Archives — January 2012 back to current month (159)
The non-Chinese rare earth metals sector is not dying, insists Byron King, editor of Outstanding Investments and Energy & Scarcity Investor. However, a rare earth miner's path to success significantly differs from the precious metals game. In this exclusive interview with The Critical Metals Report, King explains what makes this market distinct for producers and investors alike and offers winning strategies for both camps.
Powers Energy Investor Editor Bill Powers doesn't shy away from microcaps; he embraces them. In this exclusive interview with The Energy Report, he explains why triple-digit oil is here to stay and how the best-positioned companies will be sitting pretty when natural gas prices rise—as will investors who time the rebound right.
It may seem counterintuitive that rare diseases might actually be biotech growth drivers, but Senior Analyst and Managing Director Geoff Meacham of JPMorgan Chase makes just that case. In this exclusive interview with The Life Sciences Report, Meacham lays out his premise that hepatitis C and orphan disease drugs can cure the woes of growth-starved investors.
Fed Action Will Decide Next Major Move for Gold (01/31/2012)
"Economic strife in Europe is the biggest deciding factor for gold prices this coming year due to the impact it will have on global monetary policy."
MLPs Finish January Positive, But Stocks Winning (01/31/2012)
"This year marks the 5th January out of 17 that MLP Index has under-performed the S&P 500 for January. This is more a virtue of the MLP Index usually outperforming."
After a tough year in 2011, there is definitely a good selection of underpriced junior resource stocks available for astute investors to focus on before the rest of the herd finally wakes up and smells the gold. In this exclusive interview with The Gold Report, Matthew Zylstra, mining analyst at Northern Securities, reviews the gold, silver and PGM markets and tells us why he believes that better times are ahead for junior miners in 2012 and which ones he particularly likes at current price levels.
Beijing Shoppers Snatching Up Gold (01/30/2012)
"During last week's Lunar New Year holiday, China saw a 'gold rush,' with consumers spending more on gold than during the 2011 festival."
Junior Gold Stocks Rebound from Lows (01/30/2012)
"Mining companies that grow their business and add value could perform fantastically thanks to a likely increase in the valuation of the sector."
Silver: Epic Reversal (01/30/2012)
"If silver blasts through $40/oz, it's probably on its way to the all-time high. In that case, the next big move would be to the upside, with potential for $70/oz targets and triple-digit silver prices."
Junior Gold Stocks Rebound from Lows (01/30/2012)
"Mining companies that grow their businesses and add value could perform fantastically thanks to a likely increase in the valuation of the sector."
"Recent moves by Russia, Iran and especially China have just improved U.S.-based energy prospects. That's why I'm going to focus on one country many people haven't heard much about: Turkmenistan."
Warren Buffett's Renewable Energy Investment (01/30/2012)
"With concerns over the likelihood of higher gas prices this summer, the bill and its sponsors propose the creation of a 'Reasonable Profits Board' that would control the profits of oil and gas companies."
Congress' Next Bad Idea Would Destroy the Shale Boom (01/30/2012)
"Last week, six members of Congress, led by Rep. Dennis Kucinich, introduced the 'Gas Price Spike Act.' With concerns over the likelihood of higher gas prices this summer, the bill and its sponsors propose the creation of a 'Reasonable Profits Board' that would control the profits of oil and gas companies."
Copper Continues to Confound the Commodities Crowd (01/30/2012)
"In the long run, we will continue to use more copper worldwide every year than we are discovering in new deposits and developing into new mines. Therefore, I remain a long-term secular bull for copper, as the citizens of emerging market countries demand the electricity, modern-day transportation and myriad of consumer goods and conveniences that we view as necessities in the developed world."
Is 2012 the Year of the Golden Dragon? (01/30/2012)
"More Chinese customers are purchasing gold as a way to give a gift that will also offer protection from inflation and preserve wealth."
Why Gold Is Shining Bright and What the Fed Is Doing (01/30/2012)
"If central banks around the world continue to print money, there are only a few places to hide. Precious metals and other commodities like oil will vastly outperform stocks in the long run if the dollar continues to slide."
"It appears that we have conditions that are ideal for gold stocks to finally take the lead in this bull market."
Arguing with the Market (01/29/2012)
"If Bernanke can break the dollar rally and get the dollar moving south again there is no way we are going to experience a deflationary bear market this year."
The Long-Term Bull Market E Wave Count (01/29/2012)
"My instincts still tell me that the S&P 500 lows of 1,074 may have been primary wave 4, and we are in primary wave 5 up now."
