There is a sporting event this weekend:
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PS: The reason it's a good analysis isn't contained in the headline or Zico's personal prediction that Gemany will win (reminder of my personal position: it's way too difficult to call this match, plus I'm an Argentina supporter). Look beyond the easyread headers and to what he says about the teams, that's the gold in this note.
UPDATE: Found another. Jim White on the final and the potential that Lionel Messi brings to the game is also smart and insightful football writing. Equally high recommendation, read it here.
- 44 weeks of predictions, of which just 16 have been accurate.
- In the weeks when more than 50% of participants choose one of the three options (bullish, bearish, neutral) the track record is even worse, with just 10 correct weeks out of 30.
"Last week, survey participants were mildly bullish for this week. As of 11:30 a.m. EDT, Comex August gold was up about $18 for the week."
Cerati's Soda Stereo hit, reworked to die for.
Dedicated to the city that'll be on my mind Sunday afternoon.
But all this Freedom Fest thing has come as ample reminder.
Seriously, what a complete twat.
Meanwhile, recommended reading on mining matters is this from Eric Coffin (h/t iwnattos)
Yesterday we noted the lacklustre production numbers from Endeavour Silver (EDR.to), today it's Fortuna Silver (FSM) (FVI.to), but these numbers are strong.
Yes, as predicted.
UPDATE: I'm going to put the Vine here, rather than embed it. Well worth seeing to get an idea of just one of the several hundred things Javier Mascherano did today. Instead here's a shot of Obelisco, in the centre of Buenos Aires, taken a few minutes ago:
Let's see, how did it go again? Ah yeah
Germany will beat Brazil...
..I've been unimpressed with Brazil going forward..
...against teams with either plain mediocre or reasonable defences...
..Germany has arguably the best defensive line-up at the tournament, plus (again arguably) the best goalkeeper in the world..
...Without Neymar Brazil will still attack, but their strategy has to turn around 180º ... and I don't see the necessary form in the front line....
...Brazil will also miss Thiago Silva greatly...
...Germany has played in the classic German style and is consistently dangerous up front, it's a simple game they play but they play it well....
...from what I've seen Brazil don't seem to have the necessary mental toughness....
...emotions and nerves running in the wrong way and causing the team to lose balance at vital times....
...This I blame squarely on the manager Scolari...
Any further questions?
PS: A jolly song
"...this is the type of reasoning you'd expect from a seven-year-old from a stone-age culture, not from someone who can be trusted to manage people's money."
In short RJ, your analyst needs a large dose of pinkslip.
From: Cal Everett
Date: July 3, 2014 at 11:03:55 AM CDT
Subject: Condor drill results - see attached
This is interesting. CN has 30 percent, 70 percent in a UK listed company called Mariana
If you open up the link on the map, the drilled breccia pipe is small, say 100 m by 100 m by 175 m vertical, by guess at an SG of 2.9 due to the sulphide content.
- guess tonnage of around 5,000,000 tonnes, and you arm wave in around 17,500,000 ounces of Ag and 120,000 ounces of gold, plus base metals.
- the hole 50 m away, drilled a while ago was 33 m at 3.45 gms Au and 22.8 grams Ag, outside of the pipe.
- not a lot of drilling, but inferences are a large area with isolated blob like Ag Au targets.
Could be size to this. There is an inference in the release of a porphyry body feeder system to depth.