Jon Hykawy: Lithium Leading the Charge in Automotive and Electronics Batteries
Source: The Gold Report  (9/25/09)
A staple in batteries for hybrids and all-electric vehicles on the road and on the drawing boards, lithium is becoming a darling among hot commodities. The Gold Report caught up with Jon Hykawy in Buenos Aires, where he—as Byron Capital Markets' recently appointed lithium analyst—is checking out facilities in Argentina, the world's second-largest (behind Chile) lithium-producing country, to talk about his favorite subject. More >

What If Everyone in the World Wanted a 1-ounce Gold Coin?
Source: Jeff Clark, Senior Editor, Casey's Gold & Resource Report  (9/25/09)
"If we're right about where the price of gold is headed, the general public will someday clamor to buy all things gold. While gold stocks will be where the real leverage is, the rush will start with gold itself. As a gold editor, I have a very natural question: is there enough to go around?" More >

Gold, Palladium ETF Holdings Hit Record
Source: Reuters  (9/25/09)
"ETF Securities 3 bullion-backed gold funds held 8.37m oz of gold as of Tuesday." More >

Gold and Silver 'Bubble' Has Long Way to Go
Source: Seeking Alpha, Marc Courtenay  (9/25/09)
"I see nothing like a bubble yet." More >

Neither Bullish nor Bearish on Gold, Just Buggish
Source: The Daily Reckoning, Bill Bonner  (9/25/09)
"Is gold going up because people are afraid of the dollar going down?" More >

Gold Mine to Be Given Away by Idaho Business Association
Source: World Gold Council  (9/25/09)
"They say they've never found the mother lode in Murray." More >

The IMF and Central Banks Are Going to Support Gold
Source: GoldForecaster  (9/25/09)
As an almost revered subject, the question of whether central banks across the world will be buyers or sellers of gold is one usually left until after the event. Central Banks themselves are usually very unhappy to talk about their gold policy. When they do it is a once-in-several-years-event. As a result, we watch the behavior patterns of the last decade to see what lies ahead. More >

Economic Dark Matter, Part II
Source: Adrian Ash, BullionVault  (9/25/09)
"A mere $400bn went missing in the UK debt-savings boom of 2000–2008. Not to worry..." SEEMS WE'RE NOT the only ones trying to figure out this week where the last decade's record consumer borrowing went. More >

The "Other" Carry-Trade
Source: David Coffin & Eric Coffin, HRA Advisories  (9/25/09)
Until the middle of this decade, Yen carry trade was all the rage. Traders borrowed money at ultra low rates in Tokyo, and then moved it into higher yielding assets. The difference between the low cost of Yen and higher yields elsewhere, the "positive carry," was pocketed. Hedge funds ran this trade, using huge leverage levels. This trade was blamed by some for the run up in base metal prices during this period, on the assumption that hedgers were loading up on metal with this leveraged capital. More >

Will Gold Be the Turd in G-20's Punch Bowl?
Source: GoldSeek, Rick Ackerman  (9/24/09)
". . .gold is still too much a creature of official manipulation. . ." More >

Gold & Silver: The Shining Stars
Source: Mary Anne & Pamela Aden, Aden Forecast  (9/24/09)
Gold, silver and gold shares are jumping up. Gold hit a record high this month and all three are in ‘break out' mode. The time of truth is at hand and it won't take much more strength to confirm that a stronger phase of the eight year old bull market has begun. More >

Gold and Silver Prices Could Come Down in Short Term - VM Group
Source: Mineweb, Lawrence Williams  (9/24/09)
"Silver is singing to gold that old refrain 'anything you can do, I can do better'. . ." More >

China's CIC May Launch Domestic Rare Earth Company
Source: Reuters  (9/24/09)
". . .the state might take more forceful measures to ramp up stock building." More >

The Most Important Chart You'll See All Day
Source: Peter Degraaf  (9/23/09)
A chart is like a photograph. It locks in 'the activity' right up to the last moment. A chart is a reflection of the actions of multiple humans interacting in the marketplace. Because humans tend to act in 'herd-like' manner, reacting to the news they hear, read and see, a chart has a certain amount of predictive energy while it reflects the past. More >

Economic Dark Matter
Source: Adrian Ash, BullionVault  (9/23/09)
IT'S A COMMON-PLACE of political, investment and bar-room debate that the Anglo-Saxon economies enjoyed a debt-fuelled consumer boom over the last decade or so. . .The U.S. and UK piled more debt on household balance-sheets than any other nations in history, forgetting to add a balancing item beyond the apparent value of the roof over their heads. More >

Silver Remains a Contrarian's Dream
Source: Seeking Alpha, GoldCore  (9/23/09)
". . .silver remains a true contrarian's dream with little or no public involvement and negative or no media coverage." More >

Greg McCoach Sees $1,500 Gold This Fall
Source: The Gold Report  (9/22/09)
Post summer doldrums, we're now beginning to see a nice fall run up in the price of gold—one that marks the beginning of a parabolic move, according to Greg McCoach. The seasoned bullion dealer, investor and newsletter writer sees a number of factors culminating in ever-increasing prices going forward. In this exclusive interview with The Gold Report, Greg reveals current and forthcoming events that will continue driving the yellow metal's price northward. . .not the least of which involves the commercial real estate market and its "associated derivative sewage." More >

Gold Rises Above $1,010/oz. as Dollar's Slide Resumes
Source: MarketWatch, Moming Zhou  (9/22/09)
"Gold is sustaining the $1,000 mark on the back of robust investment demand and a renewed decline in the U.S. dollar." More >

Gold Rally Has Legs: Mining Industry Leaders Agree
Source: Marc Davis, BNW News  (9/22/09)
Record high gold prices are here to stay, according to several of the world's most prominent gold mining industry executives. This was their emphatic proclamation at the Denver Gold Group's prestigious annual conference at the Grand Hyatt Hotel in Denver. . . More >

Gold Price Could Hit $1,600 per Ounce
Source: Commodity Online  (9/21/09)
"The potential for U.S. dollar weakness is among the most compelling factors supporting the rally." More >

Gold Bullish; Good Upside Silver Potential—ScotiaMocatta
Source: Mineweb, Dorothy Kosich  (9/21/09)
". . .gold ETF holdings are starting to rise again, suggesting redemptions have run their course, which ScotiaMocatta calls "a potentially bullish development." More >

The Trouble with Geologists: A Primer for the Lay Investor
Source: Mickey Fulp, Mercenary Geologist  (9/21/09)
We dumb field geologists, and I proudly count myself in that category, are a rather odd lot. We're not your regular eight to five white collar guys and are way too educated to be real blue collar guys. Notice I say "guys" because we outnumber the fair sex in our business by about 9:1. More >

September 11 Silver Dollar Proposed
Source: Numismatic News, David Ganz  (9/21/09)
"The National Sept. 11 Memorial coin would allow up to 2 million silver dollars. . ." More >

China's Mineral Monopoly
Source: DefenseNews  (9/21/09)
"Fearing that it could be unable to acquire critical technologies, the U.S. Defense Department has started assessing the implications of China's stance. . ." More >

Signs of a Top or Evidence of Strength in Precious Metals Market?
Source: GoldSeek, Przemyslaw Radomski  (9/21/09)
"The only thing the PMs need to move substantially higher is a very favorable technical juncture." More >