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Thursday Conversation - Brent Cook of Exploration Insights

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Our guest this week is our old pal, Brent Cook of Exploration Insights. You should be certain to carve out some time to listen to this FREE public podcast.

As Central Banks reverse policy and the precious metals begin to climb in 2019 and 2020, if you wish to participate via the mining shares, then you should be certain to garner as much objective and detailed information as possible before you make any investments. To that end, there are no better analysts that Brent Cook and his business partner, Joe Mazumdar.

The Exploration Insights newsletter is generated weekly and these guys only recommend the mining shares that they, themselves, own. No touting or pumping-and-dumping here. Just genuine analysis from guys that do the legwork on the ground for you. You can learn more here:

https://www.explorationinsights.com

In this podcast, Brent gives his thoughts on the current trend in precious metal prices, the recent string of senior producer consolidation AND his quick thoughts on about 15 of the individual companies that subscribers to TFMR submitted for Brent's opinion.

Thanks again to Brent for his time. Again, if your interested in the mining sector, you should be sure to listen to this podcast in its entirety.

TF

  27 Comments

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murphy1
Mar 29, 2019 - 10:56am

I hadn't seen that, Murph

Thanks for posting it.

murphy1
Mar 29, 2019 - 9:58am

Following up on Schiff

Titus has started a new series of short videos about the 2008 GFC called Mafiacrocy. Here's his latest.

The $1 Trillion Devil in the Details

Sorry if it's already been posted.

Mar 29, 2019 - 9:31am
AGAU
Mar 29, 2019 - 7:34am

bankers shenanigans

I guess when it looks like the banks need lower prices, for whatever reason,

bet on them getting lower prices,

they will always get what they need,

mrcicoldhacker
Mar 29, 2019 - 7:08am

Oldhacker:

Oldhacker:

Who receives the deliveries? Not who, what. "Vapour". There are none.

See this: http://investmentresearchdynamics.com/gold-efps-absolute-proof-that-pape...

Others on this site have stated that the manipulation of the gold price requires global co-operation. Indeed. China and Russia are buying, not selling. They continue to buy low and are in agreement with the current pricing mechanism. Until such time as there is no more gold to be drained from the west from opaque sources. At that point, gold will revalue based on physical fundamentals because the pricing scheme will not be based on COMEX but rather on trade via Shanghai. See Jim Willie's latest:

The Gold Trade Note Has Been Introduced, The [CB] Is On The Chopping Block:Jim Willie
hindsight101
Mar 29, 2019 - 3:53am
lakedweller2
Mar 28, 2019 - 11:06pm

TF - Take Some Time To Read This

Excellent...everyone should read.
matt_oldhacker
Mar 28, 2019 - 10:43pm

Identity of dumpers

When someone dumps $1 billion of notional gold in 1 minute, it narrows down the list of suspects. Not too many entities have such deep pockets.

I don't fully understand the futures market. The gist of it as I understand it:

1. The big bank comex participants are able to create paper claims to gold out of thin air.

2. The big bank GLD participants are able to take delivery of gold from the etf whenever they need it to cover some trade.

3. In this scheme, gold=paper and delivery=paper. No one ever has a truck show up to actually move bars of gold anywhere.

Smaller investors can't raid the GLD or create new paper comex contracts. Therefore, they have zero chance of winning in this game. The big banks are the likely suspects in shifting paper around in order to nudge price to make a profit. It is a rigged game that no one should play.

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lakedweller2
Mar 28, 2019 - 10:42pm

Old Hacker

Good question that our government fails to address. Your perception drives to the main issue of corruption. Keep digging ... it will help us all.

kaiserwongze
Mar 28, 2019 - 10:28pm

OI

Holy shit.

i don’t think I’ve ever seen a nearly 10% decrease in OI in one day, opex or not

massive decline in calls too.

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