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Thursday Conversation - Dave Kranzler

Valuable information from our old pal, Denver Dave.


It's always great fun to visit with Denver Dave and today was no different. It's also always very informative. For today, Dave and I discuss:

  • the ongoing selloff in global equities
  • the ongoing efforts by the ESF to manage the descent
  • the latest with Douchebank
  • the latest from Tesla
  • and why the mining sector appears historically undervalued

Thanks again to Dave for so generously sharing his time today. There's some very insightful and helpful content here. Please be sure to listen.



J Siefert
Oct 27, 2018 - 3:09pm

Always good to hear Dave

Always good to hear Dave Kranzler's views.

Oct 27, 2018 - 11:46am



They receive government subsidies to produce a car! When the subsidies end so does Tesla. Tesla is also under FBI investigation for fudging production numbers. I will be glad when Tesla is exposed as the fraud that it is. Tired of paying taxes to a company that can't stand on it's own two feet.

Oct 26, 2018 - 7:24pm

Hey, Turd, I LOVE my Tesla

Hey, Turd, I LOVE my Tesla Model X. Disappointing to hear the short seller bad-mouthing of Musk and Tesla here as well as on the MSM BS sites. The problem with analysts is they (you) are trying to judge Tesla as being just the same as any other auto manufacturer, only smaller. They're not. Musk is a disruptor like Gates, Jobs, Bezos, and other geniuses who innovated instead of copying and lost a lot of money for short sellers. Consider the "Tesla killers" who are trying to play EV catch up without understanding the first thing about Tesla's new paradigm: no dealers, no advertising, online ordering, over-the-air software updates, etc. The biggest factor in Tesla's breakthrough is their supercharger network which makes it practical for a PEV to go cross country. The dinosaur carmakers say, "We make cars, not gas stations," and then can't figure out why they can't compete with Tesla. Musk realized that an expensive fast-charge DC network would be necessary for practical intercity driving so he started with that and put the capital into it. While someone else gets around to providing the "gas stations" the dinosaurs just sit and wait to sink into the tar pit.

Time will tell if Musk is just another full of shit carny huckster like the naysayers claim and my Tesla stock goes the same direction as my miners have gone or if he really is a supergenius who single-handedly changed the entire automobile industry...and the battery storage industry...and the private space launch industry...and the high speed transport tunnel borer...and...

I for one think he's the real deal and a helluva lot of Model 3 buyers on the waiting list seem to agree.

Oct 26, 2018 - 4:13pm

Tick tock on Mexico as

Tick tock on Mexico as electricity prices in Cancun restaurants rise by 50%. Crime in Cancun is also on the rise. The double punch is scaring off the tourists. Which surprises me since the military opened up a base to patrol the streets and protect the tourists.

If restaurants in Cancun are seeing huge energy swings. I would expect energy costs for silver miners to be exploding. Not to mention as crime continues to rise mining institutions will have to increase security measures to protect their mining investments. If silver stays this low for an extended period I wouldn't be surprised to see some of the smaller mining companies start to close up their mining operations and maybe even take a dirt nap I think its important to keep in mind that Mexico produces 25% of the world's silver supply. As Mexico slips into chaos a lot of that silver will remain in the ground.


Island Teal
Oct 26, 2018 - 3:39pm

Ignore button - what happened

Ignore button - what happened to that function on the new website ?

Oct 26, 2018 - 12:55pm

If someone was arrested for

If someone was arrested for sending the bombs then Timothy McVey lives

I like lakedweller2 and libero. They make me reconsider my opinions----

Maybe for around 3 seconds.

Then it's back to my opinions

Not that lakedweller2 and libero don't think they are correct in their opinions but I prefer what Marx said

Groucho Marx, that is. He's alleged to have said---

'These are my opinions. If you don't like them, well, I have others'

I'd rather read Groucho Marx than Karl Marx.

Groucho is for the clear thinkers, those with philosophically sound minds

Karl is basically Commies for Dummies

Oct 26, 2018 - 11:12am

Looks like they arrested the

Looks like they arrested the fruit loop responsible for sending out those fake bombs....

Oct 26, 2018 - 10:58am

The dollar/yen is getting

The dollar/yen is getting crushed and gold is responding accordingly. Miners reaction is tepid given the action in the metal price.

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Oct 26, 2018 - 10:49am

Congrats, Lake, you are the

Congrats, Lake, you are the first person I've ever muted. Libero couldn't even out annoy you... Nice work. Bye forever.
Oct 26, 2018 - 10:47am

oh baby, this looks like it

oh baby, this looks like it could get FUGLY....

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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
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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
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10/15 8:30 ET Philly Fed
10/15 8:30 ET Empire State Idx
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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
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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
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9/24 1:00 pm ET Goon Bostic #3
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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
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9/25 8:30 ET Durable Goods
9/25 11:00 ET Goon Evans #4
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Key Economic Events Week of 9/14

9/15 8:30 ET Empire State and Import Price Idx
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Key Economic Events Week of 9/7

9/9 10:00 ET JOLTS job openings
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9/11 8:30 ET CPI
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Key Economic Events Week of 8/31

9/1 9:45 ET Markit Manu Index
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8/24 8:30 ET Chicago Fed Idx
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8/17 8:30 ET Empire State Manu Idx
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