mongolia

Gold, oil & 44 Bars per Minute

Gold, oil & 44 Bars per Minute

“Girls love to spin.” — Wayne, Dance Instructor, Howard County Parks and Rec. I’m taking dance classes at the local Parks & Rec. with a stunning brunette, which is why I’m shuffling my feet around on Sunday nights at eight. The crowd is mixed; twenty-something hipster couples and old guys who have difficulty with their gig lines. The instructor is a cross between Wayne Newton and Telly Savalas: a black silk shirt, shaved head, and a nose like an organic potato. He sucks his microphone like a lollipop and spits out a steady stream of advice: “One, two, hook the toe, slide back, twirl…” Chick magnet The chicks love him, of course. And heck, I was even having a good timeďż˝— right up until Wayne Savalas swished over during the break. My H1 was in the parking lot. It’s shiny, yellow, and chews diesel like a Mongolian wrestler at a yak roast. Wayne obviously saw me pull up and feels he should enlighten me about his new Chevy Volt getting 60 miles per gallon… And why would I drive something that sucks up so much gas and destroys the environment? I told him that I was fully invested in oil explorers. And with the trouble in the Middle East launching my shares, I could drive a Semi for life… Brent Crude ETF (BNO) Yes, he said, but is this more of a trade on the Arab revolutions, or does it have more to do with the destruction of the dollar? Wayne pointed out that the dollar/euro has hit a four-month low and seems to be heading lower. Down she goes What is most concerning is that during this particular period of global uncertainty, the

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Weekend: Tomorrow’s News Today

Welcome to the Wealth Daily Weekend Edition — our insights from the week in investing and links to our most-read Wealth Daily and sister publication articles. As the markets continue to feed the bulls with yet another push to the upside, it’s but a sideshow to the world’s entrepreneurs. Deaf to market chatter, they simply go about their work as the talking heads on CNBC like Cramer and Maria take it all into overdrive. And while the markets matter in the grand scheme of things, to the truly creative types, it only provides a faint background noise. Instead, they are busy doing what they have always done: pushing their dreams down the unknown road. As always, the ascent of man reaches for a higher place. That’s why the future is so hard to predict. Innovation alters the world in ways we don’t always expect. So what can we look forward to over the course of the next five years? Advertisement The Biggest Investment of the 21st Century It’s called the smart grid… and it’s about to revolutionize the way we use our electricity. GE and Google have already committed billions to this technology… But a handful of “super-ups” are poised to dominate this $297 billion/year industry… Get their names and ticker symbols here. According to IBM’s (NYSE: IBM ) latest “Five in Five,” technology will change people’s lives in the following ways… 1. You’ll beam up your friends in 3D. In the next five years, 3D interfaces (like those in the movies) will let you interact with 3D holograms of your friends in real time. Movies and TVs are already moving to 3D, and as 3D and holographic cameras get more sophisticated and miniaturized to fit into cell phones, you will be able to interact with photos, browse the Web, and chat with your friends in entirely new ways. 2. Batteries will breathe air to power our devices. In the next five years, scientific advances in transistors and battery technology will allow your devices to last about 10 times longer than they do today. And better yet, in some cases, …

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Uranium’s Bull Market Pushes Forward

Filed in BP, Gold, GOld juniors, Gold Market, lead, Lear, miners, mongolia, o, shares, target, ubs by on January 28, 2011 0 Comments
Uranium’s Bull Market Pushes Forward

Uranium prices are breaking out. A pound of U3O8 hit $70 yesterday, up 12% already for the year. And thanks to increasing demand and tight supply, prices could be headed even higher. When uranium prices bottomed out last summer, Wealth Daily took notice and started telling you about it… Back in August, Ian Cooper told readers: “Uranium just became the hottest story of the year — and quite possibly the ‘supply-demand’ buying opportunity of a lifetime.” Why we’re investing in uranium: increasing global demand production shortfalls mine closings diminishing secondary supplies significant price increase growing speculation He hit the nail on the head. Since that time, the price of uranium has increased some 60%. Ian told subscribers, “One company set to benefit significantly is Cameco (NYSE: CCJ), the co-owner of the world’s biggest uranium mine.” Wealth Daily members who bought CCJ on Ian’s recommendation have returned a 52% gain so far. But Ian wasn’t the only Wealth Daily editor telling you about uranium… A few weeks later, Chris DeHaemer wrote: “The downtrend [in uranium prices] has been broken and we’ll start to see higher highs as well as higher lows.” In his article, Chris talked about Uranium One (TSX: UUU) and Denison Mines (AMEX: DNN), which have returned 70% and 119% gains respectively since he wrote the article. Even Angel Publisher Brian Hicks wrote to you a few months back, calling Uranerz Energy (AMEX: URZ) “the single uranium stock you need to own right now.” At the time, he urged Wealth Daily subscribers to buy shares of Uranerz Energy at $1.50: “Buy URZ at current levels for triple-digit gains in the coming months.” Since that time, shares of URZ have more than tripled, paying investors a 267% gain . Shares of uranium miners like Uranerz and the others have been reacting positively to surging commodity prices. Uranium prices spike 67% in six months Since bottoming out at $42 in June, the price of uranium-oxide (U3O8) jumped to $70 per pound this week for the first time since April 2008 as demand…

