Streetwise Articles
What's Up with Dr. Copper?
Source: ZeroHedge (4/19/12)
"Copper will need to reverse from the current levels and investors will need to embrace that risk."
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A Return to the Gold Standard or Gold Behind Currencies, Part 4
Source: Julian Phillips, Gold Forecaster (4/19/12)
"Gold is money when nothing else is, particularly at the government level. If a national currency collapses, the gold in the nation's central bank does not."
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Gold Performance Improves Despite Headwinds
Source: Mining Weekly, Henry Lazenby (4/19/12)
"Gold ended Q112 8.6% higher in London, at $1,662.50/oz; the World Gold Council described the quarter as being 'eventful' and, despite increased volatility in capital markets, the metal achieved rising prices in all major currencies, with yen investors benefiting most."
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Gold Continues to Look Bearish
Source: Ira Epstein (4/19/12)
"All the problems that will ultimately drive gold higher are there, but timing is important and right now the trend is down. Until the trend turns up, treat the market as short-term bearish."
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Nixon, Gold and Oil
Source: Rick Mills, Ahead of the Herd (4/19/12)
"For the very first time in our history, all money, all currencies, are now fiat. The U.S. dollar used to be gold backed and it was the rock all the world's currencies were anchored to."
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Five Ways to Play Heart Health
Source: George S. Mack, The Life Sciences Report (4/19/12)
You almost never hear an analyst say his sector is trading at a significant discount across all market caps. But when I interviewed Senior Analyst and Managing Director Jason Mills of Canaccord Genuity for The Life Sciences Report, that was his evaluation of the cardiovascular space in medtech. A negative environment can certainly create opportunity, and Mills says specific medtech stocks are trading at "trough levels" not seen since the technology meltdown of 2001–2002.
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Gold:Platinum Ratio Suggests Much Higher Gold Prices Are Coming Soon
Source: Hubert Moolman (4/18/12)
"The gold:platinum ratio supports significantly higher gold prices over the coming months."
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More Central Bankers Find Gold Attractive
Source: Ben Traynor, BullionVault (4/18/12)
"The majority of reserve managers at the world's central banks consider gold a more attractive investment than last year, while they are wary of euro exposure, according to a new survey by Central Banking Publications."
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Cambodia, Once Secret, Is Now Open for Business: Richard Stanger
Source: Brian Sylvester of The Gold Report (4/18/12)
Resource investors are always looking for the next untapped region and Richard Stanger thinks he has found it. President and founder of the Cambodian Association of Mining and Exploration Companies, Stanger has been working to get the word out about Cambodia, a growing, stable country with the right geology for some big discoveries. In this exclusive interview with The Gold Report, Stanger gives an insider's view of the secrets to investing in Cambodia and explains why he's expecting a land rush.
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Nuclear Energy Accidents May Become a Thing of the Past
Source: Forbes, Ken Silverstein (4/18/12)
"Thorium proponents suggest that molten salt reactors that burn such fuels won't meltdown because, unlike today's high-pressured units, they are low pressured."
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Is It (Finally) Time to Buy the Solar Industry?
Source: Eric Dutram, Zacks Investment Research (4/18/12)
"High oil prices haven't yet turned solar stocks around, so what catalyst will finally move solar power off of its lows?"
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The Radical Change in Asia's Coal Market
Source: James O' Connell and Mike Cooper, Platts (4/18/12)
"The narrowing of coal's trading window is a natural extension of a market maturing, with participants moving toward a more effective trading period and a true spot market."
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Finally, the US Paves the Way for the Sabine Pass
Source: James Baldwin, Oil & Energy Investor (4/18/12)
"This will be another major step in a reversal for the natural gas prices over the next few years."
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Syria Selling Gold Reserves as Sanctions Bite
Source: Reuters, John Irish and Amena Bakr (4/18/12)
"Two gold traders in the United Arab Emirates said the Syrian government had been offering gold at a discount, with one saying it was making offers at about 15% below the market price."
