RBC Analyst: Aggressive Fiscal Policies Will Push Gold Higher
Source: Seeking Alpha��(10/9/08)
Nine of the last 13 interest rate-cutting cycles by the U.S. Federal Reserve occurred during recessions, and in two-thirds of them both gold and gold equities clearly outperformed, according to RBC Capital Markets. More >

Gold: The Only Physical Asset That Isn't Deflating
Source: Seeking Alpha, Eric Roseman��(10/9/08)
...gold should be at least 10% of your personal net worth at this point - if you can get it. There's a major shortage of physical gold right now in the United States and Europe. More >

Gold and Bullion Stocks Shine During One of the Most Volatile Days
Source: Mineweb��(10/8/08)
Listed gold stocks attracted strong cash inflows from investors on Wednesday, as global markets churned through one of the most volatile days in market history, following the announcement of coordinated policy interest rate cuts by a number of leading central banks... More >

Gold Is Telling Us Main Currencies Are Weaker - Not Just Dollar Stronger
Source: Mineweb��(10/8/08)
Jeffrey Nichols of American Precious Metals Advisors : "The idea that the U.S. dollar is suddenly stronger in recent weeks is a foolish notion. Rather, gold is telling us that currencies, across the board, are weaker -- only the dollar a little less so than the euro, the UK pound, and other key currencies around the world. More >

Sell Bullion, Buy Gold Stocks
Source: Mineweb��(10/8/08)
...specialist traders believe that gold bullion should be sold as the global credit markets thaw proceeds, and that gold equities should be bought. It is fairly widely anticipated, however, that gold bullion will head up to new highs in 2009, surpassing its record dollar levels seen in March this year. More >

The Cost of Borrowing Gold Surges
Source: Seeking Alpha��(10/8/08)
The cost of borrowing gold has surged to its highest level since May 2001 as central banks appear unwilling to lend bullion. The one-month lease rate for gold has soared to 2.67%, jumping more than 225% since Sept. 29 and signaling that the credit crunch has spread to precious metals markets. More >

Is Gold Still in a Bull Market?
Source: John Hathaway, Toqueville Asset Management��(10/8/08)
...The dynamics of the ongoing financial crisis can be summed up in the escalating tension between inflation and deflation...The options for government policy are stark: either let the burden of debts further crush economic activity, or crank up the printing presses to devalue paper currencies so as to relieve debt burdens. The question for anyone on the sidelines contemplating gold is whether it is possible or necessary to time perfectly a strategic commitment to the one asset class that will survive and most likely benefit under either outcome.

More >

Gold Advances in London on Rising Demand for Haven Investment
Source: Bloomberg��(10/7/08)
Gold "should look to make further gains in the coming days as flight-to-safety demand increases,'' James Moore, an analyst at TheBullionDesk.com, wrote today in a report. Strong physical demand will also support the metal, he wrote. More >

Too Soon to Move from Equities to Gold
Source: Seeking Alpha, Adam Katz��(10/7/08)
...I would still say own a small percentage of gold, it's just not the right time to cash in your equities and move it in to gold. That trade is already priced into the market. More >

Citigroup Says Gold Will Benefit from Monetization and Muddle-Through and Doom & Gloom Scenarios
Source: Mineweb��(10/7/08)
Should the U.S. lapse into deep recession with spillover to BRIC countries, Citigroup suggests that "gold and precious metals would prove to be one of the few safe heavens for capital preservation particularly given likely low to negative real interest rate in this scenario. In this case we would expect gold to double or triple from current level." More >

Have Gold and Silver Prices Reached a Tipping Point?
Source: Seeking Alpha, Pete Cooper��(10/7/08)
Gold first: last week investors queued in the streets of London to buy gold. We have a similar rush in the souks of Dubai. Gold coins are selling at the highest premiums to spot gold price in 30 years, and stocks are running out... More >

US Mint Halts Some American Eagle Coin Production
Source: Reuters��(10/7/08)
Unprecedented demand for precious metals and volatile markets forced the U.S. Mint to
cease production for the half-ounce and quarter-ounce popular American Eagle gold coins for the rest of this year and to supply other bullion coins on an allocation basis. More >

Roger Wiegand: Predicting a “Severe Bull Market” for Gold
Source: The Gold Report��(10/7/08)
Seeing beyond the blind curves of bailouts and meltdowns takes the keen vision of a veteran market observer, Roger Wiegand, Editor of Trader Tracks. In this exclusive interview with The Gold Report, Wiegand predicts a “severe bull market” for gold that will include both juniors and seniors. He advises selective buying and names several of his favorites. More >