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FBR Capital Reiterates “Outperform” Rating on Peabody Energy (BTU)

Coal producer Peabody Energy Corporation ( BTU ) on Monday saw its “Outperform” rating reiterated by analysts at FBR Capital Markets. The firm also backed its $77 price target on BTU, which implies a 32% upside to the stock’s Friday closing price of $58.17. An FBR analyst commented, “The [coal] sector has declined off the top and is poised to react less to negative news and, hopefully, more favorably to positive news. BTU has lagged its U.S. and Australian peers by about 10%–15% for the one-, three-, and six-month periods, in part from 4Q10′s and 1Q11′s Australian flood impact and acquisition worries. We believe shares already discount the news and are now a bargain in front of several expected catalysts: (1) Australian production recovery, (2) West Coast port announcement, (3) formal sanctioning of Australia Millennium mine, (4) trading group upside with rising price volatility ($5/share value), (5) Mongolia optionality, (6) China project values becoming better understood, (7) acquisition risk overstated, with an outstanding track record.” Continuing, “While 2011 estimates may initially be reset due to 1Q11′s Australian supply issues, we believe estimates will be walked up over the rest of the year from rising prices, faster supply recovery, trading activity, and use of free cash flow.” Peabody Energy shares fell 25 cents, or -0.4%, in premarket trading Monday. The company is slated to reported its fourth quarter earnings results on Tuesday. The Bottom Line Shares of Peabody Energy ( BTU ) have a .58% dividend yield, based on last night’s closing stock price of $58.17. The stock has technical support in the $54-$56 price area. If the shares can firm up, we see overhead resistance around the $62-$65 price levels. Peabody Energy Corporation ( BTU ) is not recommended at this time, holding a Dividend.com DARS™ Rating of 3.4 out of 5 stars. Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .

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Weekend: A Digital Pearl Harbor

Welcome to the Wealth Daily Weekend Edition — our insights from the week in investing and links to our most-read Wealth Daily and sister publication articles. From Sun Tzu to “Stormin’ Norman” Schwarzkopf, the goal of every military commander has always been pretty simple: to kill people and break things. Beat the other guy, and your name will find its way into the history books… The only thing that changes is the technology. From the longbow to the ballistic missile, the arms race is one that never sleeps. One of the fastest growing fronts in this struggle is in cyberspace. Today’s style of combat is geek versus geek. But don’t believe for a second that it’s not just as dangerous… Because while it doesn’t involve tanks or fighter squadrons, cyberwar’s ability to disrupt an enemy is just as effective, and often equally destructive. It’s war by other means — one that focuses on using computer code to strike an enemy’s Achilles’ heel. Full-scale cyberwar The recent discovery of a computer worm called Stuxnet is a perfect example of the damage a hacker armed with code can create. Using the “most advanced and aggressive malware in history,” cyberwarriors have now set Iran’s nuclear ambitions back by two years, according to most estimates. (Not surprisingly, Israel and the United States are at the top of the suspect list.) The worm itself attacked controllers critical to operations at Natanz, a sprawling enrichment site in Iran’s desert. As operators stared blankly at their screens, the bug’s centrifuges spun wildly out of control, tearing systems apart. “This was nearly as effective as a military strike, but even better since there are no fatalities and no full-blown war. From a military perspective, this was a huge success,” said Ralph Langer, a top German Security expert. “It will take two years for Iran to get back on track.” This is only the latest cyber skirmish… Back in 2007, Estonia fell victim to what Wired Magazine dubbed “Web War One”. Hounded by three weeks of digital assaults, Estonia’s electronic Maginot Line proved as feeble as the original. The country’s firewalls withered as a flood of data sent by the nation’s unknown opponents quickly crashed one system after another, crippling numerous vital public services. Websites of government ministries, banks, and newspapers all fell victim. And while the rest of the world watched the attacks with a combination of curiosity and indifference, military planners…

