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| RATIOS & INDEXES |
| Gold / Silver | 61.11 |
| Gold / Oil | 14.16 |
| Dowjones / Gold | 11.29 |
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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 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 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 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 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 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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 | 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 |
| 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 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 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 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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| The Gold Report |
| Richard Karn: New Mining Technology Could Increase Profits |
| The Metals Report: When the natural resources prices tumbled in mid-March, you were in Australia. Were you expecting it? What dynamics from your observations in 2008 are applicable for how metals and metal equity prices could play out this time around?
Richard Karn: The demand drivers for specialty metals have remained largely unchanged since 2008; so, yes, the most recent selloff in both specialty metal prices and Australian specialty metal equities has taken us by surprise. Specialty metals aTuesday, May 07, 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 |
| Special Report from the SME Conference: How to Find Money in Any Market |
| The Gold Report: You put on a two-day conference last week in New York, "Current Trends in Mining FinanceAn Executive's Guide: What Are Lenders, Investors looking For?" Why this topic now?
David Kanagy: SME has held some financial conferences in the past, but it has been more than 10 years since the last one, so it was time. The program was intended for senior executives and mining industry specialists, bankers, analysts and investors. It covered project evaluation and executive decision makinMonday, May 06, 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 |
| Ryan Walker: Tweet Retreat Hasn't Changed Gold's Story |
| The Gold Report: Casimir Capital adjusted its metal price forecasts after the recent drop in metals prices. What are your near-term numbers for gold and silver?
Ryan Walker: For the remainder of this year, we're forecasting $1,600/ounce ($1,600/oz) gold, then $1,700/oz next year and $1,800/oz for the subsequent two years. Long term, our price assumption is $1,400/oz.
For silver, we forecast $28/oz for this year, $30/oz next year and $33/oz for the subsequent two years. Our long-term price is Friday, May 03, 2013 |
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| The Gold Report |
| How to Stress Test Gold Equities: Joe Mazumdar |
| The Gold Report: Where can long-term gold investors look for safety during times of market turbulence?
Joe Mazumdar: Is there safety in the gold market? The short answer is no. Both the equity and gold market have been volatile, lately more the latter. Gold stocks have a good correlation, a beta, to gold, and if the price of gold is volatile, the stocks will be volatile. This leverage to the gold price cuts both ways for gold equities. Year to date, gold is down 10?15% as it has underperformedThursday, May 02, 2013 |
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| The Energy Report |
| James McIlree: Three Companies Could Transform Power Production |
| The Energy Report: Your investment firm, Dominick & Dominick, keeps a sharp eye out for companies that back up electrical grid operations. Are the ongoing battles over President Obama's proposed budget likely to impact small companies in this space?James McIlree: We focus on companies with new products that have the ability to grow even in a sluggish economic environment. Companies that are looking for federal subsidies, or that rely upon the U.S. government as a customer, should re-think thoseThursday, May 02, 2013 |
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| The Life Sciences Report |
| Biotech Watchlist 2013 Update: Exciting Ideas Have Explosive Potential |
| Back in January, our friends and collaborators at San Diego-based Sagient Research, publishers of the BioMedTracker, offered important information about market-moving data and events that can make or break smaller companies. In addition, a group of key biotech analysts weighed in on their best ideas?17 stocks in all. It was the perfect storm of individual ideas combined with a biotech wind from 2012 still billowing the sails. As of April 22, the NASDAQ Biotechnology (NBI) index is up 26.6%. HaveThursday, May 02, 2013 |
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| The Energy Report |
| Bob Moriarty: US Energy Self-Sufficiency Nothing But 'Feel-Good BS' |
| The Energy Report: In September 2012, you described $100/barrel (bbl) as the new normal. What market factors are behind today's price of $93/bbl?
Bob Moriarty: If the new normal is $100/bbl in any given market, the price should be as high as $115/bbl and as low as $85/bbl. The price will continue to swing around that. Even with the Bakken coming on-line and other domestic U.S. production occurring in the U.S., cheap oil is gone.
TER: So when you look at oil consumption, do you look just at the Wednesday, May 01, 2013 |
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| The Energy Report |
| US Energy Self-Sufficiency Nothing But 'Feel-Good BS' |
| The Energy Report: In September 2012, you described $100/barrel (bbl) as the new normal. What market factors are behind today's price of $93/bbl?
Bob Moriarty: If the new normal is $100/bbl in any given market, the price should be as high as $115/bbl and as low as $85/bbl. The price will continue to swing around that. Even with the Bakken coming on-line and other domestic U.S. production occurring in the U.S., cheap oil is gone.
TER: So when you look at oil consumption, do you look just at the Tuesday, April 30, 2013 |
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