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By Tommy Humphreys |
May 7, 2013
“One drill hole changes the game. It’s very hard to decide who gets to make it and who doesn’t. It’s a big gate, and yet very few make it through. But you have to let them try.” — Lukas Lundin
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By Peter Byrne |
March 7, 2013
To make wise investment decisions, gold investors must coldly assess economic realities, says Eric Coffin. Coffin tracks a range of gold explorers with the bling to weather the long capital drought.
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By Zig Lambo |
February 27, 2013
Interest rates may be near zero, but financing big projects is still tough for most mining companies. That's why James West has switched his focus to energy investments, where the payoff is often much faster.
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By Brian Sylvester |
January 29, 2013
Ten years ago, Benoit Gascon would have said there's no money in graphite investment. But the former CEO of the only North American graphite producer to survive Chinese competition has changed his tune, thanks to increasing graphite consumption in China and India.
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By Frank Holmes |
January 29, 2013
I often say that government policies are precursors to change, which is why we follow the monetary and fiscal actions closely as they can have a significant impact on asset prices.
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By Richard (Rick) Mills |
January 2, 2013
Resource extraction and agriculture are the primary sources of wealth. Exploitation of the United States own natural resources, combined with a solid manufacturing sector could be the economic drivers of a resurgent US economy.
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By The Mad Hedge Fund Trader |
December 18, 2012
Demand for American home construction is slowly crawling out of the basement, and demand from China is starting to turn around as well. It helps that they’re not making copper anymore.
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By Brian Sylvester |
December 18, 2012
Investors who want to play in the iron and copper space should look to small-cap producers for attractive valuations and lower risk, says the institutional research analyst who names iron ore and copper companies with upside potential.
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By The Energy Report |
November 16, 2012
As we head into the last quarter of the year, the publisher and editor of The Midas Letter questions how important macroeconomic trends are for individual investors. But he does believe stock catalysts in the energy space are easier to understand than precious metals.
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By Richard (Rick) Mills |
September 27, 2012
Global deficit hawks are driving forward with their austerity programs. They don’t get it – private firms, despite having piles of cash, will not let go of the purse strings if we fail to make adequate infrastructure investments.