The sound money community woke up this morning to a world finally behaving rationally — which is to say cowering in abject terror at the prospect of insane levels of debt, criminal incompetence at most major governments and geopolitical turmoil on a scale not seen since Vietnam, if not WWII.

Stocks are plunging everywhere (with the Chinese market closed because of instability), gold is surging, and the “buy the dip” voices in the mainstream media are vacillating between bemusement and panic.

Direct download: John_Rubino_04.Jan.16.mp3
Category:general -- posted at: 12:01pm EDT
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Mickey Fulp and I sat down for a complete review of the major markets and their performance in 2015. To say the least, unless you were buying dollars or Bitcoin, it wasn't pretty. Precious metals were hit hard. So was copper, the entire energy sector, with the exception of Uranium-which only suffered a slight 2% decline. Every currency was virtually cremated in 2015, except the good old US Dollar. Stock markets were all down except the NASDAQ. And interest rates rose every so slightly. What does 2016 look like? More of the same or will there be a recovery? We're not sure, except we believe that increased volatility is in the cards. 

If you want to get Mickey's proprietary spreadsheet with performance broken down by sector for the past 6 months, write me at kl@kerrylutz.com

Direct download: Mickey_Fulp_01.Jan.16.mp3
Category:general -- posted at: 1:24pm EDT
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Just saw The Big Short. An amazing movie on so many levels. Take away, "Give a man a gun and he can rob a bank, give a man a bank and he can rob the world!" Great acting, well written and a great directing job. Two thumbs up!

Next, bitcoin, gold and silver for the new year. Will it go up? Probably, things are heating up and you need to be ready!

And thanks for an incredible year. This is our fifth year doing what we love and we appreciate every one of you out there listening.  

Happy New Year!

Direct download: TLR_393_31.Dec.15.mp3
Category:general -- posted at: 3:26pm EDT
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SEO is an industry where everybody has an opinion, and most people love to share it online. However, you would be amazed at the amount of misinformation shared, repeated and deformed out there.

If we were to believe everything that we read online surrounding SEO and digital marketing, we’d be in a constant state of confusion. SEO is very complex and there are very few sources of information that can be considered completely creditable. Why is it so popular?

Charles Strange, The Million Dollar Analyst, uses his expertise to help you understand the proper meaning of SEO and how the system works. He explains this new internet phenomenon and offers his opinion on why it may not be worth all the hype.

Direct download: Charles_Strange_30.DEC.15.mp3
Category:general -- posted at: 1:55pm EDT
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What's about to implode in 2016 with Andrew Hoffman

My 2016 predictions, per my audioblog released yesterday
- None of them good
               - In hindsight, 2015 will be viewed as the beginning of the end
               - High probability that it all comes apart in 2016

- To the contrary, record high PM demand in 2015, which will only rise in 2016 - as inventories vanish, and production collapses

Direct download: Andy_Hoffman_30.Dec.15.mp3
Category:general -- posted at: 10:50am EDT
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Jordan believes that the theme of 2016 will be that dreaded four letter word Debt. The debt implosion will lead to deflation and liquidation. Commodity countries are in trouble and so are commodity companies. Lots of things blowing up in the coming year. Deflation/Inflation, will they both happen at the same time? Welcome to the new economy!

Direct download: Jordan_Goodman_29.Dec.15.mp3
Category:general -- posted at: 1:31pm EDT
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Sprott's Jason Stevens joined us today. He's bullish on farmland, both for cash flow and capital appreciation. While other hard assets haven't been doing well over the past few years, farmland keeps marching on. In addition, world demand for protein is always increasing and there's major improvements coming in  farm technology, which will increase crop yields. Justin says that REITs could be the way to go for some, but there's other alternatives you should look at. 

Direct download: Jason_Stevens_28.Dec.15.mp3
Category:general -- posted at: 3:45pm EDT
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7 Trends for the coming year

1--Silver to make new highs;

2--War clouds on the horizon;

3--China is imploding;

4--Oil will rebound;

5--Federal Reserve will lose control;

6--Stock Market has peaked;

7--Dollar remains king!

Direct download: Dan_Ameduri_28.dec.15.mp3
Category:general -- posted at: 3:19pm EDT
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The Dallas Fed just announced the Texas numbers and they are terrible. The manufacturing report is abysmal at negative 20. Texas is heading into a recession due to the oil price implosion. What's really bad is that the Oil Patch kept the US Economy afloat during the post-crash era. Is there possibly another sector that can keep it all going? Junk bonds are becoming worth what their name implies. So what's next? Does it spread to the rest of the economy or will it be contained? 