Philip Ker, a mining analyst for Canada-based Union Securities Ltd., says while current market conditions are affecting the junior mining space, they are also helping investors to identify low-risk opportunities and projects that may provide future value growth. In this exclusive interview for The Gold Report, Ker discusses how the industry will need to continue to see positive news, especially from senior and midtier producers, which should trickle down to the juniors.
Gold Has Foundation to Build Next Move Higher (01/27/2012)
"Wholesale market gold prices were headed for their biggest one-week rise since the start of December in London Friday, climbing back through $1,720/oz, a weekly gain of over 3%."
Central Bank Gold: Joining the Dots (01/27/2012)
"Central banks control a shrinking proportion of what's been mined from the ground. A far greater tonnage of gold again is finding its way into private ownership, and there it's having a greater still impact on how money and finance work."
"Recent moves by the Fed and Congress are very friendly to precious metals. They reinforce the belief that officials will continue to flood the economy with money in hopes of spurring growth. This reinforcement of friendship has helped gold prices increase more than 12% this month."
Gold ETF Mass Exodus (01/27/2012)
"The ETF GLD acts as an incredibly important conduit for the vast pools of stock-market capital to easily flow into and out of physical gold bullion."
"The geology of Canada and the remote regions, especially the north, provide excellent opportunities for finding the resource with the narrowest niches."
Junior Resources Companies Set to Outperform? (01/27/2012)
"Emerging market countries, including Brazil, India and China, have switched from a tightening mode to an easing cycle, which generally has had a positive effect on the markets."
The lithium market is currently dominated by a handful of major producers, but investors naturally look to smaller junior exploration and production (E&P) companies for the real growth. Economist Daniela Desormeaux of Santiago, Chile-based signumBOX takes a global macroeconomic view of the lithium industry and concludes that supply will meet demand, but if the adoption of vehicular lithium ion batteries occurs sooner than the market expects, demand could overtake supply. In this exclusive interview with The Energy Report, Desormeaux discusses some of the juniors that could ultimately add some energy to portfolios.
Broken Dollar (01/26/2012)
"The risk is great that the stock market could enter a runaway type rally if the dollar has begun the move down into an intermediate-degree bottom."
"I see three initial questions arising from President Obama having thrown down the 'clean energy challenge' gauntlet: Is it a good idea? Is it attainable? How can investors profit? Let's take a look at-and answer-all three."
"Market conditions often cause silver to fall behind gold for quite some time, whereafter silver normally catches up in a big way."
The Surprise Rally in Gold and Silver (01/26/2012)
"Gold appears to be making a reversal at oversold and long-term support levels, breaking a five-month downtrend."
Filling an Energy Order with Chinese Takeouts (01/26/2012)
"China has been hungry to power its country for more than 1.3B residents, and takeouts of commodity-related companies is one way to fill its tall energy order."
Fayyaz Alimohamed, CEO of Altair Ventures Inc. and publisher of the Acamar Journal, offers historical perspective and predictions on the global economic crisis. In this exclusive Gold Report interview, he foresees a "mania" in junior mining stocks and recommends holding physical gold outside the banking system as a safety net.
Fed Policy Set to Support Gold (01/25/2012)
"Spot market gold bullion prices dropped to $1,653/oz Wednesday morning, down 1.7% from Monday's high, while stock markets, commodities and the euro all slid and U.S. Treasuries gained after the head of the International Monetary Fund suggested the European Central Bank could take losses on its Greek bond holdings."
Peering Through Exxon's Looking Glass (01/25/2012)
"The emerging world will push global energy demand 30% higher by 2040, according to ExxonMobil's Outlook for Energy: A View to 2040. The report contains some interesting projections on what may be in store for the energy sector in the coming decades."
Iranian Oil Sanctions (01/25/2012)
"While Tehran expressed displeasure at the EU's latest move through diplomatic channels, the Iranian oil ministry issued its own statement January 24 saying through its official spokesman the sanctions were a 'dangerous game' that the EU would not win."
Should Apple Buy Gold? (01/25/2012)
"What should Apple do with its massive cash hoard? A relatively small gold position in Apple's portfolio could help the company further offset currency and monetary policy risks to its $97.6B stockpile."
"During his State of the Union Address to a joint session of Congress Tuesday, Obama noted, 'We have a supply of natural gas that can last America nearly 100 years. And my administration will take every possible action to safely develop this energy.'"
Will Iran Kill the Petrodollar? (01/25/2012)
"A major portion of the U.S. dollar's valuation stems from its lock on the oil industry—if that monopoly fades, so too will the value of the dollar."
