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<title><![CDATA[David Urban]]></title>
<link>/profile/david-urban/durban849/rss20/</link>
<description><![CDATA[A writer, trader, and analyst of the global financial markets whose blog is located at http://atruecontrarian.blogspot.com.
Currently, what am I a contrarian about? Quite simple, that everything is ok. Tail and systemic risk is rising and I believe we are repeating the mistakes from 2007-08. ]]></description>
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<title><![CDATA[Barrick Gold Waiting On Execution]]></title>
<link>http://seekingalpha.com/article/887471-barrick-gold-waiting-on-execution</link>
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<pubDate>Mon, 15 Oct 2012 11:00:47 EDT</pubDate>
<description><![CDATA[Barrick Gold's (ABX) decision to replace Aaron Regent with Jamie Sokalsky as CEO earlier this year shook up the mining industry and refocused everyone's attention on returns in the wake of a gold (GLD, DGP) price that was down almost 20% from its highs.]]></description>
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<title><![CDATA[Silver Wheaton Stays On Top]]></title>
<link>http://seekingalpha.com/article/893081-silver-wheaton-stays-on-top</link>
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<pubDate>Mon, 15 Oct 2012 11:00:19 EDT</pubDate>
<description><![CDATA[Silver Wheaton (SLW) has spent the past year on the hunt for the next silver (SLV, AGQ) stream as silver prices remained in the doldrums.]]></description>
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<title><![CDATA[Newmont Mining: Fairly Valued]]></title>
<link>http://seekingalpha.com/article/873321-newmont-mining-fairly-valued</link>
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<pubDate>Fri, 05 Oct 2012 11:01:21 EDT</pubDate>
<description><![CDATA[Newmont Mining (NEM) showcases the difficulties large scale miners have with respect to growing and maintaining production. As mentioned in my Barrick Gold (ABX) article, large mining companies need large scale deposits in order to maintain production profiles; this means large scale exploration efforts to find large deposits and large capital outlays to bring them into production.]]></description>
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