'I believe that banking institutions are more dangerous to our liberties than standing armies.' -- Thos Jefferson
I almost always use my own thoughts when doing our Daily Editorial. Robert A. Hall’s commentary entitled “I’m 63 and I’m tired” made such an impression on me that I am posting it here. As an intelligent person, you MUST READ THIS. Click here to read.
THE GOLD REPORT - Peter Grandich Hunts for Treasures Beyond Gold's Glare -(6/30/10) - Financial Commentator and Market Analyst Peter Grandich, who sees no end in sight to the "mother of all gold bull markets," expects the price of the yellow metal to climb past $2,000+ before the ride eventually comes to an end. But while gold has been riding high, its glitter isn't blinding Peter to the opportunities others may be overlooking. In this exclusive Gold Report interview, he shares some of his favorite gold juniors, as well as a mix of players in the cobalt, lithium, uranium and iron ore niches
THE GOLD REPORT - Brent Cook: Gold Miners and Explorers Face Serious Supply Problems - (6/28/10) - As the gold price hits record levels, major gold companies face declining production. The rare micro-cap company that discovers a meaningful gold deposit is immediately in the sights of the cash-rich gold mining companies in need of new reserves. Read on as Geologist Brent Cook, of Exploration Insights, takes a look at the dilemma facing gold miners big and small in this exclusive article for The Gold Report.
THE GOLD REPORT - Jon Hykawy: REEs Explained -(6/25/10) - Rare earth elements (REEs) aren't all that rare. They're everywhere—even economic concentrations in safe jurisdictions, says Byron Capital Analyst Jon Hykawy. REEs are essential to the manufacture of magnets for hybrid cars and other high-end "green" technology—a thriving market indeed. Read what Jon has to say about the REE market in this exclusive interview with The Gold Report.
THE GOLD REPORT - Richard Karn: PM Rudd's Death Warrant—RSPT -(6/25/10) - Is the Rudd removal a brilliant political ploy on the part of the Labour Party? Pushing back the September/October federal election they likely would've lost to April 2011 provides them ample time for damage control. But what about the significant, unintended consequence of the RSPT? In this Gold Report exclusive, Richard reveals "the market door has slammed on companies out until the matter is resolved."
THE GOLD REPORT - John Doody's Doody-Free Picks -(6/23/2010) - In the last decade, Gold Stock Analyst Editor John Doody has seen his top-listed equities skyrocket a combined 1,000%, including an eye-popping 130% in 2009. John's tried and true methods have little to do with luck; this student of the gold business rarely fails to find value at any gold price. Subscribers pay a lot for his knowledge and expertise in the Gold Stock Analyst; but in this exclusive interview with The Gold Report, you get a few of his favorites Doody-free.
THE GOLD REPORT - Jack Lifton: North America Doesn't Need China's Rare Earths - (6/21/10) - Everybody's talking about rare earth elements (REEs), but does anyone truly understand them? With nearly 50 years in the industry, independent Metals Consultant Jack Lifton sure does. The educational powerhouse in this burgeoning space returns to The Gold Report with a look toward future trends and a plan to emancipate North America from China's REE monopoly.
THE GOLD REPORT - Brien Lundin: Gold's (Almost) Free at Last - (6/18/10) - Has gold broken free from its seesaw relationship with the U.S. dollar? In this exclusive Gold Report interview, Gold Newsletter Editor and Publisher Brien Lundin—who also hosts the New Orleans Investment Conference—says mounting troubles in Euroland threaten to end the traditional inverse correlation between the price of gold and the value of the USD. "Gold stands as the one currency that governments cannot debase or debauch," Brien says. But he also notes that "the dollar is the only currency accepted by margin clerks."
THE ENERGY REPORT - Kevin Shaw: Carpe Cardium, Kurdistan and the North Sea -(6/17/10) - Wellington West Analyst Kevin Shaw lives in Alberta and believes there are few better places to invest than Canada's oil- and gas-rich provinces. But he also sees attractive international opportunities in such places as Kurdistan, the North Sea and Albania. "When you're putting a drill bit into the ground in Kurdistan," he says, "you're. . .'deep-sea fishing.'" In this exclusive interview with The Energy Report, Kevin explains why he's also big on the Cardium, Notikewin, Bakken/Three Forks and the Montney shale plays.
THE GOLD REPORT - Richard Karn: A Bridge Too Far. . .to the Left? -(6/14/10) - In the midst of a boots-on-the-ground survey of Australian precious and specialty metal projects, Emerging Trends Report Managing Editor, Richard Karn, took time between mine site visits to share his insights about the controversial Resource Super Profits Tax that's pending Down Under with The Gold Report.
THE GOLD REPORT - Adrian Day: Buy Gold Bullion, Royalties and Juniors - (6/11/10) - Chairman and CEO of Adrian Day Asset Management and Author of the Adrian Day's Global Analyst newsletter, Adrian Day never fails to deliver keen market insight or offer ways to safely grow your money. Many of his firm's biggest holdings involve gold, where he sees plenty of opportunities. In this exclusive interview, Adrian explains why he "loves" gold royalties and offers up some promising names in the junior gold space.
