Economics and politics. Accretion and repletion. Mergers and acquisitions. Joe Mazumdar, senior mining analyst with Haywood Securities, sees all of these as catalysts for a rebound in the junior gold space in 2012. In this exclusive Gold Report interview, he reveals the names of companies he expects to take off. The Gold Report: What is the consensus among Haywood analysts on what 2012 will bring for mine commodities, particularly precious metals?

Cheap money was trending long before "the" Facebook lost its article and 845 million people lost the rights to their lives... The U.S. FED'S status update last month about how it still loves cheap money always and forever was sure to work magic. Even if the pixie-dust did blow straight past output, incomes and capital formation.

Civilian Unemployment Rate: 8.3% in January, down from 8.5% in December. Cycle high jobless rate for the recent recession is 10.0% registered in October 2009. Payroll Employment: +243,000 jobs in January vs. +203,000 in December. Private sector jobs increased 257,000 after a gain of 220,000 in December. A net gain of 60,000 jobs followed after revisions to payroll estimates of November and December

NFP printed 243K, higher than forecast. As expected markets took out all resistance's and moved to the almighty important level of 1345/50. Key highlights from NFP report

This December gold prices swooned by more than 10 per cent in their biggest monthly fall since the collapse of Lehman Brothers. For some insecure gold investors it was like a bad dream. They were happy to wake up to a bright, crisp January whose performance was more than enough to warm the heart of any gold investor. It was the metal's strongest starting month in 32 years giving a resounding answer to those who wondered if the 11-year rally in gold had ended (and they always seem to come out of the woodwork every time gold experiences a correction.)