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    • Mon, May 03, 2021 - 06:29pm   (Reply to #13)

      #16
      hammer6166

      hammer6166

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      Excess Deaths: Who Dies From COVID19?

    The treatment didn’t become national until recently which means it will take time to roll out. Uttar Pradesh was one of the few states that had approved the treatment a while ago and they are fairing better. See Dr Kory’s April 28th update for more information. I think it was about 2/3 of the way into the video: https://youtu.be/JESrh_2KOzo

    Anecdotally, I work with several offshore teams in India. Over the last 4 weeks, the mood has definitely shifted. I hear fear in their voices. At least one of them has had Covid and has returned to working after about 2 weeks. My guess he is in his mid 30’s.

    FWIW, none of my Indian coworkers in the US or India have heard about Ivermectin. The teams are located in Pune (close to Mumbai), Trivandrum (far southwest), and Cochin (far southwest). They are not close to Uttar Pradesh (north).

    • Thu, Apr 22, 2021 - 05:24pm

      #6
      hammer6166

      hammer6166

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      NIH NCATS Director Resigns

    Right on NIH website. No shame. Announce to the whole organization, it is time for me to cash in in the private sector.

    https://www.nih.gov/about-nih/who-we-are/nih-director/statements/nih-statement-departure-dr-christopher-austin

    “It is with immense gratitude and sincere best wishes that I announce National Center for Advancing Translational Sciences (NCATS) Director Christopher P. Austin, M.D. will be departing NIH. His last day will be April 15, 2021. After nearly a decade of bold leadership as the founding director of NCATS, Chris will become CEO-partner at Flagship Pioneering, a life science platforms company in Cambridge, Massachusetts.”

    Confirming Flagship Pioneering invested in Moderna:

    https://www.flagshippioneering.com/companies/moderna

    Dave, this is not the saint you/we are looking for …

    • Sun, Mar 28, 2021 - 10:58pm

      #22
      hammer6166

      hammer6166

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      PM Weekly Market Commentary – 03/26/2021

    Thank you, Dave for all the market updates over the years. The summary section with commentary have been a real pleasure, even when I don’t agree. Enjoy your vacation.

    • Tue, Nov 17, 2020 - 12:47pm

      #9
      hammer6166

      hammer6166

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      I-MASK+ protocol

    Dr Marik and the group that developed MATH+ have created another protocol, I-MASK+ for both prophylaxis and early treatment. If symptoms are more severe, use MATH+

    I-MASK+ site

    https://covid19criticalcare.com/

    Dr Kory from the MATH+ group making the detailed case for Ivermectin

    https://www.youtube.com/watch?v=sJP_Spg5v-w

    Dr Marik making the case for Ivermectin

    https://www.youtube.com/watch?v=pU6nW97eQIU&ab_channel=PaulMarik

    Downloadable PDF with I-MASK+ protocol for prophylaxis and early treatment

    https://covid19criticalcare.com/flccc-ivermectin-in-the-prophylaxis-and-treatment-of-covid-19/

     

    • Sun, Jun 21, 2020 - 05:18pm

      #8
      hammer6166

      hammer6166

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      PM Weekly Market Commentary – 06/19/2020

    Hi Dave,

    While taking the member survey, I mentioned the Gold Silver group as a reason I’m a member. Thanks again for all your hard work analyzing the data and creating great content.

    Hammer

    • Sun, Mar 22, 2020 - 03:19pm

      #11
      hammer6166

      hammer6166

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      Situation in Taiwan

    Thank you for the updates. I have co-workers in Taiwan and they have echoed how well things are working. A few of them visited San Jose, CA at the beginning of March and I mentioned they were more likely to catch the virus in the US than in Taiwan. They just smiled.

    They are planning to work from home if possible. It will probably only be the software engineers and some administration working from home. The assembly line and hardware engineers need material and equipment. They will need to go in to work, assuming there is no shutdown.

    • Wed, Jul 10, 2019 - 03:48pm

      #3
      hammer6166

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      Thank you

    Thank you for your insights and the reasoning behind them. They help provide context that is lacking in many other places.

    Kitco shows gold closed at 1421.70, +24.60 from the prior close.

    Kitco charts at comparesilverprices.com

    • Fri, Jan 11, 2019 - 10:26am

      #6
      hammer6166

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      Nice one Dave

    ‘since the “Come to Jesus” market move just before Christmas.’  🙂

    • Thu, Sep 28, 2017 - 08:18pm

      #3
      hammer6166

      hammer6166

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      Owning Platinum as PM

    Hi Nate,

    I've been skeptical about owning Platinum long term because its primary industrial use is in the automotive sector. Shorter term, it may make sense. I think your graph highlights a possible opportunity.

    Some highlights from the World Platinum Investment Council:

    • Total platinum supply expected to decrease by 2% year-on-year to 7,795 koz
    • The full-year forecast for the automotive sector is 3,360 koz, down just 2% on 2016 (3,435 koz)
    • Global platinum jewelry consumption is estimated to fall 1% to 2,590 koz in 2017
    • Overall supply is expected to contract further in 2017, due to closures of uneconomic mining at current market prices

    https://www.platinuminvestment.com/supply-and-demand/platinum-quarterly

    Supply may continue to decline because of lack of investment caused by low prices. I think both Dave and Chris have mentioned the lack of investment in commodities will eventually show up in the price.

    Hammer

    • Thu, Oct 20, 2016 - 12:01am

      #3
      hammer6166

      hammer6166

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      Shale, Iranian and World oil

    While shale production is dropping as expected, -700K barrels a day:

     

    Iranian production is up by +600K barrels a day:

     

    The EIA predicts supply meets demand in 2017:

     

    If there is no war, no recession, OPEC stays somewhat united, etc, supply drops below demand in Q3 2017. We should plan for higher prices. Maybe higher oil prices are what finally pushes us into recession.

     

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