A2A with Dave Kranzler of Investment Research Dynamics

64

Our pal, DenverDave, stopped by today for a full hour of analysis and commentary. You should be sure to listen.

As always, this was a fun discussion with Dave and the hour flew by quickly. Among the topics covered:

  • the ponzi scheme financials of TSLA and AMZN
  • the eventual likelihood of a yuan-denominated crude oil contract
  • Dave's opinion of Novo Resources and the speculative boom in Australia
  • finding relative value in the mining sector
  • his outlook for price given the current CoT structure of both Comex metals
  • and a whole bunch of stuff in between

Again, this baby checks in at just over an hour but I think you'll find it a beneficial use of your time. Thanks again to Dave for spending some time with us.

TF

  64 Comments

  Refresh
infometron
Nov 5, 2017 - 8:48pm
Nov 4, 2017 - 12:53pm

saw this on twitter

Thought it fit in with this thread.

infometron
Nov 3, 2017 - 4:10pm

@Libero

Drilling is one thing, assaying is another

canary
Nov 3, 2017 - 10:54am

Cartel intended to smash metals today...

Long before the BLS....Also to lift the USD/JPY above 114.

H8Fiat
Nov 3, 2017 - 10:33am

Preaching to the choir

Can't begin to tell you how tired of this shit I am. Remember, it's not illegal when the ESF does it. Would assume that no 1200 position limit applies.

H8

Libero
Nov 3, 2017 - 10:18am

Re: Novo

Probably a bit simplistic, but how long does it take to drill a few holes?

Docdhj
Nov 3, 2017 - 10:17am

CRIMINAL BANGSTER GLOBALIST SCUM

Turdites..... this is yet another example of the scum who we are at war with!

Dave

Ex-Soros Trader Sued For Viciously Abusing Women In "Manhattan Sex Dungeon"

by Tyler Durden

Nov 3, 2017 9:30 AM

Out of all the stories of harassment, abuse and victimization of women that have emerged since the Harvey Weinstein scandal broke last month, this one is possibly the most repugnant.

To wit, the New York Post reported Friday that a former portfolio manager at Soros Fund Management, a firm founded by Billionaire investor George Soros, sadistically abused and victimized women in a Manhattan penthouse sex dungeon - even beating one woman so brutally that one of her breast implants flipped.

Howie Rubin, 62, a former Bear Stearns trader who was featured in the best-selling Michael Lewis novels “Liar’s Poker” and “The Big Short,” was accused in a million lawsuit filed in Brooklyn federal court of luring women to his sex dungeon, abusing them, then trying to silence them with settlements and NDAs.

Rubin reportedly rented a lavish Metropolitan Tower pad in Midtown to indulge in brutal sex with women whom he paid between $2000 and $5000 per session, according to the suit filed Thursday.

The three unidentified plaintiffs in the case - including two Playboy Playmates - claim the married father raped and beat them to the point that they needed extensive medical attention, court papers say.

After luring the women to the $8 million penthouse, they were shown to a side room with chains, and sex toys along with other BDSM equipment. There, they were gagged, tied up and viciously beaten by Rubin. One woman complained that he punched her in the head.

“I’m going to rape you like I rape my daughter,” Rubin allegedly barked during one of the purported beatings.

In one session, he beat one of the women’s “breasts so badly that her right implant flipped,” the papers state. The former Bear Stearns trader paid her $20,000 to repair the damage.

One plaintiff was tied up, gagged and shocked with a cattle prod in her groin before Rubin allegedly raped her, according to the filing.

Two unnamed female fixers and a lawyer abetted Rubin’s abusive sexual romps by coaxing women into signing NDAs.

The trio sought to “cover up Rubin’s sexual misconduct and criminal abuse of women and to serve as a cover for his wide-ranging human trafficking scheme,” wrote Balestriere.

A lawyer for one of the women blasted Rubin’s alleged conduct.

Jihk2431
Nov 3, 2017 - 10:10am

Cavalier, I agree re: Novo

I am a subscriber of Dave's letter and respect his work, but disagree with his simplistic take on Novo. He didn't cover the theory of why this may be a big resource and the geological work supporting the theory to date. There is still a lot of risk here on the grades here, so the value is ahead of itself. That said, if grades are good, then this thing is going to be worth A LOT more than it is now.

Visit the FAQ page to learn how to track your last read comment, add images, embed videos, tweets, and animated gifs, and more.

Jihk2431
Nov 3, 2017 - 10:07am

By the way, HIVE Blockchain is going nuts

Now @ $4.70/share. Interesting play off the cryptos investing in an Ethereum based mining platform.

Joseph Warren
Nov 3, 2017 - 10:05am

New etf

Ticker symbol = LIES

Should be a guaranteed winner

Subscribe or login to read all comments.

Become member and subscribe to Turd's Vault

Contribute

Donate Shop

Get Your Subscriber Benefits

Private iTunes feed for all TF Metals Report podcasts, and access to Vault member forum discussions!

