Friday, November 30, 2018

Peter Schiff, Bob Hoye, Chris Waltzek Ph.D. & Robert Ian - November 30th, 2018 - Radio. A Spina-Waltzek Production-©2005-2018 Royalty free music from Google Play. Disclaimer: this show is presented as informational content only. Consulting first with a registered financial adviser before investing is advisable.

Nov. 30th, 2018
Featured Guests
Alasdair MacLeod & Arch Crawford

Show Highlights

  • Peter Schiff, head of SchiffGold,Euro Pacific Capital, and Euro Pacific Gold Fund (EPGFX) joins the show from his vacation office in tropical Crypto-Rico, where air conditioning service, not heating is the chief concern today.
  • Key takeaway - gold is building a base that will likely culminate in new record prices, from $2,000 - $5,000 and under extreme conditions, $10,000+.
  • Part I. of the talk includes key topics: PMs, US Equities Bear Market, Crude Oil and general commentary on the US economy.
  • The guest / host outline their thoughts on how to "Make America Great Again," via a coordinated revamp of the current tax structure and encouraging private charities.
  • The design set forth by the original Scottish Church charities for widows / orphans over 250 years ago, remains a most productive charitable system.
  • Part II of the discussion involves an in-depth debate on the merits / challenges facing cryptocurrency market investors, slated for next week.
  • Our guest notes that gold reached a bear market nadir in 2015 and is building a base for a new bull run.
  • Conversely, the US equities market could be entering bear market territory.
  • Given that an economic downturn is overdue by several years, both the guest and host concur, 2019 will likely register two quarters of declining US GDP.
  • 2019 could register the firstofficial recession in one decade.
  • The big wild card remains the upcoming G-20 showdown between the US POTUS and China’s Jinping.
  • The G-20 summit takes place in Argentina, where leaders will negotiate to resolve trade tensions.
  • The United States could tariffs on 25 percent on $200 billion of Chinese imports on Jan. 1 from 10 percent currently, unless U.S. concerns are resolved at the summit.
  • China, a large gold buyer, has suffered economically from tariffs, in particular industrial manufacturers and suppliers.
  • Whereas US pundits note that the balance of power in the trading arena has been so skewed against the US for so many decades that tariffs might be necessary.
  • Market watchers hope for improved relations between the two global economic superpowers, which would likely put a floor under equities.
  • Investors continue to pour funds into the The SPDR Gold ETF (GLD) as a hedge against what could be a new bear theme in US equities.
  • GLD has seen a surge in assets over the last month; the largest gold ETF received $600 million, a sizable one month increase.
  • GLD ETF recorded big interest from investors in October due to rising market volatility, with $472.3 million in inflows for the calendar month.
  • The Fed is approaching the end of its rate tightening cycle, with the ECB announcing plans to begin quantitative tightening.
  • Many markets priced to near perfection for at least 12 months, against the backdrop of employment and inflation at multi-decade lows.
  • Today the Fed Chairman Powell gave a key speech on the latest FOMC meeting minutes.
  • Current FFF contracts at the CBOE indicate Fed policymakers will hike rates once more this year, next month and at least 3 three more hikes in 2019.
  • The PMs markets could receive trillions of dollar from pensions funds that have less than a fraction of one percent in the yellow metal
  • Nick Barisheff of Bullion Management Group is recovering from an illness; please forward get-well messages to Marty,
  • In Part I. of this discussion with Bob Hoye of Institutional Advisors includes a startling sea change in attitude towards the PMs sector.
  • After years of bearishness, Bob Hoye announced the potential for an epic GOLD RUSH on the horizon in the PMs sector, in particular, the mining shares.
  • Lower expenses and deflation in typical shares enhance their appeal of PMs equities to the benefit of shareholders.
  • 10 million percent inflation is expected in Venezuela, as forecasted by the IMF in a Reuter's article on
  • Today, $300,000 could soon be required to purchase a $3 loaf of bread, just 2 years earlier and a gold coin $120,000,000 or $120 million!
  • Parallels are drawn between the numerous inflationary fiasco's from the genesis of civilization until today, including Ancient Greece, Rome, China.
  • 100 years of inflation occurred during the 1700's in France, perhaps best illustrated by the easy to read, Fiat Money Inflation in France (White, 1876),
  • In the last century, hyperinflation ravaged the economies throughout Europe as well as Zimbabwe.
  • Today Venezuela is unraveling amid runaway inflation, and Argentina is on the cusp of hyperinflation at 32%, while Brazil is on the inflation watchlist.
  • Just as gold and silver shielded purchasing power millennia hence, the perfect panacea for hyperinflation today remains PMs investments.
$729 Neighborhood
Fire Shield
Poor Richard
PDF File
This brief paper outlines an economical solution to the perennial inferno-problem plaguing California, resulting in tragic-fatalities and billions of dollars in property damages.While the valiant efforts of fire fighters improved conditions, still approximately 100 lives and 12,000 structures were lost in the November 2018 Paradise CA blaze. The research suggests that a fail-safe option could significantly improve conventional fire fighting methods. The$729 Firezat home shield represents an inexpensive, practical and mobile neighborhood fire-defense of last resort.
$729 Neighborhood Fire Shield
The 2018 California infernos were the most devastating on record, registering "National Disaster, status." In Paradise CA alone, over 10,000 homes and 12,000 structures were lost, virtually the entire town. An earlier 2018 blaze in Redding CA resulted in hundreds of lost homes, many tragic fatalities and 300,000 evacuations. While some pundits blamed inadequate water resources as a key issue in combating the wild fires, local authorities countered that ample water was available. The more likely culprits cited were: arid conditions, foliage overgrowth and urban sprawl in remote fire-prone forest regions.While the valiant efforts of fire fighters saved numerous lives, over 12,000 structures were still lost (figure 1.1.). Although home insurance is a relief for some victims, delays in payouts and difficulty finding temporary dwellings can be devastating. In addition, jobs losses magnify distress; temporary living arrangements tend to be a haven for nasty viruses and bacterial infections, a key factor for seniors and those with distressed immune responses. Stories continue to emerge of formerly wealthy families who lost thousands and even millions in cash / jewelry / bullion / artwork, most of which was not coverable by typical insurance policies. Clearly a fail-safe option is required to assist conventional fire fighting methods. At the heart of this simple proposal, the inexpensive Firezat shield represents a remarkable product that has proven its worth through the years by forest management and fire fighting professionals.

