Streetwise Articles
China's Secret Energy Investments
Source: Economy Watch (4/30/13)
"There have been 1,673 undocumented Chinese development projects in 50 African countries over the past decade."
More >
Gold's Plunge Ultimately Healthy for the Sector: Michael Gray
Source: Brian Sylvester of The Gold Report (4/29/13)
Market volatility sets the stage for price upswings as well as dips, according to Michael Gray, equities analyst of Macquarie Capital Markets, and the recent gold price drop should be seen as a "pause" in the bull market. Management teams are pausing as well, to focus on earnings and shareholder return rather than growth. In this interview with The Gold Report, Gray says this is the time to buy the best companies you can while they are discounted to fire sale prices, and he offers several names in jurisdictions from South and North America in the junior explorer space.
More >
Breaking Down Gold's Comeback
Source: Greg Guenthner, The Daily Reckoning (4/29/13)
"It's only been two weeks since the big crash. But that hasn't stopped the yellow metal from staging a comeback. For the first time in five weeks, gold ended trading Friday night with a weekly gain under its belt."
More >
New Wyoming Lithium Deposit Could Meet All U.S. Demand
Source: John Daly, OilPrice.com (4/29/13)
"Last year virtually all of the major brine and mineral-based lithium producers increased their prices, which in turn has spurred prospecting."
More >
Sell in May and Miss a Chance to Buy Gold Stocks Cheap, Warns Bob Moriarty
Source: JT Long of The Gold Report (4/26/13)
What is up—the Dow Jones Industrial Average and Standard & Poor's 500—will come down and what is down—gold equities—will go up fast, predicts the ultimate contrarian investor, Bob Moriarty. In this interview with The Gold Report, the president of 321 Gold proclaims that while all gold stocks are cheap right now, he has some favorites that he expects to jump when the junior market turns. Those who turn their back on the market over the summer just might lose their best chance to get in at historic lows.
More >
Biotech Micro Caps Offer Promise of Mighty Returns: Dick Huebner
Source: George S. Mack of The Life Sciences Report (4/25/13)
Dick Huebner knows what he wants. He's looking for biotech companies that can make it very big from a near zero-base valuation. We're talking low-end micro caps that bring a lot of risk to the table, along with the opportunity for major gains. In this interview with The Life Sciences Report, GVC Capital's senior managing partner profiles three publicly traded life sciences stories that could produce generous windfalls for investors, and a private firm about to go public that promises to do the same.
More >
Unconventional: Jim Letourneau's Investment Taste
Source: Tom Armistead of The Energy Report (4/25/13)
Whether the topic is peak oil, climate change or commodity bull markets, Jim Letourneau tends to take the contrarian position. He's an unapologetic advocate of oil sands development and a shrewd analyst of the companies large and small that are active both in the Alberta oil sands and in the U.S. oil patch. In this interview with The Energy Report, he shares his insights into one of Alberta's largest oil sands players and one of its newest and smallest, as well as a well-positioned startup in the Texas Midland basin and northwestern Montana's Williston basin.
More >
5 Factors that Will Push Silver to $250 an Ounce
Source: Peter Krauth, Money Morning (4/25/13)
"Because the global silver market is relatively small, silver prices tend to be more volatile; the pounding selloff we witnessed in silver this past month is a testament to that fact. But volatility works both ways, so when silver rises, its price can explode higher."
More >
Portfolio Manager Greg Orrell: 'My Belief in Gold Has Not Wavered'
Source: Peter Byrne of The Gold Report (4/24/13)
After the extreme volatility of gold in the last few weeks, OCM Gold Fund Manager Greg Orrell is more convinced than ever of the necessity of owning gold assets. In this interview with The Gold Report, Orrell lays out the rationale for buying these cheap gold stocks from around the world, including California of all places.
More >
Back the Dollar with Energy, Not Gold
Source: Bill James, OilPrice.com (4/24/13)
"Backing money with energy, not gold or debt, will cause people to gather energy."
More >
Anorthosite: What It Is and Why You Should Care
Source: Sally Lowder of The Metals Report (4/23/13)
Copper and nickel are two metals modern society cannot get enough of, but there is not enough to go around, says Rick Mills, publisher of Ahead of the Herd. Add in mounting production costs and you have a supply-and-demand disaster in the making. But when it comes to making fiberglass and aluminum, Mills says in this interview with The Metals Report that he sees a revolution in the making, and its name is anorthosite.
More >
Andrea Rubakovic: Will Development Pitfalls Create a Global Potash Shortage?
Source: Zig Lambo of The Energy Report (4/23/13)
Here's the story on potash according to Salman Partners Analyst Andrea Rubakovic: The major players are planning for long-term demand by developing brownfield projects, but they're running into hurdles. Meanwhile, juniors are having trouble financing greenfield projects. Does this mean we're in for a global supply pinch? If so, who could be positioned to profit? Read what Rubakovic has to say in her interview with The Energy Report.
