By: The Gold Report and Rick Rule - 23 November, 2012
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. Full Story
By: Richard (Rick) Mills, Ahead of the herd - 23 November, 2012
All through human evolution we have been harnessing increasingly effective forms of energy. From human power to horse power, to wood, coal, natural gas and uranium we’ve been working our way up the energy efficiency ladder. In reality what we’ve been doing is searching for the highest energy density to make energy production more efficient. Full Story
Early in gold’s secular bull, contrarian investors looked to real interest rates as one of this metal’s primary drivers. Eleven years ago when gold still languished under $300, mainstreamers scoffed at the notion that there would ever be sizable gold investment demand. But then, as now, negative real rates create strong incentives for bond investors to deploy significant fractions of their portfolios in this unique asset. Full Story
Germany's clamor and agitation about the integrity of national gold reserves are spreading into Austria, where two national newspapers headquartered in Vienna, Die Presse and Der Standard, this week raised questions about Austria's national gold and even prompted a response from the country's central bank, the Oesterreichische Nationalbank (OeNB). Full Story
While charting a potential bullish scenario for commodities in NFTRH 213, I became distracted by thoughts of the deflationary mindset that has been cooked up since ‘Bond King’ Bill Gross tugged on Superman’s cape in the spring of 2011 by announcing his short positions against long-term US Treasury bonds, which was in essence a bet that the monthly EMA 100 boundary (red line, chart below) that had been in force for decades would be broken this time. Full Story
The recent furor over Germany’s request to audit its gold reserves being held by central banks in New York, London and Paris has highlighted the fact that there is even more reason to have one bar in hand versus two bars in the bush in today’s uncertain world. Full Story
Gold jumped up on the eve of the U.S. election. It seemed to be looking beyond… and indeed it was. Gold continued rising as the attention then turned to the fiscal cliff and escalating tensions in the Middle East. The markets have been focusing on the next major problem. The fiscal cliff will surely help keep the markets volatile. But the ongoing uncertainty and the historical money pumping will continue to be dominant factors affecting the markets. Full Story
By: Julian D. W. Phillips, Gold/Silver Forecaster - Global Watch - 21 November, 2012
In the first part of this article we looked at the sad events that appear unavoidable in 2013 and beyond, despite the best efforts of politicians and monetary officials. We then said events are on the way to bring nations in the developed world the ability to survive these blows. Full Story
By: Marin Katusa, Casey Research - 21 November, 2012
We know Obamarama is going to tax the rich, but I bet many didn't think he would weasel in the carbon tax as quickly as he is going to now. A Romney win would have been bullish for coal producers in the US – but Romney lost, and now so has coal, at least in the near term. The biggest winner from Obamarama? Natural gas. Full Story
Fouad Douiri, Minister of Energy, Mining, Water and Environment for the Kingdom of Morocco, told me his country is open for business when it comes to metal mining. “Morocco has a promising mineral potential, significant expertise, and a skilled and inexpensive labour force. We have undertaken a series of actions and reforms aimed at further promoting this vital sector through the encouragement of the private sector,” Douiri said. Full Story
We’ve been surprised at the recent action in the precious metals complex. During the recent correction the shares were showing quite a bit more strength than the metals. Then the shares took a dive below support yet the metals maintained their recent lows! How do we interpret this wild volatility in the relationship between the shares and the metals? Quite often we look at daily and weekly charts. Now is the time to take a look at the monthly charts which can help us get a better read on the larger trends at hand. Full Story
By: Richard Daughty, The Mogambo Guru - 21 November, 2012
As I stood in the line at the grocery store, I watched the family in front of me, which reminded me of a Norman Rockwell painting; an all-American family, out happily shopping together, what with the mom, the dad, and the two little kids. Full Story
By: Peter Schiff, CEO of Euro Pacific Capital - 21 November, 2012
Despite the breathless post-election "think pieces" that have drawn sweeping and deeply considered conclusions about the political drift of the country, at its core President Obama's re-election is easy to understand. He essentially promised millions of middle and working class voters that if he were to be re-elected, they would receive benefits paid for by the rich. You don't need to read a Time Magazine cover story to untangle this political strategy. Full Story
Yesterday was a good day for the whole precious metals sector – all important assets rallied sizably with the USD Index declining 0.38 (0.47%). It seems that the brief consolidation that we saw in the last couple of days is either over or almost over and the whole sector is poised to move higher. Full Story
Insightful John Williams’ Key Insight is that, going forward we are likely to see an intensification of trends already developing, i.e. increasing stagflation. That is, we are seeing an increasing economic contraction coupled with increasing inflation (already at 9.6% in the U.S. e.g. per shadowstats). This inflation is now hidden from us in Bogus Official figures. Full Story
In this commentary we’ll survey the intermediate-term to longer-term market terrain. This is especially important since we’re about to enter a new year, which the Kress cycle outlook describes as potentially dangerous from a financial market and economic perspective. Full Story
Earlier this year, Goldman Sachs’ Peter Oppenheimer said that compared to bonds, US stocks were the cheapest in 50 years. If Peter is correct, that could be good news for your gold stocks, because there is an ongoing correlation between the Dow and most gold equities. Unfortunately, Goldman also believes that the fiscal cliff situation could drive stock markets 8% lower by year-end. Full Story
