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

Bohemian
Nov 2, 2017 - 4:02pm

Okay

;-)

StevenBHorse
Nov 2, 2017 - 4:19pm

Good stuff

A2A always fun

Nov 2, 2017 - 4:21pm

just found this

I think this was recorded about two weeks ago.

lund175
Nov 2, 2017 - 4:29pm

Top 10 and

Top 10 and after you listen to Craig & Dave listen to Catherine Fitts.

Good talk from Kennedy to missing 21 trillion. a wide variety

https://www.youtube.com/watch?v=_lsz-WPwQkA

Nov 2, 2017 - 4:38pm

Big surge in Comex silver OI yesterday

As noted yesterday, Wednesday was the largest one day rise in CDS year to date. 48¢.

There was an accompanying rise in OI with over 5,000 new contracts taking the total to 203,903

At 5,000 ounces per contract, that's total paper silver OI of 1,019,515,000 when the total annual mine supply is under 900,000,000 ounces.

This is also the highest Comex silver OI since August 4 of this year. If you're wondering, the all-time high OI came earlier this year on April 20 at 234,787 contracts for 1,173,935,000 "ounces" or about 130% of total annual mine supply.

bravenewworldnyc
Nov 2, 2017 - 4:40pm

Denver Dave

Fantasic interview... Dave is extremely articulate great insights. Thank you have Dave on more often..

AGXIIK
Nov 2, 2017 - 4:49pm

My new fund

Being relentlessly flogged 5 times a day by the douchenozzles at Agora, all breathless over the marijuana stock market being worth $100 billion then assaulted hourly by the dingleberries at Stansberry and Assoc, wetting their panties over the ETF BTC coin market that's also going to be worth $100 billion (how convenient), I decided to form a new crypto ETF fund that trades pot futures.

It's going to be called SPLIF! COIN.

Trading symbol CRNiK.

Available on the Yukon First Nations tribal bourse located in Yellowknife

I figger that a $100 billion market cap times a $100 billion market cap is gonna be $1 quintrillion.

That's good enough for me basic needs.

Ground breaking opportunities exist.

Just send your gold and silver to my mail drop in Fernley Nevada.

All TFMR regulars get a taste.

Thanks to Dave for spending an hour with the homies in the Turd'hood

Markedtofuture
Nov 2, 2017 - 5:23pm

Thunder 54 - Time for an update On De Grey Mining

Ticker symbols....Novo Resources NVO.V NSRPF - De Grey Mining Ltd.DEG.AX DGMLF

Time for an update here we have had two huge developments from Novo resources tonight, the fine gold wow another layer need abit more look before I comment on that though, what I have been waiting on and am prepared to comment on.

This trench

Why is this so important why is this game changing?? This is our first look at are the nuggets consistent at depth? the answer is a hell yes, thats a 2.5m trench, the live stream trench was only 30cm this is a massive deal.

We saw in the live stream they pulled a 16g/t nugget out, if Novo showed up drilled anywhere on along that trench with large diameter drill right now it would produce a results that would rock the market.

Why is this significant it's the scale is growing rapidly from 30m x 10m x 30cm to now 400m x 100m x 2.5m, this is it this the final confirmation for me this is real as it gets, look at that trench it's right there 400m south west of Novo trench one.

So why is this significant for DEG this is Novo news, well I can tell you the Novo MD Quinton Hennigh said

"I can hand on heart say the DEG conglomerate is the same conglomerate found at purdys reward"

What more confirmation do we need same conglomerate same mt roe basalt same nuggets..... 1 + 1 don't equal 3.

So where is DEG at currently? They are still stage 2 of mapping and sampling given 12km target is such a large area this isn't surprising, additionally they have said native title is being worked on so hopefully in our next loudens update they can give us an estimation of when we will be getting some novo trenching of our own.

Mapping and sampling is only 10% complete on 12km, yet in just that 10% we have had 2 additional discoveries this is a huge deal more than the market has given DEG credit for 2 reasons one the size of the target it's twice as big as purdys and second the thickness it's atleast 5 times thicker, if purdys is big 12km is a mega monster.

This estimate is just for the part highlighted in green.


I don't know what more the aussie market needs than this to start re-rating this play to a Novo level, cause Novo didn't have any more than DEG has right now when they went from our level to a billion dollar company in days.

To me DEG is a billion dollar company in waiting, I just experienced this with AVZ was loaded under 2 cents, waited and waited months for the market to get it, took so long I got flustered by the noise sold too early, not happening this time if it takes assays it takes assays, but I can't help feel DEG is just a jack hammering away from going Novo.

https://hotcopper.com.au/threads/conglom-monster.3715194/page-42?post_id...

lund175
Nov 2, 2017 - 5:28pm

Dave

Congratulations on the bride to be.

