QOTD: “Under promise and over deliver is smart. Over promise and over deliver is talent.” D’Arcy Stuart, Odgers Berndtson Kansas Farmers Prepare to Plant Winter Wheat in Driest Soil Since 1991. Bloomberg Carlyle Group to Buy DuPont Unit for $4.9 Billion. CNBC RBC, CIBC and TD hike dividends as profits surge. Financial Post.  18 brilliant… Continue Reading

QOTD: “You hang around for as long as I have and they start giving you awards… Twenty years earlier they wanted to put you in jail.” Peter Brown, Chairman of Canaccord, BCBusiness George Kalmar, Prominent Toronto Businessman and Holocaust Survivor, “Who Arrived With A Pregnant Wife and Just $7.50 In His Pocket” Passes Away Peacefully At The Age of… Continue Reading

Cameco Acquires BHP Australian Uranium Deposit For $430 Million. Globe and Mail Harper’s Chief of Staff Faces Conflict of Interest Questions Over Barrick Gold Links. Financial Post “Electricity is the Only Commodity in the World That Isn’t Really Stored…When Storage Becomes Cheap and Massive, ‘The Impact Will Be Huge.'” Bloomberg Some Suggest Putin’s Net Worth… Continue Reading

QOTD: “This is one small step for man, one giant leap for mankind.” Neil Armstrong Iconic Astronaut Neil Armstrong Passes Away. Fox News Hedge Funds Moving Back Into Commodities. Bloomberg Cameco buys while uranium valuations are low. Financial Post Hertz Buying Dollar Thrifty For $2.6 Billion In Cash. Bloomberg. New York Times’ About Group Moves… Continue Reading

Ticklin’ the ivories… One Giant Step for a Man: R.I.P. Neil Armstrong. AllThingsD Key voice urges China to gird for tough times. Vancouver Sun Why wood pulp is world’s new wonder material. New Scientist Conrad Black on Paul Ryan: How one man transformed a presidential campaign. National Post Graydon Carter: Bankstas in the Age of Money. Vanity Fair… Continue Reading

Greg Weldon’s Macro Market Update Audio. Weldon Financial Greg’s update focuses solely on Gold and Silver, with perspective on … … Gold’s med-term technical breakout … Gold’s longer-term technical position … the decline in the US Dollar Index … Gold ‘priced-in’ Eurocurrency … Gold ‘priced-in’ Yen … the new RECORD HIGH in Gold ‘priced-in’ Brazilian Real… Continue Reading

Meet the Israeli middleman said to have ‘stripped and flipped’ First Quantum’s DRC mine. Mining Good news. Some fees for the street. Sandstorm Gold increases bought deal to $130 million. Yahoo Gold Fields CEO: Reduction in Guidance, Two Operations Are Struggling(video). Bloomberg A Grandmother “Whose Birth Date Could Not Be Confirmed”, Discovered As Brazil’s Wealthiest Woman, Controlling a… Continue Reading

Enjoy the day… Flipping Banks & Thoroughbred Horses—Billionaire Gerald Ford(not ex-president) Tells His Multi-Decade Story. Bloomberg  Law of the Jhungle – Raise a glass for one of India’s best-known investors. Economist “Self-Storage Firms Making Stinking Profits—At A Time When Many Traditional REITS Are Not Working”. Economist Where Have the Mom & Pop Investor Gone? dlvr.it/21j9MR $$… Continue Reading

“Welcome the disagreement. Remember the slogan, ‘When two partners always agree, one of them is not necessary.'” Boom. Paulson Steps Up Gold Bet To 44% Of Firm’s Equity Assets. Bloomberg “It is clear that there is huge untapped potential to increase trade between China and Canada.” Obstacles hurting Canada-China energy investment: official study. Financial Post

(If you’re interested in this conspiracy theory, read this Tweet by Michael Schuss. Photo: Romary) Everything Wall St. Should Know About Ryan. Dealbook Infographic: Chinese Investments in Africa. Stratfor via TBP It’s okay, Dad. Carl Icahn Hands Son Brett $3 Billion To Prove His Mettle. Bloomberg Great read. Stimulate Your Customer’s Lizard Brain to Make a Sale. HBR… Continue Reading

Mining legend Don McKinnon dies at 83. Timmins Press Selected Achievements: -Self taught, high school drop out prospector turned multi-millionaire; -Discovered the Hemlo Gold Mine — one of the most profitable gold operations in Canadian history; -PDAC Person of the Year in 1982; -Order of Canada winner in 1995; The list goes on. RIP Mr. McKinnon. Leaderboard. PGA… Continue Reading

Tekoa interviews IAMGOLD CEO Stephen Letwin. CEO.CA Fed-speak, Ayn Rand, etc. Alan Greenspan on His Fed Legacy and the Economy. Businessweek Canaccord Financial CEO Paul Reynolds just bought roughly $56k in $CF shares following the $CF Q1 2013 conference call we discussed yesterday. Thanks INK Research for the alerts as always. ‘Why Nations Fail’: Can elites choke American prosperity?… Continue Reading

Sorry for the delay in publishing this morning, we were having some technical issues… “The long term bullish cycle in commodities will continue – we’re just seeing a pause right now.” Paul Reynolds, CEO, Canaccord Financial To start the day off we listened to the Canaccord Financial quarterly conference call hosted by CEO Paul Reynolds. In… Continue Reading

“I met Hu Jintao once, and he said five words to me, ‘We like your oil sands.” CNOOC-Nexen bid tests Harper’s China policy.  FP (Image: Reuters/John Major) Big Gold Miners Prepare for Shopping Spree. Bloomberg Strong piece. Resource nationalism retains the number one risk ranking. Report: Business risks facing mining and metals 2012 – 2013. Ernst & Young Rio… Continue Reading

Gold QE dlvr.it/1yq2YG — FT Alphaville (@FTAlphaville) August 7, 2012 Standard Chartered Falls Most In 24 Years On Iran Probe. Bloomberg “Many years are going to go by.” Rick Santelli: Markets ‘Stuck in the Sand’. CNBC Fed’s Rosengren Urges Easing Program. Bloomberg Unless you’re wealthy and on vacation… Gross to Investors: Stay Away From Europe. CNBC Barry Ritholtz is… Continue Reading