Another Katusa Video

Tue, Mar 26, 2013 - 11:18am

The past two of these that I've posted have been well received. So, here's another.

This comes from It's another interview of Marin Katusa of Casey Research. Once again, they discuss the miners and a few of the same specific ones that they like. But they also go into gold as "insurance" and whether or not it's wise to have a significant portion of your assets on physical metal.

I hope you find it helpful.


About the Author

turd [at] tfmetalsreport [dot] com ()


Antony von Clearwell
Mar 26, 2013 - 11:25am


Thurd! .... always wanted to do this :)

Just A Regular Guy
Mar 26, 2013 - 11:25am



Antony von Clearwell
Mar 26, 2013 - 11:26am


photo finish....

Mar 26, 2013 - 11:27am

Two Turd Top Tens in one week

Two Turd Top Tens in one week truly takes tenacity and requires an abundance of T's to transmit!

Antony von Clearwell
Mar 26, 2013 - 11:29am


i've heard this interview on SGTreport.

good one, but i'm getting impatient!....

why is 29 so impossible to cross while it sliced through on the way down?

Should we wish for $0/oz (paper) gold/silver?

Mar 26, 2013 - 11:30am

First Ever!

and I Solemnly swear I will not covet thy position ever again.

No obviously I did not listen to the podcast; yet.

Mar 26, 2013 - 11:43am

Manifesto Mania !

I'm gonna sit right down and write myself a manifesto .... and make believe somebody cares .... I'm gonna use words so banal .... you'd rather have an exam anal .... I'm gonna puts some farts at the bottom .... and hope you really gottem ! Monedas 1929 Comedy Jihad Is It OK If I Actually Take Possesion Of Some Phyzz World Tour

Mar 26, 2013 - 11:48am

Top Ten

But rarely top five. I've had my share of "firsts", so no bigee.

Mar 26, 2013 - 11:50am

Also ran...

and...i'm an also ran...

Frankenstein Government
Mar 26, 2013 - 11:56am

Writ of Mandamus

A friend of mine asked me last night, why doesn't somebody file a Writ of Mandamus on the CFTC commanding them to do their job and publish the results of their investigation?

That is a very prescient question. I don't know.

Lawyers anyone? writ of mandamus - an extraordinary writ commanding an official to perform a ministerial act that the law recognizes as an absolute duty and not a matter for the official's discretion; used only when all other judicial remedies fail

Frankenstein Government
Mar 26, 2013 - 11:56am

Writ of Mandamus

A friend of mine asked me last night, why doesn't somebody file a Writ of Mandamus on the CFTC commanding them to do their job and publish the results of their investigation?

That is a very prescient question. I don't know.

Lawyers anyone? writ of mandamus - an extraordinary writ commanding an official to perform a ministerial act that the law recognizes as an absolute duty and not a matter for the official's discretion; used only when all other judicial remedies fail

Mar 26, 2013 - 11:57am

Michael Tsarion

Great perspective from one of the great minds ouf our time.

Check out this documentary if you get some time.

"Architicts of Controls"

Video unavailable
Mar 26, 2013 - 11:58am

Double post --  Hope all you

Double post -- Hope all you turdites are doing well :)

Mar 26, 2013 - 1:04pm

Good to see you around, ScottJ

The YT link seems to be dead -- can you give a hint as to what it was?

Edit: nevermind, got it -- quite a few versions/copies posted here.

Mar 26, 2013 - 1:23pm
Loud Noises
Mar 26, 2013 - 1:25pm

Wisdom of buying miners as a stacker?

I have consistently debated adding some miners but can never decide which, when or how much. I'm really just a stacker, with a moderate stack, a moderate bank account with a secure bank, and a brokerage account which has stayed near zero for a while. When I hear interviews such as this and hear promising commentary on a junior miner, I'm always tempted to take $500 or so and give it a shot. I know, with only $500, its more like a gamble than an investment... but that's what I'd be working with. The problem is that the few times I've done this with any stocks, it hasn't turned out well.

Am I better off just adding that 500 to my stack? Or should I give one of these companies a shot? (doing my own due diligence of course).

Antony von Clearwell
Mar 26, 2013 - 1:25pm

your opinion is appreciated

Gents and girls,

your opinion is highly appreciated as i keep pondering the following question and cannot come with an answer.

If we are expecting a global collapse, what would happen to the mining shares and shares in general? will all of these assets disappear like Bix is defending, will they still exist in a different currency, sky rocketing in USD, CAD or EUR or will we not see a collapse?

how much time will there be between booming miners and the final blow?

Many thanks


Antony von Clearwell Antony von Clearwell
Mar 26, 2013 - 1:26pm

@Loud Noises


Loud Noises
Mar 26, 2013 - 1:54pm

My opinion

In my opinion... and I am not qualified at all... it appears that this whole process is being drawn out longer than anyone thought possible. That's the only reason that I'm considering some miners, or really, any paper plays. I've even been stacking FRN's lately because I don't ever want to be forced to sell the stack at prolonged low prices. If we truly have as much time as I'm beginning to feel that we do, then I could make a few good trades on miners over the next few years and occasionally divert some of those profits to my stack.

