Haywood Analysts: Compelling Opportunities Left in Junior Golds
Source: Seeking Alpha��(10/3/08)
The Haywood analysts, Andrew Kaip and Kerry Smith, note that there are now plenty of compelling valuations among the junior golds. In fact, the companies they cover are pricing in gold at just $480 an ounce, 47% lower than the current spot price. More >

History Repeating
Source: James West, Midas Letter��(10/2/08)
Human beings will go down in history for their inability to incorporate lessons from past mistakes to prevent future repetitions of the same errors. One could argue, however, that the cyclical essence of most natural systems promotes the same in financial markets. More >

Competitive Bail-Outs
Source: Adrian Ash, BullionVault��(10/2/08)
"...Seven-hundred billion here, $560 billion there, and pretty soon you're talking deposit-bank warfare in the battle to recapitalize financial firms..." More >

Despite Severe Correction, Citigroup Insists Mining Supercycle Will Survive
Source: Mineweb��(10/2/08)
"The next up-cycle could be ever more powerful than its predecessor," Global Metals & Mining Analysts Alan Heap and Alex Tonks asserted, "because when global economic activity recovers demand will be amplified by restocking, and supply will be even more constrained after cutbacks closures and project postponements." More >

Even Asset Managers Run for Cover to Gold ETFs
Source: Seeking Alpha, Tom Lydon��(10/2/08)
Asset managers that deal heavily in ETFs are taking defensive stances on the current market and buying hard, tangible assets like gold and commodities. More >

Investors Start Fresh Gold Rush
Source: Javier Blas, Financial Times, London��(10/1/08)
Veterans of the precious metals industry, such as Jeremy Charles, the chairman of the LBMA who is also head of precious metals at HSBC, say they have not seen a market like this in their 30-year-plus careers. More >

Oh Stop It! You're Killing Me...
Source: Adrian Ash, Bullion Vault��(9/30/08)
Now the terrified trio of Bush, Bernanke and Hank want $700bn just to re-finance the US investment banks and their foreign landfill sites, let alone home-buyers, mortgage lenders and house builders. More >

A Horrible Mess and How We Got There
Source: Olivier Garret, CEO Casey Research��(9/30/08)
No one will deny that last week was one of the most tumultuous in history. The streets red with blood… the bodies of the dead and dying strewn about where they fell. You already know the names: Lehman, Merrill, AIG. Fannie and Freddie. But none of this happened by accident. The warning signs have been all around us for years. More >

Louis James: "I'm buying all the bullion I can"
Source: The Gold Report��(9/30/08)
In Part I of this exclusive interview with The Gold Report, Louis James, Senior Editor of Doug Casey’s International Speculator, describes a currency crisis of historic proportions that is dragging our economy down a dark and treacherous path lit only by the shining star of gold. James expects twists and turns in the precious metals sector and maintains his focus on the long-term bull trend. What stuns him, though, is the fact that Americans aren't "shouting in the streets" in panic now that the dollar is on death row with no pardon in sight. More >

Louis James: 'Screaming Buys' Among the Quality Juniors
Source: The Gold Report��(9/30/08)
The big downhill slide in the junior sector has a real plus side for investors—a bounty of incredible bargains. In Part II of our exclusive interview with Louis James, Senior Editor of Casey Research, he gives us the names of some of his top picks and explains why their prospects are so bright. More >

The Nightmare on Wall Street Continues
Source: David Chapman, Technical Scoop��(9/30/08)
. . .bailout or no bailout, gold and gold stocks are going a lot higher. No matter how one looks at this crisis, the conditions have never been more bullish for gold. More >

Seeking Value in Resource Stocks
Source: Mineweb��(9/30/08)
A survey of investment fund flows among more than 800 listed resources stocks across the world, measured on a rolling 12 month basis, suggests that gold and silver stocks may be overbought at this stage...At the other end of the scale, copper and aluminum stocks appear to be heavily oversold, More >

