I appeared on CNBCrsquo;s ldquo;Street Signsrdquo; with Erin Burnett this afternoon to discuss the research we did on the September performance for gold. Burnett asked what particularly drives performance of certain gold stocks over others. ldquo;What research has shown is that the leverage is in unhedged gold stocks. Thatrsquo;s where you get a bigger move. And historically a 1 percent move in the price of bullion translates into a 3 percent move for unhedged gold stocks. So thatrsquo;s what we focus on and we like those companies that protect the shareholdersrsquo; value on a per share basis. And what wersquo;ve seen is those companies that have the highest production-per-share growth and reserve-per-share growth end up having the best performance.rdquo; The following securities mentioned in the interview were held by one or more of U.S. Global Investors family of funds as of 6/30/09: nbsp;Jaguar Mining, Randgold Resources, Royal Gold, Teck Resources ...

I appeared on CNBCrsquo;s ldquo;Street Signsrdquo; with Erin Burnett this afternoon to discuss the research we did on the September performance for gold. Burnett asked what particularly drives performance of certain gold stocks over others. ldquo;What research has shown is that the leverage is in unhedged gold stocks. Thatrsquo;s where you get a bigger move. And historically a 1 percent move in the price of bullion translates into a 3 percent move for unhedged gold stocks. So thatrsquo;s what we focus on and we like those companies that protect the shareholdersrsquo; value on a per share basis. And what wersquo;ve seen is those companies that have the highest production-per-share growth and reserve-per-share growth end up having the best performance.rdquo; The following securities mentioned in the interview were held by one or more of U.S. Global Investors family of funds as of 6/30/09: nbsp;Jaguar Mining, Randgold Resources, Royal Gold, Teck Resources ...

I stopped by CNBC’s ‘Squawk on the Street’ yesterday to talk commodities and emerging markets with hosts Erin Burnett and Mark Haines. Erin asked me where I stood on the inflation vs. deflation debate and I reiterated my longstanding position….

I stopped by CNBCrsquo;s ldquo;Squawk on the Streetrdquo; yesterday to talk commodities and emerging markets with hosts Erin Burnett and Mark Haines. Erin asked me where I stood on the inflation vs. deflation debate and I reiterated my longstanding position. For eight years my thesis for gold has been gold will rise on deflation. Whenever you have extreme deflation or big inflation, gold rises. If therersquo;s none like in rsquo;97, rsquo;98 and rsquo;99 then gold is basically dormant as a monetary asset. We have deflation. Why do I say that? Because we have negative interest rates. Since 2001, 80 percent of the time we have had negative interest rates, thatrsquo;s a deflationary cycle. Now we have deficit spending, so any country that has negative interest rates coupled with deficit spending, gold goes up in that currency. 09-572

There’s a debate brewing on Wall Street right now – it’s a fight over which way the market’s headed after it makes its way out of its current rut.

Tuesday morning on CNBC’s Squawk on the Street, anchors Mark Haines and Erin Burnett featured commentary from Phil Roth, Chief Technical Analyst at Miller Tabak. Roth explained that investors shouldn’t be fooled by the recent rally we’ve seen since the market hit its March 9 low of 666.79 – until stocks test their current levels, we could be seeing a bear market rally that could easily give back some of those gains.

CNBC’s Mark Haines was outraged. “The market’s moved more than 20% higher off the lows… 20% or more is a bull market. The benefit of the doubt has to go to the bull market,” exclaimed a frustrated Haines after Roth discounted the anchor’s opinion.

Who’s right?

Forget about what’s happening on TV –

...

Despite rising Treasury Note yields, US stock markets yesterday closed at their highest level for 2009. Also, commodities were driven higher by reports indicating that the recession is abating, but the US dollar retreated on concerns of the huge issuance of government bonds.

Elsewhere, Chrysler completed its deal with Fiat, the US Treasury Department announced that ten banks would repay TARP funds, and the Obama administration is dropping its plan to cap salaries at firms receiving bailout funds and has backed away from a large-scale reduction in the number of agencies overseeing financial markets.

Coverage of these events on camera this week included discussions with John Hussman, Chris Whalen, Peter Peterson, Paul Krugman, Mohamed El-Erian, Laszlo Birinyi, Jim Rogers, Jim Grant and Francisco Blanch.

The selection kicks off with the highly regarded John Hussman sharing his wisdom and concludes with an interesting snippet on Africa as an investment destination.

...

In an economic downturn, it’s time to take a long-term perspective, said Michael Cuggino, Permanent Portfolio Funds president.“The economic slowdown we have right now, the economic crises, are all symptoms of a larger disease and that’s confidence,” Cuggino told CNBC’s Erin Burnett. “When confidence comes back, all the aches and pains associated with that issue in the marketplace and transacting business will go away rather quickly.

Cuggino points to China and copper as two solid, long-term investments.

“That part of the world is growing and copper is hard to produce,” he said. “Nations are going to need it for a long time going forward.”

Cuggino is bullish on Freeport McMoRan Copper & Gold cnbc_comboQuoteMove(’popup_fcx_ID0ETD15839609′); management, for instance.

“They know how to manage downturns as well as upturns,” he said. “So we think they’re going to do the right things going forward, to steer the business through the

...

It looks like Ruppert got his prize, Dow Jones (DJ) and The Wall St. Journal. It has long been rumored that his FOX network will launch a 24 hour business station along the lines of CNBC.