Archives — February 2012 back to current month (163)
After a tough 2011, the junior resource market is turning and things are definitely looking up, Resource Opportunities Publisher Lawrence Roulston tells us in this exclusive interview with The Gold Report. The mood of investors in the resource sector has turned positive, and based on the sentiment and interest shown at recent investment conferences, the smart money is looking for deals that have real upside potential. Roulston tells us about several he feels are poised for significant action as the market heats up.
Never one to follow the conventional wisdom, author Danielle Park, president and portfolio manager with Venable Park Investment Counselors, sees more dark days ahead before the market moves into an inevitable secular bull phase. At the end of March, this investing pragmatist will share her secrets for protecting wealth at the World MoneyShow in Vancouver. In advance of that appearance, she sat down with The Gold Report for this exclusive interview.
Gold Falls 3% Following Bernanke Comments (02/29/2012)
"Wholesale market gold bullion prices dropped 3.2% to $1,727/oz in less than an hour Wednesday afternoon in London, after U.S. Federal Reserve chairman Ben Bernanke appeared before Congress."
"The average price for U.S. gas has climbed more than 10% in just the past two months. This suggests a trajectory that could produce a spike of $0.60/gallon or more by May."
Hydrokinetic Power Is the Next Wave in Cheap Energy (02/29/2012)
"In an era of cheap capital, emerging technology companies could provide investors the biggest bang for the buck. The key is finding a market that already has billions of dollars in pent up demand—like cheap energy."
Bill Clinton: Build Keystone XL on New Route (02/29/2012)
"'The extra cost of running it is infinitesimal compared to the revenues' the pipeline could produce, Clinton said today at an energy conference in the Washington suburbs."
"Voters on central Saskatchewan's Muskowekwan First Nation have given their OK to a historic proposal to designate lands for exploration for potash—and a possible mine."
Cures for the Apathetic Investor (02/29/2012)
"By investing in a natural resources fund, you'll have access to energy and materials stocks that should profit from rising oil prices."
Precious Metal ETFs Slump on Bernanke Testimony (02/29/2012)
"In this latest round of comments to the House Financial Services Committee, Federal Reserve Chairman Ben Bernanke seemed to suggest that recent trends in the unemployment rate were positive for the economy and that more stimulus might not be necessary at this time."
"We can be told that stimulus is passe but the reality is it will continue to be done before our very eyes."
Iran Embraces Gold as Real Money (02/29/2012)
"Mahmoud Bahmani, the governor of Iran's central bank, said the country is ready to receive payment for oil supplies in gold without hesitation. Furthermore, Iran recently used to gold in order to import food, since other financial assets were frozen."
Is Gold Backwardation Now Permanent? (02/29/2012)
"Backwardation is typically a signal of a shortage in a commodity. Anyone holding the commodity could make a risk-free profit by delivering it and getting it back later."
South Korean Rare Earth Imports Hit Two-Year Low (02/29/2012)
"South Korean manufacturers have been reducing their dependence on high-priced Chinese rare earth imports and have replaced them with lower-cost Japanese shipments."
The idea of finding an undervalued stock is enticing, but how can investors distinguish between an international value tap and a bottomless money trap? Private investor and newsletter writer Chen Lin combs every continent to find junior exploration and production companies whose balance sheets outshine low stock valuations. In this exclusive interview with The Energy Report, Lin shares some lesser-known names that offer major profit potential.
In the wake of a 2011 roller coaster ride in the rare earth market, the sector still holds promise for astute investors, argue Wall St. for Main St. co-founders Jason Burack and Mo Dawoud. In this exclusive Critical Metals Report interview, the pair name the six major REE projects that could rocket back up out of 200-odd juniors competing in this space.
"The National Mining Association and the National Energy Institute have sued federal agencies to try to rescind the withdrawal of lands near the Grand Canyon National Park from mining activities."
Is the Silver Surge Sustainable? (02/28/2012)
"There does seem to be some momentum building in the silver price again and, given a relatively orderly market, there is no reason for silver not to continue shining, provided gold remains firm to rising."
"Gold companies are generating record profits and the price of gold is near its all-time high, yet leveraged small caps are trading near a low relative to gold."
"After getting burned buying fake renewable fuel credits, U.S. refiners have increased their scrutiny of biodiesel producers by visiting plants, examining feedstocks and sticking to larger, established players."
Biotech Platform Technologies Make Big Promises (02/28/2012)
Words to Invest By: Make sure you see a lead development product that big pharma is willing to bet on. I love the idea of a smart technology platform that could feed multiple product candidates into a biotech pipeline. The notion is exhilarating because that's where those rare 10- and 20-baggers come from. . .