THE GOLD REPORT - Fadel Gheit: Gas Sector M&A Activity About to Ramp Up -(6/10/10) - When folks want the straight goods on the oil and gas sector they go to Oppenheimer's sage Managing Director Fadel Gheit. That's what we wanted, too, when we asked him to spend some time with The Energy Report. In this upfront interview, Gheit rails against government inaction on oil price speculation and predicts low gas prices will soon lead to more M&A activity. Gheit's market commentary is frank and insightful and could certainly impact your investment decisions.
THE GOLD REPORT - Rob McEwen: Looking Ahead of the Curve - (6/9/10) Rob McEwen, whose Midas touch in mining has been as transformational as anyone's, sat down recently for this exclusive, wide-ranging interview with The Gold Report. Hoping we manage to avoid the "darkest hour" he envisions, he describes fearsome parallels between the Weimar Republic of the late '20s and early '30s to the United States of today. Fast-forwarding to the future, he also explores a few of the things the mining industry might do to start making itself invisible in terms of environmental impact.
THE GOLD REPORT - Frank Holmes: How to Avoid Vulnerability to Volatility -(6/7/10) - Human nature being what it is, sucker punches to the portfolio can erode more than your net worth. They can wreak havoc with your sense of self-worth as well. After more than 20 years at the helm of U.S. Global Investors, a leading investment management firm that specializes in gold, natural resources, emerging markets and global infrastructure opportunities, Frank Holmes says that it's important to segregate bad things that happen on the outside from the good person you are on the inside. Knowing full-well that even the most prudent investor can't escape the wild volatility that's come to characterize the markets, in this exclusive interview with The Gold Report, he also offers some sage advice about how to avoid vulnerability to that volatility.
THE GOLD REPORT - Sven Del Pozzo: Ban BP but don't Expect Offshore Ban – (6/1/10) – In this candid interview with The Energy Report, Oil and Gas Analyst Sven Del Pozzo discusses the importance of Gulf of Mexico oil exploration to the U.S. economy, the need for more reflective oil price markers, how shale gas is keeping investors awake at night and oil and gas companies that could be ripe for the picking.
THE GOLD REPORT - Sean Brodrick: Bull Market for Gold and Silver – (6/1/10) – In this exclusive interview with The Gold Report, Weiss Research Natural Resources Analyst Sean Brodrick tell us he expects the bull market for precious metals to run for "quite some time," with silver reasserting itself as a monetary, investment and industrial metal. South of the border, some of the Mexican miners have an "embarrassment of riches"—which have largely escaped the attention of Wall Street.
THE GOLD REPORT - Bud Conrad: Beyond the Point of No Return – The Gold Report (5/12/10) – "We're heading toward government devaluing its currency to devaluate its debt in order to survive. That means you need to protect yourself. You can't just have savings accounts paying no interest. You need to go and buy gold," says Bud Conrad, chief economist with Casey Research, in this exclusive Gold Report interview. Despite the grim outlook for the USD and other paper currencies worldwide, Conrad believes he and other speakers at the recent Casey Research 2010 Crisis and Opportunity Summit have information you need to both prosper and protect yourself during the coming economic storm.
THE GOLD REPORT - David Morgan: The Latest Skinny on Silver – The Gold Report (5/3/10) – It's often called the "Poor Man's Gold," but according to "Silver Guru" David Morgan of The Morgan Report and www.silver-investor.com, silver is poised to outperform gold. "The amount of silver mined meets industrial and investment demand. We've reached equilibrium," Morgan explains. In this exclusive interview for The Gold Report, Mr. Morgan gives us the straight skinny on silver and highlights several silver juniors.
THE GOLD REPORT - Gissen and Berol: Uranium Demand Outstrips Supply – The Energy Report (4/29/10) – Encompass Fund Founders Malcolm Gissen and Marshall Berol see the demand for uranium, and a corresponding increase in prices, continuing to increase in the coming years as more nuclear power plants come online. In this exclusive interview with The Energy Report, Malcolm and Marshall talk about a wide range of opportunities in the energy sector.
THE GOLD REPORT - Mickey Fulp: Bullish on Uranium and Rare Earths – The Energy Report (4/29/10) – Mickey Fulp, "The Mercenary Geologist," in this exclusive interview with The Energy Report, tells us why his eyes are on uranium right now and how the niche rare earth market is heating up and still at early stages, providing potential investment upside.
THE GOLD REPORT - John Pugsley: Playing the Niche – The Gold Report (4/26/10) – John Pugsley's Stealth Investor portfolio has been outperforming the major indices since its inception four years ago. In this exclusive interview with The Gold Report, John explains how focusing on companies with smaller market caps allows his portfolio to upstage the market, and why the precious metals and energy sectors offer investors unique opportunities.
THE GOLD REPORT - Gordon Monk: The Global Movement Toward Green – The Energy Report (4/22/10) – In this exclusive interview with The Energy Report, Gordon Monk of Performance Capital Advisors discusses the worldwide movement toward green energy. Gordon explains how cobalt and lithium are linked to solar and wind power and why he prefers primary cobalt producers over those that obtain cobalt as a byproduct of other operations.
