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GSR Nugget Archive

Sponsor: President, Peter Spina:

Host Chris Waltzek

NUGGET ARCHIVES: 2016c 2016b 2016a 2015c 2015b 2015a 2014 2007-2013

 

Bob Hoye & Chris Waltzek - January 19, 2017.

*Mp3 file.

Highlights

  • Bob Hoye of Institutional Advisors rejoins the show with positive insights on the PMs sector noting a nascent cyclical bull market in the PMs miners.
  • Now that the first significant correction is passing, increased exposure to enticing gold / silver stocks is advisable.
  • Adding to the appeal of PMs investments, increased tensions between member nations and the EU, such as France, Italy, Portugal and Spain.
  • The discussion includes key research on the PMs sector from renowned investor, Doug Casey.
  • Using data from the World Gold Council, the Middle East is the third largest gold consumer, eclipsing even the US.
  • For the first time in modern history, the region could surpass India and even China as the top gold consumer.
  • Beginning in March 2017 new gold-friendly opportunities could facilitate sizable purchases of gold, silver and related commodities without violating Sharia law.
  • The duo discuss the implications of the sea change event for the PMs sector. Although the Fed retains carte blanch authority to absorb toxic debt, the threat of higher rates / yields is jeopardizing even their deep pockets.
  • The broad proliferation of exchange traded funds (ETFs) continues to flood the US equities market - company shares no longer dominate their own exchanges.
  • The Bitcoin ETF (GBTC), the brainchild of the infamous Winklevoss Twins, of Facebook, Social Network fame, remains the sole means to invest via markets.
  • GBTC is a regular Alpha Stock Newsletter candidate that has outperformed the market since added to the list.

     

Bob Hoye of Institutional Advisors rejoins the show with positive insights on the PMs sector - a nascent cyclical bull market in the PMs mining shares appears to be forming. Now that the first significant correction is passing, increased exposure to enticing gold / silver stocks is advisable, given the improvement in earnings per share. Adding to the appeal of PMs investments, increased tensions between member nations and the EU, such as France, Italy, Portugal and Spain, which may pass referendums to exit the EU in Brexit-like fashion. The discussion includes key research on the PMs sector from renowned investor, Doug Casey. Using data from the World Gold Council, the Middle East is the third largest gold consumer, eclipsing even the US. For the first time in modern history, the region could surpass India and even China as the top gold consumer - beginning in March 2017 new gold-friendly opportunities could facilitate sizable purchases of gold, silver and related commodities without violating Sharia law. Doug Casey notes that $3 trillion dollars could flood into the PMs sector, as 112 Islamic billionaires suddenly gain access to their favorite safe haven asset. The duo discuss the implications of the sea change event for the PMs sector. Moreover, although the Fed retains carte blanch authority to absorb toxic debt, the threat of higher rates / yields is jeopardizing even their deep pockets, which could trigger an exodus of epic scale out of US Treasuries into the PMs. The broad proliferation of exchange traded funds (ETFs) continues to flood the US equities market - company shares no longer dominate their own exchanges amid a renaissance of ETFs. For example, the Bitcoin ETF (GBTC), the brainchild of the infamous Winklevoss Twins, of Facebook, Social Network fame, remains the sole means to invest in the cyrptocurrency on the exchanges. GBTC is a regular Alpha Stock Newsletter candidate that has outperformed the market since added to the list.

 

 

 

Peter Eliades & Chris Waltzek - January 11, 2017.

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Mp3 format.

Highlights

  • Peter Eliades of Stockmarket Cycles, returns with a warning for US equities investors.

  • Despite the recent advance, his technical cycles work predicts a possible market peak.

  • If the advance / decline line fails to confirm a retest of the zenith, a decade long stock bear could emerge from the 8 year slumber.

  • A key component of his analysis includes his three decade cycle that seems to confirm his equities market top thesis.
  • Peter Eliades notes in a recent interview that gold represents real wealth.

