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@Highheat Luke Gromen‏@LukeGromen 1m1 minute ago Luke Gromen Retweeted 13D Research Rapidly accelerating O/D deaths among prime working-age Americans (ages 25-44) is a sign the US economy is much sicker-than-advertised.Luke Gromen added,
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@lukejackson Lol @highheat $PMI & #SOROS - that'd be a promote for me
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@Highheat Ok so every time gold goes up miners go down. Pair trade to cover naked shorts buy physical sell miners.
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@nobshere @Highheat Exactly :)) Just shows whats going on https://www.youtube.com/watch?v=H-kA3UtBj4M+
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@RocketRed @Highheat Tse down 245 points Pdac curse
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@Highheat thanks @nobs ;)
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@Highheat @TheDailyGold Correction in miners or Au Ag?
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@Highheat Jonathan J. Marcus‏@jmarpdx 5h5 hours ago Practical knowledge is the ultimate commodity.
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@Highheat Thanks @Vaughan
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@TheDailyGold @highheat Correction in both
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@Highheat Is there one oil bull left on the planet? We have been reduced to weekly data watchers with long term analysis being next Wednesday. I miss the insight and vision of Matt Simmons and how he was able through hard work, look at the available data and have a vision of the future of long term oil supply/demand. I would appreciate if any knows someone I could follow with a bullish perspective on oil. Being bearish is easy, but betting against the massive wall of shorts from the hedge fund community is hard. That being said I am starting to buy back producers that have drifted to the bottom of their trading range. $TGA
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@BruceWayne I'm a bull @Highheat, but for geopolitical reasons. Been doing the same, buying large cap producers. Taking a long term approach though, not sure whatll happen in the next 6-12 months but I have a lot of faith that in a couple years people will wish they had bought at oil 54/bbl
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@MiningBookGuy @Highheat @BruceWayne - this book (I've read about 80% of it) is super-bullish #oil for geopolitical reasons: The Absent Superpower: The Shale Revolution and a World Without America https://www.amazon.com/Absent-Superpower-Revolution-Without-America/dp/099850520X/ This isn't just about shale...about supply disruptions and how oil will widely differ in prices across the globe. Fascinating read (though it's almost like 3 books in one...you can tell it was rushed to print). #oil #shale #energy #geopolitics #TheAbsentSuperPower #PeterZeihan #books
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@BS @highheat #oil shale oil and the technological advances have truly been a revolution this past decade. And during a revolution the world changes, so you can't compare before and after. So far this mostly meant increases in N American production, but if you think the technology won't reach the Middle East, you're hallucinating. The biggest oil fields in the world are found in the ME. They can replicate the US shale revolution. The world is awash in oil in a period that demand isn't growing significantly. If you want to invest in a growing part of the energy industry, take a look at renewables. Sure, they're starting from a small base, but annual growth rates are much higher than for fossil fuels. That's going to be the case for the coming decades. Peak oil is dead.
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@Highheat @BS It's a wrong to think the Middle East will replicate what has happened in N. America. First they have massive porosity in the Super K zone in The Super Giant fields not tight with hyperbolic declines like US Shale. Second they already use world class tech at Saudi Aramco. I may be wrong about Peak Oil but I don't think so it's just been a perfect supply storm coupled with a global soft depression. I get your arguments but that is a very crowded trade and I think you will see a real push back to conventional oil soon. None of these clowns have made any money look at Continental for the poster boy.
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@Highheat @BS Exxon just wrote their reserves by about a third
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@Highheat @BS I was wrong Exxon wrote down 3 billions barrels eq about 15% markdown of their total reserves of around 20 billion barrels eq
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@Highheat What happens when we use up all the fresh water fracking oil wells and have to choose between oil & water?
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@bullionaire @highheat That probably reverses somewhat with higher prices in crude.
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@BS @highheat #oil in the big scheme of things, Exxon's 3 billion barrels is insignificant: http://www.opec.org/opec_web/en/data_graphs/330.htm
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@Vaughan @FUNDAMENTALANALYSIs , great nugget to be tagged to #newbies right there. And i totally agree with you, royalty/streamers make their money off of actual production. Just want to give a shout out to my man @highheat who, during the december dip, built a large position in $hum.l. Good call, probably should have followed you in it.
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@Highheat @BS Since you feel renewables have such an outstanding future where are you finding deep value in that space?
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@Highheat Seems like the renewable space is overloved to me.
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@Highheat @bullmarketmove The biggest positive in my view for $HUM.L is that The Capital Group (aka American Funds) is there largest investor.
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@BS @highheat look at those companies that supply the materials that go into renewables and batteries. Silver, cobalt, nickel, etc.
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@Highheat Tin Foil Hat conspiracy theory of the day. Think the Oscar's were rigged with "La La Land" taking advantake of the deep capture of PricewaterhouseCoopers. #JustAHunch
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@Highheat Gold wants to run
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@Highheat More Green Lunacy: Germany’s Plan For 100% Electric Cars May Actually Increase CO2 Emissions http://www.thegwpf.com/germanys-plan-for-100-electric-cars-may-actually-increase-co2-emissions/
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@Highheat $VLE Valeura Energy announced the completion of the acquisition of its joint venture partner, Thrace Basin Natural Gas Corporation, for adjusted proceeds of US$20.9 million.
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@Highheat Let the deer run, let the children play
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@Highheat Gold stocks about ready to run. #loadUp
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@slowtrain @Highheat What are your reasons?
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@Highheat @slowtrain I am somewhat surprised that i am finding the value in quality explorers with high quality land positions at a reasonable price. Secondly as fred hickey said a higher gold price takes care of a lot of problems with miners like a 1 penny miss in EPS. Third no one really believes in this rally at this point.
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@Highheat It will go away quickly
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@Highheat Oh look #DarthFader slams Au right at the close
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@Highheat TD Amertrade down
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@Highheat You would think the #goons could be more creative than fading a big gold rally at the close of the pit by piling on more HFT paper sell bombs. It's all they know how to do. #BuyGold
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@Highheat Miners down 5% hahahahahah PS somebody hates you
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@Highheat Be careful when you trust the COMEX gold price as an indicator of what is really going on. The #Goons are pretty tricky. http://www.zerohedge.com/news/2017-02-27/swap-spreads-surge-5-year-highs-debt-ceiling-despair-strikes
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@Highheat @Goldfinger Just supply and demand.
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@Highheat I have felt the heavy invisible hand on miners for a week. Today we got the finger.
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@Highheat $TGZ today's range $1.04cnd to .87cnd
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@MiningBookGuy @Highheat - looks like a late sell-off for many of the larger producers i'm following
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@Highheat That is because when they bomb they bomb the index
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@Highheat Meet the new boss Steven Mnuchin, same as the old boss.
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@Highheat #KITCO had no reason to explain the miners bombing, I checked. But just watch in the morning they will have at least 3 stories to explain today. And I'm sure all the rest of the "goldbugs friend" media will as well. Higher rates, strong dollar, hedge fund rotation, Trump tweet, the Euro. You choose, you lose.
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