The Good, the Bad, and the Unhealthy
Source: Juan Enriquez, The Daily Reckoning  (4/16/13)
"Today what we’re looking at is an almost impossible hurdle rate of over $1B per drug to come to market. It means that very few medicines make the hurdle rate. Occasionally, you do see one, but these are rarer and rarer." More >

Don't Panic, Buy Silver: Rick Mills
Source: Sally Lowder of The Gold Report   (4/15/13)
It looks bad for precious metals. Gold prices have fallen hard. Explorers are hurting for money. Slim treasuries mean fewer drill programs. Scarce discovery news could lead to fewer listings on the Toronto Stock Exchange. But all is not lost. In this interview with The Gold Report, Rick Mills, owner and host of Ahead of the Herd, points to the fundamentals of silver and the opportunities for stock pickers willing to invest in small bites and wait out the inevitable market ups and downs. More >

Four Things Investors Should Know About Gold's 'Bear Market'
Source: Adrian Ash, BullionVault  (4/15/13)
"See how much money you've got at risk, and remind yourself why you got into precious metals in the first place." More >

Resource Sector Paradigm Shift
Source: Eric Coffin, HRA Journal  (4/15/13)
"I still think discoveries are the best path to salvation for individual companies and perhaps the broader sector. Maybe gold gets a big bounce in the next few weeks but with the drubbing everyone has taken I don't see traders heavily on the bid unless higher gold prices are already in the rear view mirror." More >

Thinning the Junior Mining Herd Tough but Necessary: Philip Ker
Source: Brian Sylvester of The Gold Report  (4/12/13)
A dearth of financing is culling the junior mining herd. Who will be left? Philip Ker, a mining analyst with PI Financial in Toronto, believes cash-flow generators in safe jurisdictions will continue to perform in this market. In this interview with The Gold Report, Ker talks about a few favorite companies that fit the bill. More >

Companies that Can Mend the Biotech Market: Stephen Brozak
Source: George S. Mack of The Life Sciences Report  (4/11/13)
Markets are not efficient—at least not in the short term. WBB Securities President Stephen Brozak admits to frustration when he sees small-cap companies with valuations that are disengaged from market realities. But Brozak's experience as a biotech investor, banker and analyst has taught him to be patient with these disconnection syndromes, and he now delights in prospects offered by select bargain-basement opportunities. In this interview with The Life Sciences Report, Brozak touches on 10 names that have been flying far below the radars of most investors. More >

Don't Be a Retail Lemming—Buy at the Bottom: Steve Palmer
Source: Peter Byrne of The Energy Report  (4/11/13)
A short-term investor's trash is a long-term investor's ticket to returns, and with resource stocks hitting all-time lows during a time of robust commodity prices, now is the time to snap up promising energy companies, Steve Palmer asserts. As a founder of AlphaNorth Asset Management, one of Canada's market-leading investment firms, Palmer has a practiced eye for spotting winners in a troubled market. He shares his picks in this interview with The Energy Report. More >

The Bright Lights of Big Oil
Source: Frank Holmes, Frank Talk  (4/11/13)
"We believe these economic bright lights have created significant opportunities for natural resources investors." More >

What Could Ignite the Precious Metals Market?
Source: Bob Kirtley, SK Options Trading  (4/11/13)
"The value of a position in the precious metals sector would have increased for those living in the UK or Japan, but for investors living in the United States the strength of the dollar has eroded the value of their holdings in the gold and silver space." More >

West Africa—Still Early Days with Lots of Potential: Dan Hrushewsky
Source: Alec Gimurtu of The Gold Report  (4/10/13)
Jennings Capital Analyst Dan Hrushewsky sees investors' understanding of risk as directly related to the unknown. West Africa is unknown to many investors but it has a long history of mining, good infrastructure, favorable geography, many active producers and huge potential. In this interview with The Gold Report, Hrushewsky details three gold mining business models and specific companies active in West Africa that provide investors with asymmetric possibilities of limited downside and strong upside in a world-class mining jurisdiction. More >

Biopharmas Shift Q1 Fundraising into Overdrive
Source: Peter Winter, BioWorld  (4/10/13)
"Biotech companies generated $5B in the first quarter of 2013. . .The heavy lifting for the period was carried out by public companies, which were responsible for 65% of the total." More >

Every Gold Coin Has Two Sides
Source: Frank Holmes, Frank Talk  (4/10/13)
"Although the gold price has fallen with the strengthening U.S. dollar, the yellow metal is appreciating in Japanese yen." More >

Arie Papernick: A New Mining Investment Landscape Explained
Source: Brian Sylvester of The Metals Report  (4/9/13)
Life is difficult for junior resource companies. Not only are stocks and commodity prices moving sideways, but tax changes in Canada may signal less friendly treatment for exploration investment. But not all is grim, according to Arie Papernick, the head of equity capital markets at Secutor Capital Management Corp. in Toronto. In this interview with The Metals Report, Papernick says investors can still make money if they focus on companies that are producing or near production with an attractive capital structure and strong balance sheets. Royalty plays are another favorite. He reveals that the next big opportunity may be coming in the energy metals space. More >

