The biggest surprise to me in this
#gold
move isn't so much the strength of the move, but the fact that many microcap juniors are still trading at similar valuations when gold was $250 cheaper.
I have a neighbor who is 86 years old. His name is Don. He’s a marvelous man, neighbor, and retired minister. He’s also a long- time
@Broncos
season ticket holder.
Last month, Don Asked me if I’d take him to a Broncos game because he thought this would be the last year of his
Ten years ago I was chasing cocaine smuggling submarines in Colombia with National Geographic. Today, I'm putting on the final edits of a
#tin
mining podcast. Life is a wild ride. Enjoy it.
If tier-1
#uranium
production is getting swooped up, where do utilities go next for supply?
Justin Huhn
@uraniuminsider
and I connect with one of the best physical uranium traders out there for the latest episode of "Going Nuclear"
Full Episode at
Sentiment in junior
#gold
equities is at all-time low. Even this move in the metal price can't budge them higher (exception a select few on specific news).
More bullish than I was back in the fall.
Huge congratulations to
@JackOALundin
and
@Will_I_amLundin
on this massive achievement. An incredible way to honor your father's legacy and support brain cancer research.
#mteverest
@LundinGroup
Learn more about the initiative and donate at
The story of
#tin
is a remarkable one. From the CIA to the current supply shortage, its been a buildup over generations and technologies. Thank you to
@METhompson72
and
@Edark94
for sharing their tin research and investment thesis in our MSD Tin Special.
As promised, here is my full length conversation with David Hunter
@DaveHcontrarian
, talking inflation,
#gold
,
#silver
, and his forecasts for a continued melt-up in the general equity markets.
Hey all you oil and gas investors.... for you weekend listening pleasure, we have another episode of "Oil Ground Up" w/
@TgMacro
.
Tony welcomes in
@Josh_Young_1
of
@BisonInterests
on why they believe early innings of a bull market are here.
If the announcement of 3 new pods in 2023 wasn't enough, just wait until we publish tomorrow's 2022 finale.
Its another triple threat with 2 segments and 3 guests. Closing the year with
@agnostoxxx
@YellowLabLife
&
@DoombergT
.
We'll celebrate tonight at Mining-4-Beer Denver.
This is the thing I love about junior mining. I know a few people who held GBR from $.60. Good on you all! Life changing wealth can be made when you back the right people and the right project. $GBR.v
Not many people I know have been batting lights out in this market since the new year. But
@TgMacro
is on a 20 game hitting streak.
Today in the Navigator he wrote: "I think gold now has the room and reason to go on a $300- $400 run to $2,500 in a one-week "shock and awe" bar."
🎄That is a wrap! 🎁 Subscribers should see the 2022 Finale in their podcast networks this morning. Two segments. 3 guests. Big picture ideas with some very intelligent big thinkers. Thank you
@YellowLabLife
@agnostoxxx
&
@DoombergT
for your contributions.
I've attended 3 mining and metals conferences over the past couple weeks. One theme which continues to keep coming up is the "brokenness" of the Canadian markets, especially for resource equities.
What do you think? Is the TSX & TSXV Broken?
We're going to talk about this week's market volatility spike with
@crossbordercap
Michael Howell tomorrow on the long-form MSD episode. Very insightful, as always, from Mr. Howell.
I added to my
#gold
equity positions yesterday.
Too many extreme negative sentiment anecdotes to ignore. The
#juniormining
fear index is ticking towards Exorcism.
Its with great enthusiasm that I share the 1st of 3 new podcasts launching under the ClearComm banner in 2023.
Ladies and Gents, ClearComm presents "Oil Ground Up with Tony Greer
@TgMacro
Here is Part 1 of my discussion with
@DaveHcontrarian
where to discuss this morning's CPI print and his forecasts for the major markets and precious metals. The entire interview will air Friday morning on the MSD long-form.
The fact the Kyle Rittenhouse trial was given more attention from the media than the current Ghislaine Maxwell trial tells you all you need to know about controlling narrative. One divides the people while the other could be a full unifier against the power that be.
Lundin Mining has approached BHP about making a joint bid for copper miner Filo, people with knowledge of the matter said, in a move that could solve fundraising needs for a neighboring project it wants to build via
@markets
The dynamic and forever changing relationship between US and China is the big topic at hand between myself and
@agnostoxxx
Shrub Cap. We discuss how I’ll-prepared the West is to demand without its decades long partner. The tides are shifting hard.
First big vacation with the family in 3 years. Something special about Willamette Pinots, especially when you get to introduce kids to the ocean for the first time. Thank you
@resourceswriter
for stepping in this week and letting this happen. It means the world to me.
Indonesia looking to "hit the brakes" on the export of all raw commodities, including thermal
#coal
,
#copper
and
#tin
. New policy potential for next year.
His book will challenge everything you think you know about global liquidity. It was a pleasure to welcome in Michael Howell
@crossbordercap
about our new bull market of liquidity we find ourselves in and how
#gold
has benefited.
