Streetwise Articles
Don't Sweat the Correction in Gold
Source: Jeff Clark, Big Gold (11/18/11)
"When the gold price falls, come back in three months and see if you're still worried. The price will recover and, in time, fetch new highs."
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Gold Rallies after 'Hard Hit'
Source: Ben Traynor, BullionVault (11/18/11)
"Gold rallies after hard hit; ECB now only significant bond buyer; UK has lots more scope for QE"
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Not Your Father's Gold Market
Source: Adrian Ash, Bullion Vault (11/18/11)
"Where gold amid the Great Depression was all about three T'steeth, trinkets and terrorit had morphed into a combination of Krugerrands, futures, and 'certificates of confiscation,' government bonds paying way less than inflation."
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Gold Demand Hits New Record with Central Bank Buying Up Sixfold
Source: Jason Hamlin (11/18/11)
" Q311 gold demand reached 1,053.9 tons, an increase of 6% compared to the same period last year."
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Too Much Money, Not Enough Gold
Source: Andrew Mickey, Wealth Daily (11/18/11)
"Gold prices are on the verge of a significant breakout."
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Curtis Trimble: Be Nimble, Quick and Play the Shales
Source: George Mack of The Energy Report (11/17/11)
With energy prices flat to down in a murky global economy, MKM Partners Managing Director Curtis Trimble says investor agility is essential. In this exclusive interview with The Energy Report, Trimble talks about his favorite names and some of the fuel-rich plays that make them interesting.
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Five Prevalent Misconceptions About MLPs
Source: Hinds Howard, MLP Hindsight (11/17/11)
"There are retail and institutional MLP investors that don't know much about them, some of them may even know things about MLPs that are not true."
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Is It a Good Time to Invest in Pipeline Companies?
Source: Marin Katusa, Casey Research (11/17/11)
"The entire existence of these companies is premised upon their pipelines, so not surprisingly it's their assets we investigate first."
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Crop-Killing Drought to Push Food Inflation Even Higher
Source: David Zeiler, Money Morning (11/17/11)
"'The food will be available; you're just going to pay a higher price.'"
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Renewable Investments Growing Fast
Source: Brianna Panzica, Energy & Capital (11/17/11)
"By 2020, expanding investments in wind and solar power projects could rise to $395 billion."
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In Mining, the Trend Is Small
Source: Canadian Business, David Garofalo (11/17/11)
“Another phenomenon is quietly playing out in Canada: a continued strengthening of merger-and-acquisition activity in the mining sector, which could boost what are now severely compressed equity valuations.”
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Here's Why Goldman Sachs Is Staying Long Gold
Source: Eric McWhinnie, Wall St. Cheat Sheet (11/16/11)
"'We expect U.S. real interest rates to remain lower for longer, supporting higher gold prices through 2012.'"
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Brent Cook: How to Improve Your Odds
Source: Karen Roche of The Gold Report (11/16/11)
In the high-risk junior resource sector, 95% of the companies investors might choose will fail to hit paydirt. For your best chance to pick winners from among the remaining 5%, Exploration Insights Editor Brent Cook has some advice—including ideas about where to find good advice. In this exclusive interview with The Gold Report, conducted during the 2011 New Orleans Investment Conference, Cook makes the case that selecting juniors whose properties are most likely to pass the drill test also gives investors an ideal, built-in exit strategy.
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Adrian Day: Tax-Loss Selling May Hit Gold Stocks Soon
Source: Karen Roche of The Gold Report (11/16/11)
After a big spike up and an overdue correction in the gold price, Adrian Day, chairman and CEO of Adrian Day Asset Management, says that the king of metals is settling back into the steady rise in price that we've grown accustomed to over the past several years. He expects that to continue because the demand drivers have not gone away. But gold equities? As Day tells The Gold Report in this exclusive interview—conducted during the New Orleans Investment Conference—their lackluster performance in light of the gold price's ever-upward march is "just astonishing." To top it off, tax-loss selling at year-end may mean these equities have yet to hit their bottoms.
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Euro Crisis "Gets Worse Every Day", Britain May Get "A Lot More QE", Gold Jewelry Preferred to Platinum in China
Source: Ben Traynor, Bullion Vault (11/16/11)
"'Gold jewelry has been in great demand due to the rising price of gold and the perception of gold as a store of value.'"
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Thom Calandra: Taking Calculated Yet Extreme Risks in Mining
Source: Karen Roche of The Gold Report (11/16/11)
Thom Calandra, a long-time journalist and mining investor, knows what risks to stomach in search of jaw-dropping returns. Geopolitical risk, for one. Karen Roche of The Gold Report caught up with him at The New Orleans Investment Conference to see what this 30-year veteran of analyzing financial markets took away from the event. In this exclusive interview, Calandra revealed what mining gems he'll be eyeing for his portfolio and why he'll never invest without setting foot on a project first.
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Gold Producers Lead While Developers and Explorers Lag
Source: Jordan Roy-Byrne, The Daily Gold (11/16/11)
"Though we are likely at least two to three years from the birth of a bubble, does it mean the non-producers will continue to underperform in the meantime?"
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Is Germany Eyeing the Exit?
Source: Ben Traynor, BullionVault (11/16/11)
"Germany has come to realize that it faces a choice: fiscal integration or debt monetization. It has chosen the former."
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Peak Oil for Dummies
Source: Ian Cooper, Wealth Daily (11/16/11)
"Peak oil has nothing to do with running out of oil; it is the "easy to get to" oil is gone."
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Pocket Full of Euro Gold: How Gold and Oil Will Fare Against the Dollar and Euro
Source: Adam Lass, Wealth Daily (11/16/11)
"Someone's gonna print a boatload of money—and soon. And when that happens, assets like gold and oil will rise in price."
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Pocket Full of Euro Gold: How Gold and Oil Will Fare against the Dollar and Euro
Source: Adam Lass, Wealth Daily (11/16/11)
"Someone's gonna print a boatload of money—and soon. And when that happens, assets like gold and oil will rise in price."
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Brian Chin: Rare Earth Metals Producers with First-Mover Advantage
Source: Brian Sylvester of The Critical Metals Report (11/15/11)
The rare earth elements sector is poised for long-term growth, but Brian Chin, a research analyst with Gabelli & Company Inc., recommends investors opt for near-term producers. In this exclusive interview with The Critical Metals Report, he shares his top picks.
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Geordie Mark: Coal and Uranium Generate Heat
Source: Brian Sylvester of The Energy Report (11/15/11)
From fossil fuels to fission, growing global demand for power generation offers investment opportunities. Thermal coal is heating up and the uranium junior mining sector is set for development and a wave of consolidation. Geordie Mark, mining analyst with Haywood Securities in Vancouver, shares his thoughts in this exclusive Energy Report interview.
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The Many Factors Fueling a Return to $100 Oil
Source: Frank Holmes, U.S. Global Investors (11/15/11)
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How to Trade Oil ETFs When $100/bbl Is Reached
Source: Chris Vermeulen, TheGoldandOilGuy (11/15/11)
"Oil was once the commodity to trade. Now the market is more metals-focused. But even if a commodity is not under the direct spotlight, you can still trade it—and profit."
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