The issue of Canada diverting part of its fresh water resources to the US has never been on, or has long since faded off, most Canadians' radar screens, but the country with the world’s largest economy is also the world’s largest producer of corn, soybeans and wheat.
Even though the mining equity markets have been choppy and mostly sideways this year, the editor of The Daily Gold Premium newsletter, has managed to produce some enviable returns in his model portfolio.
The worst is over, postulates the Euro Pacific Canada analyst. But is modest appreciation in rare earth stocks a symptom of across-the-board improvement in equities, or have fundamentals in the space changed for the better?
Got a rare earth deposit? Great. Got a mine? Even better. But do you have a processing plant? No? That could be a problem. The market doesn't understand how complex and expensive solid-phase rare earth extraction can be.
Flakes are king in the graphite space, where large flake commands a substantial premium. But the path to production can be long and twisted, with many moving parts, the resource and tech investor shows in walking us through the funhouse.
For the second time in four years, the Republican Party has blown a presidential election through the choice of a running mate. What little chance the GOP had in winning the election has gone up in smoke with the selection of Wisconsin congressman Paul Ryan.
It is an endless debate for investors interested in gold. Should they buy a direct play on the gold price, either gold bullion itself or even so-called paper gold with an ETF such as the SPDR Gold Shares? Or should they invest into gold equities,
Calling gold the ultimate money, the editor and publisher of Jay Taylor's Gold, Energy & Tech Stocks, watches the real price of gold with a gimlet eye. These days, he pays particular attention to producers, noting that this is not a good time to be an explorer that needs to raise capital.
The principal of Adrian Day Asset Management, which manages portfolios for high-net-worth clients, believes it is time for the gold pendulum to swing away from the excessive pessimism and finds that now is an exceptional time to buy gold equities.
Comparisons are useful in evaluating a company, but in the rare earth market, it's not as simple as a spreadsheet. With so many variables in the mix, no two projects are exactly alike, and each has its relative strengths and weaknesses.