THE GOLD REPORT - Gissen & Berol: Focusing on Capital Appreciation - The Gold Report (4/21/10) - Many investors have become impatient with waiting for returns over the long term. Encompass Fund Founders Malcolm Gissen and Marshall Berol say they still invest for the long term, but acknowledge that the long term is now shorter than it used to be. Malcolm and Marshall have been very successful with that strategy, scoring a 137% increase in their fund in 2009. In this exclusive interview with The Gold Report, they discuss how they choose companies for their fund and a new way to play the rare earths sector.
THE GOLD REPORT - Eric Coffin: Follow the News Early - The Gold Report (4/19/10) - "News flow is really, really important. If you're going to play these kinds of stocks, especially if this is a sector you're not that comfortable with, you want to get in at the start or before the start of a drill program and not at the end," says Eric Coffin, co-editor along with his brother David of the HRA (Hard Rock Analyst) publications. In this exclusive interview for The Gold Report, Eric explains the importance of sniffing out upcoming news and timing in selecting potential resource investment opportunities.
THE GOLD REPORT - Paolo Lostritto: Looking for High Leverage to Gold Price - The Gold Report (4/16/10) - In this exclusive interview with The Gold Report, Wellington West Analyst Paolo Lostritto explains why he thinks Burkina Faso is a part of the world gold investors should keep their eyes on. He compares Burkina Faso to the Yukon in terms of the potential for large finds. Closer to home, Paolo says South Carolina is an area where gold production could begin in the next couple of years.
THE GOLD REPORT - Michael Ballanger: There's Still Money in the Juniors - The Gold Report (4/12/10) - While Union Securities, Ltd. Investment Advisor Michael Ballanger says we're still in a vintage bear market situation, he sees opportunities for investors in the junior mining sector. In this exclusive interview with The Gold Report, Michael explains the rule of thumb he uses when investing in the juniors.
THE GOLD REPORT - Steve Palmer: Rare Earth Opportunities - The Gold Report (4/9/10) - New technologies are pushing up the demand for rare earths. Steve Palmer, president and CEO of AlphaNorth Asset Management, says the rare earth space is currently his favorite place to invest in the resource sector. In this exclusive interview with The Gold Report, Steve also talks about where he sees the markets headed in 2010, and shares how he tries to limit the downside when investing.
Here is some News In the National Post in Canada today on Exeter Resource.
NP says TD, BMO analysts keen on Exeter Resource Ticker Symbol: C:XRC NP says TD, BMO analysts keen on Exeter Resource Exeter Resource Corp (C:XRC) Shares Issued 74,447,898 Last Close 4/6/2010 $7.28 Thursday April 08 2010 - In the News
THE GOLD REPORT - Mark Leggett: No Substitute for Oil on the Horizon - The Energy Report (4/8/10) - While some analysts are touting natural gas as the substitute for oil, BMO Capital Markets' oil and gas analyst Mark Leggett says he doesn't see natural gas replacing oil in the near term. In this exclusive interview with The Energy Report, Mark says that the infrastructure isn't in place to allow natural gas to become a tangible replacement for oil any time soon. Mark is also still a big fan of oil sands projects in Canada and says that production from those projects can help meet the demand for oil in the coming years.
Petromanas Eyes 6 Billion Barrels of Light Crude - By Guy Bennett Petromanas (PMI-TSX) is a new oil exploration company that has acquired rights to a massive tract of land in the oil producing of country of Albania. With a current market cap of around $120 million, PMI is valued as an outside long shot. But an independent resource evaluation by Gustavson and Associates LLP, suggests that there is a 50% chance of recovering 6 billion barrels of light crude oil.
THE GOLD REPORT - John Licata: Gold Stands Its Ground - The Gold Report (4/5/10) - Gold prices continue to climb and John Licata, chief commodity strategist at Blue Phoenix Inc., says he sees reason to be optimistic about gold's future. In this exclusive interview with The Gold Report, John says that as inflationary pressure present themselves, gold prices will continue their upward move. He also sees silver, platinum and palladium as interesting plays for investors.
THE GOLD REPORT - Brent Cook: Big Discoveries, Smart Management, OPM (Other People's Money) - The Gold Report (4/2/10) - Size matters to renowned exploration analyst and geologist Brent Cook, not being a fan of small projects. He follows geology and discoveries worldwide and pays close attention to the teams involved. In this exclusive Gold Report interview, he reviews several projects in West Africa, Latin America, the U.S. and Canada.
THE GOLD REPORT - Paul Moase: Investing in People First - The Gold Report (3/31/10) - Do the past successes of resource company principals portend future successes as they migrate to other companies or projects? Investment Banker and Financial Advisor Paul Moase has been following the resource sector for 25 years. In this exclusive interview with The Gold Report, Paul discusses what he looks for first when selecting his potential investment opportunities.
THE GOLD REPORT - Mike Niehuser: Silver Producers Who Shine - The Gold Report (3/29/10) - "The case has never been better for having a position in precious metals as a store of value," says Mike Niehuser, founder of Beacon Rock Research, LLC, especially in light increasing amounts of government debt. In this exclusive interview with The Gold Report, Mike talks about his goal of finding mining stocks with good management and assets with defined pathways to value creation and two in particular that he's keeping an eye on that "have excellent exploration upside."