BEWARE of amzn, as it is a branch of the g-man designed to KILL business. Both small , medium and large.

Don't forget google , I mean cia fbi cia , I mean alphabet.

Anyone else have a business with g man attachment?????????

Markedtofuture
Nov 2, 2017 - 5:54pm
Key Economic Events Week of 12/9

12/10 8:30 ET Productivity and Unit Labor Costs
12/11 8:30 ET CPI
12/11 2:00 pm ET FOMC fedlines
12/11 2:30 pm ET CGP presser
12/12 8:30 ET PPI
12/13 8:30 ET Retail Sales
12/13 10:00 ET Business Inventories
12/13 11:00 ET Goon Williams speech

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Key Economic Events Week of 12/9

12/10 8:30 ET Productivity and Unit Labor Costs
12/11 8:30 ET CPI
12/11 2:00 pm ET FOMC fedlines
12/11 2:30 pm ET CGP presser
12/12 8:30 ET PPI
12/13 8:30 ET Retail Sales
12/13 10:00 ET Business Inventories
12/13 11:00 ET Goon Williams speech

Key Economic Events Week of 12/2

12/2 9:45 ET Markit Manu PMI
12/2 10:00 ET ISM Manu PMI
12/2 10:00 ET Construction Spending
12/4 9:45 ET Markit Services PMI
12/4 10:00 ET ISM Services PMI
12/5 8:30 ET Trade Deficit
12/5 10:00 ET Factory Orders
12/6 8:30 ET BLSBS
12/6 10:00 ET Wholesale Inventories

Key Economic Events Week of 11/25

11/25 8:30 ET Chicago Fed Nat'l Idx
11/25 7:00 pm ET CGP speech
11/26 8:30 ET Advance Trade
11/26 9:00 ET Case-Shiller home prices
11/26 10:00 ET New home sales
11/26 10:00 ET Consumer Confidence
11/27 8:30 ET Q3 GDP 2nd guess
11/27 8:30 ET Durable Goods
11/27 9:45 ET Chicago PMI
11/27 10:00 ET Pers Inc & Cons Spndg
11/27 10:00 ET Core inflation
11/27 2:00 pm ET Beige Book

Key Economic Events Week of 11/18

11/19 8:30 ET Housing Starts & Bldg Perms
11/20 2:00 ET October FOMC minutes
11/21 8:30 ET Philly Fed
11/21 10:00 ET Existing Home Sales
11/22 9:45 ET Markit November Flash PMIs

Key Economic Events Week of 11/11

11/12 Three Fed Goon speeches
11/13 8:30 ET CPI
11/13 11:00 ET CGP on Capitol Hill
11/14 8:30 ET PPI
11/14 Four Fed Goon speeches
11/14 10:00 ET CGP on Capitol Hill
11/15 8:30 ET Retail Sales
11/15 8:30 ET Empire State Manu Index
11/15 9:15 ET Cap Ute and Ind Prod
11/15 10:00 ET Business Inventories

Key Economic Events Week of 11/4

11/4 10:00 ET Factory Orders
11/5 9:45 ET Markit Services PMI
11/5 10:00 ET ISM Services PMI
11/6 8:30 ET Productivity & Labor Costs
11/6 Speeches by Goons Williams, Harker and Evans
11/8 10:00 ET Consumer Sentiment
11/8 10:00 ET Wholesale Inventories

Key Economic Events Week of 10/28

10/30 8:30 ET Q3 GDP first guess
10/30 2:00 ET FOMC fedlines
10/30 2:30 ET CGP presser
10/31 8:30 ET Personal Income & Spending
10/31 8:30 ET Core Inflation
10/31 9:45 ET Chicago PMI
11/1 8:30 ET BLSBS
11/1 9:45 ET Markit Manu PMI
1/1 10:00 ET ISM Manu PMI

Key Economic Events Week of 10/21

10/22 10:00 ET Existing home sales
10/24 8:30 ET Durable Goods
10/24 9:45 ET Markit flash PMIs
10/24 10:00 ET New home sales
10/25 10:00 ET Consumer Sentiment

Key Economic Events Week of 10/14

10/15 8:30 ET Empire State Fed MI
10/16 8:30 ET Retail Sales
10/16 10:00 ET Business Inventories
10/17 8:30 ET Housing Starts and Bldg Perms
10/17 8:30 ET Philly Fed MI
10/17 9:15 ET Cap Ute and Ind Prod
10/18 10:00 ET LEIII
10/18 Speeches from Goons Kaplan, George and Chlamydia

Key Economic Events Week of 10/7

10/8 8:30 ET Producer Price Index
10/9 10:00 ET Job Openings
10/9 10:00 ET Wholesale Inventories
10/9 2:00 ET September FOMC minutes
10/10 8:30 ET Consumer Price Index
10/11 10:00 ET Consumer Sentiment

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