Solar Competes with Natural Gas
Source: Jeff Siegel, Energy & Capital  (1/23/12)
"There's no doubt that there's still plenty of money to be made in solar. You just have to know where to look, and of course, not get caught up in all the hype." More >

Gold Confiscation: A Reality? (Part III)
Source: Julian Phillips, Gold Forecaster  (1/21/12)
"We would go so far as to say that all the world's central banks are very aware of the need to continue to use gold in the monetary system and, more pertinently, that that role is growing, much as they hate that prospect." More >

Week Thoughts: How Low Can Nat Gas Go?
Source: Hinds Howard, MLP HINDSight  (1/21/12)
"The more interesting question is: How long before it recovers? I'm betting it will be years at this point, and I'm not alone." More >

A Path to Gold and Copper Production: Kwong-Mun Achong Low
Source: Brian Sylvester of The Gold Report   (1/20/12)
Kwong-Mun Achong Low, an analyst with Northern Securities in Canada, thinks that copper and gold juniors are in for a better run this year. He's ferreted out the juniors with the most promising management and assets that are on a path to production—not to mention rising stock prices. In this exclusive interview with The Gold Report, Achong Low discusses why copper may have a slight edge on gold in 2012 and what companies are the crown jewels of his coverage list. More >

Gold for the Week Down in Euros, Up in Dollars
Source: Ben Traynor, BullionVault  (1/20/12)
"'With physical demand providing little support, the dollar continues to largely dictate movements in gold.'" More >

Gold-Stock Upleg Cycles
Source: Adam Hamilton, Zeal Intelligence  (1/20/12)
"Traders aren't very enthusiastic about the gold mining sector at the moment. But they sure would be if they understood the gold-stock upleg cycles." More >

Inflation Concerns Remain as Gold and Silver Climb Higher
Source: Eric McWhinnie, Wall St. Cheat Sheet  (1/20/12)
"A growing consensus of economists predicts that the Federal Reserve is likely to inject another $1T worth of easing to stimulate the economy. Such a move will provide yet another blow to the U.S. dollar and another catalyst for higher gold and silver prices." More >

QE3, $2,200 Gold, and the Trillion-Dollar Bazooka
Source: Peter Krauth, Money Morning  (1/20/12)
"According to SocGen, QE3 is headed our way this coming March, focused on mortgage-backed securities purchases on the order of $600B over six to eight months. They see U.S. equities, European equities, oil and especially gold benefiting from this new round of fiat money printing." More >

Safe Havens
Source: Guiseppe Borelli, The Unpunctured Cycle  (1/20/12)
"I believe the gold price bottom we saw in late December is of extreme importance as it represents the transition from the second phase of the bull market on into the third phase." More >

Driving Value for Pharma and Biotech Companies: Insights from Biotech Showcase 2012
Source: The Life Sciences Report Editors  (1/20/12)
The 2012 Biotech Showcase investor conference in San Francisco drew a record number of life science interests from all over the world. More >

Nuclear Energy Markets Tighten: Edward Sterck
Source: Zig Lambo of The Energy Report  (1/19/12)
Demand for uranium is expected to continue growing as China spearheads the conversion of new energy production from coal to nuclear. In this exclusive interview with The Energy Report, BMO Capital Markets Analyst Edward Sterck brings us up to date on how investors can best play this market and which companies are most likely to pick up the supply-side slack. More >

Obama's Rejection of the Keystone XL Oil Pipeline Is Pure Politics
Source: David Zeiler, Money Morning  (1/19/12)
"Most experts believe the Keystone oil pipeline will eventually get built, but in the meantime, President Obama's decision gives both Republicans and Democrats raw material for 2012 campaign speeches." More >

Don't Frack Me Up
Source: Marin Katusa, Casey Research  (1/19/12)
"To many walking the planet, fracking has a seriously bad reputation. Thanks to hyperbole and misinformation, fracking opponents have convinced a lot of people that the operators who drill and then hydraulically fracture underground rock layers thumb their noses at and even hate the environment." More >

Derisking Gold Juniors, Step by Step: Rick Mills
Source: Sally Lowder of The Gold Report   (1/18/12)
If you're among the many who consider investing in the junior resource sector nothing more than a crapshoot, look into Ahead of the Herd Publisher Rick Mills' steps to derisk the inherently risky business of investing in junior resource companies. In this exclusive interview with The Gold Report, Mills not only spells out the steps involved in the derisking process, but also cites specific examples of juniors he especially likes and discusses the features that put them ahead of the herd. More >

Gold Seeing Resistance at $1,667/oz
Source: Ben Traynor, Bullion Vault  (1/18/12)
"The spot market price to buy gold climbed to $1,658/oz during Wednesday morning's London trade, following reports that the International Monetary Fund is seeking to boost its lending capacity by $1T." More >

Silver's 2011 Big Move: Was It The End Or The Beginning?
Source: Hubert Moolman  (1/18/12)
"I see no evidence to suggest that anything we've seen so far was the end of the silver bull market, so I am expecting a very powerful upleg yet to unfold." More >

Gold ETFs May Continue to Shine in 2012
Source: Neena Mishra, Zacks Investment Research  (1/18/12)
"Some of the factors that will likely support gold's upward trend in 2012 are rising inflationary expectations and heightened macroeconomic uncertainty in many countries." More >

Oil and Gas Service Stocks: A Different Way to Profit from Shale Boom
Source: Keith Kohl, Energy & Capital  (1/18/12)
"Smaller drillers are consistently outshining the lackluster performances of ExxonMobil and friends. That much isn't going to change." More >

Congress Has Bigger Fish to Fry than MLPs
Source: Hinds Howard, MLP HINDSight  (1/18/12)
"This year's report indicates that MLPs are expected to cost the government substantially less in lost tax revenue than was estimated a year ago." More >

US Must Change Policies to Take Full Advantage of 'Energy Bonanza': Mulva
Source: Jim Magill, Platts  (1/18/12)
"The US must adopt new policies if it is to take full advantage of the potential 'energy bonanza' resulting from advances in unconventional oil and natural gas production, ConocoPhillips Chairman and CEO James Mulva said Wednesday." More >

Resource Stocks Breaking Out of Bases and Forming New Uptrends
Source: Jeb Handwerger, Gold Stock Trades  (1/18/12)
"We noticed positive signals on our indicators suggesting that an impressive rally was in the offing, especially in our deeply oversold industrial metal miners." More >

When Will Gold Reach a New High?
Source: Jeff Clark, Casey Research  (1/18/12)
"We're confident that a new high in the gold price will come at some point, because many major currencies are unsound and overburdened with debt. Indeed, the ultimate high could be frighteningly higher than current levels." More >

Chinese Dragon to Unshackle Renminbi?
Source: Axel Merk, Merk Funds  (1/18/12)
"Chinese consumer spending is likely to have been underreported for some time; we don’t think a housing bust in China will stifle consumer spending as much as some fear." More >

Will China Unleash More Stimulus and Boost Gold Prices?
Source: Eric McWhinnie, Wall St. Cheat Sheet  (1/18/12)
"Although China may not provide more monetary easing through rate cuts, the nation avoiding a hard landing is bullish for precious metals and commodities." More >

Real Risks to the Gold Price
Source: Adrian Ash, Bullion Vault  (1/18/12)
"It's the real rate of interest that really matters to the ebb and flow of gold demand in the end." More >