The problem in the banking system is pretty simple, for ten out of the last fourteen years, mortgage rates have been well below the effective Fed funds rate today, which is 5.1%. So, bank assets are yielding very, very low-income streams to banks. Alternatively, you can go out right now and get over 5% on a risk-free ultra-short-term treasury note. No liquidity risks, no duration risks, nothing. This week on Retirement Lifestyle Advocates radio, our guest, Michael Pento, talks with your host, Dennis Tubbergen, about the banking crisis and the Fed’s next move.
Michael Pento is the President and Founder of Pento Portfolio Strategies with more than 27 years of investment experience. He was the portfolio creator and consultant to Delta/Claymore’s commodity portfolios that raised more than $3 billion, distributed through Claymore/Guggenheim’s sales network. He produces the weekly podcast “The Mid-Week Reality Check” and is the author of the book “The Coming Bond Market Collapse.”
“We’re in a historic time in markets, we’re about to see events that few have anticipated.” Our guest this week on Retirement Lifestyle Advocates radio is the brilliant market analyst, Michael Oliver. Your host Dennis Tubbergen talks with Oliver about how the extraordinary increase in money supply is driving commodities to new highs, consumer inflation to levels we haven’t seen in 40 years, and a deep recession that’s likely to follow. Listen now; you don’t want to miss this conversation.
Michael Oliver has been studying markets for over four decades, but it was the 1987 stock market crash that became his “aha!” moment and converted him to what he calls “momentum structural analysis.” Mr. Oliver is the CEO of Momentum Structural Analysis LLC based in Greensboro, North Carolina. He is also the author of The New Libertarianism: Anarcho-Capitalism. Since 1992 Momentum Structural Analysis has provided unique technical research to the financial industry – banks, RIAs, hedge funds, and mutual funds – as well as to individual investors.
We’re in the danger zone. The magic number for the 10-year treasury yield that we can’t go beyond is probably a little bit lower than it was in 2018. We can’t go much beyond that without the economy just tanking. And we are really not that far from that. Our guest this week on Retirement Lifestyle Advocates radio is Mr. John Rubino. He and your host, Dennis Tubergen, talk about the impact of the Russian invasion on Ukraine on already constrained supply chains, and what appears to be only “bad choices” left for the Fed and central banks around the world for controlling rapidly rising inflation.
John Rubino manages the financial website DollarCollapse.com. He is the co-author, with Gold Money’s James Turk, of The Money Bubble, and The Collapse of the Dollar and How to Profit from It, and author of Clean Money: Picking Winners in the Green-Tech Boom. After earning a Finance MBA from New York University, he spent the 1980s on Wall Street, as a money market trader, equity analyst, and junk bond analyst. During the 1990s he was a featured columnist with TheStreet.com and a frequent contributor to Individual Investor, Online Investor, and Consumers Digest, among many other publications. He currently writes for CFA Magazine.
Stock and bonds are already in a bearish trend, with only 1% of tech stocks propping up the S&P. Our guest this week on Retirement Lifestyle Advocates radio is the leading cycles research analyst, Dr. Charles Nenner. Dr. Nenner explains how he mathematically predicts the annual, monthly, and even intra-day high’s and low’s in the markets in his conversation with your host, Dennis Tubbergen. Dr. Nenner forecasts the Dow at $18K or worse this year. He says…“Protect your assets; this is not going to end well”.
Dr. Charles Nenner’s career is truly impressive: he earned a medical degree from the University of Amsterdam in 1984 prior to embarking on a long and distinguished career as a financial consultant, researcher, and analyst. He has worked for Windsor NY, Merrill Lynch, Goldman Sachs, Rabobank International, and Ofek Securities in Tel Aviv.
You can get a free 30-day trial subscription to Dr. Nenner’s uncannily accurate daily research reports, plus articles, podcasts, and more at www.CharlesNenner.com.
The has long ago adopted a policy of supporting financial assets in order to maintain economic confidence. Now they’ve suggested that they’re going to wind down the $120 billion in monthly QE by March or April of 2022. Our guest this week on Retirement Lifestyle Advocates radio is Mr. Alasdair Macleod. Your host, Dennis Tubbergen, talks with Mr. Macleod about his views on the likelihood of tapering so quickly, how the government will fund it’s $3 trillion annual deficit spending, and the effects on the financial assets they’ve pledged to support.
Alasdair Macleod is the head of research at Gold Money Holding, a well-respected author, and a noted expert in world economics. Mr. Macleod has been a celebrated stockbroker and Member of the London Stock Exchange for over four decades. His experience encompasses equity and bond markets, fund management, corporate finance, and investment strategy.