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David is bullish gold stocks and focused on the juniors that are still lagging

Cory
June 4, 2019

David Erfle, Founder of The Junior Miner Junky joins me today to outline his bullish stance on the precious metals. He is staying focused on the high quality juniors that still have not moved as much as some of the larger companies. When wrapping up the call David shares some of the stocks he likes right now.

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Discussion
25 Comments
    Jun 04, 2019 04:51 PM

    David’s assessments are good ones in my book. I think the dollar will lose more than 10% within the next two years.
    I like the fact that gold is almost 5% off its low while the dollar is only 1.2% off its high. I expect similar action for the weeks and months ahead.
    For what it’s worth, gold doesn’t have to go much higher from here to obtain its first quarterly MACD buy in almost 20 years.

      Jun 04, 2019 04:53 PM

      Of course I’m talking about recent low/high in second sentence.

    Jun 04, 2019 04:01 PM

    Gold is up more than 20% versus oil in the last two weeks and is most likely going higher. This is what’s really goosing the miners since it will have a substantial positive impact on profitability.
    https://stockcharts.com/h-sc/ui?s=%24GOLD%3A%24WTIC&p=W&yr=3&mn=3&dy=22&id=p56376567134

    cfs
    Jun 04, 2019 04:38 PM

    Venezuela Defaults On $750 Million Gold-Backed Swap With Deutsche Bank.

    And so it begins….

      Jun 05, 2019 05:14 AM

      The other thing…….Citi……keeps Venny’s gold…….the squeeze is on.

    cfs
    Jun 04, 2019 04:42 PM

    Benchmark Reports 259 g/t Gold and 3,320 g/t Silver over 3 Metres from New Exploration Target Area

    Jun 05, 2019 05:38 AM

    Is this another headfake for gold? I recon that often mentioned area of strong resistance approaching will give us a clue soon. The murmurings around are suggesting things are gradually changing as far as the economic landscape is concerned. Lets see if we can take out and hold that resistance.

    Jun 05, 2019 05:30 AM

    dollar working on an intermediatte low…./GC this morning hit resistance at a higher level at 1.272 buterfly expansion..plus dailt tom demark 9 count where momentum can reverse

    Jun 05, 2019 05:57 AM

    dollar is at a time range for an intermediate low….This current trading cycle down should be that low….be cautious here on holding gdx imho

    Jun 05, 2019 05:47 AM

    One should always manage their risk but I see a good pullback in the miners as a chance to get aboard for those who have little exposure.
    Despite today’s reversal and more than 2.5% fall from the day’s high, GDX is still outside its Bollinger bands. This is action not bad…
    https://stockcharts.com/h-sc/ui?s=GDX&p=D&yr=0&mn=6&dy=9&id=p53416462422&a=652082820

    Jun 05, 2019 05:03 AM

    i bought some july 22 puts this am and took profits…sold dust for small gain…i am not sure especially with fed meeting…

    Jun 05, 2019 05:18 AM

    /GC gold futures have GIGANTIC volumes today…But the GLD is shrinking away…Not sure what this divergence means?..What concerns me is that price oscillator support is way below at 123.50ish on gld……minimally it is normal for price to test that support level…my 2 cents

    Jun 05, 2019 05:33 AM

    GDX having small bounce from AM low ….Is this dumb money chasing yesterdays rally…possible of course…no reversal candle yet on daily chart but risk reward does not merit entry long for me here…..

    Jun 05, 2019 05:53 AM

    -Trump’s calls for more QE at the peak of the business cycle are something out of a “Twilight Zone” novel.

    -QE is supposed to be an emergency policy tool reserved for severe economic crisis, not for launch at the peak of the business cycle to empower ever-more government spending and debt!

    -Institutional investors are becoming very concerned (and rightly so) that Trump’s tariff taxes will push the US economy into recession before the business cycle naturally does so.
    http://www.321gold.com/editorials/thomson_s/thomson_s_060419.html

      Jun 05, 2019 05:05 AM

      trump understands the importance of holding this equity consolodation range…a break under decemmber low will end his re-election hopes…i never wanted a boring consolodation so much…and if gold is rising the charts would define stagflation

        Jun 05, 2019 05:56 AM

        It’s just a very bad idea that will result in greater harm later – especially if it “works” in the short term.
        It’s funny that he called the stock market a bubble while campaigning (when the Nasdaq was over 40% lower).
        My bet is that lower rates now will help the gold space far more than stocks. It helped years ago because the fundamental and technical backdrops were in much friendlier places.

          Jun 05, 2019 05:59 AM

          It’s been many decades but it was nice when conservatives were against (Marxist) central banking and other market manipulations.

    Jun 05, 2019 05:11 AM

    4 D Chess….or Not… 🙂
    https://www.zerohedge.com/news/2019-06-05/did-david-rosenberg-just-stumble-genius-behind-trumps-madness
    Now we have Fed heads talking about “insurance” rate-cuts, lamenting the inverted yield curve, focusing on slow-flation; and former Treasury Secretary Larry Summers agrees with Trump, demanding a 50bps cut now and more in September.

    Amid this massive flip-flop by the establishment, Gluskin Sheff’s David Rosenberg has deciphered a cunning plan emerging among all this global trade war tension and economic collapse:

    “Maybe Trump is a genius, after all.

    What if he finally gets the steep Fed rate cuts he has been demanding?

    After that, he ends the trade wars, tariffs go to zero, and the stock market surges to new highs — just in time for the 2020 election!”