analysts view Bitcoin as moving 5x's the typical market.
  • Once the bottom is firmly in place, the typically positive fall season could encourage bulls to push the BTC price above $10,000.
  • The Redding California blaze, tragically accounted for hundreds of lost homes, many lost lives and 40,000 evacuations.
  • The host contacted California authorities, suggesting that mandatory regulations include metal / concrete roof tiles to curb fire tragedies.
  • More than half of the hundreds of homes lost could be averted as the fire typically spreads from roof to roof.
  • By simply changing from highly flammable tar roofing to the suggested materials, insurance companies could offer rebates for safer tiling.
  • State / federal policies could be enacted to insure that every home receives the needed upgrade regardless of income level.
  • Much of future infernos could be avoided by slowing the advance of the blaze and gaining precious minutes for firefighters and aerial support ample time.
  • The host proposes another unique firefighting concept - local / state authorities could purchase heavy duty, yet lightweight, fire resistant mylar sheeting.
  • Sheet rolls could be distributed to every house in each neighborhood.
  • Authorities could issue a siren alert advisory that would instruct / train neighbors to collaborate by unrolling the sheets over each house, thereby averting much of the destruction, particularly in areas most remote from firestations, low water flow areas and high risk hotspots.
  • Peter Eliades of Stockmarket Cycles, returns with technical insights on the financial markets.
  • His cycles work agrees with that of Arch Crawford, a significant stock market peak may be in place.
  • Rydex Bearish Funds indicate investors are the least bearish in twenty years, suggesting the herd is extremely ebullient, flashing an overbought signal.
  • Our guest notes it may be prudent for more active investors to consider placing protective sell stops below profitable equities positions.
  • The price declines could exceed the expectations of all but the most ardent bear.
  • The FOMC met today to determine the benchmark overnight lending rate – current FFF indicate 90% probability of a hike at the meeting slated for Sept.
  • The Dec. meeting shows strong prob. 63% of a second quarter point rate hike.
  • Domestic exports rose 9.3 percent, driven in part by increased soybean shipments due to the new trade policies.
  • One media source noted a soybean farmer in Pleasantville, Iowa where the soybean exports increased more than 50 percent in May from a year earlier as trade tensions led foreign buyers to stock up on American products.

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Friday, July 20, 2018

Gerald Celente, Arch Crawford, Chris Waltzek Ph.D. & Robert Ian - July 20th, 2018 - Goldseek.com Radio ©2005-2018. A Spina-Waltzek Production-©2005-2018 http://radio.goldseek.com/ Royalty free music from Google Play. Disclaimer: this show is presented as informational content only. Consulting first with a registered financial advisor before investing is advisable.

July 20th, 2018
(S13-E653)
Featured Guests
Gerald Celente &
Bill Murphy
Please Listen Here


Show Highlights
  • Head of the Trends Research Institute, Gerald Celente expresses concerns over the potential for a showdown of epic proportions in the Middle East.
  • Extreme tensions in the region could ignite the crude oil market, sending price per barrel soaring while sparking a stampede into the precious metals sector.
  • The theme could benefit gold shares as well, according to the work of Seabridge Gold CEO, Rudi Fronk, who notes peak gold is in place.
  • Barrick Gold CEO noted that the ailing quality of gold quality ore and lessened production levels combined with few major new gold discoveries and lengthy time to production, bodes well for the gold price.
  • The expert close-combat practitioner examines the nascent global trade war, sparked by the 2018 US trade tariffs.
  • While policymakers applaud record unemployment rate, when adjusted for inflation the real employment wage lags price increases.
  • Low wages hampers the disposable income of the masses and widening the gap between the wealthy and the hoi polloi beyond any Industrial nation, worldwide.
  • US share prices may be overextended, as the initial tax cuts behind much of the recent rally unwind and only a handful of key stocks in the tech sector.
  • The FANG stocks continue to lead the indexes higher.
  • The discussion concludes with strategies for personal protection and close combat - Gerald Celente suggests a free online resource for individuals interested in self-protection, Attackproof.com.
  • Bill Murphy of GATA.org notes precious metals investors will ultimately be rewarded for their patience.
  • An endgame scenario is unfolding in the financial markets that could result in an explosive move higher for safe haven assets.
  • As long as US equities remain the risk-off trade, du jour, the PMs may remain in a cyclical trading range.
  • The nascent trade skirmish has already impacted the housing sector.
  • Import taxes on Canadian lumber have increased the cost of new home construction domestically by $9,000 per unit.
  • The additional expense is passed along to the home purchaser.
  • Already desperate domestic farmers are finding it even more challenging to make financial ends meet, amid soybean tariffs on Asian imports.
  • The key impact of tariffs could be stagflation, as higher prices stifle global economic output while encouraging price hikes.
  • A final warning from a US ally echoes the sentiments of history - when trade halts between national borders, more often than not, military boots cross.
  • I.e. a trade war could ignite a global military skirmish.
  • While the looming threat continues to boost US defensive and security share prices, ultimately PMs will benefit from the dual risk of insidious inflation / economic stagnation and global conflict.

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