Streetwise Reports' Article Archives — August 2011 back to current month (235)
Rodney Cooper: Bullish on Iron Ore and Copper (08/31/2011)
Rodney Cooper, a senior mining analyst with Dundee Capital Markets in Toronto, has some rather bullish forecasts for iron ore and copper prices. But given the worldwide economic malaise and a slowdown for China's economic powerhouse, what's his rationale? Cooper talks about his predictions in this exclusive interview with The Gold Report.
Gold Stocks Coiled Again (08/31/2011)
"Gold has roared an assertive 'here I am' as a wider group of investors realized the problems in the financial system were worse than they previously thought."
Gold "Dominated by Uncertainty" as "Reality Dawns" for Investors in Stocks (08/31/2011)
"We expect QE3 to become an increasingly dominant issue for the markets as we enter September."
Le Deluge (08/31/2011)
"Every time the GPD has fallen over 2% year-over-year, it has led to a recession. We are currently down 1.5%."
Gold Surge Draws Prospectors, Thieves Worldwide (08/31/2011)
"It has been called the saint-seducing metal, with good reason."
Fed Prepared Ground for Possible Easing (08/31/2011)
"Minutes of their closed-door meeting yesterday showed that members of the Federal Open Market Committee favored a 'more substantial move.'"
Gold Mine Backers Hail Romania President (08/31/2011)
"Chronic waffling is turning into qualified support for the $1B Transylvania-based project."
Copper Climbs to Three-Week High (08/31/2011)
"Copper futures are sweeping higher amid quiet trade as investors focus on better physical demand from China and concerns about supply."
Investors Return to Undervalued Mining Stocks (08/31/2011)
"These are some of the fastest growing stocks in the market with increasing profits and margins."
India Returns to Rare Earths Production (08/31/2011)
"After a 7-year hiatus, India has decided to expand its REE output of by stepping up indigenous production."
Has China Missed a Rare Opportunity? (08/31/2011)
"If miners and companies find alternative sources, rare earth might not do for China what oil did for Saudi Arabia."
Rick Mills: Cobalt Is the King of Critical Metals (08/30/2011)
Most people don't know or care about cobalt. But, as with a number of metals we seldom hear about, we would certainly miss cobalt if it were not available for use in many cutting-edge applications. In this exclusive interview with The Critical Metals Report, Rick Mills, editor of Ahead of the Herd, talks about the supply and demand for critical metals and tells us why cobalt is the "King of Critical Metals." He also tells us why he likes two emerging cobalt producers that could reward investors looking to participate in this very tight market dominated by China.
Galluping Gold! (08/30/2011)
"One in three Americans think gold is the best long-term investment, according to the Gallup survey."
Why Gold Will Replace U.S. Treasuries as the World's Last Risk-Free Investment (08/30/2011)
"You can't downgrade gold; and that makes it the world's only risk-free investment."
Gold, Silver Should Help You Sleep Not Keep You Up (08/30/2011)
"The only sure bet for the foreseeable future is volatility."
Nov. Deadline Set for S. Africa's Minerals Beneficiation Framework (08/30/2011)
"The aim was to help diversify the South African economy away from traditional commodities and nontradable services."
QRM Has What It Takes (08/30/2011)
"QRM's highly respected management team has a proven mine-finding track record."
TSM Norra Karr Declared "National Interest" (08/30/2011)
"QRM's highly respected management team has a proven mine-finding track record."
John McClintock: Gold Producers Riding the Risk Trade (08/29/2011)
With the price of gold soaring to over $1,900 an ounce and investors abandoning equities for commodities, John McClintock, equity research analyst at Mackie Research Capital, sees gold mining companies benefitting from this flight from risk. In this exclusive interview with The Gold Report, McClintock identifies several gold mining companies with great upside potential.
Has the Fed Started QE3? (08/29/2011)
"The Fed policy is to let the dollar fall and to support the bankers and politicians who want to stimulate the economy."
For Signs of Stability, Look to the Price of Gold (08/29/2011)
"The key indicator that markets are stabilizing will be when gold prices come down in regular increments."
What Could Lie Ahead for the S&P 500 & Gold (08/29/2011)
"Is this just a correction that pushes stocks higher by the end of the year, or is this the beginning of something far worse?"
Valuation Gap Makes Gold Miners Attractive (08/29/2011)
". . .but not all miners are created equal. The Five M's of mining investment are: Market cap, Management, Money, Minerals and Mine life cycle."
Gold Base-Building Could Take Time (08/29/2011)
"Comex December gold futures are weaker Monday as the market continues volatile action following last week's sharp downside correction."
India's Silver Exports Surge (08/29/2011)
"The export of silver jewelry from India has jumped by a whopping 63% year-over-year in July."
Gold Stocks Inch Closer to Major Breakout (08/29/2011)
"The table is set. The fundamentals for this sector are outstanding."
Indonesia Could Face More Strikes (08/29/2011)
"Gold mine workers push for a greater share of profits in a booming economy that has drawn foreign investors partly for its low labor costs."
S.Africa to Block Streets for Malema Hearing (08/29/2011)
"Malema's call to nationalize mines has unnerved investors, but South Africa's Youth League sees him as a future leader of the continent's biggest economy."
Gold Coins: The Mystery of the Double Eagle (08/29/2011)
"How did a Philadelphia family get hold of $40M in gold coins, and why has the Secret Service been chasing them for 70 years?"
Rare Earth Market Trends (08/29/2011)
"Very little has changed in the REE market this year. Tight export quotas have only prolonged the supply-side tightness for the elements, pushing prices higher still."
The Bear Market Rally Has Begun (08/29/2011)
"The further you stretch the stock market the more violent and persistent the snap back tends to be once the turn occurs."
