Fund Managers Face Off in the Quest for Mining Profits
Source: JT Long of The Gold Report  (11/26/12)
Buy and hold or go for the tenbagger? Two successful money managers, Adrian Day and Brian Ostroff, sat down with The Gold Report at the Hard Assets Conference to share their forecasts for 2013. Although the two have very different investing approaches, they came to some of the same conclusions about the future of gold and the companies that could make it through the next cycle. More >

Real Rates and Gold
Source: Adam Hamilton, Zeal Research   (11/26/12)
"The inflation associated with negative real rates ignites gold price gains far exceeding that inflation." More >

Trouble Ahead in 2013?
Source: Clif Droke  (11/23/12)
"The Kress cycle outlook describes the coming year as potentially dangerous." More >

Rick Rule: Be a Risk Manager, Not a Reward Chaser
Source: Karen Roche of The Gold Report   (11/23/12)
The Gold Report met up with Rick Rule, founder and chairman of Sprott Global Resource Investments Ltd, at the Hard Assets Conference in San Francisco. In this interview with The Gold Report, he shares his belief in the power of gold as both "catastrophe insurance" and an investment vehicle. As to equities, he sees a new discovery cycle lifting the prospects of majors and juniors alike, as long as they act like "rational" businesses. More >

This 'X Factor' Controls the Price of Gold Stocks
Source: Chris Mayer, The Daily Reckoning  (11/23/12)
"Analyst forecasts on gold have been wrong for years. And they’ve been wrong always in the same direction — too low!" More >

Three Events Worth Watching
Source: Frank Holmes, Frank Talk  (11/21/12)
"Make sure your portfolio is well prepared." More >

Hard Times Yield Smarter, Leaner Junior Miners
Source: Dorothy Kosich, Mineweb  (11/21/12)
"Ernst & Young's new Mining Eye Index examines how junior mining companies respond to finance challenges." More >

Michael Berry: When Picking Mineral Stocks, It's Management, Management, Management
Source: George S. Mack of The Gold Report   (11/21/12)
Michael Berry believes the declining dollar is the real driver behind the gains in gold and silver and that silver is undervalued relative to gold. In this interview with The Gold Report, Berry, co-founder of Discovery Investing and pioneer of the Discovery Investing Scoreboard, discusses the factors that are now driving valuation and highlights some micro-cap stocks that the market has ignored. More >

Billionaires Buying Gold Bullish for the Yellow Metal
Source: Deborah Baratz, Money Morning  (11/21/12)
Gold buying by some of the world's most successful investors is a strong argument that gold prices, despite their impressive rise over the past several years, still have a long way to go. More >

Gareth Hatch: Supply Chain Economics Drive Rare Earths Stocks
Source: Brian Sylvester of The Critical Metals Report  (11/20/12)
There are few mining sectors where chemistry, metallurgy and the supply chain meet in such a complex yet potentially profitable way as rare earths. Companies must keep an eye perpetually toward the future, making prescient judgments about end-user demands and constantly evolving technologies. In this interview with The Critical Metals Report, Gareth Hatch, founding principal of Technology Metals Research and president and director of Innovation Metals Corp., gives an update about which projects are closest to production and which have the right recipe to entice customers. More >

The ABCs of Mining Catalysts: Jocelyn August
Source: George S. Mack of The Gold Report  (11/19/12)
Investors need to know their catalysts and their potential effects—good and bad—on precious metals mining companies. Jocelyn August, senior analyst at Sagient Research, knows her catalysts from pre-exploration to production. In this Gold Report interview, she describes eight catalysts and gives examples of upcoming catalysts for seven small-cap companies. More >

Golden Opportunities in Myanmar
Source: Frank Holmes, Frank Talk  (11/19/12)
"The country has been called 'probably the best investment opportunity in the world right now.'" More >

High Gold Prices Push Many Indians to Silver for Diwali
Source: Shivom Seth, Mineweb  (11/19/12)
"The stable price of silver has Indians investing in the white metal, with investors looking for good returns." More >

