Fleckenstein
Capital.com

Often wrong, never in doubt. – Bill Fleckenstein

Daily Content
Fleck's Thoughts
Appearances
Print Print Ask Fleck

Ask Fleck


Q: Wesdome made an investment in Angus Gold. Is that relevant or interesting? Presumably small dollars?

Wesdome Acquires Stake in Angus Gold

Thanks.

Fleck: Interesting down the road, hopefully. Nonevent now.

Q: Gold stock Yoda John Hathaway is interviewed on Wealthion:

John Hathaway on Wealthion

Fleck: I had dinner with John last week. He is also a big holder of Wesdome.

Q: Any fundamental reason for the selloff in SILV?

Fleck: Not that I know of, other than general silver weakness.

Q: Any idea why Silvercrest is down 4.37% on an up day for silver ?

Fleck: No, they announced production figures yesterday and they looked fine. It has been weak all year. I don't know why.

Q: The Fed's Monetary Handover

A very cogent article explaining how Yellen/Treasury has offset and hijacked monetary policy from the Fed.

Fleck: Yes, it's excellent.

Q: An "Ask Fleck" Q today referenced "momo-chasing strategies."

I think I know what FOMO is, but not MOMO.

However, there was a movie -- Get Shorty -- in which John Travolta's mobster character was protected by a big, fat Mob cheese named "Momo."

He's on screen for a moment...walks up the stairs wheezing, opens the door, and is hit with "Surprise" for his (birthday?) party.

Momo falls over dead.

Is that what we're expecting/waiting for?

Fleck: Momo = momentum chasers.

Q: Following up on the Gundlach comment I sent in--here is his little pitch deck. It's actually pretty good and worth the time, Jeff is a pretty smart and rational guy.

But the FED losing the bond market part starts around 22 minutes onward. He has said it on numerous interviews lately where he thinks the bond rally will be short lived and it will fail as soon as there is a recession and the FED tries to fight it. No one seems to be listening, but what else is new; his logic is good and suggests the FED is going to lose the bond market.

Jeff Gundlach On Possibility the Fed Will Lose the Bond Market

Fleck: Thanks. I agree with that opinion about the Fed. And when they lose the bond market there will be hell to pay, as you might imagine.

Q: Hi Fleck,

Need to rant. I have a suggestion for Boeing, which seems to have a new quality issue surfacing on a daily basis.

Instead of moving your HQ to Chicago or VA, how about moving your HQ back to Seattle or Charleston where senior execs can be connected to what's going on in the assembly plants?

Fleck: It's truly disgusting what the management of Boeing has done to badly impair such a great manufacturer and this non-stop DEI B.S. won't help either.

© Copyright 2003–2025 by FleckensteinCapital.com LLC

Fleckensteincapital.com is not a registered investment adviser. This communication is being provided for informational purposes only and is not intended as a recommendation, an offer or solicitation for the purchase or sale of any security referenced herein or investment advice. It is being provided to you on the condition that it will not form the primary basis for any investment decision.

Fleckensteincapital.com LLC and its affiliates may have positions (long or short), effect transactions or make markets in securities or options on such securities referenced herein. The information contained herein is of the date referenced and fleckensteincapital.com LLC does not undertake an obligation to update such information. Fleckensteincapital.com LLC has obtained all market prices, data and other information from sources believed to be reliable although its accuracy or completeness cannot be guaranteed. All U.S. Government data is as of the column date unless otherwise noted. Such information is subject to change without notice. The securities mentioned herein may not be suitable for all investors.