One clever mining company owns the lot… and it’s positioned next door to its biggest customer. Broker Cannacord Adams says this firm’s shares should be DOUBLE what they trade for today. But that’s not the half of it! China is DESPERATE for concrete and steel.

Good morning Australia. It’s another triple digit mid-day decline on the Dow. Is this the Obama Rally?

After reaching a record level, gold has lost some of its momentum lately. That can be seen in a number of different ways. Gold and Options Trader’s Ed Bugos sees this as only good news. Gold should have another surging summer, and now is the best time for investors to get in by playing the “dips”.

In yesterday’s column, we heard the market’s wildly bullish opinion of the oil services sector. The all-time highs in those who drill, pump, and transport tell us that billions of dollars are flowing into oil service order books.

Forgive junior miners for despairing. Even encouraging news on future production seems to have no real impact on share prices.

The weather has certainly improved! And long may it last. Erin was beginning to wonder if I suffered from seasonal affective disorder. SAD was certainly how I felt until the sun finally came out last week.

South Africa ’s power cuts are serious. There is no doubt about that. A contact, who recently returned from a business trip to Johannesburg, says outages were happening for between two and four hours a day.