Gold Stocks Today » copper

It May Take a Dragon to Breathe Fire Into Markets

Frank Holmes — Tue, 24 Jan 2012 13:59:47 +0000

At the Cambridge House’s Vancouver Resource Investment Conference this week, I am part of a special debate on whether China will boom or bust with bestselling author Gordon G. Chang. The title of Chang’s book, The Coming Collapse of China, states his position quite clearly and I look forward to the intellectual challenge of convincing [...]

It May Take a Dragon to Breathe Fire Into Markets originally appeared in the Daily Reckoning. The Daily Reckoning, published by Agora Financial provides over 400,000 global readers economic news, market analysis, and contrarian investment ideas.

2011 Halftime Report: The Cues for Copper

Thu, 28 Jul 2011 14:17:54 +0000

Copper slightly disappointed investors, ending the first half of the year with a decline of 3.50 percent. Worries about global inflation and, more specifically, the potential slowing of China’s economy weighed on copper’s price. The red metal rose 5 percent quickly in the new year, but similar to zinc, lead, palladium and platinum prices, declined [...]

2011 Halftime Report: The Cues for Copper originally appeared in the Daily Reckoning. The Daily Reckoning provides 400,000+ readers economic news, market analysis, and contrarian investment ideas. Follow the Daily Reckoning on Facebook.

Commodities 2011 Halftime Report

Tue, 19 Jul 2011 13:06:29 +0000

Commodities don’t all perform in the same way. In any given year, a particular commodity will go gangbusters and outperform the group. However, that commodity will typically come back to Earth and underperform the following year or the year after that. This is why active management is important when investing in commodities. Active managers can [...]

Commodities 2011 Halftime Report originally appeared in the Daily Reckoning. The Daily Reckoning provides 400,000+ readers economic news, market analysis, and contrarian investment ideas. The Daily Reckoning features articles on the debt crisis, the debt ceiling and the day QE2 ended.

Don’t Turn Out the Lights on Commodities Just Yet

Tue, 10 May 2011 09:56:46 +0000

The prices for many commodities suffered the worst week in recent memory last week. Oil prices dipped below $100 per barrel, gold fell below $1,500 an ounce and silver gave back much of the past month’s gains by falling to the $35 an ounce level. The prices for other commodities such as sugar, tin, nickel, [...]

Don’t Turn Out the Lights on Commodities Just Yet originally appeared in the Daily Reckoning. The Daily Reckoning provides over half a million subscribers with literary economic perspective, global market analysis, and contrarian investment ideas. Bill Bonner, the founder of the the Daily Reckoning released his latest book Dice Have No Memory: Big Bets & Bad Economics From Paris to the Pampas in April 2011.

What’s Driving Russia’s Outperformance?

Tue, 29 Mar 2011 14:57:23 +0000

The Russian MICEX Index, which increased 22.5 percent in 2010, has jumped 15 percent so far in 2011, significantly outperforming many other markets. China is the second-best performer of the BRICs, rising more than 5 percent, while India (down over 10 percent) and Brazil (down over 2 percent) have lagged. Overall, the MSCI Emerging Markets [...]

What’s Driving Russia’s Outperformance? originally appeared in the Daily Reckoning. Daily Reckoning founder Bill Bonner recently wrote articles on stagflation and the great correction.

The BRIC Self Sufficiency Index

Fri, 11 Feb 2011 08:39:15 +0000

Demand for natural resources in the emerging world is increasing, but how much of this increased demand is met by the country�s own production? This interesting chart from Bank of America-Merrill Lynch shows the supply/demand fundamentals of several key industrial metals and basic materials. The dotted line represents a key tipping point. The resources to [...]

The BRIC Self Sufficiency Index originally appeared in the Daily Reckoning. The Daily Reckoning has published articles on the impact of quantitative easing, bakken oil, and hyperinflation.

The Case for Commodities in 2010

Frank Holmes — Thu, 28 Jan 2010 21:00:12 +0000

The biggest emerging economies have ambitious plans that require a greater share of the world�s limited commodities. This trend is spurring profound and permanent disruptions in how these resources are allocated now and in the future. For investors, these disruptions present opportunities. Simply put, an investment in natural resources is a vote of confidence in global [...]

The Case for Commodities in 2010 originally appeared in the Daily Reckoning. The Daily Reckoning, a FREE daily e-letter, offers a "uniquely refreshing" perspective on the global economy, investing, and today's markets.

A Decade of Hot Commodities

Frank Holmes — Thu, 21 Jan 2010 17:00:55 +0000

We�ve updated our popular Periodic Table of Commodity Returns, and the headline news should come as no surprise � 2009 was a complete turnaround from the sector�s 2008 performance. Commodities (as measured by the Reuters-Jefferies CRB Index) rose 24 percent in 2009, the largest single-year increase since the early 1970s. In 2008, only one of the 14 [...]

A Decade of Hot Commodities originally appeared in the Daily Reckoning. The Daily Reckoning, a FREE daily e-letter, offers a "uniquely refreshing" perspective on the global economy, investing, and today's markets.

Pan American Silver

Mineweb - Daily news headlines — Wed, 11 Nov 2009 07:06:55 +0000

Pan American Silver Tuesday reported a 172% increase in net income for the third quarter, along with record silver and gold production. CEO Geoff Burns said, "The main drivers of our third quarter performance were a well executed startup of the San Vicente mine expansion, which has been producing silver beyond our expectations, and a solid quarter at Manantial Espejo. "

Chile Gold Production Increase

Mineweb - Daily news headlines — Tue, 10 Nov 2009 13:18:32 +0000

According to research undertaken by the state organisation, the Chilean Copper Commission (Cochilco), the country's gold production could triple by 2015, putting the South American nation possibly into the world's top seven global producers. Chile's current gold production is put at 39.2 tonnes, but new developments and expansions - most notably Barrick's Pascua Lama project - could bring output to 103 tonnes by 2015. Indeed this could even be an underestimation with a number of other potential projects waiting in the wings. Much of Chile's current production is byproduct output from the country's huge copper mining industry, the world's largest, but more recent discoveries of potential gold/copper orebodies high in the Andes, which have been made viable by the big recent increase in the gold price, could mean that the country's output increases substantially in the years ahead. However the big problem at the moment is the shortage of capital for major gold developments of this type which require billions of dollars to get them on stream.