Streetwise Reports' Article Archives — June 2012 back to current month (148)
Is the Table Set for a Mania in Precious Metals? (06/30/2012)
"It's striking, when you really stop to think about just how big the impact could be if some significant fraction of the larger financial world started chasing the small niche market that is gold. Such cash inflows will send our industry to the moon."
Investors Need to Understand Basic Geology: Chris Wilson (06/29/2012)
Chris Wilson, president of Exploration Alliance, a niche consulting group, believes education is an investment basic. In this exclusive interview with The Gold Report, Wilson shares his guidelines for winnowing out the crowded junior mining sector to find the companies worth serious investigation and urges investors to know their porphyries from their narrow veins.
Euro News Is 'Shot in the Arm' for Gold Prices (06/29/2012)
"Gold Prices rallied ahead of Friday's U.S. trading, while commodities and the Euro also gained following news of an 'important' agreement at the E.U. summit in Brussels."
Gold, Silver Rally as Dollar Sinks (06/29/2012)
"Gold futures rallied on Friday, as the U.S. dollar sank against other major currencies after European leaders put forward a plan to stabilize the region's banking sector."
Guatemala Floats Plan to Take 40% Stake in New Mines (06/29/2012)
"Guatemalan President Otto Perez Molina is floating a proposal to change the constitution to allow the government to take up to a 40% stake in new mining projects in the country."
John Embry on Gold, Silver, Currencies and Commodities (06/29/2012)
"I view gold and silver as monetary metals. The mainstream news media conflates gold and silver with industrial commodities, but they're really a competitor to the currency system. Gold is the antithesis of paper money."
Higher Gold Prices Triggered by Europe (06/29/2012)
"Of late, gold has been trading more like a 'risk on' asset instead of its historic safe-haven holding, as Friday's movement mimicked."
Cashing In on Underwater Mining (06/29/2012)
"Underwater mining companies hope to extract copper, nickel, ore, silver, zinc and even rare earth metals."
Gold: Safe Haven or Risky Investment? (06/28/2012)
"Gold is an important financial asset that lacks counterparty and downgrade risk, making it the ideal safe haven. Some of the world's largest and most powerful organizations have already realized this."
Follow the Majors to Find Investment Prospects: Brent Cook (06/27/2012)
Taking part in the Cambridge World Resource Investment Conference, geologist and minerals maven Brent Cook, who also serves as Exploration Insights president, CEO, publisher and author, said he found more investors there looking for reasons to sell than to buy. In this exclusive interview with The Gold Report, he suggests that those who postpone buying decisions for too long risk missing the boat on some real "gems." Finding gems in the garbage takes serious due diligence; he advises investors to evaluate potential juniors the same way the majors do when they're hunting for companies whose assets will help replenish their dwindling reserves.
Central Banks Still Adding to Reserves (06/27/2012)
"Daniel Brebner, head of metals research at Deutsche Bank, expects 'very steady buying by central banks' to continue, which 'should help gold prices from weakening too much.'"
While Banks Crumble, the Next Leg Up for Gold Prices Draws Near (06/27/2012)
"In a surprise twist that only a few years ago would have been considered preposterous, the Basel Committee for Bank Supervision is entertaining whether gold should qualify as a full-fledged Tier 1 capital asset."
Strategist Nenner: Charts Indicate Gold Will Soar to $2,500/oz (06/27/2012)
"The bull market for gold will ultimately resume and push the precious metal to $2,500/oz, says independent strategist Charles Nenner."
The Gold Series: Mining and Supply (06/27/2012)
"There are three distinct streams that make up supply: official sales, recycled gold and mine production."
Gold, Silver and the 'Black Hole of Deflation,' Part 2 (06/27/2012)
"Gold and silver performed their age-old role of broadly 'measuring' and holding 'value' during these tempestuous times, and will do so in the future."
Why We Are Certain that Gold Producers Will Soar (06/27/2012)
"Gold stocks do respond when gold goes higher and gold is going higher because of completely unsustainable fiscal and monetary actions of governments all around the world."
Do the Charts Say Gold Is Ready to Take Off? (06/27/2012)
"Seasonally speaking, gold leaves the current 'weak' seasonal time frame it's now in and begins to gather strength into year-end."
Here Comes the Hyper-Inflationary Bailout Endgame (06/27/2012)
"The fact that the only option is to fabricate money in one way shape or form is fundamentally positive for gold, but unfortunately, due to the high degree of government-sponsored manipulation in precious metals markets, a rising gold price cannot be expected until the apparatus that supports such market interference is somehow defeated."
Gold Miners' Low Correlation to Gold: Are They Cheap Enough Yet? (06/27/2012)
"It's not exactly a well-kept secret that shares of gold mining stocks haven't kept pace with the price of gold. But it's just kind of odd that so many of the miners share some similar pricing characteristics."
