Financial Sense Newshour: Experts
Simon Mikhailovich: Bonds Are Not A Safe Haven – Today’s Population Hasn’t Experienced a Bond Debacle
Gold Investors Should Ignore Short-Term Volatility
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Jim welcomes back Simon Mikhailvoich, Co-Founder of Eidesis Capital LLC in New York City. Simon discusses the current debt issues in the US and notes that our deficit spending is being financed by the Federal Reserve printing money, enabling politicians to spend even more money. Simon also looks at the bond market, which he believes many investors perceive as a safe haven. He notes that most of today’s population has never experienced a true bond debacle, such as happened in Greece, and most expect the current situation to continue indefinitely. That is not likely, as interest rates have been falling for 30 years, and are now near historic lows. As to gold, Simon advises investors to ignore the short-term volatility in gold, and focus on the long-term fundamentals.
First Majestic’s Keith Neumeyer: A Coming Squeeze In The Silver Market
Industrial Demand The Biggest Driver Of Silver – 80% Of Silver Is Consumed
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Jim welcomes First Majestic Silver Corp. President & CEO Keith Neumeyer this week. Keith sees the company moving from 9 to 16 million ounces of production by 2014, and on the way to becoming a major silver producer. Keith also emphasized that 80-85% of silver is consumed, and industrial demand is now the biggest driver of silver, not monetary demand. He noted that the technology sector alone is now a major driver of silver demand. Looking ahead, Keith believes that a squeeze is coming in the silver market, where demand will outstrip available supply.
Brian Pretti: We Are In The Final End-Game Of The Debt Super Cycle
Bond Vigilantes May Begin Testing the Resolve of Central Banks in 2013
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Brian Pretti CFA of ContraryInvestor.com joins Jim again this week. Brian sees 2013 as an inflection point for Quantitative Easing (QE), noting that if you stretch a rubber band long enough, it eventually breaks. Brian believes the final end-game of the Debt Super Cycle is nearly at hand, when governments will be forced to deleverage. He thinks the bond market may begin to show some vulnerability as the “bond vigilantes” begin to test the resolve of the major central banks.
David Morgan: The “Scare you out - Wear you out” Phase for Gold and Silver Coming to an End
The metals need “money velocity” for ignition
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Jim welcomes back David Morgan of The Morgan Report. David mentions that both gold and silver prices got “ahead of themselves” in 2011, hence the long consolidation period since. He believes that this “scare you out, wear you out” phase is coming to an end, and higher prices are ahead. David acknowledges that QE takes time to work its way through markets, and for significantly higher prices, the velocity of money in the system must pick up. David sees a volatile year for the metals, and expects silver to re-test $50 at some point, and gold to hit $2,000, as a new group of buyers come into the metals market.
Technician Charles Nenner: Stock Market Cycle Up Into February; Short-Term Buy Signal
Also, Ryan Puplava with the Market Wrap-up, Erik Townsend on Commodities, and Rob Bernard with the Fixed Income Report
Jim welcomes back noted technician Charles Nenner this week. Charles sees a short-term buy signal in the stock market which should last into February. He also expects a rally by mid-January in the bond market, which should be used to get out of all bond funds. Charles believes the long term bull market in bonds is over and investors can expect rising yields in the future. Also this week, Ryan Puplava has this week’s Market Wrap-up, Erik Townsend discusses commodities, and Rob Bernard stops by with the Fixed Income Report.
Ross Hansen: When The Endgame Arrives It Will Happen Overnight- Just Like Greece
We’ve gone beyond the tipping point, and there is no way out
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Jim welcomes Ross Hansen, founder of the Northwest Territorial Mint, now the largest private mint in the US. Ross and Jim discuss the debt issues facing the US, and Ross notes that a debt crisis will arrive suddenly, as it did in Greece. Regrettably, he believes that there is no way out, and that the US has gone beyond the tipping point for fixing its debt and unfunded liability issues. Ross also believes people are worn out by government-driven crises, and are suffering from crisis-fatigue. As to the physical precious metals, Ross see the best value in silver rounds and junk silver at present.
Keith Barron: January Could Be A Big Month In Precious Metals
Big Money buys on downturns, the public buys on upturns
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Jim welcomes back geologist Keith Barron PhD. He thinks January could be a big month in the metals, and looks for a positive start to the year. Keith also notes that gold discoveries are becoming smaller in size, as “elephant” discoveries are now very rare. Mining CEO’s are now looking for quality ounces, not quantity ounces. Keith sees gold production declining dramatically in South Africa. Keith believes there will be a significant shift in acquisitions, as large cap miners focus on grade, infrastructure and low capital costs in the future, as well as geopolitical considerations.
Bud Conrad: Future Inflation Baked In the Cake - Hyperinflation Possible
The Fed has become an enabler of government spending spree, now funding half the deficit
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Jim welcomes back Bud Conrad, Chief Economist with Casey Research. Bud sees the US passing the “tipping point” with US debt levels moving from 100% of GDP to 120% of GDP in President Obama’s second term. Bud believes that future inflation is now “baked in the cake” and this could possibly lead to hyperinflation. Bud’s investment thesis is to own resource stocks and real estate to mitigate the effects of future inflation.
James Grant: The Return Of The Gold Standard−It Lies Ahead (originally aired 7/19/2012)
Gold stocks are astoundingly cheap
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Jim is pleased to welcome James Grant from Grant’s Interest Rate Observer this week. James discusses a variety of topics, including the return of a gold standard, deflation, how the central banks went astray, what he would do if appointed Chairman of the Federal Reserve, and why gold stocks are astoundingly cheap.
Bill Fleckenstein: The Big Story in 2013 - The Beginning of a Bond Bear Market
The Road to Serfdom – Federal Reserve policy is destroying the middle class
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Jim welcomes back Bill Fleckenstein, president of Fleckenstein Capital in Seattle, and author of Contrarian Chronicles for MSN Money. Bill believes the deflation fears are fading as the country enters a period of stagflation. He also sees the bond market ultimately taking away the printing press from central bankers, as the US moves closer to a funding crisis. According to Bill, the big story in 2013 will be the long-awaited beginning of the bond bear market. He also believes that Fed policy and the accompanying asset bubbles are effectively destroying the middle class, and leading us down the road to serfdom. As to gold, the underperformance of the gold stocks offers investors real value in quality gold miners. Bill also favors dividend-paying blue chip stocks in this market environment.
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