Streetwise Articles
What Someone Needs to Ask the Presidential Candidates
Source: James Baldwin, Money Morning (3/7/12)
"Energy is the catalyst of economic progress in America. What is each candidate's long-term energy plan to provide stability and predictability for Americans' budgets and to maintain economic growth over the next four decades?"
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US Must 'Hustle' to Reach 36B Gallons of Biofuels by 2022
Source: Daily Press, Cory Nealton (3/7/12)
"The U.S. can meet President Barack Obama's goal of producing 36B gallons of biofuels by 2022, but it better get moving."
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Should We Subsidize Natural Gas Engines?
Source: Kevin Cook, Zacks Investment Research (3/7/12)
"Clean-burning, abundant, cheap natural gas would be a triple-crown winner for the environment, the economy, and new industries, to say nothing of national energy security with less dependence on the Middle East."
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'We Still Believe' in Rare Earth Metals: Terence van der Hout
Source: Brian Sylvester of The Critical Metals Report (3/6/12)
Terence van der Hout, a research analyst with The Gold&Discovery Fund in the Netherlands and editor of Strategy Metals Bulletin, says takeovers are his sweet spot. While gold juniors are very quick to get from a discovery to a takeover, most rare earth explorers are still early-stage ventures. For these companies, as van der Hout tells The Critical Metals Report in this exclusive interview, he looks for opportunities in emerging technologies that could tip the scales.
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From Fracking to Fuel Cells—Capitalizing on the Energy Revolution: Laird Cagan
Source: George S. Mack of The Energy Report (3/6/12)
For investors seeking high potential returns and the thrill of participating in market innovation, the smallcap energy space is where it's at. Managing Director and Co-Founder Laird Cagan of merchant bank Cagan McAfee Capital Partners has built his career by backing companies that are both filling current demand and creating new markets. In this exclusive interview with The Energy Report, Cagan shares his experiences and discusses several companies at the forefront of the energy revolution.
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The LNG Shipping Sector: High Demand, High Profits
Source: Keith Schaefer, Oil & Gas Investments Bulletin (3/6/12)
"LNG has become one of the most profitable parts of the global energy patch. Shipping LNG is the most profitable sector in the global shipping industry, as day rates are soaring for these large ocean tankers."
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Fertilizer Industry Pins Hope on Urea Price Hike
Source: Live Mint, Pallavi Pengonda (3/6/12)
"If prices are increased for this chemical compound, then the pricing gap between urea and non-urea fertilizers will reduce."
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Mining Market Funk Looks to Wane as PDAC Engenders Sustained Optimism
Source: Kip Keen, Mineweb (3/6/12)
"Early 2012 markets have been relatively kind to miners and explorers after a particularly brutal second half in 2011. Will market funk return after this brief gasp of air? Here at the 2012 PDAC convention in Toronto you get the feeling there may be more oxygen in the tank."
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Has the Correction Finally Begun?
Source: Toby Connor, Gold Scents (3/6/12)
"I really doubt gold will put in a lasting bottom until the dollar's intermediate cycle tops. Barring a public announcement of QE3, that is unlikely to happen until sentiment reaches extremes again."
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Industry's Next Big Thing May Be Small Tweaks
Source: Starr Spencer, Platts (3/6/12)
"Presenters at the Houston CERAWeek convention said that small tweaks applied to known areas or current practices are likely to make the biggest impact in years to come."
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Will Oil Continue Heading Higher?
Source: Frank Holmes, U.S. Global Investors (3/6/12)
"While consumers may continue to feel the bite from higher gasoline prices, investors can use these rising prices to their advantage."
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MedTech Industry Stock Outlook
Source: Zacks Equity Research (3/6/12)
"Although still saddled with an unfavorable macro environment, the medtech indyustry is expected to fare better in 2012 thanks to attractive growth opportunities and healthy tailwinds including improving hospital spending, emerging markets and pent-up demand."
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Playing the Gold, Silver Equities Selloff: Stephen Taylor
Source: Brian Sylvester of The Gold Report (3/5/12)
The precious metals equities selloff at the end of 2011 was overdone, says Stephen Taylor, portfolio manager of The Taylor Fund and founder of Taylor Asset Management, in this exclusive interview with The Gold Report. Taylor remains bullish on gold, silver and base metals and is looking to some names that were walloped in the selloff to prosper in the next three years.
