MLP Week Thoughts: Graped
Source: Hinds Howard, MLP HINDSight  (5/12/12)
"There were lots of market headwinds this week, with oil, gold and stocks all down. The MLP ETF, AMLP, had its ex-date Monday, which added to the pressure." More >

Gold and Base Metal Plays: Jerome Hass and Jimmy Chu
Source: Peter Byrne of The Gold Report  (5/11/12)
Toronto-based hedge fund managers Jerome Hass and Jimmy Chu of Lightwater Partners discuss their strategic approach to taking long positions on gold, zinc and tungsten opportunities around the world. In an exclusive interview with The Gold Report, the Lightwater principals reveal several precious and base metal plays in which they have purchased stakes and define their criteria for limiting risks when taking on junior mining investments. More >

Gold Is Not a Growth Industry—It Can Just Pay Investors Big: John Hathaway
Source: JT Long of The Gold Report  (5/11/12)
John Hathaway is the senior managing director of Tocqueville Asset Management, where he manages all gold equity products and strategies. In an exclusive interview with The Gold Report, he shares why he is and will remain bullish on gold, the advice he most often gives mining companies and the investing advice that has stayed with him for almost 50 years. More >

Everything You Need to Know About Gold Prices
Source: Keith Fitz-Gerald, Money Morning  (5/11/12)
"Gold's hot. Then it's not. Now what? Where did the love for the shiny metal go?" More >

Dollar Strength 'Making It Difficult' for Gold Prices to Rally
Source: Ben Traynor, BullionVault  (5/11/12)
"Gold prices fell as low as $1,574/oz Friday morning, their lowest level since the first week of January, before recovering some ground, while dealers in major gold-buying countries report continued limited demand for precious metals." More >

Gold Takes It on the Chin. . .What's Next?
Source: Frank Holmes, U.S. Global Investors  (5/11/12)
"The markets generally overreact to negative news, however, investors should keep in mind gold's normal monthly historical volatility. Throughout the past 20 years of monthly returns, the precious metal generally increased only 0.5% in May and has historically declined in June and July." More >

Do Eric Sprott and China Still Believe in Gold?
Source: Eric McWhinnie, Wall St. Cheat Sheet  (5/11/12)
"Although gold and silver have been in a 'funk' lately, as Sprott points out, the year is not over and the reasons for holding precious metals have not changed. He also predicts that silver will be the investment of the next decade." More >

Molycorp Kicks Off Mt. Pass Concentrate Production Circuit
Source: Dorothy Kosich, Mineweb  (5/11/12)
"Colorado-based Molycorp initiated the start-up of its new mill, flotation separator and paste-tailing facility at its flagship Mountain Pass operation, located about 55 miles from Las Vegas." More >

Spot Uranium Prices Should Bottom in 2012: Scotiabank's Mohr
Source: Dorothy Kosich, Mineweb   (5/11/12)
"Scotiabank economist Patricia Mohr says the pullback in commodity prices remains relatively mild with signs pointing to a rebound this month." More >

Expression Profiles Accurately Predict Breast Cancer Response to Chemotherapy
Source: Genetic Engineering & Biotechnology News  (5/11/12)
"Scientists have identified two gene-expression profiles that can predict how well breast tumors respond to specific types of chemotherapy, independent of standard variables such as age, tumor grade and estrogen receptor status." More >

Will Mayo v. Prometheus Fire Up Pharma?: Kevin DeGeeter
Source: George S. Mack of The Life Sciences Report  (5/10/12)
Newly discovered biomarkers could provide physicians with information that will aid in the diagnosis and treatment of disease. The big question for investors is whether, in light of the recent Supreme Court ruling Mayo Collaborative Services Inc. v. Prometheus Laboratories, companies will be able to profit from that innovation. In this exclusive interview with
The Life Sciences Report, Kevin DeGeeter, senior analyst with Ladenburg Thalmann & Co. Inc., shares the names of a select group of companies with good prospects, focusing on those targeting "sweet spots" in personalized medicine. More >

Casey Research Summit Special Report Part II: Drilling Down into Oil & Gas Prices
Source: Karen Roche and JT Long of The Energy Report  (5/10/12)
The private panel that began with three key speakers at the April 27-29 Casey Research Recovery Reality Check Summit continues with a second installment in today's Energy Report. This exclusive features Casey Energy Opportunities Senior Editor Marin Katusa, Global Resource Investments Founder and Chairman Rick Rule and Casey Research Senior Editor Louis James, turning their attention to oil and natural gas prices and opportunities in equities. More >

