If you're new here, you may want to subscribe to my RSS feed. Thanks for visiting!One of the most interesting realizations I have gained from studying the financial markets is that success comes from developing a clear set of rules and sticking to them despite the current psychology and tenor of the market. Contrary to…
Read more
Rare Earth Mining Stocks Should Continue Run in 2011 As China Restricts Exports
What is so rare as a day in June, the poet asks? The answer ... a sector in play, on a perfect day. The rare earth sector is experiencing an explosion of investment interest as China continues to place restrictions on Rare Earth Oxides (REO). Resource investors are drooling over the potential price explosion like…
Read more
Fronteer Gold (FRG) Continues To Expand Long Canyon
There is a growing scarcity of available precious metal mines in the world. The old majors such as Barrick (ABX), Goldcorp (GG), and Newmont Mining (NEM) are facing diminishing reserves in their existing mines. They are mature miners and their pockets are bulging with cheap dollars. Moreover, these majors are competing with the Chinese, Russians, Japanese, and Koreans…
Read more
Is The Chinese Bubble About to Burst?
After QE2, analysts were looking for possible consequences of the Federal Reserve Bank’s actions. What has become apparent is that the Fed has created another bubble in China. Investors globally have transferred devalued US dollars and euros to buy Chinese property and equities. China has had to combat imported inflation with rapidly rising asset prices.…
Read more
Gold Mining Mergers And Acquisitions In 2011
Video Interview With thestreet.com on some of the potential targets for majors in 2011.
Read more
Uranium Miners Hit New Highs
In 1883, a historic cataclysm of 10 days shook the world and vaporized Krakatoa, an island between Java and Sumatra. An umbrella of ash rose 50 miles high and sent sonic reverberations seven times around the world. Deaths numbered 120,000. Scientists of that time were awed by the magnitude of nature’s forces that were being…
Read more
Buying U.S. Junior Gold Miners During A Dollar Debasing
There have been some exciting mergers and acquisitions (M&As) within the junior mining sector over the past few months. As gold and silver settle from the previous move, many projects will be re-rated and acquired by majors that are struggling with decreasing resources. I believe the industry is undergoing consolidation and we're seeing the beginning…
Read more
General Moly (GMO) and Thompson Creek (TC) Breakout On Supply Concerns
On September 27, I wrote an article mentioning that uranium and molybdenum miners were poised for a breakout. See Finally Time for Caution in Precious Metals. Since that article the molybdenum and uranium miners have made huge gains because of supply concerns globally. While investors are concerned about a global currency devaluation, a global race is…
Read more
Time to Buy Uranium Miners In Wyoming?
Uranium miners that are close to production in Wyoming are gaining a lot of enthusiastic interest from investors over the past few weeks. Some of the miners out of Wyoming have made huge percentage gains such as Uranerz (URZ), UR Energy (URG), Cameco (CCJ) and Uranium One (UUU:TSX) as more mines are expected to…
Read more
Market Fails as Fronteer (FRG) Jumps On Long Canyon Discovery
The S&P 500 broke out of a bearish rising wedge pattern last week after failing to hold the 200 day moving average four different times. My bearish views were confirmed last week with a high volume breakdown after the Federal Reserve gave a sour report on the state of the economy. Trading became highly…
Read more