Another Helpful Video

Tue, Jan 22, 2013 - 4:09pm

This one deals with the miners, the metals, oil & gas and even uranium...all in about 14 minutes.

The producer, Daniel Ameduri of, is another guy I met last summer at FreedomFest. He passed along this video earlier today and, after reviewing it, I decided that you might find it helpful.

In the video, Daniel interviews Marin Katusa, who is Chief Energy Investment Strategist at Casey Research. They, of course, talk a little oil and gas but they spend the majority of their time discussing the miners and the prospects for gold and silver in 2013.

It's brief, to the point and certainly relevant. Enjoy.


Top Analyst at Casey Research Marin Katusa Talks Gold, Energy, and What He's Buying

About the Author

turd [at] tfmetalsreport [dot] com ()


Jan 22, 2013 - 4:16pm
Jan 22, 2013 - 4:18pm


"Someone at the Treasury could just poop in a box and deposit that at the Fed, as long as the Fed agrees it's worth 1 Teradollar. They don't have to go to the trouble of finding the platinum to mint a coin, you know."

Exiledbear - I'd suggest maybe a big yellow hat instead. Much cleaner in shipping.

edit: see I missed the prized top spot by mere seconds. without even trying. Well poop... again :)

Jan 22, 2013 - 4:19pm


another video!


In this environment, it takes balls of steel to have enough faith in the "system" to invest in stocks... even if the companies you invest in are 1A high grade.

Dagney Taggart
Jan 22, 2013 - 4:31pm

The Future is Thorium, not Uranium

Decentralized, more abundant, lower temperature, non-proliferation.

That's my bet.

Jan 22, 2013 - 5:19pm

WHAT - ME? - Fifth

no way 

had to post

Silver is all mine!!!

Jan 22, 2013 - 5:35pm

I loved that video

I think I might have a man crush on Marin Katusa, kind of in the same way I had one on Kyle Bass when his videos first started appearing on ZH.

I like when a really smart person can explain their complex understanding of things in a way that a simpleton like myself can understand. 

Thanks for the video TF. 

Jan 22, 2013 - 5:38pm

top ten

consistency people :)

Mr. Fix
Jan 22, 2013 - 5:54pm

The learning never stops, here at TF metals.

I've been watching videos all day long, listening and learning.

 It's 3° outside right now, and I am not going to go outside and work in it.

 So, I will be using this time to educate myself on what the near future will look like,

 and prepare accordingly.

 This is a great place to do exactly that.

Jan 22, 2013 - 6:05pm

Removed comment

Removed comment.

Jan 22, 2013 - 6:07pm

Israel Elections today. What are the Consequeces?

If it weren't so serious, it would be an amusing political farce. However, the rift between Netanyahu and B.O. should be
expected to widen, imo. Both will have new leases on power.

On second thought, maybe, not, though. Netanyaho is a Yahoo. He plays the
part of the blackmailer of American interests vis a' vis Iran. There's been
a deafening silence concerning Iran for at least a couple of months. Obviously, the US Regime in contrivance with Israel, didn't want to rock the election boats of either country.

The gloves will be off starting tomorrow. Nothing has changed except a brief 2 month interval.

I believe that B.O. is boxed into a corner and has no clue as to how to proceed. The CIA intellegence arm of the Gov't is totally clueless themselves and generally give out bad intelligence. They don't have enough interpreters, a state that they haven't been able to rectify enough, due to a xenophophic "security" concern within the agency. The CIA is in the dark as to the real Iranian stage of its nuclear missile development and as to the real intent should it actually develop one before its own downfall. They rely on Isaeli Inteligence almost exclusively for its info., but that's another story.

Iran's Finance Minister has just been forced to resign.

This against the wishes the Grand Ayatollah SeyyedAli Khamenei.

This suggests an number of things.

1. The Western sanctions are really working this time.

2. The Turkish gold for oil, bypassing the Dollar isn't working
or that the corruption of this exchange within the Iranian higher ups
has become so extreme, that is becoming a self fulfilling financial collape.

3. For those who don't follow, Tehran was so polluted this summer, a significant portion of the population had or was evacuated. Tehran is surrouded by high mountains on the south,east and west, with only the Caspian sea to the north giving any fresh air. Think LA surrounded by mountains and no Pacific breeze.