The Fed Weighs In! (01/25/2012)
"Right now no one owns gold outside of institutions and the so-called 'smart money' that filled out their positions years ago. That means the potential for much higher prices is tremendous."
Will Iran Kill the Petrodollar? (01/25/2012)
"A major portion of the dollar's valuation stems from its lock on the oil industry—if that monopoly fades, so too will the value of the dollar. There is one outcome that we foresee with certainty: Gold will rise. Uncertainty around paper money always bodes well for gold."
Rare Earths Breaking Downtrend to the Upside (01/25/2012)
"The handheld smart devices envisioned by early pioneers such as Steve Jobs would only have existed in the fertile brains of a handful of scientists in the absence of rare earths."
The President's Big Shout Out to Shale (01/25/2012)
"A two-billion-year-long-no-mention streak finally came to an end, with President Obama devoting a significant segment of his nationally (and internationally) televised address to touting the promise and potential of developing America's enormous natural gas resources."
Last year marked the third-largest growth in the potash industry, but hesitancy from India and China may put things on hold in 2012. However, MGI Securities Analyst Corey Dias still expects to see a lot of positive news coming out of the junior potash space. In an exclusive interview with The Energy Report, Dias specifies which companies he'll be following for progress.
Graphite Applications Expanding: Ryan Fletcher (01/24/2012)
Graphite, once the stuff of pencil lead, figures prominently in post-paper-age consumer electronics, and escalating spot prices reflect its critical role in electric vehicle manufacturing. In this exclusive interview with The Critical Metals Report, Zimtu Capital Director Ryan Fletcher explains the fundamentals underpinning the graphite market. It adds up to ample opportunities for investors.
When Will Silver Reach a New High? (01/24/2012)
"Silver is more volatile than gold. Already in this decade, silver has risen by a factor of 12 from its 10-year low ($48.70/oz vs. $4.07/oz), while gold has seen about a sevenfold climb ($255.95/oz vs. $1,895/oz)."
Super Mario (01/24/2012)
"The euro discount is helping German exporters but didn't do the gold price any favors. Gold has seen a nice bounce in the past two weeks, aided by Iranian saber rattling."
Gold Traders Welcome Chinese New Year Celebrations (01/24/2012)
"The week-long celebrations in China to usher in the Year of the Dragon are set to boost demand for gold, and traders say 2012 looks to be another good year for the metal."
"Recently, we noted a potential major bottom in both the metals and the mining stocks. With common stocks nearing major resistance, it is no surprise that we are nearing a point where the secular bull trend is ripe for reemergence."
India to Buy Iranian Oil with Gold; China May Follow (01/24/2012)
"India has reportedly agreed to pay Tehran in gold for the oil it buys, in a move aimed at avoiding U.S. sanctions that target countries that trade with Iran. China, the number one buyer of Iranian oil, may follow India's lead."
India to Buy Iranian Oil with Gold (01/24/2012)
"This is only going to accelerate the decline of the dollar and its role as world reserve currency. It should also help boost the price of gold and further legitimize the movement to return to a gold standard."
Annie Zhang, an analyst with Toronto-based investment bank Octagon Capital, is expecting some good stories to come out of Argentina and Canada this year. In this exclusive interview with The Gold Report, she targets several exploration and near-term producing companies with burgeoning results on the horizon.
What Does a Flattening Yield Curve Mean for Gold? (01/23/2012)
"The yield curve is an immensely useful economic indicator and hence can be used as one of the determinants of the gold price."
"The U.S. dollar cost to buy gold hit a six-week high of $1,677/oz Monday morning in London, as stock markets, commodities and the euro all pushed higher and U.S. Treasury bond prices dipped."
It May Take a Dragon to Breathe Fire into Markets (01/23/2012)
"China's rapid growth has made a powerful case for commodities over the past several years. Once the country shifted from exporting to importing an energy commodity, there was no looking back."
Is Nuclear Power Safe Yet? (01/23/2012)
"Companies that specialize in uranium mining are highly profitable and on the move, as not only are many new nuclear plants coming on line, but existing plants need regular renewal of this precious resource."
It May Take a Dragon to Breathe Fire into Markets (01/23/2012)
"China's rapid growth has made a powerful case for commodities over the past several years. Once the country shifted from exporting to importing a commodity, there was no looking back."
Solar Competes with Natural Gas (01/23/2012)
"There's no doubt that there's still plenty of money to be made in solar. You just have to know where to look, and of course, not get caught up in all the hype."
