Streetwise Articles
What's Next for Potash Producers: Jaret Anderson
Source: Zig Lambo of The Energy Report (2/9/12)
Major potash stocks are beginning to raise eyebrows with impressive profit margins. But as this developing market expands, industry giants will face competition from greenfield and brownfield projects in the works. In this exclusive interview with The Energy Report, Mackie Research Capital Analyst Jaret Anderson debriefs us on some fascinating development stories that are poised to change where and how the most successful potash producers operate.
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China's Rebalancing Should Be Good for Gold Demand
Source: Ben Traynor, BullionVault (2/9/12)
"The rapid growth of Chinese gold demand suggests that many of those who can afford it choose to use some of their savings to buy gold; indeed, many have chosen to store some savings as gold."
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In the Bullring with Gold
Source: Frank Holmes, U.S. Global Investors (2/8/12)
"To goldbugs, two more years of near-zero short-term interest rates means negative real interest rates are here to stay, and this has historically been a strong driver for higher gold prices."
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Gold Prices Driven Higher by Europe and China: Greg Weldon and Grant Williams
Source: JT Long of The Gold Report (2/8/12)
Preserving wealth in a volatile political and financial world is a job for gold. Greg Weldon, publisher of Weldon's Money Monitor newsletter and Grant Williams, a portfolio advisor at Vulpes Investment Management in Singapore, will share their insights at the Cambridge House California Investment Conference Feb. 11–12. In this exclusive interview with The Gold Report, they answer the question: How low and high can gold go?
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Stop Imagining Possibilities; Start Seizing MLP Profits
Source: James Baldwin, Money Morning (2/8/12)
"The midstream sector of the energy supply chain is the best and easiest way to make money in energy today."
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Where a Nation's Gold—and Your Gold—Should Be Held
Source: Julian Phillips, Gold Forecaster (2/8/12)
"Governments feel free to impose restraints on other people's assets within their jurisdiction."
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Gold Steady as Dollar Hits Two-Month Low
Source: Ben Traynor, BullionVault (2/8/12)
"Wholesale market prices for gold bullion held steady just below $1,750/oz Wednesday morning in London, a 2.2% gain on yesterday's low, after rallying Tuesday following comments from U.S. Federal Reserve Chairman Ben Bernanke."
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Iran Is Now a Full-Blown Crisis; Stage Set for $200 Oil
Source: Kent Moors, Money Morning (2/8/12)
"As the brinksmanship intensifies, so will the price of crude oil. Tehran, in this dangerous game of international chicken, really only has one card to play—the Strait of Hormuz."
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Aviation and Military Biofuels: New Thinking on Finance, Fuels
Source: Biofuels Digest, Jim Lane (2/8/12)
"The U.S. Navy and international airlines struggle to foster sustainable, affordable aviation biofuels. New thinking in finance may finally clear the runways for takeoff."
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MLP Ex-Dividend Dates Ex-amined
Source: Hinds Howard, MLP HINDSight (2/8/12)
"It's hard to tell how efficiently the market accounts for distribution ex-dates because a lot of market noise can happen between close on the prior day to the opening print on the ex-date."
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Gold Stars in Greek Drama
Source: Ira Epstein, The Linn Group (2/8/12)
"Currently, gold is trading off events created by the ongoing Greece financial drama. Behind the scenes, there's the possibility of quantitative easing programs coming back into play, not only here in the U.S., but abroad as well."
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A New Reason Gold Stocks Will Soar
Source: Jeff Clark, Casey Research (2/8/12)
"An increasingly desperate clamor for exposure to gold could light a short fuse for our market sector. It's not here yet, but when the rush starts, it will be both breathtaking and life-changing."
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Graphite and Rare Earth Metals for the 21st Century: Jack Lifton
Source: The Critical Metals Report Editors (2/7/12)
The list of once-obscure metals and minerals that are becoming "strategic" seems to be growing daily. However, population growth and rising living standards in developing countries are driving demand for most raw materials. In this exclusive interview with The Critical Metals Report, Institute for the Analysis of Global Security Senior Fellow Jack Lifton explains how increasing demand and harder-to-mine deposits are raising prices on these essential materials.
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MLPs—Wall Street's Best-Kept Secret: Yves Siegel
Source: George S. Mack of The Energy Report (2/7/12)
Despite depressed natural gas prices, investors in master limited partnerships (MLPs) leveraged to natural gas liquids can expect both excellent income and share price appreciation, says Credit Suisse Senior Analyst Yves Siegel. In this exclusive interview with The Energy Report, Siegel discusses his favorite MLPs and their winning formula for double-digit returns.
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Iran Moves to Speed Up Bill Banning Oil Exports to EU
Source: Aresu Eqbali, Platts (2/7/12)
"Members of the Iranian parliament are moving to accelerate a bill that would halt oil exports to the European Union ahead of an EU ban on oil imports from Iran that comes into force on July 1."
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The Keystone Delay Won't Stop These Canadian Oil Sands Stocks
Source: Martin Hutchinson, Money Morning (2/7/12)
"While the Keystone Pipeline continues to twist in the wind, investors shouldn't ignore the Canadian energy sector, especially the Athabasca tar sands."
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The Fed Resumes Printing
Source: Bud Conrad, Casey Research (2/7/12)
"The gold price is driven by Fed policies and its bias toward printing money rather than defending the dollar's purchasing power."
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Precious Metals Remain Strong as Greece Nears Deadline
Source: Eric McWhinnie, Wall St. Cheat Sheet (2/7/12)
"Although the euro is giving a boost to the dollar, gold and silver continue to maintain key support levels."
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Gold's Journey Continues
Source: Guiseppi Borelli, The Unpunctured Cycle (2/7/12)
"Gold is the Odysseus of the markets, destined to wander the hinterland of the financial world for years without achieving the deserved safe haven status."
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Oil and Gas Stock Outlook
Source: Zacks Equity Research (2/7/12)
"Crude oil's near-term fundamentals remain mixed, to say the least. The long-term outlook for oil, however, remains favorable given the commodity's constrained supply picture and continued strength in the major emerging economies."
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Finding Fundamentals Key to Gold Investing: Byron King
Source: Brian Sylvester of The Gold Report (2/6/12)
The market isn't rewarding fundamentals just yet for precious metal miners, according to Byron King, editor of Daily Resource Hunter, Outstanding Investments and Energy & Scarcity Investor. But in this exclusive interview with The Gold Report, King maps out when rising gold prices will actually lead to rising stock prices for companies with quality projects and solid treasuries.
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Gold Rollercoaster Heads Yet Lower
Source: Ben Traynor, BullionVault (2/6/12)
"Gold prices began their downward move on Friday following the publication of better-than-expected U.S. nonfarm jobs data."
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Was Friday's Price Action in Gold Signaling a Top in the S&P 500?
Source: Chris Vermeulen, The Gold And Oil Guy (2/6/12)
"Ultimately, the Federal Reserve's most recent announcements have served to help flatten the short end of the yield curve further while providing a launching pad for equities and precious metals."
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Energy Investing in an Election Year
Source: Kent Moors, Money Morning (2/6/12)
"Where are energy issues in the pecking order of the policy debate? If we can figure that out, we can better lay out our investment plans for the year, too."
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Dangerous Times Ahead
Source: Toby Connor, Gold Scents (2/5/12)
"Gold is almost certainly going to be locked in a very choppy, extended trading range till at least the fall, and probably into next spring, before the next C-wave can breakout to new highs."
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