AVC's "Purple Gold" Attractive Prospect (08/29/2011)
"AVC to receive up to $1 million in fresh capital."
Deep Correction Due? Part II (08/28/2011)
"The rise of gold and silver prices is about the fall of paper money."
The Silver Tide Is About to Rise (08/26/2011)
"Silver has now been through a correction and consolidation phase and is all set for the next leg up."
Chen Lin: Betting on Gold and Silver Stocks (08/26/2011)
Chen Lin stumbled into investing. While working on a doctorate at Princeton, he turned $5,411 in his wife's retirement account into $1.5 million. In his newsletter, What is Chen Buying? What is Chen Selling?, Lin shares the fruits of his analytical aptitude. In this exclusive interview with The Gold Report, Lin reveals his latest finds in undervalued gold miners, and why he has high hopes for silver, too.
Roman-Age Gold Mines Revived with Crisis-Era Prices (08/26/2011)
"As gold futures more than doubled in the past three years, Spain's Asturias region has drawn projects for fields first developed for the Roman Empire 2,000 years ago."
QE3 or Not, Gold Supported by Dire Outlook (08/26/2011)
"Bernanke used the Jackson Hole speech last year to signal the start of QE2, buying $600B of U.S. treasuries in a bid to reflate risk assets."
Buy the Miners: It's Like Getting Gold for $1,100/oz. (08/26/2011)
"The value discrepancy between physical gold and mining stocks is not a new problem, but one that fund managers expect will soon change."
Copper Rallies to Two-Month High (08/26/2011)
"Copper was boosted by a 'better than expected' jobless report and is approximately 13% off of its record high."
Risk-On Trades Are Back (08/25/2011)
"The overall market seems to be entering a pivot point. It's likely that another big move is brewing."
Fear Mania Hits Gold (08/25/2011)
"It isn't greed driving our runaway gold price, it's fear. Just pick your headline. . ."
Gold and Silver Aren't the Only Precious Metals Making a Killing (08/25/2011)
"Even while gold and silver steal most of the headlines, there are stealth bull markets advancing in other precious metals."
Will Gold Become Collateral for an EU Bailout? (08/25/2011)
"Although Ben Bernanke says gold is not money, countries around the world sure are treating it as such."
Canada's Mines to Get $130B in Investments (08/25/2011)
"Companies will invest some $130B in Canadian mines over the next five years, as burgeoning commodity demand creates opportunities 'not seen since the post-war boom of the 1950s.'"
Will Silver Benefit from Rising Gold Margin Requirements? (08/25/2011)
"We expect silver to hit new highs along with the miners in 2011."
Asian Buyers Rush in on Gold Price Dip (08/25/2011)
"Dealers saw a flood of orders for physical gold after Asia opened business yesterday."
Peru Gov't, Miners Reach Deal to Increase Royalties (08/25/2011)
"Humala had vowed to tax mining companies' windfall profits to bolster social programs in a country where one of every three people is poor."
Brazil Metal Rush: Boom in Gold, Copper, Iron Ore Mining (08/25/2011)
"The soaring price of metals in commodity markets has Brazilian firms and foreign players investing heavily."
Gold Scams Rise with Prices (08/25/2011)
"The Financial Industry Regulatory Authority warns of private investment schemes that directly steal investors' money."
Japan Boosting Physical, ETF Platinum Buying (08/25/2011)
"Japanese investors have been bucking the global trend for buying gold."
Wind Energy to Dig Deep for Key Metals (08/25/2011)
"Gareth Hatch, co-founder of Technology Metals Research, warns wind turbine companies of ever-escalating neodymium prices, recommending the industry increase involvement in the mining sector."
Carlos Andres: Discovering Bargain Basement Gold Stocks (08/24/2011)
If gold equities are on sale, the stocks Carlos Andres follows as publisher of the Frontier Research Report are on clearance. Andres seeks out stocks that have been unfairly pummeled, offering extra upside for investors. In this exclusive interview with The Gold Report, Andres identifies some top picks trading at insanely low prices that belie their quality management and mining projects.
Exiting the Eye of the Storm (08/24/2011)
"Smells like blood in the streets. What does a street fighting man like Doug Casey make of all this?"
Much Ado About Debt: Dollar vs. Euro (08/24/2011)
"Because the U.S. must finance its deficit, the U.S. dollar may be far more at risk than the euro. In the Eurozone, the current account is roughly in balance."
Gold to Roubini: $21,500 Ker-Pow! (08/24/2011)
"Squint hard enough at the Nasdaq bubble, and apparently you can see the future of gold."
Gold, the Dollar and the Failure of Currencies (08/24/2011)
"The U.S. Fed and Congress want to see a far weaker dollar against all other currencies. The only thing stopping them is the structure of the currency system."
Gold Charts Send a Warning (08/24/2011)
"The drop in prices has attracted an element of bargain hunting, which should provide support across the precious metals complex."
Junior Mining Deal Puts West Africa in Focus (08/24/2011)
"Because West Africa has a relatively short mining history, 'it just hasn't been trampled the way other places have.'"
Call for Gold Reserves as Collateral in EU (08/24/2011)
"A leading member of Chancellor Angela Merkel's government called for EU members to use gold reserves as collateral for future bailouts."
Chavez Formalizes Nationalization of Gold Industry (08/24/2011)
"President Hugo Chavez' formal decree aims to give the government total control over gold produced in the South American country."
As Gold Soars, What's Your Jewelry Worth? (08/24/2011)
"A Star reporter visited cash-for-gold shops with gold worth about $1,500 altogether, and received offers as low as $500 and as high as $1,600."