More >
Jim Rogers: Once Gold Bottoms, We're Looking at a 'Multi-Year Bull Market'
Source: William Patalon III, Money Morning (4/23/13)
"The former hedge-fund manager and best-selling author believes this is a badly needed—even healthy—price correction."
More >
A Biotech Tightrope Walk: Balancing Drug Value and Corporate Efficiency
Source: Alex Philippidis, Genetic Engineering and Biotechnology News (4/23/13)
"In its latest annual industry report, Ernst & Young see an implementation gap in how executives judge drug value versus corporate efficiency."
More >
Need for Energy Integration Will Create Opportunities
Source: Kent Moors, Oil & Energy Investor (4/23/13)
"Advances like these are going to make the energy balance an interesting and profitable story to follow."
More >
How Low Can They Go?—Gold Breaking Points: Killian Charles
Source: Brian Sylvester of The Gold Report (4/22/13)
Killian Charles, an analyst with Industrial Alliance in Montreal, isn't too concerned if the gold price hits $1,300 an ounce or even $1,000. He's more concerned with the gold breaking point. How low can the gold price go without breaking a project? Investors will be surprised to know that a wealth of junior miners are lean and mean enough to survive a pint-sized gold price. Charles talks with The Gold Report
about which companies have resized and redesigned their projects to make it in this unforgiving market.
More >
The Alchemy of Gold Investment
Source: Geoff Candy, Mineweb (4/22/13)
"Amara Mining Chairman John McGloin discusses the key things investors should be looking for in a mining company."
More >
Curse of the Black Gold: How Oil Exporters Reach Financial Collapse
Source: Gail Tverberg, Economy Watch (4/22/13)
"Declining production capabilities, coupled with the volatility of oil prices, can lead some exporters down a road to financial collapse."
More >
Can Equities Cushion the Blow of Falling Gold Prices?: Peter Rose
Source: Brian Sylvester of The Gold Report (4/19/13)
The recent fall in precious metals prices has investors on edge. Many precious metals equities were hurting even before the latest precious metals drop. In this interview with The Gold Report, Peter Rose, head of mining research with Fox-Davies Capital Ltd. in London, provides a European perspective on mining and advises looking at under-appreciated jurisdictions (think Europe) and neglected metals like tin, lead and zinc.
More >
Why Gold Really Crashed and What You Can Do About It
Source: Keith Fitz-Gerald, Money Morning (4/19/13)
"Japan caused the biggest single one-day gold sell off in 30 years."
More >
How to Play by the Rules and Beat the Tax Man with MLPs
Source: Kent Moors, Oil & Energy Investor (4/18/13)
"MLPs allow owners to move tax liability directly to their personal returns, bypassing the need to pay corporate taxes."
More >
What Every Investor Should Know About Oil and Gas Micro Caps
Source: Tom Armistead of The Energy Report (4/18/13)
Atticus Lowe was among those who saw more smoke than fire in the fevered puffery of the shale industry's promoters. With an established track record now, the industry has proved its potential for him, and he is bullish on gas over the long term. He shares his assessment of some of the promising oil and gas players in this interview with The Energy Report.
More >
How One Slip Can Create a Copper Supply Emergency
Source: Frank Holmes, Frank Talk (4/18/13)
"The landslide in Utah is just one example of how quickly and unexpectedly the supply and demand factors facing the red metal can shift."
More >
These Three Triggers Will Produce a Resurgence in Natural Resources Prices: Greg Dorsey
Source: Brian Sylvester of The Gold Report (4/17/13)
Three trends will light a fire under natural resource prices and equities in the coming years, according Greg Dorsey, editor of Leeb's Real World Investing. Buying small- to mid-cap equities now and holding them as a long-term option against the metal price is a winning strategy, whether you are talking about gold, silver, copper, platinum or palladium. In this interview with The Gold Report, Dorsey shares the names of favorite companies that could profit from the expected surge.
More >
Gold's Tumble: Panic or Conspiracy? What's Next?
Source: Tony Daltorio of The Gold Report (4/17/13)
Since 2001, gold has risen more than seven times in value to an all-time nominal high in 2011 of $1,920/oz. As we all know, the price suddenly fell nearly 15% in two days, and is still bouncing around $1,375/oz. What caused the sharpest fall in the gold price since 1983? Depends on who you talk to. Reasons range from Wall Street downgrades by Goldman Sachs to fears over planned gold sales by highly indebted European countries. Other theories involve a hedge fund in trouble (a gold whale?) and conspiracies involving the Fed and others. Read on to learn experts' opinions on the cause of the fall and the opportunities the downturn presents for investors.
More >









