IAU: Can Spot Gold Continue Its Tear?
Source: Don Dion, Seeking Alpha  (2/28/08)
Gold's steep six-month rally, interrupted by only a few slight pullbacks, sent iShares Comex Gold Trust (IAU) to the top position of the ETF Momentum Tracker sector ranking. More >

Silver Now Outperforming Gold
Source: Roland Watson, Seeking Alpha  (2/28/08)
Since the August lows, silver has gained over 70% while gold has put on 50%. Divide those two numbers and you get silver outperforming gold by 40%. More >

Gold ETF Trading Volumes Outpacing Leading Gold Equities
Source: Mineweb.com  (2/28/08)
Trading in the Streettracks Gold ETF (NYSE: GLD), the largest of five primary ETFs, has outpaced the daily trading of leading gold equities in recent months, showing that investors in gold ETFs are not as passive as generally believed. More >

Gold Powers Through $950 and Silver Through $19 After Oil Hits Record
Source: Mineweb.com  (2/27/08)
Gold roared above $955 an ounce on Wednesday to its highest level ever, with investors pouring money into the metal after oil hit a record above $101 a barrel and the U.S. dollar tumbled against other currencies. More >

Did Your Analyst Keep you Invested?
Source: Peter Degraaf, On-line Stock Trader  (2/27/08)
When prices rise exponentially, as they are doing now, the temptation is to take profits and wait for a pull-back, especially when the analyst you happen to follow tells you that gold and silver are ‘overbought’. . .I have steadfastly advised my subscribers to ‘hang in there’. . .Please remember that gold is nowhere near the $2,300.00 it will have to reach to equal the 1980 high (adjusted for inflation).

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Natural Resources In Jeopardy? An Interview with Rick Rule, Part I
Source: Stealth Investor  (2/27/08)
Rick Rule of Global Resource Investments, in a conversation with John Pugsley of Stealth Investor, gives his thoughts on the current situation. Rick founded GRI in the late 1970s, in middle of a commodities price boom, and led it though the subsequent recession of the early 1980s and all the economic ups and downs since then. His success is legendary in the mining, energy, and exploration business. There is simply no one who is more knowledgeable, in Pugsley's opinion. More >

Six-Month Review: Gold Up 45%; Silver Up 63%
Source: Jason Hamlin, Seeking Alpha  (2/27/08)
The last six months have wiped out 12% of the value of the S&P 500, and shaved a full 18% off the NASDAQ... More >

IMF Sales: The Gold for Sale Is Different from the Rest
Source: Mineweb.com  (2/27/08)
It looks as though any sales by the IMF will be restricted to 400 tonnes used in a previous sale and repurchase agreement – and in any case would be made within the existing CBGA sales Agreement. The market is right to remain unfazed! More >

Precious and Base Metals, Oil, in New Orbits
Source: Mineweb.com  (2/27/08)
RBC CM analysts are maintaining a bullish longer-term outlook for gold: "One aspect we believe is not priced into the commodity, nor the gold equities, is increased inflation expectations". More >

Gold Dehedging Persists in Q4 '07, More Expected in '08
Source: Mineweb.com  (2/27/08)
The Fortis hedging and financial gold report (produced for Foris Bank by the VM Group) said the fourth quarter decline in the delta-adjusted hedge book was the 23rd consecutive quarterly decline. It took global gold hedging to 74% below its third quarter 2001 peak of 102.8m ounces. More >

Crisis and Opportunity: An Interview with Casey Research Chief Economist Bud Conrad
Source: The Gold Report  (2/26/08)
The Gold Report recently caught up with Casey Research Chief Economist Bud Conrad, who will be a featured speaker at Casey's Crisis & Opportunity Summit in March. Conrad recommends investing in precious metals, energy, food commodities,and shorting financials. He also says that the underreported "Peak Food" issue is sure to become a major problem in the decade ahead. More >

Flight to Safety and Stagflation Fears Boost Gold
Source: Mineweb.com  (2/26/08)
Technical analysts maintain that round numbers have considerable significance. A decisive break through a major round number such as $1,000/Oz, could well cause momentum to drive the price significantly above that level. More >

