Gold Correction - I'm Not Worried
Source: Jason Hamlin, Seeking Alpha��(4/8/08)
Consolidations within long-term secular bull markets can be thought of as springs being coiled. The longer the consolidation, the more potential energy is stored and the more explosive the next upleg will be. This phenomenon and technical set up was pointed out in previous articles and unfolded as expected. It is interesting to note that the latest upleg lasted almost exactly as long as the previous consolidation... More >

Inflation or Deflation?
Source: Bud Conrad, Chief Economist, Casey Research��(4/8/08)
. . .if the U.S. is headed for recession – if not already sliding into one – do you really think we’re facing more inflation in the near future, or could falling spending power cause deflation? More >

Commodities: Where to Next?
Source: Mineweb.com��(4/8/08)
With the US getting deeper into its cyclical adjustment, which increasingly looks, feels, tastes and sounds like a two-quarter recession, and growth projections elsewhere also lower by a few decimals, commodity demand robustness may be eroding, even as high commodity prices encourage substitution and conservation according to Cees Bruggemans, chief economist at South Africa's First National Bank. More >

IMF to Sell 12.5% of Gold Stake, Worth More Than $13 Billion
Source: MarketWatch��(4/8/08)
Some gold analysts say the IMF sale, if approved, should be readily absorbed by the market. More >

Gold: The Last Cheap Asset Class
Source: Graham Summers, Seeking Alpha��(4/8/08)
Globally, entire gold markets that didn’t exist in 1980 are now beginning to buy the precious metal. Vietnam started trading gold futures in June 2007. Already the exchange trades around $100 million in gold futures a day. China’s Shanghai Futures Index started trading gold futures just a few months ago. More >

World Gold, Dubai Commodities Plan Gold Share Venture
Source: Bloomberg��(4/7/08)
Dubai Multi Commodities Centre, a tax-free business park in the United Arab Emirates, plans to start a venture with the World Gold Council to trade the first Islamic securities backed by gold bullion. More >

Systemic Financial Crisis and Its Implications for Gold
Source: Boris Sobolev, Seeking Alpha��(4/7/08)
Further deterioration of the Fed's balance sheet will cause continued weakness in the US dollar and contribute to the already super bullish fundamentals on gold... More >

Euro Prices of Gold and Silver set to Rise!
Source: www.GoldForecaster.com��(4/4/08)
The focus in the gold market has always been on the $ price of gold and yet we have ample evidence of why we should not price gold in the US$, just as the oil price should not be priced in the US$. The fall of the $ has clouded the state of the global economy... More >

Short Silver
Source: David Morgan, Silver-Investor.com��(4/4/08)
I have forecast that at some point the physical silver market will dominate the paper silver market. The question I ask now is, “Are we there yet?”

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Roger Wiegand: "April Will Make March Look Good"
Source: The Gold Report��(4/4/08)
While the mainstream media and the Fed dance around the Recession word, newsletter editor (Trader Tracks) Roger Wiegand sees a harsher reality looming—as some pretty ugly numbers come to light. Dismissing recent corrections in precious metals, Wiegand predicts the onset of the biggest gold and silver rally in history. More >

Why the Gold Juniors Have Not Popped
Source: Howard Sun, Seeking Alpha��(4/4/08)
...The question on everyone’s mind is whether or not juniors will experience the same surge in stock prices as experienced by gold and many senior companies. I think the answer is likely to be yes. With the state of precious metals continuing to be wildly bullish, right now is the time to pick up shares of junior companies as they are tremendously undervalued... More >

Savage Blow to Tier II Gold Stocks
Source: Mineweb.com��(4/2/08)
Since 7 March, when resources stocks were cresting the top of a wonderful wave, few subsectors of the global resources equity arena have been as savagely sold down as Tier II gold stocks, ranging from runaway success stories such as Yamana (AUY US, $14.23 a share) to Pamodzi Gold (PZG SJ, R8.90), a South African name struggling to sell its growth story and also battling with a legacy hedge book. More >

