The last time Vladimir Putin was president, he laid the foundation to pull Mother Russia from the wreck of economic chaos to a world power once again. This time, he’s ready to extend that influence to counter the West. His tools: Russia’s abundant resources of energy, including uranium. There’s a new war developing on the continent, and the weapons this time will be oil wells, gas fields, and uranium mines, pipelines and ports, processing facilities, and supply deals. Led by Russia’s vast resource wealth and China’s massive bank account, the countries of Asia and those along the Eurasian divide are realizing they do not want or need help from the West to achieve their goals. They are settling their differences, negotiating closer relations, and advancing their plans without as much as a phone call to Washington or Brussels. After years (more)…
Editorial
May 17, 2013May 10, 2013
Exclusive Interview: Adrian Day Shares His Insight on Investing in Mining Companies
 Equities.com recently spoke with Adrian Day of Adrian Day Asset Management to discuss his thoughts on the current natural resource market from truly global perspective, as well as the many different ways that investors can play the mining sector. As a renowned financial expert in both global investing and the natural resources sector, Day’s perspective is worth its weight in gold. Day will be joining a roster of notable and influential speakers at the upcoming New York Metals and Minerals Investment Conference on May 13-14, 2013 at New York Marriott Marquis. EQ: I’d like to start off by discussing Adrian Day Asset Management. Your firm focuses on three pillars of global, value, and resources. Can you talk about that and how that’s integral to the various services you provide? Day: Everything we do is globally oriented and value oriented, and we tend (more)… May 9, 2013
This Is It
 This is one of the more important issues I’ve written and I’m glad I waited to write out my thoughts now versus right after the significant drop in gold two weeks ago. I will dovetail into why I believe that is important emotionally and why it ties into our viewpoint over the short and long term. I titled this issue “This Is It” because the decisions made in this coming, call it 6-18 months or so, will separate the men from the boys in this great gold bull market, and our resolve will be tested. I believe this scary market environment and correction is setting up the bubble/mania/third phase of the precious metals secular bull market where prices go parabolic in metals and mining stocks. However, the downside action in gold is likely not over yet and we may be (more)… May 7, 2013
Futures Outlook: Is It Time for Corn to Pick Up the Slack?
 Futures Outlook for the Week of 05/6/13 Corn has been in failure mode for a while now, but looking forward over the next number of months, you might see that shift. The longer term charts are a bit overextended and as we run into support territories, we’ll have to watch closely to see if they hold and begin to push us higher. In addition, we’ve seen some bullish activity that could give us a secondary cycle that could spell out opportunity coming into the summer. Corn Let’s look at the Daily chart first for some near term perspective. This chart shows Corn’s dramatic failure between the end of March and the beginning of April. This occurred based on the release of supply data. After the dramatic Daily failure, we saw it settle out a bit and move sideways for a (more)… May 3, 2013
Is Gold Losing Ground to Emerging Markets in the ETF World?
 While still the world’s biggest bullion ETF, the SPDR Gold Shares Exchange Traded Fund (GLD) took the brunt of the beating sustained by commodities last month, and has now lost its position as the second-place holder in terms of largest U.S. ETFs by assets, falling to third behind the Vanguard FTSE Emerging Markets ETF (VWO). Down almost 6 percent over the past month, GLD lost $6.77 billion of investor cash in April, the ostensible result of a 7.6 fall in the price of the precious metal. The ETF has lost more than $13.5 billion in assets in 2013 alone. Various reasons have been given for the travails of gold and by extension the most important gold ETF, with the Federal Reserve being among the most widely cited of these, but for reasons that are not immediately evident. In a climate (more)…
Grain Markets Repeating 2010
 The grain markets are beginning to look like 2010 all over again. The corn, bean and wheat markets all had substantial rallies, with each setting all time highs in 2008. The markets then formed a secondary peak in 2009 before drifting lower to sideways through the early summer of 2010, which ended up being the base for the all-time highs. The most consistent reason for expecting a similar outcome this year is based on the same external factors in play this year like, ending stocks and global demand. However, these factors have already been accounted for. The hidden key to these expectations lies in the market actions of the commercial traders. The Commodity Futures Trading Commission (CFTC) publishes a weekly report of the each market’s main participants and their actions within the markets they trade. These groups include small speculators (more)… May 2, 2013
Chart Room with Mark Arbeter: See Near-term Pullback in Gold
 S&P Capital IQ Chief Technical Strategist Mark Arbeter notes the long-term picture for gold is still uncertain. For further technical comments from Mark Arbeter, please visit: http://advisor.marketscope.com/ May 1, 2013
Is Now the Time to Buy Gold?
You’ve undoubtedly read about the dramatic increase in demand for gold and silver bullion products since the big correction two weeks ago. Supply has gotten tight, premiums are rising, and inventory is hard to come by, especially for certain silver products. But it’s worse than you may know. Many of these reports come from the retail side of the business, including those from sovereign mints. This information is indicative, but more important is the activity among the wholesalers. It’s possible the retail trade is just experiencing a giant bottleneck, which would come with a different set of conclusions than if behind the scenes the wholesale industry is seeing net sales. So we decided to talk to the wholesalers directly: the bullion banks, traders, and refiners. These entities typically deal in wholesale trades only, exclusively in large amounts, and solely with (more)…
Exclusive Interview: Peter Spina on Gold and Silver Investing
 For gold and silver investors, understanding the underlying fundamentals and economic factors that drive the demand and price direction of the precious metals is critically essential to the success of their portfolio. Peter Spina, the founder and CEO of GoldSeek.com and SilverSeek.com, understood this right around the time when technology was becoming more accessible to everyday people, and at the same time, gold and silver were increasingly becoming viewed as investment assets. With over 15 years of experience investing in gold and silver, and the mining companies in the space, Spina spends much of his time researching, consulting and investing into gold and silver stocks with a primary focus on micro-caps and junior mining/exploration companies. Equities.com spoke with Spina to get his thoughts on where gold and silver are headed, as well as to learn more about his sites. Spina (more)… April 29, 2013
Futures Outlook: Cotton Revisited and New Potential Formations
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 Futures Outlook for the Week of 04/29/13 I wrote about Cotton back in January while it was sitting around 78.55. My thoughts then were: “Cotton has been ranging between 80 as a ballpark on the high side and the 69 territory on the low end of things. As it has been a bit range bound and we’ve seen a bit of an effort for it to rally, I personally would like to see it rally and break through the 80 level.” Cotton did go ahead and break the 80 territory for you and rallied up to a high point last month around 94. We got a nice push upward out of it, but now let’s look at the charts and evaluate where it stands currently and what may happen next. Cotton Let’s look at the Daily chart first for some (more)… |
