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Addressing Questions For The Pop In PMs

Cory
October 2, 2018

I always read a lot of differing opinion on the PMs to try to keep a balanced outlook. Some of the recent comments have been the following…

  • Another short term fall to a double bottom. That’s the buying opportunity.
  • Filling a couple recent gaps on the downside.
  • Tax loss selling season. Did it already happen or are we just waiting for it?
  • Can gold and the USD move up together?

Doc joins me today to shares his thoughts on those and a couple other questions.

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Discussion
29 Comments
    Oct 02, 2018 02:22 PM

    Doc your thoughts on Silver. People saying there is a shortage coming and silver could lead gold up from here. Any thoughts on what the resistance level on silver price?

      Oct 02, 2018 02:03 PM

      https://www.zerohedge.com/news/2018-10-02/making-money-isnt-supposed-be-easy
      And the quality of corporate debt is getting worse and worse.

      More than 40% of US corporate bonds are rated BBB – just one notch above non-investment grade, or “junk” – an all-time record. The riskiest, “junk” borrowers, have a record $8 of debt for every $1 of cash on their books.

      And 77% of leveraged loans are what’s called “covenant lite,” meaning lenders are waiving their right to certain protections when lending to these incredibly risky companies.

      Within the corporate debt market, there’s also the fast-growing, $1 trillion “leveraged loan” market. That’s just a fancy name for loans made to companies that already carry lots of debt, making them even riskier

        Oct 02, 2018 02:04 PM

        oops ……..sorry Paul……..did not mean to post under you…….sorry

        Oct 02, 2018 02:36 PM

        These topics seem so convenient to me right now as I just finished watching “The Big Short”, again! Greed and lust, whilst Wall St is alive so are they.

      b
      Oct 02, 2018 02:32 PM

      There is always a shortage,
      SD bullion has lots, offering a 10 once bar at spot when I looked. ltd time tho.

    Oct 02, 2018 02:07 PM

    BEZO IS A JOKE………….he has raised all the prices at WholeFoods……organic hell……
    https://www.zerohedge.com/news/2018-10-02/bezos-decision-raise-wages-largely-machiavellian-distraction

      Oct 02, 2018 02:07 PM

      Greedy Bastard………..

        Oct 02, 2018 02:13 PM

        6. Finally, and this is the big reason: Amazon fears an antitrust case to break it up. They’re right to be nervous. In the last week: @SenWarren called for it. The EU’s @vestager opened an antitrust probe. A former Amazon exec said competition depended on splitting Amazon in two.

        7. To keep its grip, Amazon is going to try to buy off constituencies, one by one.

        8. Workers getting a raise is a good thing. But what we need is so much bigger. No company should have this much power. Inevitably, it means that Amazon gets to set the rules, economically & politically. And those rules will always privilege Amazon’s interest over the public’s.

        Oct 02, 2018 02:52 PM

        By the look of Bezo…..he ain’t living no organic life…. corporate organic more like it. 😆

          Oct 03, 2018 03:38 AM

          Bezo the jerk,…….organic growth…. lol 🙂

            Oct 03, 2018 03:40 AM

            He is disrupting my organic food supply…….

            Oct 03, 2018 03:44 AM

            May he eat USDA organic….from Monsanto lol

            Oct 03, 2018 03:52 PM

            Good one……I agree…………. 🙂

    Oct 02, 2018 02:18 PM

    Doc, our NGD is looking good. Glad I bought more @.81 last Thurs and .79 yesterday. Wish I’d bought more@.76 last Fri. but I am not perfect.

    b
    Oct 02, 2018 02:29 PM

    On the TV news tonight.

    Its just been realized that legal cannabis producers will not meet demand for at least a year.

    Well thats a surprise.

      Oct 03, 2018 03:23 AM

      b they said the exact same thing about not having enough approved growers to meet the demand 2 years ago when Washington & Oregon made recreational legal.

