Brent Cook: $1,600 Gold=Big Money for Mid-Caps

Brent Cook, editor of the Exploration Insights newsletter, likes to spend his days winnowing out junior companies on the verge of making discoveries. But when he noticed a disconnect between the skyrocketing gold price and the low valuations of some larger mining companies, he jumped on it. In this exclusive interview with The . . . → Read More: Brent Cook: $1,600 Gold=Big Money for Mid-Caps

Jobs Über Alles

By far the best look at the jobs issues surrounding Marcellus Shale to date.  WSJ: Gas Drilling Bringing Jobs to Pennsylvania, but How Many?

Still deserves a lot more poking, and I suspect folks will be writing long ex post on the jobs projections many take for granted compared to what we eventually will measure.

. . . → Read More: Jobs Über Alles

The coming goldbug civil war and your PM exit strategy

I recently received a question from a client regarding my three point staged approach to choosing a storage method, as per the Perth Mint website:

“1. While the world environment is benign, they hold unallocated. They do not incur ongoing storage costs and fabrication charges. 2. When the environment becomes uncertain and risky, they . . . → Read More: The coming goldbug civil war and your PM exit strategy

Economic Events on August 2, 2011

The figures for motor vehicle sales in July will be released today.  The consensus estimate is that 11.9 million domestic autos were sold last month, which would be an increase of 2.1 million from the previous month.

At 7:45 AM EDT, the weekly ICSC-Goldman Store Sales report will be released, giving an update on . . . → Read More: Economic Events on August 2, 2011