Streetwise Reports' Article Archives — September 2013 back to current month (26)

Why Don Coxe Expects Gold to Soar on Good Economic News (09/30/2013)

The standard wisdom on gold is that it does well in times of economic bad news such as in the 1970s, a period of stagflation and recessions, when the yellow metal rose from $35/oz to peak at $850/oz in 1980. But this time, Don Coxe, a portfolio adviser to the BMO Asset Management, believes things are different. In this interview with The Gold Report, Coxe explains why gold will rise when the economy improves.

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McKinsey Report: Commodities Supercycle Dead? Hardly. (09/30/2013)

"Over the past 13 years, the average annual volatility of resources prices has been three times what it was in the 1990s, resulting in a new era of resource price supercycles."

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Seeds of Change: Gold Price Hints at Better Economic Times (09/30/2013)

"On a brighter note and thanks to the Fed, we're seeing some positive signs in the markets. The stock market, for instance, has been on the rise, telling us that better times lie ahead. Interestingly, gold and bonds are telling us the same thing and we'd be foolish not to listen."

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See No Evil: Silver Price Manipulation Probe Dropped (09/27/2013)

"This decision highlights the fact that regulators face very stiff obstacles in proving market manipulation despite the expanded powers the CFTC received in the 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act."

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An Investing Opportunity of a Lifetime: Lessons from the Sprott Precious Metals Roundtable (09/25/2013)

What happens when you bring together four of the top minds in the precious metals investing space to share insights from the front lines of gold, silver platinum and palladium investing? These excerpts from a Sprott Resources Roundtable featuring Gloom, Boom and Doom Report Publisher Marc Faber, Sprott Asset Management Chief Investment Strategist John Embry, Sprott Global Resource Investments Founder Rick Rule and Sprott Asset Management Founder Eric Sprott prove that great minds think big.

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Search for Speculative Juniors with the Potential to Soar: Michael Curran (09/25/2013)

In the fall, an investor's fancy returns to the market. Michael Curran of Beacon Securities believes that the end of the summer doldrums could result in gold reaching a high of $1,500/oz this year. In this interview with The Gold Report, Curran argues that investors should pay particular attention to speculative plays with modest potential downsides and exciting potential upsides.

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50 Shades of Gold (09/25/2013)

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Look Beyond Gold for Compelling Risk/Reward Ratios: Michael Curran (09/24/2013)

Diversify, diversify, diversify—that's Michael Curran's advice for metals investors. So if you've been obsessively eyeing gold and silver prices, you might want to focus your attention elsewhere in the mining sector, says the Beacon Securities mining research analyst. Nothing wows the market like discoveries, and exploration success in the copper, zinc and uranium spaces are making some shareholders very happy indeed. In this interview with The Metals Report, Curran shares his top speculative picks for a diversified mining portfolio.

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Sprott's Charles Oliver Sees the Shine Returning to Metals (09/23/2013)

Has the gold price hit bottom? Charles Oliver, senior portfolio manager with Sprott Asset Management, believes that the fundamentals are in place for gold to vault from its downturn—possibly topping $2,000/oz in the next year. In this interview with The Gold Report, Oliver talks about which small-cap miners he's been adding to his portfolio before the market recognizes the illogical discounts.

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Precious Metals 'Back to Status Quo' After Fed Surprise (09/23/2013)

"Both the price of gold and silver recovered early losses Monday morning in London, regaining a 1% and 2% drop respectively as world stock markets slipped with commodities."

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Brent Cook: Do NI 43-101s Provide a False Sense of Security? (09/18/2013)

Many mining companies find themselves in a high-grading dilemma, according to Brent Cook, publisher of Exploration Insights. As companies deplete higher grade reserves, they have to acquire new deposits. But unless you are a geologist, don't look to NI 43-101s to always give you reliable information about the quality of a resource. They often don't provide the data needed to make intelligent decisions, says Cook in this interview with The Gold Report. Cook is interested in investing only in world-class deposits and shares some of the names on his list.

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Paul Renken: It's Time for Retail Investors to Capture Metals Upside (09/17/2013)

When gold and silver took a plunge, institutional investors went bargain shopping right away, says Paul Renken, mining analyst with VSA Capital. Now it's time for retail investors to ride upside momentum in copper, zinc, tungsten and phosphate. In this interview with The Metals Report, Renken shares his outlook for base and minor metals, as well as the companies that could outperform on the back of climbing commodity prices. (Hint: It's not usually the majors.)

