Streetwise Articles
Why We Remain Bullish on Small Mining Shares
Source: Gene Arensberg, Resource Investor (12/22/11)
"'The little guys' have had little to be joyous about in 2011. That, of course, is definitely a reason for vulture speculators like me to be filled with jollity."
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The Currency of the Elite in the Great Financial Crisis
Source: Lawrence Williams, Mineweb (12/22/11)
"'Elements of inflation, reduced living standards and totalitarianism are already present to a greater or lesser extent,' says Paul Mylchreest in his Thunder Road December report."
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Silver Investors Prefer to Wait It Out
Source: Shivom Seth, Mineweb (12/22/11)
"After hitting record highs in May this year, silver prices have since fallen significantly and a number of analysts remain fairly bearish."
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Sprott's Call for Silver Producers to Hold Back Metal Strikes Chord
Source: JT Long of The Gold Report (12/21/11)
On November 30, Eric Sprott, chairman of Sprott Inc. and one of the largest holders of physical silver and silver equities globally, issued a call to action to 17 of the world's largest silver producers to limit the sale of the metal until prices increase. In this Gold Report exclusive, we asked the activist investor and insiders what impact such a declaration could make in one of the most volatile subsets of the resource sector.
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Gold Does Not Offer Comfort in Liquidity Crunch
Source: Ben Traynor, BullionVault (12/21/11)
"Despite rallying for most of this week (until the ECB announcement), the dollar price of gold bullion remains 5.6% down on the start of last week. Gold gives you comfort against currency risks, inflation, sovereign debt problems, but not against a liquidity crunch."
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Imitating Big Money Could Hurt You
Source: Kalyan Nandy, Zacks Investment Research (12/21/11)
"Institutional buying can boost stocks to record peaks, meaning entry prices may not be attractive. Furthermore, institutions may book profits before you realize gains."
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Investing vs. Speculating in Gold and Silver Stocks
Source: Jordan Roy-Byrne, The Daily Gold (12/21/11)
"You cannot just sit in your juniors and think that they will be up 50-fold by the end of this bull market. After all, you should know by now that most juniors will fall and even fail in this historic bull market."
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Forget WTI, Play Crude with This Oil ETF
Source: Zacks Investment Research (12/21/11)
"This type of oil, which is usually extracted from the North Sea, generally trades at a discount to its WTI counterpart."
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What Are ECB Actions and Utility Stocks Saying About Gold?
Source: Eric McWhinnie, Wall St. Cheat Sheet (12/21/11)
"As the financial markets around the globe continue to deteriorate and send investors running toward defensive stocks, central banks around the world will face increasing pressure to offer even more quantitative easing. Such a move will add more fuel to gold's 11-year bull market."
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Gold and Silver on the Verge of a Big Move
Source: Chris Vermeulen, TheGoldandOilGuy (12/21/11)
"The question everyone keeps asking is: When can I buy gold and silver? With what is unfolding across the pond and the bullish outlook for the U.S. dollar index, the next move is a coin toss. I do feel a large move brewing in the marketplace, so I am preparing for fireworks in the first quarter of 2012."
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Rare Earth Metals Bears and Bulls: Anthony Alfidi
Source: Zig Lambo of The Critical Metals Report (12/20/11)
Shrinking Chinese export quotas and market sentiment have made for unpredictable prices for rare earth elements, but the real opportunity lies with mining stocks. In this exclusive interview with The Critical Metals Report, Anthony Alfidi gives a rundown of his due diligence checklist and shares some junior companies poised for success in this exciting, yet challenging sector.
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Profit from Peak Oil: Bob Moriarty
Source: Karen Roche of The Energy Report (12/20/11)
With resource stocks extraordinarily cheap, 321energy.com Founder Bob Moriarty calls them "an opportunity of a lifetime," in this exclusive interview with The Energy Report. However, investors need to steer clear of the dangers of derivatives. Moriarty explains how the hypothecation hobgoblins associated with these instruments can sneak up on investors and zero out accounts in a flash.
