Current news and articles
The Gold Report: How do you account for falling commodity prices? Steve Palmer: The strong U.S. dollar is driving commodity prices down. The dollar-based slide is magnified by the summer doldrums and the lack of liquidity in many of the junior names. There is also a widespread perception that the Chinese growth rate is slowing, […]
How AlphaNorth’s Steve Palmer Copes with the Commodity Blues Read More »
The Gold Report: In a recent Benchmark Mineral Intelligence report, “Mineral Supply Chain Visibility: Impact of Disruptive Technologies on Critical Raw Materials,” you make the case that supply chain visibility will become increasingly important in the critical minerals space. Please briefly explain why. Simon Moores: We’ve noticed that during the rare earth element bubble in
Posted on August 7, 2015 by Martin Armstrong The debate everyone has been waiting for revealed the bias of the moderators and their secret agenda against Trump. The second most interesting exchange was between Christie and Paul. The so-called debate began with the leading question of asking candidates if they would pledge not to go a third party,
The Republican Debate on FOX News | Armstrong Economics Read More »
Chart: Gold prices (USD) with 14-day relative strength index (RSI) and Chicago Board Options Exchange Volatility Index (VIX) as proxy for market volatility The Gold Report: The price of gold flirted with $1,300 per ounce ($1,300/oz) in January. In July, it fell below $1,100/oz. What happened? Joe Mazumdar: Gold began 2015 at $1,184/oz. So, year
Canaccord Genuity’s Joe Mazumdar Tells Gold Investors to Go Underground to Survive Read More »
August 4, 2015 Dudley Pierce Baker http://CommonStockWarrants.com Bob Moriarty of 321Gold is a straight shooter, meaning he says what he thinks and doesn’t give a crap if you don’t like it. Sounds to me sorta like Donald Trump…… I’ve visited with Bob on numerous occasions and I’ve been on the same mine tour and he
Bob Moriarty | Recent Articles & Market Comments Read More »
The Energy Report: In a previous interview, you said that Trapeze Asset Management uses its valuation model from a bottom-up perspective to tell you where to find individual bargains, and from a top-down perspective to tell you whether markets or sectors are overvalued, undervalued or fairly valued. What is that model telling you about today’s
Randall Abramson Locks On to Unusual Bargains at Today’s Oil Prices Read More »
The Gold Report: July 13–20 was an unusual week in the gold market. In a May newsletter to Trapeze Asset Management clients, you argued that the glass is “half full” for investors given current macroeconomic signals. Much water has traveled under the bridge since. Has your view changed? Randall Abramson: Our view has not really
Randall Abramson’s Plan for Surviving Gold’s Summer of Discontent Read More »
The Gold Report: You recently became managing director of mining equity research at BMO Capital Markets. What kind of overview of the gold and silver sectors does this position entail? Andrew Kaip: Taking one of the lead roles at BMO Research has given me the opportunity to step away from the day to day of
BMO’s Andrew Kaip: The Gold Majors Are Back Read More »
The Gold Report: With development capital still at a premium, are companies with critical metals projects getting financed? What typically gets financed and what doesn’t? Luisa Moreno: The financing environment for the mining space is still difficult, and that is no different for the critical metals equities. Nowadays, the mining and related processing projects that
Luisa Moreno Explains Why Metallurgy Is So Important in Critical Metals Projects Read More »
The Gold Report: In late June, zinc and nickel prices on the London Metals Exchange (LME) dipped on concerns surrounding the economic fallout from Greece exiting the Eurozone. What’s your view? Stefan Ioannou: When the referendum was first announced in late June there was a big reaction. There is no doubt the issue is a
Stefan Ioannou’s Ways to Ride the Next Zinc and Nickel Waves Read More »