Twelve Tonnes of Jelly (Or, the Trouble with Gold, Part II)
Source: Adrian Ash, Bullion Vault��(12/9/08)
So we're living through the end of something. Something important and ugly. Everyone seems agreed on that.But what is it...this big, slippery something, harder to nail down than twelve tonnes of jelly? More >

Obama Policy Good for Gold
Source: James West, Midas Letter��(12/9/08)
". . .the continuation of the policy debasing the currency through endless printing diminishes the amount of gold that currency can purchase, and so the dollar value of gold expressed in that currency increases. At least, that’s what happens if there is no tampering with the price of gold." More >

Sliding Mining Costs to Help Soften Impact of Crash in Metals Prices
Source: Mineweb��(12/9/08)
“Falling costs throwing mining companies welcome lifeline—but maybe too late for some” – Mineweb 12/09/08 More >

The Backwardization of Gold and the Upwardization of Gold and Silver Prices
Source: The Market Oracle��(12/8/08)
While the war between paper money and gold and silver is still being waged, according to Professor Anatal E. Fekete the outcome is no longer in doubt as the present system is now beyond redemption. This has profound implications for the future price of gold and silver and for gold mining shares. More >

Platinum ETF: Have the Swiss Stolen a March on the Rest?
Source: Mineweb��(12/5/08)
The head of asset allocation to Zurich Cantonal Bank highlighted early in December the fact that there has been considerable interest in the bank's platinum-backed Exchange Traded Fund and suggested that investors were looking at "real assets" as a hedge against credit problems and the malaise in the economic environment. More >

Ten Questions with David Morgan
Source: David Morgan, Silver Investor��(12/5/08)
From IB Times: We asked David Morgan to share his knowledge, as the precious metals markets have become as turbulent as Wall Street’s. More >

Gold - Will Central Banks Sell Out Or Are They Sold Out?
Source: GoldForecaster��(12/5/08)
. . .the last 18 months of systemic failures in the credit markets has cast doubts upon the monetary system to weather the storms it faces. Gold, on the other hand, has a very long history of weathering such storms. More >

Confusion Reigns Supreme
Source: Roger Wiegand, WeBeatTheStreet.��(12/5/08)
With year-end portfolio balancing and fund managers striving for bonuses, this transition time among major markets is blanketed with crisis, making trading and investing difficult to say the least. We think we now have enough technical and fundamental data to forecast most of our markets deep into 2009. The next few months are fraught with danger and blessed with superb opportunities. More >

Gold Buyers Smash Records
Source: Doug Hornig, Casey Research��(12/4/08)
The spot price of gold has fallen more than 20% from its all-time high, reached in March of 2008. But if you think that means demand has declined, think again. More >

Top Canadian Resource Strategist Warns Miners of Nasty Quarter Ahead
Source: Mineweb��(12/4/08)
The good news for miners and explorationists during the global economic crisis is that investor cash reserves are as high as they have ever been and will be looking to get reinvested, Frederick Sturm, executive vice president and chief investment strategist for MacKenzie investments, explained. More >

Dow Will Equal Gold in 2009
Source: Seeking Alpha, Peter Cooper��(12/4/08)
If you have to pick one investment class that will shine in 2009, then choose gold, and probably silver. My prediction is that this will be the year when the Dow Jones to gold ratio goes to one. More >

Platinum, Palladium Sag on Concern Demand May Slow in Europe
Source: Bloomberg��(12/4/08)
The problem with this news is that it is very negative, signaling that the European economy is much worse than most believed,” Miguel Perez-Santalla, a sales vice president at Heraeus Precious Metals Management in New York, said in a report. “It looks like we are in for another doldrums type of day." More >

Leads Metal Report
Source: Ira Epstein��(12/4/08)
Take your pick what 2009 will bring. My expectation, no matter the outcome in 2009, is that Gold will prove to be one of 2009’s better “safe haven investments”. More >

Sean Rakhimov: Stock Market Will Recover; Economic Crisis Far from Over
Source: The Gold Report��(12/2/08)
As SilverStrategies.com editor Sean Rakhimov tells us in this exclusive interview with The Gold Report, the economic crisis may go on for a generation but the market is a separate animal that will stir back to life sooner. He expects physical gold and silver to lead the parade, with base metals lagging 12-18 months behind, followed by share price recovery for the majors and on down the line. More >

