In this interview with The Gold Report, Ecclestone explains that canny juniors are choosing past-producing properties, which boast dependable resources estimated by majors and already existing infrastructure. And he names two current gold producers he believes are woefully undervalued.
In 2011, the herd mentality pushed silver and gold to record values. The opposite tactic should now be liquidating large cap equities, real estate and the U.S. dollar and building positions in junior resource stocks that are extremely high quality and compelling takeout targets.
Are you cashing in on America's free energy source? Porter Stansberry is more bullish than ever on what he calls America's "free energy," natural gas. He's stocked the model portfolio of his newsletter, Stansberry's Investment Advisory, with natural gas companies as well as the companies packaging it and moving it.
Amanda Van Dyke is confident that China's reforms will ensure that the commodity supercycle will continue for some time to come. Here, Van Dyke argues that investors should worry less about the right balance of specific commodities and more about the right mix of early-stage, development-stage and producing companies.
As Matthew Lynn correctly identifies below, right now there is only one thing markets want to know about – QE. Today, it is whether or not tapering will go ahead in the US, but last week it was about Draghi’s easy monetary policy.
India’s growing GDP is very important to gold’s rise, especially when it comes to the Love Trade. The math shows that an increasing GDP per capita in this part of the world has historically been linked to the rising price of gold.
In the last month or so I have noticed a pick-up in the amount of Canadians signing up to buy gold bullion or invest in physical silver. It makes you wonder what kind of state Mark Carney has left the economy in, especially as he’s now over here charming the masses.
The Federal Reserve is performing a gigantic experiment in real time while admitting their economic models do not accurately portray outcomes in the future. Nowhere can this be seen more than in recent price action in gold and oil.
We are now at the point in the bull market where traders think that stocks are bullet proof. Back in December I warned this was coming. I said at the time that this round of QE was going to be different.