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Dollar and Oil Hold Clues About the Future
Source: J.W. Jones, Options Trading Signals (3/5/12)
"While gold has pulled back sharply, the likely move lower in the coming weeks and months will offer a strong buying opportunity for investors that are patient."
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Gold Below $1,690/oz Could Spark Fresh Selling
Source: Ben Traynor, BullionVault (3/5/12)
"China has lowered its official growth target from 8% annual growth to 7.5%. China was the world's biggest gold buyer in the fourth quarter of last year."
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Sentiment Hit Hard by Big Gold Selloff
Source: Lawrence Williams, Mineweb (3/5/12)
"That the gold market can be manipulated on Comex by big forward paper sales now seems to be obvious from the major dive suffered by gold last week, when the yellow metal initially fell over $60/oz in a matter of minutes and then got pushed down further before making a relatively minor recovery."
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Special Report from the PDAC: Experts Separate Good from Bad and Worse Juniors
Source: Brian Sylvester of The Gold Report (3/5/12)
Sunday is the quiet day at the PDAC, only 10,000 delegates or so. The convention doesn't officially open until Monday—but Sunday offered investors access to an impressive slate of newsletter writers and commodities pundits.
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Consensus $200 Oil (and That's a Lowball Figure)
Source: Kent Moors, Money Morning (3/5/12)
"Oil will remain constrained and subject to intense price volatility. The resulting strategy we have constructed to confront these market developments provides significant upside to investors. The further prospects, however, speak of an expanding base of new energy sources, first of all shale."
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Looking for Solid Science in Biotech
Source: George S. Mack, The Life Sciences Report (3/5/12)
Solid ideas in biotech come from solid research. I first spoke with analyst Carol Werther in early 1999 when I was preparing to write about Immunex, which had developed Enbrel (etanercept) for rheumatoid arthritis (RA). The product had just been approved by the FDA in November 1998, and it held the distinction of being the first in a new class of anti-tumor necrosis factor (TNF) agents that would treat autoimmune disorders, not just symptomatically but truly as a disease-modifying agent. Along would come others in this innovative category of anti-TNFs that now total approximately $15 billion (B) in annual sales and include the familiar names Remicade (infliximab) and Humira (adalimumab). . .
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Volatility Bounces Bottom Awaiting Bad News or Selling to Strike!
Source: Chris Vermeulen, The Gold and Oil Guy (3/4/12)
"When fear is just starting to ramp up gold tends to be a neutral or a little weak. But not long after investors start selling their shares of securities, we see money flow into the shiny yellow safe haven."
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Bankers Win, Investors Lose
Source: Hinds Howard, MLP HINDSight (3/4/12)
"The equity issued, combined with mixed earnings results and falling commodity prices, led to MLP underperformance this week, but MLPs did fine compared with energy stocks."
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Silver Stocks Building for Breakout in 2012: Sean Rakhimov
Source: Zig Lambo of The Gold Report (3/2/12)
Silver price volatility provides some exciting profit opportunities for investors who develop the right strategies to take advantage of the action. In this exclusive interview with The Gold Report, Sean Rakhimov, publisher of the SilverStrategies.com website, talks about how the global forces of monetary policy and fear are expected to push investment demand for silver much higher and highlights some companies he expects to profit most from the coming silver boom.
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Gold Far From Bubble Phase: Marc Faber
Source: Karen Roche of The Gold Report (3/2/12)
With more than 40 years as an economist to his credit and claiming gold as the "biggest position in my life," Gloom Boom & Doom Report Publisher Marc Faber assures us that gold is nowhere near a bubble phase, but cautions that corrections of 40% are not unusual in a bull market. At the end of March, Faber will share his secrets for surviving corrections at the World MoneyShow in Vancouver. In advance of that appearance, he sat down with The Gold Report for this exclusive interview where he discusses his bias for portfolio diversification in terms of geographies as well as asset classes.
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Gold Down on Greek Uncertainty
Source: Ben Traynor, BullionVault (3/2/12)
The gold price fell to $1,708/oz Friday in London as stock and commodity markets also fell slightly amid ongoing uncertainty over the Greek bailout deal.
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Will the Gold and Silver Smackdown Deter Investors?
Source: Eric McWhinnie, Wall St. Cheat Sheet (3/2/12)
"Although gold and silver receive more than their fair share of selling pressure, they continue to remain the best option to preserve wealth."
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