Peter Eliades of Stockmarket Cycles, returns with a warning for US equities investors. Despite the recent advance, his technical cycles work predicts a possible market peak. If the advance / decline line fails to confirm a retest of the zenith, a decade long stock bear could emerge from the 8 year slumber, jeopardizing the typical investment portfolio. A key component of his analysis includes his three decade cycle that seems to confirm his equities market top thesis. Peter Eliades notes in a recent interview that gold represents real wealth.

 

Professor Laurence Kotlikoff & Chris Waltzek - January 10, 2017.

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Mp3 format: click here.

 

 

Highlights

  • According to economist Dr. Laurence Kotlikoff, the nation is facing runaway prices that could send the PMs skyward.

  • With over $200 trillion in total debt, more than twice as severe as bankrupt Detroit - policymakers may find salvaging the system challenging.

  • His new FREE book: You're Hired! illustrates how the working / middle class are trapped in an impossible welfare system.

  • He outlines his plan to revamp the system with proper incentives. He encourages listener to forward the plan to their congressional leaders.

  • Six months before the Treasury market collapse, he advised our listeners to avoid debt.

  • Given the threat of higher rates, municipal debt is at risk.

  • Job automation is gaining momentum via automated pharmacies, toll booths, restaurants, retailers, etc.; expect greater income distribution inconsistencies.

  • The discussion includes recent news that an IBM Watson computer replaced 34 mid-level insurance analyst positions, facilitating windfall profits.

  • Although shareholders will benefit, workers should take note as even formerly secure white-collar jobs are now at risk.
  • Our guest outlines pragmatic policies to reform the banking, healthcare and fiscal systems.

According to economist Dr. Laurence Kotlikoff, the nation is facing runaway prices that could send the PMs skyward. With over $200 trillion in total debt, more than twice as dire as bankrupt Detroit - policymakers may find salvaging the system challenging. His new FREE BOOK: You're Hired! illustrates how the working / middle classes are trapped in an impossible welfare system - he outlines his plan to revamp the system with proper incentives. Dr. Kotlikoff encourages our listeners / readers to download the book and forward it to their congressional leaders. Six months before the Treasury market collapse, he advised our listener's to avoid debt. Given that higher interest rates are likely, municipal debt is at risk. Job automation is gaining momentum, such as automated pharmacies, toll booths, restaurants, retailers, etc., increasing the risk of greater income distribution inconsistencies and related societal unrest. The discussion includes recent news that an IBM Watson computer, which bested human contestants on the TV show Jeopardy, was purchased by a Japanese firm to replace 34 mid-level insurance analyst positions, resulting in a windfall profit for the company. Although shareholders will benefit, workers should take note formerly secure white-collar jobs are now at risk of automation. Sensible reform of fiscal, banking, healthcare policies could right the system.

 

Gerald Celente & Chris Waltzek - January 6, 2017.

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Mp3 format: click here.

Highlights

  • At the helm of the Trends Research Institute, Gerald Celente returns with holiday spirit still intact.
  • He's concerned by terms like "Nationalism / Populism" that discredit what the PTB are attempting to hide: global contempt for a broken system.
  • Since 2009, 95% of the wealth created was accumulated by the most privileged 1% while unemployment among the young ranges from 30-50%.
  • Given the economic chaos predicted by his models, our guest maintains that gold remains the ultimate hedge against impending financial uncertainty.
  • Virtual reality education (VR-ED) will continue to fill the void with affordable and pragmatic skill sets.
  • Gerald Celente sees the trend away from cash to a totally digital currency system is rooted in fear.
  • Officials are bracing for runaway inflation that threatens the very existence of their system of bondage.
  • The Trends Research Institute examines the health benefits of medical cannabis, finding that the pros far outweigh the disadvantages.
  • If medical cannabis were rescheduled, laboratories would have access to a new source of highly effective weapons against epilepsy, cancer, and glaucoma.
  • Israel is ahead of this trend; laboratories are licensed for research in the area, which according to experts could lead to key pharmaceutical breakthroughs.

