Streetwise Articles
2013 Silver Price Forecast: Silver Will Perform Like Gold on Steroids
Source: Peter Krauth, Money Morning (11/29/12)
"For 2013, I think silver, like gold, will set a new all-time nominal price record, likely reaching as high as $54/oz."
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Personalized Diagnostic Medicine Coming of Age
Source: George S. Mack of The Life Sciences Report (11/29/12)
As little as a decade ago we were all thinking in terms of one blood draw being the be-all and end-all of diagnostics. With the first human genome sequenced, it would only require a panel of genetic, epigenetic, proteomic and small molecule metabolic markers. That was all we needed, we thought. Today it's clear that we got ahead of ourselves. Yes, the search is still on for the right biomarkers, but it’s going to be more about organizing the data and tying it together with history of present and past illness to render more definitive diagnostics. I spoke with Ladenburg Thalmann & Co. Director of Health Care Research Kevin DeGeeter about this very topic.
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Invest in the Great Progress of Hepatitis C
Source: George S. Mack of The Life Sciences Report (11/29/12)
There are a lot of drug candidates in company pipelines for hepatitis C (HCV). In fact, your head could spin as you recite the product code number and letter combinations. I spoke with Sagient Research Analyst John Tucker who had just gotten back from Boston where he attended the 63rd Annual Meeting of the American Association for the Study of Liver Diseases (AASLD), known as "The Liver Meeting." Of course the focus and buzz around the conference was the most recent developments surrounding HCV. "There has been tremendous progress in that particular area and a lot of interest in that progress," he says. "At the European Association for the Study of the Liver (EASL) meeting six months ago we really saw the first detailed presentations of treatment regimens without interferon, which is a very lengthy, uncomfortable and unpleasant process. This was an almost watershed moment at EASL."
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Paul van Eeden on Why Gold is Overvalued
Source: JT Long of The Gold Report (11/28/12)
Many goldbugs like gold as a hedge against Federal Reserve policies and high inflation. Paul van Eeden, president of Cranberry Capital, says he does not fear high inflation due to Fed policies. Van Eeden is a different kind of goldbug and in this interview with The Gold Report, he explains how his proprietary monetary measure, "The Actual Money Supply," is the reason why.
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Gold Stocks Approaching a Crossroads
Source: Jordan Roy-Byrne, The Daily Gold (11/28/12)
"Present conditions for gold miners have never been better. Rising costs are a problem but margins for the large unhedged producers are at bull-market highs."
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How Do the Chinese View the Gold Market?
Source: Jeff Clark, Casey Research (11/28/12)
"Since 2007, China's demand for gold has risen 27% per year. Its share of global demand doubled in the same time frame, from 10% to 21%. And this occurred while prices were rising."
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Will China's Trade Agenda Squeeze Fluorspar Supply?
Source: Peter Byrne of The Critical Metals Report (11/27/12)
One of the world's leading experts on industrial chemicals explains the convoluted market for fluorspar, a component of many household products. In this interview with The Critical Metals Report, IHS Chemical's Ray Will explains how a rebound of the global supply of fluorspar is tied to the fluctuating trade agenda of the mineral's largest consumer, China. Learn why Canada and Mexico are poised to increase production of the valuable raw material using previously abandoned mines and new technologies.
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Rick Rule: A Global Perspective on US Energy Independence
Source: Karen Roche of The Energy Report (11/27/12)
Could politicians' talk of the U.S. becoming energy self-sufficient be coming true? Rick Rule, founder and chairman of Sprott Global Resource Investments Ltd., explains how world energy market dynamics will shift as the U.S. reaches natural gas exporter status. From oil, gas and uranium, to hydro and geothermal, with a detour into energy infrastructure plays, Rule shares the rules he invests by in this Energy Report interview.
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Shale Gas Has Poland on Verge of Energy Boom
Source: Kent Moors, Oil & Energy Investor (11/27/12)
"Polish officials have committed to a rapid development of unconventional gas."
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The Red Queen Syndrome
Source: Rick Mills, Ahead of the Herd (11/27/12)
"China has recently released its new energy plan and it effectively ends the pause on new nuclear construction."
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Uranium Stocks to Benefit From Nuclear Resurgence
Source: Don Miller, Money Morning (11/27/12)
"Nuclear power is poised to make a comeback."