Gold Confiscation: A Reality? (Part III) (01/21/2012)
"We would go so far as to say that all the world's central banks are very aware of the need to continue to use gold in the monetary system and, more pertinently, that that role is growing, much as they hate that prospect."
Week Thoughts: How Low Can Nat Gas Go? (01/21/2012)
"The more interesting question is: How long before it recovers? I'm betting it will be years at this point, and I'm not alone."
Kwong-Mun Achong Low, an analyst with Northern Securities in Canada, thinks that copper and gold juniors are in for a better run this year. He's ferreted out the juniors with the most promising management and assets that are on a path to production—not to mention rising stock prices. In this exclusive interview with The Gold Report, Achong Low discusses why copper may have a slight edge on gold in 2012 and what companies are the crown jewels of his coverage list.
Gold for the Week Down in Euros, Up in Dollars (01/20/2012)
"'With physical demand providing little support, the dollar continues to largely dictate movements in gold.'"
Gold-Stock Upleg Cycles (01/20/2012)
"Traders aren't very enthusiastic about the gold mining sector at the moment. But they sure would be if they understood the gold-stock upleg cycles."
"A growing consensus of economists predicts that the Federal Reserve is likely to inject another $1T worth of easing to stimulate the economy. Such a move will provide yet another blow to the U.S. dollar and another catalyst for higher gold and silver prices."
QE3, $2,200 Gold, and the Trillion-Dollar Bazooka (01/20/2012)
"According to SocGen, QE3 is headed our way this coming March, focused on mortgage-backed securities purchases on the order of $600B over six to eight months. They see U.S. equities, European equities, oil and especially gold benefiting from this new round of fiat money printing."
Safe Havens (01/20/2012)
"I believe the gold price bottom we saw in late December is of extreme importance as it represents the transition from the second phase of the bull market on into the third phase."
The 2012 Biotech Showcase investor conference in San Francisco drew a record number of life science interests from all over the world.
Nuclear Energy Markets Tighten: Edward Sterck (01/19/2012)
Demand for uranium is expected to continue growing as China spearheads the conversion of new energy production from coal to nuclear. In this exclusive interview with The Energy Report, BMO Capital Markets Analyst Edward Sterck brings us up to date on how investors can best play this market and which companies are most likely to pick up the supply-side slack.
"Most experts believe the Keystone oil pipeline will eventually get built, but in the meantime, President Obama's decision gives both Republicans and Democrats raw material for 2012 campaign speeches."
Don't Frack Me Up (01/19/2012)
"To many walking the planet, fracking has a seriously bad reputation. Thanks to hyperbole and misinformation, fracking opponents have convinced a lot of people that the operators who drill and then hydraulically fracture underground rock layers thumb their noses at and even hate the environment."
Derisking Gold Juniors, Step by Step: Rick Mills (01/18/2012)
If you're among the many who consider investing in the junior resource sector nothing more than a crapshoot, look into Ahead of the Herd Publisher Rick Mills' steps to derisk the inherently risky business of investing in junior resource companies. In this exclusive interview with The Gold Report, Mills not only spells out the steps involved in the derisking process, but also cites specific examples of juniors he especially likes and discusses the features that put them ahead of the herd.
Gold Seeing Resistance at $1,667/oz (01/18/2012)
"The spot market price to buy gold climbed to $1,658/oz during Wednesday morning's London trade, following reports that the International Monetary Fund is seeking to boost its lending capacity by $1T."
"I see no evidence to suggest that anything we've seen so far was the end of the silver bull market, so I am expecting a very powerful upleg yet to unfold."
Gold ETFs May Continue to Shine in 2012 (01/18/2012)
"Some of the factors that will likely support gold's upward trend in 2012 are rising inflationary expectations and heightened macroeconomic uncertainty in many countries."
"Smaller drillers are consistently outshining the lackluster performances of ExxonMobil and friends. That much isn't going to change."
Congress Has Bigger Fish to Fry than MLPs (01/18/2012)
"This year's report indicates that MLPs are expected to cost the government substantially less in lost tax revenue than was estimated a year ago."
"The US must adopt new policies if it is to take full advantage of the potential 'energy bonanza' resulting from advances in unconventional oil and natural gas production, ConocoPhillips Chairman and CEO James Mulva said Wednesday."
"We noticed positive signals on our indicators suggesting that an impressive rally was in the offing, especially in our deeply oversold industrial metal miners."
When Will Gold Reach a New High? (01/18/2012)
"We're confident that a new high in the gold price will come at some point, because many major currencies are unsound and overburdened with debt. Indeed, the ultimate high could be frighteningly higher than current levels."
