Streetwise Articles
Precious Metals Dip Following Strong US Jobs News
Source: Ben Traynor, BullionVault (2/3/12)
"Spot market gold prices slipped back below $1,750/oz while stock markets rallied strongly following the release of better-than-expected U.S. jobs figures on Friday."
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How Much Gold Is China Really Importing?
Source: Bob Kirtley, SK Options Trading (2/3/12)
"Who is supplying the additional, yet unrecorded, quantities of gold to the Chinese market? Is it a covert operation with Russia, South America, an African state or indeed any number of the illustrious banks domiciled in the West?"
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Indian Silver Investment Surges
Source: Shivom Seth, Mineweb (2/3/12)
"Traders in India were betting big time on silver futures even as retail speculators have ensured that the white metal remains the highest traded commodity on the exchanges."
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Prospects for Nuclear Power in 2012
Source: Platts Energy Economist (2/2/12)
"Banks have signaled that they are unwilling to bear the risk of financing new nuclear projects, leaving three sets of interests that might be able to take it on: the utilities, the vendor or the consumer, in some form, via the state."
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Liquids-Rich Companies Will Weather the Dry Spell: Luc Mageau
Source: Brian Sylvester of The Energy Report (2/2/12)
With the winter warmer and drier than previous years, natural gas companies are suffering from depressed prices. However, Raymond James Analyst Luc Mageau identifies liquids-rich companies that can create profits with or without a natural gas price rally. In this exclusive interview with The Energy Report, Mageau explains how to use well payout rates to evaluate a company's longer-term cash flow.
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The Shift to Measuring Wealth in Gold Ounces
Source: Hubert Moolman (2/2/12)
"The shift from measuring wealth in terms of paper claims (dollars) to gold ounces, and the limited means to increase gold ounces, will change the business and investment world significantly, and will create a massive rush into those opportunities that increase gold ounces."
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New Study: Shale States Weathering Recession Better than Others
Source: JD Krohn, Energy InDepth (2/2/12)
"Seven out of the top 10 states surveyed that saw rises in household income during the current recession were states in which oil and natural gas development is a significant contributor to that state’s economy."
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Great Deals on Gold and Silver: James Turk
Source: Karen Roche of The Gold Report (2/1/12)
GoldMoney Founder and Chairman James Turk knows how to find great deals on gold and silver. He claims that the 2012 bottom for gold came during the first week in January. If the year's low is already history and if his projection that gold will hit the $2,000/oz mark within three months is on target, you do the math. "Gold is way too cheap," he tells The Gold Report in this exclusive interview.
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Gold, Stocks and the Euro All Gain
Source: Ben Traynor, BullionVault (2/1/12)
"Based on month-end PM London Fix prices, January saw gold's biggest calendar month gain in dollar terms since September 1999."
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Where's All the Gold China Is Buying?
Source: Lawrence Williams, Mineweb (2/1/12)
"The argument stands that China is increasing its gold reserves surreptitiously because if it were confirmed officially that it was adding, say, 300t or more to its reserves annually this would have a strong upward impact on the gold price and make it more expensive to add further amounts of gold."
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January Was a Good Month for Uranium and Rare Earth Miners
Source: Jeb Handwerger, Gold Stock Trades (2/1/12)
"The month of January is a harbinger for what may happen in the year 2012. This month we have seen both uranium stocks and rare earth stocks outperform the general market despite negative news."
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No Bull: Low Natural Gas Prices Offer Great Opportunity
Source: James Baldwin, Oil & Energy Investor (2/1/12)
"As the U.S. begins to export LNG to import facilities around the globe, we're going to see prices of natural gas converge around the globe. As markets open for lower-priced U.S. natural gas, demand for our lower-cost LNG will lead to the balancing of spot prices over time."
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Iran Sees No Effect on Oil Production from EU Embargo
Source: Aresu Eqbali, Platts (2/1/12)
"Iranian oil minister Rostam Ghasemi said EU countries would not find it easy to secure alternatives to the crude they currently buy from Iran."