Does Your Retirement Plan Have Staying Power? Stansberry's Doc Eifrig Has Some Advice
Source: Peter Byrne of The Energy Report  (4/9/13)
What is the best way to juice up your portfolio for a rich retirement? Natural gas and uranium are here to stay, says Stansberry Research's resident medical doctor and retirement investment guru, David Eifrig. In his interview with The Energy Report, Eifrig shares tips to maintain your financial health—but get plenty of rest and exercise so you can enjoy those golden years. More >

Stansberry Analyst Matt Badiali's Four Rules for Finding Junior Miners to Like or Avoid
Source: JT Long of The Gold Report  (4/8/13)
Too many investors fall in love with a project and forget that mining is a business, says Matt Badiali, editor of the S&A Resource Report. And business is tough these days. Still, a lot of companies' share prices have been unfairly cut down as investors who need to liquidate are selling good stocks on good news in an attempt to get a slightly higher price. These top 25% firms represent great bargains right now if you pick using the rules that Badiali sets out in this Gold Report interview. More >

Gold to Remain in Demand Medium to Long Term: Commerzbank
Source: Lawrence Williams, Mineweb  (4/8/13)
"Expansionary monetary policies are not easing but accelerating worldwide, thus destroying the value of money leaving gold as the prime store of wealth in the medium to long term." More >

U.S. Crude Exports May Be Coming
Source: Kent Moors, Oil & Energy Investor  (4/8/13)
"Price gyrations are prompting another round of concerns over supply and production." More >

The Casey Downturn Millionaires' Message: Why David Galland Is Answering His Broker's Calls Again
Source: JT Long of The Gold Report  (4/5/13)
Natural resource investors have experienced a tough year. The price of gold bullion has fallen from its 2011 highs and the prices of good junior companies have been slashed to as little as half their former valuations. All the more reason to start returning broker phone calls according to David Galland, Casey Research managing director, speaking on the Friday eve of the webinar he is moderating that features some of the biggest names in the industry.

The webinar, "Downturn Millionaires: How to Make a Fortune in Beaten-Down Markets," features Casey Research Founder Doug Casey, Sprott Global Resource Investments Founder Rick Rule, International Speculator Editor Louis James, "Endgame" Author John Mauldin and Diary of a Rogue Economist Editor Bill Bonner. In this interview with The Gold Report, Galland shares the motivation behind assembling this all-star cast for a golden wake-up call.
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Two Seniors + Five Juniors = One Amazing Gold Portfolio: Adrian Day
Source: Brian Sylvester of The Gold Report  (4/5/13)
Adrian Day, founder of Adrian Day Asset Management, finds royalty plays some of the cleanest, least risky ways to invest in precious metals. Royalties also offer high margins and the benefit of exposure to exploration. In this interview with The Gold Report, he explains why royalty companies are so hot right now and shares the names of a handful of favorite companies both large and small with royalties around the world. More >

6 Biotechs with Staggering Potential: Grant Zeng
Source: George S. Mack of The Life Sciences Report  (4/4/13)
When it comes to picking biotech stocks, does a buyside perspective matter more than a sellside? Not according to Zacks Investment Research Analyst Grant Zeng, who has straddled the divide. What really matters is research of uncompromised quality. In this interview with The Life Sciences Report, Zeng offers a primer on what he looks for in a biotech investment, and names companies with the potential for big returns. More >

Can Gas Developers Prosper with Low Prices? Ryan Galloway Says Yes
Source: Tom Armistead of The Energy Report  (4/4/13)
Low natural gas prices and volatile oil prices should not hinder investors in the oil and gas sector. In fact, low prices carry their own benefits. Casimir Capital Analyst Ryan Galloway describes a number of oil and gas juniors with savvy management, impressive development strategies and strong prospects of success that have earned a "Strong Buy" from him. Read more in this Energy Report interview. More >

What's Next for Coal?
Source: Zacks Equity Research  (4/4/13)
"Coal is by far the least expensive and most abundant fossil fuel in the country, though the emergence of large shale natural gas reserves is expected to pose tough competition going forward." More >

Counterpoint from Kevin Campbell: Canadian Junior Mining Companies—and Independent Brokers—Have a Bright Future
Source: JT Long of The Gold Report  (4/3/13)
Haywood Securities Managing Director Kevin Campbell is concerned by all the negative talk about the state of junior mining. In this reaction to an interview in The Gold Report with B&D Capital consultant Don Mosher, Campbell outlines the fundamental demand for commodities behind his conviction that this is a temporary, albeit vicious, downturn and that the TSX Venture Exchange, the industry and the experienced web of service providers that have built up around it are here to stay. More >

David Stockman: Welcome to Irrational Exuberance 2.0
Source: Karen Roche and JT Long of The Gold Report  (4/3/13)
In his new book, "The Great Deformation: The Corruption of Capitalism in America," David Stockman, former Republican U.S. Congressman, former director of the Office of Management and Budget and founding partner of Heartland Industrial Partners, levies blame for the dire straits of the global financial system on central bankers, economists and politicians of both parties. In this interview with The Gold Report, he also offers some draconian solutions, including the need for a "constitutional fiscal chastity belt" in the form of a balanced budget amendment. More >

How to Double Your Money by Investing in Copper
Source: Money Morning Staff Reports  (4/3/13)
"With copper, peak inventory levels are usually hit before a price rebound¬—sometimes with prices doubling in less than six months." More >