Opportunities abound across the spectrum of precious metal equities, which remain undervalued as bullion prices continue their upward trends. That's the word according to Charles Oliver and Jamie Horvat, both senior portfolio managers at Sprott Asset Management. In this exclusive interview with The Gold Report, Oliver and Horvat express cautious optimism about the prospects for gold stocks in 2012.
"Indian investors just cannot keep away from gold. If not in the physical form in terms of jewelry, gold biscuits or gold coins, small investors, corporate houses in India and small and medium enterprises have decided to go a stage further and invest in paper gold."
"Gold broke through a key resistance level and is slowly drifting back down to test the breakout level to see if it is support. If so, then gold should continue higher in the coming days."
"Prices for buying gold dropped to $1,764/oz Monday morning London time, a 0.5% fall from Friday's close, while stocks, commodities and the euro all lost ground."
China Now Planning to Boost REE Exports and Output (02/27/2012)
"China is set to double exports of rare earths in 2012 from its drastically lower 2011 levels in order to meet government quotas. Though the overseas sales quota is expected to remain more or less unchanged in 2012, the Asian powerhouse has been curbing exports since 2009."
"Like gold, investing in silver is a great hedge against inflation and financial turmoil alike. It's why demand for silver is increasing at an astonishing rate."
"At some point, the rise in prices will depress demand. But there is also nothing to prevent this from recurring, in more volatile and frequent cycles. In attempting to offset the effect of oil prices on an economic recovery, the question of whether to tap the SPR may soon be the least of our worries."
Oil Prices and Oil Company Profits (02/27/2012)
"With oil prices rising, we might expect a surge of upward earnings estimates for oil companies, but so far that is not the case. Are analysts implicitly suggesting that oil prices are going to fall back down?"
"Despite the phoenix-like rise, uranium investors should not rush to take their nuclear chips off the table—this is just the beginning."
"Japan faces a dilemma. It has to balance its changed energy needs in the aftermath of the Fukushima disaster with the more urgent matter of cutting its imports of Iranian crude oil to avoid being shut out of the U.S. financial system."
"The recent crop of earnings reports from exploration and production companies indicate long-term promise for the sector."
Biofuel Flights: Will 'Green' Air Travel Be Cheaper? (02/27/2012)
"Airlines traveling through Europe have to pay for their carbon emissions, so there is a financial incentive for using alternative jet fuels. This is seeing real results."
"If Wednesday's LTRO satisfies the market and sends the euro higher, gold and silver are also likely to climb higher."
"History has show us over and over again that owning gold and silver is the best way of protecting yourself when currencies become devalued or inflated away to nothing."
Too Quiet. . .Expect Equity (02/26/2012)
"The MLP Index benefited from solid earnings announcements, rising oil prices and a lack of equity issuance. As a result of a sort of no-catalyst week for MLPs, the index largely tracked the S&P 500."
After a tough 2011, Mark Raguz and his colleagues at Pinetree Capital are looking at the junior resource sector with renewed optimism. In this exclusive Gold Report interview, he names some of the plays that are fueling that sentiment, from gold names in Northern Ontario to silver names in Mexico.
Gold Stocks Nearing End of Wall-of-Worry Stage (02/24/2012)
"Increased dividends will attract more mainstream investors who can achieve income, inflation protection and exposure to a bull market. However, the real gains will be in juniors who can grow their production or juniors that outline significant discoveries."
Silver and Gold Looking at Gains on Week (02/24/2012)
"Heading into the weekend, gold bullion at lunchtime Friday looked set for a weekly gain of over 3%, with silver looking at a gain of over 6% on last Friday's close."
Will Gold be Paulson's Next 'Greatest Trade Ever'? (02/24/2012)
"As the demand for gold continues to climb, its scarcity will become a major factor. Those who want exposure to gold will look progressively toward gold stocks."
London Metal Exchange Reviews Bids, Changes Fees (02/24/2012)
"The London Metal Exchange board examined non-binding bids for the world's biggest marketplace for industrial metals on Thursday, but a partial climbdown on plans to charge a controversial new trading fee could threaten the sale."
"A treasure trove of gold and silver coins worth $500M and recovered from the wreckage of Spanish ship sunk during colonial times will be returned to Spain from Florida on Friday aboard military aircraft."
Rare Earth Investment Update (02/24/2012)
"It's hard to miss the steep rise in prices from mid-2010 to April 2011. Should we expect similar price spikes in the future? And what's the long-term trend?"
Will Gold Miners Finally Get Some Respect? (02/24/2012)
"Although miners have underperformed bullion, recent earnings may finally cause a shift in sentiment and share prices."
"These wells use anywhere from 2-13M gallons per well, leaving parched states like Texas scrambling to encourage water conservation in the energy sector. Which technologies will get adopted by this multibillion dollar industry?"
