Don’t Push the Panic Button on Rare Earths: Lisa Reisman

Lisa Reisman describes herself as a “classic libertarian,” but the managing editor of MetalMiner.com nonetheless believes government has a role to play in protecting and developing domestic supplies of critical metals. In this exclusive Critical Metals Report interview, Reisman argues for private/public partnerships and explains why today’s low prices don’t faze her—or surprise . . . → Read More: Don’t Push the Panic Button on Rare Earths: Lisa Reisman

Don Coxe Recommends Investors Read Lenin to Understand the Markets

China and India have always been crazy for gold and the yellow metal remains the choice store of value in those two countries, says Don Coxe, a strategic advisor to the BMO Financial Group. In an exclusive interview with The Gold Report, Coxe explains how demographic shifts are affecting the price of gold . . . → Read More: Don Coxe Recommends Investors Read Lenin to Understand the Markets

Short Supply, High Demand for Platinum Group Metals: George Topping and Michael Scoon

Labor problems and low prices have platinum mines closing up shop in South Africa, and the potential for acquisitions is ripening. Senior Mining Analyst and Managing Director at Stifel Nicolaus in Toronto, George Topping believes that companies with shallow deposits and near-term production will be prime targets. In this exclusive interview with The . . . → Read More: Short Supply, High Demand for Platinum Group Metals: George Topping and Michael Scoon

Investments Worth Their Weight in Graphite: Glen Jones

Graphite is the “it” mineral of the moment, but as an investment space it remains largely misunderstood. In this exclusive interview with The Critical Metals Report, Glen Jones, executive director for the Western Hemisphere at Intierra Resource Intelligence, suggests investors research extensively to protect against loss, and names some of his favorite projects . . . → Read More: Investments Worth Their Weight in Graphite: Glen Jones

Play Defense and Offense with MLPs: John Edwards

Where does an investor go for income in an environment where interest rates are in the pits? Credit Suisse Senior Analyst and Director John Edwards follows a sector encompassing what he believes is the purest form of capitalism, the midstream oil and gas master limited partnerships (MLPs). He has staked out a short . . . → Read More: Play Defense and Offense with MLPs: John Edwards

The progress of steel

So here is a conversation I have been having lately that confuses me.  Lots of folks locally really think there has been a big surge in the steel industry recently right here in the Pittsburgh region. It really is a strong belief by some that hiring and employment are way up in the . . . → Read More: The progress of steel

Student of the physical market - demand doesn't drive the gold price

Eric Sprott and David Baker has a new article out discussing central bank buying of gold and particularly China. I agree with his conclusion that this is an important demand side shift in the market but then Sprott plays it up way too much with statements like:

“… there isn’t a physical market on . . . → Read More: Student of the physical market – demand doesn’t drive the gold price

Gold Profits from World Turmoil: Carlos Andres

Volatile markets. Natural disasters. Geopolitical turmoil. Last year was definitely one for the record books, according to Carlos Andres, managing editor and publisher of the Frontier Research Report. With the world in turmoil, is there any upside for mining investors? Andres believes there is for investors courageous enough to look past the perceived . . . → Read More: Gold Profits from World Turmoil: Carlos Andres

Martin Armstrong on metals manipulation

Below are some relevant extracts from Martin Armstrong’s The Analytical Shill. The article is generally about how research and analysts are conflicted and how analysts and investors and gurus can be blinded by their biases. The paragraphs below are straight from the article and will jump around a bit because I’ve just pasted them . . . → Read More: Martin Armstrong on metals manipulation

What's Next for Potash Producers: Jaret Anderson

Major potash stocks are beginning to raise eyebrows with impressive profit margins. But as this developing market expands, industry giants will face competition from greenfield and brownfield projects in the works. In this exclusive interview with The Energy Report, Mackie Research Capital Analyst Jaret Anderson debriefs us on some fascinating development stories that . . . → Read More: What’s Next for Potash Producers: Jaret Anderson