THE GOLD REPORT - Greg McCoach: Next Collapse Coming This Year? - The Gold Report (3/23/10) - Successful bullion dealer Greg McCoach brings more than 20 years of business experience and a vast network of mining contacts to the mining investment newsletter he launched in 2001, The Mining Speculator. In this exclusive interview with The Gold Report, Greg discusses his strategies to prepare for what he says will be a real buying opportunity.
Interesting facts often overlooked
What follows is an interesting article concerning the SUPPOSED SUPPORTERS of the Health Care Bill.
I bring this to your attention because on the national news on Saturday it was reported that the Catholic Church supported this bill.
That is SIMPLY NOT TRUE.
Interesting facts often overlooked -An Opinion
Okay, in my daily missive yesterday I asked for feedback from listeners regarding my opinion of the health care situation. Here is one from a listener named Dan that is interesting: “Just read your piece yesterday about the health care reform bill that the President signed into law this morning.
THE GOLD REPORT - Richard Karn: Australia's Stunning Resource Wealth - (3/22/10) - Richard Karn, managing editor of The Emerging Trends Report, is taking a hiatus from North American markets to explore the long-term investment opportunities in Australian resources. The Gold Report caught up with Richard, currently in Australia gearing up for the trip, in an email exchange about his journey to circumnavigate the country visiting a wide variety of precious and specialty metal projects "down under."
THE GOLD REPORT - John Kaiser: Game-Changer on Rare Earths Horizon? - The Energy Report (3/18/10) - Kaiser Bottom-Fish Report editor John Kaiser, caught for this exclusive Energy Report interview as this year's PDAC was winding down, suggests that the bigger the event grows, the fewer the opportunities to pick up buzz during informal networking. Still, he did come away with a bit of news that may be a game-changer in the rare earth elements space.
Interesting facts often overlooked - From a listener who found this in Investor's Business Daily
In a recent "Investor's Business Daily" article provided very interesting statistics from a survey by the United Nations International Health Organization. Percentage of men and women who survived a cancer five years after diagnosis: U.S. 65% England 46% Canada 42%
THE GOLD REPORT - Rick Rule: Energy Bull
Rick Rule probably could draw an audience if he were talking about the weather, but combine his presence with knowledge, understanding, experience and a track record of success, particularly in the resource arena, and the crowd falls silent. Founder and chairman of Global Resource Investments, Rick recently made himself available for a brain-drain, the foundation of the piece that follows. . .
THE GOLD REPORT - James West: Gold's Value Stands the Test of Time
Midas Letter publisher James West believes gold is the store of value everybody resorts to when times are rough. In this exclusive interview with The Gold Report, he acknowledges that producers represent a very well-performing, blue-chip investment, but also looks for those juniors where capital appreciation happens on the scale of hundreds of a percent almost overnight.
THE GOLD REPORT - Marin Katusa: Winning the Game with Zero-Risk Capital
The zero-capital investing philosophy advocated by Marin Katusa, senior editor of Casey's Energy Report, wins the hearts and lines the pockets of investors. But it often puts him in the doghouse with some the companies he admires most. In addition to learning more about the Casey Free Ride approach and Marin's current energy sector views, get an early glimpse of the European shale plays that have captured his fancy in this exclusive Energy Report interview.
THE GOLD REPORT - Brien Lundin: Gold Looking Good; Silver Even Better
In this exclusive Gold Report interview, Gold Newsletter editor and publisher Brien Lundin indicates that although gold will remain strong, "we really need to clear $1,250" by mid-April to get to the $1,350 to $1,500 range he had anticipated. Brien is stoked on silver, too; and in fact, in relative terms, expects it to rise further and faster than gold.
THE GOLD REPORT - Eric Coffin: Junior Mining Companies Playing the Exploration End Game
Gold has been about the best investment around for the past decade," says Eric Coffin, despite having beenlukewarm towards the precious metal in the early '90s. Co-editor along with his brother David, of the HRA (Hard Rock Analyst) publications, Eric explains why they're sticking with the exploration stories that work and how they prefer mining executives who will "swing for the fence for themselves rather than just option everything" in this exclusive interview with The Gold Report.
THE GOLD REPORT - David Morgan: In the Grips of a Currency Crisis
However the evolving global currency crisis ultimately manifests itself, either total deflation and a debt-liquidating depression or a hyperinflationary blow-off, David Morgan of <i>The Morgan Report</i> tells us in this exclusive Gold Report interview, "There's none better than gold—and silver is probably just as good—if you're worried about a crisis hedge."
THE GOLD REPORT - Siddharth Rajeev: Don't Count Out Old King Coal Yet
"Siddharth Rajeev, vice president of research for Fundamental Research Corp., talks about several of the bright spots he sees on the economic horizon in this exclusive interview with The Energy Report. Sid anticipates recovery in 2010, longer-term growth in demand for uranium, continuing strength for rare earth metals and even new faces on the coal front.