Three Points a Jurisdiction Must Meet Before You Invest: Charlie Brookes
Source: Brian Sylvester of The Gold Report  (11/19/12)
With money rushing out of the junior resource space, Charlie Brookes, investment director at Arlington Group Asset Management and investment manager at Praetorian Resources, is rushing in—thoughtfully. In this Gold Report interview, he says now is the time to buy and hold, but it is crucial that investors do their homework before investing. More >

Does China Really Want a Rare Earth Monopoly?
Source: Hongpo Shen, ProEdge Wire  (11/19/12)
"China's rare earth White Paper notes that China 'hopes countries and regions with abundant REE reserves will make active efforts in developing their own resources.'" More >

John Mauldin's Roadmap to Surviving the Fiscal Cliff
Source: JT Long of The Gold Report  (11/16/12)
Investors could be in for a bumpy ride the rest of the year as politicians navigate a difficult path toward a solution to what is being billed as the fiscal cliff of $720 billion in expiring tax cuts and mandatory spending cuts. In this interview with The Gold Report, John Mauldin, author of Thoughts from the Frontline, shares his insights on some of the possible twists and turns ahead and how investors can brace themselves for whatever comes. More >

Gold's Relative Strength and What It Means
Source: Jordan Roy-Byrne, The Daily Gold  (11/16/12)
"Gold is in a healthy bullish position because it's trending higher against all major markets with the exception of bonds." More >

A Change Is Coming: 2013 & Onward, Part I
Source: Julian Phillips, Gold Forecaster  (11/16/12)
"The shift of wealth from the West to the East is a long-term facet of the global economy." More >

Gold Up, Gold Stocks Get Pummeled
Source: Bob Kirtley, SK Options Trading  (11/16/12)
"It is possible that gold mining stocks are being classified as general stocks so when the market sells off, the mining stocks are also sold off." More >

Seven Reasons Why Gold Prices Will Sky Rocket
Source: William Patalon, Money Morning  (11/14/12)
"There are lots of ways to play, profit from or own gold, but we like two in particular, gold miners and physical gold." More >

Global Copper Production Under Stress
Source: Rick Mills, Ahead of the Herd  (11/14/12)
"Increasingly we will see falling average grades being mined, mines becoming deeper, more remote and come with increased political and nationalization risk." More >

How to Speculate on Precious Metals Without Gambler's Ruin: Rodney Stevens
Source: Brian Sylvester of The Gold Report   (11/14/12)
Rodney Stevens, portfolio manager at Wolverton Securities, believes investors speculating in precious metals must be disciplined to avoid gambler's ruin. While "disciplined speculation" may seem like a contradiction, it is key to Stevens' approach. Through both technical analysis and fundamental analysis, and a careful read of intermediate trends, Stevens has developed a concentrated portfolio of precious metal companies held both long and short. In this Gold Report interview, he shares where the sweet spot in the mining space is and advises how to limit portfolio risk. More >

Gold vs. Gold Stocks: Which Is the Better Investment?
Source: Jason Hamlin, Gold Stock Bull  (11/14/12)
"From 2001 until Nov. 12, 2012, physical gold has appreciated by 537%, an impressive gain considering that the stock market has only returned 7% in the period. However, gold stocks have gone up nearly twice the rate of gold, for a gain of 936%!" More >

Why Copper Is a Critical Metal: Mickey Fulp
Source: JT Long of The Critical Metals Report  (11/13/12)
Copper is often referred to as "Dr Copper," the metal with a PhD in economics. Yet most analysts don't view it as a critical metal. In this interview with The Critical Metals Report, Mickey Fulp, author of The Mercenary Geologist, gives his thoughts on why the experts are wrong and why copper should be considered a critical metal. More >

Alka Singh: Distinguish the Precious Metal 'Haves' from the 'Have-Nots' and the 'Wannabes'
Source: Zig Lambo of The Gold Report  (11/12/12)
With gold and silver prices expected to be heading higher in 2013, investors will need to decide how to allocate funds to both hedge their bets and still make room for upside potential. In this interview with The Gold Report, Alka Singh of the independent research firm Mine2Capital tells investors how to distinguish the "Haves" from the "Have-Nots" and the "Wannabes" and names companies with upside potential. More >