Maybe I am being fooled by the fact that I've grown tired of hearing that the sky is falling for the past five years. I don't know. But I have re-evaulated my thoughts based on the fact that after waiting on "the event" every week for so long, we still seem to be in this stagnant recession without great new prosperity nor total collapse. This thought has led me to entertain thoughts of other approaches with my finances in the mean time.

I AM certain of world changing, history making events to come; I just don't know when. I am certain that I will see it in my lifetime, considering that I should be here another 50+ years barring anything unfortunate. But only stacking for the next 5, 10, 20 years if it takes that long, won't be the most successful strategy in the long run.

Mar 26, 2013 - 2:09pm

$0 gold/silver

That would certainly be a buy for me. Skeptical I could get anything to buy at that price but I'd certainly try. I would say many metal sellers are currently working on JIT style sells. I suspect old inventory is mostly gone and they are mostly going month to month(ish). A significant price pressure on physical would start to see obvious delays. Once there are obvious delays premiums probably start to get higher and higher, especially if the market gets rather volatile.

Sometimes I wonder if the dead calm in silver is to prevent premiums from getting crazy in physical so that the bronco doesn't start bucking.

gold slut
Mar 26, 2013 - 2:16pm

wise to stack long term?

@Loud Noises.

100 years ago, you could get a very nice suit made for £2 or an ounce of gold.

Today, you can still get a very nice suit made for an ounce of gold, but £2 gets you a very average sandwich.

I plan to stack until I can't.

Loud Noises
Mar 26, 2013 - 2:19pm

@gold slut

I should have been more clear; I didn't mean that stacking won't be a "successful strategy," just that it won't be the "most successful."

Again, this is just based on my recent thoughts. I agree 100% with your point; its why I currently have the stack maxed and the brokerage pretty much zeroed.

Mar 26, 2013 - 2:38pm

@ Loud Noises

I completely agree with you. I to would like to make some paper trades but at the same time I am scared to do so due to the "event" that I have been hearing about for the past 5 years as well....

I have switched from throwing every dollar I have towards PM's to buying a scheduled amount every week and stacking the remaining FRN's on the side. I am in the same (PM-less) boat you are, don't want to have to sell the PM's till it is no longer an option to keep them (whatever that may be).

While I am all for PM's 100% and will continue to tuck them away, I also need to start thinking towards a (paid off in full) house. Gonna need a lot of FRN's in order to get a house without taking out a mortgage (aka an ass raping), but it can be done so long as we have a few more years on this ride...what to do what to do....

Mar 26, 2013 - 2:53pm

Funny how Cyprus is fixed,

Funny how Cyprus is fixed, and the most popular post on my blog is "Maui Fun" which is a good one, by the way, if thinking of going to Maui, this is the real deal shite to do.

Mar 26, 2013 - 4:12pm

I'll buy miners

I'm waiting for Turd or Trader Dan or Santa to say, go!

Why? Because I have taken all I can out of my 401k (barring termination or medical emergency, neither of which I desire). What remains in there is a balanced portfolio: 50% gold and 50% silver in Sprott funds. Each payday I put about $30 back in to repay a loan. I'm letting that build up and will gamble it on miners for fun. I don't expect to ever see that money due to the government "helping" me invest it in treasuries after the bond bubble bursts, so I may as well have fun with it.

Mr. Fix
Mar 26, 2013 - 5:33pm

Drats, I knew there was a new post, but when I tried to get....

At least from my perspective, it appears that the site crashed again.

And yet, now I see other people had no trouble posting.

Anyway, it's not that important, just an observation.

I really hope it keeps working.

Dyna mo hum beinki
Mar 26, 2013 - 6:05pm


That picture you posted looks like the setting on my night table. Amazing!

Mar 26, 2013 - 6:22pm


I like Katusa, but lets look at Brazil Resources:

Now, maybe this stock has great potential. But if you bought in the beginning in OCT 2011, you have broken even.

Now, Rio Alto Mining actually has done WELL:

If you got in the beginning of this stock also in OCT of 2011, you would be sitting on nearly 100% gains...okay maybe 80% gains.

Anyhow, I need to look at Brazil Resources. However, I caution investors getting into EXPLORERS when Peak Oil is around the corner.

foggyroad Monedas
Mar 26, 2013 - 6:54pm

@ Monedas

I always, although sometimes wincingly, read your posts, and sincerely will be waiting with baited breath for the cascade of wonderment that will be the manofesto flatulencio du mundo du mondeasimo.

A rare voyage into the cavernous intelligencio du Monedas, the man o fest o, the mystery tour, the to and fro, the ebb and flow, the ascension into the spiraling torrent of magnificence, toward the pinnacle, the substantiation of brilliance that is.

The plunge, the tummy tickling flailing plummet, toward the gaping maw, the yawning gates of the valley, that vast arid lake bed, encrusted with purist white salt, that is, 'the mind of the Mondeas'.

And no, this is not reverse psychology:0)

Mar 26, 2013 - 7:14pm

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