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XMFSinchiruna (27.22)

June 2010



Breaking News: Gold Connection in the Russian Spy Ring Case

June 28, 2010 – Comments (9) | RELATED TICKERS: JPM

This is no rumor.   [more]



Nuggets of Wisdom Clad in Disguise

June 28, 2010 – Comments (9) | RELATED TICKERS: FRG.DL2 , EXK , PZG

Sometimes the greatest nuggets of wisdom and expertise come in the most unlikely of packages.  [more]



Goldcorp Dances a Rumba

June 25, 2010 – Comments (6) | RELATED TICKERS: GG , AUY , NEM

This one is in honor of my lovely wife, who dances a mean Rumba. :)  [more]



China Strikes at the Heart of Gold

June 24, 2010 – Comments (10) | RELATED TICKERS: CDE , GDXJ , CEF

Coeur d'Alene Mines' landmark deal to export 1/2 of the life-of-mine gold production at Kensington to China's primary (and state-owned) gold producer marks a significant signal of China's growth in gold demand continuing to outpace its ability to source adequate supply doestically (DESPITE REMAINING THE WORLD'S LARGEST PRODUCER SINCE 2007!!!!!!!!!).   [more]



Patriot's Overdone Slaughter

June 24, 2010 – Comments (9) | RELATED TICKERS: PCXCQ.DL , KOL , BTU

The market served up one seriously compelling investment opportunity this week when it painfully overreacted to Patriot Coal's mine closure announcement.  [more]



Why Gold Will Continue to Climb

June 23, 2010 – Comments (10) | RELATED TICKERS: SLW , GG , NGD

Don't be fooled by gold's quick retreat from the latest all-time high above $1,260 ... that remains a significant breakout within an unbroken uptrend that is supported by a fresh round of fundamental drivers like China's currency move and Saudi Arabia's doubling of reserves.  [more]



A Timely Glimpse of American Productivity

June 22, 2010 – Comments (2) | RELATED TICKERS: CMC , JOY , NUE

This article explores the relevance of Commercial Metals' timely earnings release to the rapidly shifting consensus outlook away from recovery and into mounting economic headwinds. At times like this when prevailing signals are in sudden flux, the significance of these off-cycle earnings reports is heightened as important windows into economic reality.  [more]



The Story That's GATA be Told

June 21, 2010 – Comments (13) | RELATED TICKERS: GLD , JPM

This article is the result of my April interview with Bill Murphy, co-founder of GATA (Gold Anti-Trust Action Committee).   [more]



The Joyful Way to Play Commodities

June 07, 2010 – Comments (5) | RELATED TICKERS: JOY , BUCY.DL

It's that time of year, Fools ... time for another breakdown of the global landscape for commodity investment by the happiest name in heavy equipment.  [more]



The Changing Tide

June 07, 2010 – Comments (4)

You can sense it in the gold coverage from the talking heads.  [more]



Your First Reaction to Primero Mining

June 04, 2010 – Comments (19) | RELATED TICKERS: GG , SLW

I have an article forthcoming that details Goldcorp's landmark transaction to spin-off the San Dimas gold mine in Mexico into a new incarnation of Mala Noche Resources that will be renamed Primero Mining.  [more]



Is This the Death of Deepwater?

June 01, 2010 – Comments (1) | RELATED TICKERS: APC , BP , HAL

The deepwater segment unravels following BP's failed maneuvers.  [more]



How to get PHYSical with Gold

June 01, 2010 – Comments (9) | RELATED TICKERS: CEF , GLD

Special thanks to all Fools who contributed to the prior discussion of the tax implications for U.S. investors in closed-end bullion funds like PHYS, as those discussions ultimately prompted this article to bring these important considerations to a wider audience.  [more]



Crossing the Debt Saturation Threshold

June 01, 2010 – Comments (16)

We have plunged through the debt saturation threshold, where we can no longer purchase GDP growth with ever-increasing scales of deficit spending ... an activity that has been so central to this entire post-Bretton Woods experiment in unbacked fiat currency (and every preceding fiat experiment before it).   [more]

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