Mike Norman, Hard Assets Investor (Norman): Hello everybody,
and welcome to HardAssetsInvestor.com. I’m Mike Norman, your host. My
guest today is Charles Nenner, head of Charles Nenner Research, the firm
that bears his name. Charles, thanks very much for coming on the show.
Charles Nenner, head, Charles Nenner Research (Nenner): You’re welcome.
Norman: You were formerly an analyst at Goldman Sachs. You
went off and started your research company. You have a very unique
analytical perspective. You use a lot of cycles or, I guess, human
emotion, sentiment, market psychology, investor psychology in what you
do. Why don’t we break it down—it’s the beginning of 2014; let’s look
at what you see in the major markets—metals, oil, stocks, bonds, the
economy. Why don’t you take it from there.
Nenner: Well, the economy I kind of like, may be
surprising. I think it’s going to pick up this year. It’s going to be
pretty stable, which will bring interest rates higher, but not very
high. It’s not that really you will have a spike, now, starting
interest rates going up. (more)
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