Talking Metals and Materials with Mickey Fulp

The Mercenary Geologist
50

Our pal Mickey Fulp, the "mercenary geologist", stopped by this morning for a discussion of trade, tariffs, the metals and mining companies.

I think you'll find this audio to be quite interesting. Over the course of this discussion, Mickey addresses:

Thanks again to Mickey for his time today and we urge you to, at a minimum, consider registering for his free email newsletter. Given the status of "the markets" in 2018, we all need as much quality information as we can find.

TF

  50 Comments

DOOGIE
Apr 5, 2018 - 3:11pm

Thx

The Mick is The best !!!

Oh yeah # 1 today

Not #7 KD

Chernobyl
Apr 5, 2018 - 3:17pm

2nd

maybe

ArtL
Apr 5, 2018 - 4:00pm

Bronze?

yes?

Chernobyl
Apr 5, 2018 - 4:11pm

Rare Earths

Nice to hear someone actually bring them up (REEs) by name. Very few companies still around in the US to invest in. A few in Canada. If China pulls out this weapon from their trade war arsenal these few anemic companies will go to the moon as they did in 2010-2011 when China used it against Japan over a much smaller dispute. Here's hoping!

Ronnie 666
Apr 5, 2018 - 4:16pm

Silver

It’s funny how Mickey is so very concerned with the strategic value of these metals but he is not a Silver guy ( his words). That is very weird as Silver is used for everything. In a crisis like 2008 what metal disappeared ? Silver, not aluminium not cobalt not even gold. I get concerned when people ignore Silver.

Markedtofuture
Apr 5, 2018 - 4:33pm

Michelle WhiteDove Update & Dick Allgire @ 1:15 mark

this video @ 1:15 mark (Physic) Michelle WhiteDove https://www.michellewhitedove.com/ warns TSHTF without exact time frame. President Trump will be set up as the fall guy with what they are planning with a few other tidbits.

REALIST NEWS - India FUD - Michelle WhiteDove Update & Dick Allgire

REALIST NEWS - India FUD - Michelle WhiteDove Update & Dick Allgire
Ronnie 666
Apr 5, 2018 - 4:40pm

Vanadium

That was a good interview (except for the silver remark) thanks Turd.

One metal that was not discussed and is critical to steel production, and battery manufacture and is controlled by Russia, China and South Africa is Vanadium. Those 3 countries produce 85% of world supply. There is a vanadium miner here in Western Australia AVL whose share price has gone up 4x over the past year. I don’t own any of their stock but if you are looking for supply related investments that is one.

All the PGMs are controlled by South Africa and Russia. Without Rhodium, Swarovski could not make their crappy costume jewellery so shiny..that would be tragic and people would need to use silver.

.

ChernobylRonnie 666
Apr 5, 2018 - 5:05pm

Vanadium in US

Energy Fuels (NYSE: UUUU) gives good exposure to Vanadium along with Uranium

Western Uranium (CNSX: WUC) also has Vanadium if you want something much more speculative.

Rich9
Apr 5, 2018 - 5:56pm

Fulp piction

Anybody remember that movie? Lol

november4Chernobyl
Apr 5, 2018 - 6:05pm

Chernobyl

Thanks for that tip. That's the kind of information I subscribe for here (along with Turd's reports, of course). If I need info about non-pm stuff, there are 1000s of places better than here to get it.

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

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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

Key Economic Events Week of 9/30

9/30 9:45 ET Chicago PMI
10/1 9:45 ET Markit Manu PMI
10/1 10:00 ET ISM Manu PMI
10/1 10:00 ET Construction Spending
10/2 China Golden Week Begins
10/2 8:15 ET ADP jobs report
10/3 9:45 ET Markit Service PMI
10/3 10:00 ET ISM Service PMI
10/3 10:00 ET Factory Orders
10/4 8:30 ET BLSBS
10/4 8:30 ET US Trade Deficit

Key Economic Events Week of 9/23

9/23 9:45 ET Markit flash PMIs
9/24 10:00 ET Consumer Confidence
9/26 8:30 ET Q2 GDP third guess
9/27 8:30 ET Durable Goods
9/27 8:30 ET Pers Inc and Cons Spend
9/27 8:30 ET Core Inflation

Key Economic Events Week of 9/16

9/17 9:15 ET Cap Ute & Ind Prod
9/18 8:30 ET Housing Starts & Bldg Perm.
9/18 2:00 ET Fedlines
9/18 2:30 ET CGP presser
9/19 8:30 ET Philly Fed
9/19 10:00 ET Existing Home Sales

Key Economic Events Week of 9/9

9/10 10:00 ET Job openings
9/11 8:30 ET PPI
9/11 10:00 ET Wholesale Inv.
9/12 8:30 ET CPI
9/13 8:30 ET Retail Sales
9/13 10:00 ET Consumer Sentiment
9/13 10:00 ET Business Inv.

Key Economic Events Week of 9/3

9/3 9:45 ET Markit Manu PMI
9/3 10:00 ET ISM Manu PMI
9/3 10:00 ET Construction Spending
9/4 8:30 ET Foreign Trade Deficit
9/5 9:45 ET Markit Svc PMI
9/5 10:00 ET ISM Svc PMI
9/5 10:00 ET Factory Orders
9/6 8:30 ET BLSBS

Key Economic Events Week of 8/26

8/26 8:30 ET Durable Goods
8/27 9:00 ET Case-Shiller Home Price Idx
8/27 10:00 ET Consumer Confidence
8/29 8:30 ET Q2 GDP 2nd guess
8/29 8:30 ET Advance Trade in Goods
8/30 8:30 ET Pers. Inc. and Cons. Spend.
8/30 8:30 ET Core Inflation
8/30 9:45 ET Chicago PMI

Key Economic Events Week of 8/19

8/21 10:00 ET Existing home sales
8/21 2:00 ET July FOMC minutes
8/22 9:45 ET Markit Manu and Svc PMIs
8/22 Jackson Holedown begins
8/23 10:00 ET Chief Goon Powell speaks

Key Economic Events Week of 8/12

8/13 8:30 ET Consumer Price Index
8/14 8:30 ET Retail Sales
8/14 8:30 ET Productivity & Labor Costs
8/14 8:30 ET Philly Fed
8/14 9:15 ET Ind Prod and Cap Ute
8/14 10:00 ET Business Inventories
8/15 8:30 ET Housing Starts & Bldg Permits

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