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Are You Ready for Some Super Bowl Inflation?
Source: Eric McWhinnie, Wall St. Cheat Sheet (2/1/12)
"In a post flash-crash and MF Global-bankruptcy world, investor confidence is shifting toward preserving wealth with hard assets."
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Gold Doesn't Care!
Source: Guiseppi Borelli, The Unpunctured Cycle (2/1/12)
"Gold will move to the front of the line and take its rightful place as the one and only real money."
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WTO Ruling on China's Raw Materials Exports May Not Ease REE Constraints
Source: Dorothy Kosich, Mineweb (2/1/12)
"Despite the WTO's successful challenge of Chinese export restrictions on raw materials, the European Commission and the U.S. probably won't make much headway on China's REE domestic production restrictions."
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Rare Earth Metals—Not Your Father's Mining Biz: Byron King
Source: Brian Sylvester of The Critical Metals Report (1/31/12)
The non-Chinese rare earth metals sector is not dying, insists Byron King, editor of Outstanding Investments and Energy & Scarcity Investor. However, a rare earth miner's path to success significantly differs from the precious metals game. In this exclusive interview with The Critical Metals Report, King explains what makes this market distinct for producers and investors alike and offers winning strategies for both camps.
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Triple-Digit Oil Investing and a Natural Gas Price Rebound: Bill Powers
Source: George S. Mack of The Energy Report (1/31/12)
Powers Energy Investor Editor Bill Powers doesn't shy away from microcaps; he embraces them. In this exclusive interview with The Energy Report, he explains why triple-digit oil is here to stay and how the best-positioned companies will be sitting pretty when natural gas prices rise—as will investors who time the rebound right.
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Hepatitis C and Orphan Diseases Driving Big Biotech Potential: Geoff Meacham
Source: George S. Mack of The Life Sciences Report (1/31/12)
It may seem counterintuitive that rare diseases might actually be biotech growth drivers, but Senior Analyst and Managing Director Geoff Meacham of JPMorgan Chase makes just that case. In this exclusive interview with The Life Sciences Report, Meacham lays out his premise that hepatitis C and orphan disease drugs can cure the woes of growth-starved investors.
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Fed Action Will Decide Next Major Move for Gold
Source: Sam Kirtley, SK Options Trading (1/31/12)
"Economic strife in Europe is the biggest deciding factor for gold prices this coming year due to the impact it will have on global monetary policy."
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MLPs Finish January Positive, But Stocks Winning
Source: Hinds Howard, MLP HINDSight (1/31/12)
"This year marks the 5th January out of 17 that MLP Index has under-performed the S&P 500 for January. This is more a virtue of the MLP Index usually outperforming."
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Underpriced Precious Metals Juniors Due to Move in 2012: Matthew Zylstra
Source: Zig Lambo of The Gold Report (1/30/12)
After a tough year in 2011, there is definitely a good selection of underpriced junior resource stocks available for astute investors to focus on before the rest of the herd finally wakes up and smells the gold. In this exclusive interview with The Gold Report, Matthew Zylstra, mining analyst at Northern Securities, reviews the gold, silver and PGM markets and tells us why he believes that better times are ahead for junior miners in 2012 and which ones he particularly likes at current price levels.
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Beijing Shoppers Snatching Up Gold
Source: Ben Traynor, BullionVault (1/30/12)
"During last week's Lunar New Year holiday, China saw a 'gold rush,' with consumers spending more on gold than during the 2011 festival."
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Junior Gold Stocks Rebound from Lows
Source: Jordan Roy-Byrne, The Daily Gold (1/30/12)
"Mining companies that grow their business and add value could perform fantastically thanks to a likely increase in the valuation of the sector."
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Silver: Epic Reversal
Source: Willem Weytjens, Profitimes (1/30/12)
"If silver blasts through $40/oz, it's probably on its way to the all-time high. In that case, the next big move would be to the upside, with potential for $70/oz targets and triple-digit silver prices."
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