Demand is increasing for these elements, for smart phones, for the smaller, more efficient and lighter products, technologies and alternative clean energies. Demand is growing rapidly.
The number of companies that will be able to get into production is limited. Mining is a tough business, and especially tough in rare earths, where you have so many moving parts. Despite that—or perhaps because of that—the rewards will be great!
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Glencore-Xstrata Merger: Monumental For Commodity Investors
An increase in mergers and acquisitions and one of this record size is monumental for the commodity sector.
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Powerful Risk On Rally Benefitting Gold and Silver Explorers In 2012
Those on the sidelines in cash and treasuries, playing risk off are in fact playing a risky game as inflation appears to be the flavor of the day. Look for technical breakouts in gold, silver, copper, uranium and rare earths as they all appear to be reversing higher as the moving averages transition upward. The risk off trade in Treasuries and the U.S. dollar appears to be losing momentum and dangerously teetering on a decline.
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Nuclear Revival Spur Uranium Miners Higher, Uranerz (URZ) Leading Sector
We are in the midst of a powerful rebound in our select uranium miners such as Uranerz (URZ). The charts indicate an explosive 220% rebound since October lows. For months we sent out reports that Uranerz will outperform. In fact URZ is leading the sector higher over the past three months.
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Uranium and Rare Earths Leading Market Rebound
As we predicted, our uranium and rare earth selections are amongst the leaders during this market rebound. Their underlying fundamentals are strong enough on their own to propel this move. In addition, the shorts may be running for cover here. Lastly, the supply demand equation may be taking hold.
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Long Term Trend Up In Gold and Silver Is Intact, Look For High Quality Exploration Companies
Gold appears to be bouncing off our buypoints similar to January 2011 and regaining its 50 and 200 day to the upside. Now the weak hands will come back at much higher prices.
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Fed Announces Record Low Interest Rates Until Late 2014 and Commodities Soar
Once again the lemmings have jumped off a cliff into what they mistakenly thought was a safe haven(dollar and treasuries). Isn’t that the name of the game, which is to get you to swing at the wrong pitch at the wrong time?
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Rare Earths Breaking Downtrend To The Upside
This is why we continue to explore the development of rare earths and resist being seduced by the daily marketplace which tends to confuse, misdirect and obfuscate. This brings us to today, the rare earths are breaking out of bases.
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Silver Breaks Downtrend, Junior Miners Outperforming Majors
On January 3, 2012 I wrote to my readers that silver would begin outperforming gold similar to what we saw in 2010. On Friday we saw a major gain in silver of close to 5%, breaking the 50 day moving average for the first time since the Operation Twist decline in September. This was an attempt by the Federal Reserve to manipulate commodity prices lower while artificially inflating U.S. dollars and bonds. It appears that this temporary fix may be reversing to the benefit of undervalued junior miners of both precious and industrial metals.
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Uranium Miners Break Through Critical 200 Day Moving Average To The Upside
We continue to see the powerful resurrection of the entire nuclear energy sector. We refused to succumb to the uppercuts of pessimism that were battering even the champions in the sector. Now uranium is beginning to see increased interest and has powerfully rebounded off of late 2011 lows.
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