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Guest Bios
Bob Hoye
Institutional Investors

With a degree in geophysics and a number of fascinating summers in mining exploration, one winter in "the bush" quickly led Bob into the financial markets. This included experience on the trading desk and in the research department of a large investment dealer, which led to institutional stock and bond sales.
Bob's review of financial history provided the forecasting models designed to anticipate significant trend reversals in the sometimes alarming volatility typical of the transition from rampant speculation in tangible assets to fabulous speculation in financial assets.
In anticipation of the latter opportunity, a monthly publication for financial institutions was started in January 1982.
This competently covered the stock market, the yield curve, credit spreads as well as metal and energy prices.
In 1998 the Institutional Advisors website was started as a forum for unique and reliable financial research.
Website: click here.

Peter Schiff
Schiff Gold
Peter Schiff President & Chief Global Strategist
Peter is one of the few investment advisors to have correctly called the current bear market before it began and to have positioned his clients accordingly. As a result of his accurate forecasts of the mortgage meltdown, credit crunch, and decoupling of commodities, precious metals, and foreign markets from the U.S. Dollar, he has become a sought-after economic commentator on a range of investment topics. Peter delivers lectures at major economic and investment conferences, and is quoted often in the print media, including the Wall Street Journal, New York Times, L.A. Times, Barron’s, BusinessWeek, Time and Fortune. His broadcast credits include regular guest appearances on CNBC, Fox Business, CNN, MSNBC, and Fox News Channel, as well as hosting a weekly radio show. As an author, he has written four best-selling books, including his latest: " Crash Proof 2.0: How to Profit from the Economic Collapse" and "How an Economy Grows and Why It Crashes."
Schiff Gold: click here.

2018 Archives

Sunday, November 25, 2018

Alasdair MacLeod, Rob Kirby, Chris Waltzek Ph.D. & Robert Ian - November 23rd, 2018 - Radio. A Spina-Waltzek Production-©2005-2018 Royalty free music from Google Play. Disclaimer: this show is presented as informational content only. Consulting first with a registered financial adviser before investing is advisable.