High Bullion Price Spurs New Yukon Gold Rush (08/24/2011)
"Exploration companies have staked more than 85,000 claims in the territory since January, compared with 83,000 for the whole of 2010."
Gold Update: Buy This Dip with Both Hands (08/24/2011)
"Growing demand has been creating dips that are both shorter and less severe."
Chasing Rare Earths (08/24/2011)
"Companies that continue making their products outside the country must contend with tighter supplies and much higher prices."
North Korea Exploring for Lucrative Rare Earth Elements (08/24/2011)
"North Korea has begun seeking REE deposits to help with its chronic international trade and budget deficits."
China to Appeal WTO Ruling (08/24/2011)
"China, under pressure to relax controls, said it would appeal against a WTO ruling that it illegally restricted exports of other key raw materials."
Helen O'Malley: The Manganese Market, a New Economic Growth Barometer? (08/23/2011)
Manganese's many uses in infrastructure and building materials make its market a strong barometer for gauging the world economy. Soaring growth in countries like China and India has led to high global demand. In this exclusive interview for The Critical Metals Report, Helen O'Malley, a bulk manganese specialist with CRU International in London, discusses how manganese prices are closely tied to the economy and, in contrast to exchange-traded base metals, overwhelmingly determined by supply and demand.
Christopher Henwood: Get Out of the Way and Let Markets Work (08/23/2011)
Thomson Reuters' Commodity and Energy Specialist Christopher Henwood believes bailouts of too-big-to-fail companies and countries addicted to entitlements have cast an ominous shadow over the global economy. Nevertheless, he finds room for optimism as global economic turmoil puts downward pressure on energy prices, which should give the economy some breathing room. In this exclusive interview with The Energy Report, Chris shares a bit of his market knowledge and economic philosophy.
including Thomson Reuters' Commodity and Energy Specialist Christopher Henwood's interview in today's Energy Report discussing his strategy for hedging uncertainty with gold and oil.
Gold Prices Hit Another Record But Silver Is the Play to Make (08/23/2011)
"Gold prices are headed higher, but silver, since it took a spill earlier this year, actually has more upside at the moment."
Dow:Gold Ratio and the Secular Bear Market (08/23/2011)
"It's entirely possible that we could see a Dow gold ratio of 1:5 before the trends reverse."
Five Steps to Take Before Economic Collapse (08/23/2011)
"You cannot create wealth from a printing press."
Beijing Crackdown Hits Rare Earths Mining (08/23/2011)
"In recent weeks some of the mines gouged out of hillsides in Jiangxi province have been broken up, others mothballed."
Pentagon Study Highlights REE Supply (08/23/2011)
"The F-35 Joint Strike Fighter is among 36 weapons that use high-powered magnets made from imported rare-earth material."
A Timeline for Eroding China's Chokehold (08/23/2011)
"With geopolitical tension over critical minerals still elevated, government actions aren't helping to provide clear answers."
Gold Hitting Record Highs: Time to Buy Undervalued Gold Miners (08/22/2011)
"This move may encounter ebbs and flows on its way to new heights. Constant vigilance for possible entry points on the way up is advised."
Charles Oliver: Value Propositions in Turbulent Times (08/22/2011)
It's a good time to stock up on gold stocks, according to Charles Oliver, senior portfolio manager with Sprott Asset Management, who sees a number of the equities trading at their lowest prices of the decade. As he tells readers in this exclusive Gold Report interview, "Gold has gone up 20%. The stocks have gone down. They are very cheap. These companies are increasing their earnings, they're increasing their cash flow, they're increasing their dividends—what a great opportunity."
Gold Mine Divides Transylvania Town (08/22/2011)
"Supporters of this rural paradise are battling to preserve an ancient way of life, even as Romania's economy lingers in the doldrums."
Catalyst for Gold Sector Consolidation (08/22/2011)
"High mid-cap company performance has made acquisitions relatively expensive for the past few years. As major companies draw closer to a breakout, industry consolidation seems likely."
What's Next for Oil (08/22/2011)
"Oil drifted higher into resistance with declining volume before a sharp pullback on heavy volume. It may be forming a base that would act as a launch pad for higher prices in coming weeks."
The Neverending Story of a "Gold Bubble" (08/22/2011)
"Long-term gold bulls have been forced to listen to naysayers since gold reached $500/oz. If you would have joined them then, you would've missed gold's roughly 270% rise since."
Gold Makes Another Clean Sweep (08/22/2011)
"It is hard to imagine a much more bullish environment for gold."
India Commodity Trading Volumes Surge 57.5% in July: FMC (08/22/2011)
"Bullion turnover has more than doubled."
Gold on the Verge of Major Correction? (08/22/2011)
"Gold is in a 13-year upwards cycle, and we are in about year 10. A pause in the uptrend will kick latecomers off the back of the charging bull."
Silver Market Update (08/22/2011)
"Although there is currently a considerable disconnect between silver and gold, silver's indicators are in bullish alignment."
Lovesick Miners Swell Majors' Costs (08/22/2011)
"Heartache is a headache for mining companies trying to attract workers in locations like Kalgoorlie and the Queensland coal town of Glenden, where there are 23 unmarried men in their 40s for each single woman."
A Big Moment for ETFs: SPDR Gold Becomes World's Biggest (08/22/2011)
"SPDR has been taken over in size by the SPDR Gold Trust."
Gold Circles $1,900/oz., Touches Record (08/22/2011)
"Gold surged to a fresh record Monday ahead of Federal Reserve Chairman Ben Bernanke's discussion of his economic outlook this at the annual gathering of central bankers this Friday."
TMR Report Ranks Top 5 Rare Earth Mines Outside of China (08/22/2011)
"The report by Technology Metals Research details some of the largest rare earth projects underway, ranking five advanced projects as potential sources for supply."
