Will China's Trade Agenda Squeeze Fluorspar Supply?
Source: Peter Byrne of The Critical Metals Report  (11/27/12)
One of the world's leading experts on industrial chemicals explains the convoluted market for fluorspar, a component of many household products. In this interview with The Critical Metals Report, IHS Chemical's Ray Will explains how a rebound of the global supply of fluorspar is tied to the fluctuating trade agenda of the mineral's largest consumer, China. Learn why Canada and Mexico are poised to increase production of the valuable raw material using previously abandoned mines and new technologies. More >

Rick Rule: A Global Perspective on US Energy Independence
Source: Karen Roche of The Energy Report  (11/27/12)
Could politicians' talk of the U.S. becoming energy self-sufficient be coming true? Rick Rule, founder and chairman of Sprott Global Resource Investments Ltd., explains how world energy market dynamics will shift as the U.S. reaches natural gas exporter status. From oil, gas and uranium, to hydro and geothermal, with a detour into energy infrastructure plays, Rule shares the rules he invests by in this Energy Report interview. More >

Shale Gas Has Poland on Verge of Energy Boom
Source: Kent Moors, Oil & Energy Investor  (11/27/12)
"Polish officials have committed to a rapid development of unconventional gas." More >

The Red Queen Syndrome
Source: Rick Mills, Ahead of the Herd  (11/27/12)
"China has recently released its new energy plan and it effectively ends the pause on new nuclear construction." More >

Uranium Stocks to Benefit From Nuclear Resurgence
Source: Don Miller, Money Morning  (11/27/12)
"Nuclear power is poised to make a comeback." More >

How to Play Your Gold Stocks Now
Source: Jeff Clark, Casey Research  (11/27/12)
With the Fed, ECB and BOJ pulling stimulus rabbits out of the printing hat, and the UK, Switzerland and China all adding to their balance sheets, gold is headed a lot higher and will subsequently pull the stocks with it. More >

Gilead Leaps to First with Phase 3 Success for All-Oral Hepatitis C Drug Program
Source: Ryan McBride, Fierce Biotech  (11/27/12)
"Gilead Sciences is sprinting ahead with initial positive results from a Phase 3 study for what could be a first all-oral combination therapy for certain patients with chronic hepatitis C virus in the U.S." More >

Gold Prices Experience a 'V' Shaped Bounce
Source: Bob Kirtley, SK Options Trading  (11/27/12)
"The white-knuckle ride continues and volatility is the order of the day, which will continue to shake out the weaker hands, which in turn presents investors with another buying opportunity before this bull gains some traction and gold prices head north with some gusto." More >

In Search of the Next Bakken Shale Oil Field
Source: Tony Daltorio, Money Morning  (11/27/12)
"Even Alaska, already a vast oil producer, has large shale oil deposits ready to be exploited. Its North Slope shale formation may hold as much as 2 Bblb of oil." More >

Three Sharp Pencils in the Graphite Game
Source: Mickey Fulp, Mercenary Geologist  (11/26/12)
"Graphite is next in line for a commodity boom." More >

Fund Managers Face Off in the Quest for Mining Profits
Source: JT Long of The Gold Report  (11/26/12)
Buy and hold or go for the tenbagger? Two successful money managers, Adrian Day and Brian Ostroff, sat down with The Gold Report at the Hard Assets Conference to share their forecasts for 2013. Although the two have very different investing approaches, they came to some of the same conclusions about the future of gold and the companies that could make it through the next cycle. More >

Real Rates and Gold
Source: Adam Hamilton, Zeal Research   (11/26/12)
"The inflation associated with negative real rates ignites gold price gains far exceeding that inflation." More >

As Pharmas Seek Innovation, Biotechs Eye Bigger Stick
Source: Marie Powers, BioWorld  (11/26/12)
"Pharmas have a five- to eight-year period to 'maximize the molecule' by translating their R&D programs into value in the marketplace or risk obsolescence. That's an area where biotechs can potentially enhance the return on investment, particularly in technologies such as therapeutic vaccines, stem cells and tissue replacement." More >

