Coronavirus and Credit – A Perfect Storm

Alasdair Macleod, Quinton Hennigh & John Kaiser are this week’s guests on the radio program. Americans long ago stopped worrying about Federal deficits premised on the view that the world will forever need dollars. But what happens if the Coronavirus leads to massive global supply disruptions, the global economy enters […]

Coronavirus and Credit – A Perfect Storm

Jay introduces the guests and sponsors for the day’s program and John Kaiser, an independent analyst, shares a few of his investment ideas. Dr. Quinton Hennigh, director and technical adviser for Irving Resources and “out-of- the-box thinker, talks about the company’s gold exploration in Japan. Alasdair Macleod reports that very many […]

Continued Loss of Purchasing Power

What are we to make of this week’s major market moves? With stocks down, it suggests a risk-off week. But then we note that the Commodities measured by the Rogers Raw Materials Index gained 1.17% or nearly what the S&P lost. Thanks to the Rogers Fund gain combined with rises […]

In Search of Monster Gold Deposits

Dr. Quinton Hennigh, Eric Coffin, Gwen Preston and Michael Oliver are this week’s guests. Highly regarded exploration geologist Quinton Hennigh’s model regarding exploration projects is “go big or go home,” because the payoff in discovering a large high-margin project is much greater relative to risks involved than in discovering a […]

In Search of Monster Gold Deposits

Jay introduces the guests and sponsors for the day’s program and Michael Oliver comments on stocks, bonds, commodities and precious metals. Dr. Quinton Hennigh, a technical advisor for Lion One Mines, talks about his model regarding exploration projects that is “go big or go home.” Eric Coffin, editor of HRA publications […]

Coronavirus and credit—a perfect storm?

This was clearly a risk on week once again as stocks and commodities rose. The only hint at “risk off” was a rise in the price of gold. It really is a world that makes little or no sense to your editor, with equities completely detached from the real economy. […]

Where can we go with the West in decline?

Jim Rogers, John Rubino and Nav Dhaliwal return as guests on this week’s episode of the radio program. The western world bought into the Keynesian lie that deficit spending financed by money created out of thin air is the way to eternal prosperity. But money isn’t actually created out of […]

Where can we go with the West in decline?

Jay introduces the guests and sponsors for the day’s program and John Rubino provides his latest thoughts on the American and world economies. Nav Dhaliwal, President and CEO of Gatling Exploration, talks about the company’s emerging multi-million-ounce gold deposit and impending share price driving news. Jim Rogers is an author, financial […]

Risk On Week

This was most certainly a “risk on” week with the S&P gaining 3.01% to bring it into a positive gain while both gold and Treasuries were hit hard. Dollar strength has put a damper against commodities and  there can be little doubt there is direct evidence the coronavirus, which is […]

With QE Infinity, Is Deflation Possible?

Alasdair Macleod, Michael Oliver and Chris Taylor are returning guests on this week’s show. Alasdair believes fears of price deflation are unwarranted. Price deflation has been brought about by past sound money and free markets. By contrast Keynesian inflationary financing has led to repeated monetary and systemic failures. Investment funded […]

With QE Infinity, Is Deflation Possible?

Jay introduces the guests and sponsors for the day’s program and Michael Oliver shares his latest insights on the major markets and the economy. Chris Taylor, President and Director of Great Bear Resources, shares news from the Dixie project that looks like one of the biggest gold reserves found recently in […]

Coronavirus Trigger?

This week was a clear-cut risk off week with both stocks and commodities down significantly while Treasuries and gold gained. Friday, January 31, saw that all the major U.S. equity indexes lost big with the Dow, down 603.41 (2.09%), losing the most. Silver, which derives its value as both an […]

Inflation or Deflation in 2020?

Marc Faber, John Rubino and Quinton Hennigh return as guests on the program this week. If you define inflation as an increase in the money supply, we can be 99% certain 2020 will be another inflationary year. But where will the money go? Will it continue to move into stocks […]

Inflation or Deflation in 2020?

Jay introduces the guests and sponsors for the day’s program and John Rubino gives his opinion on the question of which way the economy will turn, inflation or deflation. Dr. Quinton Hennigh, Chairman and President of Novo Resources, provides updates on major positive developments that could be a world class gold […]

The Worm Begins to Turn for Unloved Sectors

David McAlvany, Michael Oliver & Nick Appleyard return as guests on this week’s radio program. Michael has turned decidedly bullish on commodities and bearish on the dollar, even as out of control rising interest rates appear visible in the side view mirror. In sync, David recently opined that “the worm […]

The Worm Begins to Turn for Unloved Sectors

Jay introduces the guests and sponsors for the day’s program and Michael Oliver shares his latest proprietary views on the markets for precious metals investors. Nick Appleyard, President and CEO of Tristar Gold with over 25 years of experience in precious metals exploration and mining, updates its Brazilian gold mining project. […]

Stocks Will Rise Forever, Until They Don’t

“Risk off” is an easy call for the first four days of this week. I’m beginning to think there is something wrong with me. I keep shorting stocks and junk bonds in my Model Portfolio year after year and I keep losing money. Isn’t that the definition of insanity? The […]

David Rosenberg on Stocks, Bonds, Commodities & Gold for 2020

David Rosenberg, Corwin Coe, John Rubino are guests this week’s radio program. If you have ever watched mainstream financial TV shows, you will have seen David. He has always been one of the most entertaining and provocative main stream economists in Canada and the U.S. But now he is going […]

David Rosenberg on Stocks, Bonds, Commodities & Gold for 2020

Jay introduces the guests and sponsors for the day’s program and John Rubino gives his views on the U.S. dollar, stocks and commodities for the new year. Corwin Coe, CEO and Director of Sitka Gold, give background information and talks about the micro-cap company’s prospects on three drill ready properties. David […]

Mixed Safe Haven Messages

The picture provided by the key metrics on your left might appear to be confusing. Gold was significantly higher but so were stocks. Also confusing might be one safe haven (gold) was up while the mainstream’s safe haven (T-Bonds) were down. Now it’s likely part of the reason for the […]