A2A with Brent Cook of Exploration Insights

81

With the mining shares already up 10% YTD and seemingly poised for a breakout, what a great time to pick the brain of the always-insightful Brent Cook of Exploration Insights.

First of all, here's a chart of the HUI index showing the pending breakout of the shares, in general:

Brent was extraordinarily generous with his time and expertise today so it would be impossible for me to list all of the specific companies and shares that we discussed. Instead, you're just going to have to listen to the entire program. And you won't be disappointed! You might actually learn a thing or two along the way!

Thanks again to Brent for all his efforts and we strongly encourage everyone with an interest in the sector to check out Brent's newsletter at https://www.explorationinsights.com

TF

  81 Comments

Thor
Aug 24, 2017 - 3:10pm

First?

And thanks for the link to the Nomi Prins interview.

canary
Aug 24, 2017 - 3:17pm

I doubt, Draghi and Yellen will say much tomorrow...

And why would they?

Yellen has to be careful about the coming turmoil in Washington (debt ceiling, tax reform,...)

Draghi doesn't want a stronger Euro hurting it's economy.

AGXIIK
Aug 24, 2017 - 4:18pm

On a lighter note

While listening to the podcast, it came to my attention that Maine's Bah Hahberians and the Hampton toffeenose set, in the throes of the tourist summer season, are so strapped for workers, they're trying to hire Americans.

Oh, the Horror; the Humanity.

StevenBHorse
Aug 24, 2017 - 4:28pm

Ask the right question

And get a great response.

Thanks for having Brent on Turd. I wish I could have listened live.

joeblack
Aug 24, 2017 - 4:50pm
Ronnie 666
Aug 24, 2017 - 5:29pm

Nomi Prins

An interesting talk but she completely ignored the geopolitical view of Russia and China. The discussion was Western / US centric and payed no attention to the East and how this game of musical chairs can be destroyed very easily by a big Eastern player. Also this CB game is generating $1-1.5 T in debt in the US alone then add a $T in Europe and 1/2T in Japan and a $T in China and we have at least $4-5T a year in new debt. What can go wrong ? She never discussed that aspect? Today's Trillion is yesterday's Billion. Isn't that is why we are all on Turds site ?

Aug 24, 2017 - 5:39pm

OI and price observations

This has been such a BS, dull week with the USDJPY just moving back and forth. To that end, check this:

Mon 8/21 CDG up $5.10

Tue 8/22 CDG down $5.70 OI down 5,400

Wed 8/23 CDS up $3.70 OI back up 5,800

Thu 8/24 CDS down $2.70

NET change: +$0.40

NET OI change Mon-Wed: -448 contracts

Ridiculous.

And in CDS:

+1¢ then down 3¢ then up 6¢ before today's -8¢ for a NET of -4¢. The Banks just simply trying to run out the clock on Sep17.

However, we noted yesterday that CDS was firm and actually closed above the 200-day for the first time in the 10-day capping stretch. And what happened in OI? After being flat to slightly down all week, it suddenly surged by 4,900 as The Banks moved to halt the advance and protect against option expiry losses.

What a freaking scam.

abundance
Aug 24, 2017 - 5:39pm

Joseph Farrell on gold 8/24

NEWS AND VIEWS FROM THE NEFARIUM
Aug 24, 2017 - 5:44pm

Harvey update

Latest GFS model has Harvey coming in at 948 mb, which is a high Cat3 with winds near 130 mph.

Aug 24, 2017 - 5:45pm

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