Streetwise Articles
The Wireless Revolution Hits Medicine
Source: The Wall Street Journal, Ron Winslow (4/16/12)
"The digital world has been in a separate orbit from our medical cocoon, and it's time the boundaries be taken down."
More >
Are Gold Stock Fundamentals Still Bullish?
Source: Jordan Roy-Byrne, The Daily Gold (4/16/12)
"We seek to understand if the poor performance of gold stocks is a harbinger of things to come or if it is an example of a major correction in an ongoing bull market."
More >
Got Liquids?
Source: Hinds Howard, MLP HINDSight (4/14/12)
"A sharp decline in the 10-year interest rate helped MLPs outperform this past week."
More >
Treating Depression with Electrodes Inside the Brain
Source: CNN Health, Sanjay Gupta and Andy Segal (4/14/12)
"The procedure, called deep brain stimulation, targets a small brain structure known as Area 25, the 'ringleader' for the brain circuits that control our moods."
More >
Silver Miners Building for Breakout: Chris Marchese
Source: Zig Lambo of The Gold Report (4/13/12)
The health of the U.S. economy may not be quite as robust as some government statistics indicate and more stimulus could be on the way, despite what the Fed may be saying. Regardless of which way the economy goes, Chris Marchese, contributor to The Morgan Report, tells us in this exclusive interview with The Gold Report that precious metals will go higher as investors seek protection from the effects of monetary policies that don't work. In the process, he expects that greatly undervalued mining shares of silver producers will again shine in the eyes of investors and highlights several of his favorites at current bargain prices.
More >
Bearish Channel Escaped as Gold Heads for Weekly Gain
Source: Ben Traynor, BullionVault (4/13/12)
"Yesterday, gold prices jumped 1.6% during U.S. trading, holding onto most of those gains during Friday's Asian session, despite the release of lower-than-expected Chinese growth figures."
More >
Gold and Silver Wait Patiently for More Easing
Source: Eric McWhinnie, Wall St. Cheat Sheet (4/13/12)
"Surveys continue to debate whether or not the Fed will provide additional easing, but gold and silver, the time-tested safe havens of the world, wait patiently as the inevitable devaluation of fiat currencies take place around the world."
More >
Gold Prices Headed for $2,000/oz
Source: Money Morning (4/13/12)
"Gold's current dip is a buying opportunity before the precious metal bottoms."
More >
Natural Gas Companies: A Contrarian Bet on Higher Prices
Source: Diane Alter, Money Morning (4/13/12)
"With ample stores and cheap prices, natural gas-related equities have taken a beating. While it is always difficult to call a bottom, the tide may be turning for natural gas companies despite the latest data."
More >
Junior Resource and Biotech Investing Share Profit Potential
Source: Alex Daley and Doug Hornig, Casey Research (4/12/12)
Several Casey Research publications focus on the junior resource sector because this is a prime speculative market—one where individual investors can still turn a small amount of money into a fortune, provided they bring the proper tools to the table. Yet resource juniors by no means stand alone. Biotechnology is another good market for speculation. In fact, despite the very different science and economics at work, the biotech and junior resource sectors share some interesting traits. Investors will find a lot to like in both.
More >
Brazil's Biofuel Boom: Mark McHugh
Source: Peter Byrne of The Energy Report (4/12/12)
Believe it or not, industry experts see biofuels accounting for up to 25% of global energy consumption by 2050. With this long-term vision in mind, Mark McHugh, president and CEO of consultancy firm CenAm Energy Partners SA, assesses the current biofuel industry from his base in Brazil, the seat of the growing industry. In this exclusive interview with The Energy Report, McHugh explains why specialized energy feedstocks are the solution to current technological and political growth constraints, predicting that biofuel investment returns may rival historic fossil fuel profit ratios.
More >
Vaccine Therapies Hold Promise for Investors: Stephen Dunn
Source: George S. Mack of The Life Sciences Report (4/12/12)
Developing vaccines to treat and/or prevent disease promises life-changing benefits for patients and unique opportunities for investors. In this interview with The Life Sciences Report, LifeTech Capital Senior Managing Director and President Stephen Dunn discusses the roadblocks encountered by some developers of immune therapies and how other companies are working around those obstacles, producing investment opportunities in the process.
More >
Canadian Juniors' Cash Holdings Look Fat as Market Caps Sink
Source: Kip Keen, Mineweb (4/12/12)
"Cash highs may support an emerging sentiment among analysts that, on the whole, the junior market is oversold. Meaning: it could be time to invest in some juniors."