At the helm of the Trends Research Institute, Gerald Celente returns with holiday spirit still intact. He's concerned by terms like "Nationalism / Populism" that discredit what the PTB are attempting to mask: global contempt for a broken system due mostly to economic dissatisfaction among the classes. Since 2009, 95% of the wealth created was accumulated by the most privileged 1% while unemployment among the young ranges from 30-50%. Given the economic chaos predicted by his models, our guest maintains that gold remains the ultimate hedge against impending financial uncertainty. Virtual reality education (VR-ED) will continue to fill the void with affordable and pragmatic skill sets. Gerald Celente sees the trend away from cash to a totally digital currency system is rooted in fear - officials are bracing for runaway inflation that threatens the very existence of their system of bondage. The Trends Research Institute examines the health benefits of medical cannabis, finding that the pros far outweigh the disadvantages particularly when compared with mainstream alternatives. If medical cannabis were rescheduled, laboratories would have access to a new source of highly effective weapons against epilepsy, cancer, and glaucoma. Israel is ahead of this trend; laboratories are licensed for research in the area, which according to experts could lead to key pharmaceutical breakthroughs.

 

Peter Grandich & Chris Waltzek - January 5, 2017.

* Mp3 format.

 

Highlights

  • Peter Grandich of Peter Grandich and Company says the recent correction has cleared the skittish, speculative crowd, presenting a valuation opportunity.
  • In 2016, the PM sector performed solidly - silver added 14%, gold 10% and the XAU gold / silver shares advanced over 63%.
  • Due to the marked improvement in the supply / demand environment, the PMs markets are primed for better performance.
  • Institutions will continue to seek for gold bullion in size, shrinking output and reserves while underpinning price.
  • Adding to upward market momentum, the price of Bitcoins in terms of China's Yuan currency blasted above 1,000, as officials enacted currency controls.
  • The surprising outcome may be a temporary reprieve from currency collapse, such as in Venezuela / India.
  • The guest / host concur that eventually, even cryptocurrencies will fail to contain the currency / inflation specter.
  • The Wall Street Whiz notes that odds favor higher PMs relative to the general stock market by the end of 2017.
  • The intense theme of capital flight from Europe South America and Asia and US Treasuries into domestic US shares subsides, expect sold PMs performance.

In 2016, the PM sector performed solidly - silver added 14%, gold 10% and the XAU gold / silver shares advanced over 63%. The first GSR guest of the New Year anticipates even more positives in 2017. Peter Grandich of Peter Grandich and Company says the recent correction has cleared the skittish, speculative crowd, presenting a gift to the strong hands with deep pockets accumulating positions ahead of an imminent advance to higher levels. Due to the marked improvement in the supply / demand environment, the PMs markets are primed for better performance. Institutions will continue to seek for gold bullion in size, shrinking output and reserves while underpinning price. Adding to upward market momentum, the price of Bitcoins in terms of China's Yuan currency blasted above 1,000, as officials enacted currency controls while curtailing gold purchases. The surprising outcome may be a temporary reprieve from currency collapse, such as in Venezuela / India. The guest / host concur that eventually, even cryptocurrencies will fail to contain the currency / inflation specter, which could open the spigots of institutional funds into the PMs. The Wall Street Whiz notes that odds favor higher PMs relative to the general stock market by the end of 2017. Moreover, as the intense theme of capital flight from Europe South America and Asia and US Treasuries into domestic US shares subsides, expect much of the flows to transition into the PMs sector.

 

 

Bob Hoye & Chris Waltzek - Dec. 29, 2016.

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Mp3 file.