Investments Worth Their Weight in Graphite: Glen Jones (06/26/2012)
Graphite is the "it" mineral of the moment, but as an investment space it remains largely misunderstood. In this exclusive interview with The Critical Metals Report, Glen Jones, executive director for the Western Hemisphere at Intierra Resource Intelligence, suggests investors research extensively to protect against loss, and names some of his favorite projects that may serve as a jumping-off point for the graphite-curious.
Gold Prices: Begging for QE3 (06/26/2012)
"In the last round of easy-money moves back in January, gold rallied as high as 15%. Since then, gold has dropped numerous times from a lack of additional news of more easing."
The Black Hole of Deflation (06/26/2012)
"The failure of the political system to achieve these goals over such a long period of time is causing a fundamental loss of confidence in the financial and monetary systems of the developed world."
Platinum Demand to Substantially Outstrip Supply in 2012 (06/26/2012)
"Contrary to investor perceptions, fabrication demand for platinum, palladium and rhodium is expected to grow at a stronger pace in 2012, says commodities consultant CPM Group."
Precious Metals: Keep It Simple (06/26/2012)
"People often feel the need to complicate things by overtrading and overthinking the situation. My advice for the next three months is patience. My advice for the next three years is precious metals."
An Ending Made for Gold (06/26/2012)
"In the ongoing Euro-crisis, we won't know the details of how Europe will clean up its debt mess for a while, but we're pretty confident the story ends well for gold."
Gold Coin Sales from National Mints Fall in Q1/12 (06/26/2012)
"Demand for gold coins fell in key markets in the early part of this year as the strong demand for small investment products that helped send bullion prices to record highs in 2011 tailed off."
Shouldn't Gold Be Spiking Right Now? (06/26/2012)
"If the precious metal is such a safe haven, why hasn't it shot up as the European debt crisis unravels?"
Platinum Outlook Remains Volatile: Erica Rannestad (06/25/2012)
A third round of quantitative easing won't help support platinum and palladium prices, according to Erica Rannestad, platinum group metals specialist with CPM Group in New York. So, what will drive the platinum group metals, which have been suffering from lags in demand and increasing interest from short sellers? Rannestad discusses the outlook for these specialized metals in this exclusive Gold Report interview, including what they have in common with gold.
Gold in Sideways Range Ahead of European Summit (06/25/2012)
"Gold bullion prices dropped below $1570/oz, though they remain broadly in line with where they ended last week, with markets focused on this week's European leaders' summit."
Gold-Stock Valuations (06/25/2012)
"It is not fundamentals that have been plaguing gold stocks, but psychology. But fear paves the way for massive uplegs as sentiment slowly swings to the opposite extreme."
Gold Companies Where Management Has 'Skin in the Game' Outperform Others (06/25/2012)
"Gold companies that have a high level of insider ownership have significantly outperformed peers with less insider ownership, says U.S. Global Investors."
Surprise Strength in Gold (06/25/2012)
"Gold's unique mix of inflation and default insurance is currently cheaper than its peak price of 12 months ago."
What Will Drive the Next Leg of the Gold ETF Bull Market? (06/25/2012)
"In the current environment, the main driver of the gold price appears to be perceptions of the likelihood of another round of QE, as gold is viewed as one of the few hedges against U.S. dollar debasement."
New Mines Set to Bolster Gold Production (06/25/2012)
"A Combination of new mine developments and the recycling of old operations is tipped to end the recent trend of falling gold production in Australia."
Gold Moves Higher, Seen as Safe-Haven Play (06/25/2012)
"Gold prices were higher Monday as gold offered a haven for investors amid sluggish U.S. economic indicators."
Metals and Mining Stock Outlook (06/25/2012)
"The recent focus on the weakening outlook for global economic growth has emerged as a major headwind for the global metal industry. These near-term challenges aside, the group's long-term dynamics appear attractive."
China's White Paper on Rare Earth Industry Stirs Rare Earth Juniors (06/23/2012)
"The real issue is where will domestic prices stabilize, and what impact will the projected 60,000 tons of mainly LREEs from Molycorp and Lynas have on rare earth prices? Why did these stocks bounce today, and is this the start of a sustainable recovery?"
Ian Gordon: Why Gold Stocks Outperformed Other Gold Investments (06/22/2012)
Ian Gordon of Longwave Analytics and Longwave Strategies believes we're on the precipice of very difficult and frightening times and predicts complete financial collapse. But it's in those periods of darkness that gold really shines. Gordon, who recently published a special edition of his Investment Insights entitled "The Gold Rush of the 1930s Will Rise Again," believes that companies with gold in the ground now will be the ones to prosper. In this exclusive Gold Report interview, Gordon discusses where he thinks the Dow will bottom and what companies will come out on top.
