Counterpoint from Kevin Campbell: Canadian Junior Mining Companies—and Independent Brokers—Have a Bright Future
Source: JT Long of The Gold Report  (4/3/13)
Haywood Securities Managing Director Kevin Campbell is concerned by all the negative talk about the state of junior mining. In this reaction to an interview in The Gold Report with B&D Capital consultant Don Mosher, Campbell outlines the fundamental demand for commodities behind his conviction that this is a temporary, albeit vicious, downturn and that the TSX Venture Exchange, the industry and the experienced web of service providers that have built up around it are here to stay. More >

David Stockman: Welcome to Irrational Exuberance 2.0
Source: Karen Roche and JT Long of The Gold Report  (4/3/13)
In his new book, "The Great Deformation: The Corruption of Capitalism in America," David Stockman, former Republican U.S. Congressman, former director of the Office of Management and Budget and founding partner of Heartland Industrial Partners, levies blame for the dire straits of the global financial system on central bankers, economists and politicians of both parties. In this interview with The Gold Report, he also offers some draconian solutions, including the need for a "constitutional fiscal chastity belt" in the form of a balanced budget amendment. More >

How to Double Your Money by Investing in Copper
Source: Money Morning Staff Reports  (4/3/13)
"With copper, peak inventory levels are usually hit before a price rebound¬—sometimes with prices doubling in less than six months." More >

Why Rick Rule Bought $280M of Platinum and Palladium
Source: Karen Roche of The Metals Report  (4/2/13)
When Rick Rule pairs lower grades, labor strife and inefficient mines with the relentless demand for platinum and palladium, his result is an investment thesis that could pay off for bullion and equity investors. In his Metals Report interview, the founder and chairman of Sprott Global Resource Investments Ltd. compares the current platinum and palladium space to the uranium sector 10 years ago, and predicts handsome returns for investors willing to shoulder the risk. More >

Coming Soon: The Next Breakout For Gold
Source: Dan Amoss, The Daily Reckoning  (4/2/13)
"History shows the Fed excels at creating bubbles, yet is completely inept at controlling conditions when bubbles pop." More >

Jeb Handwerger Follows the Smart Money to Undervalued Miners
Source: Brian Sylvester of The Gold Report  (4/1/13)
Investors unsure of which way to turn in this market need only watch the "smart money," says Jeb Handwerger, the editor and publisher of GoldStockTrades.com. Billionaires like John Paulson and Carlos Slim are plucking up mining investments on the cheap. In this interview with The Gold Report, Handwerger shares his favorite discount buys. More >

The Basics of Investing in Junior Mining Companies
Source: Scott Wright, Zeal Intelligence  (4/1/13)
"A junior gold producer is a publicly traded company that mines gold at an annual rate of up to about 150 Koz." More >

The DoD's 'About Face' on REEs
Source: Shane Lasley, Mining News  (4/1/13)
"In a 189-page report, the DoD recommends investing $130M to establish near-term strategic stockpiles of seven rare earth elements." More >

International Gold Analyst Christos Doulis Names Four Miners that Could Make Money at the Margins—and One that Probably Won't
Source: Brian Sylvester of The Gold Report  (3/29/13)
Christos Doulis travels the world for Stonecap Securities looking for mining companies that can contain costs; companies that can't contain costs because of rising labor and energy bills are not profiting from higher gold prices. From Mexico to Europe and Canada, he has singled out four companies that could actually make money for shareholders—and one that probably won't. And for those not ready to pick one company, Doulis, in this Gold Report interview, names his first small royalty company selection that could profit from the current challenging financing environment. More >

Ignore Banks' Bearish Statements on Gold
Source: Jeff Clark, Casey Research  (3/29/13)
"Goldman Sachs has lowered its gold price projections and says the metal is headed to $1,200/oz. Credit Suisse and UBS are bearish. Citigroup says the gold bull market is over. So I guess it's time to pack it in, right?" More >

Precious Metals the Antidote to Fiat Currency Threat: International Resource Specialist Peter Krauth
Source: Brian Sylvester of The Gold Report  (3/27/13)
Peter Krauth, resource specialist for Money Map Press, considers the precious metals space an overarching requirement for investors. He sees value in every sector, although he admits it takes a contrarian mindset to see the opportunity among stocks that have been trending down for as long as 18 months. In this Gold Report interview, Krauth shares names from majors to mid caps to royalty companies, including those in the platinum group metals space, where supply-and-demand tensions will move the price of palladium up. More >

Can Gold Miners Increase Profits Through Spin Offs?
Source: Jeff Uscher, Money Morning  (3/27/13)
"Depending upon what is included in spin offs and how they're priced, they could be very attractive short-term investments, so keep a close eye on them." More >

Postcards from the Rare Earth Front
Source: Joseph Sternberg, Wall Street Journal  (3/27/13)
"Scientists in Tokyo last week announced they have identified new deposits of so-called rare-earth metals some six kilometers below the ocean surface. " More >