THE GOLD REPORT - Gold: Long-Term Fundamentals Remain Promising - Jeffrey Nichols, NicholsOnGold.com/The Gold Report
"Gold's positive fundamentals, the high level of investor interest in key geographic markets and global monetary economic developments promise to push the yellow metal much higher," according to Jeffrey Nichols, managing director of American Precious Metals Advisors. In this Gold Report exclusive, the precious metals economist outlines the reasons for gold to continue its upward trajectory—not the least of which include the ailing USD and foreign central banks' reluctance to keep buying U.S. government debt.
Justice Litle, Editorial Director, Taipan Publishing Group - Still Living in a Dollar-Centric World
For all its fatal flaws, the $USD is still king of the hill – and for now at least, the focus of investor optimism has shifted to the United States.
With apologies to Mark Twain, the dollar’s death has been greatly exaggerated.
THE GOLD REPORT - Ian Gordon: Ignore the Illusion of Spring
Resource companies that discover and develop deposits come with enormous upside potential, but lucrative finds prove few and far between. In this exclusive <i>Gold Report</i> interview, <i>Resource Opportunities</i> editor and publisher Lawrence Roulston talks about his strategy for finding large gains without taking on discovery risk. He also weighs in on China's importance in the mining and metals space, and talks about some prospective properties in as the emerging metals areas of Guyana and the Philippines.
THE GOLD REPORT - Lawrence Roulston: Yesteryear's Castoffs, Tomorrow's Treasures
THE GOLD REPORT - Lawrence Roulston: An Answer Is Blowin' in the Wind
In this exclusive <i>Energy Report</i> interview, GreenTech Opportunities editor and publisher Lawrence Roulston talks about how a virtuous circle of alternative energy is in motion and gaining momentum. Reduced costs lead to further research and development, improvements in technology, industry expansion and greater economies of scale, which lead again to lower costs, more innovation, more industry growth and cheaper energy, and round and round it goes.
THE GOLD REPORT - Siddharth Rajeev: Recovery Signals Paler Shade for Gold
As investment demand for gold—including its attraction as a preservation asset—diminishes in a recovering economy, Siddharth Rajeev, vice president of research for Fundamental Research Corp., suggests the price may dip back to the $750 neighborhood by 2012. But even at that level, he tells The Gold Report in this exclusive interview, "most projects can still make very good profits at very high margin," particularly those that manage to keep a lid on operating costs. Sid is also bullish on base metals in a recovering economy, and has a positive outlook on rare earth metals and uranium as well.
THE GOLD REPORT - Chris Potter Eyes Opportunities in Appetites for Energy and Food
For environmental, financial and political reasons—not to mention to satisfy an energy-hungry world—Northern Border Capital Management founder Chris Potter sees some interesting opportunities for investors in alternative fuels on the horizon. One of his picks is a company using plasma gasification technology to produce clean-burning fuels. In this exclusive Energy Report interview, Chris also explains why he's bullish on natural gas. Politically incorrect though natural gas may be, he isn't overly worried about North America's abundant supply finding a home. Agribusiness is yet another arena that appeals to Chris, from the potential for domestic potash production for Brazil's huge agricultural sector to the extraction of protein from canola seeds to help feed the planet's growing population.
THE GOLD REPORT - Louis James: Sharpen Those Shoppertunistic Buying Skills
To borrow (and stretch) his metaphor from the healthcare arena, Casey Research Senior Editor Louis James sees the patient remaining in grave condition despite massive infusions and life-support systems running full throttle. In this Gold Report exclusive, Louis goes back to Economics 101 to argue that recovery calls for accumulating capital to invest—not amassing staggering debt and attempting to spend your way out of trouble. That said, though, sometimes buying is just what the doctor ordered. Gold going down? No worries. "It's a buying opportunity to take advantage of," Louis says. In fact, he suggests that investors hone their shoppertunistic buying skills, looking for chances to get in under market on equities when the inevitable fluctuations make you say, "Wow, I can't believe what a great deal this is!"
THE GOLD REPORT - Resources Still The Place To Be, But Watch For Correction
Source: Adrian Day, Adrian Day’s Global Analyst/The Gold Report 02/08/2010Adrian Day, President of Adrian Day Asset Management, says that despite hitting yet new highs near the end of the year, there is much further to go for gold and gold stocks. In this excerpt from a recent article, Adrian reviews the resource markets and looks ahead, particularly to gold; recommending several companies for which he is anticipating good things.
THE GOLD REPORT - Chris Potter: 21st Century Alchemy—Paper to Gold
Not only does Chris Potter stand by his claim that India's big gold buy late last year was a game-changer, the way he explains it in this exclusive Gold Report interview, it's a 21st century take on the classic alchemist's quest of old—transforming lead into gold. Nowadays, the alchemists are the central bankers of the world, and they're successfully managing to turn the paper money their countries are producing (their devaluating currencies, that is) into the precious metal. Poof. There's gold in them there rupees, renminbi, pesos, yen, euros and dollars. And even if you're not a central banker, Chris shares some ideas about riding the rising tide in gold prices.