Biotech Stocks Start Strong in 2012: John McCamant (02/23/2012)
After a three-and-one-half year slide, biotechnology stocks started 2012 with a powerful move to the upside. Is this an arms-acquisition race for products in development, or is it about excellent fundamentals that are just getting noticed? Medical Technology Stock Letter Editor John McCamant sees a bit of both, and in this exclusive interview with The Life Sciences Report, he has selected a few names that he believes will rise to the top.
James West, publisher of the Midas Letter, asks himself three questions when considering energy investment opportunities: Who is the management? What is the asset mix? Where is the project located? He shares the names of companies in the oil, gas, uranium and lithium sectors that have all the right answers in this exclusive interview with The Energy Report.
"One of the largest known rare earth resources outside of China classified under international resource reporting standards could well be in production by mid-2015."
If Gold Could Talk (02/23/2012)
"After what I've witnessed throughout history, and based on the current path your government leaders insist on pursuing, I suggest using me as your savings vehicle instead of putting dollars in a bank."
India Predicted to Import More Silver in 2012 (02/23/2012)
"Silver prices in India have more than doubled in the last two years. Despite the high prices, the consumption of the metal has been rising in India."
"Of the 93 jurisdictions the Frasier Institute survey covered, Finland, Alberta, Wyoming, Quebec, Saskatchewan, Sweden, Nevada, Ireland and the Yukon all made it into the top 10."
Bailouts Benefitting Metals Miners (02/23/2012)
"The short-term deflationary crisis in 2011 provided a unique opportunity to buy undervalued miners at historic bargain-basement prices."
Even in an environment ripe for takeovers, finding and sticking with quality precious metals assets is the strategy that speaks loudest to James West, publisher of the Midas Letter. Read about his philosophical and practical switch from "trader" to "investor" and about which companies lead his list of favorites in this exclusive Gold Report interview.
Gold Profits from World Turmoil: Carlos Andres (02/22/2012)
Volatile markets. Natural disasters. Geopolitical turmoil. Last year was definitely one for the record books, according to Carlos Andres, managing editor and publisher of the Frontier Research Report. With the world in turmoil, is there any upside for mining investors? Andres believes there is for investors courageous enough to look past the perceived risk and snap up battered, but fundamentally sound, junior mining stocks. In this exclusive interview with The Gold Report, Andres talks about why historical data points to a breakout year for gold and perhaps gold shares.
Gold Steady After Yesterday's Big Rise (02/22/2012)
"Gold prices held steady just off $1,760/oz during Wednesday morning trading in London, after a rally in Tuesday's U.S. session saw gold climb 1.3%."
Ben Graham's Curse on Gold (02/22/2012)
"In order to have sustained, long-term investment success, one must accept that an intelligent portfolio allocation needs to include not two but three broad categories of investment: stocks, bonds and gold, with the amounts allocated to each guided by relative valuation."
Crude Oil vs. Iran: Who Blinks First? (02/22/2012)
"Crude oil fundamentals have not changed enough to warrant this spike, but the reality remains that prices get distorted whenever there's a whiff of geopolitical tension."
Mailbag: A Timeline for the Natural Gas Revolution (02/22/2012)
"The U.S. will likely see an increase in solar, wind, geothermal and other 'green' sources. However, these alternative sources are not enough to fully replace such an enormous amount of power. As a result, the country will turn to natural gas to fill the void."
"International sanctions aimed at slashing Iran's main economic lifeline, its oil revenues, could have an impact on the country's export volumes well beyond the 500,000 b/d of crude that a European Union ban will displace from July."
Biofuels Industry on Quest for Low-Cost Feedstocks (02/22/2012)
"While first-generation biofuels derived from cornstarch, sugarcane, rapeseed and soy are projected to underpin growth over the next decade, the emergence of advanced conversion pathways and nonfood feedstocks will unlock considerable production potential throughout the world."
The Right Way to Find Growth and Value Stocks (02/22/2012)
"While there are still plenty of them around, it's getting harder to find stocks that fit squarely into both categories."
Do Central Banks Care More About the Dow or Gold? (02/22/2012)
"As paper assets continue to underperform, wise central banks and investors will protect themselves with precious metals, the time-tested method of preserving wealth."
Energy Investing in Saskatchewan: Tom MacNeill (02/21/2012)
Tom MacNeill doesn't have to go far to find the most unique early-stage energy companies to invest in. The President and CEO of Saskatchewan-based investment firm 49 North Resources, MacNeill is bullish on his own backyard, and says of the province's resources, "You name it, we've got it." In this exclusive interview with The Energy Report, he explains why Saskatchewan resource plays trump their Alberta or Ontario counterparts.
