Category: Resources Investing
The analysis published under this category are as follows.
Tuesday, June 02, 2009
The Global Race to Secure the Earths Natural Resources / Commodities / Resources Investing
By: The_Gold_Report
China's export-based economy, once dependent on American greed, is now but a fading memory. While the U.S. was busy printing and preening, the Chinese were long-range planning. But America wasn't the only country caught off guard by China's strategic, if surreptitious, supply procurement. In this exclusive interview with The Gold Report, John Kaiser, mining analyst for more than 25 years, explains how the East-West economic tables got turned and why he remains steadfast in the belief that "we are not at the mercy of places like China."
Wednesday, May 13, 2009
The Challenge of Diminishing Natural Resources / Commodities / Resources Investing
By: The_Gold_Report
Once upon a time, Byron King shunned writing letters to the editor. He was afraid that one might actually appear in print. That sounds like the stuff of fairy tales when you’re talking about someone with as prolific a pen (or keyboard) as Byron. A one-time field historian on the staff of the U.S. Chief of Naval Operations, he has a gift for putting current events into an historical context. Byron King’s credits include writing for Agora Financial’s Daily Reckoning and its Energy and Scarcity Investor newsletter (editor) as well as Whiskey and Gunpowder (contributing editor for this “independent investor’s daily guide to gold, commodities, profits and freedom”).
Thursday, February 19, 2009
Not all Commodities are Treated Equal (Part 1) / Commodities / Resources Investing
By: Oxbury_Research
I wouldn't be letting the cat out of the bag if I mentioned that I'm a commodity bull in both the near and long terms. It's no secret as I've spent a number of issues of Bourbon and Bayonets writing on the driving fundamentals behind resource markets. That's not what I'm here to do today and if you'd like to hear some of the market commentaries refer to prior articles. Identifying the fundamentals is one thing. Investing to profit is another. Regardless of your investment medium, there are a number of different strategies and notions to keep in mind in playing the rest of this commodity bull run. Read full article... Read full article...
Tuesday, February 17, 2009
Commodities Bouncing Back in 2009 / Commodities / Resources Investing
By: Frank_Holmes
The numbers for 2008 are in, and we can now quantify just how rough the year was for commodity spot markets.
So far in 2009, the results are much better, though that's not the case across the board.
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Monday, February 16, 2009
Companies Profiting from China's Commodities Crusade / Commodities / Resources Investing
By: Money_Morning
Jason Simpkins writes: While the rest of the world is grappling with the global slowdown, China is figuring out ways to exploit it.
Over the past few months, China has capitalized on the financial turmoil that has paralyzed the world's "developed" economies by stocking up on cheap commodities, weeding out competition to its largest state-run companies, and acquiring even more foreign assets.
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Friday, February 06, 2009
Brian Tang: Bullish on Finite Natural Resources Investing / Commodities / Resources Investing
By: The_Gold_Report
Since 2003, Fundamental Research Corp. (FRC) has been focusing on companies not widely followed by brokerage firms, bringing investors and undervalued small and micro cap companies together. In this exclusive interview with The Gold Report, FRC founder Brian Tang and his crew forecast the primary driver of base metal prices in 2009, the future of gold and copper and the infinite upside of investing in finite resources. Read full article... Read full article...
Friday, February 06, 2009
Return of Inflation, Commodities and Resource Stocks Itching to Takeoff / Commodities / Resources Investing
By: Oxbury_Research
Government, Know Thyself - “Why Can't 'Common Sense' Be Applied to Bailouts?”
We welcome President Obama's “basic common sense” announcement of a $500k salary cap for top executives at companies receiving substantial bailout funds. It's a bit of welcome good news.
