Investment coverage of gold and other precious metals.

Executive Briefing

Summary of Today's Top Sector Commentaries

Gold Has Foundation to Build Next Move Higher "Wholesale market gold prices were headed for their biggest one-week rise since the start of December in London Friday, climbing back through $1,720/oz, a weekly gain of over 3%." - Ben Traynor, BullionVault (1/27/12) More >

Broken Dollar "The risk is great that the stock market could enter a runaway type rally if the dollar has begun the move down into an intermediate-degree bottom." - Toby Connor, Gold Scents (1/26/12) More >

Silver Price Forecast 2012: I Stand by $140/oz Silver "Market conditions often cause silver to fall behind gold for quite some time, whereafter silver normally catches up in a big way." - Hubert Moolman (1/26/12) More >

The Fed Weighs In! "Right now no one owns gold outside of institutions and the so-called 'smart money' that filled out their positions years ago. That means the potential for much higher prices is tremendous." - Guiseppi Borelli, The Unpunctured Cycle (1/25/12) More >

Should Apple Buy Gold? "What should Apple do with its massive cash hoard? A relatively small gold position in Apple's portfolio could help the company further offset currency and monetary policy risks to its $97.6B stockpile." - Eric McWhinnie, Wall St. Cheat Sheet (1/25/12) More >

Will Iran Kill the Petrodollar? "A major portion of the dollar's valuation stems from its lock on the oil industry—if that monopoly fades, so too will the value of the dollar. There is one outcome that we foresee with certainty: Gold will rise. Uncertainty around paper money always bodes well for gold." - Marin Katusa, Casey Research (1/25/12) More >

The Surprise Rally in Gold and Silver "Gold appears to be making a reversal at oversold and long-term support levels, breaking a five-month downtrend." - Jeb Handwerger, Gold Stock Trades (1/26/12) More >

Gold Set for Biggest Rise in Three Months After Fed "The Federal Reserve signaled its ultra-loose monetary policy would continue, keeping the dollar under pressure and the opportunity cost of holding bullion low." - Reuters, Jan Harvey (1/27/12) More >

TV's 'Bering Sea Gold' Glimmers "Glaciers have slowly deposited fine bits of gold all over the coastline floor. In frigid waters, a skilled crew can Hoover up several ounces of gold per day among the muck and rocks. In one early episode of 'Bering Sea Gold,' a crew brings in more than 40 ounces in one day, assaying at more than $150,000 at the current price." - The Washington Post, Hank Stuever (1/26/12) More >

Streetwise Exclusive

Have Gold Stocks Hit Bottom?

Is It Time to Get into Gold Junior Mining Plays?: Philip Ker

Philip Ker, a mining analyst for Canada-based Union Securities Ltd., says while current market conditions are affecting the junior mining space, they are also helping investors to identify low-risk opportunities and projects that may provide future value growth. In this exclusive interview for The Gold Report, Ker discusses how the industry will need to continue to see positive news, especially from senior and midtier producers, which should trickle down to the juniors. - Brian Sylvester of The Gold Report (1/27/12) More >

Newsletter Briefs

"The economics are robust for Tepal and I am astonished at GIX's low valuation." (1/27/12) Geologix Explorations Inc. - The Gold Report Interview with Philip Ker More >

"KSK's Whistler is a huge land package with an abundance of targets." (1/27/12) Kiska Metals Corp. - The Gold Report Interview with Philip Ker More >

"NGC's jumbo-flake graphite will be sold on the market for a substantial premium." (1/27/12) Northern Graphite Corporation - The Gold Report Interview with Philip Ker More >

"I'm quite optimistic for TMM this year." (1/27/12) Timmins Gold Corp. - The Gold Report Interview with Philip Ker More >

"Drilling near GUY's Sulphur Rose deposit returned grades up to 25 g/t Au." (1/25/12) Guyana Goldfields Inc. - Morning Coffee More >

"RRI is currently undervalued and getting very little credit for the 14 projects in its portfolio." (1/20/12) Riverside Resources Inc. - Thomas Schuster, Rocks to Riches More >

Expert Analysis

"LN's first drilling results from Itali are extremely promising." (1/26/12) Loncor Resources Inc. - Brock Salier, GMP Securities More >

"FVI's Q411 production results were ahead of our expectations on all fronts." (1/26/12) Fortuna Silver Mines Inc. - Brian Quast, CIBC World Markets More >

"GCU's Springpole gold project contains a substantial gold resource." (1/26/12) Gold Canyon Resources Inc. - Killian Charles, Industrial Alliance Securities More >

"Pan American opens up the potential for competing offers for MFL." (1/26/12) Minefinders Corp. - Trevor Turnbull, Scotia Capital More >

"PG's joint venture with NMC is a strong endorsement of PG's technical team." (1/26/12) Premier Gold Mines Ltd. - Rob Chang, Versant Partners More >

"We expect BAA's Namoya resource to grow, extending mine life and adding significant value." (1/25/12) Banro Corporation - Brock Salier, GMP Securities More >