OASIS FORUM Post by the Golden Rule. GoldTent Oasis is not responsible for content or accuracy of posts. DYODD.

As of. 10-29–A zillion. charts–The great. Ed Yardeni–very. interesting

Posted by Richard640 @ 18:15 on October 31, 2019  


it is a reasonable probability that we can melt-up higher into year-end=This. guy. likes the XOP which. is. the same as my beloved. GUSH

Posted by Richard640 @ 18:06 on October 31, 2019  

This is a mixed read. While CNN’s Fear and Greed is at caution levels, AAII Sentiment shows plenty of room to run. We are there on F&G, however, being more conservative means “hold what you have” and potentially harvest some positions (or portions of positions) with big gains. Add selectively only in names of laggard sectors that can play catch-up into year end like Biotech (which has already had a nice move off the lows), and the Exploration and Production sub-sector that is trying to catch a bid. We wrote about the potential opportunity in both groups in recent weeks (biotech has already had a nice move, the E&P sector (XOP) is up very modestly, but could change overnight with a Phase 1 deal signature):

Well now we are here, and everyone who is still underweight equities will have to chase. The likely near term move is a mini-shakeout to rattle the new money from the last week or so that is “late to the party.” Once the weak hands are back out it is a reasonable probability that we can melt-up higher into year-end. That said, when everyone’s waiting for a pullback to buy, you might not get it…
The National Association of Active Investment Managers (NAAIM) Equity Exposure Index (Video Explanation Here) reading this week confirmed that active managers are still underweight equities (relative to bonds and cash) at just 65%. They were not positioned properly for this breakout to new highs (as we noted from the BaML Global Fund Manager Survey several weeks ago).


seems the Impeachment whistleblower has been outed and he has a bad case of TDS

Posted by Maddog @ 16:49 on October 31, 2019  


If this is all they have, then why bother.

Tomorrow will be really telling IMHO

Posted by Buygold @ 16:05 on October 31, 2019  

If we can actually rally or be flat on a jobs report day, I will probably crap my jeans.

If not, everything will be “as expected” and I’ll be glad I didn’t try to add anything today.

Good day though – don’t get it, but I’ll take it!

There’s no doubt that the Rig exists….so the longer this fight between the Donald and the Swamp

Posted by Maddog @ 16:04 on October 31, 2019  

goes on, the more likely it will be exposed….

New York Times Confirms: It’s Trump Versus the Deep State

New York Times Confirms: It’s Trump Versus the Deep State


Posted by ipso facto @ 14:55 on October 31, 2019  

Not too good a quarterly for MUX this time around. But I’m sticking. I think they do better as time goes by.

Hey Ipso

Posted by Buygold @ 14:48 on October 31, 2019  

Yes. In SAND’s case it appears to be. I’d like to see some reward in MUX at some point.

If we’re able to hold gains in the metals and shares today and then again through the jobs report tomorrow, I’d think that was a miracle.

Don’t think the SM likes the hawkish rate cut or the Trump impeachment.


Posted by treefrog @ 14:25 on October 31, 2019  

whatever it was, it was good.  i always try to sample the local treats.  another memory of that trip was when we camped on a bluff in nova scotia, above the atlantic.  a really international moment, an american family camping in a sioux tipi (poles carried on a jap pickup), grilling lobsters over a fire, and eating them with a cheese sauce from quebec (something like melted brie) and corn on the cob roasted in the coals.

restaurants are o.k. but i can usually do better.

Treefrog – sounds like a Brioche dough

Posted by Alex Valdor @ 14:02 on October 31, 2019  

…or Miche ,

Or possibly even Swiss Zopf ?

Treefrog – Quebec has some really good food

Posted by Alex Valdor @ 13:48 on October 31, 2019  

Some of my cousins live a mile from the Ontario/Quebec border – in fact they picked up their mail in Quebec , until the Post Office decided that if you lived in Ontario , your mail address had to be in Ontario . The village in Quebec had a boulangerie that made bread that was so delicious I would buy a half dozen loaves before returning home ( over a hundred miles away ) , and freeze it to enjoy later .

Buygold @ 12:49

Posted by ipso facto @ 13:39 on October 31, 2019  

At least the market is rewarding success with a higher stock price!

alex, 12:44

Posted by treefrog @ 13:29 on October 31, 2019  

i’ve seen few french villages so small there wasn’t a boulangerie.

i was travelling with my kids (1992?) in rural quebec and wr were hungry in mid-afternoon.  i stopped at a local boulangerie and they had a braided loaf of the most delicious, sweet, buttery bread.  almost like pastry.  i wish i remembered what they called it.



Posted by goldielocks @ 13:15 on October 31, 2019  

Lol So no Starbucks or MAC Donald’s along the way? I learned when rotating hours Starbucks runs out of breakfast meals from day shift by the time you get off night shift 🙁

Sandstorm looking good – finally something I actually own. Selling RGLD, buying SAND?

