Streetwise Reports' Article Archives — December 2011 back to current month (90)
China's Future Deconstructed: Holmes vs. Chang (12/30/2011)
China has become the $5.88 trillion question in the world financial equation for 2012. In an attempt to gauge the direction of this economic elephant, Cambridge House International is asking two China experts to debate the health of the second-largest economy at the Vancouver Resource Investment Conference January 22. We called the two speakers for a preview of the tactics they will take in this epic debate.
Gold Records 11th Annual Gain, Ends 2011 Up 11% (12/30/2011)
"The price of physical gold crept higher early Friday, recovering half of this week's 5% loss to near six-month lows as the euro rallied from 12-month lows and world stock markets held flat."
Gold's D-Wave Confirmed (12/29/2011)
"The combination of the dollar rally out of its three-year cycle low, gold's yearly cycle low and a D-Wave decline are going to produce a very sharp correction in the gold bull market."
Dangerous Rare Earth Supply Risk (12/29/2011)
"The U.S. Department of Energy just warned rare earth supplies are facing some of their most critical supply levels. If things don't improve, many of our greatest technological advancements could start disappearing from store shelves."
Time to Buy the Rare Earth Metals ETF (REMX)? (12/29/2011)
"While demand is slack right now, the incredible importance of the materials in this space and their wide range of applications ensures that they will always see a decent level of buying."
Indian Jewelers Reduce Gold Content to Lift Sales (12/29/2011)
"Jewelers have resorted to reducing the gold content in jewelry pieces and replacing it with diamonds or other precious stones."
Market Looks Poised to Reverse Hard to Downside Within Days (12/29/2011)
"The patterns that I am seeing are based on crowd behavioral 'Elliott Wave' analysis that now favors a 70% probability of a bearish decline beginning very shortly to the 1150s area on the S&P 500 index."
First Round Chinese Rare Earth Quota Allocations for 2012 (12/29/2011)
"Before we get into more specifics with the numbers, it is important to note that this announcement was unusual for three reasons. . ."
Sell Gold Now or Will It Outperform Again in 2012? (12/29/2011)
"Investors have been used to prices falling for fundamental or technical analysis reasons, but the phenomenon that we first saw in 2007/2008 reared its ugly head again: Investor Meltdown."
Don't Let Short-Term Volatility Inform Investment Decisions: James West (12/28/2011)
James West isn't interested in timing the precious metals market—that's a good way to end up butchering perfectly good investments. As the editor of The Midas Letter and portfolio advisor of the Midas Letter Opportunity Fund, West doesn't even check the daily trading of the stocks he's following. He's more interested in making sure companies meet their long-term goals so he and his investors can cash out in the black. In this exclusive Gold Report interview, West reveals some little-known names that he's watching to be the next big winners.
Precious Metals Catch Up with Indian Slump (12/28/2011)
"London dealers returning to work caught up with a 1.4% drop for the week so far, plus news of falling industrial output in Japan, seasonally low jewelry demand in India and a new edict from China banning all non-official gold trading exchanges."
Platinum: Fire Sale on the Rich Man's Gold (12/28/2011)
"Historically, the price of platinum runs in tandem with the precious metals group (gold, silver, platinum and palladium). However, as platinum is less liquid and has a smaller investor set, it is much more volatile both on the upside and downside compared to gold."
U.S. Dollar Replaced by China, Japan: Positive for Gold (12/28/2011)
"As time passes, the process of the internationalization of the yuan will primarily be at the expense of the dollar."
Top 10 Commentaries of 2011 (12/28/2011)
"This week I thought we'd take a moment to reflect on the eventful year it's been for natural resources."
Critical Reading for Rare Earth Metals Investors (12/27/2011)
Rare earth element coverage has exploded since The Gold Report started covering this sector in early 2009. At that point, the REE junior mining market was a $2 billion industry. Today, REE juniors are a $10 billion+ industry—give or take a one-day market fluctuation, and Streetwise Reports now has a dedicated newsletter to cover the sector: The Critical Metals Report. Let's look back at how far we have come.