How Does Gold Fare During Hyperinflationary Periods? (06/22/2012)
"When creditability in fiat money dissipates, gold may be the only viable option left standing."
Euro Weakness Contributing to Gold's Fall (06/22/2012)
"Near-term momentum may take prices lower, but we believe it may create an attractive point of entry for gold."
What Does China's Rising IMF Power Mean for Gold? (06/22/2012)
"Once China has established an economic power base rivaling that of the U.S., it may well challenge the U.S. at the IMF or set up a developing world equivalent, as it is doing with the potential rival to the World Bank."
Survey Participants Torn Over Gold Market Direction Next Week (06/22/2012)
"Survey participants who see higher prices said they thought the sell-off in prices this week was overdone and that the market will hold support levels. Those who see weaker prices cited strength in the U.S. dollar, which is pressuring commodities across the board."
Gold Prices Reflect Disappointment of Fed Meeting (06/22/2012)
"The markets had been anticipating further monetary easing, which would enhance demand for gold as an alternative asset class to store value by placing downside pressure on the dollar."
Six Percent Can Draw Gold from the Moon (06/22/2012)
"As long as real interest rates are low, gold is in a bull market; there are no plans to raise interest rates for at least two years. Indeed, the Fed is actively working to lower longer-term rates."
Investing in Graphene Stock: How to Get in on this 'Miracle Material' (06/22/2012)
"There's a mad dash to exploit the unique properties of the material, which are impressive."
China Has Only 23% of World's REE Reserves (06/22/2012)
"China has seen its rare earth reserves decline in major mining areas, with the reserve-extraction ratio slumping."
Chinese Gov't White Paper Pledges International REE Cooperation (06/21/2012)
"In the first white paper of its kind published on rare earths, China's Central Government pledges to follow WTO rules, strengthen the industry's management, and supply rare earths globally."
Summer Lows at Hand? (06/21/2012)
"Even though gold peaked in September and it's been declining for nine months, the gold trend is still up, regardless of the currency it's traded in."
Gold and Silver Are on the Verge of Something Huge (06/21/2012)
"My chart analysis and forward-looking forecasts show $3,000-ish for gold and $90ish for silver in the next 18–24 months."
Major Mineral Opportunities Uncovered in an Unexpected Place, Mongolia: Eric Zurrin (06/20/2012)
Mongolia, which is not on most investment menus, could soon become famous for much more than Ghengis Khan. Sandwiched between China and Russia, with a land area one-sixth that of the U.S., it has a population of less than three million, yet holds the potential for developing into a major minerals producer. With national elections on June 28, in this exclusive interview with The Gold Report, Eric Zurrin, CEO of Resource Investment Capital Ltd., who lives and works mainly in Mongolia, gives us an insider's view of what's going on in this true land of opportunity for investors who recognize its huge potential. He also talks about several of his favorite companies that could profit from the vast mineral riches hidden under the Mongolian steppes.
Gold Down Ahead of FOMC Decision (06/20/2012)
"Spot market gold prices dropped back toward $1,600/oz ahead of Wednesday's U.S. trading, while stocks and commodities were broadly flat and U.S. Treasuries fell ahead of the Federal Reserve policy decision."
Margin Call: A Lesson For Us All (06/20/2012)
"In order to protect ourselves, our preference is to build our own personal stash of physical gold and silver, a stash that we can get our hands on quickly."
Gold Still at Risk of a Large Downward Move Before The Rally (06/20/2012)
"The likely cyclical lows for this gold correction will be in the October window and investors should make sure they are positioned long by that time."
The Only Five Rare Earth Elements that Matter: Jack Lifton (06/19/2012)
There is no single rare earth element market. Instead, the rare earth universe is made up of four or five distinct "critical rare earth" markets that should be the focus for investors today. Even with new mine supply and refining capacity coming on-line over the next four years, these elements will remain in short supply, with hefty price tags attached. In this exclusive interview with The Critical Metals Report, Institute for the Analysis of Global Security Senior Fellow Jack Lifton explains how investors can play a crucial role in building a supply chain outside of China.
Shorts on Gold ETFs Are Nearing a Big Squeeze (06/19/2012)
"There has been an increasing number of investors taking short positions on gold exchange-traded funds, but they better watch out for what's ahead this summer."
What Do You Expect from the Fed: QE3, Twist or Nothing? (06/19/2012)
"While the Chairman Bernanke has been non-committal about any action, some other FOMC members seem to be much more willing to act now."