Under-the-Radar Rare Earth Elements: James Passin (02/21/2012)
Sometimes the most exciting investment opportunities fly under the radar. James Passin of Firebird Management LLC combs the world for emerging opportunities in often overlooked areas. In this exclusive interview with The Critical Metals Report, he discusses companies producing critical materials that could revolutionize defense and aviation technology and make nuclear power safer and more efficient. He also shares some commodities growth stories currently unfolding in Mongolia and East Africa.
"Gold will not replace currencies in the current monetary system, but it can and will support them."
Buffett Mischaracterizes Gold's Bull Market (02/21/2012)
"The next breakout in the gold equities and the metals themselves will serve as a recognition move to the masses. It will be a springboard to an eventual bubble. This is a very volatile, cyclical sector so one must do Buffett-like due diligence in picking stocks."
"We feel that it is only a matter of time before the precious metal miners themselves participate in reflecting the burgeoning mining bull market."
Greg McCoach, publisher of The Mining Speculator, feels gold is ultimately headed above $6,000/oz and silver into the hundreds of dollars and those who aren't paying attention now are missing their best opportunity to buy before the frenzy begins in earnest. In this exclusive interview with The Gold Report, he spells out the reasons for his optimistic projections and shares several of his favorite stories in the junior mining sector, which he believes is headed for much higher ground.
Gold's Consolidation Phase Continues (02/20/2012)
"Wholesale market gold bullion prices held above $1,730/oz in Monday morning's London trading, while European stocks and commodities edged higher amid hopes that policymakers might finally approve Greece's second bailout."
EU Unfazed by Iran Oil Export Halts to UK, France (02/20/2012)
"Iran's announcement Feb. 19 that it had stopped exporting oil to France and Britain appears to be a largely symbolic move targeting the two strongest advocates of the European Union's ban on Iranian oil imports."
Biofuels Market to Double by 2021 Says Pike Research (02/20/2012)
"Pike Research estimates that production of biologically based fuels will increase from $82.7B in 2011 to $185.3B by 2021, but will fall short of demand."
China's 'Mystery' Gold Buyer (02/20/2012)
"For Asia's ravenous gold buying, state interference is perhaps the present threat, especially in a market averaging 36% compound growth by value each year since China began deregulating gold a decade ago."
"The Japanese government will partner with the private sector to promote exports of megafloats to stockpile oil products, starting with a possible deal with Vietnam in 2013."
The Positive Side of the WTI–Brent Spread (02/19/2012)
"In the Midwest, refinery capacity has been strained; however, there is a glut of crude coming from Canada, which is creating a discount for these companies."
Silver Could Double by Year-End (02/18/2012)
"Once fear begins to subside, look for precious metals to come roaring back to new highs by midyear. Whenever the next financial crisis finally hits, we are likely to witness a new injection of quantitative easing that is even stronger than what transpired in 2008."
"The key descriptor falls into two categories: oil sands or tar sands. The former is the term more commonly used among industry types. To use the term 'tar sands' is to evoke the negative, to essentially tar and feather the debate."
MLPs Post Biggest Weekly Gain of 2012 (02/18/2012)
"On the back of rising commodity prices, a reprieve from equity offerings and benign broader stock markets, MLPs had a very good week, up 2.7% compared with the S&P 500, which was up 1.4%."
Lesser resource companies have been slowly starving to death since the capital faucet was turned off in 2008. What's left? Some exciting, early-stage companies with management teams industrious enough to make it through with promising projects on the horizon. In this exclusive interview with The Gold Report, Tom MacNeill, CEO of 49 North Resources Inc., a Saskatchewan-focused resource investment company, discusses some names his firm is excited about, including some primed to debut on the public markets soon.
Quiet Session Sees Gold and Silver Flat (02/17/2012)
"Spot market prices for buying gold held just above $1,730/oz during flat trading this morning in London, as speculation continued over whether a Greek bailout will be agreed next week."
Record High Gold Prices Fail to Curb Global Demand (02/17/2012)
"Gold prices continue to receive additional support as central banks not only devalue fiat currencies, but also purchase gold themselves."
Silver Eagles Soar (02/17/2012)
"Investors are currently risk averse and mining stocks are not well understood by the general investing public, but at least one thing is going to become very apparent to most: The best way to hedge yourself against inflation could be owning silver."
Suppressing Gold (02/17/2012)
"Someone is capping gold, but this is a bull market with both the primary and secondary trends headed higher. Under such conditions, stay long and buy dips where liquidity allows."
"A new study from the Energy Institute at the University of Texas at Austin has found 'no evidence' of hydraulic fracturing leading to groundwater contamination, as well as a marked trend of negative, ill-researched media coverage on the topic."
Investors have avoided infectious disease companies like the plague, but LifeTech Capital President and Senior Managing Director of Research Stephen Dunn doesn't agree, and he has staked out some ideas in this space that could make you financially better off. In this exclusive interview with The Life Sciences Report, Dunn explains the rationale and delivers the names of bug-fighting companies that use the newest technologies to overcome old barriers to success.
