Streetwise Articles
Libyan Rebels Plan to Resume Oil Production
Source: New York Times, Clifford Krauss (3/28/11)
"Rebels have seized several towns with important oil installations."
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Potash Supply
Source: David Coffin & Eric Coffin, HRA Advisories (3/28/11)
"Potash supply growth is critical to expanding global food output."
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Coal Stocks Firing Up
Source: Barron's, Michael Kahn (3/28/11)
"Technical conditions in coal sector reveal outlook remains bullish."
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Gold at $2,000 by Year's End?
Source: MarketWatch, Peter Brimelow (3/27/11)
"Gold ended with a whimper last week, but gold bugs remain confident."
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Gold at the World's End
Source: Sydney Morning Herald (3/27/11)
"Wild west scenes—gold panning on the Yukon River"
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Mike Kachanovsky: Navigating the Discount
Source: Mike Kachanovsky: Navigating the Discount (3/25/11)
The terrible tragedy in Japan is shifting markets worldwide. Mike Kachanovsky, a consultant to both resource companies and institutional investors, believes the volatility has created a finite opportunity to scoop up resource stocks on the cheap. In this exclusive interview with The Gold Report, Mike explains what impact the devastation could have on the performance of rare earth companies, as well as how to navigate discounted stocks to avoid the duds.
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Precious Metal Prices Tied to Catalytic Thefts
Source: Vancouver Sun, Neal Hall (3/25/11)
"Thieves seek platinum, palladium and especially $6,000/oz.rhodium."
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European Carmakers May Go Idle on Strained Japan Metals
Source: Bloomberg, Pham-Duy Nguyen (3/25/11)
"Some 40 auto-parts makers in Japan remain hampered."
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Mali Says Gold Adds Record Windfall to Budget
Source: Reuters (3/25/11)
"Soaring gold prices boosted Mali's budget to a record $411.6 million."
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Japan's Quake Creates PGM Buying Opportunity
Source: Reuters, Chikako Mogi and Rujun Shen (3/25/11)
"Automaker demand crash slices platinum and palladium prices 10%."
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Gold Stock Valuations 7
Source: Adam Hamilton, Zeal Research (3/25/11)
"Gold stock investors face a critical question. . ."
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Gold Weakens on Profit Taking Ahead of Weekend
Source: Kitco, Jim Wyckoff (3/25/11)
"Oil prices are lending selling pressure to precious metals markets."
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Uranium Stocks' Rebound Mirrors Dramatic Drop
Source: MarketWatch, Sue Chang (3/24/11)
"The current situation is a buying opportunity for uranium producers."
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John Pugsley: Japan Crisis Is Not the End of Nuclear Power
Source: Zig Lambo of The Energy Report (3/24/11)
John Pugsley has been publishing The Stealth Investor newsletter for the past five years, producing a recommendation record that is enviable by any standard. In this exclusive interview with The Energy Report, John reveals his current thinking on energy-related investments in light of the global economic situation and the effects of the catastrophe in Japan.
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Rick Rule: Silver Linings
Source: The Energy Report (3/24/11)
If the clouds of crisis enveloping Japan, the Middle East and North Africa hold any silver linings, they may be in the form of opportunity for resource investors, particularly in the uranium, oil, natural gas and alternative energy sectors—at least that's how Rick Rule sees it. The widely known and well-respected founder of Global Resource Investments returned to cyberspace this week for a webcast wherein he explored some of the investment implications of these recent crises. In this Energy Report exclusive, Rick shares his insights and investment ideas.
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Soaring Potash Use to Test Production Ability
Source: Agrimoney (3/24/11)
"Shipments could test industry production limits in 2011."
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Oil: Above $106 and Rising
Source: CNN Money, Charles Riley (3/24/11)
"A confluence of war and natural disasters triggers further price rises."
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Investment Legends: Dollar Collapse Inevitable
Source: Jeff Clark, BIG GOLD (3/24/11)
"Caution: Strong opinions ahead. . ."
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China Hikes Rare Earth Taxes
Source: CBC (3/24/11)
"REE prices already have increased by 700% over the past decade."
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Skarn Copper Deposits
Source: Copper Investing News, Leia Michele-Toovey (3/24/11)
"The largest copper skarns can exceed 1B tons and often host tungsten."
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Record-High Silver
Source: Christian Science Monitor, Lori Spechler (3/24/11)
"Where do we go from here?"
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Gold, Silver Break Records
Source: James West, Midas Letter (3/24/11)
". . .on Libya, Japan, Portugal."
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Mad Dog Gaddafi's Gold of Mass Destruction
Source: Adrian Ash, BullionVault (3/24/11)
"Gold is for bad guys. I read it in the newspapers. . ."
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British-Era Gold Biscuits Seized
Source: Indian Express (3/24/11)
"Police seize bygone-era gold from a contract laborer."
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Costs Cast Shadow over Gold's Glitter
Source: Reuters, Euan Rocha (3/24/11)
"Miners worry that spending on new projects will become unmanageable."
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