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Junior Gold Stocks to Shine in 2011

Junior Gold Stocks to Shine in 2011

Last Friday, I urged Wealth Daily subscribers like yourself to buy gold and silver ahead of major buying that needed to take place this week to satisfy contractual COMEX obligations before the end of the trading day today… Gold and silver prices have remained volatile in both directions since October. But indications from the COMEX show suggest we may see a spike in these precious metals prices next week… Contracts for gold and silver December futures that demand physical metal must be met by then. But there appears to be a significant shortfall in the actual physical metal required to meet these demands — especially in silver. If these contractual obligations are not met by the 12/31/10 deadline, then we could see a default scenario, which would drive the metals prices even higher and cause great instability for other markets as well. This is exactly what happened. Advertisement This Play Just Keeps Making Money – 155%… 323%… 900%… ???% A few months ago, I released a special video on a tiny Mongolian oil company. I predicted this little-known company would go absolutely ballistic once drilling results came in. And boy was I right. Early investors had a shot at 900% gains. And the way I see it, we’ll see a repeat very soon. So check out this video on the matter and make sure you’re one of the early birds this time around.    Significant buying of physical gold and silver to meet COMEX futures drove bullion prices much higher this week. Take a look: While the physical bullion market is rising, junior mining shares are starting to get some attention once again. Junior mining stocks are even more speculative — but their risk/reward tradeoff amplifies potential gains even further. And when junior gold stocks are in favor, they can quickly return legendary gains. There’s just one little problem… There are over 1,000 junior mining companies listed on the TSX Venture exchange alone. And it’s very difficult to sort through all the promotions and scams to find solid junior gold stocks. Going through all those companies was a very time-consuming and nerve-racking ordeal… So, if you don’t …

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Sell, Sell, Sell

Filed in BP, earnings, economy, Gold, GOld juniors, mongolia, Netflix, o, sov by on December 20, 2010 0 Comments
Sell, Sell, Sell

Here it is, the end of another fantastic year. The NASDAQ is up 26% over the last 52 weeks, the S&P500 is up 24%, and the DJIA is up 20%. Heck, it’s been a great year at Crisis & Opportunity as well. Readers have seen gains of 759% in a small Mongolian oil company, 52% on a cruise ship in a week, and 251% gains on a safety syringe maker. Lets face it: greed is back. The speculators have returned and the fast money is seeking risk. Froth is back There is no better example of this froth than the hot Chinese IPO’s Youku.com. Called the “Netflix of China,” it returned 161% on the first day. All sorts of companies are running. New Energy Technologies (NENE.OB) — one of Jeff Siegel’s picks — went from 0.31 to $3.29 in a month. And lastly, one of my garbage stocks, Madcatz (ASE: MCZ), a purveyor of video game accessories, shot up 250% in a few weeks. That type of momentum chasing doesn’t happen in bear markets; in fact it’s more indicative of a top. I’ve written before that this market is setting up just as it did in 2004. We are three years after a massive market correction. The Fed and Congress are doing everything they can to shoot money into the economy. We’ve just had a major stock market rally similar to 2003, and the vast spectrum of negatives from housing to jobs seems to be getting better… Here is what 2004 looked like:   There’s a chart that will give you indigestion on the way to a 10% gain. Every rally was sold hard, blowing out the longs. Every dip reversed strong destroying the shorts. Double dip was the dominant fear. And every sell-off got run over by easy money from the Fed. Looking at this chart, there is no easy way to tell when a …

