Deutsche Bank Favors Gold, Metals, Energy...
Source: Reuters��(9/11/08)
"You need to have energy, metals, gold, agriculture within a portfolio," said William Barbour, an investment specialist with DWS Investments in Singapore...Barbour said gold is incredibly important and expects its price to continue to rise. Part of the reason is the United States is likely to have to continue to print money to get out of its current problem he said. More >

Leveraged Funds Are a Major Drag on Commodities
Source: Mineweb��(9/11/08)
...Adding to the downward pressure are other rumors that "rogue" hedge funds are attacking like sharks when blood is in the water. These predators are allegedly aggressively short-selling the stocks that are in the portfolios of their vulnerable peers, which sends prices even lower... More >

Look! A Gold Turnaround! (Not)
Source: Seeking Alpha, Roland Watson��(9/11/08)
...There was a break in the devolution of gold mining stock prices Wednesday...Yesterday, equities popped while bullion pooped. In a volatile session, GLD shares gave up 3%, while GDX gained 3.5%... More >

What Every Silver Investor Must Do Now
Source: David Morgan, Silver Investor��(9/11/08)
To state it has been rough in the precious metals sector the past month is a gross understatement. Many in this sector, including this writer, have experienced losses that just a few short weeks ago would have seemed nearly impossible. More >

The Biggest Bailout of All Time
Source: The Casey Report��(9/10/08)
The failure and subsequent government bailout of Fannie Mae and Freddie Mac has been no surprise to the Casey Research team. But where do we go from here – will the bold action of the federal government save the housing market and revive the economy? More >

Trying to Pump Up What's Busted
Source: Adrian Ash, Bullion Vault��(9/10/08)
"...So today we're back where we started, with a collapse in retail investments (then stocks, now housing) and the collapse of the very biggest institutional bets. The US administration's response...?" More >

Can Gold Be Suppressed Indefinitely?
Source: James West, Midas Letter��(9/10/08)
Recently a subscriber wrote to me and inquired, “if gold has been subject to manipulation by the dark forces at the top of the economic pecking order, then why couldn’t they continue to do so ad infinitum?” Arriving at an answer to that has taken me several weeks of noodling it around in my head while observing developments in the gold market and the housing market and the global economy. More >

Reaching The Puke Point
Source: Roger Wiegand, WeBeatTheStreet.com��(9/10/08)
Watch for new rallies in most all commodities markets. It’s near time to buy. Our early fall precious metals haircut is almost over. More >

Reserves and Resources: A Primer for the Lay Investor
Source: Mickey Fulp, Mercenary Musings��(9/10/08)
". . .the overwhelming majority of investors in the mining and exploration sector have absolutely no clue what an Ore Deposit actually is.. . ." More >

One Last Decline, Then the Rebound in Gold
Source: Seeking Alpha, David Nichols��(9/10/08)
...Since the dollar index is so inversely correlated with gold right now, we can't really expect gold to turn around and head back up until the dollar index tops out...but the dollar rally is running out of time and energy... More >

The Rebirth of Gold and Silver
Source: Seeking Alpha, Roland Watson��(9/10/08)
...The ultimate comfort is the confidence Elliott wave theory gives to see this coming and also point further ahead to events not only beyond this first bull leg but beyond to a glorious finale for silver, gold and any other asset that rallies itself against the loose foundation of fiat money... More >

Probabilities Continue to Favor Gold in Long-Term: Investec
Source: Mineweb��(9/9/08)
Portfolio manager Daniel Sacks said today the institution's positive view was based on a combination of macro and supply-demand drivers. He said the "forces that propelled gold over the past five years were firmly in place, while policy prescriptions for the credit crisis appeared to be "powerfully and uniformly reflationary." More >

Gold Flows Out, Silver Flows In. Strategic ETF and ETC Changes
Source: Mineweb��(9/9/08)
Given the relative price falls in gold and silver since mid-July (down by 19% and 38% respectively as of September 9th) and the fact that silver is typically much more volatile than gold, it follows that some speculators and investors are positioning themselves for an upturn in the sector by increasing their silver exposure. More >

Recent Pebble Copper/Gold Project Referendum Shows Alaska Still Pro-Mining
Source: Mineweb��(9/9/08)
Sean Magee, Pebble Partnership Public Affairs Director, asserted that the vote shows "that Alaskans support mining as a part of their culture and the economy." More >