Platinum Can Learn from Potash (06/19/2012)
"Stability can be brought to South Africa's beleaguered platinum-mining industry by creating a platinum exchange similar to Canada's successful producer-led potash marketing arm, says Pan-African Capital Chief Executive Dr. Iraj Abedian."
Gold Overtakes Drugs as Source of Colombia Rebel Funds (06/19/2012)
"Mechanical diggers operate along the riverbeds and banks in Putumayo, protected by heavily armed rebels who allow no access to the sites and impose huge 'taxes' on production."
Japan, Vietnam Launch Rare Earths Technology Facility (06/19/2012)
"Both Asian countries agreed to extract and separate rare earths from mined ore in Vietnam before sending it to Japan. Vietnam holds one of the world's biggest reserves of rare earths."
How Undervalued? (06/19/2012)
"The coming gold stock mania is gathering essential potential ahead of the most exciting capital growth opportunity we may witness in our lifetimes."
Prepare for the Pivot Point in the Gold Exploration Cycle: Quinton Hennigh (06/18/2012)
Historically, major gold exploration has occurred when the Dow was down and out. In this exclusive interview with The Gold Report, geologist and Exploration Insights writer Quinton Hennigh talks about the coming gold rush and what that could mean for existing companies.
Dramatic Copper Demand Growth Expected from China, India, Brazil (06/18/2012)
"For the first five months of 2012, China's YOY copper imports increased by 52% as demand for the red metal continued to soar, suggesting firm demand from the world's major commodity buyer."
Euro Weakness Weighs on Gold and Silver (06/18/2012)
"Euro weakness weighs on precious metals as markets come to the realization that despite the Greek election resulting in a 'positive' outcome, the underlying problems facing the Eurozone are still very much present."
Fed Expected to Twist Again (06/18/2012)
"The Federal Reserve is likely to extend its Operation Twist program at the end of its two-day meeting on Wednesday, a growing number of Fed watchers said over the weekend."
Gold Recovers as Post-Greek Election Optimism Fizzles (06/18/2012)
"Gold prices recovered much of their early losses on Monday as appetite for higher-risk assets, which followed a victory for pro-bailout parties in Greek elections, dwindled and the euro and Spanish and Italian stocks and bonds fell."
Gov't, Business and Labor Combine to Aid Beleaguered Platinum Sector (06/18/2012)
"Government, business and organized labor have joined forces to aid South Africa's beleaguered platinum industry, which is beset by low prices, high costs and serious potential job losses."
Time to Dig In to Rare Earth Stocks (06/18/2012)
"With many driven close to their 52-week lows, here's what to watch for during the second half of 2012."
Rare Earth Mining in South Africa (06/18/2012)
"With Africa receiving increased investor attention due to the recent surge in global commodities prices, South Africa, the continent's mining powerhouse, is leading the rare earth charge."
Greenland's Minerals Loom in China–Denmark Ties (06/18/2012)
"Chinese President Hu Jintao's three-day visit to Denmark may ostensibly have been about signing billions worth of business deals, but a stake in Greenland's huge mineral wealth may have been the elephant in the room."
Thinner than a Pencil Trace (06/18/2012)
"It's not just the IT sector that is watering at the mouth at the thought of graphene. Even in the energy, medical and material technology sectors, there are high hopes of using the material's spectacular properties."
Precious Metals: Comparing the 2012 Bottom to Past Bottoms (06/18/2012)
"Mark Twain said that history doesn't repeat itself, but it rhymes. This is also true in the markets. No bull or bear market or particular event is ever the same. When trying to foresee bottoms and tops, we always compare current conditions (price action, sentiment, fundamentals) to past conditions."
Speed Up or Slow Down—Don't Exit the Commodities Highway (06/18/2012)
"Goldman Sachs is anticipating a 29% return for the S&P GSCI Enhanced Commodity Index over the next 12 months and suggests investors might want to increase their position in commodities."
Malaysia Sets New Rules for Rare Earth Plant (06/15/2012)
"Malaysia's government has imposed two new conditions on a rare earth refinery set up by Australian miner Lynas to assuage public fears of radioactive pollution."
Investing Opportunities in Overlooked Argentina: Mike Niehuser (06/15/2012)
Mike Niehuser, founder of Beacon Rock Research, recently returned from Argentina where he toured a number of mines in the underexplored Santa Cruz area. In this exclusive interview with The Gold Report, he discusses the cloud of uncertainty hanging over mining after the Argentine government nationalized the oil company YPF and shares why although investors should tread carefully, the political situation creates opportunities for investors willing to do their homework.
Greece Election 'Should Be Supportive for Gold' (06/15/2012)
"Spot market prices for gold bullion traded above $1,620/oz during Friday morning's London session, a gain of nearly 4% for the month so far."