Key Economic Events Week of 11/23

11/23 9:45 ET Markit flash PMIs
11/23 1:00 ET Goon Daly
11/23 3:00 ET Goon Evans
11/24 9:00 ET Case-Shiller home prices
11/24 10:00 ET Consumer Confidence
11/24 11:00 ET Goon Bullard
11/24 12:00 ET Goon Williams
11/24 12:45 ET Goon Chlamydia
11/25 8:30 ET Q3 GDP 2nd guess
11/25 8:30 ET Durable Goods
11/25 10:00 ET Personal Inc and Spend
11/25 10:00 ET Core inflation
11/26 US Market holiday

Key Economic Events Week of 11/16

11/16 2:00 pm ET Goon Chlamydia
11/17 8:30 ET Retail Sales
11/17 8:30 ET Import Price Index
11/17 9:15 ET Cap Ute and Ind Prod
11/17 10:00 ET Business Inventories
11/17 1:00 pm ET Chief Goon Powell
11/18 8:30 ET Housing Starts
11/18 1:20 pm ET Goon Bullard
11/19 8:30 ET Jobless claims
11/19 8:30 ET Philly Fed

Key Economic Events Week of 11/9

11/9 1:30 pm ET Goon Mester
11/10 7:30 am ET Goon Kaplan
11/10 10:00 ET JOLTS job openings
11/10 10:00 ET Goon Rosengren
11/11 Veteran's Day. Bond market closed.
11/12 8:30 ET CPI
11/12 11:45 ET Chief Goon Powell
11/12 2:00 pm ET Federal budget
11/13 7:00 ET Goon Williams
11/13 8:30 ET PPI
11/13 8:30 ET Goon Bullard
11/13 10:00 ET Consumer sentiment

Key Economic Events Week of 11/2

11/2 9:45 ET Markit Manu PMI
11/2 10:00 ET ISM Manu PMI
11/2 10:00 ET Construction Spending
11/3 U.S. Election Day
11/4 November FOMC begins
11/4 8:30 ET ADP jobs report
11/4 8:30 ET US Trade Deficit
11/4 9:45 ET Markit Services PMI
11/4 10:00 ET ISM Services PMI
11/5 8:30 ET Productivity & Unit Labor Costs
11/5 2:00 ET FOMC Fedlines
11/5 2:30 ET Chief Goon Powell presser
11/6 8:30 ET BLSBS
11/6 10:00 ET Wholesale Inventories

Key Economic Events Week of 10/26

10/27 8:30 ET Durable Goods
10/27 10:00 ET Case-Shiller home prices
10/27 10:00 ET Consumer Confidence
10/27 10:00 ET Richmond Fed
10/28 8:30 ET Advance Trade in Goods
10/28 8:30 ET Wholesale Inventories
10/29 8:00 ET ECB monetary policy stmt
10/29 8:30 ET Q3 GDP first guess
10/30 8:30 ET Personal Income and Spending
10/30 8:30 ET Core Inflation
10/30 10:00 ET UMich Consmer Sentiment

Key Economic Events Week of 10/19

10/19 11:45 ET Goon Chlamydia
10/20 8:30 ET Housing Starts
10/20 1:00 pm ET Goon Evans
10/21 10:00 ET Goon Mester
10/21 2:00 pm ET Fed Beige Book
10/22 8:30 ET Initial Jobless Claims
10/23 9:45 ET Markit Oct flash PMIs

Key Economic Events Week of 10/12

10/13 8:30 ET CPI and Core CPI
10/14 8:30 ET PPI
10/14 9:00 ET Goon Chlamydia
10/15 8:30 ET Philly Fed
10/15 8:30 ET Empire State Idx
10/15 8:30 ET Import Price Idx
10/16 8:30 ET Retail Sales
10/16 9:15 ET Cap Ute & Ind Prod
10/16 10:00 ET Business Inv

Key Economic Events Week of 10/5

10/5 9:45 ET Markit Svc PMI
10/5 10:00 ET ISM Svc PMI
10/5 10:45 ET Goon Evans
10/6 8:30 ET Trade Deficit
10/6 10:00 ET JOLTS job openings
10/6 10:45 ET Chief Goon Powell
10/7 2:00 ET Sept FOMC minutes
10/7 3:00 ET Goon Williams
10/8 8:30 ET Initial jobless claims
10/9 10:00 ET Wholesale Inventories
10/9 12:10 ET Goon Rosengren

Key Economic Events Week of 9/28

9/29 8:30 ET Advance trade in goods
9/29 9:00 ET Case-Shiller home prices
9/29 10:00 ET Consumer Confidence
9/30 8:15 ET ADP employment report
9/30 9:45 ET Chicago PMI
10/1 8:30 ET Personal Income and Spending
10/1 8:30 ET Core Inflation
10/1 9:45 ET Markit Manu PMI
10/1 10:00 ET ISM Manu PMI
10/2 8:30 ET BLSBS
10/2 10:00 ET Factory Orders

Key Economic Events Week of 9/21

9/21 8:00 ET Goon Kaplan
9/21 10:00 ET Goon Evans
9/21 Noon ET Goon Brainard
9/21 6:00 pm ET Goon Williams & Goon Bostic
9/22 10:30 ET Chief Goon Powell on Capitol Hill
9/22 Noon ET Goon Barkin
9/22 3:00 pm ET Goon Bostic again
9/23 9:00 ET Goon Mester
9/23 9:45 ET Markit flash PMIs for September
9/23 10:00 ET Chief Goon Powell on Capitol Hill
9/23 11:00 ET Goon Evans again
9/23 Noon ET Goon Rosengren
9/24 1:00 pm ET Goon Bostic #3
9/24 2:00 pm ET Goon Quarles
9/24 10:00 ET Chief Goon Powell on Capitol Hill
9/24 Noon ET Goon Bullard
9/24 1:00 pm ET Goon Barkin again & Goon Evans #3
9/24 2:00 pm ET Goon Bostic #4
9/25 8:30 ET Durable Goods
9/25 11:00 ET Goon Evans #4
9/25 3:00 pm ET Goon Williams again

Forum Discussion