John Kaiser Talks To The Gold Report

The Four Exploration Companies Bottomfisher John Kaiser Thinks Could Get Gold Investors Excited Again Source: JT Long of The Gold Report  (12/31/14) The junior resource market is at a historic low point, but Kaiser Research Online author John Kaiser knows it just takes one big discovery to bring excitement—and investor dollars—back to the market. It has happened before. In this interview with The Gold Report, he reveals which four companies could lead the way. The Gold Report: When we talked in October, you compared the resource sector to a swamp. Is that still a good analogy? John Kaiser: The resource sector is analogous to a swamp in that companies in this space are having a very difficult time making any headway. Valuations are extremely low. All the big narratives are either going south or stuck in a rut. There is no capital flowing in to make this swamp a little bit … Continue reading

Connecting the Dots: Live Every Day Like It Is a Holiday

By Tony Sagami If you’re a longtime reader, you know that I spend most of the year in Asia. I have lived in Japan, Singapore, Hong Kong, Thailand, and the Philippines.Asia is wonderful, but I have to confess: it isn’t easy for me to get into the holiday spirit over here.It isn’t that Asia doesn’t try hard. From Japan to Jakarta, Asians have embraced the commercial symbols of Christmas in a big way. Stores and shopping malls are decorated with Christmas trees and holiday lights, all the stores play “Silent Night” and “Rudolph, the Red-Nosed Reindeer,” and a child won’t have any problem finding a Santa that’s happy to listen to his wish list. I’m much too old to sit on Santa’s lap, and the meaning of the holiday season has changed for me over the years. As a child, the holidays mean presents and time off from school, but … Continue reading

Peak Gold Is Here to Stay

Oliver Gross Says Peak Gold Is Here to Stay  Source: Kevin Michael Grace of The Gold Report  (10/27/14) The wave of zero-interest liquidity washing over the financial world could result in a short-term gold bottom of $1,000 per ounce, reports Oliver Gross of Der Rohstoff-Anleger (The Resource Investor). The good news is that Peak Gold is here to stay, which means that midtier producers will soon be desperate to buy low-cost, high-quality deposits. In this interview with The Gold Report, Gross argues that this could be the opportunity of a lifetime for contrarian investors, and suggests a half-dozen best bets to be taken out. The Gold Report: Earlier this month, the broader equities markets suffered huge losses as gold made significant gains. Then, after the broader markets recovered, gold fell. Is there now an inverse relationship between the health of the broader markets and the price of gold? Oliver Gross: This … Continue reading