Biofuels Carry Upside for Early Investors: Jim Lane (02/16/2012)
The biofuel sector, already an $80 billion a year industry, is still in its infancy. In this exclusive interview with The Energy Report, Biofuels Digest Publisher Jim Lane discusses the exponential growth slated for this once-obscure energy source, and how its market resembles the traditional oil and gas industry in many ways. While biofuels are not for the faint of heart, as Lane cautions, investors who do their homework can get in early on companies that offer incredible upside potential.
"Despite a temporary boost in the dollar this month, gold and silver continue to receive support from extremely loose global monetary policies."
Are We at Gold "In Extremis"? (02/16/2012)
"Gold brings interbank/international liquidity to clogged credit markets, acting as a guarantee of repayment and allowing for the lowering of interest rates on interbank/international loans. This role supports the paper money system."
Gold Stocks Basing After Bottom (02/16/2012)
"We expect 2012 to be a transition year in which precious metals reemerge while the broad market peters out at resistance."
Euro Crisis Still Supporting Gold (02/15/2012)
"The euro fell sharply against the dollar Wednesday lunchtime, after German Finance Minister Wolfgang Schaeuble expressed concern over whether Greece can be given its second bailout."
Gold, Silver Heading Up: Roger Wiegand (02/15/2012)
Roger Wiegand, editor of Trader Tracks, says cycles will bring gold and silver higher in the first half of 2012: gold up to $2,050/oz and silver up to $44/oz or even $50/oz. He sees plenty of opportunities for volatility given the political and economic situation in the U.S. and the EU. In this exclusive Gold Report interview, Wiegand reveals names of mining companies poised to profit.
Takeovers the Path to Golden Returns: Sascha Opel (02/15/2012)
Sascha Opel, publisher of one of Germany's most popular commodity newsletters, looks at the economy with rose-colored glasses. He sees the end of the Euro crisis and sees Asian growth as the engine pulling the world out of its economic malaise. He finds the path to golden returns in gold and silver companies likely to be taken over and in this exclusive interview with The Gold Report, he's not afraid to name likely targets.
"Canada's Prime Minister Stephen Harper returns from China with two giant pandas in tow and $3B worth of signed agreements. The Northern Gateway pipeline will most likely tie China to Alberta's oil sands."
Why Energy Investing Is Worth the Effort (02/15/2012)
"Even if you only have a small amount of money to invest, you can fight inflation's assault on your wallet by investing in the most profitable sector of all time."
The Lesson of Half-Hearted QE (02/15/2012)
"Keeping banks on life support, as the Japanese experience shows, will mean extending and expanding QE indefinitely."
A Financial Perspective on Graphite (02/15/2012)
"Graphite is gaining momentum, but understanding, education and interest are all low. Go, go, go, because graphite is going to be a race."
Not long after the New Year dawned, Gold Stock Trades Editor Jeb Handwerger noted certain rare earths emerging from their 2011 slumber to produce impressive gains. It's not yet March, but the good news keeps coming. Despite dire predictions that demand is drying up, Handwerger tells The Critical Metals Report in this exclusive interview that the world remains at risk of supply shortfalls. It's not strictly a rare earths story, either. Read on to see what he has to say about the nascent niobium space.
Today's retail investors have more options than ever before, but there is a shortage of practical information on how to manipulate different investment products, be they ETFs, options or equities. Enter Roger Wiegand, editor of Trader Tracks. In this exclusive interview with The Energy Report, Wiegand discusses his methods for energy investment and how to set tailor-made time and price windows to realize solid gains.
Gold's Demise! (02/14/2012)
"I view gold not as some smoky fantasy involving riches beyond my wildest dreams, but as a way to protect myself and my family from a future fraught with peril."
"Federal Reserve Chairman Ben Bernanke may think he has everything under control, but the truth is the monetary ground is literally shifting beneath our feet. That's why his loose monetary policy has some U.S. states looking to get into the gold coin business."
US Coal Has Major Export Potential (02/14/2012)
"A more diversified mix of metallurgical and thermal coal, as opposed to the singular focus on met coal in previous years, along with burgeoning industries in China, Japan, India and South America, are propelling the U.S. from a swing supplier to a strategic partner with world markets."
Why Not Thorium? (02/14/2012)
"As proponents of the underdog fuel will happily tell you, thorium is more abundant than uranium, is not fissile on its own (which means reactions can be stopped when necessary), produces waste products that are less radioactive and generates more energy per ton."
2012: A Political Year for Gold (02/13/2012)
"Physical gold and silver will be the outright winners in this era of currency debasement."