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Weekend: Eye of the Tiger

Welcome to the Wealth Daily Weekend Edition — our insights from the week in investing and links to our most-read Wealth Daily and sister publication articles. While America stumbles and bumbles through the long, dark night… A young upstart is about to knock Uncle Sam and the rest of the Western world right down the creaky old steps. Whether you realize it or not, China is in it to win it, and she’s taking no prisoners. If you doubt that, take a look at this article that appeared earlier this week in The New York Times . Entitled “To Conquer Wind Power, China Writes the Rules,” it details how China plays the role of puppet master in working to corner the production of another market — this time in wind power. Advertisement Radical technology promises to break Big Pharma profit records One small American company’s “cell-shock” technology will soon be the global Gold Standard for the treatment and prevention of all the major cancers, influenza, malaria, HIV, and more… It’s expected to save millions of lives — and bring over 10,000% returns to investors of this medical miracle. Click here to earn 1,000 times your money… China flexes her muscles Acting the part of the 800 pound gorilla, the Chinese have now grabbed more than 85 percent of the wind turbine market, aided by rules that stack the deck prohibitively in Beijing’s favor. From requiring at least 70% of the equipment in their wind farms be domestically produced to low-interest loans and cheap land from the government, Beijing is a Chinese working man’s best friend. You see in China, they actually base every decision around what we have been so slow to see. They realize it’s about keeping the masses employed and working to use every single advantage they can to keep the wheels turning. And if that involves bending the rules in their favor, so be it. China, in other words, is all about China— today, tomorrow, and for the next 500 hundred years. Our time horizon, meanwhile, extends only as far as the next election or earnings release. It’s bloody pathetic. That long-range outlook — so ingrained in the way the Chinese look at world — was on full display when I hit the money quote at the end of the article. Drawn from a gathering of hundreds of big executives from around the world, it involves the mindset of Li Junfeng, overseer of the Chinese renewable energy industry: “ You cannot be called a winner if you are the leader for three or five years,” Mr. Li told the Chinese executives. “You can only stand on the top line if you are the leader for 100 or 200 years.” The Chinese presidents sat quietly and respectfully, chins down. Senior executives from the foreign manufacturers — including Vestas, G.E. and Gamesa — sat alongside them, staring straight ahead in stony silence.” Maybe they realized they’d stepped into the ring with Clubber Lang, and he wasn’t going to be happy until all of them hit the mat… It is simply war by other means ; the wind turbine industry is just one of the many ways we are fighting a losing battle. Another battle we’re struggling to keep up with is rare earth elements, also known as REEs. With obscure names like neodymium, europium, or praseodymium , these all important metals are used in a wide range of applications: high-tech and defense products, car engines, and clean energy. In fact, these industries cannot function without them. The problem is the Chinese have a stranglehold on them — controlling 95 percent …

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Weekend: 2011 Stock Market Forecast

Weekend: 2011 Stock Market Forecast

Welcome to the Wealth Daily Weekend Edition — our insights from the week in investing and links to our most-read Wealth Daily and sister publication articles. It’s not often that Bloomberg’s headlines give me much pause, but this one sure did. Bullish to the max, it quoted an analyst named Brian Barish from Cambiar Investors who believes the S&P 500 will gain 17% from here. In fact Barish believes the S&P 500 will rise to 1,300 by June 30, and to 1,380 by the end of year based on the weighted average of estimates by Cambiar’s nine analysts. Advertisement The Video Footage that has Electric Companies Terrified They won’t announce it yet, but your utility company is shaking in its boots… That’s because one tiny engineering firm just demonstrated a technology that could put every last utility out of business — by harnessing your own solar energy at any time, from any window ! Before the first big ticket contract comes through — doubling the share price — click here to see exclusive footage. Propelled by energy and industrials, 2011 will be marked by a “multi-speed recovery” that will completely lay waste to the “new normal” thesis put forward by the likes of PIMCO and your humble analyst. Instead, Barish believes, “the bleeding has stopped” as low market multiples will give way to an environment where multiples expand.  In short, it’s the classic bullish argument, since the price-to-earnings ratio is now 15 — below the 16.4 average for the index going back to 1954. But as every market watcher knows, Barish’s thesis eventually comes to rest where all of them do. In the end, it will always be all about earnings.   That’s why we aren’t so eager to help ourselves to all of this bullish Kool-Aid talk of late — especially as Goldman Sachs boosts their outlook to 1450 (!!) for 2011. Now for those of you keeping score at home, Goldman’s latest forecast would put the S&P 500 right back within a whisper of its 2007 highs, going back to the days of the housing bubble peak. How they arrive at that figure, I’ll never know… After all, is there anything that leads you to believe we are going see to the type of real economic activity we witnessed before it all fell apart? A return to the 2007 peaks? I would even argue the two-year peaking cycle — circled in the chart below — was nothing more than an illusion brought on by cheap credit and the bubble atmosphere it created. Without them, in other words, that peak encompassed by the circle never would have happened. In many ways, it really was mirage. Simply put, the market overshot at the top the same way it overshot at the bottom. It was, in the purest sense, a function of our bubble-based economy — similar to the market action after the dot-com bust. Of course, that doesn’t mean another stock market bubble cannot form anew. The FED is actually working overtime…

