Interviews

Analysts at Mackie Research Capital crunched the data to stress test which junior miners would thrive, survive or die at $1,000/oz gold and $18/oz silver.

“We think that exposure to silver is just as important as exposure to gold, not only for protection, but also through the junior miners as leverage to that investment.”

The good and maybe ugly of gold equities. “The severe drop in gold on those two days in April made very little sense from a pure supply and demand perspective.”

Don’t ask Louis James if the gold price has reached bottom. He doesn’t care. The senior editor with Casey Research is too busy trying to ferret out those gold miners with a bird in the hand.

Rick Rule: “Compared to the North American market, Australia’s is very small and much more volatile. When outside money floods into it, the valuations explode and the market goes higher faster.”

Kitco News talks to Van Eck Global portfolio manager Joe Foster about the current state of the precious metals markets. Foster is bullish on gold and expects the markets to act better by fall.

Ralph Aldis: “If we can build a portfolio out of 10 or 20 junior names that meet our criteria, then we’re insulated from some of the extreme price moves.”