Given this week's volatility, it was timely to welcome back Michael Howell of
@crossbordercap
. A conversation with Michael proves to me that there was more to this market scare than a Yen Carry Trade. In fact, liquidity remains elevated.
Ladies and Gents….. Le Shrub on “Tamagotchi Yellen" and why Treasury Dept. Secretary Janet Yellen should not be ignored with the super power of government debt she is loading into the market.
@agnostoxxx
Next week will be the final week of Mining Stock Daily for 2020. Unless there is huge news to report, I’ll take some time for the holidays and the family.
Tomorrow morning I publish my interview with
@EquinoxGoldCorp
Ross Beaty. He provides lots of insights into the recent acquisition of Premier Gold, discusses the blockade at Los Filos, and chats in-depth about being an environmentalist while also an entrepreneur in mining.
I'm looking to book a few junior resource companies on the podcast over the next month and a half, specifically companies I've never highlighted before. Who would you like to hear from?
A DoD representative discussing the Defense Production Act shared this slide at the SME Mine Finance conference. It is very specific about a $15.8M award for Fireweed’s MacTung project. The money has not been awarded yet but clearly is on the admin’s timeline. $fwz.v
#tungsten
I am just fine with gold hanging out around $1950 for a while. It wasn't too long ago when we were consolidating around mid $1700s. Let it be boring for a bit longer.
It was time to catch up with
@uraniuminsider
Justin Huhn today. Big news out of the sector last week. A game-changer of a deal and a new head at the
#uranium
table.
If you were unfairly treated by your employer due to posting or liking something on this platform, we will fund your legal bill.
No limit.
Please let us know.
Tomorrow we'll air my conversation with
@Filo_Corp
CEO
@j_beck00
on the latest drill assays out from Filo del Sol, including Hole 85. $fil.to
Why hole 85? I'll let him explain....
Today's market analysis with
@DoombergT
. Talking today's incredible reversal following
#CPI
, the political tool of the
#SPR
, and quick note on some
#uranium
news.
I was thinking I'd let this week pass without talking about
#silversqueeze
but with some recent reports out over the long weekend, it cannot be ignored. I'll be inviting
@jameshenryand
and
@ArcadiaEconomic
to the pod this week to expand.
The most shocking news of my PDAC was learning of the 16.6 Moz resource AngloGold Ashanti put out on the Bullfrog district in Nevada. Merlin deposit alone is at .99 g/t.
This appears to be Nevada’s next tier 1
#gold
camp.
This week I chat with
@ttmygh
Grant Williams in a wide range of topics around truth, trust and choice being suppressed in capital markets. It’s a powerful message for your long weekend.
Clear Commodity Network published the latest "Going Nuclear" podcast featuring myself and
@uraniuminsider
talking geopolitics of
#NuclearEnergy
. We then turn to our interview with Jeff Geringer
@jeffgeringer92
about his approach to the
#uranium
market.
MSD connected with Shawn Khunkhun, CEO of Dolly Varden Silver
@SilverVarden
, for his editorial comments following the final assays from the 2023 campaign, which also discovered a new gold-rich zone of mineralization. $DV.v
@ShawnKhunkhun
Full Episode ->
Tomorrow morning, we welcome in Le Shrub
@agnostoxxx
for a long form discussion on global markets, including a lesson on Tamagotchi Yellen, commercial real estate,
#copper
, and a flailing Chinese economy.
Those following the Teck/Glencore news know there are many angles to the story. Behind the offer lies Canadian pride, the legacy of a true
#mining
mogul, and the timeliness of ESG.
@YellowLabLife
joins me from the Eucalyptus tree to explain.
Its curtain call time for
@gabbox28
. His MSD debut today on his DD approach to mineral exploration equities. Pleasure to get this legend on the podcast and share some of his processes.
It was a pleasure speaking with Adam Rozencwajg over at Goehring and Rozencwajg
@Go_Rozen
about their
#uranium
and
#nuclearenergy
investment thesis. Just
@uraniuminsider
and I covered a lot of ground with Adam on the "Going Nuclear" podcast now available.
"The reason that I'm buying miners on this dip is because I demand of myself that I'm long
#gold
and gold miners when gold goes blasting through $2080 and rallies $500." -
@TgMacro
on tomorrow's MSD long-form.
You wont' want to miss it.
PDAC will be interesting.
Nothing broken, but my wife and ski buddies called it carnage of a fall.
Big thanks for
@CopperMtn
Ski Patrol for the safe sled ride down.
Somber day here in Yukon. I’ve had amazing conversations with John, Paul and team at Victoria Gold (on and off mic) over the years. They’ve always put their people first and I expect the same during the next few weeks. Lots of livelihoods in Yukon changed today I’m afraid.
I cannot thank you all enough for making 2020 absolutely incredible for the podcast. This new year we promise to continue telling the stories of junior exploration while also welcoming more guests, more commentary and more GIFs. Hit that subscribe button if you haven't already.
I appreciate every single message sent. I’m out for some birthday turns today. Found a few steep and fast groomers for the Ripsticks. All smiles under the mask. Much love 🙏