Highlights

  • Goldseek.com finishes 2016 while beginning the 12th consecutive year on the digital airwaves with Bob Hoye, of Institutional Advisors.
  • US equities have reached frothy levels during the end-of-year rally making a correction likely in the New Year.
  • Our guest suggests that a Long-Credit Contraction is inevitable amid a post-bubble period where the senior currency, i.e., US Dollar should remain strong.
  • The gold / dollar ratio suggests that the bull market is merely dormant and will likely resume the uptrend in 2017.
  • Bob Hoye's technical indicators are setting up for a buying opportunity in the PMs mining sector.
  • The President-elect chose a gold aficionado, Congressman Mick Mulvaney from S.C. as the new Budget Director.

     

Bob Hoye, editor and Chief investment strategist of Institutional Advisors brings decades of experience to the discussion as Goldseek.com begins the 12th consecutive year on the digital airwaves. US equities have reached frothy levels during the end-of-year rally making a correction likely in the New Year. The much battered 30 Year US Treasury should find support amid a Long-Credit Contraction is inevitable amid a post-bubble period where the senior currency, i.e., US Dollar remains strong. The gold / dollar ratio suggests that the bull market is merely dormant and will likely resume the uptrend in 2017. Bob Hoye's technical indicators are setting up for a buying opportunity in the PMs mining sector. The President-elect chose a gold aficionado, S.C. Congressman Mick Mulvaney as the new Budget Director.

 

Dr. Chris Martenson & Chris Waltzek - Dec. 28, 2016.

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Free download of mp3 file: click here.

Summary

  • Dr. Martenson from PeakProsperity.com outlines the factors sending the crude oil market skyward.
  • Reports indicate that OPEC members agreed with non-OPEC nations to curtail output.
  • The guest / host concur that $55 crude oil is a bargain - a more responsible valuation remains $70 per barrel.
  • Demand continues to soar in the US / China, for instance the US consumers 18 million barrels per day.
  • In Venezuela, inflation is approaching 500% as the 100 Bolivar note drops to two US cents - officials removed the currency denomination from circulation.
  • The new 20,000 Bolivar note is worth only $4.
  • The border with Columbia was closed to stem the flow of money out of the nation.
  • The official cover story involves thwarting counterfeiting and smuggling - in reality, runaway inflation has relegated the denominations to near worthless.
  • Gold demand from the two largest national consumers ground to a virtual halt at precisely the peak festival seasons, in both India as well as China.
  • The US Fed's balance sheet remains static at $4.5 trillion - it appears to be a holding pattern ahead of imminent QE to maintain the ailing domestic edifice.
  • Our guest suggests that an economic collapse is likely, beginning first with deflation that results in waves of new QE, culminating in runaway prices.
  • Another challenge facing domestic workers involves the rapid evolution of automated robotics / A.I. that is displacing workers at a rapid clip.
  • New estimates indicate that millions of delivery / transportation jobs could evaporate as robot transportation becomes widely accepted within 5-7 years.
  • The process is inevitable due to the exponential improvement productivity stemming from automated workers.
  • Automation comes with a hefty price tag of reduced incomes and lower consumer confidence levels.
  • An unspoken policy of financial repression worldwide appears to be gaining momentum - the PMs remain the de facto means to escape the trap.

Dr. Martenson from PeakProsperity.com and co-author of Prosper! outlines the factors sending the crude oil market skyward, including reports that OPEC members agreed with non-OPEC nations to curtail output. The guest / host concur that $55 crude oil is a bargain - a more responsible valuation is $70 per barrel. In addition, demand continues to soar in the US / China, for instance the US consumer 18 million barrels per day. Elsewhere, in Venezuela, inflation is approaching 500% as the 100 Bolivar note drops to two US cents - officials removed the currency denomination from circulation - the new 20,000 Bolivar note is worth only $4. The border with Columbia was closed to stem the flow of money out of the nation. The official cover story involves thwarting counterfeiting and smuggling - in reality, runaway inflation has relegated the denominations to near worthless status, requiring much larger notes to maintain economic equilibrium. As a result, gold demand from the two largest national consumers ground to a virtual halt at precisely the peak festival seasons, in both India as well as China. In related news, the US Fed's balance sheet remains static at $4.5 trillion - it appears to be a holding pattern ahead of imminent QE to maintain the ailing domestic edifice. Our guest suggests that an economic collapse is likely, beginning first with deflation that results in waves of new QE, culminating in runaway prices. Another challenge facing domestic workers involves the rapid evolution of automated robotics / A.I., displacing workers at a rapid clip. For instance, new estimates indicate that millions of delivery / transportation jobs could evaporate as robot transportation becomes widely accepted within 5-7 years; former estimates ranged from 10-15 years. The process is inevitable due to the exponential improvement in productivity stemming from worker automation. Nevertheless, the transition comes with a hefty price tag of reduced incomes and lower consumer confidence levels. An unspoken policy of financial repression worldwide appears to be gaining momentum - the PMs remain the de facto means to escape the trap.

