By Casey Research, on January 9th, 2012 in Opinion & CommentaryBy Jeff Clark, Casey Research
2011 was remarkable in many ways for the precious metals markets. Gold soared to new highs in early September, hitting at an intraday record of $1,920/ounce on the fifth. Silver screamed to within a hair of $50 on April 28. Corrections ensued, and the metals ended the year on a disappointing note for silver and an underwhelming note for gold. Equities for the sector were down, to way down for junior ventures, logging their worst annual return since 2008.
Here’s a table of 2011 returns from most major asset classes:
(Click on image to enlarge)
Gold registered its eleventh consecutive annual gain, extending the bull market that began in . . . → Read More: Was 2011 a Dud or a Springboard for Gold?
By Guest Contributor, on December 1st, 2011 in Tips & StrategiesBy: Lorimer Wilson
With all the interest in physical gold, silver and other commodities these days, and the large/mid-cap companies who mine the metals and the juniors who are exploring for them, it begs the question: “Why is no one writing about the merits of investing in the long-term warrants associated with a few of those companies?” Merits? Absolutely!
The proprietary Gold and Silver Warrants Index (GSWI) returned 92% and generated a 60% leverage of dollars deployed in 2010. Now that I have told you why you should consider investing in warrants and no doubt have your undivided attention read on as I outline:
· what warrants actually are, · which companies have long-term tradable warrants, · . . . → Read More: The What, Which, When, Where, Why and How of Owning Precious Metals Warrants
By Casey Research, on November 9th, 2011 in Opinion & CommentaryBy Jeff Clark, Casey Research
While we’re convinced that our gold and silver investments will pay off, they don’t come without risk. What do you suppose is the biggest risk we face? Another 2008-style selloff? Gold stocks never breaking out of their funk? Maybe a depression that slams our standard of living?
Though those things are possible, we at Casey Research don’t see that as your greatest threat:
"Your biggest risk is not that gold or silver may fall in price. Nor is it that gold stocks could take longer to catch fire than we think. Not even the prospect of the Greater Depression. No, your biggest risk is political. As bankrupt governments get increasingly desperate for revenue, any . . . → Read More: The Gold Investor’s Biggest Risk
By Guest Contributor, on September 12th, 2011 in Opinion & CommentaryBy: Goldrunner
A tsunami doesn’t start with a bang, but with a whimper. The first sign is a little hump in the water way out in the distance that is barely notable. Anyone who catches a glimpse of it simply continues to expect the day to be the same as the last many days – calm and beautiful waters along the shore. This is the point where we are, today in the Precious Metals (PM) sector. Many have seen the little roll of water out in the distance as Gold edged up in the first move of a more parabolic slope, yet most investors are mired in the same expectations of yesterday – a return for Gold to correct . . . → Read More: The Precious Metals Tsunami
By The Gold Report, on April 18th, 2011 in Expert InterviewsSource: George Mack of The Gold Report
Finding companies with growth potential is just the start for Windermere Capital, according to Managing Director Brian Ostroff. An active philosophy and deep technical expertise allow the firm to invest "anywhere along the spectrum" from exploration to production, all the way to operation. In this exclusive interview with The Gold Report, Brian delves into the gold-silver value proposition and names a couple of promising players in the Abitibi.
The Gold Report: Brian, let’s start with you telling us about Windermere Capital.
Brian Ostroff: Windermere is an investment manager. We currently oversee two hedge funds with a natural resource focus. The Breakaway Strategic Resource Fund and the Navigator Fund are both . . . → Read More: Looking for Value in PMs and Finding Adventure
By Casey Research, on April 3rd, 2011 in US & WorldBy Jeff Clark, BIG GOLD
It feels a little callous writing about Japan with respect to precious metals after the country suffered such a terrible tragedy. However, I think it’s worth discussing because there’s a lesson in it for all of us. In fact, I think the moral could be couched in terms of a warning.