Manipulation? Or Simply Deleveraging?
Source: Bob Moriarty, 321gold.com��(9/8/08)
On March 16th I wrote an article about what I saw for the near future of gold/silver and the dollar. I said, "Gold and silver are at bullish extremes; the dollar is at a bearish extreme. In any normal time, we would expect to see a correction, probably violent." . . .We had it. More >

Operation Melt Down, Part III: Only 3 Weeks and 170 Tonnes to Go
Source: Adrian Ash, Bullion Vault��(9/8/08)
Once upon a time, money meant gold (and ever less silver), freely exchanged between private individuals looking to buy and sell, invest and spend. But then came the 20th century. More >

Sell the First of May, Return after Labor Day
Source: David Morgan, Silver Investor��(9/8/08)
Having such a strong upward movement in the precious metals from August 2007 after a very big washout (similar to the one we are now experiencing) to March 2008, many are questioning if this is again possible. We have just passed September and Labor Day is behind us; should we get back into the precious-metals markets? More >

Good Start to the Week for Gold, but Uncertainty Reigns
Source: Reuters��(9/8/08)
"I don't think investors are building new longs actively now after seeing sharp declines in recent trading," said Tatsuo Kageyama, an analyst at Kanetsu Asset Management in Tokyo. More >

Time to Buy Gold and Silver
Source: Seeking Alpha, Jason Hamlin��(9/8/08)
Fundamentals are also pointing toward higher prices, as we head into the Indian wedding season. The latest statistics are showing extremely robust gold sales, with imports up 45% during August. But it is not only India that is showing signs of surging demand for the precious metal, Abu Dhabi reported gold sales were up 300% during August. We also have news of significantly lower supply coming out of the world’s largest gold producers. Rising demand and declining supply always equals higher prices. More >

Has Gold Bottomed Even Though $100 Oil May Be in Sight?
Source: Mineweb��(9/6/08)
...strong demand may remain in place at prices below around $850, even if oil continues to decline, with particularly strong buying power coming in at any attempt by the metal to fall through $800 - which seems to be the current key psychological level on the downside... More >

Is Gold Getting Ready to Bounce?
Source: Seeking Alpha, Frederic Ruffy��(9/5/08)
Despite the ongoing woes, not everyone seems to hold a bearish view on the precious. In fact, some options strategists were seen betting on a turnaround with substantial bullish spreads on the SPDR Gold Trust (GLD) and the Market Vectors Gold Fund (GDX) yesterday. More >

The Emperor’s New Shorts
Source: Louis James, International Speculator��(9/5/08)
A number of readers wrote us after last month’s quick look at the naked short scare, unhappy with our treatment of the subject. Perhaps we would have given it more ink had we known the level of concern among subscribers about the issue. You spoke, we listened, and we’ve re-checked our premises… and we have to say that we’ve come to the same conclusion; this is a tempest in a teapot. At least for our stocks. More >

David Coffin: Pick Away at Bargains Until Prices Pick Up
Source: The Gold Report��(9/5/08)
In this exclusive interview with The Gold Report, David Coffin, co-editor of the HRA (Hard Rock Analyst) Journal, advises investors to take a cautious, medium-term outlook until the metals sector regains its strength. With one of the best track records in the business, Coffin applies his encyclopedic knowledge of geology and mineral deposits to the selection of the best-looking prospects—and names his current favorites. More >

The World as We See It
Source: Bud Conrad, Casey Research��(9/5/08)
While many analysts will express the view that the worst is over or that, after a modest downturn, things will bounce back just like they always have, our view is that what we will actually witness going forward is a fairly steady erosion of paper currency purchasing power and sluggish economic growth. . .while history may find we are too pessimistic. . .it is far better to prepare for a worsening crisis and hope that it does not materialize, than to expect business as usual. More >

Operation Melt Down, Part II: Hoarding for War, Vaulting for Victory
Source: Adrian Ash, Bullion Vault��(9/4/08)
Governments and their central-bank agencies set the price – and thus value – of what we now use to buy and sell, invest and spend. And since this control over money rests with politicians and bureaucrats, it's worth noting how the surge in nationalized gold reserves coincided precisely with the surge in nationalist politics, war-mongering and state controls that first sparked World War One. . . More >