THE GOLD REPORT - Frank Holmes: Emerging Markets' Growth and the Resources Boom
THE GOLD REPORT - Victor Goncalves: Fundamental Shifts on the Horizon for Energy
THE GOLD REPORT - Clif Droke: The China Controversy, Gold and the Stock Market
THE GOLD REPORT - Tom MacNeill: Saskatchewan Leading the Resources Boom
THE GOLD REPORT - Tom MacNeill: Saskatchewan's Resources Enriching the World
Once drab and droopy Saskatchewan has blossomed into the belle of the ball—and the healthiest economy in Canada. According to Tom MacNeill, undeniably one the province's most ardent fans and chairman and CEO of 49 North Resources Inc. (TSX-V:FNR), the transformed province will keep heads turning for the next century. Tom tells us, in this exclusive Gold Report interview, how his firm is reaching out to finance a lot of early-stage opportunities in the now-flourishing resources sector.
THE GOLD REPORT - Craig Stanley: Focus on Fundamental Drivers for Gold and Copper
Pinetree Capital Resource Analyst Craig Stanley sheds some light for The Gold Report on how real interest rates are driving gold's rise. Although the 10-year real rate is positive now, he says if it goes negative, and stays negative, "Look out. The gold price could really spike." In this exclusive Gold Report interview, he discusses some of the junior exploration and development companies in Pinetree's portfolio.
THE GOLD REPORT - Howard Ruff: Reprising (and Preparing for) Rough Times
Founder of The Ruff Times, Howard Ruff has long advocated silver and gold as a hedge against an inflation-induced economic crash. In this exclusive Gold Report interview, Howard talks about what he sees down the road and what investors can do to prepare themselves.
THE GOLD REPORT - John Kaiser: Balancing Security of Supply Worries with Optimism on the R&D Front
Americans have been bemoaning U.S. dependence on foreign oil for decades and a domestic alternative still seems a distant dream. Meanwhile, the world has changed. On one hand, that dependency now stretches across a broadening spectrum of raw materials, from molybdenum and tungsten to zinc, nickel and chromium to the decade's darling on the periodic table—the rare earths. And on the other, huge emerging economies, primarily that of China, are driving up demand for the raw materials needed to develop infrastructure and making it clear that their own domestic needs take priority. That adds up to what mining analyst John Kaiser describes as "the big theme that underlies the base metals and all the specialty metals markets"—the concept of security of supply—and it's a global issue. In this exclusive Energy Report interview, John identifies a few investment opportunities that are emerging to forestall lack of access to some key ingredients of economic growth. He also registers a clearly optimistic note in anticipating "a period of scientific breakthroughs that's going to pump up the world in a very big way.
THE GOLD REPORT - John Kaiser: The Allure of Bottom-Fishing
According to John Kaiser, creator of the Bottom-Fishing Index, companies on his 2010 list are cheap because the market thinks the junior resource sector lacks the staying power it needs for their management group to guide them into significant growth. Whether the market is correct remains to be seen. John hopes to never again see a Bottom-Fishing opportunity such as that left in the wake of the crash of 2008. That said, the denizens of the deep he dredged up for his 2009 Bottom-Fishing Index soared spectacularly close to 300% last year and in this exclusive Gold Report interview, he says they may double or triple in the year we've just begun. As for gold, regardless of where the price goes—up, down or sideways—John has suggestions about good places for investors to be.
THE GOLD REPORT - Trey Wasser: Identifying Stars in the Mexican Precious Metals Universe (Part I)
Trey Wasser, who designed the Mexican Gold & Silver Explorers Model to track junior explorers and producers as they define and develop precious metal assets and bring them into profitable production, took a breather from his frequent travels south of the border to spend some time with The Gold Report. Trey's model-based index has enjoyed a 250% increase since inception in January 2007—including no loss in the 2008 crash—so he clearly has a keen eye for what it takes to make a winner. Better yet, he willingly shares insights on lots of his favorites in this exclusive interview.
THE GOLD REPORT - Steven Li: Mergers Abound in Geothermal
Although the Copenhagen Climate Conference proved more a lesson in futility than blueprint for a global energy shift, investors are already chasing green in 2010. But which alt energy source to invest in? One that runs 24/7, according to Steven Li, Senior VP of Technology & Clean Tech at Raymond James. "With geothermal it's always there, all the time," says Li, who examines key drivers for geothermal development and explains how small geothermal companies become "institutionally relevant" in this exclusive interview with The Energy Report.
THE GOLD REPORT - Bob Moriarty: 2010—The Year for Gold Shares
321goldfounder Bob Moriarty returns to The Gold Report for a lively exclusive interviewabout what he sees as the best investments for 2010. "Last year it was gold," says Bob, "and this year I believe it will be gold shares." Noting that Bernanke 'destroyed the financial system of the world,' Bob sees two possible outcomes—a deflationary collapse wherein the U.S. refuses to pay back its $10 trillion debt, or hyperinflation. "Those are the only two alternatives," he says, "and either is pretty bad."
THE GOLD REPORT - Porter Stansberry: Pockets of Promise in Natural Gas and Oil
Stansberry & Associates Investment Research founder Porter Stansberry definitely likes the look of natural gas in emerging markets. As for oil, Porter expects it to do very well if inflation follows what he sees as inevitable declines in the value of the U.S. currency. Read on to learn what he describes in this exclusive Energy Report interview as "probably the best opportunity for oil investors in a very long time, maybe 40 years."
