As the Dollar Bottoms, Will Gold Drop?
Source: Toro, Seeking Alpha��(6/17/08)
There has been a whole lot of chatter about how gold is going to go down because the dollar may be bottoming. We believe that there is a significant probability that the reflexive anti-gold/pro-dollar trade is wrong. More >

Have the Gold ETF's "Tonnes in Trust" Bottomed?
Source: Tim Iacono, Seeking Alpha��(6/17/08)
After declining by 61 tonnes in late April, the number of "tonnes in the trust" at the SPDR Gold Shares ETF (GLD) has increased steadily over the last month. More >

With Volatile Commodity Prices, Diversified Miners Fare Better Than Gold Miners
Source: Mineweb.com��(6/17/08)
In its review of global trends of the mining industry, Price WaterhouseCoopers predicts that "2008 will reflect production growth that reflects growing cost pressures." More >

Why Mining and Metal Investments Could Shine in Coming Years
Source: Daniel Gschwend, Seeking Alpha��(6/16/08)
Central banks around the world are worried about inflation. There is a lot of financial stress in the system and still some huge time bombs have not been deactivated, such as all the derivatives that may fail and ignite some kind of chain reaction in the financial system. More >

Gold Bugs Emerge in Some Unlikely Places
Source: Graham Summers, Seeking Alpha��(6/16/08)
Gold is the second largest position for legendary fund manager Jean-Marie Eveillard for the First Eagle family of funds. He actually owns all of the gold held in the HSBC bank in Times Square: a massive room filled with over $2 billion worth of bullion. When you combine the holdings for all four funds he manages, gold bullion and gold mining stocks comprise nearly 10% of Eveillard's total assets. More >

Gold Bugs Emerge in Some Unlikely Places
Source: Graham Summers, Seeking Alpha��(6/16/08)
Gold is the second largest position for legendary fund manager Jean-Marie Eveillard for the First Eagle family of funds. He actually owns all of the gold held in the HSBC bank in Times Square: a massive room filled with over $2 billion worth of bullion. When you combine the holdings for all four funds he manages, gold bullion and gold mining stocks comprise nearly 10% of Eveillard's total assets. More >

By the Numbers, Mining Stocks Are Undervalued
Source: Daniel Gschwend, Seeking Alpha��(6/15/08)
There are many reasons behind this divergence between gold stocks and the underlying asset, gold. But the most important was, that investors were explicitly not willing to take risk. But once risk appetite returns, investors will find out that many mining stocks are trading at considerable discounts to their implied value. More >

Macquarie Remains Bullish but Selective on Gold Sector Stocks
Source: Mineweb.com��(6/13/08)
Macquarie Research metals analysts said recently that "We remain bullish on the gold sector-but due to rising operating and capital costs, we remain selective. We prefer large liquid companies exhibiting low risk, high growth as well as experience and proven management teams." More >

Fed Tightening and the Gold Market
Source: Seeking Alpha��(6/13/08)
How do I reconcile Fed tightening/dollar strength with a long term bull market in gold? The simple answer is that I remain skeptical of new found hawkishness at the Fed. October is months away, and I'll believe in those rate hikes when I see them. More >

The Oil Market and How It Will Drive Gold & Silver
Source: www.GoldForecaster.com��(6/13/08)
If oil prices persist at this level or higher, the concept of oil being in a bubble evaporates and it becomes a structural cost adjustment in our lives. Once this happens the markets will then readjust gold and silver prices accordingly. More >

Yo Yo Week for Gold Bullion
Source: Mineweb.com��(6/12/08)
With the US dollar showing signs of strength and oil moving up and down as well, gold has tended to follow the direction suggested by the strengths and weaknesses of these other key influences, rather than plough its own furrow on fundamentals alone. More >

Only Days Away from the Big One
Source: David Nichols, 321gold.com��(6/12/08)
...Gold tends to give the hardest, most gut-wrenching tests back down to the initial energy levels right before it zooms off to the upside, and we just saw such a brutal test on Tuesday's decline... More >

Gold Price Falls Back as Dollar Strengthens
Source: Reuters��(6/10/08)
Short-covering and bargain-hunting should come around $880 and $16.50 for gold and silver respectively if there's any new wave of sell-offs," said William Kwan, bullion director of Gold Capital Management in Singapore. "But looking forward this month, a weak U.S. economy will translate to a weak U.S. dollar," he said. More >