$1 Million Wager for Gold Bears
Source: Prieur de Plessis, Seeking Alpha��(4/2/08)
Few pundits have as strong a conviction as Jim Sinclair who is putting his money where his mouth is – $1 million smackaroos, to be exact, that the gold price will trade at $1,650 before the second week of January 2011. Any takers? (Let’s hope this is not Jim’s version of an April Fool’s hoax!) More >

New $1.6 Billion Gold Producer in the Making
Source: Gold World��(4/2/08)
Under a new deal, New Gold Inc. will acquire Metallica Resources Inc. and Peak Gold Ltd. to create a new $1.6 billion globally-diversified mid-tier gold producer. More >

World Banks Keep a Hold on Gold
Source: theaustraliannews.com��(4/1/08)
Central banks around the world are major holders of gold, but over time, their holdings are falling as they diversify their reserve assets out of gold into income-producing investments. More >

Did Barron's Really Pan All Commodity Investing?
Source: Seeking Alpha��(4/1/08)
The cornerstone of the (Barron's) author's argument was the current record net long position of speculators and the corresponding record net short position of the commercials who are considered the "smart money." More >

Are Gold and Silver Safe Enough?
Source: Julian D.W. Phillips, Gold Forecaster - Global Watch��(4/1/08)
We feel that much more is required to protect yourself and fully benefit from the situation, because the monetary authorities are more than capable of putting the reins on its citizens, no matter where they hold their assets. More >

Is It Finally Time to Sell Gold and Gold-Related Stocks?
Source: Marc Azar, Seeking Alpha��(3/31/08)
...two main reasons behind gold's rise may not be valid anymore, at least in the short term. At the last Fed meeting, interest rates were cut by 75 basis points to 2.25%. When that happened gold prices unexpectedly collapsed 100 dollars in 3 days. The reason was that investors in the metal were disappointed and the markets were actually looking for a 100 basis points cut. The Fed's next meeting comes in April and this time traders are expecting a 50 basis point cut. More >

Why Stocks Can Be Better Than Gold
Source: Seeking Alpha��(3/30/08)
...Mining stocks, as measured by the Philadelphia Gold/Silver Index (XAU) cranked out an annualized volatility of 34.3% since 2005. Bullion, priced at the London morning fix, churned at a 19.3% rate... More >

Get Out of Commodities: Barron's
Source: Seeking Alpha Editor, Eli Hoffman��(3/29/08)
Barron's cover story notes commodity bull markets are being fuelled by retail speculators, while seasoned commercial players are betting on a downturn. More >

Ira Epstein's Lead Metal Report
Source: Ira Epstein��(3/28/08)
The old saying, “what goes up must come down” took place over the past two weeks, in a number of futures markets. Gold and silver did get away unscathed. Both have seen corrections, which in and of itself is a good thing as it punctured what I believe to have been a “price bubble."

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Discovery Investing. Focusing on the Big Opportunities
Source: The Gold Report��(3/28/08)
Dr. Michael Berry, a pioneer in the field of discovery investing who researches companies in natural resources, high technology, and biotech, talks about creating wealth in an extremely volatile economy and the role of precious metals in the asset allocation of the individual investor. More >

Gold Futures Down 2% as Other Metals Fall
Source: MarketWatch��(3/28/08)
In the longer term, however, the outlook for gold "remains bullish as investors still seek to offset inflationary pressures created by high fuel costs, ongoing credit liquidity issues, recessionary fears in the U.S. and falling Treasury yields," James Moore, an analyst at TheBullionDesk.com, said in a research note. More >

Gold and Silver Stocks vs. Bullion Investing
Source: Roland Watson, Seeking Alpha��(3/28/08)
...At the very least, one should act the contrarian's contrarian and seriously consider a good weighting of mining stocks over ETFs and physical holdings when the next big post-correction move in precious metals begins. More >

Did the G7 Group of Nations Act to "Calm Irrational Market Moves" Last Week?
Source: Julian D.W. Phillips, Gold Forecaster - Global Watch��(3/28/08)
...over the long-term we forecast that the exchange rate of the dollar will not be the main influence on the gold and silver prices but inflation, which is rising steadily and should accelerate as more attempts are made to prevent the global economy from entering recession... More >