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By Scott Wright |
April 30, 2012
Ever since the beginning of gold’s bull market, the economic balance has come under intense scrutiny. Demand has been on the rise as more investors have embraced gold as a store of wealth. And the supply chain has done its best to meet growing demand.
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By Scott Wright |
March 30, 2012
Is all hope lost for the gold stocks? Are investors ever going to return? As bad as things seem right now, these are questions we’ve seen many times over the course of gold’s bull. And I believe the answers are the same as they’ve been in the past
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By Adam Hamilton |
March 26, 2012
Despite all the gold-stock hate out there, this beaten-down sector is overdue for a major rally. And even if you don’t believe pre-panic levels relative to gold are attainable again, merely mean reverting by depressed post-panic standards offers an enormous buying opportunity.
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By Scott Wright |
March 2, 2012
While many miners have capitalized on gold’s bull, as a group they’ve struggled controlling costs. And in balancing external forces they can’t control with internal forces they can, these cost challenges have limited their ability to grow margins.
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By Scott Wright |
February 6, 2012
It only took eleven years, but in 2011 global gold-mine production has finally returned to pre-bull levels. With 2011’s volume expected to come in at around 88 million ounces, we’ll see a new all-time production high.
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By Adam Hamilton |
January 9, 2012
Gold had a tough December, falling 10.5% to grind along near its worst levels since July. This sparked hyper-bearish sentiment and end-of-gold's-secular-bull talk. Naturally gold stocks fared even worse in this rampant gold pessimism.
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By Scott Wright |
December 30, 2011
As 2011 comes to a close, investors reflect on one of the most tumultuous years in market history. Though stocks were flat on the year, those who've had skin in the game probably feel like they just stepped out of a barrel that went over Niagara Falls.
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By Scott Wright |
December 2, 2011
Unlike oil, natural gas is now abundant relative to demand thanks to what's been found in large shale reservoirs underlying the surface. And gas's radically-changing fundamentals have put downside pressure on its price.
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By Scott Wright |
October 28, 2011
Thanks to higher prices and technological advances, oil companies are finding that the production of unconventional oil can be highly profitable even at higher costs. The higher prices have afforded positive economics to more reserves.
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By Scott Wright |
September 30, 2011
The bottom line is the world's largest oil consumer is undergoing a radical shift in long-standing supply trends. The US is seeing its first material imports decline in a quarter century. This is partly due to a once-unfathomable rise in domestic output.
