A2A with Dave Kranzler of Investment Research Dynamics

66

Today's A2A webinar was a great way to kick off 2017. Please be sure to carve out some time to give this a listen as Dave was full of helpful insights for the year ahead.

Among the topics covered:

  • the abundance of fake economic news that permeates the financial media
  • the true state of the US economy and its ongoing, growing risks
  • the year in the mining shares and a look ahead to 2017
  • successful strategies for mining share investment
  • and much, much more!

Thanks for listening,

TF

  66 Comments

silver66
Jan 5, 2017 - 3:17pm

2nd first of the new year

Not that I am keeping track

now to listen

Silver66

chrtoo
Jan 5, 2017 - 3:17pm

Thanks!

I always like Dave!

CHR.

Age Zilverstra
Jan 5, 2017 - 3:18pm
BigJ
Jan 5, 2017 - 3:23pm

First fourth

Where's Marchas?

CC Horses
Jan 5, 2017 - 3:43pm

@JC & HumanMushroom & Admin

You Guys Rock!!

JC & HumanMushroom - Thank you so much for offering to let me dabble in Bitcoin by generously offering to send me $1 in Bitcoin. I tried to open an account in Coinbase. But, don't judge this 70 year old too harshly, I don't have a smart phone. So I ran into problems generating the 2 step verification.

Admin also generously clarified some questions and very clearly answered a few more questions for me, and that way I didn't have to post about BC here. I need to learn how to Private Message. lol

This entire community is the Best On The Web!!!

Sorry to all about the Bitcoin Post.

cchorses


Jan 5, 2017 - 3:45pm

As discussed in this show

In case anyone is wondering what remains the key driver of Comex digital gold...

James Crighton CC Horses
Jan 5, 2017 - 3:57pm

@Choccy - 3:42pm post - Private Message

Choccy - I have sent you a private message. You access this by going to the top of this page and clicking on the "Inbox" tab at the top left, immediately to the right of "Turd's Vault"

jc

Blaggers
Jan 5, 2017 - 4:05pm

POSX

Early day's yet but the POSX is looking like it's just making the head of a 'Head n' Shoulders' pattern (left shoulder formed in November).

If the flag it's making now follows through then a measured move could take it down to the mid 100 and a bounce there could start forming the right shoulder.

Early day's but worth watching.

JMHO.

Joseph Warren
Jan 5, 2017 - 4:07pm

Dave's a Level Headed Guy . . .

who tells it straight. I always enjoy Craig's discussions with him.

AlphaRob
Jan 5, 2017 - 4:10pm

Wave 4 bounce?

I have lots of phys and hope it blows up from here, but some of the wave guys think this could be a wave 4 big bounce, with possibility of a down move to $1,040, i hope they are wrong!

chrtoo
Jan 5, 2017 - 4:25pm

SilverBearCafe report...42 Years

Nice to see Craig's January 3rd article reposted on the SilverBearCafe aggregation site. I quite enjoy the daily postings at this location and have supported it for several years.

Here is the Boss' post, over there:

https://www.silverbearcafe.com/private/01.17/alchemy.html

CHR.


Jan 5, 2017 - 4:29pm

The magnitude of today's move in rates

The Long Bond is now down a full 10 bps or 0.10% today alone.

This chart would suggest that any drop below 2.90-2.91% could make things very, very interesting.

Blaggers
Jan 5, 2017 - 4:37pm

Bonds

Hey TF.

'Interesting' because you think it might impact the stock market?

abundance
Jan 5, 2017 - 4:55pm
Blaggers
Jan 5, 2017 - 5:03pm

No

More so because of this chart.

Recall that lower rates mean higher bond prices...which you see in candles below. Gold is in bars.

Blaggers TF
Jan 5, 2017 - 5:11pm

Bonds

Ahhhhhhh............Gotcha.

Nice chart comparison. Unbelievable correlation aye?

Have not mentioned it yet but thanks for all your hard work with TFMR.

JQuest
Jan 5, 2017 - 5:36pm

Our...

Daily manipulators have gently massaged gold down to 1180...

Isn't that special?

texmex66 JQuest
Jan 5, 2017 - 5:49pm

@JQuest 1180

1180 formally support, then resistance, now support again?

66

canary
Jan 5, 2017 - 5:51pm

Manipulation aside...

Tomorrow's BLS report will be the least important, ever......It's all about Trump now.

Angry Chef
Jan 5, 2017 - 5:55pm
trx16
Jan 5, 2017 - 5:58pm
canary
Jan 5, 2017 - 7:31pm

The most interesting read for me today (Kyle Bass)

https://www.zerohedge.com/news/2017-01-05/kyle-bass-has-found-breathtaking-opportunity-greatest-risk-reward-profile-ever-encou

---As we enter 2017, we believe enormous macro imbalances are just beginning to unwind. As central bank monetary policies have become impotent, these imbalances will likely continue to unfold in what we believe to be a much more predictable manner.

---From here-on, we expect to encounter significant changes in global fiscal policies along with continuation of the upward movement in general price levels for costumers and producers alike.

---We hold a nuanced view of the world that contemplates higher global inflation, tepid real economic growth and severe imbalances in select Asian financial system and currency markets.

---Global markets are at the beginning of a tectonic shift from deflationary expectations to reflationary expectations.

---The enormity of the apparent disequilibrium (potent strengths of the world's largest economies with their inherent weaknesses...Max debt vs higher yields) is breathtaking, making today a tremendous time to invest.

billhilly
Jan 5, 2017 - 7:33pm

Marchas...

...noticeably absent from the recent comments; hope all is well for him !

viking-analytics.com AlphaRob
Jan 5, 2017 - 7:41pm

re: wave 4 bounce

I don't know much about the Elliot Wave Theory, but yes the daily chart does indeed look like this could be the corrective 4th wave before the 5th downwave.

The online EWT guru Avi thinks we are heading higher.

Unfortunately, since everything is fractionally-reserved fiat, we are left with investor sentiment (and cartel control).

No one knows. Will be fun to watch. GLTA.

Libero canary
Jan 5, 2017 - 7:56pm

Canary... Much agreed

"It's all about Trump now." Gold and silver taking turns rocketing higher. Tomorrow will be silver's turn. But the PM stocks... have a life of their own. Such small money is invested in PM stocks, it doesn't take much for them to move.

pbfurn
Jan 5, 2017 - 8:10pm

Good Thought!

Because I have been wondering the same thing....

Marchas...

Submitted by billhilly on January 5, 2017 - 7:33pm.

canary
Jan 5, 2017 - 9:09pm

@Libero..It's all about...

Living near active volcano

trx16
Jan 5, 2017 - 9:19pm

Usdjpy funny business

Seems to me the BOJ has been intervening a ramp job since 1800 EST. Nice 60 cent move in a straight line for the most part for the last 3 hours. Nothing new here, going to be interesting after BLSBS.

lakedweller2
Jan 5, 2017 - 9:25pm

@canary

Is it Trump or same-ol-same-ol Algos?

Dr. P. Metals
Jan 5, 2017 - 10:02pm

Enjoy (now it's $400 Gold)

Gold falls: This is the year we’ll see gold sink to $650-$750 per ounce, likely by late 2017 or shortly there after. I still see it dropping to as low as $400 (if not lower) before this down 30-year commodity cycle is over between early 2020 and early 2023.” – Harry Dent

https://wolfstreet.com/2017/01/03/2017-outlook-a-volatile-year-from-all-angles/

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