Louis
Navellier of Navellier
& Associates sees
the best corporate earnings
in decades, a 24% increase
in the 1st Qtr.
Gold
and related shares deserve
a place in every investment
portfolio according to
our guest, as the ideal
panacea against government
profligacy.
He finds little fault
in the much maligned trade
tariffs, agreeing with
his friend and colleague
Larry Kudlow's plan to
undo protectionist policies.
Protectionist-trade
must be rebalanced through
careful negotiations with
President Xi as well as
other key trading partners.
The
duo examine the Navellier
Growth web page that highlights
73 stocks recently upgraded
from a Hold to Buy rating.
Our
guest shares several of
his favorite stock candidates,
including one of his holdings
that added 18% gain just
today.
Topping
the list and his largest
holding, the GPU chip
maker Nvidia is also a
favorite of the host due
to remarkable Beta / Alpha
statistics.
NVDA
makes even the most lackluster
investment portfolio look
like a diamond by topping
earnings expectations
for nearly 3 consecutive
years.
NVDA
has record GPU demand
stemming from processor-intensive
applications, such as
research projects, financial
modeling, and weather
forecasting.
(NVDA)
is the top GPU mining
company with the most
cost competitive ZOTAC
crypto mining capable
GPUs, two of which ran
on the studio workstation
during the discussion.
(CXS)
was increased from a hold
to a buy, however, our
guest prefers trucking
firms such as Old Dominion
and Knight.
Lockheed
Martin (LMT)
that continues to benefit
from solid economic growth,
global and military demand.
In
the red hot energy sector,
picks include EC-Petrol
SA, (EC)
an oil company as well
as the refining company
Valero (VLO).
The
host finds the talk of
Bitcoin stealing market
share from gold dubious
at best.
With
less than 3% of global
inhabitants owning any
Bitcoin whatsoever, widespread
adoption has not yet taken
place and confidence is
nascent.
On the contrary, Bitcoin
/ ETH and related tokens
appear most closely correlated
to the remarkable US Tech
boom, as illustrated by
the recent 7,400 NASDAQ.
The
peak is about 50% above
the year 2000 Dot.com
bubble top.
Bitcoin and competing
cryptos represent de facto
safe haven money alternatives
primarily in countries
like Venezuela where inflation
could top 1 million percent.
The
discussion includes quantum
computing, a potential
threat to the cryptospace,
where binary computing
gives way to q-bit technology.
Via
entanglement, q-bit based
computers facilitate nearly
infinite parallel processing,
particularly useful for
cracking private keys.
For
instance, a brilliant
quantum computer programmer
with access to a $10 million
machine, might crack Satoshi
Nakamoto's 1 million Bitcoin
wallet, winning an $8
billion prize.
In
theory a brute force,
quantum based cracking-algorithm
could accomplish the task,
though not condoned by
the show host, guest or
Goldseek.com.
Bob
Hoye of Institutional
Advisors outlines the latest financial
market activity from his scenic mountain office
overlooking the bay in Vancouver.
The central importance of the national yield
curve for every North American as well as
our International listener's is the crux of
today's episode.
Financial
institutions remain solvent buy borrowing
at lower interest rates in the short-term
while lending at higher interest rates with
longer maturity's.
When
this spread begins to narrow or flatten, the
profitability declines proportionally with
highly predictable significance.
As
lending slows, corporate expansion declines,
work place hiring decreases, unemployment
climbs, profits wane and economic expansion
yields to recession.
The
yield curve is the flattest it's been in 11
years, the spread between 2 and 10 year Treasuries.
Since
the 1960's each recession was preceded by
an inverted yield curve, suggesting that a
recession could unfold as soon as 2019.
Nine out of ten recessions (Michael Pento,
2018) occurred after the yield curve inverted.
If
the current price hike trend continues with
two more rate hikes, the rate inversion could
portend trouble for the financial markets
and opportunity in gold
Bob
Hoye outlines a unique perspective on the
trade war noting that Washington D.C. is attempting
to reverse decades of unfair protectionist
trade practices against the U.S. to the benefit
of every domestic citizen / businesses.
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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.
Chairman/CEO/CIO
Louis Navellier is
Chairman of the Board,
Chief Executive Officer,
and Chief Investment Officer
of Navellier & Associates,
Inc., located in Reno,
Nevada. Mr. Navellier
is also editor of four
leading stock advisory
newsletters: Emerging
Growth, Quantum Growth,
Blue Chip Growth, and
Global Growth. A recognized
expert in translating
what had been purely academic
techniques into real market
applications, he believes
that disciplined, quantitative
analysis can select stocks
that will significantly
outperform the overall
market.
Mr. Navellier employs
a three-step, highly disciplined,
bottom-up stock selection
process, focusing on quantitative
analysis, fundamental
analysis, and optimization
of the securities selected
for the portfolio. In
1980, Mr. Navellier began
publishing his research
in his stock advisory
newsletter, the MPT Review.
Since 1987, he has been
active in the management
of individual portfolios,
mutual funds, and institutional
portfolios.
A charismatic figure with
a reputation for solid
leadership, Louis Navellier
has been covered by a
wide range of international
media. In addition to
appearing on CNBC, Bloomberg,
The Nightly Business Report,
and Wall Street Week,
he has been featured in
Barron's, Forbes, Fortune,
Investor's Business Daily,
Money, Smart Money, and
The Wall Street Journal.
Most recently he was profiled
in Kenneth A. Stern's
book Secrets of the Investment
All-Stars in the interview
"Louis Navellier,
A Man Who Has Beat Them
All." He is also
featured in Alan R. Ackerman's
Investing Under Fire:
Winner Strategies from
the Masters for Bulls,
Bears, and the Bewildered.
Head
of The
Morgan Report, David Morgan rejoins
the show with comments on the PMs sector
noting that gold remains a "free
lunch" diversification asset.
Part
II. with Bix Weir of RoadtoRoot-A
continues the review of the ever evolving
crypto-revolution, including the ascent
of Ethereum and its key competitors.
Lynette Zang & Chris
Waltzek Ph.D. - May 10th, 2018.
Peter
Kendall, coeditor of The
Elliott Wave Financial Forecast makes
his show debut. Current Elliott Wave analysis
suggests that the US shares indexes are
registering ominous signals.
John
Williams of Shadowstats.com,
a leading online alternative economic-resource
sees the potential for an explosive move
in the PMs sector / commodities.
CEO
Erik Voorhees, Shapshift.io & Chris
Waltzek Ph.D. - April 19th, 2018.
Erik
is CEO of the instant Bitcoin
and altcoin exchange, ShapeShift.io,
a groundbreaking coin / token service
that facilitates quick and virtually free
exchange of nearly any cryptocurrency.
Listeners' Q&A - Chris Waltzek Ph.D.
- April 12th, 2018.
The
latest Listener's Q&A segment includes
phone calls on the increasingly popular
topics of silver and Bitcoin from Tom
in Arizona, John in Sunny San Diego and
an anonymous caller.
Bill
Murphy & Chris Waltzek Ph.D. - April
11th, 2018.
Gerald Celente &
Chris Waltzek Ph.D. -
July 18th, 2018.
Bill
Murphy & Chris Waltzek Ph.D. - July
19th, 2018.
Chris Martenson Ph.D. & Chris Waltzek
Ph.D. - June 7th, 2018.
Raghee
Horner & Chris
Waltzek Ph.D. - May
17th, 2018.
Eagle
Plains Resources Ltd. CEO, Tim J. Termuende
& Chris Waltzek
Ph.D. - April 4th, 2018 