How to Invest in Graphite and the Future of Graphene (12/26/2011)
"High-purity large-flake graphite is essential for the production of the lithium-ion batteries, where demand is growing rapidly due to the evolution of electric cars."
Mining Boom in Quebec: Alain-Jean Beauregard (12/23/2011)
While many jurisdictions are working hard to prevent mining or mineral exploration, the province of Quebec is encouraging it. In this exclusive interview with The Gold Report, Alain-Jean Beauregard, founder of Geologica Inc., a geological consulting firm based in Val-d'Or, talks about the shining future of gold mining in Quebec.
Christmas Week Rally Spied in Gold as ECB Member Sees No Reason Not to Use QE (12/23/2011)
"'We still stress the vulnerability of precious metals to a tightening of Eurozone money market liquidity,' says Standard Bank's London team, 'which might result from the region's sovereign debt problems.'"
Riders on the Gold and Silver Storm (12/23/2011)
"Those of us who are buyers and believers in the long-term continuing secular rise in resource equities are going through a time of testing."
Canadian Juniors Are Playing For Results (12/23/2011)
"Juniors, not majors, own the world's future mines and juniors are the ones most adept at finding these future mines. They already own what the world's larger mining companies need to replace reserves and grow their asset bases."
DOE Report Finds Five Clean-Energy Related REEs at Risk in Short Term (12/23/2011)
"The substantial capex required for the development of a rare earths mine, compounded by major miners' lack of interest in mining rare earths, may spell trouble in meeting future demand."
2012: The Dow's Annus Horribilis and Gold (12/23/2011)
"The Dow's inflated value, relative to the value of gold, was brought about by this debt-based monetary system."
Why Gold, Why Now! (12/23/2011)
"In spite of the momentary flashes of economic growth, the world economy continues to decline as deflationary pressures gradually increase. This is one of the reasons gold has floundered of late; that combined with the fact that it had rallied close to 50% by the time it reached the September high."
Hints on Due Diligence in Rare Earth Mining (12/23/2011)
"Professional investors prefer projects whose production costs are in the bottom quartile of their peer group. The problem with rare earths is that there are too few operating mines worldwide to construct statistically valid cost curves, so other factors must be considered."
Why We Remain Bullish on Small Mining Shares (12/22/2011)
"'The little guys' have had little to be joyous about in 2011. That, of course, is definitely a reason for vulture speculators like me to be filled with jollity."
The Currency of the Elite in the Great Financial Crisis (12/22/2011)
"'Elements of inflation, reduced living standards and totalitarianism are already present to a greater or lesser extent,' says Paul Mylchreest in his Thunder Road December report."
Silver Investors Prefer to Wait It Out (12/22/2011)
"After hitting record highs in May this year, silver prices have since fallen significantly and a number of analysts remain fairly bearish."
Sprott's Call for Silver Producers to Hold Back Metal Strikes Chord (12/21/2011)
On November 30, Eric Sprott, chairman of Sprott Inc. and one of the largest holders of physical silver and silver equities globally, issued a call to action to 17 of the world's largest silver producers to limit the sale of the metal until prices increase. In this Gold Report exclusive, we asked the activist investor and insiders what impact such a declaration could make in one of the most volatile subsets of the resource sector.
Gold Does Not Offer Comfort in Liquidity Crunch (12/21/2011)
"Despite rallying for most of this week (until the ECB announcement), the dollar price of gold bullion remains 5.6% down on the start of last week. Gold gives you comfort against currency risks, inflation, sovereign debt problems, but not against a liquidity crunch."
Imitating Big Money Could Hurt You (12/21/2011)
"Institutional buying can boost stocks to record peaks, meaning entry prices may not be attractive. Furthermore, institutions may book profits before you realize gains."
Investing vs. Speculating in Gold and Silver Stocks (12/21/2011)
"You cannot just sit in your juniors and think that they will be up 50-fold by the end of this bull market. After all, you should know by now that most juniors will fall and even fail in this historic bull market."