Economically Sleepwalking (08/19/2011)
"The rebound from the recent recession is the slowest economic comeback in living memory—so slow that some doubt whether it is happening at all."
Rob McEwen: Predicts $5,000 Gold (08/19/2011)
Rob McEwen has become a legend in the gold mining industry by skillfully assembling and building mining companies over the past 20 years. In this exclusive Gold Report interview, he explains his rationale for $5,000/oz. gold and $200/oz. silver and how the factors leading to those price levels will affect the industry and the companies exploring for and producing the metals.
Market Analysis: How to Prepare for "Economic Depression" (08/19/2011)
The week of August 15 was one of the most volatile stock market performances in years. Negative news about the global economy, gloomy forecasts and mixed signals on the jobs front battered stocks and sent gold repeatedly above $1,800/ounce. The Gold Report asked an analyst, two newsletter writers and an economist the following: What should be a precious metals investor's next move?
Global Stock Market "Bloodbath" sees Gold Soar (08/19/2011)
"Bucking the trend for equities were gold mining stocks. The Amex Gold Bugs index closed up 4.5% for the month, while the Philadelphia Gold and Silver Index is showing a 0.3% gain."
The Zen of Resource Speculation (08/19/2011)
"We're speculators, not gamblers. We seek to balance risk and reward. The primary tool we have is our strategy of buying quality mining stocks in tranches."
Gold Stocks Break to New Highs Against Equities (08/19/2011)
"This is exactly the environment we need for gold and silver stocks to flourish. Their relative strength amid the equity carnage is a positive omen."
Mining Shares Surge (08/19/2011)
"Shares of North American gold miners were among the biggest gainers on Friday morning."
Gold Landscape Is Changing for Southeast Asia (08/19/2011)
"Recent developments indicate a changing landscape for gold in Vietnam, Indonesia, South Korea and Thailand as investment demand outpaces jewelry demand."
Energy Dept. Says Copper Thefts on Rise (08/19/2011)
"Surging copper prices have thieves targeting generating stations, national research labs and even a plant where nuclear weapons are dismantled and stored."
Traders Prepare for Chávez' Gold Transfer (08/19/2011)
"The move is part of a broader strategy to decrease dependence on countries that Venezuela considers hostile."
Gold Season Starting Soon! (08/19/2011)
"The gold market has seen major structural shifts in the past few years. How will this impact gold's peak season?"
China's Private Enterprises Look Overseas for REE Opportunities (08/19/2011)
"Due to government restrictions on private investment in the in-demand minerals, many are being forced to seek opportunities outside of China."
Technology Metals Research Identifies Most Viable Critical Rare Earths Projects (08/18/2011)
"Written by TMR co-founder Gareth Hatch, the analysis contains global supply and demand projections and rankings of the leading contenders for new sources of rare earths supply."
Report Claims China Fibbing over Rare Earth Production (08/18/2011)
"Quotas put in place by Chinese authorities to limit production have little actual effect on production."
Rare-Earth Prices Hinder Goals (08/18/2011)
"Since prices of rare earths skyrocketed, 30–50% of LED bulb producers cut production to wait until the prices drop."
REEs So Hot, They're Affecting Hard Drive Pricing (08/18/2011)
"China's export control on rare earth minerals is expected to boost average selling prices (ASPs) on hard drives by 5%–10%."
Frank Holmes: Gold Is for Fighting Deflation, Not Inflation (08/17/2011)
Whether out of fear or love, everyone is running to gold, says Frank Holmes, head of investment firm U.S. Global Investors. The lengthy Congressional battle to raise the debt ceiling left many investors clinging to gold for safety. But a growing world population continues to stock up on the honeyed metal for weddings and holidays. In this exclusive interview with The Gold Report, Holmes explains where our love-hate relationship with gold is headed and how to profit.
Gold Fever Gripping the Australian Outback (08/17/2011)
"More and more people are giving up lucrative jobs in cities in Australia for a chance at the quick riches and adventure offered by old-fashioned prospecting."
Important Technical Signals in Gold and Silver Mining Stocks (08/17/2011)
"Mining stocks are rising above their 200-day moving average, the critical long-term trend indicator. This reversal is among the most bullish of buy signals."
Gold Holds, Silver Gains Momentum (08/17/2011)
"Gold is still the most appealing asset in the short run, while uncertainty over the Eurozone's future will not evaporate overnight."
Bears Yell "Fire" in an Empty Theater (08/17/2011)
"This is options expiration week, trading this week is notoriously difficult. I'm leaning bullish as long as I keep seeing confirming price action."
Gold Market Update (08/17/2011)
"Gold appears to have its sights set on the outer trend channel boundary now in the $1900 area before this strong upleg is done."
Peru, Miners in Pact to Change Royalties (08/17/2011)
"Under the new system, companies would pay royalties based on operating profits instead of sales, similar to Chile's mining tax structure."
TSX "Stars Align" as Resources Rise (08/17/2011)
"Thanks to its heavy weighting in resources, the TSX was outperforming its U.S. counterparts."
China's Wind Power Sector Struggles with Rare Earth Price Hikes (08/17/2011)
"The price hikes are expected to intensify the already fierce competition in the sector."
Jason Burack and Kevin Kerr: Six REE Metals to Watch (08/16/2011)
Rare earth elements have made possible improvements in everything from smart phones and plasma televisions to clean energy technology. In this exclusive interview with The Critical Metals Report, Jason Burack, independent investor and cofounder of Wall St. for Main St., and Kevin Kerr, commodities trader and president of Kerr Trading, share the names of the rare earth element companies to watch as the market grows.
