Streetwise Articles
Why Is Anti-Goldbug Dennis Gartman Getting into Gold?
Source: Brian Sylvester of The Gold Report (8/21/13)
Dennis Gartman, the editor and publisher of The Gartman Letter, has made no secret of his disdain for gold. But he believes a good trader is agnostic of everything. So, when technical charts indicated it was time to buy, he did. In this interview with The Gold Report, Gartman talks about how he has been playing gold off of other currencies to turn a profit and discusses whether he is ready to get into gold equities yet.
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Will the S&P 500 Impact Gold Stocks?
Source: Jordan Roy-Byrne, The Daily Gold (8/21/13)
"The relationship between the gold stocks and the stock market is difficult to pinpoint as its quite scattered."
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Mark Seddon: Why You Should Look Twice at an Ugly Duckling Metal
Source: Alec Gimurtu of The Metals Report (8/20/13)
Tungsten just doesn't have the sex appeal that made investors fall for the rare earth story. But maybe that's its trump card, considering the boom/bust cycle that swept rare earths didn't touch tungsten's slow, steady price increases. Analyst Mark Seddon of Tungsten Market Research has long been watching the often ignored metal, and asserts that tungsten is a harder sell, but a better buy for investors. In this The Metals Report interview, Seddon outlines tungsten's finer points and suggests miners are poised to reap rewards.
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Chris Mancini: The Good, the Not-So-Bad and the Maybe Ugly of Gold Equities
Source: Kevin Michael Grace of The Gold Report (8/19/13)
With gold in the $1,300s, Gabelli Gold Fund Research Analyst Chris Mancini recommends performing triage on the gold equity sector. In this interview with The Gold Report, Mancini says that companies with cash and cash flow will survive the crisis, while those with the ability to take advantage of the downturn, like streaming companies, will do the best of all.
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Gold's New Rally Begins Now
Source: Greg Guenthner, Daily Reckoning (8/16/13)
"It's been a crazy ride—but the breakout is finally here."
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Will Copper Prices Drop Further? Just Look at Oil Investments
Source: Stuart Burns, Resource Investor (8/15/13)
"While the media reports copper's price falls as a loss of faith by investors, the reality is they are being influenced by the same supply and demand judgments used by buyers."
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Casey's Louis James Warns: 'Don't Try to Time the Market'
Source: JT Long of The Gold Report (8/14/13)
Don't ask Louis James if the gold price has reached bottom. He doesn't care. The senior editor with Casey Research is too busy trying to ferret out those gold miners with a bird in the hand, as he calls it in this interview with The Gold Report. He travels the world, most recently visiting Ethiopia, looking for companies with an overlooked story, an undervalued mine, an underappreciated grade. While James knows no one can time the market, he is quite certain he has found some good values.
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Today's 'Gold Convergence' Is Your Best Buy Signal Yet
Source: Peter Krauth, Money Morning (8/14/13)
"Any one of these indicators is bullish on its own. So when all four signals flash at once, please don't wait."
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Electric Transportation Could Jump-Start Rare Earth Markets: Patrick Wong
Source: JT Long of The Metals Report (8/13/13)
Remember when CD players cost hundreds of dollars? The same volume-based price slide is starting to take place with electric vehicles, according to Patrick Wong, CEO and director of Innovation Metals Corp. Wong believes that hybrid and electrical cars are on the cusp of overtaking standard automobiles as the vehicles of choice. And when they do, the rare earth markets that supply the materials needed in every electric car battery and drive motor will take off. In this interview with The Metals Report, Wong encourages investors to get into the market before they get left behind.
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Miners with the Grade to Survive the Silver Downturn: Chris Lichtenheldt
Source: Kevin Michael Grace of The Gold Report (8/12/13)
It's one thing for a silver producer to make a profit at $28/oz and quite another to do the same at $20/oz, declares Chris Lichtenheldt, senior mining analyst at Dundee Capital Markets. In this interview with The Gold Report, Lichtenheldt examines eight silver companies, detailing which ones will be rewarded for high-grade assets and which ones punished for high costs. And he explains why one of his favorites is a silver company that doesn't actually produce silver.
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China to Begin Trial Run of Rare Earth Products Exchange
Source: Dorothy Kosich, Mineweb (8/12/13)
"Rare earth trading systems are currently undergoing testing and are expected to become operational in China in October."
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Dan Hrushewsky: Low-Cost, High-Margin Mining in West Africa
Source: Brian Sylvester of The Gold Report (8/7/13)
There are two things investors pay too much attention to, according to Jennings Capital Analyst Dan Hrushewsky: metals prices and grade. Why? Extremes of low and high prices never last, and high grades don't always make for economic deposits. In this interview with The Gold Report, Hrushewsky explains the metrics behind his all-in cash cost estimates and profiles West African projects that are connecting the dots.