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Wednesday, February 04, 2009
Gold and Crude Oil Top Peter Grandich’s Investing 2009 Shopping List / Commodities / Resources Investing
By: The_Gold_Report
Peter Grandich, creator and producer of The Grandich Letter for a quarter century, allied himself with AGORACOM in October, bringing his well-known and oft-quoted commentaries to a far wider audience than his subscriber base and financial media such as The Wall Street Journal, MarketWatch, CNN, GlobeInvestor, Financial Post and BNN. Breaking away briefly from his recent blogging, the veteran Wall Street watcher and investment advisor tells The Gold Report readers what he likes looking forward—gold (up to $1,000) and oil (between $35 and $40). Also high on his list: uranium (for the nuclear renaissance), junior miners (a select few), and Canadian banks (pretty much all of them). Read full article... Read full article...
Sunday, February 01, 2009
Commodities Gathering Strength Building on U.S. Dollar Weakness / Commodities / Resources Investing
By: Donald_W_Dony
KEY POINTS:• Building weakness with the U.S. Dollar Index points to mounting upward pressure for CRB
• Gold and silver lead once more; target is now $980 by March for gold
• Other commodities expected to follow gold’s lead in March/April
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Wednesday, December 03, 2008
Stock Market and Commodities Will Recover; Economic Crisis Far from Over / Commodities / Resources Investing
By: The_Gold_Report
As SilverStrategies.com editor Sean Rakhimov tells us in this exclusive interview with The Gold Report, the economic crisis may go on for a generation but the market is a separate animal that will stir back to life sooner. He expects physical gold and silver to lead the parade, with base metals lagging 12-18 months behind, followed by share price recovery for the majors and on down the line. When picking stocks to buy now, he says investors have to decide for themselves whether a company will survive the washout; it may be tough going from here to there, but sticking with survivors should prove beneficial in the long run.Read full article... Read full article...
Friday, November 28, 2008
Commodities and Stock Markets Positive Signs / Commodities / Resources Investing
By: Aden_Forecast
It's been one major blow after another on the market and economic front. But the historical election excitement provided a welcome distraction during these uncertain times.Read full article... Read full article...
Thursday, November 27, 2008
The Millennium Wave Suggests Dramatic Technological and Economic Changes / Stock-Markets / Resources Investing
By: John_Mauldin
- A Thanksgiving Fire Drill
- The Financial Fire Trucks Are Gathering
- The Millennium Wave
"It will therefore be crucial that you see the world anew. That means looking from the outside in to reanalyze much that you have probably taken for granted. This will enable you to come to an understanding. If you fail to transcend conventional thinking at a time when conventional thinking is losing touch with reality, then you will be more likely to fall prey to an epidemic of disorientation that lies ahead. Disorientation breeds mistakes that could threaten your business, your investments and your way of life." -- James Dale Davidson and Lord William Rees-Mogg, The Sovereign Individual, 1997
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Friday, November 21, 2008
Unbelievable Values in the Commodities and Resources Sector / Commodities / Resources Investing
By: The_Gold_Report
In this interview with The Gold Report, Sprott Resource Corp. President and CEO Kevin Bambrough—who is also Market Strategist for Sprott Asset Management Inc. —talks about signs of decoupling he sees, commodity price fundamentals he doesn't see, and a catalyst to reignite the markets he hopes to see. He also talks about once-in-a-lifetime opportunities in the resource sector on the horizon for investors. He's proven his mettle in this market as well as his eye for excellence in investments. In a feat as worthy than any alchemist in history, the company managed to turn a $55 million investment (in PBS Coals) into about $240 million. Kevin readily admits, “We've done—in this market—phenomenal things.” Read full article... Read full article...
Friday, November 07, 2008
Rick Rule on Commodities: Be Prudent, Study Hard, and Take Advantage of Volatility / Commodities / Resources Investing
By: The_Gold_Report
Investor Rick Rule, founder of Global Resource Investments, is legendary in the mining, energy, and exploration business. In this edited transcript from a presentation for clients, Rule shares his thoughts on the current situation. Rick founded GRI in the late 1970s, in middle of a commodities price boom, and led it though the subsequent recession of the early 1980s and all the economic ups and downs since then. The excerpt below, edited for length and clarity, focuses on his outlook for commodities.