What Are ECB Actions and Utility Stocks Saying About Gold? (12/21/2011)
"As the financial markets around the globe continue to deteriorate and send investors running toward defensive stocks, central banks around the world will face increasing pressure to offer even more quantitative easing. Such a move will add more fuel to gold's 11-year bull market."
Gold and Silver on the Verge of a Big Move (12/21/2011)
"The question everyone keeps asking is: When can I buy gold and silver? With what is unfolding across the pond and the bullish outlook for the U.S. dollar index, the next move is a coin toss. I do feel a large move brewing in the marketplace, so I am preparing for fireworks in the first quarter of 2012."
Rare Earth Metals Bears and Bulls: Anthony Alfidi (12/20/2011)
Shrinking Chinese export quotas and market sentiment have made for unpredictable prices for rare earth elements, but the real opportunity lies with mining stocks. In this exclusive interview with The Critical Metals Report, Anthony Alfidi gives a rundown of his due diligence checklist and shares some junior companies poised for success in this exciting, yet challenging sector.
Striking Portfolio Balance with Gold Stocks (12/20/2011)
"Gold stocks have historically ranked among some of the most volatile asset classes. Despite this volatility, investors can use gold stocks to enhance returns without adding risk to the portfolio."
Permanent Crisis: The First Five Years (12/20/2011)
"So 2012 will mark the fifth anniversary of the global financial crisis. There's little reason to think it's reached its end yet."
Are You Tempted to Sell or Eager to Buy? (12/20/2011)
"My advice is to spend a little more time watching the drivers for gold and a little less time worrying about the price. Until those things change, look for an entrance, not an exit."
Where Have All the Gold Bulls Gone? (12/20/2011)
"While tax-loss selling amidst thin trading could create additional downward pressure to close out the year, I look for a sharp rebound in precious metals to start the new year and think we will most likely see $2,000 gold during the first quarter."
Manganese-Gallium Is Not the Next Neodymium-Iron-Boron (12/20/2011)
"This new Mn-Ga compound is certainly very interesting, but unless someone finds a primary Ga deposit and can perfect inexpensive nanoscale material production, it's not going to 'revolutionize the production of magnets' anytime soon."
Emerging Juniors Continue to Show Good Progress: Dale Mah (12/19/2011)
This year has been difficult and confusing for many investors in the resource sector. Despite that, many junior companies with credible projects have continued to show good progress toward future production. In this exclusive interview with The Gold Report, Dale Mah, equity research analyst with Mackie Research Capital, talks about the general market environment, discusses his selection criteria and shares some of his favorite picks for the coming year.
Physical Demand Will Determine Support for Gold (12/19/2011)
"Wholesale market gold bullion prices rose to $1,607/oz Monday lunchtime in London, 0.5% up from last Friday's close, while European stocks and commodities were broadly flat and government bond prices eased."
Sprott's Call for Silver Reinvestment Could Lead to 70% Dividends (12/19/2011)
"If you ever see a silver or gold miner innovative enough to introduce a 'dividend in kind,' make sure you pay close attention. That company could well be worth its weight in gold. . .or silver."
Are Investors Taking Advantage of Lower Gold Prices? (12/19/2011)
"Many investors viewed the pullback in precious metals last week as a another buying opportunity in the gold bull market."
M&A Opportunities Abound: Michael Gray and Shawn Campbell (12/16/2011)
Junior explorers may be underperforming the gold price this year, but Macquarie Capital Markets Equity Analyst Michael Gray is finding opportunities for mergers and acquisitions within the precious metals space. In this exclusive interview with The Gold Report, Gray and Research Associate Shawn Campbell talk about the technical aspects that are making a number of juniors attractive targets.
Physical Demand Huge as Gold Touches $1,600/oz, but Bears in Driver's Seat (12/16/2011)
"'The problems in Europe have not been solved; buying will come back and we will see higher prices because of a lack of confidence in the financial system.'"
