Streetwise Articles
Chris Berry: The Great Rare Earth Metals Reset
Source: Chris Berry for The Critical Metals Report (10/11/11)
The rare earth sector has seen astronomical gains in recent years as Chinese export restrictions, short-sighted U.S. policy and investor interest combined to make front page news. In this exclusive article for The Critical Metals Report, Chris Berry, founder and president of House Mountain Partners, LLC, argues that a "Great Reset" is changing the face of the sector, rewarding explorers far more selectively.
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Historic Value in Energy Stocks
Source: Michael Vodicka, Zacks Investment Research (10/11/11)
"Energy stocks are currently trading at historically low valuations. That provides a unique buying opportunity for anyone bullish on energy."
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Fertilizer Stocks a Growth and Value Harvest
Source: Kevin Cook, Zacks Investment Research (10/11/11)
"'The demand for agriculture commodities has been immune to economic downturns with lower income elasticities of demand compared to either industrial metals or energy.'"
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Capital Markets Still Open, MLPs Load Up
Source: Hinds Howard, MLP Hindsight (10/11/11)
"MLPs have been more conservative since 2008 in terms of distribution coverage and leverage, for the most part, and they are better positioned now to weather a second Black Swan market event in three years, if it were to happen."
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How OFS Stocks Predict the Oil Market
Source: Kent Moors, Money Morning (10/11/11)
"Before the volume comes out of the ground, someone has to provide the exploratory, development, infrastructure, construction and drilling support. That's why better OFS performance always precedes better performance by oil and gas producers."
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United States Versus China Round Two
Source: Rick Mills, Ahead of the Herd (10/10/11)
"This is an extremely interesting drama being played out on the world stage between two of the world's most powerful nations and economies, it should be on everyone's radar screen."
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What Does the Unemployment Picture Mean for Precious Metals?
Source: Eric McWhinnie, Wall St. Cheat Sheet (10/10/11)
"Another QE program to stimulate the economy in an attempt to improve the unemployment picture could easily send gold and silver prices back to former highs."
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Determining the Correct Position Size with Options
Source: Kevin Matras, Zacks Investment Research (10/10/11)
"If you can manage your downside, the profits will take care of themselves."
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Gold Starts Week Strongly, Eurozone Bank Plan "Positive but Ambitious"
Source: Ben Traynor, BullionVault (10/10/11)
"Gold is up on last week's close following a pledge by France and Germany to recapitalize Europe's banks."
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Inflation, Money Circulation Problems = Gangrenous Liquidity, Rising Gold Price
Source: Julian Phillips, Gold Forecaster (10/10/11)
"Deflation destroys businesses and wounds the economy, long term. Inflation just drops the value of money."
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Is the S&P 500 About to Stage a Multi-Month Rally?
Source: J.W. Jones, Options Trading Signals (10/10/11)
"Be nimble and define your risk, as volatility is not likely to subside anytime soon."
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Ian Gordon: Hedging with Gold Against Imminent Economic Collapse
Source: George Mack of The Gold Report (10/10/11)
After leaving the securities brokerage industry in 2009, Ian Gordon founded Longwave Analytics and Longwave Strategies to focus on protecting investors from what he believes is a global macroeconomic meltdown that is already underway. Gordon proposes that physical gold and certain gold stocks will be investors' best hedge and overall solution to the worst financial crisis the world has seen. In this exclusive interview with The Gold Report, Gordon shares his thoughts on the current economic mess and how investors can take action now.
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Rare Earth Alternatives Get DOE Tech Funding
Source: Anthony J. Alfidi, Resource Investor (10/10/11)
"The scientific community is moving ahead with steps to U.S. supply security in the event of a Chinese rare earth embargo."
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Gold at a Major Crossroads
Source: Toby Connor, GoldScents (10/10/11)
"Next week will mark a major turning point in the gold market, the dollar's upward or downward movement being the primary driver."
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Germany Seeks to Form Raw Materials Corporation as Supply Fears Rise
Source: Karan Kumar, Resource Investing News (10/10/11)
"BDI, the country's industrial association, is studying options whereby companies would invest jointly in foreign projects to ensure that Europe's biggest economy has stable access to raw materials"
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Gold Market Update
Source: Clive Maund (10/9/11)
"An imminent sharp drop is likely to take gold below its recent panic lows before the dust settles."
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The Way Out of Our Economic Mess
Source: Terry Coxon, Casey Research (10/7/11)
"'A rock and a hard place' is the dilemma the U.S. government has wandered into with its continued policy of rescue inflation."
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Casey Research Summit Special Report: Surviving the Death of Money
Source: Karen Roche and JT Long of The Gold Report (10/7/11)
When the currency system as we know it dies, some people will become very wealthy. In this special report from the Casey Research/Sprott Inc. Summit "When Money Dies," The Gold Report cornered Global Resource Investments Founder and Chairman Rick Rule, Casey Research Senior Editor Louis James and Casey Energy Opportunities Senior Editor Marin Katusa for a roundtable discussion on the best strategies for thriving during the coming economic transition.
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China: Under-Exploited Gold Potential
Source: Gerelyn Terzo, Gold Investing News (10/7/11)
"Mining companies stand to benefit from the projected rise in prices, including businesses positioned among China's rich resources."
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Gold's New Volatility in Pictures
Source: Adrian Ash, BullionVault (10/7/11)
"The huge volatility in Shanghai premiums over London gold is a function of gold's underlying volatility."
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Are Gold and Silver at Bargain Prices Again?
Source: Eric McWhinnie, Wall St. Cheat Sheet (10/7/11)
"We have another possible great buying opportunity in gold and silver."
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Not Worth a Continental
Source: Rick Mills, Ahead of the Herd (10/7/11)
Sun Tzu said to keep your wars short and have the money in hand before assembling an army. Perhaps the U.S. Congress should consider Sun Tzu's advice?
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Load Up on Gold and Silver as Bernanke Dives off the Deep End
Source: Martin Hutchinson, Money Morning (10/7/11)
"The first $2 trillion of 'stimulus' did little or nothing for the overall economy."
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Why Isn't the Gold Price Going Through $2,000 Now?
Source: Julian Phillips, Gold Forecaster (10/7/11)
"In 2008 confidence in the financial system as well as in the monetary system appeared unassailable, not this time."
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Bank of England Increases QE by £75 billion
Source: Bob Kirtley, SK Options Trading (10/7/11)
"This is the third time in as many weeks that the ECB has made use of the swap line facility to ease the need for dollars in the Eurozone."
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