Raymond James Analysts: Be Selective When Choosing Gold Stocks
Source: Seeking Alpha��(6/10/08)
Raymond James Analysts Bart Jaworski and Brad Humphrey told clients that investors should focus on companies with above average growth profiles, strong management teams and quality assets. More >

Is It Safe to Take a Dip in the Gold Pool Again?
Source: Seeking Alpha��(6/8/08)
Further encouraging signs include positive volume action for the past two sessions that is likely footprints of institutional money. It remains to be seen whether large cap miners will continue to be favored or whether the values in juniors will be realized if not by investors then at least by their acquirers. More >

Bargains Pop Up When the Market Goes Down
Source: The Gold Report Interview with Alfred Wirth��(6/6/08)
As the chief investment officer for Sun Life, United Funds, and Crown Life, Alfred Wirth developed an enviable track record managing investments for multi-billion dollar corporations. As president of Wirth Associates Inc., which he founded, he now manages private portfolios for high-net-worth individuals. In an exclusive interview with The Gold Report, Wirth explains why he thinks the gold bull market could easily run for another ten years and looks at those nasty corrections as just another opportunity to snag some real bargains. More >

Gold Price Struggles but for How Long?
Source: Mineweb.com��(6/6/08)
Speaking at the recent World Mining Investment Conference in London, John Hathaway, portfolio manager of the U.S. Tocqueville Gold Fund, reckoned that gold was likely to be a good investment and gold stocks an even better one. More >

Gold: To Have or Not?
Source: Mineweb.com��(6/6/08)
In the greater wash of investing, gold bugs have always been vastly outnumbered, and easily succumb to the loss of one-time friends who will happily and savagely flock to hotter subsectors in the markets. Measured over the past five years, which covers the majority - so far - of the rising supercycle in commodities (if that's what it is), the performance of listed old order gold stocks has been relatively muted. More >

Inflation Contest: Crude 1 - Gold 0
Source: Brad Zigler, Seeking Alpha��(6/5/08)
This year's average price for West Texas Intermediate spot is now $106 a barrel. That's a 47% hike from last year's average of $72. With a middling spot gold price of $917 an ounce, this year's crop of gold bugs could have raked in a 27% gain from last year's $722 average price. More >

Global Financial Meltdown Ahead
Source: James West, www.MidasLetter.com��(6/4/08)
The third phase of the “mortgage meltdown” or “real estate bubble” or “credit crunch”, or whatever you prefer to think of it is, will be nothing short of a re-ordering of the financial universe. We will one day (hopefully) look back on this time and shake our heads in awe at the depression-era hardships many are on the verge of suffering. More >

What Does a US Recession Imply for the Gold Price?
Source: Mineweb.com��(6/4/08)
Natalie Dempster, the Investment Research Manager at the Council, has produced a paper that studies the performance of gold in recessionary conditions and one of the primary conclusions is that regression and correlation analysis suggest that there is no relationship between changes in US GDP growth and changes in the gold price. A US recession, therefore, would not have negative implications for the gold price. More >

Gold and Platinum Rise as Dollar Slides
Source: Reuters��(6/3/08)
"We saw a good amount of support at these levels about a week-and-a-half ago and there was a bounce off of that," said Merrill Lynch metals strategist Daniel Hynes, referring to a price level of around $885. "This has set the floor for this stage and it will be what gold will rally from, until the momentum is strong enough to keep it going." More >

A Good Time to Invest in the Juniors
Source: The Gold Report��(6/3/08)
Louis Goluboff, managing director of Emerald Capital Investment International, talks about the influences and pressures weighing on the precious metals sector. His company's flagship fund, The Emerald Explorer Fund, focuses on mining and exploration primarily in the Canadian resources market. In this exclusive interview with The Gold Report, Goluboff tells us why he thinks the juniors are a good play and discusses a few of his favorite names. More >

BMO's Coxe Hangs Tough and Optimistic on the Future of Commodity Stocks
Source: Mineweb.com��(6/2/08)
Don Coxe, BMO Financial Group Global Portfolio Strategist sees gold and gold stocks becoming more attractive each week that global food and fuel costs rise along with writedowns on bank balance sheets. More >

Opportunities in the Small and Mid Caps: An Interview with Hans Peter Schmidlin, Precious Capital Ltd.
Source: The Gold Report��(5/30/08)
The Gold Report checks in again with Hans Peter Schmidlin, CEO of Precious Capital Ltd. in Zurich. He shares his insights on what's happening with inflation (just how accurate are those numbers?) and what he sees as an unparalleled opportunity for investing in small and mid-cap mining companies. More >