Archives — June 2013 back to current month (58)

Jeff Killeen: C is for Cash and Catalysts in a Chaotic Market (06/28/2013)

Resource equities remain under siege and Jeff Killeen, an analyst with CIBC World Markets in Toronto, preaches the importance of the two Cs, cash and catalysts, to investors in this shaky market. In this interview with The Gold Report, Killeen discusses what fundamentals he looks for and names some companies that have strong balance sheets and potentially market-moving news on the horizon.

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Epic Opportunity in Gold Stocks (06/28/2013)

"When the S&P 500 and economy struggle, it's going to be glorious for precious metals."

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How Exporting US Gas Will Transform Global Energy Markets: Sam Wahab (06/27/2013)

Here's the situation: North America is swimming in cheap natural gas, whereas international markets are thirsty for it and paying a premium. Now that the DOE is beginning to approve LNG export permits, North American producers have major incentive to drill, baby, drill. To get an expert perspective on the coming LNG supply shift, The Energy Report turned to Cantor Fitzgerald Analyst Sam Wahab, who keeps tabs on global oil and gas developments from his base in London. This is a must-read interview for anyone who wants to profit from a potentially massive shift in natural gas fundamentals.

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Small-Cap Biotechs with Blockbuster Potential: Hugh Cleland (06/27/2013)

Canadian portfolio manager Hugh Cleland of BluMont Capital has chosen an interesting niche. He invests in stocks too small for mutual funds and major institutions, which allows him to get in on the ground floor and capture huge gains when the companies begin to mature. He actively participates in each company's destiny, much like a venture capitalist. In this interview with The Life Sciences Report, Cleland discusses his "core four" and tosses in a handful of speculative tiny-cap companies that investors with enthusiasm for diligence should investigate.

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Five 'Red Hot' Biotechs: Chen Lin (06/27/2013)

Breakthrough therapies with billion-dollar market potential are what every biotech company seeks—and what every investor wishes for. Narrowing choices and focusing on opportunities with multibagger potential is the goal of every investor, and few do it better than Chen Lin, author of the popular stock newsletter What Is Chen Buying? What Is Chen Selling? In this interview with The Life Sciences Report, Lin focuses his analytical expertise on the biotech sector and names companies with blockbuster promise.

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Orphan Drugs Find Home in Transformational Biotech (06/27/2013)

"Drugs eligible for PRVs are, by definition, orphan disease drugs. As a result, orphan drug candidates get valuable special treatment from regulators."

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Ian Gordon: Who Killed the Gold Price? (06/26/2013)

The gold price may have taken a tumble, but Ian Gordon, chairman and founder of the Longwave Group in British Columbia, is watching for a recovery. As bullishness in gold reaches some of its lowest levels, Gordon, in this interview with The Gold Report, says he believes that is indicative of a turn and he discusses where he has invested his money to ride the upswing.

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How to Invest in the Golden Age of Biotech (06/26/2013)

"Propelled by new drug debuts, research advances and a full pipeline, a long stretch of rewarding breakthrough products should continue to flow in the years ahead."

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Rising Powers, Shrinking Planet: What’s Next in the Energy Debate? (06/26/2013)

"Could the accelerated development of renewable energy prove to be the only way to avoid an inevitable spiral of war and disaster?"

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Are You Protected from Oil Price Downside? Chen Lin Shares His Strategy (06/25/2013)

Remember when oil shot up to $148 a barrel? Chen Lin does, and he sees potential for Wall Street market manipulation to push the oil price in the opposite direction—as low as $47 a barrel. Plus, he's bearish on China now. The good news is that Lin, publisher of What Is Chen Buying/Selling?, was willing to share his personal investment strategy in his interview with The Energy Report. Find out where Lin booked profits this year and get the names he's turning to for protection against oil price downside.

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After Labor Strikes, What's Next for Platinum? (06/25/2013)

Violent South African mining labor strikes shocked the globe in 2012, but the resulting negotiations underway could create more stable supply flows in the long term—that's how CPM Commodity Analyst Erica Rannestad sees it. In this interview with The Metals Report, Rannestad discusses the key developments that could signal a price rise and which producers could clean up big on high-priced PGMs.

