The Gold Report: How do you account for falling commodity prices? Steve Palmer: The strong U.S. dollar is driving commodity prices down. The dollar-based slide is magnified by the summer doldrums and the lack of liquidity in many of the junior names. There is also a widespread perception that the Chinese growth rate is slowing, […]
How AlphaNorth’s Steve Palmer Copes with the Commodity Blues Read More »
Chart: Gold prices (USD) with 14-day relative strength index (RSI) and Chicago Board Options Exchange Volatility Index (VIX) as proxy for market volatility The Gold Report: The price of gold flirted with $1,300 per ounce ($1,300/oz) in January. In July, it fell below $1,100/oz. What happened? Joe Mazumdar: Gold began 2015 at $1,184/oz. So, year
Canaccord Genuity’s Joe Mazumdar Tells Gold Investors to Go Underground to Survive Read More »
August 4, 2015 Dudley Pierce Baker http://CommonStockWarrants.com Bob Moriarty of 321Gold is a straight shooter, meaning he says what he thinks and doesn’t give a crap if you don’t like it. Sounds to me sorta like Donald Trump…… I’ve visited with Bob on numerous occasions and I’ve been on the same mine tour and he
Bob Moriarty | Recent Articles & Market Comments Read More »
The Energy Report: In a previous interview, you said that Trapeze Asset Management uses its valuation model from a bottom-up perspective to tell you where to find individual bargains, and from a top-down perspective to tell you whether markets or sectors are overvalued, undervalued or fairly valued. What is that model telling you about today’s
Randall Abramson Locks On to Unusual Bargains at Today’s Oil Prices Read More »
The Gold Report: July 13–20 was an unusual week in the gold market. In a May newsletter to Trapeze Asset Management clients, you argued that the glass is “half full” for investors given current macroeconomic signals. Much water has traveled under the bridge since. Has your view changed? Randall Abramson: Our view has not really
Randall Abramson’s Plan for Surviving Gold’s Summer of Discontent Read More »
The Gold Report: You recently became managing director of mining equity research at BMO Capital Markets. What kind of overview of the gold and silver sectors does this position entail? Andrew Kaip: Taking one of the lead roles at BMO Research has given me the opportunity to step away from the day to day of
BMO’s Andrew Kaip: The Gold Majors Are Back Read More »
The Energy Report: Do you rely on the stock-to-use ratio to predict grain prices and, if so, what is it telling you right now? Spencer Churchill: Yes, we do. Stock-to-use is a good way of assessing the degree of tightness in any crop market and hence how much underlying support there could be for prices.
Trust, But Verify: Jayant Bhandari, a fund adviser, recently published a guide called “High Risk, High Reward: Disciplined Junior Mining Investing” that suggests comparing company presentations to the annual reports usually available on the company website or at sedar.com. “It is not illegal for companies to fail to provide you full information in these presentations,”
Experts’ Guide to Getting the Most Out of Company Presentations Read More »
Trust, But Verify: Jayant Bhandari, a fund adviser, recently published a guide called “High Risk, High Reward: Disciplined Junior Mining Investing” that suggests comparing company presentations to the annual reports usually available on the company website or at sedar.com. “It is not illegal for companies to fail to provide you full information in these presentations,”
Experts’ Guide to Getting the Most Out of Company Presentations Read More »
The Gold Report: Many of the people we interview have a theory about why gold is performing poorly this summer despite so much global uncertainty, especially in China and Greece. What’s your theory? Joseph Fazzini: Gold typically plays numerous roles, including being a hedge against inflation, devaluation and economic turmoil, but it’s still a commodity.
Six Miners Dundee’s Joseph Fazzini Believes Will Weather the Storm Read More »