Is there such a thing as a gold season? Slogans like "Sell in May and go away" are well-known from the equity markets, and often seasonal patterns such as growing stock prices in the winter months or the year-end rally, are subject to statistical studies. Is there also a seasonal behavior in gold? Full Story
The bankers’ bet that sufficient credit can reverse an economic contraction is no longer on the table. This does not mean central bank credit will tighten. Just the opposite will happen. Monetary easing will continue until the very end. Central bankers are trapped. The end game is now underway. Full Story
By: Steve Saville, The Speculative Investor - 20 November, 2012
Despite the recent weakness we are becoming increasingly bullish about the prospects for gold stocks. Actually, it's partly due to the recent weakness that we are becoming increasingly bullish, because the extension of the downward correction makes it more likely that the overall advance from the May low will last well into next year. Full Story
The love for gold has been reignited in India, according to the World Gold Council (WGC) in its Gold Demand Trends for the third quarter of 2012. India regained its title as the strongest performing market, overtaking the greater China area, as the country experienced a bounceback in demand due to improved sentiment during the festival season. Full Story
Here is a little snippet from NFTRH 213 that showed the important indicator of gold sector health, the HUI-Gold Ratio (HGR) from three different views; daily, weekly and monthly. As you can see, daily must hold to keep the weekly intact, which in turn must hold to keep the monthly big picture of the secular bull (for the HUI, not this sad looking ratio) intact. Full Story
By: John Mauldin, Millennium Wave Advisors - 19 November, 2012
For the last year, as I travel around, it seems a main topic of conversation is “Where will my kids find jobs?” It is a topic I am all too familiar with. Where indeed? Youth unemployment in the US is 17.1%. If you are in Europe the problem is even more pronounced. The basket case that is Greece has youth unemployment of 58%, and Spain is close at 55%. Portugal is at 36% and in Italy it’s 35%. France is over 25%. Is this just a cyclical symptom of the credit crisis? Full Story
By: John Browne, Senior Economic Consultant at Euro Pacific Capital - 19 November, 2012
The euro crisis has begun to feel like an everlasting steeplechase with high hedges and water obstacles blocking the path to economic resurgence on the Continent. Each time a hurdle has been cleared another problem emerges to potentially block the track. The latest developments involve ugly anti-austerity riots across the southern tier and open rifts emerging among the creditors, most notably between the International Monetary Fund and northern nations. Full Story
There are tremendous forces at work that will push silver over $100 an ounce. Very few precious metal analysts understand all the forces that are at work. Some analysts focus on specific areas such as the gold-silver ratio and technical analysis, while others write about future investment and industrial demand. And then of course, we have the more unorthodox analysts who delve into the ongoing manipulation of gold and silver -- a realization shared by the author of this article. Full Story
It’s funny more precious metals observers, investors, and even the ‘bugs’ don’t talk about it more. Silver suppression commentators have talked about the various factors and machinations that keep silver ridiculously cheap, but there hasn’t been enough discussion about the importance of the $50 mark for silver. If you don’t know, it’s not just that it’s double top resistance from a technical perspective. Full Story
By: The Gold Report and Charlie Brooks - 19 November, 2012
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. Full Story
By: The Gold Report and Jocelyn August - 19 November, 2012
Investors need to know their catalysts and their potential effect—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. Full Story
Skip the politics, and show me the money! This is not a discussion about the hollow political slogan “Hope and Change” or a discussion about the successes and failures of either the Democratic or Republican administrations. Full Story
Today should be the opportunity to get on board what is likely to be a significant rally over the next 3 weeks and probably a move to new highs over the next 2-3 months. However I think the really big money will be made in mining stocks as gold should rally enough to make it's first test of the all time highs at $1900. It's not unreasonable to think miners will follow and test 640 during this time. Full Story
Show Highlights: Guest Interviews. Headline news & the Market Weatherman Report. Host answers phone calls and email questions. Guests: Louis Navellier, The Little Book That Makes You Rich Richard Daughty, The Mogambo Guru Report Peter Eliades, Stockmarket Cycles Full Story
When I first joined The Real Asset Company I attended a discussion on the oncoming collapse of the paper money system, held in a small room at the Houses of Parliament. It was in this historical place where a (now) good friend of mine said something which has stuck with me ever since, ‘I don’t know which money is the right money, but whichever the people choose must be the right one.’ I couldn’t agree more, but, as we all know, governments do not. Full Story
By: Richard (Rick) Mills, Ahead of the herd - 18 November, 2012
Nickel is present in over 3000 different alloys that are used in over 300,000 products for consumer, industrial, military, transport/aerospace, marine and architectural applications. Nickel’s biggest use, about 65%, is in alloying - particularly with chromium and other metals to produce stainless and heat-resisting steels. Its primary function is to stabilize the austenitic (face-centered cubic crystal) structure of the steel. Full Story
Gold is heading to $3,500 and possibly as high as $12,400 an ounce predicts ‘Mr. Gold’ Jim Sinclair the legendary gold trader who advised the Hunt Brothers in the late 1970s and probably made more money than anybody else of of the 1970’s gold boom. Full Story
Heading into this Thanksgiving week we should see much less volume coming in, especially Wednesday on with markets closed Thursday and only partially open for a few hours Friday. Thanksgiving week is one of the quietest weeks of the year and a great time to use the quiet time for study, reflection and planning for the time to come. And of course, gorge on Turkey and all the fixings with family and friends. Full Story
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