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Roger Wiegand Predicts a Brand New World for Gold (06/24/2013)

The quant who produces Trader Tracks newsletter tells The Gold Report that the technical charts project a brightening future for precious metals. Technical market analyst Roger Wiegand tracks annual trading cycles while keeping an expert eye on potentially disruptive world events. He is a stickler for fundamentals, though, when it comes to picking out the best juniors for safe bets in a cash-poor industry.

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Ben Bernanke's Real Message for Gold Investors, Translated by John Williams (06/24/2013)

Don't fall for propaganda from the Federal Reserve about tapering quantitative easing, says ShadowStats editor John Williams in this interview with The Gold Report. His corrected economic indicators show the U.S. is nowhere near a recovery and the Fed will have to increase rather than decrease bond buying to prop up the banks and push off inevitable dollar debasement. That could be very bad for savers, but good for gold.

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African Shale Gas Production Could Break Out (06/24/2013)

"South Africa (which holds the fifth-largest reserve in the world), Morocco, Algeria, Tunisia, Libya, and Egypt are among the small group of countries that have the potential and are exploring for gas on the continent, according to the U.S. Energy Information Administration."

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Final Capitulation Coming in Precious Metals (06/21/2013)

"A close examination of history tells us that this could be the final capitulation that would lead directly to a huge rebound in the ensuing months."

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Five Miners Chen Lin Expects to Buck the Trend (06/21/2013)

For most investors, the market for gold and silver stocks resembles a battlefield littered with the dead and dying, especially after the last day or two. The key for investors is picking those stocks that have the best chance for survival, and sticking with them until they are able to recover. In this interview with The Gold Report, Chen Lin tells us what he looks for to make that critical decision and why he believes that platinum and palladium should do well regardless of what is happening with gold and silver.

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Deadly Bacteria Are a Global Crisis: Brad Spellberg (06/20/2013)

Antibiotic-resistant bacteria, like the proverbial time bomb, are poised to wreak infectious havoc on a worldwide scale. Brad Spellberg, associate professor of medicine at the Los Angeles Biomedical Research Institute and the Harbor-UCLA Medical Center, is committed to defusing the bomb with the development of new antibiotics and creative platforms. He believes investigators must look at alternative ways to deal with bad bugs, perhaps by neutralizing their toxic effects rather than killing them. In this interview with The Life Sciences Report, Spellberg explores this critical issue and names four companies with novel technologies that address this looming global crisis.

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Profit from Seasonal Energy Cycles: Roger Wiegand (06/20/2013)

For short-term traders, understanding cyclical markets is the key to profits. And with the hottest summer months ahead, natural gas could get a price boost when air conditioners start to hum, says Roger Wiegand, publisher of the Trader Tracks investment newsletter. In this interview with The Energy Report, Wiegand shares some promising names for investors who are ready to read the technical charts—and mark their calendars.

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Who Is Manipulating the Gold Price? (06/20/2013)

"Gold suffers from wild price gyrations when the markets become too disruptive, and data suggests that gold prices are regularly manipulated for the benefit of large banks and to the detriment of any retail investor trying to protect their wealth by investing in gold."

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What China's Crackdown on 'Midnight Mining' Means for REE Projects (06/20/2013)

"The rare earth mining industry will be saddled with permanent increased operation costs."

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Get Ready for Stupid Cheap Silver Prices:
David H. Smith
(06/19/2013)

It's a jungle out in the silver markets. Investors are holding on for their lives as the price of metals swings to higher highs and lower lows and junior equities bounce along the bottom. In this interview with The Gold Report, David H. Smith, senior analyst at silver-investor.com's The Morgan Report, navigates the jungle by advising which explorers, midtiers, stalwarts and royalties to consider buying in tranches on the way down and selling on the inevitable way up.

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Fadel Gheit: Avoid the Middle East, Invest in US Refineries (06/18/2013)

Shifting commodity prices are a given in the oil and gas industry, but sometimes the industry landscape changes in unexpected ways. In this interview with The Energy Report, Oppenheimer & Co. Managing Director and Senior Energy Analyst Fadel Gheit discusses the effect of Middle Eastern geopolitical issues on oil production, dissects the changing oil and gas production situation in the U.S. and explains how the shift in natural gas prices has turned the refinery business from the industry's perennial ugly duckling into a beautiful swan.