Canadian Coal Moles: Jerome Hass and Jimmy Chu
Source: Peter Byrne of The Energy Report   (5/10/12)
For low-risk returns, Lightwater Partners' Fund Managers Jerome Hass and Jimmy Chu look seaward. Bulk commodities like metallurgical coal, they explain, offer greater stability because a small number of major buyers determine pricing, while shipping logistics provide a yardstick to determine a project's economics. In this exclusive interview with The Energy Report, Hass and Chu talk about how international supply is shifting and which junior stocks may experience a jump in a steady-as-she-goes market. More >

36 Billion Reasons to Buy Oil Service Companies
Source: Byron King, Daily Resource Hunter  (5/10/12)
"Let's say that the average Marcellus well costs $5M to drill and complete. Multiply that by 7,240 wells. That's $36.2B. That's a big number." More >

Yorkshire Potash Plan Lights Up UK Mining Hopes
Source: Telegraph, Emma Rowley  (5/10/12)
"Last week saw plans unveiled for what would be Britain's biggest mining venture since the days of coal." More >

Looking Under the Sea for REEs
Source: Rare Metal Blog, Robin Bromby  (5/10/12)
"The bottom-of-the-ocean-REE-riches story is back. Scientists at the University of Tokyo and the National Institute of Advanced Industrial Science and Technology have developed a technology that will allow undersea metals to be detected by changes in gravity." More >

Investment Banker Kevin DeGeeter's Best Idea Yet
Source: George S. Mack, The Life Sciences Report  (5/10/12)
Personalized medicine and targeted therapeutics are about narrowing down disease to achieve more definitive diagnostics and then finding more precise therapies. One could argue that every person's cancer is a different disease because the tumor cells contain the patient's own genome and are therefore different from the next individual's tumor cells. Newer genetic-based technologies are useful in detecting disease that was previously undetectable. Analyst and Director Kevin DeGeeter of New York City-based investment bank Ladenburg Thalmann & Co. Inc. follows personalized medicine and medical device companies ranging from small- to mid-cap, where investors can still reap multiples on original investment. I recently interviewed him for The Life Sciences Report and learned to look at cancer treatment in a new way. More >

Investing in Biotech Stocks: The Latest Buyout Candidate
Source: Diane Alter, Money Morning  (5/10/12)
"The M&A possibilities—as well as deep pipelines—have triggered surging investor interest in the biotech sector." More >

Canada's Deal with China Could Produce a Boom in Uranium Explorers
Source: Jeb Handwerger, Gold Stock Trades  (5/10/12)
"Cameco and Rio Tinto are predicting a supply shortage within 18 months. The last time this happened the uranium spot price rose to $138/lb." More >

Casey Research Summit Special Report: Reality Check or Checkmate?
Source: Karen Roche and JT Long of The Gold Report   (5/9/12)
One special session at the April 27–29 Casey Research Recovery Reality Check Summit wasn't on the agenda—a private panel for The Gold Report readers with three of the premier summit speakers: Global Resource Investments Founder and Chairman Rick Rule, Casey Research Senior Editor Louis James and Casey Energy Opportunities Senior Editor Marin Katusa. You won't pin them down to a timeframe, but they're looking forward to a buyer's market, as equity prices fall and volatility increases. As Rule puts it, "When the luster is off the sector, it's off all parts of the sector, so in bad markets the best companies are cheap. When the best come cheap, you have to play." More >

Sell in May and Go Away? Not this Year: Frank Holmes
Source: Frank Holmes, U.S. Global Investors  (5/9/12)
Frank Holmes, CEO and chief investment officer of U.S. Global Investors and a keynote speaker at the New York Hard Assets Conference May 14–15, explains why he believes the old expression "sell in May and go away" is not the advice to follow this year. He counsels investors to look to global stock markets and ride the global wave. More >

Asteroid Mining: The New Space Race Could be Worth Trillions
Source: Michael Robinson, Money Morning  (5/9/12)
"Here's the math that will blow your mind: A space rock the size of a museum gallery could contain resources worth $100B." More >

Why Warren Buffett Won't Invest in Gold
Source: Forbes, Steve Denning  (5/9/12)
"'If you buy an ounce of gold today,' says Buffett, 'you can go to it every day and you could coo to it and fondle it, but a hundred years from now, you'll have one ounce of gold and it won't have done anything for you in between." More >

Gold Slides Below $1,600/oz
Source: The Wall Street Journal, Matt Day  (5/9/12)
"Gold futures fell for a third consecutive session as investors turned to the U.S. dollar and shed perceived risky assets." More >

Bearish Gold Hits Four-Month Low
Source: Ben Traynor, BullionVault  (5/9/12)
"'Gold seemed to know only one direction today—down,' says Swiss precious metals group MKS." More >