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| RATIOS & INDEXES |
| Gold / Silver | 61.84 |
| Gold / Oil | 14.44 |
| Dowjones / Gold | 11.03 |
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 | Investing and Mining Stocks |  |
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 | The Gold Report |
| Gold and Bitcoin: Currencies of the Future?James Turk |
| The Gold Report: James, from your perspective in Europe, is the region in as bad a financial crisis as it appears in the headlines here in the U.S.?
James Turk: Yes, it really is. However, Europe is a big place, and you have to look at the individual countries one by one to understand the situation. Generally speaking, the Mediterranean countries are in the worst shape. Germany has been in the best shape, although recent economic data indicate it may be falling into a recession again. France isSaturday, May 18, 2013 |
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| The Gold Report |
| Sprott Is Bullish on Silver and Gold Equities |
| The Gold Report: Maria, in April Eric Sprott sold more than $45 million ($45M) worth of units in the Sprott Silver Physical Trust. A spokesperson told Canada's Globe and Mail that the sale was needed to cover charitable obligations and to buy shares in silver mining companies because Mr. Sprott believes silver equities will outperform the metal in the next rally. Can you fill in the details on that thesis?
Maria Smirnova: We believe in the equities?for any commodity?for several reasons. EquitieThursday, May 23, 2013 |
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 | Chris Martenson |
 The Obama Administration's Natural Gas Policy Is Tragically Misguided |
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The Obama administration has come out in support of the idea of exporting U.S. natural gas. This stance is counterproductive and shortsighted, and if followed, it will prove harmful to domestic manufacturing (i.e., value generation) and to future generations of Americans.
While exporting natural gas would certainly prove to be an economMonday, May 13, 2013 |
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| The Life Sciences Report |
| Two Biotech Ideas You May Have Missed: William Gregozeski |
| The Life Sciences Report: Bill, what industries do you follow?
William Gregozeski: I am a generalist, industry- and country-agnostic. I will look at any company listed anywhere in the world.
TLSR: I understand from your firm's website that your sellside research product was established to increase the number of companies that your asset management division could screen. Do you perform diligence on companies based on Mont Blanc's asset management needs, or do you screen companies based on what yoThursday, May 16, 2013 |
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| The Gold Report |
| Tips for Diversifying Beyond Gold from Brent Cook |
| The Metals Report: In April, a landslide shut down operations at one of the largest copper mines in the world, Rio Tinto Plc's (RIO:NYSE; RIO:ASX; RIO:LSE; RTPPF:OTCPK) Bingham Canyon mine. Thankfully, no one was injured. Are landslides always a threat at large, open-pit mines? Will this change the standards for how mines are built and their size?"The slide represents close to 165 million tons of rock that will need to be moved out eventuallythe equivalent of moving a whole mine."Brent Cook: LaTuesday, May 14, 2013 |
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| The Gold Report |
| Why Peter Grandich Is Still Telling His Wife Gold Will Hit $2,000/oz |
| The Gold Report: Peter, the last time we talked you said that the success of your marriage was resting on the performance of your junior resource equity portfolio. You are still married, so is your portfolio performing or is your wife an extremely patient woman?
Peter Grandich: Living in the doghouse isn't that bad once you get used to it. It's wise during this horrific bear market not to let your wife see your monthly brokerage statements.
TGR: A reader of yours apparently suggested that you Monday, May 13, 2013 |
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| The Gold Report |
| How George Topping Is Profiting from Copper Price Volatility |
| The Metals Report: George, what do Doctor Copper and other indicators tell you about global economic performance over the medium term?George Topping: You can't take the value of any commodity as a true indicator of physical demand these days. For example, a fortnight ago, copper prices shot up 6% from $3 per pound ($3/lb) to $3.19/lb in a heartbeat. That resulted from financial players pushing the copper price around. It represents what the financial markets think of the world economy. The indicWednesday, May 22, 2013 |
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 | The Energy Report |
| Daren Oddenino: How to Spot Oil and Gas Takeout Targets |
| The Energy Report: Interest in merger and acquisition (M&A) deals in the oil and gas space seems to be picking up. Pioneer Pioneer Natural Resources Co. (PXD:NYSE) made headlines last January when it sold 207,000 net acres of its Wolfcamp shale leases to Sinochem Group (00817:HK) for $1.7 billion. Does this signal a trend of international companies investing in North American shale plays at a premium?"International players have a lot to gain by establishing a foothold in North America."
Daren Tuesday, May 14, 2013 |
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| The Energy Report |
| Investors versus Traders: A Battle for Oil & Gas Profits |
| The Energy Report: Looking back to your last interview with The Energy Report in November, you seem to have called the bottom in gas prices correctly. What's your view of where things are headed now?Robert Cooper: We expect a reasonably robust pricing scenario ahead. Here's why: In 2013, we will likely see flat natural gas supply growth; this will be the first year in the last several that this will be the case. The natural gas rig count is at 350, the lowest since 1995. The declining rig count Tuesday, May 21, 2013 |
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| The Energy Report |
| The Hottest North American Shale Plays: Josh Young |
| The Energy Report: Last week in The Energy Report, Bill Powers, author of "Cold, Hungry and in the Dark," argued that energy reserves from U.S. shale deposits are far smaller than the U.S. Energy Information Administration (EIA) estimates. The difference is significantapproximately seven years compared to 100. Where do you come in on this debate? Is the production growth rate from non-conventional shale plays sustainable?Josh Young: Making really broad predictions like this is challenging, butWednesday, May 15, 2013 |
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| The Energy Report |
| Matt Badiali: Why Bill Powers Is Dead Wrong |
| The Energy Report: Are we truly facing peak cheap oil with all the easy stuff already out of the ground? Why is oil still at $95 per barrel ($95/bbl)?