Can the U.S. Break China's REE Stranglehold? (08/16/2011)
"Miners are using everything from satellite technology to 'old-fashioned' prospecting to locate REE deposits. Still, there are hurdles for ambitious companies to jump through."
Venezuela May Move Cash, Gold from U.S. (08/16/2011)
"Venezuela may transfer billions of dollars in cash and gold reserves held in U.S. and European banks to financial institutions in 'allied' countries."
Gold Miners Worth a Look (08/16/2011)
"With the selloff in the equity markets and rise in gold, the gap between the gold price and mining stocks has been especially evident."
Swiss Ponder Unthinkable as World Chaos Turns Franc Economy Upside Down (08/16/2011)
"Switzerland, the nation that hasn't gone to war since Napoleon, is reluctantly debating a generational taboo: ceding monetary independence to win a battle over its runaway currency."
Tanzania Invites Gold Processors (08/16/2011)
"Tanzania is calling for international and local firms to venture into modernization of artisan mining and establishment of a gold processing plant."
Recent Gold Hedging Activity—a Warning Sign? (08/16/2011)
"As gold hits one nominal high after another, is such behavior a sign that the bull market in gold is over?"
Joe Mazumdar: Gold Mining Companies Too Good to Pass Up (08/15/2011)
Suffocated by staggering unemployment and economic woes, many mining jurisdictions around the world are finding the nearly $1,800/ounce gold too good to pass up. Joe Mazumdar, a senior mining analyst with Haywood Securities in Vancouver, tells The Gold Report in this exclusive interview which projects are primed to see the light of day in the face of rising gold prices and a dearth of other industry.
Is It Time for a Gold Standard Revival? (08/15/2011)
"'If people lose faith in a nation's paper currency, the money will no longer hold value.'"
Gold Demand "Strong on Dips" (08/15/2011)
"Confidence in currencies 'goes down the drain' 40 years after the gold standard's end."
QE2.5 and Gold Stocks (08/15/2011)
"This is incredibly accommodating monetary policy by the Fed; it guarantees the world will maintain current trends for some time, and fits with my investment model."
Gold Stocks' Relative Strength Signals Bullish Future (08/15/2011)
"Savvy and experienced market technicians and traders will laud the concept and importance of relative strength, an analysis method that can be used in any time frame."
The Market Dynamics That Sent Gold Past $1800 (08/15/2011)
"Whilst we think that gold prices are vulnerable to a correction in the short term, the U.S. interest rate environment still points to much higher long-term gold prices."
Gold Climbs, Poised to Break Losing Streak (08/15/2011)
"Gold's current strength indicates long-term economic concern, globally and domestically."
S. Africa's Municipal Workers Strike (08/15/2011)
"More than 200,000 South African municipal workers walked off the job on Monday, fueling the ongoing labor strife that has rocked the mining industry and Africa's biggest economy."
The Week Ahead: Gold Sees Corrective Influence (08/15/2011)
"The longer-term secular bull trend remains firmly intact, but the market remains in the midst of a minor corrective pullback."
Tanzania in Talks with Miners to Raise Gold Royalties (08/15/2011)
"Tanzania plans to conclude negotiations with mining companies early next month to allow the government to raise royalty payments on gold exports to 4% from 3%."
Rare Earth Supply Too Tight for Comfort (08/15/2011)
"Though prices are seen to be stabilizing, high rare earth prices are the new reality until non-Chinese sources of the elements hit the market."
Are Sleeping Giants in Uranium and Rare Earths Awakening? (08/15/2011)
"Gold Stock Trades has long been beating the drums for attention to be paid to the ongoing developments in nuclear and rare earth stocks. . .We anticipate opportunities."
Japanese REE Consumers Set Up Shop in China (08/15/2011)
"Japanese manufacturers concerned about China's restrictive export quotas on essential rare earths may have found a way to resolve their supply concerns—relocate production to China."
Silver Market Update (08/15/2011)
"Silver is believed to be poised for a really strong upleg."
A Rare Earth Element Opportunity, With Something for Gold Bugs (08/14/2011)
"While this is a very speculative stock, there are some good reasons to watch Rare Element Resources."
Louis James: Add Gold Stocks During Dip (08/12/2011)
Even with the turmoil in today's markets, Louis James, chief metals and mining investment strategist at Casey Research and the senior editor of International Speculator, Casey Investment Alert and Conversations with Casey, says business really does go on. He stresses that even in the face of what he calls "truly economically suicidal behavior on the parts of world governments," he remains very bullish on precious metals. In this exclusive interview with The Gold Report, James discusses what we can expect for the rest of 2011 and 2012.
Dumb and Dumber (08/12/2011)
"As Europe were pouring oil on the waters, Washington was busy adding gasoline to the flames. All this drama is not making any markets happy other than those for gold and the Swiss Franc."
Gold: Not Just for Nutjobs (08/12/2011)
"Some assume only western speculators buy gold—either that or paranoid conspiracy theorists preparing for Armageddon. This couldn't be further from the truth."
What Does Gold's Jump Mean? (08/12/2011)
"This rise in the gold price has said so much more than simply, 'trading peak.'"
Gold Market Report (08/12/2011)
"Stocks and commodities rallied after yesterday's decision by four European regulators to ban short selling."
Gold Rush Is a Boon for the Refinery Biz (08/12/2011)
"Refiners, who buy scrap gold from dealers and private owners, are also seeing an upsurge in activity."
Too Much of a Good Thing Is Not a Good Thing (08/12/2011)
"While the blowup in China will wreak havoc in world markets, a bright side for gold investors is that the country's rising inflation should help keep the wind in the sails of monetary metal."
