Supply Doubts Push Copper Prices to New Record
Source: Reuters��(7/3/08)
Copper soared to a record high on Thursday as a strike in Peru stoked supply fears and as investors sought alternatives to equities, while surging oil pushed aluminium to a four-month peak. More >

Only One Game in Town - Commodities
Source: Mineweb.com��(7/3/08)
Gold, platinum and silver are 9% to 15% from their all time highs. The great conundrum is that investors have increasingly less confidence in producers of commodities; they want to buy the commodities, or proxies of the commodities. More >

Global Inflation: The Next Major Obstacle
Source: Mary Anne & Pamela Aden, The Aden Forecast, 321.gold��(7/3/08)
The bottom line is that inflation is at a 10 year high in emerging countries and The Economist says that two-thirds of the world's population will probably suffer double-digit inflation rates this Summer. More >

Why Bother with SPDR Gold Share Options?
Source: Brad Zigler, Seeking Alpha��(7/1/08)
Long-term options known as LEAPS (Long-term Equity AnticiPation Securities) can be used to advantage by gold bulls in a number of ways. The simplest application relies upon the inherent leverage of options to yield more bang out of every buck tracking gold. More >

European Central Bank Gold Sales Complete for This Year
Source: Mineweb��(7/1/08)
...ECB gold sales are probably a bit of an irrelevance at the current time. Other member banks are still selling or purchasing gold, although most analysts reckon that official sales this agreement year are likely to remain short of last year's sales as the gold price's continuing high levels mean that it may be politically unacceptable domestically to sell large quantities of what in effect are part of a nation's gold reserves... More >

Duluth Complex: A World-Class Value Play
Source: The Gold Report��(7/1/08)
The Gold Report recently interviewed John Tumazos, principal and founder of John Tumazos Very Independent Research LLC. Mr. Tumazos, a top analyst according to Institutional Investor, discusses the Duluth Complex, a polymetallic mining district in Minnesota, and the five companies that comprise the Complex. More >

Citigroup Says Long-Term Gold Price Could Double or Even Triple
Source: Mineweb��(6/30/08)
During the second quarter of this year, gold has averaged $896/oz, up 34% from the same quarter of 2007 and down 3% from the first quarter of this year. "Following a series of downside fundamental tests gold appears to have found a floor, and quietly climbed back to $917/oz," according to Citigroup metals analysts John H. Hill and Graham Wark. More >

SPDR Gold ETF Debuts in Tokyo
Source: Heather Bell, Seeking Alpha��(6/30/08)
Currently, the SPDR Gold Shares trust has about $19 billion in assets, which translates into nearly 21 million ounces of gold. That makes it the biggest asset-backed gold fund in the world. More >

Common Misperceptions about the Fed and Gold
Source: Boris Sobolev, Seeking Alpha��(6/30/08)
...Gold’s entrance into a new steep phase of the bull market will be caused not by further decline in the dollar exchange rate but by a widespread distrust in all fiat currencies, especially the euro (since it is currently viewed as the main alternative to the USD). It is important to note that a major buy signal for gold will come when the Gold/Euro ratio breaks out from its three month base. In light of this, the coming ECB meeting on Thursday July 3rd will be very informative for investors in precious metals. More >

Gold Price Shows Strength as Oil Hits Record High
Source: Mineweb.com��(6/28/08)
"It's holding quite well near the highs, closely following crude oil and euro-dollar," said UBS analyst John Reade. "It certainly seems that with the oil prices very strong, the dollar fairly weak and obviously lots of risk aversion around that, gold can do quite well." More >

The Greater Depression and What You Should Do About It
Source: Doug Casey, International Speculator��(6/27/08)
For international investment expert Doug Casey, there’s more than a recession on the horizon… he recommends battening down now for the rough seas ahead... with some special information about making sure your investments can weather the coming storms. More >

Exchange Controls are Proposed for the U.S.A.
Source: www.GoldForecaster.com��(6/27/08)
Sen. Joe Lieberman, tasked with finding controls over speculation in the commodities markets, revealed the drafts of three bills that would sharply curtail the activities of financial investors in the commodities markets. More >

BMO Forecasts New Heights for Gold, Precious Metals
Source: Mineweb��(6/25/08)
BMO Capital Markets Global Commodity Strategist Bart Melek suggests that rising food and energy inflation and the equity market are “adding luster for gold.” More >

