Bull & Bear's The Resource Investor


Featured Articles Inside This Issue:

Technical Analysis Q3 Commodity Outlook
Precious and copper may extend gains while energy, grains and palm oil may suffer from further losses in the third quarter. Softs remain mixed, with sugar and coffee riding on steady uptrend and cocoa on downtrend. The dollar index could have completed a consolidation from March 2015 and resumed its long-term uptrend, says Wang Tao, Reuters market analyst for commodity and energy technicals. Tao gives his technical analysis for Q3 2016 for U.S. Oil, Brent Oil, Spot Gold, Spot Silver, LME Copper, NY Coffee, CRB Index and the Dollar Index.

Gold: Plan B
Eight years after our near meltdown in 2008, trust in our politicians, central banks and the intelligentsia have eroded, in part due to the failed promises and solutions which, beside pushing up asset prices has resulted in the an anemic economic recovery despite rounds and rounds of monetary stimulus and the lowest rates in 5,000 years. Consequently, voter frustration, disillusionment and anger has led to a rise in populism and radical political solutions, such as Brexit. As such investors are more concerned about the return of their money, rather than the return. Investors beware, better to come up with a Plan B. Gold is everyone's Plan B.

Rare Earth Metals Pay the Price of Previous Excess
Rare earths supply has still not recovered from the excesses of 2009-2011. The common assumption is that rare earths are irreplaceable in many of their uses. Not so apparently. Now Honda and Daldo have just delivered a tail-wind demand shock.

Did Oil Kill the Dinosaurs?
What killed the dinosaurs? It's a question as old as – well the dinosaurs themselves, and one that everyone from school children to scientists have been asking for decades. Now according to a new scientific study, it seems that black gold may have been the source of the dinos' demise.

Investment Newsletter Digest
The nation's leading commodity newsletters and analysts give their advice on Coffee, Spectra Energy, Eggs, Gold Miners, Commodity Complex, "Buy" advice for DBA, DBC and GLD.

Gold: Mr. Trump Goes to Washington

John Ing, President & CEO, Maison Placements Canada believes Trump’s election is a major turning point. Despite the market’s enthusiasm for his inflation fuelling economic stimulus package of tax cuts and infrastructure spending, his anti-trade stance, the realities of deal-making and subsequent fence mending could hurt the US dollar, bond market and buoyant stock market. Ing believes the US dollar, once considered a haven, is vulnerable. Gold is a good thing to have against debt remonetisation, currency devaluation and the expected pickup in inflation, says Ing. He expects gold will reach $2,200 per ounce, within 18 months.

Jay Taylor: Turning Hard Times Into Good Times
What is Trump’s True Agenda?
Jay Taylor, miningstocks.com, interviews William Engdahl and Michael Oliver. Presidential candidate Trump appeared to be on the side of America’s downtrodden white middle class, offering to bring jobs back from overseas. He lambasted China, calling them foreign exchange cheaters. On the other hand, candidate Trump appeared to offer a warming of relations with Russia to the point where the Clinton campaign suggested Trump’s actions were treasonous. Historian Engdahl will provide his unique perspective on what he believes is Trump’s true agenda, namely to destroy China, Iran and Russia as America’s ruling elite move toward establishing a one world government under their control. What might that mean to the global monetary system and to various markets including the market for gold, oil and commodities in general? We will seek William’s longer-term vision on those questions and also ask Michael for his latest vision on the gold market following the sharp post-election decline for the yellow metal.

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Copper Rally – Too Good to be True?
Copper prices have risen in a near vertical line to its highest level since June 2015. Despite optimism from some quarters, there still appears little solid fundamental justification for the recent surge. Hopes for a jump in infrastructure spending in the United States following the election of Donald Trump will need to be built on concrete foundations, not just rhetoric. To read this Special Report on Copper by Thomson Reuters, click here...