THE GOLD REPORT - Brent Cook: Successful Exploration Investing = Finding Smart People Doing Smart Things
No drill results? No worries. Good geology, good management, a good cash position and a good stock price are good enough to coax renowned exploration analyst (and geologist) Brent Cook into buying junior prospect generators and explorers. He finds his sweet spot being near the top of the batting order. If he waits for drill results to confirm what he expects them to reveal, he may miss the best time to buy. With year-over-year returns on his Exploration Insights portfolio averaging 80%—and one superstar at 10 times that!—Brent's clearly hit a few homers with his strategy. But in this exclusive interview, he cautions Gold Report readers against believing everything you read and hear. He says, "It's really, really critical to evaluate what a company's telling you."
THE GOLD REPORT - Porter Stansberry: Gold is "Nowhere Near the Top"
The U.S. dollar has reigned as the world's reserve currency for more than 30 years. That's a real anomaly in the history of paper money, according to Stansberry & Associates Investment Research founder Porter Stansberry, but the dollar's days on the throne are numbered. With a sea-change in the monetary system on the horizon—and drawing ever-nearer as more and more U.S. creditors turn toward hard assets and away of paper dollars—he tells The Gold Report in this exclusive interview that the world is approaching a return to "at least a de facto gold standard." Porter does not recommend bullion as "insurance" (because that suggests hope for the dollar when there is nothing to pin hope on) but rather as "the perfect natural money."
THE GOLD REPORT - Keith Schaefer: Oil and Gas in 2010
"If gas stays in the $5–$6 range, that's what I would call purgatory," says Oil & Gas Investments Bulletin writer Keith Schaefer, adding "and anything less than that would just be hell." Learn about new technologies that are greatly increasing the amount of recoverable oil in the world and find out why Keith warns investors to be very, very selective, particularly in Canadian natural gas stocks in this exclusive interview with The Energy Report.
THE GOLD REPORT - Michael Berry: Discovery Investing's Stellar Potential
Discovery Investing pioneer Dr. Michael Berry's number-one hedging strategy against the struggling U.S. dollar is to simply own currencies of the commodity countries—of which Canada is his favorite. In addition, Michael tells The Gold Report in this exclusive interview that he believes in "some exposure to the physical" in every investor's portfolio, maybe as little as 1%. He's a staunch believer in discovery investments, ideally a mixture of incubator, mature and legacy companies, so one can partake in the bonanzas that can come when promising discoveries make it to the world-class stage.
THE GOLD REPORT - Greg Chornoboy: Size of the Prize May Be Worth the Wait
Jennings Capital VP and Senior Oil & Gas Research Analyst Greg Chornoboy shares his take on the prospects for prices in oil and natural gas—and what he sees driving those prices—in this exclusive Energy Report interview. Cap and trade, "a lot of smoke and fire and great rhetoric," isn't on his list. Sharing insights into prospective investments, too, Greg favors large, well-capitalized companies for natural gas, while for oil he leans toward what he calls "embryonic" juniors with overseas properties in politically stable jurisdictions. That's where the size of the potential prize can be tempting. But don't look to them as get-rich-quick schemes, he cautions. "If you're not prepared to wait it out, it's not an appropriate investment."
THE GOLD REPORT - Charles Oliver & Jamie Horvat: Hit the Books & Study the Balance Sheets
The devil will be in the details of the balance sheet when hyperinflation hits. And while lots of companies have been using leverage to drive their ROE (and their stock prices), the structure of their debt may spell the difference between prospering and perishing. Those with low-interest debt that's locked in for a long spell actually will be poised to retire their obligations with cheaper dollars. But woe betide those stuck with floating rates. That's how Sprott Asset Management senior portfolio managers Charles Oliver and Jamie Horvat see what's brewing beyond the horizon, when time comes to pay the price for running the money-printing presses too hot and too long. As Charles and Jamie suggest in this exclusive Gold Report interview, investors who base decisions on the strength and structure of the balance sheet may not do too badly. In fact, they explain how the stock market itself may serve as a hedge against hyperinflation.
THE GOLD REPORT - Roger Wiegand: It's Not a "Buy and Hold Forever" Sector
Inflation is galloping at a 7% pace and a round of one-off corporate profits waiting in the wings are among the near-term sightings in Trader Tracks editor Roger Wiegand's viewfinder. As the veteran prognosticator tells The Energy Report readers in this exclusive interview, while a short-term surplus in oil and natural gas supplies doesn't appear to bode well for expectations of rising prices, the inflationary outlook outweighs the fundamentals, and inflation alone should drive oil up to as high as $100 a barrel.