Where a Nation's Gold and Your Gold Should Be Held (02/13/2012)
"There are reputable vault companies in Switzerland that are entirely Swiss-based and so can offer the sort of security that their clients want. This is where foreign gold investors are the most secure."
"Spot market gold prices touched $1,733/oz as stock markets, commodities and the euro all rallied following Greece's vote in favor of new austerity measures."
Stock Market Repeating Itself: Michael Ballanger (02/13/2012)
The resource markets have weathered some death defying ups and downs lately. But Michael Ballanger, senior investment advisor with Toronto-based Union Securities, is looking for a renewed period of growth in the TSX Venture Composite Index. Is it too soon to see such a heady rebound? In this exclusive interview with The Gold Report, Ballanger makes his case for history repeating itself.
The Great Energy Reversal (02/13/2012)
"The U.S. could finally become completely self-sufficient in its energy policy. But it does require that we change the way we approach investing in the energy market."
Dumb, Dumber and Dumbest: Trading Gold for Oil (02/13/2012)
"Buying oil with gold is not a viable economic, monetary or political strategy for China or India."
Sideways Trading for Gold and the HUI Index (02/13/2012)
"Unlike gold, the HUI index has not broken above the negative trend line just yet, so for the moment mining shares are still underperforming the gold price."
Of Jobs, Debts and Budgets (02/12/2012)
"November 2011 was a bad month for consumers: Revolving debt went up more than 8% and this dubious accomplishment was accompanied by the biggest month-to-month growth in overall consumer debt since 2001."
Gold Seasonality: Can We Profit From It? (02/11/2012)
"Investing or trading based on seasonal patterns alone is a little unwise, considering the fragile state of the global economy and the variation that can occur within the model."
OPEC Cuts Call on Crude to 30.04 MMbl/d (02/11/2012)
"In its latest monthly oil market report, OPEC trimmed its forecast of the call on OPEC crude for 2012 as a whole to 30.04 MMb/d from the 30.15 MMb/d projected a month ago."
Peter Grandich believes that we're in the midst of a stealth gold bull market. Grandich, editor and publisher of The Grandich Letter, recently penned the book Confessions of a Wall Street Whiz Kid, the moniker "Good Morning America" gave to him after he predicted the Black Monday stock market crash in 1987. He's now predicting gold to top $2,350/oz in this exclusive interview with The Gold Report.
Platform technologies promise big payoffs because they offer the prospect of nearly unlimited assets that might be developed to combat disease, but they make investors very nervous because of their propensity to burn cash in a hurry. In this exclusive interview with The Life Sciences Report, Ladenburg Thalmann & Co. Vice President and Senior Analyst Juan Sanchez makes his case for a few companies that could produce numerous products from their technology-rich pipelines.
When money managers refer to total return funds, they're generally talking about investments that promise to deliver returns that beat the prevailing rate of interest while preserving capital. Investment advisor and Solari Report Publisher Catherine Austin Fitts takes the totality concept to a whole new level by focusing on net positive total returns. As she explains in this exclusive interview with The Gold Report, she hunts for companies that offer value not only to stockholders but for society.
How Bull Markets Evolve into Bubbles (02/10/2012)
"Gold stocks have made little net progress in the last four years while gold has nearly doubled."
Profit from Volatility in Gold and Silver Prices (02/10/2012)
"One must not be discouraged or give up during volatile selloffs like 2008, 2010 or 2011, and run to cash. One must use short-term volatility to one’s advantage and go against the latest fad."
Critical Rare Earths Face Looming Shortage (02/10/2012)
"The most optimistic of projections suggests a shortage of 20,000 tons of critical rare earth metals is likely to develop by 2015, a review of the sector's status concluded at the Investing in African Mining Indaba conference."
Winners and Losers: All Quiet on MLP Front (02/10/2012)
"MLPs had a slightly positive week, compared with a slightly negative week for stocks and gold and a mixed week for oil and natural gas."
What's Next for Potash Producers: Jaret Anderson (02/09/2012)
Major potash stocks are beginning to raise eyebrows with impressive profit margins. But as this developing market expands, industry giants will face competition from greenfield and brownfield projects in the works. In this exclusive interview with The Energy Report, Mackie Research Capital Analyst Jaret Anderson debriefs us on some fascinating development stories that are poised to change where and how the most successful potash producers operate.
China's Rebalancing Should Be Good for Gold Demand (02/09/2012)
"The rapid growth of Chinese gold demand suggests that many of those who can afford it choose to use some of their savings to buy gold; indeed, many have chosen to store some savings as gold."
In the Bullring with Gold (02/08/2012)
"To goldbugs, two more years of near-zero short-term interest rates means negative real interest rates are here to stay, and this has historically been a strong driver for higher gold prices."