Direct download: John_Rubino_28.Dec.15.mp3
Category:general -- posted at: 3:13pm EDT
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We're about to release a new show, The Truth About Stem Cells, with Dr. Sharon McQuillan. Adult stem cells are being used in cutting edge treatments around the globe. Dr. McQuillan has been involved in stem cell research for over 10 years and really knows her stuff. Located in South Florida, I had the opportunity to discuss the therapy with her over the past several months. I'm amazed by the results and can't wait to share them with you. 

Interesting story about the lengths an NJ woman went to reclaim her rightfully earned parking space. She hit another woman over the head with a 15 inch steel pipe. She's facing aggravated assault charges. Moral of the story, if someone wants your parking space, let them have it!

As promised, New York's decline has accelerated. The number of derelicts living at the airport has increased dramatically in the past year, turning the main terminal into the city’s most popular de facto flophouse, where they sleep, eat and wash up while competing for space with passengers, according to Port Authority sources. But after the NYPost ran their expose, the Authority is promising to bar the homeless from 11pm to 4am daily. What a bold measure. 

New York State is also incapable of understanding the unintended consequences of rapacious tobacco taxes. At $4.35 per pack, plus other levies, it's running smokers over 10 bucks a pack to satisfy their addiction. And NY can't figure out why cigarette taxes are down a whopping 54 percent. You don't need to be Ludwig vonMises to figure that one out!

And Cuba is making progress. They've agreed to pay back billions in principal to their creditor nations, sans the US, while getting a waiver of the accrued interest. Not a bad deal, all things considered. 

Direct download: TLR_392_23.Dec.15.mp3
Category:general -- posted at: 1:34pm EDT
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Noted realtor Dale Nabors advises not to be thrown off by the recent housing numbers. First and foremost, all real estate is local and business is great throughout most of Florida and in Dale's backyard in Tampa. There's technical reasons why the numbers were down so much, largely due to the new mortgage disclosure rules put in place by the Consumer Financial Protection Bureau. One month, does not a trend make!

Direct download: Dale_Nabors_23.Dec.15.mp3
Category:general -- posted at: 12:36pm EDT
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Where Do We Go From Wednesdays with Andrew Hoffman:

My take on the worst Fed "policy error" in its long, sordid history of policy error.

More "horrible headlines" than ever, heading into what will likely be the scariest global year since 2008.

And the PHYSICAL gold and silver shortages that are coming, as 2015 ends with plunging supply and inventories, and surging demand.

Direct download: Andy_Hoffman_23.Dec.15.mp3
Category:general -- posted at: 12:01pm EDT
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Wayne Allyn Root is convinced that Donald Trump can win New York State in the general election. New Yorkers, especially the working class, love Trump. They love his attitude, his lack of political correctness and his success. Wayne just met Donald for the first time recently. As Wayne says, "Only Donald Trump can bring out a crowd like this..." And who knows, maybe Wayne is right.  

Wayne Allyn Root's Opening Speech at Donald Trump Rally ...

Direct download: Wayne_Allyn_Root_22.Dec.15.mp3
Category:general -- posted at: 2:33pm EDT
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Why do intelligent people often wind up being so unhappy? The answer is really quite simple, from kindergarten to college to corporate America, the system caters to the average. So if you happen to be an above average intelligent person, you're cooked. There's not much out there for you. But realizing this is empowering and can be the key to you finding inner happiness and contentment in a mediocre world!

Direct download: Aaron_Clarey_22.Dec.15.mp3
Category:general -- posted at: 1:06pm EDT
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Chris Vermeulen has been trading since he turned 16. He's always in his element when he's hitting the keys of his trading terminal. He just hit NatGas when it made a major low at $1.70. He piled in and as a result of being oversold, it went up 20 cents. He sees a similar play coming in oil very shortly. Further down the road, he's expecting a major stock market decline. Listen on for his other recommendations concerning gold and silver. 

Direct download: Chris_Vermeulen_21.Dec.15.mp3
Category:general -- posted at: 9:20pm EDT
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Andrew Amato run Dronelife.com. He's concerned about the FAA's current proposal to register drones. First, the FAA has failed to answer the question of what a drone is? Next, there are no privacy protections are in place for registrants. It's important that the government doesn't stifle this growing industry that could shortly contribute billions to the economy. No one can say for certain what's next in the drone industry. 