 

Arch Crawford & Chris Waltzek - Dec. 15, 2016. *

Mp3 file.

 

Highlights

  • Arch Crawford, head of Crawford Perspectives notes the waning momentum in the US equities markets.
  • Although the technical picture is less appealing, a Santa Claus rally seems likely in the last half of this month.
  • The discussion includes the global theme of currency devaluation.
  • Our guest notes That the Indian currency event could be the most significant, current economic development.
  • Venezuela just followed India's lead, dropping the 100 Bolivar note from circulation this week, now That it is only worth two US cents.
  • Venezuelans had only 2 days to exchange their Bolivars.
  • Such methods only stem the economic tide in the near-term; the long-term ramifications include food shortages, economic slowdown and runaway inflation.
  • Arch notes That crude oil could continue to climb in 2017 in tandem with the CRB commodities index.
  • Fed officials fears of an overheating economy and inflation are viewed as a positive sign for the PMs sector.
  • The topic veers outside the box into a highly speculative yet intriguing discussion on the nature / implications of artificial post-human intellects.

     

Arch Crawford, head of Crawford Perspectives notes the waning momentum in the US equities markets - although the technical picture is less appealing, a Santa Claus rally seems likely in the last half of this month. The discussion includes the global theme of currency devaluation; our guest notes That the Indian currency event could be the most significant, current economic development. Venezuela just followed India's lead, dropping the 100 Bolivar note from circulation this week, now That it is only worth two US cents. Venezuelans had only 2 days to exchange their Bolivars. Such methods only stem the economic tide in the near-term; the long-term ramifications include food shortages, economic slowdown and runaway inflation. Arch notes That crude oil could continue to climb in 2017 in tandem with the CRB commodities index, confirming Fed officials fears of an overheating economy and inflation - viewed as a positive sign for the PMs sector. The topic veers outside the box into a highly speculative yet intriguing discussion on the nature / implications of artificial intelligence and the societal impact of vastly superior, post-human intellects.

 

Louis Navellier & Chris Waltzek - Dec. 14, 2016.

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To download this show in Mp3 format: click here.

Summary

  • Louis Navellier of Navellier & Associates presents stocking stuffers to Goldseek.com Radio listeners in the form of stock candidates (Figure 1.1.).
  • The list stems from the free Navellier Portfolio Grader service - the host reviews 20 stocks advancing from the hold to the buy designation.
  • Topping the list, Honeywell (HON) impresses with strong projected sales and solid earnings, despite the recent erosion of multinational profits.
  • The largest oil company, Exxon (XOM) has solid sales / earnings due in part to the cold winter weather and the resulting boost in natural gas demand.
  • Energy company Cimarex Energy (XEC) has strong projected sales of 19% and earnings of 320% plus the Permian basin exposure.
  • Major delivery service, FedEx (FED) is benefiting from holiday sales and the enormous trend towards online retailing.
  • In an ironic twist, the top online retailer Amazon (AMZN) is making a push into the brick and mortar retail / grocery space.
  • Our guest highlights a favorite stock candidate, engineering firm MasTec (MTZ) and materials company Vulcan Materials (VMC) a concrete company.
  • Technology companies like Nvidia (NVDA) supports top level GPU / graphical user interface technology including the CUDA language.
  • Our guest expects the impending referendum vote in France to be the next economic shock, potentially revamping the PMs sector.