Is Genetically Modified Food Killing Us?
Source: Alex Daley, The Daily Reckoning  (11/26/12)
"Opinion papers like this—while not to be confused with conclusions resulting from solid research—are a critically important part of the scientific process. Professors Carman and Heinemann provide a very important public good in challenging the strength of the due diligence process for RNAi's use in agriculture." More >

FSD Drugs Advance as Women Push for Equal Access
Source: Alex Philippidis, Genetic Engineering & Biotechnology News  (11/26/12)
"The market for female sexual dysfunction (FSD) drugs is believed larger than the market for male sexual dysfunction treatments (estimates range from $4-5B), since the percentage of women with FSD between ages 18 and 59 (43%, according to some studies) is higher than that for men (34%)." More >

The Huge Risk-Reward Scenario with East Africa Oil
Source: Jen Alic, Oil & Gas Investments Bulletin  (11/25/12)
"The new wealth being created by energy companies is a strong incentive for the different ethnic groups in East Africa to work together." More >

As Drug Industry's Influence over Research Grows, So Does Potential Bias
Source: Peter Whoriskey, Washington Post  (11/24/12)
"The New England Journal of Medicine is not alone in featuring research sponsored in large part by drug companies—it has become a common practice that reflects the growing role of industry money in research." More >

Trouble Ahead in 2013?
Source: Clif Droke  (11/23/12)
"The Kress cycle outlook describes the coming year as potentially dangerous." More >

Rick Rule: Be a Risk Manager, Not a Reward Chaser
Source: Karen Roche of The Gold Report   (11/23/12)
The Gold Report met up with Rick Rule, founder and chairman of Sprott Global Resource Investments Ltd, at the Hard Assets Conference in San Francisco. In this interview with The Gold Report, he shares his belief in the power of gold as both "catastrophe insurance" and an investment vehicle. As to equities, he sees a new discovery cycle lifting the prospects of majors and juniors alike, as long as they act like "rational" businesses. More >

This 'X Factor' Controls the Price of Gold Stocks
Source: Chris Mayer, The Daily Reckoning  (11/23/12)
"Analyst forecasts on gold have been wrong for years. And they’ve been wrong always in the same direction — too low!" More >

Three Events Worth Watching
Source: Frank Holmes, Frank Talk  (11/21/12)
"Make sure your portfolio is well prepared." More >

Hard Times Yield Smarter, Leaner Junior Miners
Source: Dorothy Kosich, Mineweb  (11/21/12)
"Ernst & Young's new Mining Eye Index examines how junior mining companies respond to finance challenges." More >

Michael Berry: When Picking Mineral Stocks, It's Management, Management, Management
Source: George S. Mack of The Gold Report   (11/21/12)
Michael Berry believes the declining dollar is the real driver behind the gains in gold and silver and that silver is undervalued relative to gold. In this interview with The Gold Report, Berry, co-founder of Discovery Investing and pioneer of the Discovery Investing Scoreboard, discusses the factors that are now driving valuation and highlights some micro-cap stocks that the market has ignored. More >

Billionaires Buying Gold Bullish for the Yellow Metal
Source: Deborah Baratz, Money Morning  (11/21/12)
Gold buying by some of the world's most successful investors is a strong argument that gold prices, despite their impressive rise over the past several years, still have a long way to go. More >

Gareth Hatch: Supply Chain Economics Drive Rare Earths Stocks
Source: Brian Sylvester of The Critical Metals Report  (11/20/12)
There are few mining sectors where chemistry, metallurgy and the supply chain meet in such a complex yet potentially profitable way as rare earths. Companies must keep an eye perpetually toward the future, making prescient judgments about end-user demands and constantly evolving technologies. In this interview with The Critical Metals Report, Gareth Hatch, founding principal of Technology Metals Research and president and director of Innovation Metals Corp., gives an update about which projects are closest to production and which have the right recipe to entice customers. More >