A "Glimmering" Trading Opportunity
Source: Barry Sergeant, Mineweb��(6/25/08)
RBCCM says that the South African gold sector appears to be around its most attractive pricing in almost six years. More >

Dr. Kudlow's Prescription: Gold Diagnosis Unclear
Source: Mark McHugh, Seeking Alpha��(6/24/08)
The gold market has sold off $20 Monday, and my hunch is it has something to do with the Federal Reserve policy meeting that begins tomorrow and will conclude with a public announcement at 2:15pm ET Wednesday. A big gold drop strongly hints at market expectations for a tough-minded Fed that will defend the dollar and move to contain rising inflation... More >

Central Bank Gold Agreement
Source: www.GoldForecaster.com��(6/23/08)
As the global economy has dark clouds forming above it, the times when gold comes into its own on an international front approaches again. Now is the time to retain gold. Hence, the total gold sales of the entire number of signatories to the Central Bank Gold Agreement have declined to a trickle of around 0 and 2 tonnes a week, which the market barely notices.

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Silver - Two Sides of the Story
Source: David Morgan, silver-investor.com, freemarketnews.com��(6/23/08)
...the main driving force for silver prices will be investment demand! It seems even Gold Fields Minerals Services (GFMS), which compiles the study, agrees with us...If one considers that the main silver ETF holds almost two hundred million ounces of silver out of a possible five hundred million ounces, we can see investment demand is strong and getting stronger... More >

Will Gold Breakout?
Source: Brad Zigler, Seeking Alpha��(6/23/08)
According to Jamie Chisholm of the Financial Times, gold's now staging a breakout move...Inflation, expressed through the foreign exchange market, though, seems to be the factor that buoys Mr. Chisholm's bullish spirit. Interest rate moves signaled by the U.S. Federal Reserve, he says, hold the key to gold's destiny. More >

Pros and Cons of iShares' Silver ETF
Source: Adam Hamilton, Seeking Alpha��(6/22/08)
The target market for SLV is stock traders who haven’t owned physical silver yet. It is like a gateway drug for them. I’ve heard from many investors over the last four years who started out owning a little GLD or SLV and “graduated” into buying bullion. More >

Bob Quartermain: "The Outlook for Silver Is Sterling"
Source: The Gold Report��(6/20/08)
In this exclusive interview with The Gold Report, Bob Quartermain takes an in-depth look at the silver market. He explains why he believes silver prices will continue to rise and tells us where to look for good values. Quartermain is the president and CEO of Silver Standard Resources Inc., a company with the largest published in-ground silver resource of any publicly traded silver company. A geologist with a Master of Science in mineral exploration, Quartermain is also president of the Silver Institute and has served as director and/or officer of a number of public resource companies. More >

Gold Extends Gains Trading Near $906
Source: MarketWatch��(6/20/08)
China's decision to hike fuel prices again reflects the level of concern toward inflation, and will continue to draw investment demand towards gold," said James Moore, an analyst at TheBullionDesk.com, in a research note. More >

The Bursting Commodities Bubble
Source: David Galland, Casey Research��(6/20/08)
A steadily growing drumbeat is sounding throughout financial mediadom; a major commodities blowout is in the cards. The most widely quoted reason is a U.S. recession that will sympathetically pop the commodity bubble.
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The 'Age of Infrastructure' Will Gobble Up Physical Commodities for Years
Source: Mineweb.com��(6/19/08)
U.S. Global Investors CEO and CIO Frank Holmes suggested a global megatrend of globalization, urbanization and wealth creation is now generating "a global infrastructure boom on a massive, intractable scale." And, he added, "Megatrends increase the use of commodities, especially infrastructure, which creates sustainable jobs and massive use of commodities." More >

Is Gold Too Low Compared to Oil - Or Is Oil Just Too High?
Source: Mineweb.com��(6/18/08)
If oil tumbles, what will happen to the gold price? One suspects that initially the gold price may fall back sharply as well. Investors may have to be prepared for a very bumpy ride. But at some stage recognition will dawn on the market that what drives the gold price is not oil alone - indeed this much should be obvious as on the way up record oil prices have not been followed by record gold prices. More >

Mining CEOs on Acquisition Trail as They Expect Strong Metal Prices
Source: Mineweb.com��(6/17/08)
Hugh Cameron, African Mining Leader at PWC said the sub prime crisis also carried a silver lining for big miners as it has led to lower stock prices, while it would now also be more difficult to finance projects owned by juniors. More >