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Seven Australian Companies to Survive a Metals Market Correction (06/18/2013)

Australian mining companies have been hard hit by falling commodities prices and rising costs. But Petra Capital Analyst Andrew Richards believes his country's resource sector has turned a corner. In this interview with The Metals Report, Richards says that costs are falling and China's need for Australian metals will continue to grow. He also names companies that are well positioned to flourish in the near future.

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Are the 'Special Few' Manipulating Oil Prices? (06/18/2013)

"With an ability to know the inventory figures up to five seconds before the market does, major market makers can swing entire portions of the energy curve."

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Jay Taylor: In Precious Metals, Cash Flow Is King (06/17/2013)

The price of gold remains in the doldrums, but Jay Taylor, host of the radio show "Turning Hard Times into Good Times," expects the bull market to come roaring back. In this interview with The Gold Report, Taylor cautions that not all miners are equal and advises investors to look for companies with cash flow and the potential for organic growth.

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FOMC Is the Big Driver for Precious Metals this Week (06/17/2013)

"On the New York Comex, the so-called speculative net long position in gold futures and options—calculated as the number of 'bullish' long minus 'bearish' short contracts held by traders classed as speculators—fell in the week ended last Tuesday."

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The Hidden Costs of Precious-Metals Miners' Optimism (06/17/2013)

"We believe gold will rebound and head higher, as you know, but that hasn't happened yet, and some mines that went into construction or production based on unrealistic assumptions are facing greater costs and lower revenues, resulting in net incomes far below investors' expectations."

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Three Rules of Thumb for Watching Insider Trading: Ted Dixon (06/14/2013)

Data on trades made by company insiders—key executives and directors—demonstrates to Ted Dixon, co-founder and CEO of INK Research, that most of them are contrarian in their approaches. Lately, Dixon finds that insider indicators in the gold and junior gold miner sectors are "off the charts." In this interview with The Gold Report, Dixon shares the names of frequent traders in recent months, along with insights into why, when and how insiders are trading.

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George Soros Joins Michael Ballanger on the Goldbug Side of the Market (06/14/2013)

In his 36-year career, Michael Ballanger, director of wealth management at Richardson GMP, has seen good markets and bad. As a true contrarian, he sees opportunity in undervalued precious metals assets and lauds George Soros' recently reported large gold-related positions. In this interview with The Gold Report, Ballanger discusses market sentiment and some companies that he expects to take off when the market turns.

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New Biotech Names with Excellent Prospects: Michael Aitkenhead (06/13/2013)

In a marketplace as diverse as biotech, picking the best and brightest can stymie even the savviest investor. Senior biotechnology analyst and physician Michael Aitkenhead of Edison Investment Research has done meticulous research on both the science and unmet needs to reveal the growth potential of biotechs with vastly different stories, disease indications and markets. In this interview with The Life Sciences Report, Aitkenhead details his thesis on three names, each with the ability to return large multiples on original investment.

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For Love and Money: Three Growth Stocks from Casey's Alex Daley (06/13/2013)

Alex Daley, senior editor of Casey Extraordinary Technology, seeks out undiscovered names because that's where he finds the big upside. In this interview with The Life Sciences Report, Daley brings his best ideas to investors who won't shy away from unloved biotech and medtech names. Sharpen your pencils, steel your nerves and take note of these three growth stories.

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Transformative Energy Technologies: Michael and Chris Berry (06/13/2013)

The synergy of temperament and intellect has fostered much success for the father-son team of Michael Berry, editor of Morning Notes, and Chris Berry, founder of House Mountain Partners LLC. In this Father's Day interview with The Energy Report, the Berrys reveal what they've learned from each other's investment strategies over the years, and mull energy metals and emerging green technologies that could be "compelling investment opportunities." They also reveal that, for all the familial camaraderie, there are energy issues about which they strongly disagree.

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Mixed News for Biotech Industry: Supreme Court Upends Gene Patents (06/13/2013)

" 'A naturally occurring DNA segment is a product of nature and not patent eligible merely because it has been isolated, but cDNA is patent eligible because it is not naturally occurring,' the court stated in an opinion written by Justice Clarence Thomas."

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Gold Has Stood the Test of Time: Michael and Chris Berry (06/13/2013)

The synergy of temperament and intellect has fostered much success for the father-son team of Michael Berry, editor of Morning Notes, and Chris Berry, founder of House Mountain Partners LLC. In this Father's Day interview, the Berrys reveal what they've learned from each other's investment strategies over the years and why they are still bullish on gold.

