Warren has a cool animation showing the addition and redemption of pallets of gold bars out of GLD’s vault, done in the style of the old PC disk defrag programs, at the screwtapefiles blog. A few comments on the 5 minute animation (see screenshot below): During the redemptions in 2013, most of the bars are . . . → Read More: GLD vault defragmentation
by Shubho Roy.
What has happened?
SEBI was investigating Saradha for more than 3 years before the deposit schemes of the company collapsed (See here). Saradha seems to have used two methods to delay the investigation:
When SEBI asserted its authority to stop Saradha group from collecting money, Saradha challenged the jurisdiction of SEBI . . . → Read More: Investigating ponzi schemes: A malady
Mining companies have lost the trust of investors, says David Baker, managing partner at Baker Steel. Baker sees the gold market as at a watershed point and the miners must change to stay afloat. In this interview with The Gold Report, Baker sets out his prescription for nursing the industry back to health. . . . → Read More: David Baker’s Three Must-Haves for the New Generation of Gold Companies: Accountability, Accountability and Accountability
Low market valuations for junior mining companies have Michael Ballanger, director of wealth management at Richardson GMP, feeling like a kid in a candy store, and equities satisfy his sweet tooth more than the metal right now. Ballanger has had enough years in the business to recognize the advent of gold fever. In . . . → Read More: Gold Mania Phase Approaching for Junior Miners: Michael Ballanger
Gold stocks, especially juniors, have been undervalued for longer than most investors thought possible. The result is what David Skarica, founder of Addicted to Profits, calls a “maximum pessimism trade.” In this interview with The Gold Report, Skarica summarizes his analytical tools and provides clear examples of companies that meet his criteria as . . . → Read More: Are Junior Gold Investors Living the Movie ‘Groundhog Day’?: David Skarica
Chen Lin has gotten so much attention for his investment success, new subscribers to his newsletter, What Is Chen Buying? What Is Chen Selling?, have to line up on a waiting list. Luckily, he sat down with The Energy Report to share some of the investment ideas that helped his portfolio climb 63% . . . → Read More: Chen Lin: How My Portfolio Gained 63% in 2012
Global population growth and escalating food demand underpins long-term upside for potash, phosphate and nitrogen producers, but fertilizer oligopolies may have jumped the gun last year with aggressive rates that priced farmers out of the market. As farmers expand acreage rather than boost yields in now-tired fields, grain prices have backed off recent highs. . . . → Read More: Bright Spots in the Fertilizer Market: Robert Winslow
The Peruvian mining sector has lots of promising developers and producers, but don’t ignore the smaller companies—2013 may surprise to the upside in Peru. In this interview with The Gold Report, Ricardo Carrión, managing director for capital markets and corporate finance for Kallpa Securities in Lima, Peru, says it is fine to ride . . . → Read More: Scaling the Heights with Peruvian Miners: Ricardo Carrión
It is difficult for retail investors to sift the wheat from the chaff in the junior miner sector. In this interview with The Gold Report, Rick Winters reveals how RMB Resources, a resource merchant bank, figures out what projects to invest in and those to pass over and talks about some of the . . . → Read More: How to Invest Like a Merchant Bank in High-Risk Resources: Rick Winters
From the coal beds of Indonesia to oil and gas fields throughout Europe, Sam Wahab of the London-based investment firm Seymour Pierce is a master at spotting investment opportunities in the topsy-turvy world of fluctuating energy prices. In this interview with The Energy Report, he deftly defines the structural problems affecting gas and . . . → Read More: Sam Wahab: Coal and Natural Gas Stocks That Could Profit in a Topsy-Turvy Global Market