Gold-Stock Upleg Cycles
Source: Adam Hamilton, Zeal Intelligence  (1/20/12)
"Traders aren't very enthusiastic about the gold mining sector at the moment. But they sure would be if they understood the gold-stock upleg cycles." More >

Inflation Concerns Remain as Gold and Silver Climb Higher
Source: Eric McWhinnie, Wall St. Cheat Sheet  (1/20/12)
"A growing consensus of economists predicts that the Federal Reserve is likely to inject another $1T worth of easing to stimulate the economy. Such a move will provide yet another blow to the U.S. dollar and another catalyst for higher gold and silver prices." More >

QE3, $2,200 Gold, and the Trillion-Dollar Bazooka
Source: Peter Krauth, Money Morning  (1/20/12)
"According to SocGen, QE3 is headed our way this coming March, focused on mortgage-backed securities purchases on the order of $600B over six to eight months. They see U.S. equities, European equities, oil and especially gold benefiting from this new round of fiat money printing." More >

Safe Havens
Source: Guiseppe Borelli, The Unpunctured Cycle  (1/20/12)
"I believe the gold price bottom we saw in late December is of extreme importance as it represents the transition from the second phase of the bull market on into the third phase." More >

Driving Value for Pharma and Biotech Companies: Insights from Biotech Showcase 2012
Source: The Life Sciences Report Editors  (1/20/12)
The 2012 Biotech Showcase investor conference in San Francisco drew a record number of life science interests from all over the world. More >

Nuclear Energy Markets Tighten: Edward Sterck
Source: Zig Lambo of The Energy Report  (1/19/12)
Demand for uranium is expected to continue growing as China spearheads the conversion of new energy production from coal to nuclear. In this exclusive interview with The Energy Report, BMO Capital Markets Analyst Edward Sterck brings us up to date on how investors can best play this market and which companies are most likely to pick up the supply-side slack. More >

Obama's Rejection of the Keystone XL Oil Pipeline Is Pure Politics
Source: David Zeiler, Money Morning  (1/19/12)
"Most experts believe the Keystone oil pipeline will eventually get built, but in the meantime, President Obama's decision gives both Republicans and Democrats raw material for 2012 campaign speeches." More >

Don't Frack Me Up
Source: Marin Katusa, Casey Research  (1/19/12)
"To many walking the planet, fracking has a seriously bad reputation. Thanks to hyperbole and misinformation, fracking opponents have convinced a lot of people that the operators who drill and then hydraulically fracture underground rock layers thumb their noses at and even hate the environment." More >

Derisking Gold Juniors, Step by Step: Rick Mills
Source: Sally Lowder of The Gold Report   (1/18/12)
If you're among the many who consider investing in the junior resource sector nothing more than a crapshoot, look into Ahead of the Herd Publisher Rick Mills' steps to derisk the inherently risky business of investing in junior resource companies. In this exclusive interview with The Gold Report, Mills not only spells out the steps involved in the derisking process, but also cites specific examples of juniors he especially likes and discusses the features that put them ahead of the herd. More >

Gold Seeing Resistance at $1,667/oz
Source: Ben Traynor, Bullion Vault  (1/18/12)
"The spot market price to buy gold climbed to $1,658/oz during Wednesday morning's London trade, following reports that the International Monetary Fund is seeking to boost its lending capacity by $1T." More >

Silver's 2011 Big Move: Was It The End Or The Beginning?
Source: Hubert Moolman  (1/18/12)
"I see no evidence to suggest that anything we've seen so far was the end of the silver bull market, so I am expecting a very powerful upleg yet to unfold." More >

Gold ETFs May Continue to Shine in 2012
Source: Neena Mishra, Zacks Investment Research  (1/18/12)
"Some of the factors that will likely support gold's upward trend in 2012 are rising inflationary expectations and heightened macroeconomic uncertainty in many countries." More >

Oil and Gas Service Stocks: A Different Way to Profit from Shale Boom
Source: Keith Kohl, Energy & Capital  (1/18/12)
"Smaller drillers are consistently outshining the lackluster performances of ExxonMobil and friends. That much isn't going to change." More >

Congress Has Bigger Fish to Fry than MLPs
Source: Hinds Howard, MLP HINDSight  (1/18/12)
"This year's report indicates that MLPs are expected to cost the government substantially less in lost tax revenue than was estimated a year ago." More >

US Must Change Policies to Take Full Advantage of 'Energy Bonanza': Mulva
Source: Jim Magill, Platts  (1/18/12)
"The US must adopt new policies if it is to take full advantage of the potential 'energy bonanza' resulting from advances in unconventional oil and natural gas production, ConocoPhillips Chairman and CEO James Mulva said Wednesday." More >

Resource Stocks Breaking Out of Bases and Forming New Uptrends
Source: Jeb Handwerger, Gold Stock Trades  (1/18/12)
"We noticed positive signals on our indicators suggesting that an impressive rally was in the offing, especially in our deeply oversold industrial metal miners." More >

When Will Gold Reach a New High?
Source: Jeff Clark, Casey Research  (1/18/12)
"We're confident that a new high in the gold price will come at some point, because many major currencies are unsound and overburdened with debt. Indeed, the ultimate high could be frighteningly higher than current levels." More >

Chinese Dragon to Unshackle Renminbi?
Source: Axel Merk, Merk Funds  (1/18/12)
"Chinese consumer spending is likely to have been underreported for some time; we don’t think a housing bust in China will stifle consumer spending as much as some fear." More >

Will China Unleash More Stimulus and Boost Gold Prices?
Source: Eric McWhinnie, Wall St. Cheat Sheet  (1/18/12)
"Although China may not provide more monetary easing through rate cuts, the nation avoiding a hard landing is bullish for precious metals and commodities." More >

Real Risks to the Gold Price
Source: Adrian Ash, Bullion Vault  (1/18/12)
"It's the real rate of interest that really matters to the ebb and flow of gold demand in the end." More >

Rare Earth Metals that Fit the Trends: Marcel Fuhrer
Source: Brian Sylvester of The Critical Metals Report  (1/17/12)
Success in the critical metals sector depends on finding the trends—how the metals will be used, where market share is allocated—and on familiarity with the companies you invest in, from who is on the management team to how much cash they have on hand. Bamert & Partner Portfolio Manager and Partner Marcel Fuhrer shares his views in this exclusive Critical Metals Report interview. More >

Oil and Gas Services Avoid Geopolitical Risk: John Stephenson
Source: Zig Lambo of The Energy Report  (1/17/12)
With oil reserves less and less accessible to western majors, producer stocks can carry significant geopolitical risk. In this exclusive interview with The Energy Report, First Asset Investment Management Inc. Senior Vice President John Stephenson explains why service-oriented companies are smart selections for risk-averse energy investors. No matter what happens in the oil and gas business, the companies doing the drilling have solid prospects in this market environment. More >

Gold and Silver Outlook in 2012
Source: Jordan Roy-Byrne, The Daily Gold   (1/17/12)
"The bull market is far from over. Gold and silver have incurred technical damage and it would be excessive to expect more than a gradual recovery." More >

China: Hub of the Global Gold Market?
Source: Julian Phillips, Gold Forecaster  (1/17/12)
"With demand at its current levels, gold imports unrestrained and its own gold production now the world's largest national production level, China is inexorably moving to the heart of the gold world. It's therefore expected that China will aim to do what it can to exercise administrative dominance over it." More >

Has Gold's D-Wave Bottomed?
Source: Toby Connor, Gold Scents  (1/17/12)
"Gold is about to be severely tested. How gold handles that test will be a big clue as to whether or not the correction is over." More >