Rare Earth Prices Continue to Squeeze Upwards (08/12/2011)
"Rare earth prices are expected to continue to rise over the next two years until new supply lines go live."
ETF to Watch: Rare Earths (REMX) (08/12/2011)
"REMX has been severely beaten down by the market selloff in the past few days, but investors should look for REMX to trade sharply higher."
Investors to Chase Gold, Abandon Stocks in Next Few Years: Wang Tao (08/11/2011)
"Investors will abandon stocks and continue to chase gold over the next few years."
Gold to Rally Through 2012, S&P Says (08/11/2011)
"Standard & Poor's is recommending gold and gold miners as top investment picks."
Gold Rush in India Despite Record High Prices (08/11/2011)
"Record high gold prices have not dented India's demand for the precious metal."
40 Years After Gold Standard, Bugs Crow (08/11/2011)
"Gold is back, for good."
Gold Shares Responding (Finally)? (08/11/2011)
"Gold makes new highs, but will gold stocks follow?"
The Gold Rush Is On (08/11/2011)
"Fear is high and investors are fleeing to gold."
Gold Prices Poke Above Platinum (08/11/2011)
"Some analysts say this phenomenon could show up for a number of months, although gold had pared its earlier gain and platinum regained its normal upper hand, just barely."
Ireland's Rare Earth Potential "Seriously Overlooked" (08/11/2011)
'In Ireland, licenses were usually granted quickly."
Gold's Acceleration Has Begun (08/10/2011)
"The bullish trend accelerates, but so too does volatility. Gold and silver stocks are set up for a great year."
The 'Bear' Market in Currencies (08/10/2011)
"You will hear that gold is rising to record highs. You will hear talk of it entering a 'bubble' again. This is entirely the wrong perspective!"
What Is Next for the S&P 500 (08/10/2011)
"When the masses are fearful and the S&P 500 is this oversold, I want to be looking for opportunities to get long-risk assets."
Fed Under Pressure to Act as World Markets Swoon (08/10/2011)
"The Fed took the unprecedented step of promising to keep interest rates near zero for two years, while considering further action."
Why The S&P 500 Could Bottom at 1096–1100 (08/10/2011)
"Though the patterns suggest we're in a bear cycle, there will be tons of trading opportunities with violent rallies along the way as well: Trying to time those will be the hard part."
When Buying Gold Becomes a Life-or-Death Question (08/10/2011)
"It's probable at some point we'll all feel forced to buy gold, almost irrespective of price, due to the depreciation of the U.S.$."
Michael Ballanger: Market Conditions Extremely Gold-and-Silver Friendly (08/10/2011)
"Buy the TSXV" was the advice Michael Ballanger, investment advisor for Union Securities Ltd., sent to his clients the morning after the Dow Jones Industrial Average lost 698 points, the worst loss since 2008. In this exclusive Market Conditions Update for The Gold Report, he explains why he sees the current climate as "extremely gold-and-silver friendly."
Run, Ride or Buy? What Should Investors Do? Don't Sell on Mondays! (08/10/2011)
"While many investors are running for the exits, others have chosen to ride the wave of volatility or buy while there is 'blood in the streets.'"
Where Oh Where Are the Safe Havens from Yesteryear? (08/10/2011)
"Any retreats are regarded as a healthy event in the long-range upward trend."
Gold Market Report (08/10/2011)
"Gold and stock markets are up; Fed 'will push QE3 if necessary;' BOE predicts 'sluggish' growth."
Don't Shoot the Messenger (08/10/2011)
"Policy makers have forgotten that the USD's reserve-currency status must be earned; it's not a birthright.
China and Rare Earths—Monopoly for Now (08/10/2011)
"Despite fears of Western capitalists, Beijing apparently has no immediate plans to curtail supplies."
Richard Karn: Australian Scandium Could Create New Market (08/09/2011)
Two junior explorers in Australia could dominate the world's scandium supply in the next two to three years, according to Richard Karn, managing editor of The Emerging Trends Report. In this exclusive interview with The Critical Metals Report, he paints a picture of a supply-demand loop that feeds on itself and pinpoints the companies that could benefit from the dynamic.
Budget Battles Ahead (08/09/2011)
"Although the debt ceiling issue is out of the way, the country is only temporarily saved from bitter budget controversies."
The Elusive Abyss (08/09/2011)
"All agencies are warning us that they are on 'negative' in their forward view of their respective U.S. ratings."
China July Metals Output Eases, Signaling Slowdown (08/09/2011)
U.S. Mint Halts Sales of Gold Collector Coins (08/09/2011)
"A spike in gold prices prompted the U.S. Mint to suspend the online coin sales for the first time in recent memory."
Retail Reels Under Gold Price Hikes (08/09/2011)
"For brides-to-be in India, waiting for the price to dip is not an option, as further price increases are expected."
Gold Rush for Dealers, Investors (08/09/2011)
"Record prices for the precious metal are sending prospectors on the prowl for gold wristwatches, pens and even teeth."
Ill-Advised Downgrade Ushers in Buying Opportunities (08/09/2011)
"Stay the course and move as soon as trading stabilizes. This is a seriously oversold market."
JPM Sees Gold at $2,500 by Year-End (08/09/2011)
"Get your head out of your day job, draw up your very own acquisition plan and implement it as quickly as you possibly can."
David Morgan: $75 Silver Looming (08/08/2011)
The new normal could be $75/oz. silver. In this exclusive interview with The Gold Report, David Morgan, editor of The Morgan Report, maps out a path for silver that could sink by $5/ounce (oz.) during the summer pullback and then bounce up to $75/oz. to establish a new base level. A consistent Silver Institute Production Cost Standard could help investors make smarter decisions during the coming upswing.