Preserving wealth in a volatile political and financial world is a job for gold. Greg Weldon, publisher of Weldon's Money Monitor newsletter and Grant Williams, a portfolio advisor at Vulpes Investment Management in Singapore, will share their insights at the Cambridge House California Investment Conference Feb. 11–12. In this exclusive interview with The Gold Report, they answer the question: How low and high can gold go?
"The midstream sector of the energy supply chain is the best and easiest way to make money in energy today."
Where a Nation's Gold—and Your Gold—Should Be Held (02/08/2012)
"Governments feel free to impose restraints on other people's assets within their jurisdiction."
Gold Steady as Dollar Hits Two-Month Low (02/08/2012)
"Wholesale market prices for gold bullion held steady just below $1,750/oz Wednesday morning in London, a 2.2% gain on yesterday's low, after rallying Tuesday following comments from U.S. Federal Reserve Chairman Ben Bernanke."
"As the brinksmanship intensifies, so will the price of crude oil. Tehran, in this dangerous game of international chicken, really only has one card to play—the Strait of Hormuz."
"The U.S. Navy and international airlines struggle to foster sustainable, affordable aviation biofuels. New thinking in finance may finally clear the runways for takeoff."
MLP Ex-Dividend Dates Ex-amined (02/08/2012)
"It's hard to tell how efficiently the market accounts for distribution ex-dates because a lot of market noise can happen between close on the prior day to the opening print on the ex-date."
Gold Stars in Greek Drama (02/08/2012)
"Currently, gold is trading off events created by the ongoing Greece financial drama. Behind the scenes, there's the possibility of quantitative easing programs coming back into play, not only here in the U.S., but abroad as well."
A New Reason Gold Stocks Will Soar (02/08/2012)
"An increasingly desperate clamor for exposure to gold could light a short fuse for our market sector. It's not here yet, but when the rush starts, it will be both breathtaking and life-changing."
The list of once-obscure metals and minerals that are becoming "strategic" seems to be growing daily. However, population growth and rising living standards in developing countries are driving demand for most raw materials. In this exclusive interview with The Critical Metals Report, Institute for the Analysis of Global Security Senior Fellow Jack Lifton explains how increasing demand and harder-to-mine deposits are raising prices on these essential materials.
MLPs—Wall Street's Best-Kept Secret: Yves Siegel (02/07/2012)
Despite depressed natural gas prices, investors in master limited partnerships (MLPs) leveraged to natural gas liquids can expect both excellent income and share price appreciation, says Credit Suisse Senior Analyst Yves Siegel. In this exclusive interview with The Energy Report, Siegel discusses his favorite MLPs and their winning formula for double-digit returns.
"Members of the Iranian parliament are moving to accelerate a bill that would halt oil exports to the European Union ahead of an EU ban on oil imports from Iran that comes into force on July 1."
"While the Keystone Pipeline continues to twist in the wind, investors shouldn't ignore the Canadian energy sector, especially the Athabasca tar sands."
The Fed Resumes Printing (02/07/2012)
"The gold price is driven by Fed policies and its bias toward printing money rather than defending the dollar's purchasing power."
"Although the euro is giving a boost to the dollar, gold and silver continue to maintain key support levels."
Gold's Journey Continues (02/07/2012)
"Gold is the Odysseus of the markets, destined to wander the hinterland of the financial world for years without achieving the deserved safe haven status."
Oil and Gas Stock Outlook (02/07/2012)
"Crude oil's near-term fundamentals remain mixed, to say the least. The long-term outlook for oil, however, remains favorable given the commodity's constrained supply picture and continued strength in the major emerging economies."
The market isn't rewarding fundamentals just yet for precious metal miners, according to Byron King, editor of Daily Resource Hunter, Outstanding Investments and Energy & Scarcity Investor. But in this exclusive interview with The Gold Report, King maps out when rising gold prices will actually lead to rising stock prices for companies with quality projects and solid treasuries.
Gold Rollercoaster Heads Yet Lower (02/06/2012)
"Gold prices began their downward move on Friday following the publication of better-than-expected U.S. nonfarm jobs data."
"Ultimately, the Federal Reserve's most recent announcements have served to help flatten the short end of the yield curve further while providing a launching pad for equities and precious metals."
Energy Investing in an Election Year (02/06/2012)
"Where are energy issues in the pecking order of the policy debate? If we can figure that out, we can better lay out our investment plans for the year, too."
Dangerous Times Ahead (02/05/2012)
"Gold is almost certainly going to be locked in a very choppy, extended trading range till at least the fall, and probably into next spring, before the next C-wave can breakout to new highs."
How to Find the Best Junior Gold Stocks (02/05/2012)
"Speculating and investing in the junior gold sector is difficult. It is a far more difficult industry than others and that is why companies continue to struggle and fail even with the luxury of high metal prices."