Oil Services Stocks: Ready for a Lift
Ever since the collapse of oil prices that started in July 2014, companies that provide drilling rigs, equipment and related services have struggled to survive. Here are companies that will benefit greatly when drilling activity picks up again.

Barrick Earnings Climb But Miner Keeps Lid on Costs
Barrick Gold Corp, the world's largest producer of bullion, recently reported a bigger quarterly profit, reflecting higher gold prices and lower costs, while cutting its 2016 production costs and lifting its output.

New Gold’s Rainy River Nears Completion
On Track for Low-Cost Production in a Few Months
Mid-tier miner New Gold is blessed with AISC across its four producing mines that average below $800 an ounce, well below the 2015 industry average of $1,225. Recently the company issued an update on its Rainy River project in northwestern Ontario, which when completed and fully producing should have comparably modest AISC.

U.S. Winter Forecast: Frequent Snow to Blast Northeast;
Freeze May Damage Citrus Crop in Central Florida

AccuWeather reports it will feel like an extended winter for those living from the northern Plains to the eastern U.S., as cold and snowy conditions stretch into spring 2017. Meanwhile, drier and milder weather will focus on the majority of the southern half of the nation. The Southeast may mark the exception as a chilly January threatens to damage the region's citrus crop. 

Further Upside Likely for Precious Metals Prices in 2017
Key findings of the annual report Precious Metals Investment Focus 2016/17 published by Metals Focus an independent precious metals research house. A key finding: "of the four precious metals, palladium still enjoys the best supply/demand fundamentals, which eventually should exert some upward pressure on the price."

Zinc: Is the Rally Fading?
Zinc has been investors' favourite base metal this year – with gains of 43 percent to date – following the closure and suspension of several key mines. However, zinc prices may be due for a pull back, on falling demand for steel in China and investor pressure on Glencore, the world's largest zinc processor, to raise output. To read this Special Report on Zinc by Thomson Reuters, click here

Resource Investor Featured Company:
Fairmont Resources Acquiring Major Dimension Stone Producer in Spain; Consolidates Historic Quartzite Resource at Baie-Comeau in Quebec
Fairmont Resources Inc. is a rapidly growing industrial mineral and dimensional stone company in the midst of acquiring a major dimension stone producer in Spain. The assets of Granitos de Badajoz (Grabasa) in Spain includes 23 quarries, premium quality dimension stone mine licenses, and a 42,000 square meter granite finishing facility for cutting and polishing. The company has annual production capacity of over 250,000 square meters and has produced finished granite installed in buildings across Europe. These mine licenses and processing facility will make Fairmont one of the largest granite producers in Europe...READ MORE

Resource Investor Featured Company:
Puma Exploration IDs Large Geophysical Anomalies at Turgeon VMS Project in New Brunswick
Puma Exploration (PUM-TSXV) recently announced the results of a recent ground geophysical survey carried out on the Turgeon Cu-Zn VMS project in northern New Brunswick. The 2015 ground geophysical OreVision IP survey, carried out by Abitibi Geophysics of Val d'Or, was oriented in a northwest-southeast direction perpendicular to the favourable fertile mafic volcanic horizon hosting the known mineralized deposits at Turgeon ..READ MORE

Resource Investor Featured Company:

Torex Gold Building First Gold Mine,
Defining Its Second... and Looking for More

Torex is a growth-oriented, Canadian-based resource company engaged in the exploration and development of its 100% owned Morelos Gold Property, an area of 29,000 hectares in the highly prospective Guerrero Gold Belt located 180 kilometers southwest of Mexico City...READ MORE

What to Ask Before Investing in Natural Resource Stocks
Rick Rule, Chairman of Sprott Global Resource Investments Ltd., says that the 'management interview' is critical before investing in any junior resource company. Here are the questions to ask before investing.

Brent Cook Reveals His Rules and Guidelines for Evaluating Junior Exploration Projects and Companies
Independent exploration analyst, Brent Cook and a number of his accomplished friends have compiled a list of "must read" rules and guidelines for evaluating junior exploration projects and companies.

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