More >
'Useless' Gold Overtakes Platinum
Source: Adrian Ash, BullionVault (4/12/12)
"Gold's relative lack of industrial use makes it a far better defense against the kind of economic turmoil suffered since our financial crisis broke in mid-2007: platinum is up 24%; gold is up 153%."
More >
A Return to the Gold Standard or Gold Behind Currencies, Part 2
Source: Julian Phillips, The Gold Forecaster (4/12/12)
"Today we face the two almost compensating forces of inflation and deflation. When they strike together, it appears that stability is achieved, with low net inflation and low net deflation. But this is a dangerous balancing act that can, after a while, turn very mercurial."
More >
Playing the Immune System for Profit
Source: George S. Mack, The Life Sciences Report (4/12/12)
I had an opportunity to pose some questions once again to Stephen Dunn who is president and senior managing director of research at LifeTech Capital, a division of Aurora Capital, which has a presence in growth hotbeds India and China. LifeTech is one of those boutique investment banks that researches small-cap stocks that need capital and attention. The firm specializes in biotech and medtech, and it really does get an opportunity to get inside little companies to know the people and to understand the science. Dunn gets to do things that he wouldn't get to do in a bulge-bracket banking environment, and after 25 years in his industry he has done nearly everything, including negotiations for intellectual property agreements to product deals, venture capital and mergers and acquisitions. . .
More >
Graphite Has Surged 250%
Source: Nick Hodge, Energy & Capital (4/12/12)
"Now is the time to take advantage of the graphite bull. Prices for the mineral have surged 250% in the past few years thanks to a number of factors."
More >
Gold Equities Gaining Credibility: Doug Groh
Source: Brian Sylvester of The Gold Report (4/11/12)
While gold equities continue to trail the gold price, junior stocks are gaining traction according to Doug Groh, co-portfolio manager and senior analyst with Tocqueville Asset Management. He believes investors should not let the market's risk aversion keep them out of a stock picker's market. The trick, Groh reveals in this exclusive Gold Report interview, is to pick managements, not jurisdictions.
More >
Gold Steadies as Italy, Spain Face Higher Borrowing Costs
Source: Ben Traynor, BullionVault (4/11/12)
"Gold hovered near $1,600/oz as European stock markets recovered some ground following yesterday's losses."
More >
Can Russia and China Break the Gas Supply Price Deadlock?
Source: Stuart Elliott and John Roberts, Platts (4/11/12)
"Chinese natural gas demand is expected to continue to strengthen in the next decade, and part of its needs could still be met by Russian imports despite the continued deadlock over a pricing policy."
More >
The Keystone Pipeline Fallout: Canada Makes Over a Billion New Friends
Source: James Baldwin, Money Morning (4/11/12)
"You can forget about energy independence for now. Without Canadian oil, it is nothing but an American pipe dream. In the wake of the Keystone pipeline decision, Canada has decided to play ball with China instead."
More >
Sell in May and Go Away?
Source: Keith Schaefer, Oil & Gas Investments (4/11/12)
"Market action in 2012 is saying strongly that would be the wrong track for investors."
More >
Investing in Graphite's Growth: Kevin Puil
Source: Brian Sylvester of The Critical Metals Report (4/10/12)
As the boundaries of technology continually expand, so does the demand for graphite. With uses developing and supply mainly controlled by China, prices for graphite should continue to climb, says Kevin Puil, senior analyst for the Encompass Fund and portfolio manager with San Francisco-based Malcolm H. Gissen & Associates. In this exclusive interview with The Critical Metals Report, Puil shares some junior miners set to soar alongside demand.
More >
Sweet Spots in a Patchy Oil Price Landscape: Frank Saldana
Source: Zig Lambo of The Energy Report (4/10/12)
A variety of geopolitical, economic, technical, regulatory and transportation factors are having some confusing effects on U.S. prices for oil, natural gas and gas by-products. In this exclusive interview with The Energy Report, Frank Saldana, senior E&P energy analyst at C. K. Cooper & Company, explains how these various factors impact the domestic producers of oil and gas products and talks about several attractive investment opportunities in the current market environment.
More >
For Gold to Rise, Physical Buyers Must Return
Source: Geoff Candy, Mineweb (4/10/12)
"Despite weaker-than-expected U.S. jobs numbers out last week and renewed hopes of QE3, analysts say that the physical market needs to return if gold is to start re-gathering momentum."
More >