THE GOLD REPORT - Peter Grandich: Silver's Turn to Shine
Not that there's a link between the two, but as the legendary Peter Grandich celebrates his silver anniversary as a market commentator, he tells The Gold Report in this exclusive interview that having been left behind in the big run-up in gold, silver's time has come to steal the limelight for a while. Peter, who started publishing The Grandich Letter 25 years ago and this month celebrates his first anniversary as Agoracom's market analyst too, also considers the current stock market rally as a gift delivered in the eye of the storm. Longer term, he expects America's underlying economic problems to result in prolonged sagging trading performance such as Japan has experienced over the past 20 years. Accordingly, he's alerting investors "to remove their bullish hats if they're still wearing them." As Peter's motto goes, "It's better to be a live chicken versus a dead duck."
THE GOLD REPORT - Green's Looking Lush to Lawrence Roulston
Wherever you look, you can see evidence of growing momentum in the green energy movement. With interest in alternatives to traditional, non-renewable sources of energy picking up steam around the globe, GreenTech Opportunities' editor and publisher Lawrence Roulston says investors in the sector may realize spectacular rewards. As he tells The Energy Report in this exclusive interview, he particularly favors enterprises on the brink of bringing breakthrough technologies to market—technologies that hold the key to making alternative energy production more economical, more efficient and more reliable.
THE GOLD REPORT - Lawrence Roulston's Bringing Base Metals into the Spotlight
With perhaps a short-term correction in store for gold, Resource Opportunities editor and publisher Lawrence Roulston is leaning toward base metals for more impressive gains in the coming months. And as he tells The Gold Report readers in this exclusive interview, the growth outlook for base metals doesn't rely solely on flourishing demand from developing nations. He also reminds us that "while most people focus on the day-to-day ups-and-downs in metal prices. . .the big money comes with owning a little company that proves up a big deposit."
Toby Hansen - Thanksgiving week to test gold's mettle
Gold bulls have had complete control for the last three weeks with the price rising over $120. Long term gold bears were expecting a quick retreat under $1000 once it was exceeded in September. However, the physical market buyers particularly those out in Asia, a falling US dollar and seasonally favorable influences have propelled the metal to a series of new all-time dollar highs.
THE GOLD REPORT - Ross Beaty: No Love Lost
His passion these days has turned to the geothermal energy arena, where he's busy putting his Midas Touch on Magma Energy Corp., but mining magnate Ross J. Beaty has not lost his love for silver, copper and gold. An entrepreneur extraordinaire, Ross still serves as Chairman of Pan American Silver. In this exclusive Gold Report interview, Ross talks about how Pan American's business model inspired that of his new enterprise, Magma Energy Corp., and what he sees as common ground in the geothermal and mining sectors.
THE GOLD REPORT - Ross Beaty: Magma Heating up Geothermal Space
In this exclusive interview with The Energy Report, entrepreneur extraordinaire Ross J. Beaty, whose most recent enterprise is Magma Energy Corp., talks about how he intends to offer investors a heretofore unavailable opportunity to ride the geothermal growth wave, what sparked his interest in the sector, and where he sees many similarities between mining for metals and capturing the energy from the magma beneath the earth's crust.
THE GOLD REPORT - Peter Spina: Going for the Gold
The convergence of an assortment of forces promise to keep driving up the price of gold, according to GoldSeek.com founder and president Peter Spina. In this exclusive Gold Report interview, as the gold price climbs toward $2,000, he suggests that investors might wait for another market rally in mining stocks, take some profits and invest the proceeds to add some physical gold to their portfolios. A year from now, says Peter, we'll look back on $1,000 gold as a bargain.
THE GOLD REPORT - Fadel Gheit: Oil Prices to Remain Inflated, but Don't Pass on Gas
The Energy Report - Ranked #3 on Forbes' Best Brokerage Analysts for 2009, Oppenheimer Senior Analyst Fadel Gheit sat down with The Energy Report to shed light on existing conditions in the oil and gas sector. In terms of oil prices, "financial players are more in control now than oil companies or OPEC," according to Fadel, who is currently more bullish on gas than on oil. "Despite the fact that gas stocks gained significantly this year," he says, "we think the upside potential remains great."
THE GOLD REPORT - Steve Parsons Takes a Shine to Copper
Consumption, speculation and growing demand by emerging economies add up to a rather rosy outlook for copper, says Steve Parsons, Senior Research Analyst for Wellington West Capital Markets. In this exclusive Gold Report interview, Steve explains how investors might capitalize on a theme that's picking up momentum on the copper concentrate side of the industry. He also sheds some light on a great copper story that's unfolding on the northern shore of Lake Superior in northeastern Minnesota, not far from the Ontario border.
THE GOLD REPORT - Byron King: Peak Gold + Weak Dollar = $2,000+
The Gold Report: We've seen quite a rebound in the markets since we spoke in May, and governments across the world have begun releasing some positive economic news. Are we out of the recession as Bernanke has told us?
THE GOLD REPORT - Sean Rakhimov, “The Coming Wave of Resource Nationalizations”
Since some time in 2006 we have had this theory of "The Coming Wave of Resource Nationalizations." The latter has an "s" to impress upon you that we are talking about all natural resources in all countries. Not literally, but we believe it will be a worldwide sweeping event encompassing all classes of natural resources. It sounds scary, yet it will be akin to a depression—it's merely a recession when your neighbor loses his job and will only turn into a depression when you lose yours. We also believe that this will be the Chapter One of what some call the (coming) "Resource Wars."