Streetwise Articles
MVP Energy MLPs: John Edwards
Source: Brian Sylvester of The Energy Report (1/10/12)
John Edwards, first vice president covering energy infrastructure master limited partnerships for Morgan Keegan, is bullish for 2012 and well beyond. In this exclusive interview with The Energy Report, Edwards highlights how this sector pairs a low-volatility asset class with stable, secure distributions—a rare combination in today's markets.
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Two Long/Short Pair Trades For 2012
Source: Sam Kirtley, SK Options Trading (1/10/12)
"When monetary policy becomes more accommodative, U.S. real interest rates decline and gold prices rise. Over recent weeks gold prices have fallen but U.S. real interest rates have remained low, and this pair trade is speculating that the two will converge again."
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Gold Confiscation a Reality? (Part 2)
Source: Julian Phillips, The Gold Forecaster (1/10/12)
"Despite the 40-year-long campaign to prevent gold from returning to any active role in the developed world's monetary system, gold remains the only universally accepted currency whose supply cannot be increased by policy makers."
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Home-Brewed Copper: Dr. Michael Berry and Chris Berry
Source: Brian Sylvester of The Gold Report (1/9/12)
Despite a pullback in growth for China, copper demand is likely to remain strong in 2012, according to Dr. Michael Berry, publisher of Morning Notes, and his co-author, Chris Berry, founder of House Mountain Partners. Other developing nations, such as Indonesia, should pump up demand, but supply from such regions remains a tenuous prospect. In this exclusive interview with The Gold Report, the Berrys explain how "home-brewed" U.S. copper companies will be an important part of the equation.
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Look for End of Debt Supercycle: Thoughts from the U.S. Global Investors 2012 Forecast
Source: Streetwise Editors (1/9/12)
What do investors need to be watching out for in 2012? More Eurozone drama? Record gold highs? A hard landing in China? The U.S. Global Investors team addressed these questions with Endgame: The End of the Debt Supercycle author John Mauldin in a Jan. 5 Outlook 2012 webinar. The Streetwise Reports editors highlight some of the expert insights.
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A Big Round of Energy Sector M&A is Coming
Source: Kent Moors, Money Morning (1/9/12)
"In 2011, we saw signs of renewed activity in mergers and acquisitions among energy companies. This was especially noticeable with oil, gas and midstream providers. Still, what happened last year is nothing compared to what is coming in 2012."
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Could Oil Prices Intensify a Pending S&P500 Selloff?
Source: JW Jones, Options Trading Signals (1/9/12)
"Sentiment numbers were released that confirmed that market participants were becoming more and more bullish as prices in the S&P 500 edged higher."
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Can Precious Metals Overcome US Dollar Strength?
Source: Eric McWhinnie, Wall St. Cheat Sheet (1/9/12)
"Investors continue to find pullbacks in gold and silver as bargains because the world still faces an insolvent issue."
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Is Resurrection of Undervalued Miners Starting?
Source: Jeb Handwerger, Gold Stock Trades (1/9/12)
"Rare earths are emerging from their 2011 slumber, and some stocks are showing impressive percentage gains."
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Quick Start Before Flashy Friday
Source: Hinds Howard, MLP Hindsight (1/8/12)
"MLPs got off to a solid start to 2012, with the Alerian MLP Index finishing the first week up 1.1% and making new all-time highs the first three trading days."
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Follow the Management Names: Taylor MacDonald
Source: Brian Sylvester of The Gold Report (1/6/12)
Well-structured deals, quality assets and high-octane management teams with "enough cash to get through the next year or two" are what Pathfinder Asset Management Limited's Associate Portfolio Manager Taylor MacDonald is looking for. Read more about why he is bullish about the market in the long term in this exclusive Gold Report interview.
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Gold Up 5% on Week in Euros as Recession Data Hit Europe
Source: Ben Traynor, BullionVault (1/6/12)
"The dollar cost of buying gold hovered around $1,620/oz Friday morning London time, becoming a bit more volatile following the release of U.S. employment data but failing to establish a definite direction, while stocks and commodities edged higher."
