Like a true contrarian, Gold Newsletter publisher Brien Lundin looks beyond the headlines to understand what is really moving precious metals prices. He has concluded that the mainstream media may have it all wrong.
Continued fiscal stimulus, high debt levels and loss of confidence in governments will lead to the return of big inflation and a consequent big run-up in precious and other metals, says Leonard Melman.
Industrial minerals like copper and nickel are essential to global economic expansion. But everywhere you look, grades are getting lower, and costs are getting much, much higher. Is there a way out? Rick Mills says mining companies need to look to Greenland.
Multibillion-dollar capital expenditures for precious metals projects have gone the way of the dinosaur, says Ash Guglani. In this interview, he delivers a report card for eight gold and silver companies, with the highest grades going to those that have kept down costs.
Now is the time to be brave, to buy when everyone else is selling, advises Stephan Bogner, analyst with Rockstone Research and CEO of bullion dealer Elementum International. Content to go against the grain, Bogner believes investors should be 100% invested in precious metals.
The recent drop in gold prices is a confirmation, or a revelation, to investors of the battle between the physical and paper gold markets. Here, Brien Lundin predicts the timing of a handoff from Asian physical demand to Western speculative demand.
It looks bad for precious metals. Gold prices have fallen hard. But all is not lost. In this interview, Rick Mills points to the fundamentals of silver and the opportunities for stock pickers willing to invest in small bites and wait out the inevitable market ups and downs.