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Tag Archives: Mining

  • Podcast

    John Doody: The Falling Knife of Mining Stocks Has Hit the Floor

    Great gains can be bought on the cheap at these prices
    by Adam Taggart

    Saturday, March 23, 2013, 4:31 PM

    10

    Look across the universe of equities these days and it's hard to find a stock sector more thoroughly hated by investors than precious metals mining companies.

    They are supposed to act as leveraged investments on the price of the precious metals. However, on average, the sector has underperformed the price action in gold in silver over the past several years. In fact, many miners have been absolute widowmakers.

    On top of that, as the stock market has powered to new highs over recent months, many miners and mining indexes have sunk to multi-year lows.

    What gives?

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  • Podcast

    Jeff Clark: So How Many Ounces of Gold (or Silver) Should You Own?

    Doing the math
    by Adam Taggart

    Saturday, November 17, 2012, 7:00 PM

    28

     

    This week, Chris talks with Jeff Clark, Senior Precious Metals Analyst at Casey Research, where he serves as editor of their Big Gold newsletter.

    They tackle head-on many of the questions weary precious metals investors are wondering after enduing the volatile yet range-bound price action of gold and silver over the past year:

    • Have the fundamentals for owning gold & silver changed over the past year? No
    • What are they? currency devaluation/crisis, supply-chain risk, ore grade depletion
    • How should retail investors own gold? Mostly physical metal, some quality mining majors (avoid the indices), and ETFs only for trading
    • Is gold in a bubble? No
    • Could gold get re-monetized? Quite possibly
    • Where is gold flowing? From the West to the East. At some point, capital controls will be put in place

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  • Blog

    Gold Surging: Buy Mining Stocks? Not So Fast, Says Frank Barbera

    by Adam Taggart

    Monday, August 8, 2011, 6:04 PM

    0

    With the astonishing recent price rise in gold, many investors are asking themselves: Is now the time to move capital into mining stocks?

    Frank Barbera, respected precious metal mining stock expert and editor of the Gold Stock Technician newsletter, has a viewpoint that will likely surprise many. While extremely bullish in the longer term, Frank sees too many risks in the near term and advises smart money to wait.

    He cautions:

    I’ve been watching the mining stocks since 1983, so a fair amount of time that I spent watching the group. I have a wide variety of unique technical indicators on the sector, and as I started to see the stock market topping out over the last two to three weeks, I wrote my readers a note to say the mining stocks are also very overbought. Mid-July we saw one of the second most overbought readings on the XAU in five years. And that kind of reading is a big warning, and so I’m not surprised to see them going down. The last letter I put out, I told subscribers that I thought the mining stocks could get cut in half in here, and I’m going to stick with that. I think we’re looking at a 30 to 50 percent decline over the next six months.

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  • Blog

    Straight Talk with Frank Barbera: Time to Seek Defense Against ‘Hyper-Stagflation’

    by Adam Taggart

    Tuesday, June 21, 2011, 1:48 AM

    0

    “Straight Talk” features thinking from notable minds that the ChrisMartenson.com audience has indicated it wants to learn more about. Readers submit the questions they want addressed and our guests take their best crack at answering. The comments and opinions expressed by our guests are their own.

    This week’s Straight Talk contributor is Frank Barbera, one of the top experts on precious metal mining companies and editor of the respected Gold Stock Technician newsletter. In his analysis for investors, Frank overlays a macro outlook on top of highly-rigorous technical analysis, and employs a market-timing based approach to reduce the inherent volatility within this high-beta sector. For many years Frank has also managed private equity capital, most notably for the Caruso Fund, with particular focus on precious metals, energy and currencies.


    1. How do you view gold and silver prices at current levels?

    Gold and Silver both look to be in fairly good shape technically, with Gold still acting exceptionally robust.

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