Matt Badiali: The main reason we're still at $95/bbl, with demand falling and production rising is exports. It's been illegal to export crude oil from the U.S. since the '70s. However, refiners have gotten around this rule by exporting "finished products" like gasoline diesel fuel, for example.
Remember, Europe and Asia are paying a lot more peThursday, May 23, 2013 |
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| The Life Sciences Report |
| Position Yourself for Big Returns in the Stem Cell Space: Jason Kolbert |
| The Life Sciences Report: Jason, I enjoyed the RegenMed Investor Day conference on April 17 in New York City, which was sponsored by the Alliance for Regenerative Medicine (ARM) and co-hosted by your firm, the Maxim Group, with Burrill & Company and Piper Jaffray. The conference was clearly oversold, and there appeared to be roughly twice the number of people originally expected. Could that meeting have been an inflection point at which investors decided that the stem cell field is worth lookingFriday, May 10, 2013 |
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| The Gold Report |
| Placing Bets on Colombia: Paul Harris |
| The Gold Report: What makes Colombia an appealing mining jurisdiction to investors?
Paul Harris: Colombia has gold and it's high grade. There hasn't been a great deal of modern exploration and so there are probably a lot of deposits yet to be found. In the past 10 or 15 years around 90 million ounces have been discovered here.
TGR: How are investors affected by the recent news that the mining code in Colombia might not change, as it was previously thought?
PH: Effectively, Law 1382 of 2010 iFriday, May 10, 2013 |
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| The Life Sciences Report |
| Investing in Cancer Research Is Worth the Risk: Echo He |
| The Life Sciences Report: Dr. He, you are a senior equity analyst covering biotech in the U.S. and China. Which companies in the space are you excited about?
Echo He: Galena Biopharma Inc. (GALE:NASDAQ). is a $216 million ($216M) market-cap company and is trading at less than $3/share. The company's lead drug candidate, NeuVax (nelipepimut-S or E75), a cancer vaccine, is already in a phase 3 trial. It does not have a pharmaceutical company partner. I want to talk about the drug, but I also wantThursday, May 23, 2013 |
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| The Life Sciences Report |
| Six Superstars for Your Biotech Portfolio: John McCamant |
| The Life Sciences Report: The consensus is that biotech is on the upswing and that it may be a safer bet for investors than gold or energy at this point in time. Do you agree? Can you tell me why?John McCamant: The numbers are big, in that biotech was the number one performing sector in 2012. It is up again this year. People are a little nervous about that, but the numbers don't lie. What does that tell us? We've come a long way in the cycle, so biotech companies are much more mature. We have a Thursday, May 09, 2013 |
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| The Gold Report |
| Precious Metal Royalties: The New Landscape |
| In December 2012, at the Mines and Money conference in London, Sandstorm Gold Ltd. (SSL:TSX) President and CEO Nolan Watson proclaimed, "Mining finance as you know it is dead!" He proposed that streaming could be part of the solution to a lack of bank financing now available by buying the right to purchase future profits. This works best, Watson said, when mining company and royalty company interests are aligned. While royalty companies started as value arbitrage businesses, he now sees a broadeThursday, May 09, 2013 |
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| The Energy Report |
| Keith Schaefer Names the Last-Standing Shale Plays |
| The Energy Report: A number of experts say North American gas supply is peaking. Where do you weigh in? Keith Schaefer: During the last three years, the mantra has been, "Drill, baby, drill," for a number of reasons. The price of gas was never one of those reasons. Companies drilled because the technology kept improving. They drilled because they were able to get cheap foreign capital to partner in joint ventures. The market situation was not based upon economic "truth." It was based on securingThursday, May 09, 2013 |
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| The Energy Report |
| Bill Powers: Pickens and Stansberry Wrong, Shale Gas Production to Fall |
| The Energy Report: Numerous experts, including T. Boone Pickens and Porter Stansberry, have said that, thanks to natural gas shale recovery technology, the U.S. is set to become energy independent. In your new book, "Cold, Hungry and in the Dark: Exploding the Natural Gas Supply Myth," you say that the U.S. has only a five- to seven-year supply of shale gas rather than the 100 years estimated by the U.S. Energy Information Administration (EIA). What data are you consulting, and why are your concTuesday, May 07, 2013 |
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| The Gold Report |
| James Dines Follows His Prediction of a Commodity Crash with Another One the Mainstream Media Is Ign |
| The Gold Report: What does it mean that leading stock market averages have been in Uptrends, while commodities markets are in Downtrends?
James Dines: Our "Sell" signal on China's economy in The Dines Letter (TDL) of Sept. 16, 2011, is still stubbornly resisted by the mainstream press, which instead persists in calling for 7.5% growth by China Since we perceive China as a barometer for the commodities markets, it followed that there would be a decline in raw-materials prices.
We find it astoniMonday, May 06, 2013 |
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| The Gold Report |
| The Real Reason Gold Fell?and Why It Has Already Stabilized: Lawrence Roulston |
| The Gold Report: In a recent edition of Resource Opportunities, you wrote, "This time is different from every previous bust." How so?
Lawrence Roulston: Some people described the late 1990s as a nuclear winter of the mining industry. Demand for metals was low, and a lot of new production had come onstream. Copper was trading at the lowest price ever in real terms. Today, we don't have that surplus. We have serious constraints on supply at a time when demand for metals is increasing. Half the plWednesday, May 08, 2013 |
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