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Physical Gold and Paper Gold Battling for Supremacy: Brien Lundin (06/12/2013)

The recent drop in gold prices is a confirmation, or a revelation, to investors of the battle between the physical and paper gold markets. In this interview with The Gold Report, Brien Lundin, editor of Gold Newsletter, predicts the timing of a handoff from Asian physical demand to Western speculative demand and assesses the readiness of the junior market to respond to a revival in commodity prices. Plus, in a tip to Father's Day, he discusses his efforts to groom the next generation of investors.

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Physical Gold and Paper Gold Battling for Supremacy: Brien Lundin (06/12/2013)

The recent drop in gold prices is a confirmation, or a revelation, to investors of the battle between the physical and paper gold markets. In this interview with The Gold Report, Brien Lundin, editor of Gold Newsletter, predicts the timing of a handoff from Asian physical demand to Western speculative demand and assesses the readiness of the junior market to respond to a revival in commodity prices. Plus, in a tip to Father's Day, he discusses his efforts to groom the next generation of investors.

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Tug of War in Gold and Silver (06/12/2013)

"Since falling sharply in April, gold has swung either side of $1400 an ounce, with the gold price falling as low as $1337 and as high as $1478."

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Time to Stress Test Your Resolve in the Gold Markets (06/12/2013)

"Investors must be willing to hold through down or sideways markets to realize profits."

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Some Like It Hot: Lisa Morrison on the Outlook for Industrial Metals (06/11/2013)

Commodities may have broken out of a commodity supercycle and could be hitting a cyclical trough. Lisa Morrison, the principal consultant of CRU Group in Philadelphia, analyzes the price outlook for 26 commodities over the next four years and gives them a temperature rating from hot to freezing. In this interview with The Metals Report, Morrison, using this rating methodology, details which commodities she expects to offer the best upside for investors and which to avoid.

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Byron King: Forget OPEC. North American Energy Plays Bring Profits Home (06/11/2013)

Looking for profits in the oil and natural gas space? Look no further than shale plays, energy service companies and offshore drilling opportunities in the U.S., says Byron King of Agora Financial LLC. In this interview with The Energy Report, King discusses how dwindling exports to the U.S. from Latin America, Africa and the Middle East are shifting the supply and demand equation across the world. King also names companies in the service space with solid prospects for investors.

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How to Invest in Uranium in 2013 (06/11/2013)

"The emerging countries, hungry for electricity to power their economies, are proceeding with plans to build a good number of nuclear reactors."

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As Economy Heats Up, Will Oil Start to Sizzle? (06/11/2013)

"Looking ahead, if the economy starts to experience runaway inflation, history shows it makes sense to hold real assets."

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Keeping Stakes Small: How Some Companies Are Navigating the Gold M&A Market: Keith Phillips (06/10/2013)

Bigger isn't always better, as recent acquisitions by Agnico-Eagle Mines Ltd., Coeur d'Alene Mines Corp. and New Gold Inc. suggest. These companies are choosing to make multiple smaller deals as they keep the M&A thesis alive. In this interview with The Gold Report, Keith Phillips, head of Cowen and Company's Metals & Mining Investment Banking Group, tells investors what they can learn from those deals, the biggest problems facing the gold equities market and how they can take advantage of what he calls the strongest debt-financing markets in history.

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What Is the Cost of Mining Gold? (06/10/2013)

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The Three Ways Frank Holmes and Brian Hicks Play the Junior Resource Space (06/07/2013)

The recent volatility in the gold market has investors taking a second look at their strategies. In this interview with The Gold Report, Frank Holmes and Brian Hicks of U.S. Global Investors discuss their criteria for investment decisions, the factors they think will affect the gold sector and how ETFs are distorting the gold equities market.

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China Planning New Rare Earth Crackdowns (06/07/2013)

"China accounted for more than 85% of global rare earth production last year, also accounting for 70% of global consumption."