MLPs Overshadowed by Jobs, Stocks and Football (02/05/2012)
"This week's underperformance was to be expected, as many MLPs passed through their ex-dates. Data still points in the right direction."
Unemployment Rate Drops: Should You Sell Gold? (02/04/2012)
"The decrease in the headline unemployment rate is welcomed, but it does not signal a stable economy. With sluggish economic growth and money-printer-happy policymakers, investors will see a continuation of stimulus programs and deficits."
"There are a host of factors affecting crude oil prices. Lately, though, it boils down to the value of the dollar. The way things are going, that's not good news."
Gold Juniors Poised to Rebound: Joe Mazumdar (02/03/2012)
Economics and politics. Accretion and repletion. Mergers and acquisitions. Joe Mazumdar, senior mining analyst with Haywood Securities, sees all of these as catalysts for a rebound in the junior gold space in 2012. In this exclusive Gold Report interview, he reveals the names of companies he expects to take off.
Precious Metals Dip Following Strong US Jobs News (02/03/2012)
"Spot market gold prices slipped back below $1,750/oz while stock markets rallied strongly following the release of better-than-expected U.S. jobs figures on Friday."
How Much Gold Is China Really Importing? (02/03/2012)
"Who is supplying the additional, yet unrecorded, quantities of gold to the Chinese market? Is it a covert operation with Russia, South America, an African state or indeed any number of the illustrious banks domiciled in the West?"
Indian Silver Investment Surges (02/03/2012)
"Traders in India were betting big time on silver futures even as retail speculators have ensured that the white metal remains the highest traded commodity on the exchanges."
Prospects for Nuclear Power in 2012 (02/02/2012)
"Banks have signaled that they are unwilling to bear the risk of financing new nuclear projects, leaving three sets of interests that might be able to take it on: the utilities, the vendor or the consumer, in some form, via the state."
With the winter warmer and drier than previous years, natural gas companies are suffering from depressed prices. However, Raymond James Analyst Luc Mageau identifies liquids-rich companies that can create profits with or without a natural gas price rally. In this exclusive interview with The Energy Report, Mageau explains how to use well payout rates to evaluate a company's longer-term cash flow.
The Shift to Measuring Wealth in Gold Ounces (02/02/2012)
"The shift from measuring wealth in terms of paper claims (dollars) to gold ounces, and the limited means to increase gold ounces, will change the business and investment world significantly, and will create a massive rush into those opportunities that increase gold ounces."
"Seven out of the top 10 states surveyed that saw rises in household income during the current recession were states in which oil and natural gas development is a significant contributor to that state’s economy."
Great Deals on Gold and Silver: James Turk (02/01/2012)
GoldMoney Founder and Chairman James Turk knows how to find great deals on gold and silver. He claims that the 2012 bottom for gold came during the first week in January. If the year's low is already history and if his projection that gold will hit the $2,000/oz mark within three months is on target, you do the math. "Gold is way too cheap," he tells The Gold Report in this exclusive interview.
Gold, Stocks and the Euro All Gain (02/01/2012)
"Based on month-end PM London Fix prices, January saw gold's biggest calendar month gain in dollar terms since September 1999."
Where's All the Gold China Is Buying? (02/01/2012)
"The argument stands that China is increasing its gold reserves surreptitiously because if it were confirmed officially that it was adding, say, 300t or more to its reserves annually this would have a strong upward impact on the gold price and make it more expensive to add further amounts of gold."
"The month of January is a harbinger for what may happen in the year 2012. This month we have seen both uranium stocks and rare earth stocks outperform the general market despite negative news."
"As the U.S. begins to export LNG to import facilities around the globe, we're going to see prices of natural gas converge around the globe. As markets open for lower-priced U.S. natural gas, demand for our lower-cost LNG will lead to the balancing of spot prices over time."
"Iranian oil minister Rostam Ghasemi said EU countries would not find it easy to secure alternatives to the crude they currently buy from Iran."
Are You Ready for Some Super Bowl Inflation? (02/01/2012)
"In a post flash-crash and MF Global-bankruptcy world, investor confidence is shifting toward preserving wealth with hard assets."
Gold Doesn't Care! (02/01/2012)
"Gold will move to the front of the line and take its rightful place as the one and only real money."
"Despite the WTO's successful challenge of Chinese export restrictions on raw materials, the European Commission and the U.S. probably won't make much headway on China's REE domestic production restrictions."
|"VIT's Eagle is a low-cost, lower-risk project with permits in hand."|
|"FCU's management continues to make significant progress at PLS."|
|"We are initiating coverage on RPM, highlighting its transformational Florida Canyon acquisition where the company is on the cusp of declaring commercial production in Q3/17."|
|"The Juanicipio technical study is a likely positive catalyst for MAG."|
|"The exploration season at SEA's KSM and Iskut is promising so far."|