The Crime Against Silver (08/08/2011)
"Silver-denominated notes, reminiscent of turn-of-the-century American silver certificates, are experiencing renewed popularity."
Gold and Market Volatility (08/08/2011)
"Stock market volatility, including for the mining stocks, has waxed and waned throughout 2011 but has been recurrent more this year than in the previous two years."
Gold Climbs; ECB Is "Last Line" of Eurozone Defense (08/08/2011)
"The gold prices soared past a record $1,700/oz. in Monday's trade following Sunday's announcement by the European Central Bank suggesting a new phase in the Eurozone crisis."
As Gold Prices Zoom, Indian Buyers Hold Back (08/08/2011)
"Global price disruptions will keep Indians away from jewelry stores for at least the next few weeks."
Recession 2011: Silver Futures Up on Firm Global Cues (08/08/2011)
"Trading sentiments turned bullish after the prices in the overseas markets climbed."
HREEs in America: Crystal Balls and Brass Balls (08/08/2011)
"Now there are two potential domestic American HREE producers, which I think are viable and have high probabilities of commercial success."
Rhodium Helpful in Checking Food Adulteration (08/08/2011)
"By changing its color in the presence of particular gases, Rhodium can warn consumers if packaged food has been tampered with."
World's Top Miners Worry Most About Greater Government Control (08/07/2011)
"Resource nationalism is the top business risk for global miners."
U.S. Debt: Has Its Past Become Its Future? (08/07/2011)
"I tend to go straight to the numbers: A trip over to the Congressional Budget Office reveals the pearl within the plan."
Resource Nationalism Is Biggest Risk to Miners: Report (08/07/2011)
"Governments seek to benefit from higher commodity prices to try to restore fragile finances, Ernst & Young said on Sunday."
G-7 Vows to Take "All Necessary Measures" to Stabilize Economies (08/07/2011)
"Officials will inject liquidity and act against disorderly currency moves as needed, G-7 finance ministers and central bank governors said."
Vishy Karamadam: Top of the 50 Index (08/05/2011)
It seems to defy logic: even though gold prices are at historic highs, the stock in many junior gold companies has been languishing. Now is the time to give those shares a second look, says Vishy Karamadam, managing director of Ubika Research in Toronto, which runs the Ubika Gold 50 Index. In this exclusive interview with The Gold Report, Karamadam reveals which companies are poised to announce big news this fall.
Gold Bugs Rejoice (08/05/2011)
"Are we due for a correction? Possibly. Gold could easily correct 5%–10%, but given today's current environment, I don't think that's what the crystal ball reflects."
U.S. Yield Curve Flattening to Prompt Fed Easing (08/05/2011)
"The flattening of this curve is a symptom of economic weakness and will be the catalyst for another round of monetary easing, which will send gold prices past $1800."
Is the FED about to Make the Mistake of the Decade? (08/05/2011)
"The market has been in trouble since May, when it started to price in the next recession."
Gold Market Report (08/05/2011)
"Stock markets bounced after non-farm payrolls data showed the U.S. economy added 117,000 jobs last month."
Gold Prices Spike as Equities See an Exodus (08/05/2011)
"Gold prices were rising Friday as stocks continue their dramatic selloff despite a better-than-expected read on the labor market."
ANC Approach to Nationalization Is "Open Ended" (08/05/2011)
"'It is not a foregone conclusion that there will be nationalization, but we are not opposed,' says ANC Spokesman Keith Khoza."
Currency Intervention Revived as Fed May Ease (08/05/2011)
"Japanese and Swiss moves to weaken the yen and the franc show reviving tension in foreign-exchange markets as the deteriorating U.S. economy weighs on the dollar."
China's Robotics May Boost Rare Earths, Precious Metals (08/05/2011)
"As miners re-opening closed rare earth facilities around the world, technological developments point to a revolution in the sector."
Emerging World Buys Billions in Gold as West Wobbles (08/05/2011)
"Emerging market central banks have bought 180 tons of gold in 2011, more than double the 73 tons purchased by central banks globally in the whole of 2010."
Morgan Stanley Raises Gold and Silver Forecasts (08/05/2011)
"Morgan Stanley has revised up its 2011 forecast for gold and silver prices by 8% and 15%, respectively."
Compromise, D.C.-Style (08/05/2011)
"Washington compromises have been and will continue to be the death knell of the U.S. economy, and particularly the free market."
Nebraskan Village Hides World's Largest REE Mineral Deposits (08/05/2011)
"Initial discovery drilling has returned positive results for a rich vein of niobium, used in steel production, superalloys, and superconducting magnets to name a few uses."
REE Discoveries Show Promise for Brain Cancer Treatment (08/05/2011)
"Natural metals are proving very effective identifiers of diseased tissue and are even used as treatment carriers in nanotherapies."
China's REE Industry Coming under Greater Environmental Scrutiny (08/05/2011)
"Local environmental departments will not approve evaluation reports for new projects by companies that cheat or do not pass the checks."
Rare Earths 2.0: Rise of the Heavies (08/05/2011)
"The export prices of three HREEs have exploded since China's July quota announcement, whilst the LREEs have remained relatively static."
Gold, Medicare and Foreigners' Money (08/04/2011)
"Forty years ago this month the dollar lost its link to gold. The result was a growth in entitlement spending."
XGD Update: Very Promising (08/03/2011)
"When long consolidations finally break to the upside, the move is usually explosive."
James West: Time to Buy Battered Juniors (08/03/2011)
Move into gold and silver was the advice James West, founder of the Midas Letter Opportunity Fund, gave Midas Letter subscribers in June. He recommended moving from the junior stock market to 100% gold, silver and precious metals funds backed by bullion. For a while it looked like a bad call. But as markets tanked, gold and silver soared, and it turned out to be a smart strategy. Now might be a good time to sell the metals and get back into the juniors, he says.