     

Louis Navellier of Navellier & Associates presents stocking stuffers to Goldseek.com Radio listeners in the form of stock candidates (Figure 1.1.). The list stems from the free Navellier Portfolio Grader service - the host reviews 20 stocks upgraded from the hold to the buy designation, resulting with five premium stocks. Topping the list, Honeywell (HON) impresses with strong projected sales and solid earnings, despite the recent erosion of multinational profits due to dollar strength. An ideal energy company play includes the largest oil company, Exxon (XOM) the only stock in the group the highest quantitative rating. With solid sales / earnings following a big earnings surprise due in part to the cold winter weather and the resulting boost in natural gas demand, Exxon remains a favorite stock. Energy company Cimarex Energy (XEC) has strong projected sales of 19% and earnings of 320% plus Permian basin exposure, prime oil real estate and home to half the drilling rigs of North America. Major delivery service FedEx (FED) is benefiting from holiday sales and the enormous trend towards online retailing; a business model That relies on UPS (UPS) and FedEx, etc. for success. In an ironic twist, the top online retailer Amazon (AMZN) is making a push into the brick and mortar retail / grocery space. Our guest highlights a favorite stock candidate, engineering firm MasTec (MTZ) and materials company Vulcan Materials (VMC) a concrete company. In addition, technology company Nvidia (NVDA) supports top level GPU / graphical user interfaces that support the CUDA language used by the host for low-cost, process intensive calculations such as prime factoring and financial / economic analyses. The discussion includes the economic dismantling of the EU - our guest expects the impending referendum vote in France to be the next economic shock sending reverberations across the globe, potentially revamping the PMs sector.

 

Figure 1.1. Top Portfolio Stock Candidates - Upgraded from Hold to Buy

Note: Chart courtesy Navellier Growth.

 

Bill Murphy & Chris Waltzek - Dec. 8, 2016.

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Highlights

  • Bill Murphy of GATA.org outlines the unfolding drama surrounding the gold / silver market rigging by Deutsche Bank.

  • Company executives have offered details of their collaborators at competing financial institutions.

  • In the near future, millions of jobs will be jeopardized by the real threat of automation / AI.

  • Case in point, Amazon.com just opened the first employee free retail store, where no clerks, cashiers or managers are required.

  • Millions of delivery, tax, transportation, shipping jobs are at risk due to automated driving over the next 5-7 years.

  • The coming unemployment tsunami could require Universal basic income (UBI) to contain the societal unrest resulting from job automation.

  • The endgame may be runaway prices, as the flood of UBI funds deflate existing currency values, sending the PMs and related safe haven assets skyward.

  • The new administration appears to be securing new jobs; purportedly 50,000 new jobs could emerge from a $50 billion investment from a SoftBank deal.

Bill Murphy of GATA.org outlines the unfolding drama surrounding the gold / silver market rigging by Deutsche Bank - company executives have offered details of their corporate collaborators at competing financial institutions. In the near future, millions of jobs will be at risk due to the real threat of automation / AI. Case in point, Amazon.com just opened the first employee free retail store, where no clerks, cashiers or managers are required. In addition, millions of delivery, tax, transportation, shipping jobs are at risk due to automated driving over the next 5-7 years. The coming unemployment tsunami could require Universal basic income (UBI) to contain the societal unrest resulting from job automation. The endgame may be runaway prices, as the flood of UBI funds deflate existing currency values, sending the price of PMs and related safe haven assets skyward. Nevertheless, the new administration appears to be securing new jobs for Americans; purportedly 50,000 new jobs could emerge from a $50 billion investment from a SoftBank deal.

 

NUGGET ARCHIVES: 2016c 2016b 2016a 2015c 2015b 2015a 2014 2007-2013

 

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