. . . I expect the outlook for commodities to be good relative to other sectors, and I think in certain instances. . we're going to see this year. . .some extraordinary opportunities.
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Thursday, September 11, 2008
Re-Inflation About to Send Gold and other Commodities Soaring / Commodities / Resources Investing
By: Money_and_Markets
Larry Edelson writes: With events changing daily ... with the government takeover of Fannie and Freddie ... with important news coming out almost hourly — I'm sure you're often wondering: "What does Larry think here? How do I make money in these crazy markets and economic environment?"
Indeed, I'm receiving more questions about the markets ... more doubts about the commodities bull market ... more inquiries about inflation versus deflation, than I have in years.
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Wednesday, September 10, 2008
Deleveraging Hedge Funds Drag Commodities Lower / Commodities / Resources Investing
By: Frank_Holmes
Leveraged hedge funds are selling billions of dollars worth of commodities investments to meet their redemption demands, and this is another severe short- term factor driving down prices. Our funds own similar stocks, and thus we are caught up in this powerful force that some have described as a “mechanical sell-off” by hedge funds and banks that need liquidity.
Adding to the downward pressure are other rumors that “rogue” hedge funds are attacking like sharks when blood is in the water. These predators are allegedly aggressively short-selling the stocks that are in the portfolios of their vulnerable peers, which sends prices even lower.
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Friday, September 05, 2008
Commodities Correcting from Extreme Overbought State is Healthy / Commodities / Resources Investing
By: Ty_Andros
It's an interesting time to be in the financial markets. The return of the “Crack up Boom” series is a result of the amazing amount of MONEY and CREDIT creation that is going to be required to RECAPITALIZE and re-inflate the G7 economies. Money and Credit creation are the fuel and lifeblood of the G7 economies. Misstated inflation is reported as GROWTH; as the OVER-the-COUNTER debacle unfolds and vaporizes the balance sheets of the G7 financial and banking systems rendering many of the biggest players INSOLVENT. Their business models and income flows in tatters as their obligations just keep on piling up. But the WOLF wave continues its march throughout the G7 as incomes collapse under higher costs and collapsing business conditions. Combine that with a US election and you get a recipe for paralysis on the part of irresponsible PUBLIC SERVANTS. Read full article... Read full article...
Tuesday, September 02, 2008
China Demand WIll Continue to Drive Commodities Bull Market / Commodities / Resources Investing
By: Money_and_Markets
Tony Sagami writes: When I am in Asia, I'll talk to anyone I think can help me find the next home run stock. I have often learned a great deal by talking to bellmen, taxi drivers, sales clerks, or the lone diner at the table next to me. And some of the most useful information I've ever gathered comes when (and where) I least expect it.
The latest example of this came during my recent trip to Beijing, where I spent a Sunday walking the Mutinayu section of the Great Wall of China.
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Friday, August 29, 2008
Commodities Bull Market Sill in Tact / Commodities / Resources Investing
By: Aden_Forecast
The markets have been extremely volatile over the past few weeks. Investors have been spooked and many are wondering what to do, if anything.
For now, based on our analysis, gold's bull market remains in force. That's the bottom line. Even though there have been some wild swings, the major trend is still up and as long as that's the case, we recommend holding your positions.
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Friday, August 22, 2008
Gold, Crude Oil, Resources Bull Markets NOT Over! / Commodities / Resources Investing
By: Money_and_Markets
Larry Edelson writes: Gold continued to drop earlier this week, breaking below $800 an ounce, falling to as low as $780. How much lower will it go? Does the decline mean the bull market in gold is over? What significance does gold's decline have for inflation, the dollar, and the natural resource markets?
These are all questions on investors' minds right now, and I'll answer them for you.
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