Direct download: Andrew_Amato_21.Dec15.mp3
Category:general -- posted at: 2:12pm EDT
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John write, "Sometimes one big event dominates the landscape, like last week when the Fed raised interest rates. Other times a bunch of less-universally-significant-things add up to a meaningful story. And the story that follows here is, of course (given the venue), ominous. 

First up is the much-discussed US$9 trillion that developing countries borrowed back when the dollar was weak and their currencies were relatively strong. Pundits have been warning that with the dollar soaring this debt was largely underwater and therefore a threat. But as far as anyone could tell it wasn’t blowing anything up. 

Then on Friday a big Mexican construction company ICA has defaulted." Listen on to hear more about those dominoes. 

 
Direct download: John_Rubino_21.Dec.15.mp3
Category:general -- posted at: 12:13pm EDT
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David Gurwitz of Charles Nenner & Company joined us for a review of 2015 and the accuracy of their calls. There were many correct calls for the year, chief among them, a forecast of a flat stock market, which has come to pass. Oil's price call was pretty spot on, but NatGas wasn't close. With a few minor exceptions, Nenner & Company was alarmingly accurate. Listen to the interview to find out what they're expecting for 2016. 

Direct download: David_Gurwitz_16.Dec.15.mp3
Category:general -- posted at: 8:19pm EDT
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What's going to implode next Wednesday's with Andrew Hoffman:

The upcoming (likely) "rate hike"
-What on Earth is the Fed thinking, as everything it is "data dependent" on is going the wrong way
               -collapsing global economy
               -40-year low commodity prices, record low Baltic Dry Index
               -horrific holiday spending
               -imploding currencies
               -record, exploding debt levels

Direct download: Andy_Hoffman_16.Dec.15.mp3
Category:general -- posted at: 11:15am EDT
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We are living in the Three Card Monte economy. Wall Street deals the cards and the public is the sucker. But there's still opportunity. The market appears to have to put in a top. The whole world is being carried by the Lunatic Stocks a/k/a high fliers. Fundamentally, China is a imploding, Europe is imploding and America probably isn't far behind. So what's an individual to do?

Direct download: Rick_Ackerman_15.Dec.15.mp3
Category:general -- posted at: 11:17am EDT
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John writes, "For a while there, companies deemed to be highly risky were nonetheless able to borrow money for less than 6%. And borrow they did. Frackers, ultra-high-leverage retail chains and various other close-to-the-edge entities slurped up trillions from yield-starved investors who had forgotten about the other side of the risk/return equation. 

That this hasn’t worked out so well is not much of a surprise. But the speed with which it has gone bad is still breathtaking. The following chart from Bloomberg illustrates just how fast an illogical market can be brought back to reality."

Direct download: John_Rubino_12-14-15.mp3
Category:general -- posted at: 4:08pm EDT
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Took the on-off bus ride. Lots of fun and gave me a great perspective on the near universal ruin the dots the hillsides. Saw the expropriated Havana Hilton. It had the best wifi connection in the City that I encountered. The bicitaxi I road back to the apartment on crashed while I was in it. Got a nice bump on my head. Where do I sue? 

Direct download: Kerry_in_Havana_pt_5.mp3
Category:general -- posted at: 2:12pm EDT
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I went on a breathtaking tour of Havana, personally observing Communism's staggering legacy. The monuments to the Revolution are amusing and quite quaint. Now the people want change and they want freedom. Cellphones are prevalent but no wifi for you! Wonderful people with great attitudes. They are happy to see Americans. Havana's charm is incredible, despite the horrid conditions. And a great cigar factory tour, the workers rob the place blind! Viva la revolution!

Direct download: Kerry_Havana_pt_4.mp3
Category:general -- posted at: 1:47pm EDT
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"Kerry is in Havana Giving You On the ground commentary and insights into the Communist Paradise".

Direct download: Kerry_in_Havana_11.Dec.15mp3.mp3
Category:general -- posted at: 3:20pm EDT
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All the geniuses never saw the end of the boom coming. Now oil is trading below $40 and there's a world of hurt. The banksters keep on doing what they do best but how much longer can it really go on for? Not much longer according to Danielle. So look out below when the wreckage is wrought from the world's largest credit boom ever!

Direct download: Danielle_Park_08.Dec.15.mp3
Category:general -- posted at: 3:00pm EDT
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