Streetwise Articles
A Potash Milestone
Source: Rick Mills, Ahead of the Herd (11/3/11)
"Over the next fifty years, as we add another 4.5 billion people to the world's population, global demand for food will increase almost 70% if population growth predictions are correct."
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The Elusive MLP Free Lunch
Source: Hinds Howard, MLP Hindsight (11/3/11)
"Researching individual stocks is not a core competency of many advisors, and cheap, liquid ETFs make hiring a manager unattractive."
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Michael Berry: Questions to Ask Every Mining Company
Source: Brian Sylvester of The Gold Report (11/2/11)
Could a few simple questions help you find winners in the mining space? Dr. Michael Berry, publisher of Morning Notes, thinks so. Berry has taken years of experience picking resource stocks and boiled it down to key questions he asks of every company. He has refined his Discovery Investing philosophy into the Discovery Investing Scoreboard software, which debuts for investors in January at the Cambridge House Symposium in Vancouver. Berry turns his high-powered analysis toward the European debt crisis and what it means for gold in this exclusive interview with The Gold Report.
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The EU Flunks The Test
Source: Giuseppe L. Borrelli (11/2/11)
"The question now becomes is the real market the one that rallied for more than two weeks or the one that turned down yesterday?"
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Jeb Handwerger: Rare Earths, No Easy Substitutes
Source: Jeb Handwerger for The Critical Metals Report (11/1/11)
Light, strong rare earth elements (REEs) revolutionized the digital era and changed the face of our everyday lives. Even as shortages loom and companies scramble to find low-cost solutions, these critical materials cannot be easily replaced, nor can opportunities in this sector be dismissed. In this special for The Critical Metals Report, Gold Stock Trades Editor Jeb Handwerger calls attention to mainstream media's shortcomings in its REE sector coverage and profiles one company already making headlines.
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Rob Chang: Uranium Stocks Powering Up
Source: Zig Lambo of The Energy Report (11/1/11)
While Germany and Switzerland have made headlines with sudden phase-out plans, world leaders from North America to Africa to Asia have reaffirmed their commitment to nuclear power as a low-carbon, low-cost energy solution. Development plans continue for the industry, and the long-term growth picture shows continued uranium demand. In this exclusive interview with The Energy Report, Rob Chang discusses prospects for both junior and major uranium developers and producers, and which companies could be the next belle of the bidding war ball.
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The Two Best Investments in U.S. Oil Security
Source: Keith Kohl, Energy and Capital (11/1/11)
"Canada is easily our largest source for oil, shipping us more than 2.6 million barrels every day."
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The Narrowing Spread Means Higher Crude
Source: Kent Moors, Money Morning (11/1/11)
"The key to redressing the price imbalance may not be in the market dynamics at all, but in the way some traders have been playing them."
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Costless, Limitless, Meaningless Money, Part I
Source: Adrian Ash, BullionVault (10/31/11)
"No credit event, no CDS payments and no scramble to find out who's carrying the can."
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How Will Precious Metals React to the EU Bailout Plan?
Source: Eric McWhinnie, Wall St. Cheat Sheet (10/31/11)
"Gold and silver are hedges against the debt-ridden world that we live in. As investors lose confidence in governments and countries, precious metal prices will continue to rise."
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The New Steel Silk Road
Source: Rick Mills, Ahead of the Herd (10/31/11)
"Given the fact that Eurasia, Latin America, the Middle East and Africa comprise most of the world's population will The New Steel Silk Road be the building block for a truly developed global economy?"
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Argentina Rule Change Casts a Dark Shadow over the Mining Industry
Source: Bob Kirtley, SK Options Trading (10/31/11)
"The environment now has an air of uncertainty about it, the lack of a level playing field will deter many investors and encourage them to look and invest in what are perceived to be mining friendly jurisdictions."
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David Goguen: Four Latin American Junior Takeover Targets Identified
Source: Brian Sylvester of The Gold Report (10/31/11)
Junior gold explorers are in a predicament; despite record gold bullion prices, stock valuations are suffering. Many of them, even those on the heels of exciting discoveries, are faced with either rounding up the cash and teams needed to build out mines themselves or turning the projects over to companies with the money and infrastructure already in place. In this exclusive interview with The Gold Report, David Goguen, director of institutional sales at PI Financial in Vancouver, discusses the merger and acquisition landscape.