Four Billion Reasons REEs and Graphite Will Make You Money: Chris Berry
Source: JT Long of The Metals Report  (3/26/13)
Self-help manuals tell us that what we focus on, we manifest. This is certainly true for rare earth elements enthusiast Chris Berry. Where some see a spiraling global economy and stagnation, Berry sees an emerging world with four billion people hungry for new technologies in which graphite and rare earth elements play a big part. In this interview with The Metals Report, Berry describes what he calls the changing complexion of the commodity super cycle and names a few companies to start focusing on. Get Berry's energy-metals outlook in his recent Energy Report interview. More >

Strategic Mineral Advisory Council Calls for US REE Supply Chain
Source: Dorothy Kosich, Mineweb  (3/25/13)
"The Strategic Mineral Advisory Council is encouraging the U.S. Department of Defense to nurture a U.S.-based REE supply chain." More >

Market Technician Jordan Roy-Byrne's Charts Predict Precious Metals Will Outperform
Source: Alec Gimurtu of The Gold Report  (3/25/13)
Jordan Roy-Byrne, editor and publisher of TheDailyGold Premium, was able to achieve some marked success in last year's choppy market by buying growth-oriented producers. After the broader market tops out, Roy-Byrne is watching for the same stocks to outperform again. In this Gold Report interview, Roy-Byrne talks about how a decoupling in the market between stocks and gold is an indication he's right about buying stocks with relative strength, and growing cash flow and production. More >

Don Mosher: Strangulation by Regulation—Is the Venture Exchange on Its Deathbed?
Source: Brian Sylvester of The Gold Report  (3/25/13)
Don Mosher, a business consultant with B&D Capital in Vancouver, is sounding the alarm. The TSX Venture Exchange, a once-thriving exchange for junior mining companies, is struggling. Its strife is a symptom of the overregulation that is slowly killing a whole sector of the Canadian economy, forcing mining companies and their servicers out of business or to move overseas. But the death knell hasn't sounded yet, Mosher tells The Gold Report. He believes the Venture Exchange and mining in Canada can be saved, and he outlines his plan here. More >

Gold Could Test Lows After Cyprus Deal
Source: Ben Traynor, BullionVault  (3/25/13)
"We expect gold to move sideways this week with, however, a tendency for lower prices." More >

Gold Stocks Are the Market's Single-Best Value Today
Source: Jeff Clark, Wealth Daily  (3/22/13)
Gold stocks aren't just ridiculously cheap relative to the S&P 500. . .they're also cheap relative to gold. More >

Five Mining Companies that Meet Jamie Mackie's Success Criteria
Source: Brian Sylvester of The Gold Report  (3/22/13)
While Jamie Mackie, senior vice president and investment adviser with Macquarie Private Wealth, thinks the mining sector could sink further, he also believes now is the time to buy, carefully. In his first Gold Report interview, he discusses strategies to mitigate junior mining risk, including royalty and streaming companies, large and small. More >

Gold Stocks Are the Market's Single Best Value Today
Source: Jeff Clark, Advanced Income  (3/22/13)
"Gold stocks aren't just ridiculously cheap relative to the S&P 500. . .They're also cheap relative to gold. And they're cheap relative to any measure of 'normal' price action." More >

Mexico's Guerrero Gold Belt, Home of Low-Cost Gold Production and Analyst Merrill McHenry's Favorite Miners
Source: Brian Sylvester of The Gold Report  (3/20/13)
The Guerrero Gold Belt, a sexy, new, developing mining district in the state of Guerrero, Mexico, has attracted some exciting explorers that have unearthed key discoveries. While several companies have gone on land-grabbing sprees, there's still good news: the Guerrero is growing. Merrill McHenry, metals and mining analyst with Industrial Alliance Securities in Toronto and an expert on the area, believes the Guerrero could be more than twice as large as it's currently defined—potentially becoming one of the largest gold districts in the world. McHenry tells The Gold Report
which companies are strategically positioned to grow and develop within the Guerrero Gold Belt. He also discusses the impact of the evolving Cyprus financial crisis on gold.
More >

The Cyprus Crisis, Banking and Gold
Source: Adrian Ash, Bullion Vault  (3/20/13)
"The gold price in Euros jumped 2.3% at the start of Asian trade Monday morning, and has since jumped again as the chaos in Cyprus's rescue gets worse." More >

20 Million—Why Is this Number Critical for Copper?
Source: Brian Sylvester of The Metals Report  (3/19/13)
For resource expert Joachim Berlenbach, fund adviser with Switzerland's Earth Resource Investment Group, copper is shining brighter than gold—he even does some back-of-the-envelope calculations to show how global development could create a serious supply bottleneck. In his first Metals Report interview, Berlenbach calls on investors to up their risk appetites and fund mine development, providing some straightforward metrics to weigh the odds. More >

Dynamic Funds Manager Rob Cohen Imagines a Gold-Centric World
Source: Sally Lowder of The Gold Report  (3/18/13)
Robert Cohen, lead portfolio manager with Dynamic Funds, has been kicking up dust at conferences and in board rooms with his "revolutionary and simple" idea that gold mining companies should hold gold on their balance sheets and use gold-based loans. But the idea is gaining traction and he suggests in this Gold Report interview from the Prospectors & Developers Association of Canada conference that management teams and investors alike would do well to question their use of U.S. dollars as a functional currency. More >