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WTO Suit Won't End China's Rare Earth Monopoly: Jeffery Green
Source: Zig Lambo of The Critical Metals Report (4/17/12)
Washington misses the point about rare earth element supply, says Jeffery Green, founder of J.A. Green & Co. With the Departments of Energy, United States Trade Representative and Department of Defense each approaching China's near monopoly from different angles and Congress more divided than ever, it takes an expert like Green to illuminate the structure of this complex global market. In this exclusive interview with The Critical Metals Report, Green explains the fragmented policy developments in this space and pending WTO action, arguing that the U.S. needs to develop a domestic supply chain in order to remain competitive.
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Tap Profits in the Growing Graphite Market: Simon Moores
Source: Brian Sylvester of The Critical Metals Report (4/17/12)
Graphite is the Next Big Thing for resource investors, but as in any sector, due diligence is a prerequisite for success. Enter Simon Moores, graphite market specialist with Industrial Minerals in London. In this exclusive interview with The Critical Metals Report, he explains why graphite is "the perfect mineral," why we're still going to be talking about it years from now and which companies to watch in this emerging industry.
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Denison Mines, Energy Fuels to Merge into Leading Pure U.S. Uranium Producer
Source: Dorothy Kosich, Mineweb (4/17/12)
"Energy Fuels and Denison Mines have entered into CA$106 million all-stock transaction which allows Energy Fuels to acquire all of Denison's U.S. mining assets and operations."
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Domestic Oil Production Is Bullish for Americans: Evan Calio
Source: George Mack of The Energy Report (4/17/12)
For Morgan Stanley Analyst Evan Calio, a challenge is really an opportunity, at least when it comes to finding discounted equities in the oil and gas space. In this exclusive interview with The Energy Report, he explains why the distribution bottleneck that is causing a historically wide price differential between WTI and Brent is actually an opportunity for refiners and Americans everywhere.
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A Return to the Gold Standard or Gold Behind Currencies, Part 3
Source: Julian Phillips,Gold Forecaster (4/17/12)
"The questions gold investors have to ask themselves is: If the days of the dollar are numbered, how will gold be used in the monetary system that follows? Will there be a global monetary system that all nations subscribe to or will the monetary world fragment?"
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What the 'Real' Oil:Gas Ratio Says About Natural Gas Stocks
Source: Keith Schaefer, Oil & Gas Investments Bulletin (4/17/12)
"Intermediate natural gas weighted stocks in Canada are valued higher—sometimes a lot higher—than oil stocks, despite oil being worth 35 times more than gas."
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Will Illumina Reject Roche's Raised Takeover Bid?
Source: Aabha Rathee, Wall St. Cheat Sheet (4/17/12)
"Shareholders of the San-Diego based Illumina seem to be collectively siding with their board, which has already rejected two bids from Roche."
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Superior Biotechnology Leads to Superior Drugs
Source: Ray Blanco, Penny Sleuth (4/17/12)
"Revolutions in our understanding of the genome and proteome are opening up new pathways toward vanquishing the cancer foe."
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Geothermal Steams Forward, Under the Radar
Source: TG Daily, Shifra Mincer (4/17/12)
"Geothermal plants can take as long as eight years to construct and developers need stable, long-term policy that they can rely on throughout that period. But the industry has shown no sign of slowing."
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North American Potash Inventories Rise in March
Source: Reuters (4/17/12)
"North American potash inventories at the producer level, a key indicator of market sentiment, rose surprisingly in March ahead of the region's spring planting season."
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Gold, Silver and Copper Investing Strategies and M&A Ideas: Vishal Gupta
Source: Sally Lowder of The Gold Report (4/16/12)
Precious and base metal companies both have to obey the basic laws of physics and economics to be profitable. In this exclusive interview with The Gold Report, geologist turned analyst Vishal Gupta of Fraser Mackenzie shares names of small-cap companies that could successfully take advantage of unique mineralogy to produce profitable mines.
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