4. The price of Chicken in Iran. Though this might sound strange to Americans, it is very real in Iran and maybe the single most important reason for an internal revolt and overthrow in Iran.

Just think, if almost every Steak and Chicken restaurant had to close down dur to lack of supply in America, due to a 100% increase in price? Average the various types of chicken sold at the supermarket at $1.00 per pound. Now think about how much chicken you could purchase, available at $100 per pound?

That pretty much sums up the Iranian situation. Oh, yeah. Lentils and Barley and Beans at $1.00 or less times 100 equals about $100 per pound as well. It's probable that they sell for no more than a mere $5.00 to $10.00/lb. for these staples per pound. It's probable even less with Gov't subsidies, else the revolution would have already started. Of course, a pound of beans, lentils, and barley goes a lot further than a pound of chicken, but you get the idea.

Conclusion: There is a competition between Iran's development and creation of a viable operational nuclear weapon and the West's Anaconda like squeezing off of its economy with its desire of an overthrow of its religious dictactorship. 

Conclusion A.) Netanyaoo will pressure B.O. by any means and intel B.S. into supporting a quick Buster Bombing strike at Iran's nuclear facilities.

Netanyaho succeeds and either Israel and/or the US do this. Odds 50/50 with B.O. proving to have false info. and a foreign policy and history innocent.

Conclusion B.) B.O. rejects Netanyaho's increasing pressure for the US to join them in a strike against Iran's known nuclear sites.

Conclusion C.) Israel strikes on its own without US approval.

Conclusion D.) Israil blackmails US foreign policy by unilaterally bombing
Iran and thus forces the US in to supporting Israel. It's also known as waging the dog by the tail.

Conclusion E.) Neither the US nor the Israelis do anything and await the overthrow of the Iranian Gov't.

Now wouldn't that be a refreshing outcome?

Jan 22, 2013 - 6:23pm

@ ballyale

That's one of the wildest Keiser reports ever; very personal.

Wonder how much longer they will be able to produce their shows; they are the patriots of today.

Jan 22, 2013 - 6:34pm

Santa says...

The Entrance To The Second Phase Of The Gold Market Ascendancy

January 22, 2013, at 4:33 pm by Jim Sinclair

My Dear Extended Family,

Hyperinflation in the US dollar is considered impossible by some.

Some of this opinion is motivated by the concepts and implications of the reserve currency facing such a challenge. Others deny that historical experiences of hyperinflation has causes, which dismisses the present problems of the US dollar as possible contribution to a hyper-inflationary experience.

The first opinion seems a product of misplaced patriotism rather than hard analysis. This because hyperinflation in a reserve currency, even if reserve by default, has implications to the fiat monetary system that most analysts consider too extreme to even consider. That is the US smack of flag waving over logic.

The second opinion would eliminate the Weimar experience because many see that as a direct product of war reparations Germany had agreed to. The common belief is that it was the war reparations that caused the hyperinflation, which is totally wrong, as presented. It was not the reparations, but the desire and decision to attempt to water the currency down to reduce the reparation costs that lead to the hyperinflation which followed.

The Weimar experience could have been different if the financial decision makers had been willing to suffer the pain of repayment over time and the attendant weight it would have placed on the economy. The decision to avoid the immediate pain of the cost of reparation via debasement of the currency is why the Weimar experience went into runaway hyperinflation.

In my opinion the decision in the Weimar experience was to debase the currency in order to offset reparations which then caused hyperinflation, not the reparations themselves. I believe it is exactly the same in modern times as the US financial decision makers adopted QE when Lehman Brothers failed in order to not face the consequences of that failure which was then the fraudulent mountain of OTC derivatives.

It is reasonable to assume that by midyear of 2013 the US Federal Reserve will have to make a decision in order to keep the US bond market which is US interest rates at the low levels that have been promised until employment has made a sustained recovery. I believe that the recent actions on the Fiscal Cliff and the Debt Ceiling would indicate the US Fed will increase the non-economic purchases (another definition of QE) of whatever amount of treasuries are offered for sale from any entity, sovereign or private.

This will be the entrance to the second phase of the gold market ascendancy. Gold got to $1900 on threatened systemic failure. Gold will go to $3500 and above on pure monetary fiat currency concerns. The actions of the Federal Reserve in order to maintain the extreme health of the US bond market are no different in their implications that Weimar financial moves were to avoid the economic pain of reparations or for that matter Zimbabwe’s constant Federal borrowing.