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Eight Catalysts That Can Move Your Mining Stocks: Jocelyn August
Source: Brian Sylvester of The Metals Report (8/6/13)
Catalysts can move mining equities substantially up or down, so being aware of upcoming news and events is key to portfolio management. Sagient Research's Jocelyn August advises investors to look for miners with good management teams that are transparent in their announcements and consistently meet their deadlines. In this interview with The Metals Report, August outlines the eight biggest catalysts in the mining space and discusses companies with anticipated near-term catalysts.
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Finding Bargains Down Under with Rick Rule
Source: Karen Roche of The Gold Report (8/5/13)
Down markets are notoriously rife with good deals, and nowhere is this truer than Down Under. In this interview with The Gold Report, Rick Rule, founder of Sprott Global Resource Investments, explains how he takes advantage of Australia's small, volatile market and investors' ethnocentrism to find high-quality companies whose shares are, in his opinion, going for a steal.
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Believe It or Not: Gold's 8-Year Cycle Still on Track
Source: Mary Anne and Pamela Aden, The Aden Forecast (8/2/13)
"Gold's movements are in line with historic trends, never mind what the no-nothing, hand-wringing Cassandra's are saying."
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Counterpoint: Supply and Demand in the Rare-Earths Market 2015–2020
Source: Jack Lifton, Technology Metals Research (8/1/13)
"In the rare-earth total supply chain, China is most of the global ball game."
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Chris Berry's Strategies for Profiting from a Distorted Reality: Investing After QE
Source: J. Alec Gimurtu of The Gold Report (7/31/13)
Quantitative easing has created new problems for commodity investors—the systemic distortion of true supply-demand for commodities. What is a long-term investor to do? In this interview with The Gold Report, Chris Berry, founder of Mountain House Partners, explains what specific factors make a compelling junior miner in this market and lays out his strategy for profiting from a QE-distorted reality.
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Gold Nears 10% Monthly Gain
Source: Adrian Ash, BullionVault (7/31/13)
"The relationship between the gold price and real U.S. interest rates, adjusted for inflation, is less clear."
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Chris Berry: Rare Earth Stocks Show Signs of Life, but Will the Uptrend Stick?
Source: Alec Gimurtu of The Metals Report (7/30/13)
Prices for rare earths and some rare earth mining stocks are showing positive price action following China's crackdown on illegal mines. But is this the beginning of a sustained recovery, or just a temporary blip on the screen? House Mountain Partners founder Chris Berry explores these questions in this interview with The Metals Report and shares his macroeconomic outlook. As Berry reminds us, V-shaped recoveries are preferred, but rare. That means investors must cultivate patience and courage.
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Ron Struthers: Are Gold Equities on the Cusp of an Upswing?
Source: Brian Sylvester of The Gold Report (7/29/13)
It is like a carrot on a stick for small-cap mining investors: the promise that we have finally hit bottom and prices will rise again for gold and mining stocks. That time is almost here, according to Ron Struthers, the publisher and editor of Struthers' Resource Stock Report. In this interview with The Gold Report, Struthers discusses how a run on bullion banks has played with the gold price and which indicator is telling him things are about to move. If Struthers' forecast is right, the gold market could be on the cusp of one of its best corrections yet.
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Now Is the Time to Build New Mines, But It Ain't That Easy
Source: Lawrence Williams, Mineweb (7/29/13)
"Financial analysis suggest now is the ideal to start work on mega mining projects before price cycles turn up again, but this is easier said than done."
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Profit from Palladium's Bullish Trend
Source: Sean Brodrick, ETF Daily News (7/29/13)
"I call palladium the Rodney Dangerfield of metals because it 'gets no respect, I tell ya, no respect at all.'"
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U.S. Global Investors' Secret: 'Keep Calm and Invest On'
Source: Brian Sylvester of The Gold Report (7/24/13)
As an investor, you probably get a lot of advice and don't know which to follow: There are conflicting reports, Fed announcements, figures that tell only half the story. In this interview with The Gold Report, Ralph Aldis, senior mining analyst with U.S. Global Investors, helps investors parse these many information streams, explains what seasonal gold pricing patterns could mean for investors and offers a stable of junior equities that could provide greater leverage to a gold price recovery.
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Why Gold Mining Stocks Are a Buy Now
Source: Gary Gately, Money Morning (7/24/13)
"You have to choose carefully when picking gold mining stocks or ETFs to buy."
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Ron Struthers: Have Flake Graphite Prices Bottomed?
Source: Brian Sylvester of The Metals Report (7/23/13)
After a spike in flake graphite in 2011, have prices finally reached bottom? Ron Struthers, the publisher and editor of Struthers' Resource Stock Report, believes so. In this interview with The Metals Report, Struthers talks about how market psychology and fundamentals may play out in the graphite and rare earths spaces as new mines inch toward production.
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