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China Gold Demand Soars

China Gold Demand Soars

The Chinese saw the writing on the wall over a decade ago. They realized the ultimate fate of the U.S. dollar and the fiat currency system. So in 2003, the government of China began an aggressive campaign to secure resources of gold. They began by increasing the country’s gold reserves. Since that time, the People’s Bank of China has added 21.2 million ounces to the country’s gold holdings. China now has the fifth largest national gold reserve, with over 1,054 tonnes in reserves. While boosting reserves, the Chinese government also began to deregulate the gold mining industry and invite foreign investment for the development of domestic resources. The measures were a runaway success; China is now the world’s largest gold producer with output increasing 70% in the past decade. Chinese government even began encouraging its 1.3 billion citizens to own gold. And today, the country has become the second-largest consumer of gold in the world. The government’s efforts to stimulate and expand the domestic gold market has been highly successful. Chinese citizens have embraced gold as true wealth in all economic seasons. And now new concerns over the future of the U.S. dollar and domestic inflation has prompted the Chinese to recently begin acquiring gold on a epic scale. China’s gold imports to jump 457% this year The Shanghai Gold Exchange recently revealed China’s gold imports jumped almost fivefold in the first 10 months of this year. And even though China is the world’s #1 producer, the country is expected to import 9.2 million ounces of gold this year as inflation concerns lifts investment demand. Consumer prices in China rose 4.4% in October — the fastest pace in two years — and above the government’s full-year target of 3.0%. The People’s Bank…

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Geron’s (NASDAQ: GERN) Fountain of Youth in a Pill

Filed in BP, GOld juniors, Gold Market, lead, mongolia, o, target, ubs by on December 1, 2010 0 Comments

Every morning when my feet hit the floor, I’m hit with the cold, hard truth from the cleat of reality. After a good night’s sleep, my body squeaks invariably and groans a bit like the Tin Man without his oil can. Hunched over and achy, it takes me a while to get me going… Working out the kinks reminds me why old folks tend to be a bit on the grumpy side. After all, they don’t call them your “glory days” for nothing. When they are gone, they are gone for good. To make matters worse, I know that at just 47, I’m something of a youngster on the oldster scale. That means the daily contorted limp to the bathroom is one that I might as well get used to. “It’s all downhill from here, kid,” my Pops is quick to remind me. The bright side, he says, is that I’ll be getting my AARP card any day now. This amuses him to no end… Misery, I guess, loves company. It happens to each and everyone one us. The gray hairs start to show up in the strangest of places… In fact the one that grows on my ear turns out to be one of the funniest things my kids have ever seen. Growing at what seems to be an inch a day, it keeps them in stitches nearly every time they look at it. As for me? Not so much… Of mice and men: The search goes on So when I come across the words fountain of youth , I’m ready to take a long, hard drink. Not unlike the Spaniards 500 years before me, I’m willing to search every river, brook, lagoon, or pool in an attempt to reverse the irreversible. Admittedly, it is something of a fool’s errand… Sort of like trying to find the cool, laidback girl back in the day, the fountain is a cruel myth. But that hasn’t stopped scientists from digging for a biological cure that works as well as the fountain. Because let’s face it; if discovered, it would be one of the biggest blockbusters drugs of all time — second only to a cure for cancer. In fact earlier this week, scientists from the Dana Farber Cancer Institute in Boston actually managed to do it. They reversed the aging process, albeit only in mice… “These mice were equivalent to 80-year-old humans and were about to pass away,” said Ronald DePinho, co-author of the paper published online in the journal Nature . After the experiment, “they were the physiological equivalent of young adults.” Key to the results was an enzyme known as telomerase , which exists as part of our cellular biology. Telomerase …

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A Guru’s Guide to Beating the Markets

Filed in BP, Gold, GOld juniors, Gold Prices, lead, mongolia, o, shares, target, ubs by on November 27, 2010 0 Comments

Welcome to the Wealth Daily Weekend Edition — our insights from the week in investing and links to our most-read Wealth Daily and sister publication articles. Lethargy may be a fine approach to Thanksgiving, but it’s no way to run a portfolio… To make money these days, you need to be nimble, savvy, and have a certain level of market smarts. And the cold, hard truth is that if the big boys catch you napping, you will probably manage to lose a pretty big chunk of money. As they say, the market never sleeps… and neither should you. Advertisement Learn to Make a 4,400% Gain in Just Five Years… “You have made me more money over the last 5 years than all the rest put together. I follow your every word including stop loss % and sell recommendations. I am 55 years old semi-retired. I started with $10,000 five years ago and because of you that number is over $450,000 after profit taxes give or take $10,000 depending on the week. So please continue to take care of us the same way you always have.” – Paul T. Isn’t it time you learned how to make similar gains? Click here for more… and our latest “free” trade.   That’s why The Gartman Letter is always one of the first things I read in the morning. Written by founder and author Dennis Gartman, it is …

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