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By Will Bancroft |
May 21, 2012
Traditionally pension funds have ignored gold due to their focus on yields. Japan is the world’s second largest pension market, and a move by Okayama Metal & Machinery is worth paying close attention to.
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By Mark O'Byrne |
May 16, 2012
Gold traded off in Asia hitting a low of $1,526.80/oz. then recovered as the market opened in Europe and is now trading near $1,537.25. Support at $1,550 has been breached and gold is now testing support between $1,523/oz. and $1,533/oz.
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By Gareth Hatch |
April 10, 2012
On Monday Molycorp announced that the estimated proven and probable reserves at its Mountain Pass rare-earth deposit in California have increased by 36%, based on the SEC’s Industry Guide 7 for making such estimates.
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By Peter Krauth |
April 6, 2012
No one knows the machinations of the day-to-day silver price better than Ted Butler. So naturally, that's whom I turned to for an in-depth perspective on what's really going on with the silver price. As usual, Ted tells it like it is.
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By Anthony J. Alfidi |
March 28, 2012
The panel on automotive tech and grid storage made it clear that there will be no shortage of lithium to meet the world's needs, which is one reason why the Li-Ion battery market is expected to consolidate into a smaller number of manufacturers.
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By Mark O'Byrne |
February 15, 2012
Significant macroeconomic and geopolitical risk plus the appalling fiscal state of most major industrial nations means that all fiat currencies will almost certainly fall against gold in the coming months.Total gold ETF holdings meanwhile are rising to near record levels.
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By Mark O'Byrne |
February 14, 2012
Safe haven demand for gold continues due to concerns that Greece’s “bail out” is yet another short-term panacea and Moody's downgrades of various European nations' ratings have reignited contagion fears.
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By Anthony J. Alfidi |
December 23, 2011
The problem with rare earths and critical metals is that there are too few mines worldwide to construct statistically valid cost curves. The rare earth sector is currently dominated by Chinese mines whose financial reporting may not be transparent.
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By Lorimer Wilson |
December 7, 2011
Last year a basket containing one each of the long-term commodity-related warrants went up 91% while their associated stocks "only" went up 57%. Warrants are priced about 60% less on average than their associated stocks.
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By The Mad Hedge Fund Trader |
September 28, 2011
When I heard that Molycorp (MCP) had just cratered by $22 from $53 to $31 in two days, I did what I usually do when a mining company I follow gets in trouble. I jumped into an airplane and flew over the pit, making sure that it was still there.