Japan’s Background with Precious Metals
It’s commonly known in Japanese culture that citizens harbor gold to protect against unforeseen events. The gold isn’t sold unless it’s needed for an emergency. With respect to the Japanese government, the country’s central bank is the 8th largest holder of the metal (including the IMF and GLD). Beyond investment, Japan represents about 6% of worldwide gold fabrication . . . → Read More: The Lesson from Japan for PM Investors
By Casey Research, on March 24th, 2011 in Expert InterviewsJeff Clark, BIG GOLD
What will happen to the U.S. economy and the dollar in the near term? Will inflation increase dramatically? What is the outlook for gold, and where should you put your money? BIG GOLD asked a world-class panel of economists, authors, and investment advisors what they expect for the future. Caution: strong opinions ahead…
Jim Rogers is a self-made billionaire, author of the best-sellers Adventure Capitalist and Investment Biker, and a sought-after financial commentator. He was a co-founder of the Quantum Fund, a successful hedge fund, and creator of the Rogers International Commodities Index (RICI).
Bill Bonner is the president and founder of Agora, Inc., a worldwide publisher of financial advice and opinions. He is also . . . → Read More: Investment Legends: “Dollar Collapse Inevitable”
By The Gold Report, on March 24th, 2011 in Expert InterviewsSource: Zig Lambo of The Gold Report
John Pugsley, author of the highly successful newsletter, The Stealth Investor, is struggling with some sudden health issues. But in this exclusive interview with The Gold Report, he shared his insight on how the global economic situation, including the catastrophe in Japan, is affecting the prospects for precious metals-related investments.
Editor’s Note: Shortly after this interview was recorded, Mr. Pugsley suffered a major heart attack. Our thoughts are with him and his family as we share his insights. New subscriptions to The Stealth Investor have been temporarily suspended.
The Gold Report: Good morning, John. Please start by commenting on how the tragedy in Japan and conflicts in the Middle . . . → Read More: John Pugsley: Look at the Big Picture
By Q1 Publishing, on March 14th, 2011 in Opinion & CommentaryBy Andrew Mickey, Q1 Publishing
In the last six weeks gold has erased all the losses from the short-lived correction. Gold is back setting new all-time highs and silver is up more than 30% in the past six weeks.
But as precious metals are adding to their gains, there are a lot of perceived headwinds coming for gold in the months ahead.
Summer’s not far away. Gold has historically lags over the over the summer months. Between 2002 and 2010 gold prices have increased an average of 0.3% in June, July, and August. Meanwhile, gold prices have risen an average of 19.7% during the other nine months.
Also, QE2 will be over in a few months. The Fed’s money . . . → Read More: What the End of QE2 Means for Gold
By Casey Research, on March 9th, 2011 in CommoditiesJeff Clark, BIG GOLD
You already know the basic reasons for owning gold – currency protection, inflation hedge, store of value, calamity insurance – many of which are becoming clichés even in mainstream articles. Throw in the supply and demand imbalance, and you’ve got the basic arguments for why one should hold gold for the foreseeable future.
All of these factors remain very bullish, in spite of gold’s 450% rise over the past 10 years. No, it’s not too late to buy, especially if you don’t own a meaningful amount; and yes, I’m convinced the price is headed much higher, regardless of the corrections we’ll inevitably see. Each of the aforementioned catalysts will force gold’s price higher and higher . . . → Read More: The Driver for Gold You’re Not Watching
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Was 2011 a Dud or a Springboard for Gold?
By Jeff Clark, Casey Research
2011 was remarkable in many ways for the precious metals markets. Gold soared to new highs in early September, hitting at an intraday record of $1,920/ounce on the fifth. Silver screamed to within a hair of $50 on April 28. Corrections ensued, and the metals ended the year on a disappointing note for silver and an underwhelming note for gold. Equities for the sector were down, to way down for junior ventures, logging their worst annual return since 2008.
Here’s a table of 2011 returns from most major asset classes:
(Click on image to enlarge)
Gold registered its eleventh consecutive annual gain, extending the bull market that began in . . . → Read More: Was 2011 a Dud or a Springboard for Gold?