China's Growing Middle Class Continues to Dip Itself in Gold (06/15/2012)
"For a country whose gold production in the first four months of 2012 reached 109.6 tonnes, up 6.13% from the same period last year, passion for the yellow metal has scaled new heights."
The Shape and Future of Indian Gold Demand (06/15/2012)
"With gold imports to India reaching over 800 tonnes in a good year and 500 tonnes in a bad year, this demand accounts for between 20% of total gold supply (30% of newly mined gold), in a good year."
Gold Up, Set to Extend Gains to Sixth Session (06/15/2012)
"Gold futures climbed Friday, poised to extend their gains to a sixth session, as the prospect of fresh economic stimulus from the world's central banks underpinned demand."
Prepare for a White-Knuckle Ride (06/15/2012)
"In the short term, it may pay to wait a little while before increasing your exposure to the producers. In the longer term, gold and silver will continue to rise as fiat currencies are recognized for what they are: worthless."
Cheap Gold Stocks (06/15/2012)
"While it is very challenging psychologically to buy in deeply out-of-favor sectors, the panic-like gold stock bargains out there today are simply amazing."
The Right Formula for Markets (06/15/2012)
"Formula 1's fine-tuning of regulations to respect the risks and rewards of racing is the formula government policies should strive for when regulating businesses. Instead, excessive regulations are acting as speed bumps."
The Shape and Future of Indian Gold Demand - Part II (06/15/2012)
"Indian demand for gold will be driven, as it was the last decade, by savings and real income levels and not by price."
Platinum Outperforming Other Metals, Lifted By South African Supply Concerns (06/14/2012)
"Some analysts have suggested platinum group metals could be among the metals that outperform if sentiment for industrial commodities were not getting dinged by the European debt crisis."
Are Gold and Silver Your Hedges Against Centrally Planned Economies? (06/14/2012)
"With the global solvency crisis far from being over, gold and silver still have huge potential as more central bank intervening is sure to come."
Gold Stocks Are Beating Gold, and You Can Thank Lower Oil (06/14/2012)
"A drop in the price of oil, a major cost for miners, may be the reason it finally happened."
Euro Debt Crisis is Good for Gold and Silver: Sprott Money Manager Charles Oliver (06/13/2012)
Charles Oliver, a senior portfolio manager for Sprott Asset Management, is keeping the faith that gold and silver stocks will eventually appreciate this year as Europe and the U.S. continue to print money. In this exclusive interview with The Gold Report, Oliver says that an indicator that juniors are about to take off could be an improvement in certain bellwether mid-cap stocks.
Everything You Need to Know About Junior Mining Stocks (06/13/2012)
"The truth is you need to approach the junior mining sector with a game plan, an investment 'tool kit' if you will, to help you to cast aside the dogs and focus on the 'diamonds in the rough.'"
Do Asian Central Banks Have Enough Gold? (06/13/2012)
"The Bank for International Settlements noted in its June 2012 Quarterly Review that 'central bank balance sheets in emerging Asia expanded rapidly over the past decade because of the unprecedented rise in foreign reserve assets.'"
Gold Jumps Again but Rangebound Below $1,640/oz (06/13/2012)
"Buying commodities such as gold 'at current lows' has 'always been profitable' over the last 18 months, said Kevin Norrish, managing director of commodities research at Barclays."
Blaming the Machines for Gold (06/13/2012)
"If London's market-making bullion banks feel they can't hang a story on what's driving the price tick-by-tick, few journalists or private investors will spot the 'true' cause either. So save your energy."
It's Time to 'Buy Low' on Rare Earth Stocks: Byron King (06/12/2012)
Resource developers, especially in the rare earths space, are suffering from the market's obsession with immediate results, says Byron King, writer and editor for Agora Financial's Outstanding Investmentsand Energy & Scarcity Investor newsletters and contributor to the Daily Resource Hunter. Nonetheless, he argues, large-scale demand for high-tech metals remains. The question is, which developers can weather the storm? Read more in this exclusive Critical Metals Report interview.
Are You Brave Enough to Buy Low? (06/12/2012)
"People brave enough to buy when others are not interested know the secret of how to 'buy low and sell high.' They are the true contrarians."
Molycorp-Neo Material Merger Now Complete (06/12/2012)
"Molycorp says the now completed acquisition of Neo Material Technologies is a game changer that will open up new and exciting rare earths product opportunities."
Buy Gold to Bet on Bernanke and QE, Not to Hedge Euro-Crisis Risk (06/12/2012)
"If the Federal Reserve engages in a third round of quantitative easing, or any other form of balance sheet expansion, one could imagine a scenario where gold and risk assets will benefit at the expense of the U.S. dollar."
