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.

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Key Economic Events Week of 1/13

1/14 8:30 ET CPI
1/14 9:00 ET Goon Williams
1/15 8:30 ET PPI and Empire Fed
1/16 8:30 ET Retail Sales and Philly Fed
1/17 8:30 ET Housing Starts
1/17 9:15 Et Cap Ute and Ind Prod

Key Economic Events Week of 1/6

1/7 8:30 ET US trade deficit
1/7 10:00 ET ISM Services PMI
1/7 10:00 ET Factory Orders
1/8 8:15 ET ADP employment
1/9 8:00 ET Goon Chlamydia speech
1/9 1:20 ET Goon Evans 2:00 ET Goon Bullard
1/10 8:30 ET BLSBS
1/10 10:00 ET Wholesale Inventories

Key Economic Events Week of 12/16

12/16 8:30 ET Empire State Manu Idx
12/16 9:45 ET Markit flash PMIs Dec
12/17 8:30 ET Housing Starts and Bldg Perms
12/17 9:15 ET Cap Ute and Ind Prod
12/19 8:30 ET Philly Fed
12/20 8:30 ET Final guess Q3 GDP
12/20 10:00 ET Pers Inc and Spending
12/20 10:00 ET Core Inflation

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

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