News-Blog

Current news and articles

Survival Guide for the Mother of All Bear Markets from Veteran Bottomfisher John Kaiser

The Mining Report: John, what are the global issues you are watching that could have an impact on commodities, particularly gold? John Kaiser: There is a risk that the economic growth slowdown already underway can deteriorate further, precipitating major general market declines and causing demand for raw materials to flag. This would worsen the current […]

Survival Guide for the Mother of All Bear Markets from Veteran Bottomfisher John Kaiser Read More »

Three Upstream MLPs with the Discipline to Succeed in the Coming Recovery: RBC Analyst John Ragozzino

The Energy Report: John, oil and gas prices have rallied a bit recently. Have we established a bottom? John Ragozzino: Yes. In our recently published Global Energy Research “Commodity Price Revisions” report, we are calling for a meaningful V-shaped recovery beginning in the back half of 2015 and into 2016. This is not significantly different

Three Upstream MLPs with the Discipline to Succeed in the Coming Recovery: RBC Analyst John Ragozzino Read More »

Duncan Hughes: The Weak Aussie Dollar Means Strong Aussie Miners

The Gold Report: Where do you see the price of gold going this year? Duncan Hughes: Gold should remain fairly flat, probably around US$1,225 per ounce (US$1,225/oz), due to the strength of the U.S. dollar. In U.S. dollar terms, gold has underperformed, but when valued in other currencies, gold has actually performed pretty well. TGR:

Duncan Hughes: The Weak Aussie Dollar Means Strong Aussie Miners Read More »

Ryan Castilloux’s State of the REE Market Address

The Mining Report: This year we’ve seen a modest rally for specific rare earth elements (REEs), namely terbium, dysprosium, praseodymium and neodymium. Has this bolstered the near-term outlook for rare earth exploration and development projects outside of China? Ryan Castilloux: It has. The recently announced supply agreement between Molycorp Inc. (MCP:NYSE) and Siemens AG (SI:NYSE)

Ryan Castilloux’s State of the REE Market Address Read More »

Picking Undervalued Gold Equities Akin to Picking Strawberries: Randall Abramson

The Gold Report: A 10-year U.S. bond yields 2% currently. How is that changing the market? Randall Abramson: We typically view the markets and our investment process through top-down and bottom-up lenses. Our top-down tools are telling us that all systems are “go,” and that there are no immediate hurdles ahead. This low-growth environment has

Picking Undervalued Gold Equities Akin to Picking Strawberries: Randall Abramson Read More »

Outside the Box: Central Banks, Credit Expansion, and the Importance of Being Impatient

Outside the Box: Central Banks, Credit Expansion, and the Importance of Being Impatient By John Mauldin We live in a time of unprecedented financial repression. As I have continued writing about this, I have become increasingly angry about the fact that central banks almost everywhere have decided to address the economic woes of the world

Outside the Box: Central Banks, Credit Expansion, and the Importance of Being Impatient Read More »

Scroll to Top