Chinese Dragon to Unshackle Renminbi? (01/18/2012)
"Chinese consumer spending is likely to have been underreported for some time; we donít think a housing bust in China will stifle consumer spending as much as some fear."
"Although China may not provide more monetary easing through rate cuts, the nation avoiding a hard landing is bullish for precious metals and commodities."
Real Risks to the Gold Price (01/18/2012)
"It's the real rate of interest that really matters to the ebb and flow of gold demand in the end."
Rare Earth Metals that Fit the Trends: Marcel Fuhrer (01/17/2012)
Success in the critical metals sector depends on finding the trends—how the metals will be used, where market share is allocated—and on familiarity with the companies you invest in, from who is on the management team to how much cash they have on hand. Bamert & Partner Portfolio Manager and Partner Marcel Fuhrer shares his views in this exclusive Critical Metals Report interview.
With oil reserves less and less accessible to western majors, producer stocks can carry significant geopolitical risk. In this exclusive interview with The Energy Report, First Asset Investment Management Inc. Senior Vice President John Stephenson explains why service-oriented companies are smart selections for risk-averse energy investors. No matter what happens in the oil and gas business, the companies doing the drilling have solid prospects in this market environment.
Gold and Silver Outlook in 2012 (01/17/2012)
"The bull market is far from over. Gold and silver have incurred technical damage and it would be excessive to expect more than a gradual recovery."
China: Hub of the Global Gold Market? (01/17/2012)
"With demand at its current levels, gold imports unrestrained and its own gold production now the world's largest national production level, China is inexorably moving to the heart of the gold world. It's therefore expected that China will aim to do what it can to exercise administrative dominance over it."
Has Gold's D-Wave Bottomed? (01/17/2012)
"Gold is about to be severely tested. How gold handles that test will be a big clue as to whether or not the correction is over."
When it comes to picking gold mining names in the current market environment, John Stephenson, author and portfolio fund manager at First Asset Investment Management, believes that buying the "best of breed" is the way to go. In this exclusive interview with The Gold Report, he explains his reasoning in light of how the current global economic environment is affecting prospects for the metals markets and valuations of mining company stocks. He also talks about his favorite picks in a range of three production classes and why he likes them.
Gold Gains Alongside Dollar (01/16/2012)
"U.S. dollar spot gold prices climbed to hit $1,647/oz Monday morning in London, while stock and commodity markets were broadly flat as markets absorbed Friday's news of cuts to nine Eurozone sovereign credit ratings."
Nuclear Energy's (Growing) Rebound Potential (01/16/2012)
"All told, despite the political and environmental moves to end nuclear power, the global increase in reactors was inevitable. According to Sergei Kiriyenko, head of Russia's state atomic energy company, the number of plants worldwide will double in the next 20 years."
"We're going to make significant changes to the Crown Minerals Act because conversations under previous ministers have found that there are opportunities to improve the way that companies can access our minerals and apply for opportunities to explore."
"Natural gas has collapsed in price instead of climbing during the peak winter cold months, but this price drop has more to do with U.S. production rising on a year-over-year basis than it does the weather."
Gold Trend Forecast for Q112 (01/15/2012)
"Expect a bumpy ride for both stocks and commodities in the first quarter of 2012."
Revisiting Our Proposal for an Overnight Gold Fund (01/15/2012)
"The majority of gold's declines in the recent major correction occurred during the intraday trading session, not the overnight trading session."
Gold Bugs, Stop Laughing! (01/14/2012)
"Even the best stores of wealth, meaning gold and silver since 2002 and especially 2007, in Japan just as much as in the U.S. and Europe, might be vulnerable. Zero growth, and the zero rates through which central banks hope to undo it, are starting to set around investors like concrete."
Will Gold Regain Its Safe-Haven Status in 2012? (01/14/2012)
"Gold and silver haven't yet benefited from the problems in Europe and instead investors have bypassed the precious metals and have flocked to the dollar."
Christopher Welch, a mining analyst with Ocean Equities, has been crisscrossing the Atlantic for most of the last year. He tells The Gold Report in this exclusive interview that recent trips have bolstered his conviction that mining plays in Africa are being overlooked, but it's not too late for investors to get in on the ground floor.
Markets Comfortable Again with Gold (01/13/2012)
"Copper and gold provide 'the best value opportunities' for investment this year, according to a report published by Goldman Sachs on Friday."
Economic and Gold Stock 2012 Outlook (01/13/2012)
"As upheaval increases, the environment for gold improves. Then you have negative real interest rates. Inflation for energy and food combines with deflation to create stagflation. Negative real interest rates are great for gold."