Stock Market Report: For What It's Worth! (12/16/2011)
"You have significant problems in Europe, the U.S., Japan and China. All the excesses of the past are coming due. It's due in Europe today, due in Japan tomorrow and due in the U.S. the next day."
Bargain Time in Gold and Silver (12/15/2011)
"Precious metals and the miners are underperforming the U.S. dollar and long term treasuries and have made a bearish technical turn momentarily. However, our gold and silver selections are pulling back in a volatile correction and may soon be reaching support levels as silver and the miners test their 2011 low and gold pulls back to its July 2011 breakout after making record gains in both 2009 and 2010."
Balancing Small Silver with Big Payoffs: David Morgan (12/14/2011)
David Morgan, publisher of Silver Investor, likes the balanced risk and growth that midtier companies provide, but even he can't resist the pull of having a speculative pick pay off. In this exclusive interview with The Gold Report, Morgan talks about the tenets he lives by when investing in mining companies, be they small-cap or midtier or billion dollar companies.
200-Day Average Highly Significant for Gold as Liquidation & Caution Drive New 7-Week Low (12/14/2011)
"Dollar investors saw the price to buy gold dip below $1,624/oz, down over 5% from last weekend, as copper prices sank to a 2-week low and silver prices fell to their lowest point in 10 weeks, dropping through the $30/oz-level first seen in November 2010."
Gold Also Glitters During Deflations (12/14/2011)
"AIER analysis: Gold's purchasing power increased by an average of 31% across 15 deflationary periods."
The ABCs of Re-hypothecation in Gold and Securities Markets (12/14/2011)
"Re-hypothecation is when a broker reuses customer-pledged collateral to back the broker's own trades and borrowings. Using the same collateral to support two separate borrowing transactions is obviously a risky tactic."
Rare Earth Mining Innovations: Anthony Mariano (12/13/2011)
The worldwide hunt for new sources of critical metals has some miners hitting the beach, tapping sand and river placer deposits in search of naturally processed minerals. In this exclusive interview with The Critical Metals Report, internationally renowned scientist and rare earth expert Anthony Mariano discusses several innovative projects that could shift the direction of the rare earth industry.
Major U.S. Land Sale Offers a New Approach for Nevada Mining, Geothermal Development (12/13/2011)
"A huge swath of privately owned land and mineral rights along the main highway corridor serving Nevada's major mining districts is now being marketed to both major and junior mining companies by a single landowner focused on mining and geothermal leases and development."
Gold Could Correct Under $1,600/oz (12/13/2011)
"The time has come to re-reevaluate the fundamentals, reality and risks for gold and silver."
Gold Stocks: Still a Bargain (12/13/2011)
"Gold has doubled in price over the past three years while costs have not kept up, dramatically increasing the intrinsic value of a reasonably well-run gold producer."
Are Central or Commercial Banks Lending or Selling Gold? (12/13/2011)
"The big feature of last week’s decline in the gold price has been the lending of gold into the market. Commercial banks could have been doing it, but there is evidence in the past that central banks have leased gold to cap the gold price and bring it down."
US Real Interest Rates Indicate Gold Slightly Undervalued (12/13/2011)
"We see little downside in gold looking forward. More than likely we will see a rally in the coming months as a result of U.S. real rates dropping."
Year-End Buying Opportunities Abound in Mining Stocks: Louis James (12/12/2011)
Christmas sales are not just for retail shoppers. Tax selling season is here, and one man's stock loss may be another man's super bargain opportunity. In this exclusive interview with The Gold Report, Casey Research Master of Metals Louis James talks about year-end investment strategies in the current market environment, factors to consider next year as the global economic situation may affect precious metals and mining stocks and some of his current year-end favorites.
You Can't Print More Gold (12/12/2011)
Latest estimates predict global central banks will purchase between 475–500 tons of gold in 2011. This amount of capital flowing into gold has the potential to push prices up a level in 2012.