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Using Options to Hedge Against a GLD Collapse
Source: Sam Kirtley, SK Options Trading (1/6/12)
"The major benefit of using an ETF such as GLD is that one can gain exposure to the gold price as easily as buying a stock and one can effectively trade gold options as easily as trading stock options. However, some are concerned over the stability of GLD in the event of a run on the fund."
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The Party May Be Over!
Source: Toby Connor, Gold Scents (1/6/12)
"Gold may or may not have put in a final D-Wave bottom last week. But there is a good chance that bottom is going to get tested in the next couple of weeks."
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Gold Confiscation: A Reality?
Source: Julian Phillips, Gold Forecaster (1/6/12)
"Many of the leading fund managers in the U.S. and elsewhere are expecting that governments will confiscate their citizens' gold. It will be to facilitate loans, swaps, lower interest rates and shore up international confidence in the turbulent, stressed, paper-currency world in which we live."
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Gold Begins 12th Bull Year
Source: Guiseppe Borelli, The Unpunctured Cycle (1/6/12)
"You need to understand that gold is beginning the twelfth year of major bull market; perhaps the most unprecedented bull market in our lifetime."
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Finding Growth in a Flat Energy Market: Tim Murray
Source: George Mack of The Energy Report (1/5/12)
Clean balance sheets, cash flow visibility and trading liquidity in oily stocks are the cornerstones of investment success in junior E&Ps, according to Oil and Gas Analyst Tim Murray of Desjardins Securities. In this exclusive interview with The Energy Report, Murray lays out his risk/reward proposition for his very favorite names.
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US Dollar and Currencies: Review and Outlook
Source: Axel Merk and Kieran Osborne, Merk Funds (1/5/12)
"Central bankers may ramp up their printing presses in an effort to limit 'contagion' concerns. As such, the currency markets may be the purest way to take a view on the mania of policy makers."
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Queenston Rejuvenating Gold-Rich Kirkland Lake Mining Camp
Source: Dorothy Kosich, Mineweb (1/5/12)
"Located in Ontario along the border with Quebec, the Kirkland Lake Gold Camp is believed to host nine greater than one-million-ounce gold deposits."
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Gold Stocks Complete First Major Bottom Since 2008
Source: Jordan Roy-Byrne, The Daily Gold (1/5/12)
"In 2011 the gold equities did not crash. They merely digested and consolidated the massive recovery gains from 2009 and 2010. This persistent consolidation has left many scared, frustrated and distrustful of the sector at precisely the wrong time."
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Why Has Gold Been Down?
Source: Jeff Clark, Casey Research (1/5/12)
"Stay the course with your precious metals investments, no matter how the short-term picture looks. Gold stocks remain undervalued, and these are turbulent times. They appear to be far from over. Gold remains the #1 asset protector."
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Why Rising Debt Will Lead to $10,000 Gold
Source: Nick Barisheff, Bullion Management Group (1/5/12)
"We may not be able to heal the global economic problems of government debt, but individuals can protect and even increase their wealth through gold ownership."
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Will Natural Gas Rebound This Year?
Source: Zacks Equity Research (1/5/12)
"Low-cost producers will get the best results when natural gas finally rallies and will stay afloat the longest if prices stay low."
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Energy Stocks Gushing with Growth
Source: Tracey Ryniec, Zacks Investment Research (1/5/12)
"2011 was a tough year for many of the energy stocks, especially the smaller explorers. Are exploration stocks about to bust out of the doghouse?"
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Go to Market, Not the Vault, for Gold Bargains: David Baker
Source: Brian Sylvester of The Gold Report (1/4/12)
Baker Steel Capital trades on its analysts' "intellectual capital and technical expertise" when it comes to knowing when and where to invest. Right now, its funds favor equities over the physical gold market. The lion's share of those equities are companies exploring and producing in Africa, where careful risk management can bring high returns, says Baker Steel Capital Managing Partner David Baker in this exclusive Gold Report interview.
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