      The reality was that there were tons of growers and outlets that flooded the markets and drove pricing down, so that when combined with the huge taxes taken off the top and the inability of the businesses to get normal tax breaks, it made it hyper competitive. The markets are still flooded with supply there today, and many started growing plants at their homes reducing demand. Basic economics of supply & demand will always smooth over any short term imbalances.

        b
        Oct 03, 2018 03:33 AM

        Agree completely EX, but the news made investors aware of the share price jump coming today, which happened.

        That was the reason for posting.

        Otherwise, pot shares are over priced now, a few people have mentioned that.

        Bob I think, and I posted that canopy was lookin pretty parabolicalish when it hit $70.

        Something like that I dont recall exactly what I called it.

    Oct 03, 2018 03:09 AM

    Poland Re-Engages With Gold After Biggest Purchase In 20 Years

    Anna Golubova – Tuesday October 02, 2018

    “Taking advantage of lower prices, the European country added nine metric tons to its gold reserves in July and August, which marked the biggest acquisition since 1998. The purchase is valued at around $355 million based on current gold prices.”

    “The NBP [National Bank of Poland] reserve management policy is based on diversification,” mBank SA senior economist Marcin Mazurek told Bloomberg. “Perhaps the basic criterion is the low price of the gold, combined with the expectation for higher global inflation.”

    http://www.kitco.com/news/2018-10-02/Poland-Re-Engages-With-Gold-After-Biggest-Purchase-In-20-Years.html

    Oct 03, 2018 03:36 AM

    Brent Cook: I Anticipate a Slow and Steady Rise In Gold Prices

    by @PalisadeResearch on October 3, 2018

    https://ceo.ca/@palisaderesearch/brent-cook-i-anticipate-a-slow-and-steady-rise-in-gold-prices

      Oct 03, 2018 03:19 AM

      Slow and steady…..is BS.
      We are already behind a couple of years. , which is lost
      money, (except for the trading)
      When it does climb up to the 1/2 way mark, …it will be beaten back by the Fraudsters/Banksters.(London Fix)
      A Cup and Handle Approach. to investing….. , a cup of teasing and a broom handle wooping at the time when everyone gets excited.
      …Grinding slowly and steady BS…… 🙂

        Oct 03, 2018 03:21 AM

        I know , …do not shoot the messenger ……….. 🙂

          Oct 03, 2018 03:18 AM

          It took only 10 minutes to send Gold and Silver prices soaring

          Bloomberg News | about 23 hours ago

          “In the 10 minutes ended 8:50 a.m. in New York, December gold contracts equal to almost 1.57 million ounces traded on Comex — almost 12 times the 100-day average volume for that time of day. The spike in trading pushed up prices for the metal that had been trading little changed earlier. In the case of silver futures, contracts representing more than 36 million ounces traded at 9:30 a.m., erasing earlier losses.”

          “This is a gold move and silver is catching up,” Tai Wong, the head of base and precious metals trading at BMO Capital Markets, said in telephone interview from New York. The trading activity “suggests that an investor is making a significant allocation in gold at the beginning of the month.”

          http://www.mining.com/web/took-10-minutes-send-gold-silver-prices-soaring/

            Oct 03, 2018 03:19 AM

            Slow & Steady…… How about 10 minutes for a change in the tide? 😮

            Oct 03, 2018 03:37 AM

            10 mins. here, 10 min. there.,,,,,soon we will be talking big money…….. 🙂

            Oct 03, 2018 03:18 AM

            Agreed. We’ll see a show about all those 10 minute increments adding up tonight on 60 minutes.

            Oct 03, 2018 03:54 PM

            After hours……down, down, down…….. Fedsters LBMA….Hog Washers……..

    Oct 03, 2018 03:54 PM

    One step forward, two steps back for gold and silver at the moment…. Yawn!
    Patience is a virtue but times continues to tick…

      Oct 03, 2018 03:56 PM

      I agree it’s been pretty boring lately in most of the resource stocks, with the exception of cannabis stocks.