Probing for Gold Porphyrys in Colombia (06/12/2012)
"A raft of gold discoveries has put the spotlight on the Middle Cauca Belt in west central Colombia, attracting the attention of major mining sector players."
Why Gold Prices Are Ready to Rally (06/12/2012)
"Gold prices could be ready to make major moves in very short periods—too big and fast for speculators. Without the speculators, long-term gold investors who can withstand short-term volatility will get back in the market to protect against weakening fiat currencies."
Ten-Point Model for Picking Mining Winners: Dr. Michael Berry (06/11/2012)
If this is a bottom, Dr. Michael Berry sees it as the ideal time to pick up bargains in the mining sector. In this exclusive interview with The Gold Report, the Federal Reserve Board expert gives his diagnosis for what ails the markets and names the companies from Alaska to Brazil that could survive the financial plague wiping out equities all over the world.
Silver Offers a Golden Opportunity (06/11/2012)
"The fundamentals for silver and gold are very strong, and with all the massive bailouts, which are increasing debt levels, they are just getting stronger. Until a significant portion of these debts is repaid or defaulted on, it would be foolish to talk about a top in precious metals."
Producers for Growth, Juniors for Speculation (06/11/2012)
"While juniors, midtiers and large producers will usually bottom around the same time, they each outperform at different times."
Reserves in the Ground Make Gold Stocks Incredibly Cheap: Coxe (06/11/2012)
"As the entire banking system in the Eurozone remains at risk from Eurozone crisis, BMO Global Strategist Don Coxe doesn't 'see a way of getting out of this without bringing gold back in somehow.'"
Gold Falls Back as It Tracks Dollar (06/11/2012)
"If an event in Europe causes the U.S. dollar to weaken, gold is likely to rise. If it causes the U.S. dollar to strengthen, gold will likely fall."
Gold-Investment Demand in China to Advance 10%, ICBC Says (06/11/2012)
"Gold-investment demand in China may gain more than 10% this year as buyers seek a haven from Europe's debt crisis and the prospect of weakening currencies, according to the country's largest bullion bank."
Speculative Buyers Mostly Return to Precious Metals (06/11/2012)
"After cutting bullish exposure to New York precious metals futures and options markets in May, speculators have mostly returned to buy back precious metals, according to U.S. government data released Friday."
Rare Earth Minerals: An End to China's Monopoly Is in Sight (06/11/2012)
"North America is finally waking up to the consequences of a continued Chinese monopoly and has quietly invested significant money and resources into mining rare earth elements domestically."
Why Graphite Is One of the Few Spaces Where Savvy Investors Can Make Money (06/11/2012)
"The number of graphite stocks tripled in the space of a year. Some huge gains are being made by jumping on the stories at the very start."
How to Invest Your Mother's Money (06/11/2012)
"Risk is smaller with companies that expect to see large increases in production over the next few years. Why? Because even if gold flounders for a while, they will still grow into bigger companies."
Monday Precious Metals and Equity Prices Are Marked Up! (06/10/2012)
"In recent months, I have been talking about how stocks, commodities and the dollar could rise together. While is sounds crazy, we just may start seeing that happen sooner rather than later."
Op Ed: Let Industry Take the Lead on REE Supply Risk (06/10/2012)
"Here's why policy-making for strategic metals and materials, rare earths or whatever terminology you want to use belongs outside of Washington, D.C."
Gold Miners Starting to Shine (06/08/2012)
"Since early May 2012, the ratio between the GLD and the GDX has contracted significantly, reflecting a reversal in relative performance that shows that the GLD is underperforming the miners."
Byron King: Companies Must Pay Dividends to Make Top-10 Gold List (06/08/2012)
The world still needs gold and other natural resources, but we may need a new investment model to sustain them, says Byron King, writer and editor for Agora Financial's Outstanding Investments and Energy & Scarcity Investor newsletters and contributor to the Daily Resource Hunter. Despite ongoing market volatility, he names several midtier and small-cap gold equities for investors with a "reasonable" tolerance for risk. In this exclusive Gold Report interview, King also shares his perspective on the practical and political future of gold mining in South Africa.
Gold Falls Following 'Bernanke Curve Ball' (06/08/2012)
"'Gold bulls were very disappointed by Bernanke's testimony yesterday,' says Lynette Tan, investment analyst at Phillip Futures in Singapore."
India a Major Force in Gold Outlook (06/08/2012)
"The value of the Indian rupee has fallen so much against the dollar that gold is now making new highs in India."
Gold Bullion to Go: A New Way to Buy Physical Gold (06/08/2012)
"GBI is essentially an exchange for gold, silver, platinum and palladium. It says it wants to hack away at the hefty premium investors often pay above spot prices. This can amount to between 5% and 10% for gold."