"Investments that have done well in bad times since 2007 will continue to do well. Leading that pack are gold and silver bullion as well as the derivatives and mining company shares producing them."
Wheelchairs in West Africa (01/13/2012)
"In the case of Mexico, Africa and other corporate efforts, the program coordinates with miners and prospectors to place chairs directly in the hands of the folks who need them."
Global Factors Boost Gold and Silver Demand (01/13/2012)
"Although gold and silver prices pull back at times, the demand continues to remain strong for both precious metals."
Dollar to Launch Gold (01/13/2012)
"As gold gains steam, more and more capital will flock back to it. And the universally hated gold stocks, many hammered to ridiculous levels last year, are likely to stage a massive rally as the dollar once again launches gold."
Renewable Energy Stocks that Deliver: John McIlveen (01/12/2012)
Retail and institutional traders invested record amounts in renewable energy producers in 2011, but separating the wheat from the chaff can be challenging. In this exclusive interview with The Energy Report, Jacob Securities' Senior Vice President for Research John McIlveen shares how to pick and choose. For steady dividends, high-yield Independent Power Producers deliver shareholder value, while renewable projects in the developing world offer incredible potential returns. Whatever the project, it's the internal rates of return that matter.
Anticipating the Golden Cross (01/12/2012)
"The 'golden cross' identifies when the 50-day short-term average crosses above the 200-day long-term average of a stock or index; today, the S&P 500 is only about one and a half percentage points away from the golden cross."
"If my comparison of the patterns is accurate, then gold should rise like it did from July 1 to August 23, 2011; however, this time the move would be much bigger and with much more momentum."
"Small oil companies have become attractive takeover targets because they have something that oil majors like Exxon and Chevron want—expertise in the hydraulic fracking and horizontal drilling methods to extract oil from North America's vast shale reserves."
Volatility in the markets isn't going away any time soon and Mike Niehuser, founder of Beacon Rock Research, expects 2012 to be a year of extreme swings. Niehuser draws parallels to the beginning of 2009, which was a short period of time that produced some very high returns. In this exclusive Gold Report interview, Niehuser shares his market outlook and names a host of companies that are positioned to take off.
"The negative effects of a stronger dollar on gold are likely to be largely diminished in 2012, allowing the bullish macro drivers to dictate price action once again."
What Do Euro's Lows Mean For Precious Metals? (01/11/2012)
"We emphasize the importance of avoiding knee jerk reactions when precious metals experience healthy pullbacks."
Why Silver For A Monetary Collapse? (01/11/2012)
"The debt-based monetary system has created a 'mirror-effect,' whereby, silver (and gold) is pushed down in value and paper assets such as general stocks are pushed up in value."
India: Land of Energy Opportunity (01/11/2012)
"To electrify all those houses, power the industries that keep all those people employed and fuel the vehicles that more and more Indians own, India's energy needs are shooting skyward."
"In his interview with Fox News, Kent Moors explains how geopolitical events are 'the great outlier' in terms of influencing energy prices."
"A surge in market volatility and the increased correlation between stocks reflect the primacy of macro developments over stock-specific news and catalysts."
China's 2012 Gold Panic (01/11/2012)
"In a U.S. election year, Beijing's policy wonks are arguing over cutting the yuan's foreign exchange value, not raising it."
"If Europe manages to find some kind of solution, platinum's fundamental problems could reassert themselves in the price, but for the moment, investors remain wary."
Your MLP Tax Questions Unanswered (01/11/2012)
"How do you calculate your current tax basis in an MLP from the info provided on a K-1 form?"
Years of supply mismanagement have left the U.S. dependent on foreign sources for critical metals like graphite, vanadium and manganese. In this exclusive interview with The Critical Metals Report, Dr. Michael Berry, publisher of Morning Notes and a former portfolio manager, and Chris Berry, founder of House Mountain Partners and co-author of Morning Notes, discuss what early-stage mines close to home could be the first to bolster the supply in U.S.
MVP Energy MLPs: John Edwards (01/10/2012)
John Edwards, first vice president covering energy infrastructure master limited partnerships for Morgan Keegan, is bullish for 2012 and well beyond. In this exclusive interview with The Energy Report, Edwards highlights how this sector pairs a low-volatility asset class with stable, secure distributions—a rare combination in today's markets.
Two Long/Short Pair Trades For 2012 (01/10/2012)
"When monetary policy becomes more accommodative, U.S. real interest rates decline and gold prices rise. Over recent weeks gold prices have fallen but U.S. real interest rates have remained low, and this pair trade is speculating that the two will converge again."