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Gold Plunges after Yen Move
Source: Ben Traynor, Bullion Vault (10/31/11)
"'Given that this week's improvement merely erases the deterioration of the previous week, the speculative market still appears to be cautious about gold's short-term prospects'"
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Chris Martenson: Peak Oil Could Limit Economic Growth
Source: Chris Martenson for The Energy Report (10/31/11)
Exponential debt increases coupled with limited natural resources mean that we are in a predicament. This is the message The Crash Course Author Chris Martenson delivered at the Casey Research/Sprott Inc. summit, "When Money Dies." As an economic researcher, Chris considers the "Three E's" that shape our future: Economy, Energy and the Environment. In the below presentation, "Unfixable," Chris explains to Energy Report readers why these indicators suggest a global economic slowdown. Read on.
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Kevin Puil: Exotic Congo Holds Hidden Values
Source: Brian Sylvester of The Gold Report (10/28/11)
Investments in the Democratic Republic of the Congo often get dinged with an "exotic locale" discount, but the jurisdiction is much less risky than even a few years ago. Kevin Puil, a portfolio manager with Malcolm H. Gissen & Associates and senior analyst with the Encompass Fund, recently traveled to the Congo and he liked what he saw. In this exclusive interview with The Gold Report, Puil shares the opportunities he uncovered in this emerging mining jurisdiction.
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Are Gold and Silver Investing Safe Havens Again?
Source: Eric McWhinnie, Wall St. Cheat Sheet (10/28/11)
"Although the U.S. dollar continues to receive spurts of strength, mostly due to euro weakness, investors around the world are focusing on gold and silver as real safe havens."
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Restructuring Portfolios: Gold Shares or Gold Funds?
Source: Julian Phillips, Gold Forecaster (10/28/11)
"Should one invest in a gold fund, or in gold shares directly? Are you a passenger or a driver?"
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Why a Mega Gold Stocks Rally Is Imminent
Source: Herbert Moolman (10/28/11)
"Like all goods, gold stocks will thrive under the ideal conditions."
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Eurozone Triggering a Shift in Trends
Source: Chris Vermeulen, TheGoldAndOilGuy (10/28/11)
"While it is entirely possible that the S&P 500 rallies higher from here, it is without question that current market conditions are overbought in the short to intermediate terms."
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Gold Returns to Form
Source: Ben Traynor, BullionVault (10/28/11)
"Gold's return to form, after a period of indifferent performance, will have won it back some supporters, especially since this week's initial rally ran contrary to equities."
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Euro Bailouts: The Good, The Bad & The Ugly
Source: Axel Merk, Merk Funds (10/28/11)
"The most effective tool to bolster confidence in the Eurozone is to ensure banks are able to stomach losses on their sovereign debt holdings."
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Do Bullish Investors Have an Ace in the Hole?
Source: Frank Holmes, U.S. Global Investors (10/27/11)
"You may not be able to count cards at the blackjack table, but counting historical trends of the stock market and discovering inflection points are not only legal strategies, they are essential to successful investing."
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Vikas Ranjan: Companies Meeting Emerging Market Demand
Source: Brian Sylvester of The Energy Report (10/27/11)
Headlines scream gloom and doom, but Vikas Ranjan of Ubika Research sees brilliance on the horizon. As emerging markets develop, opportunities for profit abound: it's only a matter of identifying the most in-demand commodities. Meanwhile, cleantech companies are creating commercial solutions to keep the lights on and the water flowing. In this exclusive interview with The Energy Report, Vikas discusses the new Ubika Mining 30 Index and some companies ready to feed the need.
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John Hathaway: Bullish on Gold and Gold Equities
Source: JT Long of The Gold Report (10/26/11)
The end of 2011 is a golden opportunity to participate in an anticipated upside for mining equities, says Tocqueville Asset Management Senior Managing Director John Hathaway. We caught up to him at the Casey Research/Sprott Inc. Summit "When Money Dies" for this exclusive interview with The Gold Report. Hathaway predicted that once investors realize higher gold prices will stick, they will take a chance on the big upside waiting in the junior and senior space.
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