| Thu, May 27, 2010 |
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Barry Allan: Intermediate and Development Plays Are the Golden Ticket
Source: Brian Sylvester and Karen Roche of The Gold Report
In this exclusive and revealing interview with The Gold Report, Mackie Research Capital’s Barry Allan, always among Canada’s top-ranked mining analysts, says the European currency crisis and crippling debt problems will push gold—and the U.S. dollar—higher throughout the rest of 2010. But gold and the greenback may not be the biggest winners as a result of a faltering euro. Allan suggests other currencies could have the most to gain as investors seek other havens. Allan also sheds some light on why the best bets in the gold sector are intermediate and development plays.
The Gold Report: Barry, the last time we spoke, you told us gold typically has a rough first quarter. Tell us…  |
| Sun, May 16, 2010 |
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The Hot New “Carry Trade” and Gold’s Record Run – One Chart Explains it All
Every few months institutional investors get hooked on a new trade.
The trades start off with solid fundamental ideas, then the Big Money piles in, it goes parabolic, good “stories” bring in the retail investor, and the trade eventually blows itself up.
Right now, all signs point to that is what is exactly happening with gold.
The Carry Trade Du Jour
The ongoing growth of edge fund assets and low borrowing costs for proprietary trading desks are making carry trades, when a trader sells short one asset and buys another, bigger and bigger.
The key thing with all carry trades is they start out with excellent fundamental justification. The asset that is sold short (bet against) has terrible fundamentals and the asset that’s…  |
| Sat, May 15, 2010 |
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Peak Oil: The Changes
The following is a transcript of the conversation I had with Paul Michael Wihbey on the May 4 episode of Turning Hard Times into Good Times. The previous week, Simmons presented his continuing thesis that the lights on western civilization are about to go out. Contrasting that notion is Paul Michael Wihbey, who provides a much more optimistic view of prospects for keeping the lights on, not from foreign imported oil, but from abundant sources right here in North America.
Jay: Welcome back to Turning Hard Times into Good Times. I am your host, Jay Taylor. Again, I want to thank each of you for listening to this show, and I want to thank our sponsors for the second hour of this show, because without them this show would
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Use Barron’s Magazine Cover as Market Barometer
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blog.thomaspan.com
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| Tue, Apr 20, 2010 |
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Bull Bets on a Short-Term Bounce for Massey Energy
BloggingStocks: The shares of Massey Energy (MEE) have dropped substantially since April 6, when news broke of a deadly explosion at the company's Upper Big Branch mine in West Virginia. As a result of this devastating development, the stock is now trading below ... Read more
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