Gold Will Be the Safe Haven for 2009
Source: shelteroffshore.com��(9/30/08)
Jonathan Spall, the head of commodities sales at Barclays Capital, said that the gold markets were witnessing a “sea change” as bullion was attracting new players, such as hedge funds who had previously considered gold as a relic from the past. More >

Back from the Future: Gold in January 2012
Source: Jeff Clark, Casey Research��(9/30/08)
What’s more valuable than one ounce of gold? How about the news release I brought back with me from the future that reveals the price of gold then? It’s with nothing but unabashed excitement that I republish an article that I saw cross the AP wires on January 21, 2012... More >

Gold to Record Highs Within Six Months - Barclays Capital
Source: Reuters��(9/29/08)
While gold prices may weaken briefly if other markets rally once U.S. legislators gave the green light to a $700 billion bailout, a reconsideration of gold's merits should propel it beyond the March record of $1,030.80 an ounce, says Jonathan Spall, a director in BarCap's commodities division. More >

Private Bankers May Turn to Gold While Central Banks Less Likely to Sell
Source: Reuters��(9/29/08)
Private banks could be the next big buyers in the global gold market, helping drive prices higher as they consider restocking bullion bars that were sold off in calmer times, the top HSBC gold trader said yesterday. More >

Junior Miners Shares Tumble Along with General Market Weakness - Predators Circle
Source: Reuters��(9/29/08)
"The junior sector's as bad as it's probably ever been in recent history. A number of the junior mining companies are starting to hit the wall," said one London investment banker in charge of mining. More >

GFMS's Walker Looking for $1,000 Gold Soon
Source: Reuters��(9/28/08)
"I would be surprised given the scale of the economic crisis if gold doesn't scale above $1,000," said Paul Walker, CEO of GFMS, ahead of the London Bullion Market Association annual conference in Kyoto. More >

Platinum Price Could Bounce Back as Margins Reduce
Source: Reuters��(9/27/08)
"In the short term, it is possible for prices to slide even more, but looking 12 months from now ... prices might be higher and quite a bit," Standard Bank analyst Walter de Wet said. More >

Joe McAlinden: Weathering the Storm - Gold Continues to be an Asset Class of Choice
Source: The Gold Report��(9/26/08)
What’s happening now is panic, says Joseph McAlinden, Chairman and CEO of Catalpa Capital LLC, who thinks that the financial system will survive it and that a year from now the Dow will be dramatically higher. McAlinden believes gold continues to be an asset class of choice, despite the decline during the late summer sell-off. More >

Most Commodity Hedge Funds Expected to Ride Out the Credit Storm
Source: Reuters��(9/26/08)
...industry data shows funds focused on raw materials - or those that at least have commodities in their portfolios - have weathered the credit crisis better than those involved primarily in equities and other non-commodity assets...
More >

Canada Mint Says It Can Meet Demand for Gold Coins
Source: Reuters��(9/26/08)
Coin dealers from the United States and Canada have reported a surge in buying of coins and other gold products. On Thursday, the U.S. Mint was forced to temporarily suspend sales of its American Buffalo 24-karat gold one-ounce bullion coins because strong demand depleted its inventory. More >

Precious Metals in the Physical Realm
Source: David Morgan, Silver Investor��(9/26/08)
It has been one of my strongest points to teach all investors how important gold and silver are under any financial climate. Some took positions early and others are now coming to the realization that having gold and silver is crucial for proper portfolio diversification. More >

Major Miners Shopping Around as Investment Opportunities Abound
Source: Reuters��(9/26/08)
Most players in the sector are still bullish on the fundamental outlook for metals due to expected heavy demand from China and other emerging nations building infrastructure, so firms that have cash are like kids in a sweets shop. More >

The World Gone Crazy and Your Gold Stocks
Source: Kenneth J. Gerbino��(9/25/08)
Gold going up almost $90 on September 17th is not to be taken lightly. This is extremely unusual and bullish. . . The bottom line is that the precious metal mining stocks with economic resources in the ground will rebound dramatically from very oversold values. More >