Gold and the QE3 Ship: Are Both About to Sail? (08/03/2011)
"With the ISM manufacturing index turning down and the GDP report rolling over, a QE3 ship horn is likely to sound soon."
The 2011 Gold Season Is Just Around the Corner (08/03/2011)
"While the Fear Trade governed gold's activity this week, the Love Trade should keep the market buoyant as festival season approaches."
Five Things You Need to Know About the Economy (08/03/2011)
"Anything tangible will help offset the coming inflation—gold and silver will likely do better than most."
Gold Accelerates; Equities Enter Cyclical Bear Market (08/03/2011)
"We've said all along that before gold begins a bubble, equities must peak and begin a mild bear market. That is now happening."
Gold Market Report (08/03/2011)
"Gold sets dollar, pound and euro records; 'growing risk' of Eurozone credit crunch."
Gold Prices Spike as Recession Worries Spread (08/03/2011)
"Gold prices were soaring as worries that governments won't be able to grow their way out of debt caused a rush into the safe-haven asset."
Gold ETFs Haul in $3.5B (08/03/2011)
"Investors who were nervous about the looming debt ceiling showdown poured $3.5B into ETFs that own gold last month."
Structural Change in Gold, Silver and Currency Markets (08/03/2011)
"We have to face the stark reality that the currency system we now live under globally cannot provide a true measure of value."
China Minmetals Calls for REE Production Suspension (08/03/2011)
"State-owned trader Minmetals has called on all firms in the REE sector to adhere to a national output quota by suspending production."
China Minmetals calls for rare earth production suspension (08/03/2011)
"State-owned trader Minmetals has called on all firms in the rare earth sector to adhere to a national output quota by suspending production starting from the beginning of August."
Field Notes: National Interest REE Projects Being Fast Tracked (08/02/2011)
"What do you get when you put a professor, a fisherman and a creative Wall Street journalist together? Answer: science fiction, fishy stories and IPOs trying to sell the latest version of snake oil to unsuspecting investors."
Jon Hykawy: Offtake Agreements Rule REE Market (08/02/2011)
End-users are emerging as key players in the rare earth space. In this exclusive interview with The Critical Metals Report, Jon Hykawy, head of Global Research with Toronto-based Byron Capital, shares his views on where this trend is headed and what it means for REE producers who don't have offtake agreements in place.
SA Mining Unions End Strike but Reject Platinum Miner's Offer (08/02/2011)
"The wage increases are below union demand but higher than mining companies' original offer."
South Korea Buys Gold for First Time in 13 Years (08/02/2011)
"South Korea moved away from the dollar and toward an investment class widely considered a safer bet during crises."
Senate Approves Debt Ceiling Increase Bill (08/02/2011)
"The Senate approved legislation that would increase the $14.3 trillion debt limit by up to $2.4 trillion."
Is the Debt Ceiling Raise Bullish for Gold? (08/02/2011)
"Even though critics of gold will quickly call an end to gold's run on a decline, investors should keep the big picture in mind."
Metals and Miners Show Impressive Strength in Weak Market (08/02/2011)
"Our indicators set us firmly on the highway marked gold, silver and rare earths."
China Considers Tightening Rare-Earth Quotas (08/02/2011)
"China is considering tightening regulations on exports of rare-earth metals amid concerns that sharply higher global prices have led to a surge in smuggling."
Brent Cook: $1,600 Gold=Big Money for Mid-Caps (08/01/2011)
Brent Cook, editor of the Exploration Insights newsletter, likes to spend his days winnowing out junior companies on the verge of making discoveries. But when he noticed a disconnect between the skyrocketing gold price and the low valuations of some larger mining companies, he jumped on it. In this exclusive interview with The Gold Report, Cook details which types of miners will be the beneficiaries of this continuing trend.
Bayonets and Gold (08/01/2011)
"Juniors, not majors, own the world's future mines, and they are the most adept at finding them."
Uncertainty and Panic Selling Provide Major Opportunity! (08/01/2011)
"If things play out as the charts indicate, we should have a nice bounce just around the corner."
Gold Market Report (08/01/2011)
"Only a move back below $1,577 would shake this bullish outlook."
President Obama's Debt Deal More Fizz Than Bang (08/01/2011)
"Coming hard on the heels of this announcement, stock futures rose and U.S. Treasuries futures slipped lower as both gold and silver lost ground."
Gold Prices Take Debt Deal in Stride (08/01/2011)
"Gold prices dropped slightly as a bipartisan deal to raise the debt ceiling heads to Congress."
How the Debt-Ceiling Debacle Will Spark a Short-Term Drop in Gold Prices (08/01/2011)
"Don't be surprised to see investors sell gold and use the proceeds to pile into U.S. Treasuries."
Libya Holding Huge Gold Reserves (08/01/2011)
"IMF data shows Libyan gold reserves worth more than $6B at current prices."
Banner Year for Silver (08/01/2011)
"Silver prices are reflecting the reactions of investors who are concerned about U.S. and EU debt and QE3."
Loan-Against-Gold Market Booming in India (08/01/2011)
"The availability of gold in Indian households and low odds of consumers defaulting on loans has the country's loan-against-gold market growing."
China's Metal Monopoly Won't Last (08/01/2011)
"Rare-earth metals are the global economy's equivalent of folkloric pixies—tiny, elusive and vaguely considered to have all manner of miraculous powers. Are we at risk of an 'element gap' with China? Unlikely."
Wind Energy: Will Rare Earth Elements Be Available? (08/01/2011)
"How will the wind energy industry's growth impact future demand for selected raw materials?"
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