Continued Volatility Expected in Gold Price (06/08/2012)
"Monetary and political policies are the key drivers of volatility in the near-term gold price."
Strong-Dollar Fallacy (06/08/2012)
"No commodity is more responsive to the U.S. dollar's fortunes than gold. The sharp dollar surge in May drove a full-blown capitulation in gold stocks and to a lesser extent in the metal itself. Capital is already returning after that rare selling-exhaustion event, laying the groundwork for a major new upleg."
IMF Eying Spain's Gold: Trader Rog (06/08/2012)
"Bernanke's plan will probably work for the shorter view, but his Achilles Heel, and he knows it, is a massive loss of confidence in the world's bond markets."
Gold and Silver Update: Looking Ahead (06/07/2012)
"Fundamentals are supporting the current bull market in the metals, as central banks are adding to the money supply at double-digit rates. The technical indicators, along with seasonal indicators, are pointing to a resumption of the bull market."
Is the Table Set for a Mania in Precious Metals? (06/07/2012)
"A mania in gold and gold stocks is the likely result of the absolute balloon in government debt, deficit spending and money printing."
Gold's Second-Half Performance Dependent on QE (06/07/2012)
"We expect politicians and central bankers to turn to quantitative easing as their 'get out of jail' card and this will propel gold to the $2,000/oz level before the end of the year."
The End of Cheap Everything: Ron Hera (06/06/2012)
For his money—and the portfolio he offers investors is also his own—Ron Hera, founder of Hera Research, wants uniquely good companies. In an exclusive interview with The Gold Report, Hera shares why he is bullish on gold, finds silver volatile but worth investment and encourages new investors to dig a little to find hidden possibilities.
Bear Channel Broken for Gold (06/06/2012)
"U.S. dollar gold prices climbed to a one-month high at $1,640/oz ahead of Wednesday's U.S. session, a gain of more than 7% from May's low, while stocks, commodities and the euro also ticked higher and major government bond prices fell."
Adrian Day: Gold Liquidation Phase Winding Down (06/06/2012)
"Money Manager Adrian Day figures the liquidation phase in gold has about run its course and the metal may be about to get a boost from looser monetary policies around the world."
Gold Bugs Defy Bear-Market Threat with Soros Buying (06/06/2012)
"Billionaire George Soros bought more in the first quarter and hedge-fund manager John Paulson held on to the biggest stake in the SPDR Gold Trust, the largest exchange-traded product backed by bullion, Securities and Exchange Commission filings show."
On Jelly Donuts and Gold (06/06/2012)
"Gold is not merely a great thing to own amidst extreme circumstances. It can also be a great thing to own amidst merely marginal circumstances, for example, if you happen to be living during the tail end of one of the most powerful, world-dominating economic expansions in human history. . .rather than at the beginning of it."
Gold Standard, Gold Futures and Perception Management (06/06/2012)
"Gold is the buy for the long term. Gut-wrenching plunges in the price should be expected and ignored, except perhaps to buy more on such dips."
Gold: A Modest Proposal (06/06/2012)
"For the time being, London remains the world center for professional bullion trading, thanks to its time-zone advantage and its unique infrastructure and expertise. Gold bullion turnover in the London market averages more than $240B per day."
Beware of False Claims About Rare Earth Metals: Bob Wolf (06/05/2012)
Bob Wolf, Alliance LLC vice president, doesn't believe everything he reads. Manufacturers claim they can swap out rare earth elements for cheaper, more accessible materials, while some miners insist they can fill every gap in the rare earth supply chain. In this exclusive interview with The Critical Metals Report, Wolf explains why rare earth elements are irreplaceable in many applications and outlines the patenting and permitting hurdles that producers must overcome to realize mine-to-magnet production.
The One Mineral That Will Advance Our World (06/05/2012)
"The potential for graphene applications is endless. Cell phones and durable screens aren't the end of it. Battery technology could be immensely enhanced."
Why I am Currently More Bullish Than Ever on Gold (06/05/2012)
"It can be incredibly difficult to go against the herd. The most successful investors muster the courage to buy when everyone else is selling and sell when everyone else is buying."
Have Gold, Silver and Mining Stocks Bottomed? (06/05/2012)
"We are seeing the U.S. Dollar Index futures start to roll over, while gold and silver futures are trying to form bottoms and build consolidation bases. If this is a major top in the dollar, then gold, silver, and gold miners are on sale as we speak."
Fresh Blood: Juniors that Stand Out Among Recent IPOs (06/05/2012)
"Share price hardly serves as a litmus test to intriguing junior stories. And a few juniors stand out among the latest mineral exploration IPOs in terms of exploration and exploration teams behind them."