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Striking Portfolio Balance with Gold Stocks
Source: Frank Holmes, U.S. Global Investors (12/20/11)
"Gold stocks have historically ranked among some of the most volatile asset classes. Despite this volatility, investors can use gold stocks to enhance returns without adding risk to the portfolio."
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Permanent Crisis: The First Five Years
Source: Adrian Ash, BullionVault (12/20/11)
"So 2012 will mark the fifth anniversary of the global financial crisis. There's little reason to think it's reached its end yet."
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Are You Tempted to Sell or Eager to Buy?
Source: Jeff Clark, Casey Research (12/20/11)
"My advice is to spend a little more time watching the drivers for gold and a little less time worrying about the price. Until those things change, look for an entrance, not an exit."
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Where Have All the Gold Bulls Gone?
Source: Jason Hamlin, GoldStockBull Investment Strategies (12/20/11)
"While tax-loss selling amidst thin trading could create additional downward pressure to close out the year, I look for a sharp rebound in precious metals to start the new year and think we will most likely see $2,000 gold during the first quarter."
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Manganese-Gallium Is Not the Next Neodymium-Iron-Boron
Source: Gareth Hatch, Resource Investor (12/20/11)
"This new Mn-Ga compound is certainly very interesting, but unless someone finds a primary Ga deposit and can perfect inexpensive nanoscale material production, it's not going to 'revolutionize the production of magnets' anytime soon."
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Emerging Juniors Continue to Show Good Progress: Dale Mah
Source: Zig Lambo of The Gold Report (12/19/11)
This year has been difficult and confusing for many investors in the resource sector. Despite that, many junior companies with credible projects have continued to show good progress toward future production. In this exclusive interview with The Gold Report, Dale Mah, equity research analyst with Mackie Research Capital, talks about the general market environment, discusses his selection criteria and shares some of his favorite picks for the coming year.
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Physical Demand Will Determine Support for Gold
Source: Ben Traynor, BullionVault (12/19/11)
"Wholesale market gold bullion prices rose to $1,607/oz Monday lunchtime in London, 0.5% up from last Friday's close, while European stocks and commodities were broadly flat and government bond prices eased."
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Sprott's Call for Silver Reinvestment Could Lead to 70% Dividends
Source: Peter Krauth, Money Morning (12/19/11)
"If you ever see a silver or gold miner innovative enough to introduce a 'dividend in kind,' make sure you pay close attention. That company could well be worth its weight in gold. . .or silver."
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Are Investors Taking Advantage of Lower Gold Prices?
Source: Eric McWhinnie, Wall St. Cheat Sheet (12/19/11)
"Many investors viewed the pullback in precious metals last week as a another buying opportunity in the gold bull market."
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M&A Opportunities Abound: Michael Gray and Shawn Campbell
Source: Brian Sylvester of The Gold Report (12/16/11)
Junior explorers may be underperforming the gold price this year, but Macquarie Capital Markets Equity Analyst Michael Gray is finding opportunities for mergers and acquisitions within the precious metals space. In this exclusive interview with The Gold Report, Gray and Research Associate Shawn Campbell talk about the technical aspects that are making a number of juniors attractive targets.
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Physical Demand Huge as Gold Touches $1,600/oz, but Bears in Driver's Seat
Source: Ben Traynor, BullionVault (12/16/11)
"'The problems in Europe have not been solved; buying will come back and we will see higher prices because of a lack of confidence in the financial system.'"
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Stock Market Report: For What It's Worth!
Source: Guiseppe Borelli, The Unpunctured Cycle (12/16/11)
"You have significant problems in Europe, the U.S., Japan and China. All the excesses of the past are coming due. It's due in Europe today, due in Japan tomorrow and due in the U.S. the next day."
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America's Energy Pipeline Dreams
Source: Marin Katusa, Casey Research (12/16/11)
"From the heated nature of the Keystone XL debate, one could be forgiven for thinking that long, high-volume pipelines are something new to America. In truth, there are now over one million kilometers of oil and gas pipelines crisscrossing the United States."
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