Gold and Resources
One Week Left: Will Xstrata (XTA) dump Lonmin (LMI)?
Published on September 26, 2008
Xstrata (XTA) has a week to formalize its bid for Lonmin (LMI) but the market says it “ain’t gonna happen.”
I think Xstrata may have taken my advice to heart. A couple of months ago, I advised investors to stay away from Lonmin, and now it looks like Xstrata’s going to do that very thing. [...]
Vale (RIO) cuts off iron ore… and China goes shopping
Published on September 25, 2008
Vale (RIO) has cancelled its iron ore shipments to China until the country’s steelmakers cough up more dough. But China has other ideas. And Vale may find its products aren’t as vital as it originally thought.
by Stephanie Grimmett
Baltimore — (TFN): It’s the “teach a man to fish” theory of steelmaking: Buy iron ore [...]
Can Fibonacci (numbers) tell you when to buy gold?
Published on September 24, 2008
Are gold prices controlled by a mysterious set of ratios known as the Golden Mean? Will Fibonacci numbers give you the key to gains and losses in the gold market?
Fibonacci sequences tend to show up in the strangest of places. And now Dominic Frisby of the UK’s MoneyWeek has discovered them as a good [...]
Market mover: Apex Silver Mines (SIL) makes huge one-day gain
Published on September 23, 2008
Most investors are fleeing to safety to protect what is left of their investments. Meanwhile, Apex Silver Mines (AMEX:SIL) investors are locking in huge one-day gains. It is a perfect lesson in buying low and selling high.
By Andrew Snyder
Baltimore – (TFN): If there were ever a perfect example of how to buy low and sell [...]
We’re running out of “good dirt”: Profit from the farmland shortage with Cresud (CRESY)
Published on September 22, 2008
We’re facing a topsoil shortage. And agricultural giant Cresud (NASDAQ:CRESY) will profit as fertile land becomes more scarce.
Blogger’s note: And here I just thought higher food prices were because of energy costs and a rise in the demand for biofuels (which is because of energy costs, too, come to think of it.).
We’ve all [...]
Can you profit from paper stocks?
Published on September 19, 2008
“Stock prices for paper companies have been erroding for more than a year. But a recent bump upward could mean the mills might rise again.” — Stephanie Grimmett
by Stephanie Grimmett
Baltimore — (TFN): I’m betting this will have tree-huggers (the literal kind, not just any hippy who might be around) screaming for blood: Did you know [...]
Small cap mining stocks: Mariana Resources (MARL) or Horizonte Minerals (HZM)
Published on September 17, 2008
“Who do you think is more likely to run a successful mining exploration company in South America? A man who for forty years has been scouring the geological maps of that great continent, tramping the stony ground and swapping stories in bars where grizzled prospectors wash the dust from their throats? Or a man who, [...]
Has the gold market reached “euphoria”?
Published on September 15, 2008
“Bull markets are born on pessimism, grow on scepticism, mature on optimism, and die on euphoria.” — Sir John Templeton
by John Robson & Andrew Selsby, Full Circle Asset Management, first published in the threesixty Newsletter and subsequently on MoneyWeek
Baltimore and London — (TFN): Sir John Templeton died on 8 July, aged 95. He was, throughout [...]
Mining stocks aren’t dead: Buy Xstrata (XTA) & International Ferro Metals (IFL)
Published on September 12, 2008
“It’s important that we get back to the fundamentals of supply and demand. Some commodity prices have held up and even continued to rise. These tend to be those where the price is set by contract negotiations.” — Bradley Mitchell
Blogger’s note: Ever wonder where professional traders are putting their money? Well, now you don’t have [...]
Crude oil down… gold hammered: Is this the commodities endgame?
Published on September 10, 2008
Crude oil prices are a hurricane stand-down away from breaking through $100… gold is about to hit $750… and SPDR Gold Trust (NYSE:GLD) is going to the dogs! What should you do as the commodities boom crumbles?
by J. Christoph Amberger
Baltimore — (TFN): These days, I watch my stock portfolio with a sense of pain [...]
Boom’s over: Gold price continues to plummet
Published on September 9, 2008
After losing $240 per ounce since March, a gold close below $780 could trigger a further retreat to $750 an ounce… if not worse.
Buy commodities now, before the next boom begins
Published on September 9, 2008
“Make no mistake: We’re NOT at the cusp of a bear market. On the contrary, smart investors should take advantage of currently depressed prices to aggressively accumulate shares in select precious metals and energy companies.” — Eric Roseman
by Eric Roseman
Baltimore — (TFN): Commodities, especially oil and gold, are in a correction. But make no mistake: [...]
Gold prices fail to rally on FRE / FNM news
Published on September 8, 2008
The government take-over of Fannie Mae and Freddie Mac and their subsequent decline could have been the long-awaited second coming of the gold bugs’ favorite asset. But it dropped below $800 once again…
Operation Meltdown, Part II: Hoarding for War, Vaulting for Victory
Published on September 8, 2008
“Governments and their central bank agencies set the price — and thus value — of what we now use to buy and sell, invest and spend. And since this control over money rests with politicians and bureaucrats, it’s worth noting how the surge in nationalized gold reserves coincided precisely with the surge in nationalist politics, [...]
Vale (RIO) pushes China for higher prices
Published on September 4, 2008
“When yearly contracts were made in February at an 86% increase on last year’s prices, China’s steel producers gulped so hard they nearly swallowed their own teeth. But that wasn’t the end of it. Both Rio Tinto and BHP renegotiated their contracts for even higher prices this summer. And now its big brother’s turn.” — [...]
Gold at $2,475 an ounce — depending on the vendor…
Published on August 28, 2008
Gold bugs ought to be celebrating: Someone is selling gold at over $2,000 an ounce!
Peregrine Diamonds (PGD): Up or down?
Published on August 28, 2008
Harry Winston Diamonds (HWD:NYSE) is up today, although that may just be Tiffany’s and Zale’s good quarterly reports rubbing off on the diamond producer. If you’ve been reading our blog for very long, you already know all about the troubles facing HWD.
But another Canadian diamond miner just had a really great day. And if [...]
Bumper crop in South Africa may just disprove the Rev. Malthus once again
Published on August 27, 2008
As financial editors dust off the Reverend Mathus’ “Doomsday Doctrine” to scare up new subscribers for their services, an exceptional corn crop in South Africa promises to eradicate even more of corn’s shrinking year-to-date gains.
India the harbinger of a sugar shortage?
Published on August 27, 2008
“India’s situation isn’t unique. Worldwide, sugar prices have gained 50% in the last 12 months (33% since the beginning of 2008). But the country may be the canary in the coalmine… or in the sugar refinery, as the case may be.” — Stephanie Grimmett
by Stephanie Grimmett
Baltimore — (TFN): India is importing raw sugar for the [...]
Commodities Supercycle Boom or Bust?
Published on August 25, 2008
“The worst rout in the history of commodities may be ending, signaling a replay of the 2006 tumble that preceded a doubling of prices in the next 17 months.” — Madelene Pearson, Bloomberg News
Blogger’s note: Depending on which camp you belong to, the recent dip in prices either means the commodities supercycle [...]
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