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Seven Biotech Options that Buck Tradition: Christian Glennie (06/06/2013)

Edison Investment Research assesses the value of emerging companies with a model that assumes revenues and earnings are years away. Then again, every investor does that. What's unusual is that Edison looks for tomorrow's upside in companies still small enough to double, triple and quadruple in value down the line. In this interview with The Life Sciences Report, Edison Biotechnology Analyst Christian Glennie applies his valuation skills to seven innovative biotech and specialty pharma companies and discusses the share-moving catalysts that investors need to know about now.

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How to Play the Invest-for-Tomorrow Game in Medtech: Alan Brochstein (06/06/2013)

Alan Brochstein of AB Analytical Services blogs, publishes and creates model portfolios for retail investors and consults with institutional investors. He leans heavily toward medical technology because he sees the industry's devices, instrumentation and molecular diagnostics as huge efficiency creators and money savers for hospitals. He never pulls the trigger on a stock unless it has adequate insider ownership and superb management—two ingredients that almost always lead to success. In this interview with The Life Sciences Report, Brochstein highlights several turnaround stories that he believes can create real shareholder value and make money for investors.

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Realize the Full Potential of Natural Gas: Jeff Grampp (06/06/2013)

gasrefine1Ramping up domestic North American liquid natural gas production for export to pricier international markets could be a game changer for struggling junior explorers. In this interview with The Energy Report, C. K. Cooper & Company's Jeff Grampp tells us why drilling in domestic gas fields for export is a good idea. . .if the Feds play along. And he identifies promising juniors with leaseholds in particularly desirable fields.

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Sprott's Michael Kosowan Asks: Are You Swayed or Afraid? (06/05/2013)

Many investors are wondering if the words "gold" and "opportunity" can coexist in the same sentence. Michael Kosowan of Sprott Global Resource Investments answers with a resounding "yes." He believes in the Pareto Principle—80% of the gain is derived from 20% of the stocks—and that contrarians will be rewarded in this "wonderfully miserable market." To find that 20%, Kosowan outlines the criteria he uses when sizing up a junior mining company.

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How to Play Nevada's Gold Rush (06/05/2013)

"According to the U.S. Geological Survey, Nevada mined over 5.4 Moz of gold in 2012. That accounts for 75% of domestic production."

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The Conflict over Conflict Metals: Lisa Reisman (06/04/2013)

Much has been said of the massive scope of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and Lisa Reisman, managing editor of MetalMiner.com, sees opportunity in the controversial provisions governing conflict minerals. In this interview with The Metals Report, Reisman discusses how companies are dealing with the new requirements and names companies closest to production in the crucial tantalum, tungsten and tin space.

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Potential Oil Glut! Raymond James Analyst's Contrarian Forecast (06/04/2013)

Stepping away from the pack, Andrew Coleman of Raymond James Equity Research is making a contrarian forecast for an oil glut in 2014. Shale oil production is on the ascent, with the United States joining Saudi Arabia on the supply side, while China's hunger for oil may be sliding and demand in developed countries remains in decline. In this interview with The Energy Report, Coleman explains his thinking and names the producers best positioned to capitalize on the turbulence ahead.

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Gold Stock Seller's Remorse (06/04/2013)

"I think sellers abandoned gold equities prematurely on weak grounds, and will be back when that becomes obvious, joined by even bigger numbers of new investors."

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Marc Faber: The World Is a Mess, But Junior Mining Stocks Could Double (06/03/2013)

The world's economy is in tatters and safe havens are few and far between, says legendary contrarian Marc Faber. The banking crisis in Cyprus has shown that even bank deposits are not safe. The publisher of the Doom, Boom and Gloom newsletter, surveying the world from his perch in Hong Kong, discusses the impact of unemployment in Europe, the economic slowdown in China, asset bubbles and the turnaround prospects for precious metals miners. Faber also reveals his investment strategy for these volatile times in this interview with The Gold Report.

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Winners and Losers Take Center Stage at ASCO Conference (06/03/2013)

"While big pharma delivered on its promise to present encouraging phase 2/3 results at the American Society of Clinical Oncology meeting, the drug giants were in good company—Peregrine Pharmaceuticals and Seattle Genetics were among the smaller biopharmas to report promising clinical data."

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Arab Spring Blowback Is the Key Risk in Energy Markets Now (06/03/2013)

"This wave of unrest may have repercussions across the entire energy sector."

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Why Stocks and Gold Are About to Reverse Course (06/02/2013)

"Without fail liquidity eventually finds its way into undervalued assets."

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