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Key Comments on Yields, USD, and Politics

Cory
January 9, 2018

With the moves today in the markets Chris made time to join me and share his thoughts. We look at yields, US markets, USD, and politics. Chris’s USD comments are especially noteworthy when looking at its move against currencies other than the Euro.

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Discussion
14 Comments
    CFS
    Jan 09, 2018 09:00 PM

    2018-01-09 07:00 ET – News Release

    VANCOUVER, British Columbia, Jan. 09, 2018 (GLOBE NEWSWIRE) — FIRST MAJESTIC SILVER CORP. (NYSE:AG) (TSX:FR) (the “Company” or “First Majestic”) is pleased to announce a year-end review of its 2017 exploration program and plans for its 2018 exploration program.

    2017 HIGHLIGHTS

    Completed over 156,500 metres of diamond drilling consisting of 807 holes, a new Company record, across the six operating mines and the Plomosas silver project
    New discovery at Ermitaño West near the Santa Elena Silver/Gold mine:
    EW-16-09 intersected 3.0 g/t gold and 50 g/t silver over 37.0 metres (est. true width)
    EW-16-06 intersected 4.7 g/t gold and 277 g/t silver over 12.9 metres (est. true width)
    New discoveries and relevant extensions at:
    Santa Elena – Main Vein extension to the west
    La Encantada – new La Fe replacement ore body discovery
    La Parrilla – discovery of the Cerro de Santiago vein parallel to Rosario
    Del Toro – Santa Teresa vein south extension continues
    San Martin – Hedionda vein extension continues
    La Guitarra –Nazareno north-west extension and Nazareno de Ancas finding
    Plomosas – Plomosas vein extension and finding of a new stockwork system
    Advanced optimization program designed to improve metallurgical recoveries with concentrate cleaning upgrades across all processing plants
    An initial resource estimate for the Plomosas silver project expected to be released by the end of 2018 with over 17,500 metres drilled in 2017 and an estimated 22,000 metres planned in 2018
    Updated Mineral Reserve and Resource estimates across all mines being prepared now and scheduled for release by end of Q1 2018
    Keith Neumeyer, CEO and President, states: “2017 was an exceptional year for exploration and technological innovations. Across seven of our assets, we had up to 24 active rigs and drilled over 156,500 metres resulting in a new exploration record for First Majestic. The Company is now working diligently to incorporate these successful results into an updated Reserve and Resource estimate which is expected to be released by the end of the first quarter of 2018. Our two major discoveries for 2017 were the Cerro de Santiago vein at La Parrilla and the Ermitaño vein at Santa Elena. It is also becoming evident that there is a significant opportunity around Santa Elena and La Parrilla to expand the size of the known mineral resources. As a result of the recent discoveries, we are allocating additional exploration resources in 2018 in order to improve Life of Mine at both operations.”

    CFS
    Jan 09, 2018 09:17 PM

    I agree with Chris about Trump, whom I have considered NOT a conservative, but a conservative-speaking closet Democrat.
    I hope and think he will try to drain the swamp, but he does not care if the country is bankrupt, or population changed forever by semi-illiterature migrants coming in by the millions.

    CFS
    Jan 09, 2018 09:18 PM

    Spellcheck mis-corrects again!
    Illiterate not illiterature.

    CFS
    Jan 09, 2018 09:22 PM

    I don’t know if I fully agree with Chris over the stock market.

    This has the characteristic more of the blow-off top forming, if you ask me.
    But Chris may be more knowledgeable than I am. I hope he is.

      CFS
      Jan 09, 2018 09:28 PM

      Of course, we are getting closer to Trump needing a budget deal, so that also could explaining him talking to Democrats. He needs Democrat votes over the budget, and they will squeeze him hard for what they want as a quid pro quo.

    Jan 09, 2018 09:15 PM

    First Majestic Silver CEO Keith Neumeyer Talks About The End Of The Silver Manipulation

    During a recent interview, First Majestic Silver CEO Keith Neumeyer shared some interesting comments about the silver market. In particular he spoke about a development that could lead to the end of the ongoing manipulation.

    https://www.milesfranklin.com/first-majestic-silver-ceo-keith-neumeyer-talks-about-the-end-of-the-silver-manipulation/

      Jan 09, 2018 09:53 PM

      THAT will be the day. Better put a call into the cftc

      Jan 10, 2018 10:39 AM

      Not the first time that he, and others, have made that prediction going back several years. This time they’ll appear right for a while. But once this expansion/blow-off or whatever one wants to call it ends, we’ll likely have a repeat of a 2000-2002 style episode, or a 2008 one, and yields will tumble right back down. Between here and there, though, the action of the recent past might last longer than most expect.

    Jan 09, 2018 09:21 PM

    The euro had to get back to a normal 1.20 level and the dollar should be starting a rally soon which may not go far but it will rally.

    CFS
    Jan 09, 2018 09:39 PM

    It will be interesting to see if the US can allow interest rates to rise.

    With Japan claiming to stop QE, if the US continues QE, the stock and bond markets stay up and the dollar drops.
    If the US stops QE, the bond market drops, maybe the stock market is OK for a while and the dollar is also, until the increasing debt burden overwhelms everything. Then either the dollar collapses or the whole system does.

    Jan 09, 2018 09:19 PM

    I think anyone who thinks the Big Tweet is just like other Presidents is daft. He has basically blew up everything that obummer did. He is just getting started. He is a loose cannon and a bull in a Russia shop, which also is exactly opposite of 99% of Presidents. I could care less about the bluster and annoying bloviating but zero in on the policy. Anything the opposite of obummer works real well. Letting Generals
    do their job. Not sicking the IRS on his enemies. So far and that is only so far the cleanest govt in history. Reason FBI brwathing down hi neck every time he goes to the John. I don’t doubt he goes to bed at night and asks Melania if she sees any FBI agents in the bedroom when he sleeps.