The Fed’s defense of the US bond market is demanded by the huge pile of original and old OTC derivatives that still haunt the monetary system as specific performance contracts with any financing floating in cyber space. This could drop the US dollar below .7200 to .5600 on the USDX in a short period of time. Because the dollar is a reserve currency by default (which means they have it already and are presently in position by historical acts) the potential snowball effect could ignite an inflation that will later be known as currency induced cost push inflation, which is a derivative of hyperinflation.

I anticipate that this is exactly what will happen propelling gold to new record heights starting no later than midyear this year and running into 2017. I am sure that this operation to keep a lid on gold is based on those that know what herein is outlined. The second phase of the long term bull market in gold should move faster and higher than any previous experience.


Jan 22, 2013 - 6:39pm

Video from the VRIC

Fast forward to the 5 minute mark. Peter Schiff is in another video on ustream.

Turd, you have an excellent site here!

I've been a long time lurker, but that stops today.

Jan 22, 2013 - 6:55pm

Video from the VRIC

Vancouver Resource Investment Conference (VRIC)

@ 5min Doug Casey moderates a QA session w/ John Clark, Louis James, & Marin Katusa.

Peter Schiff

Jan 22, 2013 - 7:05pm

I was wondering why

no new posts were appearing at today's earlier thread.

New thread then?

edit: jeez, it's been here for ages. what's the matter with me?

Jan 22, 2013 - 7:06pm

Chinese Central Banker Declares That 'Gold Is The Only Safe

Chinese Central Banker Declares That 'Gold Is The Only Safe Haven Left'

China is making an even bigger move toward gold in reaction to money printing around the world (via @JamesGRickards).

People's Bank of China official Zhang Jianhua declared yesterday: "No asset is safe now. The only choice to hedge risks is to hold hard currency - gold."

Zhang, the bank's research director, recommended buying the dips: "The Chinese government should not only be cautious of the imported risk caused by rising global inflation, but also further optimize its foreign-exchange portfolio and purchase gold assets when the gold price shows a favorable fluctuation."

Jan 22, 2013 - 7:06pm


I presume Jim Sinclair's "$3,500 and beyond" target for gold falls within this second phase he is referring to. Has anyone here ever

heard Jim expect a third, parabolic/mania wave such as the one in 1980 that peaked right at his price target at $850 per ounce?

ballyale question
Jan 22, 2013 - 7:09pm

Keiser Reports

That is exactly what I'm talking about. Fuck being scared about these Bankster/CIA/FBI POTUS monsters.

It's time to take a stand, before these Assholes take everything; our money, our freedoms our childrens' lives in more unconstitutional wars, our dignity and finally our very lives.

Monedas calls us Pussy Liberals. What has Monedas done? What has that Pussy done other than post B.S. If Monedas were intelligent and actually believes in what he spouts, he/she would be organizing against an ever increasing Nazi like Gov't take over of the EE's

Monedas should realize that this is a fight against the EE and the Fed and the Gov't not against each other, unless, he's a Fed agent and provocateur, which, I suspect he is.

This has now become a fight not against Liberals vs. Conservative. It has become a fight against the EE and the Banksters, et al and their ever increasing successful efforts to subvert and overthrow the Constitution of the US for their own profit, power, and ultimately enslavement of the people of the US and globally. These people are are Sociopathic Maniacs and must be stopped.

The first way to stop them is to pull all of your deposits from these Sociopathic Banks and either into cash or into local small banks which offer the same services with greater assurances that they won't be absconded.

Spread this message around and it will have an effect without resort to gun fire. First resort to money fire by withdrawing funds from these criminals, then resort to gunfire.


Jan 22, 2013 - 7:10pm

silver and gold

are looking pretty desperate to break out surprise.

Jan 22, 2013 - 7:29pm


He reminds me of that wacko preacher Leseley someone. Talks in circles and is often very opaque.

Some take him (JS) to be an eccentric genius - I am yet to be convinced. I hope he is.


Jan 22, 2013 - 7:49pm

We are being played are Patriotic Suckers.

How can you have a Global run to currency Debasement without Global Inflation? Where you have every global currency "pegged" against each other, no one currency can win in this so called "race" to debasement.

A Global printing race can only result in a Global inflation race of needed
food, energy, and ultimately, services.