Nov. 23rd, 2018
Featured Guests
Alasdair MacLeod & Arch Crawford

Show Highlights
  • Head of Research at GoldMoneyAlasdair MacLeod makes his show debut on Thanksgiving Day, 2018.
  • Listeners are encouraged to bookmark his weekly commentary at Goldmoney Insights.
  • The Bank of England (BoE) refused to honor its custodial arrangement and return 14 tonnes of gold held on behalf of Venezuela (MacLeod, 2018).
  • Standard anti-money laundering concerns were cited as the chief reason for the refusal.
  • The fact that the lenders of last resort within the central bank cartel are experiencing dissent among the ranks could send reverberations.
  • Actions by the BoE illustrate that the system based on transparency is flawed amid such unanticipated opacity in the financial system.
  • If central banks cannot even maintain trust within their own ranks, how exposed is the typical investor to rehypothecation, confiscation.
  • Alasdair MacLeod notes that sovereign gold ownership has now morphed into a geostrategic challenge within the global economic arena.
  • Russia is rejecting the US dollar as the de facto reserve currency, opting instead to procure gold and silver bullion for a new sound-money currency.
  • President Putin also directed the accumulation of the largest strategic silver stockpile, worldwide.
  • China may have quietly accumulated the largest stockpile of gold in the world in anticipation of a gold backed Yuan, up to 25,000 metric tons.
  • China's hypothesized total of 40,000 ton stockpile plus the hastily growing reserves of Russia are viewed as a hedge against sanctions.
  • Our British guest wraps up the discussion with an eloquent review of the Brexit situation from ground zero.
  • Arch Crawford, head of Crawford Perspectivesfor 41 consecutive years rejoins the show.
  • Our guest advises investors to hold a core position in gold, which could develop a base near current levels.
  • A close above $1,370 would indicate a sign of pent-up bullish demand.
  • Arch Crawford has closed all long positions in US equities and is holding short-term index puts, in case the current consolidation breaks support.
  • The host proposes a 20% correction is a most likely outcome if recent weekly lows are breached.
  • If equities hold support in 2018, next year is expected to lead to new record levels and the epic selloff will be delayed until 2020.
  • Key reasons for the equities downturn include quantitative tightening (QT) where Fed officials are reversing the decades-long constrictive rate policy.
  • Financial history is replete with tales of failed tariffs that rarely bode well in the long-term for countries that adopt the sanctions.
  • Such Fiscal policies attract rent-seeking behaviors that typically line the pockets of political allies, doing little to improve overall economic welfare.
  • The host proposes that corporate officers prepared for imminent tariffs by accumulating key strategic resources.
  • The resulting significant price increases, inadvertently ignited a US equities market advance.
  • Now that corporate warehouses are fully stocked with requisite resources inelastic demand is yielding to more elastic conditions.
  • Tariffs are de facto inflationary resulting in higher prices across the economic spectrum, to the detriment of working / middle class citizens.
  • Two previous failed experiments in US trade tariff policy include, "The Tariff of Abominations of 1825," and the 1930 Smoot-Hawley Trade Tariff Act.
  • Officials are advised to proceed cautiously with the current trade tariffs to avoid a crushing global economic contraction.
  • Last Thursday news that United States and China increased efforts to resolve lingering trade disputes, according to a Financial Times report.
  • The United States and China doubled their efforts to hammer out a reasonable solution to the eight month trade dispute.
  • The potential silver lining to the entire fiasco is being spearheaded by the US President and his Chinese counterpart Xi Jinping.
  • The meeting is slated for later this month at a G-20 summit in Buenos Aires, Argentina.
  • Evidently China has agreed to remove several demands on the U.S. Government regarding Chinese trade practices.
  • Officials in the US have also purportedly extended an olive branch by putting upcoming tariffs on Chinese goods on hold with the proviso to halt the $267 billion on China if the upcoming meeting between the two Presidents arrives at an amicable solution.
Poor Richard's $729 Solution
This brief proposal outlines an economical solution to the perennial inferno problem plaguing California, the tragic fatalities that follow and billions of dollars in property damages(an open dialogue - suggestions encouraged).
Given that $729 is the cost a single FireZat home shield and 10,000 homes in a typical town, an investment of only $7.29 million will insulate the area, merely a fraction of the cost compared to the billions of dollars lost in the inferno it is economically feasible to prepare every US home / structure in fire plagued regions, each shield can be conveniently shipped to homes. The impact of future infernos could be vastly lessened by slowing the advance of the blaze and gaining precious minutes for firefighters and aerial support time to arrive at the scene (figure 1.1.). Heavy duty, yet lightweight, fire resistant mylar sheeting, can be distributed to every house in each neighborhood. Customized Firezat Shields are re-useable, withstand up to 1100 degrees Fahrenheit, store for at least a decade, and are available to authorities who issue a siren advisory to alert citizens to install the shields over each house, thereby averting much of the destruction, particularly in areas most remote from firestations, low water flow areas and high risk hotspots and all that is required is leadership (forwarded to the Orange County Fire Authorities, Chief Marc Stone and the US White House)

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Friday, November 16, 2018

Bill Murphy, Rob Kirby, Chris Waltzek Ph.D. & Robert Ian - November 16th, 2018 - Radio. A Spina-Waltzek Production-©2005-2018 Royalty free music from Google Play. Disclaimer: this show is presented as informational content only. Consulting first with a registered financial adviser before investing is advisable.

Nov. 16th, 2018
Featured Guests
Bill Murphy & Rob Kirby

Show Highlights
  • Rob Kirby of Kirby Analytics sees extreme risks ahead for the financial markets via a shattered US accounting system.
  • The missing $21 trillion dollars (size of US National Debt) in government funds, is possibly held by the exchange stabilization fund (PPT).
  • One likely use for the missing funds could involve the purchase of new US Bond issuance's, given the few foreign purchases of US debt.
  • Utlimately the fiat money shell game will lead North American citizens to an unsavory financial-reset in similar fashion as Cyprus / Poland.
  • Our guest proposes the perfect financial panacea to avoid the next MF Global scenario but on an epic scale; precious metals investments.
  • The precious metals may not remain at vastly discounted prices but will soar to unfathomably high levels putting the price beyond the means of virtually everyone; so carpe diem, aurum, seize the gold, today.

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