The Chickens Come Home to Roost
Source: Michael J. Kosares, USAGold��(10/7/08)
The Great American Bailout of 2008 is simply more of the same -- more debt, more easy money, more moral hazard, more taxpayer responsibility, and more government intervention More >

Democracy My Ass
Source: James West, Midas Letter��(10/7/08)
During the most recent turn in the financial debacle, and in a masterful display of “perception management”, the bill to inject a further $700 Billion dollar remedy into the $500 TRILLION dollar (derivatives-driven) problem was amped up to $812 Billion and passed during a late Friday vote. . . it would appear that “democracy” has been redefined to embody government of the masses by the select few richest groups that wield absolute influence over the government, More >

Gold Investment: Top Metals, Top Stocks
Source: Mineweb��(10/7/08)
Among the world's best performing "stocks" of any kind are, of course, gold exchange traded funds, led by the SPDR Gold Trust ETF, which currently holds USD 20bn worth of physical gold bullion on behalf of investors, and would rate as the second biggest gold "stock" in the world, after Barrick. More >

Chinese Gold Hoarding Set to Increase with Liberalized Gold Trading
Source: Mineweb��(10/6/08)
Analyst Gary Mead said gold remains a place for storing your money when all else if failing, and it is most evident in China where liberalisation of gold trading is opening up opportunities for investors of all shapes and sizes, both overseas and within China itself. More >

BMO: Gold Notable Bright Spot on the Landscape
Source: Mineweb��(10/6/08)
BMO Capital Markets said gold will "outperform its commodity peers as investors seek refuge from risks associated with the U.S. dollar, shaky banks and extremely volatile equity markets." More >

Slow Central Bank Sales to Head to Third Central Bank Gold Agreement
Source: Mineweb��(10/6/08)
The Virtual Metals Research Consulting Group (VM Group) estimates that total central bank gold sales under the second Central Bank Gold Agreement (CBGA II) are likely to reach only 360t - 140t lower than the 500t permitted for the year and the lowest seen during the CBGA's nine years of operation. More >

Rising Gold and Silver: Essential to Any Investment Strategy
Source: Seeking Alpha, Jonathan Cavuoto��(10/6/08)
Carlos Sanchez, a precious metals analyst at CPM Group says that if the rescue plan works, and supports the US recovery and the dollar, it could make for declines in gold and silver but adds “any effect of this nature is at least six months out. During that time, there will be continued uncertainty about whether the plan is improving the economy leaving precious metals to remain supported on safe-haven flows." More >

Golden Slope of Hope
Source: MarketWatch, Mark Hulbert��(10/5/08)
...The contrarian-based concern with this current Hulbert Gold Newsletter Sentiment Index (HGNSI) level is not that it is too high in an absolute sense. Instead, the worry is that the HGNSI grew too quickly when gold bullion started to rally in mid-September... More >

Silver Linings in the Panic Selling and Madness
Source: Seeking Alpha, Marc Courtenay��(10/5/08)
...gut-wrenching volatility will be with us for awhile longer. The silver lining is that, for instance, if silver is going to fall 14% one day and today be up 5 or 6%, there is money to be made... More >

Kerry Smith: Putting Together a Portfolio During Trying Times
Source: The Gold Report��(10/3/08)
Veteran analyst Kerry Smith, Haywood Securities, covers a broad range of companies in the mining sector. In this exclusive interview with The Gold Report, he covers a lot of territory, discussing the outlook for gold, the next stage of sector consolidation and the rough political terrain in some of the world’s most resource-abundant geographies. More >

For Mining Stocks, the Future's Bleak - Or, Maybe the Future's Brilliant
Source: Mineweb��(10/3/08)
George Rogers of Investec reckoned the sector may have already reached its bottom and that the best time to invest is when there is "blood on the streets" - metaphorically we hope! Equities are looking cheap and now may well be a very good time to invest, but one does need to be confident that those companies in which to invest are those with the financial strength to survive the bloodbath. More >

Credit Crisis Makes Precious Metals Juniors Prime Acquisition Targets
Source: Mineweb��(10/3/08)
Haywood sees an upside in the current financial dilemma of junior miners and explorers. "With valuation at compelling levels, the junior precious metals sector is a prime acquisition target that we expected to materialize once a semblance of stability is restored within in the broader markets." More >