It doesn't take a PHD in Economics to realize this, though they pretend not to notice it. Either there are productivity increases (already maxed out) that goes to ("real inflationary) increased paychecks to reflect this massive growth of this debasement of the purchasing power of each and every currency or else, the purchasing power of the paycheck has and will be as much or more than the Debasement of every Global currency in terms of purchasing power.

That means that you can save less and buy less for the same amount you take home. Add to that the fraudulent TAX increase on everybody that was supposed to be only on the rich.

How many of you here took less home this month?

I bet the Banksters took home nothing less.

We are being played as suckers.


Jan 22, 2013 - 8:15pm


Given that every country (I think) has a central bank - that those who tried to break away are now conquered.

Then yes, given they are ALL on the same team, then there are no currency wars per se. ALL are being debased together. This is freedom wars. They own everything and just like they took it all in the great depression, they will take the world in this created one.

It is really a war on 7 billion people. 6 Billion or so will lose it all. Those that have and those that serve them. NOT a pretty picture. Especially without ASSAULT WEAPONS!

Just my take.


Mr. Fix
Jan 22, 2013 - 9:15pm

Has anyone else lost all of their videos?

 Or is it just me?

 While going through YouTube videos, I seem to have completely lost the ability to play any of them,

 and now that I come back to this site, all of the video links are gone.

Has anybody else noticed this? 


 Nevermind, apparently I just experienced a “plug in failure”.

 I fixed it.

Jan 22, 2013 - 9:52pm


New threads out the ying yang. I can't keep up.

Jan 22, 2013 - 10:09pm

its ok mr fix

i have'nt been plugged in for years! i don't think i've missed much

Jan 22, 2013 - 10:11pm

dear puck

i also suffer from a cluttered ying-yang.

Jan 22, 2013 - 11:20pm

I HAVE A DREAM!!!!! An idea...?

So my idea is to put all the decision makers on a high levels of US government in the hot seat. The new proposed law would be to balance the budget, unwind fictional commodity derivatives and repatriate the citizens gold (and silver) within 4 years. If unable to complete the tasks...we must protect them from the money. If they cant do it....we seize all their assets. They wanted the job right....they have been fiduciary-ily responsible this whole time, right? Theres nothing to hide, right? I say this with the utmost concern for their 'safety'. Really, if they cant balance a checkbook and set the finances in order lets do them a favor and "protect" them from themselves.

In the adult world actions have consequences. If I neglect the balance sheet of my company, all my assets get confiscated, right?

I propose that we enact it retroactively for the past 100 years....just to make sure theres adequate "help". They're dead you say.....well someone owes the interest on that fraudulent income. Get a hammer...time to break some rocks for ol' pappys bad debt.

All jokes aside. Theres no way they could balance a soccer (futbal for our European brothers) ball on a soccer field, much less, even balance the budget. (insert pompous laugh here) This would be as entertaining (and productive) as watching a village of idiots trying to balance the spruce goose on dental floss. Even though we know its impossible....a good laugh and a finite date would help me sleep better at night. They will never admit what they have been part of and what they are currently part of...cause it would be an immediate resignation and loss of all assets. They wont admit a thing..they need job security....theres already plenty of hard working shoe shiners..what would they do? ...Geithner....take notes. Bennie....dont scratch the silver buckels on my boots. Shine away...shine away.... (what a dream!!!) Hold....Greenspan come over here....theres some shit on my sole...I need to use your hair. (its like a fantasy). Obama, i cant trust you with the you just sit there....Michelle can play Thulsa Doom in the remake of Conan....and you can have my expired animal feed.

Feel free to add on....i dont know how we hold them accountable....but, I HAVE A DREAM! Petition? Protest? Letters to local reps?

Back to the cold beer (leffe)....and new counter party risk-off inventory :). Happy me... Cheers guys.

stealthbear Bollocks
Jan 22, 2013 - 11:58pm

Bollocks--Love the kick ass dog with the hat!

smileysmiley I've had a couple of Bassetts. Great dogs!!

old tradesman
Jan 23, 2013 - 1:15am

I HAVE A DREAM!!!!! An idea...?

yes your out there! 

@bugsy yesX100

now show us more I believe your on it. Investigate, and get back to us on that!

Jan 23, 2013 - 4:47am

How about another helpful

How about another helpful video. From the 1030 mark, it gets real interesting but watch it all. Tis all there for your perusal and thoughts

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