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How to Play Your Gold Stocks Now
Source: Jeff Clark, Casey Research (11/27/12)
With the Fed, ECB and BOJ pulling stimulus rabbits out of the printing hat, and the UK, Switzerland and China all adding to their balance sheets, gold is headed a lot higher and will subsequently pull the stocks with it.
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Gilead Leaps to First with Phase 3 Success for All-Oral Hepatitis C Drug Program
Source: Ryan McBride, Fierce Biotech (11/27/12)
"Gilead Sciences is sprinting ahead with initial positive results from a Phase 3 study for what could be a first all-oral combination therapy for certain patients with chronic hepatitis C virus in the U.S."
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Gold Prices Experience a 'V' Shaped Bounce
Source: Bob Kirtley, SK Options Trading (11/27/12)
"The white-knuckle ride continues and volatility is the order of the day, which will continue to shake out the weaker hands, which in turn presents investors with another buying opportunity before this bull gains some traction and gold prices head north with some gusto."
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In Search of the Next Bakken Shale Oil Field
Source: Tony Daltorio, Money Morning (11/27/12)
"Even Alaska, already a vast oil producer, has large shale oil deposits ready to be exploited. Its North Slope shale formation may hold as much as 2 Bblb of oil."
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Three Sharp Pencils in the Graphite Game
Source: Mickey Fulp, Mercenary Geologist (11/26/12)
"Graphite is next in line for a commodity boom."
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Fund Managers Face Off in the Quest for Mining Profits
Source: JT Long of The Gold Report (11/26/12)
Buy and hold or go for the tenbagger? Two successful money managers, Adrian Day and Brian Ostroff, sat down with The Gold Report at the Hard Assets Conference to share their forecasts for 2013. Although the two have very different investing approaches, they came to some of the same conclusions about the future of gold and the companies that could make it through the next cycle.
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Real Rates and Gold
Source: Adam Hamilton, Zeal Research (11/26/12)
"The inflation associated with negative real rates ignites gold price gains far exceeding that inflation."
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As Pharmas Seek Innovation, Biotechs Eye Bigger Stick
Source: Marie Powers, BioWorld (11/26/12)
"Pharmas have a five- to eight-year period to 'maximize the molecule' by translating their R&D programs into value in the marketplace or risk obsolescence. That's an area where biotechs can potentially enhance the return on investment, particularly in technologies such as therapeutic vaccines, stem cells and tissue replacement."
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Is Genetically Modified Food Killing Us?
Source: Alex Daley, The Daily Reckoning (11/26/12)
"Opinion papers like this—while not to be confused with conclusions resulting from solid research—are a critically important part of the scientific process. Professors Carman and Heinemann provide a very important public good in challenging the strength of the due diligence process for RNAi's use in agriculture."
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FSD Drugs Advance as Women Push for Equal Access
Source: Alex Philippidis, Genetic Engineering & Biotechnology News (11/26/12)
"The market for female sexual dysfunction (FSD) drugs is believed larger than the market for male sexual dysfunction treatments (estimates range from $4-5B), since the percentage of women with FSD between ages 18 and 59 (43%, according to some studies) is higher than that for men (34%)."
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The Huge Risk-Reward Scenario with East Africa Oil
Source: Jen Alic, Oil & Gas Investments Bulletin (11/25/12)
"The new wealth being created by energy companies is a strong incentive for the different ethnic groups in East Africa to work together."
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As Drug Industry's Influence over Research Grows, So Does Potential Bias
Source: Peter Whoriskey, Washington Post (11/24/12)
"The New England Journal of Medicine is not alone in featuring research sponsored in large part by drug companies—it has become a common practice that reflects the growing role of industry money in research."
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Trouble Ahead in 2013?
Source: Clif Droke (11/23/12)
"The Kress cycle outlook describes the coming year as potentially dangerous."
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Rick Rule: Be a Risk Manager, Not a Reward Chaser
Source: Karen Roche of The Gold Report (11/23/12)
The Gold Report met up with Rick Rule, founder and chairman of Sprott Global Resource Investments Ltd, at the Hard Assets Conference in San Francisco. In this interview with The Gold Report, he shares his belief in the power of gold as both "catastrophe insurance" and an investment vehicle. As to equities, he sees a new discovery cycle lifting the prospects of majors and juniors alike, as long as they act like "rational" businesses.
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