Posted by Buygold @ 12:49 on October 31, 2019  

Sandstorm Gold Royalties Announces Record 2019 Third Quarter Results

4:38 pm ET October 30, 2019 (Accesswire) Print
VANCOUVER, BC / ACCESSWIRE / October 30, 2019 / Sandstorm Gold Ltd. (“Sandstorm Gold Royalties”, “Sandstorm” or the “Company”) (NYSE American:SAND, TSX:SSL) has released its results for the third quarter ended September 30, 2019 (all figures in U.S. dollars).

Third Quarter Highlights

  • Record attributable gold equivalent ounces sold1 of 17,289 ounces (Q3 2018: 14,314 ounces);
  • Record revenue of $25.8 million (Q3 2018: $17.3 million);
  • Record cash flows from operating activities, excluding changes in non-cash working capital1of $18.2 million (Q3 2018: $11.7 million);
  • Average cash cost per attributable gold equivalent ounce1 of $288 resulting in cash operating margins1 of $1,203 per ounce (Q3 2018: $248 per ounce and $960 per ounce respectively);
  • Net income of $6.2 million (Q3 2018: $2.1 million);
  • Normal Course Issuer Bid: Under Sandstorm’s normal course issuer bid, the Company purchased and cancelled approximately 2.4 million shares during the third quarter of 2019;
  • Commercial production at Aurizona: On July 1, 2019, Equinox Gold Corp. achieved commercial production at the Aurizona mine. Sandstorm has a 3%-5% sliding scale net smelter returns (“NSR”) royalty on the project. At gold prices less than or equal to $1,500 per ounce, the royalty is a 3% NSR royalty. At gold prices between $1,500 and $2,000 per ounce, the royalty is a 4% NSR royalty.

When in Rome ….etc.

Posted by Alex Valdor @ 12:44 on October 31, 2019  

I will never forget traveling in France by car with my late wife on scenic rural roads , and forgetting that the French restaurants have rather strict hours of operation . We had visited a chateau/vineyard in Burgundy after a meager ‘breakfast’ of croissant and coffee . I had known the owners , so the tour of the thousand year old chateau dragged on until well past noon . We got back on the road , and by that time my wife was ravenously hungry , and letting me know it . Finally , I spotted an inn with a nice terrace restaurant … Perfect ! I pulled off the road , and we sat down . A few minutes later a waiter emerged to tell us that we were too late for lunch . I’d forgotten that after 2 pm , there was no lunch service anywhere . I should have known better !

It was a frosty afternoon in the car as we continued our travels with empty stomachs !


Posted by goldielocks @ 12:12 on October 31, 2019  

Guess when traveling public transportation bring drinks, snacks and a deli sandwich along.
Some friends just got back from Japan. They were traveling all over and sent pictures of bullet trains and a two tier bus with open top. They also sent pics of homeless too but better dressed and not unruly. Guess problems are everywhere now. After they got back I didn’t hear from them a couple days cuz they were exhausted lol

October’s payroll number will be depressed by about 46,000 because of workers who were temporarily off payrolls during the six-week United Auto Workers strike against General Motors that ended Oct. 25.

Posted by Richard640 @ 11:34 on October 31, 2019  

Economists are predicting that the Labor Department’s monthly jobs report out on Friday will show that job creation fell below 100,000 in October. Job creation was reported at 136,000 in September and has averaged 157,000 per month since July. According to an advisory from the Bureau of Labor Statistics, October’s payroll number will be depressed by about 46,000 because of workers who were temporarily off payrolls during the six-week United Auto Workers strike against General Motors that ended Oct. 25.

Thanks , IPSO

Posted by Alex Valdor @ 10:45 on October 31, 2019  

I like the fact that they are paying down debt faster than planned .

Alex Valdor

Posted by ipso facto @ 10:36 on October 31, 2019  

Seems like an over reaction! You’ll be sitting pretty by the EOD.

knock etc …

Market didn’t like this one

Posted by ipso facto @ 10:23 on October 31, 2019  

Pretivm Reports Third Quarter 2019 Operating and Financial Results


Pretium slammed HARD today !

Posted by Alex Valdor @ 10:19 on October 31, 2019  

So I bought a little more .

Been one of my better purchases

Posted by ipso facto @ 10:10 on October 31, 2019  

Teranga Gold Delivers Strong Operating Results from Sabodala and Commissions Second Mine During Third Quarter


Has everyone voted in the poll?

Posted by ipso facto @ 9:35 on October 31, 2019  

Likely … Do we really need them?

Posted by ipso facto @ 9:34 on October 31, 2019  

Markets Spooked By Report China Doubts Trade Deal Is Ever Possible


BG – and succeeding !

Posted by Alex Valdor @ 8:33 on October 31, 2019  
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Post by the Golden Rule. Oasis not responsible for content/accuracy of posts. DYODD.