Gold Confiscation a Reality? (Part 2) (01/10/2012)
"Despite the 40-year-long campaign to prevent gold from returning to any active role in the developed world's monetary system, gold remains the only universally accepted currency whose supply cannot be increased by policy makers."
Despite a pullback in growth for China, copper demand is likely to remain strong in 2012, according to Dr. Michael Berry, publisher of Morning Notes, and his co-author, Chris Berry, founder of House Mountain Partners. Other developing nations, such as Indonesia, should pump up demand, but supply from such regions remains a tenuous prospect. In this exclusive interview with The Gold Report, the Berrys explain how "home-brewed" U.S. copper companies will be an important part of the equation.
What do investors need to be watching out for in 2012? More Eurozone drama? Record gold highs? A hard landing in China? The U.S. Global Investors team addressed these questions with Endgame: The End of the Debt Supercycle author John Mauldin in a Jan. 5 Outlook 2012 webinar. The Streetwise Reports editors highlight some of the expert insights.
A Big Round of Energy Sector M&A is Coming (01/09/2012)
"In 2011, we saw signs of renewed activity in mergers and acquisitions among energy companies. This was especially noticeable with oil, gas and midstream providers. Still, what happened last year is nothing compared to what is coming in 2012."
Could Oil Prices Intensify a Pending S&P500 Selloff? (01/09/2012)
"Sentiment numbers were released that confirmed that market participants were becoming more and more bullish as prices in the S&P 500 edged higher."
Can Precious Metals Overcome US Dollar Strength? (01/09/2012)
"Investors continue to find pullbacks in gold and silver as bargains because the world still faces an insolvent issue."
Is Resurrection of Undervalued Miners Starting? (01/09/2012)
"Rare earths are emerging from their 2011 slumber, and some stocks are showing impressive percentage gains."
Quick Start Before Flashy Friday (01/08/2012)
"MLPs got off to a solid start to 2012, with the Alerian MLP Index finishing the first week up 1.1% and making new all-time highs the first three trading days."
Follow the Management Names: Taylor MacDonald (01/06/2012)
Well-structured deals, quality assets and high-octane management teams with "enough cash to get through the next year or two" are what Pathfinder Asset Management Limited's Associate Portfolio Manager Taylor MacDonald is looking for. Read more about why he is bullish about the market in the long term in this exclusive Gold Report interview.
"The dollar cost of buying gold hovered around $1,620/oz Friday morning London time, becoming a bit more volatile following the release of U.S. employment data but failing to establish a definite direction, while stocks and commodities edged higher."
Using Options to Hedge Against a GLD Collapse (01/06/2012)
"The major benefit of using an ETF such as GLD is that one can gain exposure to the gold price as easily as buying a stock and one can effectively trade gold options as easily as trading stock options. However, some are concerned over the stability of GLD in the event of a run on the fund."
The Party May Be Over! (01/06/2012)
"Gold may or may not have put in a final D-Wave bottom last week. But there is a good chance that bottom is going to get tested in the next couple of weeks."
Gold Confiscation: A Reality? (01/06/2012)
"Many of the leading fund managers in the U.S. and elsewhere are expecting that governments will confiscate their citizens' gold. It will be to facilitate loans, swaps, lower interest rates and shore up international confidence in the turbulent, stressed, paper-currency world in which we live."
Gold Begins 12th Bull Year (01/06/2012)
"You need to understand that gold is beginning the twelfth year of major bull market; perhaps the most unprecedented bull market in our lifetime."
Finding Growth in a Flat Energy Market: Tim Murray (01/05/2012)
Clean balance sheets, cash flow visibility and trading liquidity in oily stocks are the cornerstones of investment success in junior E&Ps, according to Oil and Gas Analyst Tim Murray of Desjardins Securities. In this exclusive interview with The Energy Report, Murray lays out his risk/reward proposition for his very favorite names.
US Dollar and Currencies: Review and Outlook (01/05/2012)
"Central bankers may ramp up their printing presses in an effort to limit 'contagion' concerns. As such, the currency markets may be the purest way to take a view on the mania of policy makers."
"Located in Ontario along the border with Quebec, the Kirkland Lake Gold Camp is believed to host nine greater than one-million-ounce gold deposits."
Gold Stocks Complete First Major Bottom Since 2008 (01/05/2012)
"In 2011 the gold equities did not crash. They merely digested and consolidated the massive recovery gains from 2009 and 2010. This persistent consolidation has left many scared, frustrated and distrustful of the sector at precisely the wrong time."