Place These Rare Earth Metals on Your Watch List (12/12/2011)
"While some rare earth mines are stand-alone mines, metals such as tellurium and gallium are mined as by-products.If copper, aluminum or zinc projects become uneconomical, that would likely mean a price spike for these rare metals."
First US Gold Coin Sold for Record $7.4M (12/12/2011)
"'Not only is this the highest-valued gold coin in the world, but it is also one of the most iconic pieces in all of numismatics. It is not a stretch to call this the holy grail of all collectible gold coins.'"
Top African Gold Prospects: Brock Salier (12/09/2011)
Brock Salier, a mining analyst with GMP Securities Europe, sees plenty of gold coming out of Africa in the coming months and years. In this exclusive Gold Report interview, he says increasing political stability, good geological prospects and governmental recognition of the benefits of mining operations are reasons to look there for growth.
Gold Price Outlook 2012: Miners Will Shine as Prices Soar (12/09/2011)
"Besides the fact that gold stocks are set to charge upward, just based on their need to catch up to gold, we are entering the strongest time of the year for gold stock advances."
Gold, Silver Pullbacks in Perspective (12/09/2011)
"The current 15.6% gold decline, while considered a 'major' correction, is not out of the ordinary, particularly following the late summer spike. And after each big selloff, there was a price consolidation phase that in every instance led to higher prices."
Three Criteria for EU QE and Why It Would Be Explosive for Gold (12/09/2011)
"Gold prices jumped on the European Central Bank's announcement of policy easing, but fell back after Mario Draghi, the president of the ECB, said it would not act as a lender of last resort."
Peru Reports Gold, Iron, Tin, Moly Production up in October (12/08/2011)
"Peru's Ministry of Energy and Mining reported the production of iron ore, gold, tin, and molybdenum all increased in October 2011. However, Peruvian copper, lead and zinc output all declined during the same period."
How to Make Money in a 'Fugly' Stock Market: Bob Moriarty (12/07/2011)
Despite the "fugly" future that Bob Moriarty, founder of 321gold.com, talks about in this exclusive interview with The Gold Report, he's downright bullish on the U.S. dollar for the time being. He says it's not only a safe haven but "the best investment to be in for the last six months." As for equities, Moriarty makes it clear that he takes no pleasure in watching a company lose 25% of its value in a week when there is nothing wrong with the company. At the same time, he's alert to bargains. Any time you have the opportunity to buy cash at a discount, he advises, "throw money at it."
Gold Rallies, ECB Borrowing Positive for European Liquidity (12/07/2011)
"Spot-market gold prices jumped to $1,737/oz Wednesday afternoon in London, as rumors of more aggressive monetary stimulus ahead of tomorrow's European Central Bank meeting continued to build."
Gold FIX Driving the Price (12/07/2011)
"In the last week, open market prices have tried to take the gold price down only to be pulled up by the price established at the London gold fixing. There is a structural change happening, bringing the relevance of the physical market to a far more important pricing role that it has had before."
The Catfish, Your Savings and Japan's Gold Coin Giveaway (12/07/2011)
"Greed is central to our depression's mythology. From there, the attack on capital accumulation can't be far off."
Will Gold Help Japan Sell Debt? (12/07/2011)
"Individual investors will be eligible for a gold commemorative coin valued at 10,000 yen. At 15.6 grams, (0.55 oz), it would be worth about $948 based on prices for the precious metal."
Start Thinking in Terms of Gold Price (12/07/2011)
"The only reliable way to measure the value of investments is in terms of a financial intermediary that cannot be inflated: gold."
The Age of Rare Earth Metals: Luisa Moreno (12/06/2011)
Just as the Bronze Age catapulted human civilization to new levels, so are critical metals changing the way we live in the modern world. Despite weak across-the-board market sentiment, Jacob Securities Analyst Luisa Moreno maintains that rare earths will continue to revolutionize our daily lives. In this Critical Metals Report exclusive, Moreno explains how to pinpoint investment opportunities as new projects inevitably come online.