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Is the Peruvian Government Becoming More Mining Friendly? (09/16/2013)

With a credit rating higher than Mexico and Brazil, Peru should be high on the list of mining investors, but confidence has been shaken over the last few years when the government revoked some high-profile mining licenses. According to Lima-based Kallpa Securities Managing Director Ricardo Carrión and President Alberto Arispe, recent government actions might signal a reset, with the government even acting as a mediator between mining companies and the local communities. In this interview with The Gold Report, Carrión and Arispe detail the state of mining exploration in Peru and discuss companies actively exploring, including one that just received its long-awaited environmental approval.

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The Platinum Series: Part II (09/16/2013)

"The entire world supply of platinum is far less than gold or silver."

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Summers' Fed Exit Fails to Spur Precious Metals (09/16/2013)

"Former U.S. Treasury Secretary Larry Summers last night withdrew from being considered for the role of U.S. Federal Reserve chief, citing strong political opposition."

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Historic Buying Opportunity Coming in Gold Stocks (09/16/2013)

"The first reason I expect a retest is the current recovery has veered off historical course."

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Historic Buying Opportunity Coming in Gold Stocks (09/16/2013)

"The first reason I expect a retest is the current recovery has veered off historical course."

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Finding Low-Risk Miners in Today's Minefield: Adrian Day (09/11/2013)

Adrian Day is finding that the glass is definitely half full these days. While the founder of Adrian Day Asset Management believes that volatility in precious metal stocks will continue, he also believes that gold's extreme bottom is behind us and macroeconomic and geopolitical conditions will continue to support gold. In this interview with The Gold Report, Day is downright exuberant on gold stocks and discusses royalty companies, prospect generators, majors and juniors that can mitigate risk.

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David Franklin: Is Platinum the New Gold? (09/10/2013)

The Goldrums of June are giving way to a new dawn for platinum group metals, says David Franklin, a market strategist at Sprott Asset Management. While white metal miners face a variety of challenges, there is an increasing demand for platinum and palladium from vehicle manufacturers in the U.S. and China. And supplies of the hard-to-find metal are vanishing day by day. Now is the time to buy into existing stockpiles of the precious metal, Franklin tells The Metals Report.

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Zinc Faces Structural Deficit as Demand Outstrips Supply: Glencore (09/10/2013)

"According to Glencore's presentation, a 5% increase in demand equates to around 600,000 mt of new zinc mine capacity needed every year; by 2016 nearly 2 million mt of new annual production will required."

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What Western Supply and Asian Demand Mean for Gold: Brien Lundin (09/09/2013)

The global rally for gold underway since late June will soon translate to juniors, says Brien Lundin, CEO of Jefferson Financial and the publisher/editor of Gold Newsletter. With so many undervalued companies in safe North American jurisdictions, he sees no reason to add sovereign risk to a portfolio. In this interview with The Gold Report, Lundin details which companies he follows and why, highlighting one area where major discoveries are "lined up like pearls on a string."

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Will Gold Follow Its Seasonal Pattern This Year? (09/09/2013)

"Historically, September has been gold's best month of the year. Looking at more than four decades of monthly returns, the precious metal has seen its biggest increase this month, averaging 2.3%."

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Five Ways to Play Gold and Silver (09/05/2013)

"The past two years have not been kind to our favorite precious metals."

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The Impending Shakeout in the Rare Earth Sector: Who Will Survive? (09/05/2013)

"Though there are exceptions, in general the supply chain doesn't care which REE projects will successfully come to fruition, only that enough come to fruition such that their ability to secure REE metals, oxides and other compounds from sources outside of China, at a reasonable price, is realized."

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Thrive, Survive or Die: Barry Allan on Stress-Testing Junior Gold Miners (09/04/2013)

Analysts at Mackie Research Capital crunched the data to stress test which junior miners would thrive, survive or die at $1,000/oz gold and $18/oz silver. In this interview with The Gold Report, Barry Allan, director and vice chairman of Mackie's mining group, delves into details on some of those companies and offers hope that the sector, instead of going to hell in a handbasket, is actually rebounding.

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Dave Forest: How to Play the Looming Platinum Supply Crisis (09/03/2013)

South Africa, platinum mining giant, is about to fall off the investment map, says Dave Forest of Pierce Points. Until the country sorts out its labor politics, there is a real need to establish alternative sources of platinum group metals, vanadium and manganese. In other words, while it's a bad time to be a miner in South Africa, it's a good time to hold in-ground reserves. In this interview with The Metals Report, Forest names deposits in the Americas and elsewhere in Africa with the potential to meet global platinum needs. But he's choosing carefully, because even in times of scarcity, Forest argues, it just won't do to develop anything other than the best, most economic mining projects.

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