US Mint Coin Sales Rebound in May (06/05/2012)
"The Mint sold 53,000 troy ounces of gold American Eagles coins in May, more than double the 20,000 troy ounces sold in April."
Intermarket Analysis Applied to Gold, Gold Stocks and Bonds (06/05/2012)
"The precious metals complex has put in a bottom and an ensuing peak in bonds would not only confirm the bottom but would add fuel to the rebound."
Golden Days Ahead: Dave Kranzler (06/04/2012)
Savvy investors and central banks in Asia are accumulating physical gold, the most stable form of value. In an exclusive interview with The Gold Report, Dave Kranzler, founder of Golden Returns Capital, contrarian gold investor and newsletter writer, shares his investment outlook and explains what he looks for when investing in gold miners poised to profit from economic turbulence.
Royalty Firms Could Spur Junior Miner Deal Bonanza (06/04/2012)
"With the recent pullback in precious metal prices and slumping stock markets, royalty firms could be the saviors for small and mid-tier miners who are eager to grow but strapped for capital."
Hong Kong-China Gold Imports Hit Record (06/04/2012)
"China's gold imports from Hong Kong, a proxy for overseas buying, set a record in November for the fifth consecutive month as demand from the world's largest gold consumer continued to defy expectations."
China to Impose Rare Earth Tax (06/04/2012)
"China is looking to tightly control the sale and production of rare earth minerals by instituting a new tax, even as it pursues a national rare earth reserve to stabilize prices."
It's Time to Take Advantage of the REE Dip (06/04/2012)
"I believe it's time to take advantage of this sharp pullback and make a value-driven move on rare earth stocks."
EU Policy Makers Urged to Tap into REE Supplies (06/04/2012)
"Rare earth metals in European and Nordic countries have the potential to save the region's automobile and electronics industries from uncertain imports and predesignated quotas."
Major Improvement in Gold's Interim Outlook (06/03/2012)
"The 10-month price oscillator for gold, which measures how overbought or oversold gold is, registered its first 'oversold' reading since the bottom of the credit crisis in late 2008."
All Hail! Grade Is King Again for Junior Gold Stocks (06/01/2012)
"A number of gold juniors are looking to make their projects more palatable—and generate far quicker payback for investors—by decreasing their scope and/or focusing on higher grades."
Precious Metals and Miners Beginning to Outperform General Markets (06/01/2012)
"Recently, the gold and silver miners have been outperforming the S&P 500, indicating that we may be seeing the rotation from overvalued equities into the undervalued miners."
The Myths and Realities of a Gold Standard (06/01/2012)
"The gold standard is now within the living memory of just a few million Americans, nearly all of whom would be dangerous behind the wheel. But thanks to money printing and federal deficits, the idea of a gold standard has resurfaced in the public's consciousness."
Is the Market at a Historic Turning Point? Top Watchers Say. . . (06/01/2012)
Legendary Dow Theory Letters Writer Richard Russell issued a big bear warning May 27. In a special early alert for his subscribers, he announced that his analysis of the April to May activity on the Dow Jones Industrials showed the continuation of a primary bear market that started on October 9, 2007. "We are now dealing with the latter part of the primary bear market. . .subscribers should now follow a course of utmost caution," he said. "As for gold, I think it will be under pressure for a while, but before this bear market is over, gold will embark on a major bull move. The current correction in gold will test every goldbug's nerves," he added.
The Gold Report asked other market watchers for their interpretations of the numbers and the impact these trends could have on the price of gold and gold equities. Their responses reflected their unique perspectives.
The Ultimate Gold Bull Peter Grandich vs. The Muted Bear Steve Palmer (06/01/2012)
Is gold preparing for another shot up to $2,500/ounce heights or on the way down after being overbought? In this exclusive interview with The Gold Report, two respected names in the investing world share their arguments for what could happen in the coming years and how to profit from it. Financial Adviser Peter Grandich predicts a lot more upside while AlphaNorth Asset Management Chief Investment Officer Steve Palmer has a more cautious outlook on the shiny metal. Where are you putting your money?
The Golden Wealth of Turkey (06/01/2012)
"When I talk about the Love Trade, India and China are frequently discussed since the two countries have been dominating world jewelry demand. Turkey's love for gold, though, cannot be overlooked, as an estimated 5,000 tons have been accumulating in people's homes for years."
Global Gold Mining Trends (06/01/2012)
"Where in the world is the gold coming from? As investors, it behooves us to understand the forces that are driving industry trends, the same forces that may govern the decision-making process of a miner looking for gold."
Rare Earth Elements in Medicine (06/01/2012)
"Their unique properties, such as radiation emission or magnetism, allow REEs to be used in many different therapeutic and diagnostic applications in modern medicine."
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