Fortuna Silver: An Emerging Mid-Tier Silver Producer
Source: Midas Letter, James West  (8/31/09)
Fortuna Silver Mines Inc. (TSX.V:FVI) is producing silver profitably from its silver mine in Peru, and will soon begin construction of its second mine in Mexico, making it a mid-tier silver producer with cash flow of over US$ 100 million per year. More >

A Novel Use for Palladium Could Unlock Unlimited Power
Source: MetalMiner, Stuart Burns  (8/31/09)
". . .there is 'no doubt that anomalous excess heat is produced in these experiments.'" More >

As Hybrid Cars Gobble Rare Metals, Shortage Looms
Source: Reuters, Steve Gorman  (8/30/09)
"Worldwide demand for rare earths is expected to exceed supply by some 40,000 tons annually in several years. . ." More >

Long-Term Trends Key for Gold and Silver Investors
Source: Mineweb, Lawrence Williams  (8/30/09)
". . .undue importance is often imparted to intraday price movements. . ." More >

Roger Wiegand on Precious Metals: "We Haven't Seen Anything Yet"
Source: The Gold Report  (8/28/09)
The stock market's still on tap for a ferocious fall after Labor Day, claims TraderTracks editor Roger Wiegand—as he told The Gold Report a few months back. The veteran prognosticator doesn't see much to be encouraged about on the global economic front, either, with the engines of growth "melting like snow in July." However, he does see the makings of some "pretty exciting" action in precious metals. More >

Silver Bull Run May Take Price to $21
Source: Commodity Online  (8/28/09)
". . .once gold breaches the $1,000 level and remains there for several trading days. . .look for the next level in silver." More >

Two Near-Term Production Stories
Source: Richard (Rick) Mills, AheadOfTheHerd  (8/28/09)
Optimism has returned to the base metals markets and is supported by the idea that even as metals demand has collapsed in the west, voracious demand from China will keep metal prices high. As fear exits the markets, the capital that fled to the U.S. dollar is now looking for higher returns. Those higher returns are presently being found in commodities. More >

Galloping Consumption: Gold & China's Savings Glut, Part I
Source: Adrian Ash, BullionVault  (8/27/09)
NOW THE banking crisis is over - "Bernanke stays put, home prices up," as Fox News reports - the career academics who failed to spot and prevent it can get back to fretting about the most macro of tasks: How to rebalance the global economy?
More >

Gold Bugs Rejoice: Bernanke's Back, Stronger than Ever
Source: Seeking Alpha, Mike Conlon  (8/27/09)
"I think we'll see gold move disproportionally higher than oil and other commodities because gold is more of a tradable asset. . ." More >

Global Gold Hedge Book Drops Just 31 Tons in Q2 - SocGen
Source: Mineweb, Rhona O'Connell  (8/27/09)
"The option change may seem at first glance to be counterintuitive, but reflects the higher gold price at the end of the period. . ." More >

Rare Earths Role in Medical Imaging and Treatments (Part 2)
Source: MetalMiner, Lisa Reisman  (8/27/09)
". . .rare earth metals play a key role in many areas of medical research." More >

Ellis Martin and David Morgan Discuss Junior Silver Mining Companies
Source: SilverInvestor.com  (8/27/09)
". . .the best question you can ask management is, 'How much cash do you have in the treasury and what's your burn rate?' This again applies to the junior mining sector, though the principles certainly apply to any size business. How long can you stay in business if things don't pick up soon?" More >

Will Silver ETFs Be Hit by Commodity Regulations?
Source: Seeking Alpha, Tom Lydon  (8/27/09)
"The fear is that commodity ETFs lead to excessive buying that artificially inflates prices." More >

Are Bullion Banks Losing Their Grip on Gold and Silver?
Source: Peter Degraaf  (8/26/09)
"In July 2008 the commercial gold traders were 'net short' 247,000 contracts. When this net short position gets high enough to satisfy them, they look for an opportunity to 'cap a rally', and then by selling heavily into the rally, they force hedge funds and margined traders to 'cough up' their long positions, so they can cover enough short positions to start the game over again. . ." More >

What Do Chinese Farmers Have to do with the Price of Copper?
Source: Globe and Mail  (8/26/09)
"The new breed of base metals speculator is cause for concern. . ." More >

China Overtakes India in Gold Demand
Source: Gold World, Greg McCoach  (8/26/09)
"Expect to see a strong correlation between overall growth in the Chinese economy and gold prices. . ." More >

Gissen and Berol: The Resource Investment Story Is Not Over
Source: The Gold Report  (8/25/09)
Malcolm Gissen and Marshall Berol started a no-load mutual fund—the Encompass Fund—in June 2006. Like others, the fund suffered a steep decline in Q408, but has since witnessed a pretty dramatic recovery. In this exclusive interview with The Gold Report, Malcolm and Marshall share why they believe "we're still in the early innings" of the resource investment game and foresee a bright future for the all-star junior miners.
More >

Green Shoots or Greater Depression?
Source: David Galland, Bud Casey - Casey Report  (8/25/09)
While we aren't contrarian for the sake of being contrary, more often than not that is the position in which we find ourselves. Today, with the media falling all over itself to paint a rosy outlook for the economy while simultaneously voicing encouragement to the new administration in its remake of the nation in previously unimaginable ways, it's hard not to question our conviction that the worst is yet to come. More >

Gold Demand Declines in Q2, But Still High
Source: Seeking Alpha, Rolfe Winkler  (8/24/09)
"Total supply of gold was up 14% relative to year-earlier levels at 927 tons. . ." More >

China's Gold Demand Sparkles in Q2
Source: Shanghai Daily  (8/24/09)
"China's mainland proved to be the most resilient among global jewelry markets." More >

Salazar Urges Consensus on AZ Copper Mine Land Swap
Source: Mineweb, Dorothy Kosich  (8/24/09)
"The Obama administration has not indicated if it will support the Southeast Arizona Land Exchange and Conservation Act. . ." More >

The World's Most Precious Precious Metal
Source: MoneyWeek, Mark O'Byrne  (8/24/09)
"Neither Wall Street nor the investment public is particularly aware of rhodium. . ." More >

Top Gold ETF Holding Rises for First Time in 5 Weeks
Source: Mineweb, Lawrence Williams  (8/24/09)
". . .it would seem that the SPDR ETF holding has remained remarkably strong overall. . ." More >

Rare Earths Role in Fighting the Deadliest of Cancers
Source: MetalMiner, Lisa Reisman  (8/24/09)
"Rare earths play a big role in both the imaging and treatment side of things." More >

Expert 'Discovers Rare Kashmiri Gold Coin'
Source: World Gold Council  (8/24/09)
"The coin, or mohur, is believed to date from around 1625. . ." More >