Resource Capital Research Bullish on Gold in the Near Term
Source: Mineweb.com  (2/26/08)
A study released this month by Sydney-based Resource Capital Research (RCR) said the perception of gold being a safe haven should be especially beneficial to Australian producers with the gold price rising 27% in Australian monetary terms to the $A1,000 range More >

Mid-Tier Mining Ranks Dwindle as Era of Super-Major Miners Dawns
Source: Mineweb.com  (2/26/08)
In the introduction to the BMO Capital Markets Global Metals and Mining Conference in Hollywood, Florida, Head of Mining Research David Haughton noted that most mid-tier mining companies are gone, eventually to be replaced by successful junior miners. More >

Positive Portents Still for Gold and Silver
Source: Mineweb.com  (2/25/08)
...Overall though it will probably remain the strength of the US dollar which governs the principal movement pattern in the gold price and there is no sign yet that the semi-controlled dollar devaluation policy being exerted by the US Fed through interest rate cuts is drawing to a close More >

Gold, Gold - You're Making Me Old
Source: Richard Russell, Publisher, Dow Theory Letters, 321.gold  (2/25/08)
...if gold can break out above one thousand and remains stubbornly above one thousand, it's next long-term target will be two thousand... More >

Silver ETFs Outperform Mining Stocks
Source: Mineweb.com  (2/25/08)
The best performing "stock" in the sector, which includes a selection of 50 names, is an ETF, in the form of iShares Silver (SLV US, $178.77a unit). More >

Positive on Silver Despite Chronic Oversupply
Source: Mineweb.com  (2/22/08)
Speaking at yesterday's excellent inaugural Global Capital Forum on gold and silver in London, Jessica Cross of the VM group was very positive about the price prospects for the metal, despite there being an apparent supply surplus and a steady fall in usage in its principal industrial use in the photography sector. More >

Hans Peter Schmidlin, Precious Capital Ltd: "Buy When the Cannon is Shooting"
Source: The Gold Report  (2/22/08)
The Gold Report recently spoke with Hans Peter Schmidlin, CEO of Precious Capital Ltd. in Zurich. The firm's Precious Capital Global Mining & Metals Fund invests mainly in the leading global mining companies as well as some junior companies in the mining sector. Schmidlin gives us names of some undervalued juniors exploration companies that he believes are well positioned for the long term. More >

Gold Heads for Biggest Gain in 19 Months
Source: Bloomberg  (2/22/08)
"It's been six months this week since the Fed started cutting interest rates and gold has gone nuts,'' said Adrian Ash, head of research of London-based BullionVault, a gold dealer that holds about six tons of gold for customers in vaults in London, Zurich and New York. More >

Gold Stocks Slow to Track Bullion Higher
Source: globeandmail.com  (2/22/08)
...The equities are starting to reflect the price of the commodity," said Tony Lesiak, mining analyst at UBS Securities Canada Inc. "The valuations are stretched." More >

Gold Stocks Slow to Track Bullion Higher
Source: globeandmail.com  (2/22/08)
...The equities are starting to reflect the price of the commodity," said Tony Lesiak, mining analyst at UBS Securities Canada Inc. "The valuations are stretched." More >

Platinum is on Fire, Will Gold Be Hot?
Source: Thomas Tan  (2/22/08)
Platinum has been so hot lately, and has passed 2,100 (per oz) mark this morning. Palladium has also been rising in sympathy, now pushing the key $500 (per oz) level. Both platinum and palladium are 2 of the 6 metals in the so-called PGM (platinum group metals) area. Besides their usefulness in making jewelry, platinum and palladium have important roles in the auto industry, and they have been used as the oxidation catalyst in catalytic converters which treat automobile exhaust emissions. More >

Will the G-7 Nations Impose Capital Controls?
Source: Julian D.W. Phillips, Gold Forecaster - Global Watch  (2/22/08)
What does this mean for you and for me and for all those financial institutions out there across the globe? It means if we want to protect ourselves from the pernicious effects of these we must act NOW! The time for adjusting one’s affairs, not only to protect one’s wealth, but to re-structure it beyond the reach of these authorities is running out. More >

Will India Unload a Massive Quantity of Gold & Silver on the Markets?
Source: Julian D.W. Phillips, Gold Forecaster - Global Watch  (2/22/08)
Hoarding of gold and silver in India is huge, proven by the fact that none is exported. More to the point: None will be exported; no matter what the gold and silver prices go to! More >