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Takeaways From The Beaver Creek Conference – The Good and Bad

Cory
September 23, 2019

Brien Leni, Founder of the Junior Stock Review joined me today to share his overall takeaways from the Beaver Creek Conference. While the precious metals sector has improved there are still a lot of companies that are not attractive investments. We bring up a couple of the good opportunities and a couple factors that scare us away.

Click here to visit Brien’s site and keep up to date on what he is writing about.

Discussion
19 Comments
    CFS
    Sep 23, 2019 23:56 AM
    Sep 23, 2019 23:08 AM

    SLV’s big gap today took SLV above important resistance in a single bound. It would be great if the gap holds as it would turn today’s new shorts into bull food…
    https://stockcharts.com/h-sc/ui?s=SLV&p=D&yr=1&mn=6&dy=0&id=p67357782254&a=681323555

    b
    Sep 23, 2019 23:17 AM

    Gold seems to be having a hard time dropping in price.

    Oct is earnings reporting I think.
    Maybe the crash that Bob is talking about happens then and gold gets sold for liquidity.
    But right now, gold doesnt seem to want to drop.

      CFS
      Sep 23, 2019 23:23 AM

      Gold is a world market…..Asia and Europe fleeing to safety.

      CFS
      Sep 23, 2019 23:34 AM

      Also JPMorgan and CitiBank metal’s desks are under investigation, so they can’t manipulate prices.

        b
        Sep 23, 2019 23:43 AM

        We could simply be having an oversold bounce.

    CFS
    Sep 23, 2019 23:21 AM

    https://youtu.be/qUtKZAYa_BA?t=14

    Ira’s morning.
    Germany in trouble……Deutsche Bank in serious trouble.

    CFS
    Sep 23, 2019 23:47 AM

    JPMorgan Chase HAS BILLIONS OF LOANS RIDING ON WeWork
    By Pam Martens and Russ Martens: September 23, 2019 ~

    WeWork’s business model isn’t workable. Everybody understands that except the Wall Street bank that has the most to lose if WeWork’s initial public offering (IPO) of its stock doesn’t move forward. That bank is JPMorgan Chase, one of the two main underwriters of the IPO, along with Goldman Sachs.

    WeWork’s business model is to take long-term leases in commercial office buildings and then sub-lease that space under short leases to small businesses, start-ups and freelancers – none of which are particularly known for their ability to pay rent in a downturn. WeWork is currently on the hook for more than $47 billion in long term leases while it has yet to figure out how to make a dime of profits.

    JPMorgan Chase is so interconnected with WeWork that to a number of minds WeWork looks like little more than a strawman for the bank and the bank’s biggest commercial real estate clients in New York City where WeWork is taking vacant space off the market at seismic speed. WeWork is now the largest office tenant in New York City.

    CFS
    Sep 23, 2019 23:55 AM

    Webb and spies and stuff…

    https://www.youtube.com/watch?v=oZWrH9mK14s

    Sep 23, 2019 23:12 PM

    Names dates and places………….for the spy stuff………

    Sep 23, 2019 23:33 PM

    You need both tapes……..to make the connection…….
    https://www.youtube.com/watch?v=jjCVnok1Qvk

    Sep 23, 2019 23:38 PM

    Webb take down…… lol thanks cory