Why Has Gold Been Down? (01/05/2012)
"Stay the course with your precious metals investments, no matter how the short-term picture looks. Gold stocks remain undervalued, and these are turbulent times. They appear to be far from over. Gold remains the #1 asset protector."
Why Rising Debt Will Lead to $10,000 Gold (01/05/2012)
"We may not be able to heal the global economic problems of government debt, but individuals can protect and even increase their wealth through gold ownership."
Will Natural Gas Rebound This Year? (01/05/2012)
"Low-cost producers will get the best results when natural gas finally rallies and will stay afloat the longest if prices stay low."
Energy Stocks Gushing with Growth (01/05/2012)
"2011 was a tough year for many of the energy stocks, especially the smaller explorers. Are exploration stocks about to bust out of the doghouse?"
Baker Steel Capital trades on its analysts' "intellectual capital and technical expertise" when it comes to knowing when and where to invest. Right now, its funds favor equities over the physical gold market. The lion's share of those equities are companies exploring and producing in Africa, where careful risk management can bring high returns, says Baker Steel Capital Managing Partner David Baker in this exclusive Gold Report interview.
Weak Dollar and Physical Demand Could Support Gold (01/04/2012)
"'Gold may not be a safe haven in financial turmoil,but it does seem to function as a safe haven against real-world geopolitical risks.'"
Case for Sustained $100 Oil (01/04/2012)
"Last year's unrest demonstrated how major oil-producing regions can significantly affect oil prices. The story is likely to continue into the new year."
Top Five Energy Mutual Funds (01/04/2012)
"Energy mutual funds are a superior option for forays into the industry as they reduce risks involved by holding widely diversified portfolios."
"U.S. natural gas companies have found a convenient new way to boost their profits—by drawing in overseas companies to help fund their development projects."
Significant News for Ucore (01/04/2012)
"'On this announcement, the stock has risen 13% on above average volume.'"
"The United States has become a net exporter of fuel for the first time in more than 60 years. That simple fact could drive oil company profits for at least the next decade."
New Rare Earth Metal Deposits in 2012: Jon Hykawy (01/03/2012)
China's tight grip on rare earth elements supply may loosen as other deposits around the world come to fruition in 2012. In this exclusive interview with The Critical Metals Report, Jon Hykawy, head of global research with investment bank Byron Capital Markets, discusses the supply and demand fundamentals that are driving his predictions for the New Year.
Should We Be Worried About Iran? (01/03/2012)
"If the Iranian government makes good on its recent threats to stop oil shipments through the Strait of Hormuz, oil prices would shoot up within hours and the price of gasoline in the U.S. would rise by $1 a gallon."
Fishing for value is no easy task in a stormy economy, but investors can still come up with a profitable catch. Oil and gas analyst Nav Malik of Octagon Capital uses due diligence to identify select value plays with great growth potential. In this exclusive interview with The Energy Report, Malik discusses three cream-of-the-crop picks and a hot new play in the United Kingdom's North Sea.
Natural Gas Q&A: Lies, Damn Lies, and Statistics (01/03/2012)
"The Energy Information Administration continues to wrestle with the distinction between reserves and extractable reserves."
Dr. Copper Heading Back to School (01/03/2012)
"When combined with the financialization of the market and the increased usage of other materials to replace the red metal, the murky nature of Chinese copper demand means the metal's honorary doctorate should probably be rescinded for the time being."
"In addition to uncertainty in Iran, gold continued to edge higher after the most recent Federal Reserve announcement. The central bank announced it will begin to publish policymakers' projections for its benchmark interest rate on overnight loans, and when officials expect the first rise to occur."
"A falling dow, with weak economic conditions, will be the impetus for the next massive rally in gold, just like it was in previous bull markets. A falling and/or weak Dow will in some way represent the diverting of value from stocks to gold."
Counting Down Washington's Keystone XL Clock (01/03/2012)
"The law Congress passed just before Christmas to force a quicker decision on the Keystone XL pipeline gives the Obama administration two choices: approve or deny TransCanada's application by Feb. 21. Or does it?"
"It may not be on some analysts' radars yet, but this event will likely boost natural gas prices in the United States. And that is something we've been waiting to see for quite some time."
"The rare earths supply frenzy has exposed an irreversible shift in the demand/supply picture for all technology materials."
|"RXII is substantially undervalued; its total value should be $75-100M."|
|"SEA's KSM project provides attractive optionality."|
|"We foresee KLDX achieving growth across all categories in excess of depletion."|
|"AKG has received all permits for the Esaase pit at its Asanko mine."|