Lost Principles
Source: Olivier Garret, CEO Casey Research��(12/2/08)
As the economic crisis continues to unfold, recently a sense of uncertainty has begun to pervade the market. Even dyed-in-the-wool risk takers admit that they don’t know what to think anymore. Inflation, deflation, recession or depression – there are so many vagaries that it appears to be anyone’s guess what will happen next. More >

Strategies for Mining Sector Survival
Source: Mineweb��(12/2/08)
... The key to survival will be access to cash, supportive shareholders, high quality projects and responsive management... More >

Don't Give Up on Gold Just Yet
Source: Seeking Alpha, Keith Fitz-Gerald��(12/2/08)
...the SPDR Gold Trust (GLD), the largest exchange-traded fund (ETF) that invests in the yellow metal, noted that it now holds 755.06 tons of gold in trust, up 6.12 tons from the prior week. This is significant because authorized market participants like GLD have to add metal and increase their trading float when buying pressure is higher than selling pressure. This suggests that gold may be reaching the end of its downside run... More >

Things Looking Up – A Little
Source: David Chapman, Technical Scoop��(12/2/08)
We are only a week or so from the lows of November 20 but seven weeks from the momentum low made on October 10…The past few weeks has seen a slight momentum shift back to Gold although it clearly has been choppy. A higher low on the ratio was seen on November 20, 2008 once again coinciding with the stock market low. Since then the momentum has shifted slight back to Gold’s favour. We would now not be surprised to see that momentum shift to Gold’s favour and we would definitely own Gold over bonds right now. More >

Marc Faber Says Time to Buy Gold Exploration Stocks
Source: Seeking Alpha, Peter Cooper��(12/1/08)
Dr. Faber is the first major commentator to make this call - and it comes against the worst performance in this sector in 40 years. Of course, for a contrarian there could not be a better buy indicator. More >

JP Morgan Urges Investors to Buy Gold for the Holidays
Source: Mineweb��(12/1/08)
J.P. Morgan metals analysts John Bridges in the U.S. and Steve Shepard in South Africa said that while they realize the difficulties gold miners face, "we feel they have probably underperformed enough for now, and we'd be buying the gold space for the run into the holidays." More >

Dirty Rotten Scoundrels
Source: James West, Midas Letter��(12/1/08)
The pattern of capitalizing from both boom and bust would appear to be the modus operandi of a refined business model originated by the House of Morgan, and facilitated by governments around the world and throughout history. . . there is little doubt that the financial institution that has profited from wars and financial panics consistently since the 1800’s has now mastered a globalized form of profiteering from financial mayhem. More >

The Trouble with Gold, Part I
Source: Adrian Ash, Bullion Vault��(12/1/08)
Central Banking used to be easy, back when there was so little to do. You raised interest rates to attract an inflow of gold, supporting your currency on the foreign exchanges and restraining new credit at home. Or you cut interest rates to deter savers, and give the economy a shot of cheap money…Simple, right? More >

Australian Analyst Positive on Gold
Source: Mineweb��(12/1/08)
A December quarter survey by Sydney-based Resource Capital Research (RCR) painted a positive picture for gold production in the current global economic crisis with gold becoming increasingly attractive relative to low yield cash and bonds. More >

Citigroup Report Further Fuels Debate about the Future of Gold
Source: Seeking Alpha, Tim Iacono��(11/30/08)
..."As a consequence we remain of the view that Gold will continue to perform well and will do particularly well as the consensus grows as to how we will come out of this mess (or not). Compared to just about every other asset class in the last 5 to 7 years holders of Gold likely look mellow…it is the holders of other assets that are looking a bit "yellow." More >

Few Commodities Offer the Security and Allure of Gold
Source: The Independent - UK��(11/29/08)
"Investors have been in pure panic, they think the world is ending," Nicholas Brooks, head of strategy at ETF Securities, told Reuters this week. "When people get into that sort of mentality, one of the first places they go to is gold." More >