Gold's Fourth-Wave Consolidation Nears Completion and Breakout (12/06/2011)
"As long as gold holds above $1,681/oz levels, I expect we will see a breakout north of $1,775/oz to confirm that wave 5 in gold has begun."
New Report Confirms Gold as an Excellent Portfolio Diversifier (12/06/2011)
"The relevance of gold as a strategic asset is likely to continue to grow in a world characterized by sluggish economic performance, poor investment returns, currency wars and high individual and systemic risk."
Deflation Is Coming: Jay Taylor (12/05/2011)
Jay Taylor believes the biggest challenge facing the U.S.—deflation—could mean a better year, or even decade, for junior gold stocks. Taylor, editor of Jay Taylor's Gold, Energy & Tech Stocks, has ridden some equities to the bottom of this punishing market and is ready to pile more cash into small gold companies. In this exclusive interview with The Gold Report, he explains why market sentiment hasn't shaken his faith.
Indian Gold Dealers See 'Virtually No Demand' Despite Wedding Season (12/05/2011)
"Meanwhile, political volatility looms as Merkel heads to Paris to discuss how the 17-member Eurozone might create a fiscal union."
Silver Ready For Take-Off? (12/05/2011)
"Commercials are generally seen as the "smart money," so if they reduce their net short position, they expect prices to rise."
The US' Education Bubble (12/05/2011)
"In the twenty-first century, intellectual capital is what truly differentiates in the job market, and what helps a country grow its economy. Investments in biosciences, computers and electronics, engineering and other growing high-tech industries have been the major differentiator in recent decades."
Gold Stocks Should Win Regardless of Economic Turmoil: Chen Lin (12/02/2011)
Investors focused on picking the next ailing economy have reinforced gold as the ultimate refuge if all the financial juggling fails. In this exclusive interview with The Gold Report, Chen Lin talks about the effects of risk aversion on the performance of gold stocks. While it has been a tough year for precious metals stocks, there are some very promising stories smart investors should be looking at as others decide to clean house for tax purposes.
The "Miracle Material" That Will Change the World (12/02/2011)
"Stronger than steel and lighter than a feather, [graphene] will shape virtually every part of our daily lives by the end of this decade. The possible uses are almost limitless."
Return of the Comandante's Gold (12/02/2011)
"Venezuela's gold repatriation could serve as a de facto run on the bank—driving up gold prices in the process."
Apocalypse (Not) Now (12/02/2011)
"Gold continued to exhibit the same patterns of risk asset behavior that copper, oil and equities have been displaying while the European saga has been unfolding."
Silver Investors: On the Horns of a Dilemma (12/02/2011)
"Is silver in a surplus or a deficit? It depends on who you talk to as to what kind of answer you get and whether, in fact, a surplus is really a surplus or a deficit in disguise!"
Peter Schiff's Urgent Update To Gold and Silver Investors (12/02/2011)
"'There's an old expression that nobody rings a bell when it's time to buy or sell. . .well, the world's central banks just rang a pretty loud bell to buy precious metals.'"
Putting a Gleam in Your IRA (12/01/2011)
"In today's abnormal environment, the first assets to put into your IRA are the speculative investments that you expect to hold for less than one year. Next come precious metals. Then high-yield stocks. Only if there is still room would you move in stocks being held for long-term appreciation."
Putting a Gleam in Your IRA (12/01/2011)
Is a Parabolic Gold Blow-Off Long Overdue? (12/01/2011)
"When this expansion of credit is exhausted, confidence fails in the stocks that it once inflated, causing a massive rush to gold."
Gift-Wrapped Liquidity (12/01/2011)
"Central banks are preparing to step up their provision of currencies other than the dollar. This could be a sign that the ECB is about to take a more active role in the Eurozone crisis."
Why the Feds' Latest Rescue Effort Is Doomed (12/01/2011)
"World markets got a nice tailwind on news that the U.S. Federal Reserve is stepping into the fray, along with other central banks, to boost liquidity and support the global economy."
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