Silver - Good Things Come in Small Packages
Source: David Morgan, Silver Investor��(1/15/08)
Pure and simple, many people in and outside of the precious metals area have come to the conclusion that “silver is too bulky." Before going off on a rant about this general (mis)perception, it becomes a challenge for this writer to lead you to draw your own conclusions. More >

No Speculative Froth, Yet
Source: 321gold.com��(1/15/08)
...The total absence of speculative froth at the small-cap end of the gold sector indicates that the public has not yet embraced the gold bull. It seems that hedge funds are responding to the gold rally by buying a few highly-liquid gold shares, but the general investing public -- the main driver of the smaller and less-liquid stocks -- remains unimpressed. More >

Leverage to Gold Price Should Benefit Companies
Source: Seeking Alpha��(1/15/08)
Wellington West has hiked its annual gold price forecast for the next few years and beyond by $100 per ounce. The firm’s target for 2008 is now $800. It is $775 for 2009, $750 for 2010 and $700 for the long-term. The move reflects a weaker-than-expected U.S. dollar. More >

Not Too Late for Gold
Source: Jeffrey Saut, Seeking Alpha��(1/15/08)
...The longer the time that elapses between the breaking into new territory, the greater the move you can expect because the accumulative energy over a long period will naturally produce larger movements than if it only accumulated during a short period of time... More >

Gold ETF Holdings Continue to Make Waves
Source: Tim Iacona, Seeking Alpha��(1/15/08)
the total amount of gold held in the StreetTracks trust stood this week at 642 metric tons, according to the fund. (One metric ton is equivalent to 1,000 kilograms or about 2,205 pounds.) That's more than the gold reserves held by many national governments, including China, Russia, the European Central Bank and the Netherlands, according to data compiled by the World Gold Council, the trade group that sponsors StreetTracks Gold Shares. More >

Gold ETF Holdings Continue to Make Waves
Source: Tim Iacona, Seeking Alpha��(1/15/08)
...the total amount of gold held in the StreetTracks trust stood this week at 642 metric tons, according to the fund. (One metric ton is equivalent to 1,000 kilograms or about 2,205 pounds.) That's more than the gold reserves held by many national governments, including China, Russia, the European Central Bank and the Netherlands, according to data compiled by the World Gold Council, the trade group that sponsors StreetTracks Gold Shares. More >

New Record High for Gold; Is it Too Good to be True?
Source: Mineweb.com��(1/14/08)
...A correction in price would be a welcome development of the overall stability of the market, as the majority of the buying has come from the professional sector. More >

ECB Warns Crashing Dollar May Stop Fed Cuts
Source: telegraph.co.uk��(1/14/08)
Lorenzo Bini-Smaghi, a member of the European Central Bank's executive council, warned that the tumbling dollar may now start to foreclose the option of US rate cuts and force the Fed to keep monetary policy tighter than it would like. More >

On Central Banks and Gold's New High
Source: Myron Shlapak, Seeking Alpha��(1/14/08)
...If Dr. Bernanke makes the magic work...We will look ahead to a bright future. The U.S. Dollar will recover. The U.S. economy will pick up. New jobs will be created and all will be right with the world. Of course should this come to pass the price of Gold in U.S. Dollars will drop. It will sink like a rock in water. Maybe even faster than the last time, until the next crisis is created by the easy credit. More >

With Gold at $895, Where Next and Why?
Source: Julian D.W. Phillips, Gold Forecaster - Global Watch��(1/14/08)
The volume of investment funds held in the States alone is more than enough to send gold well through $2,000 if not five figures, in $ terms. Add to that Europe’s investment funds, Asian investment funds, alongside the growing wealth in India in particular where gold is a proven investment medium and not just for profit... More >

Shanghai's New Futures Exchange Adds Fuel to Gold's Rocket Fuel Ride
Source: Seeking Alpha��(1/13/08)
...Do not underestimate this new, bullish, market force. The Chinese have a much more conservative attitude towards gold, honoring its role as the only asset that's not somebody else's obligation...
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Gold Stocks Get Price Hikes As Bullion Surges
Source: FP Trading Desk��(1/13/08)
With gold quickly approaching the $900 per ounce mark, analysts are racing to keep pace with both the metal and the soaring shares of miners. Raymond James hiked its forecast for bullion to $903 from $750 in 2008, to $880 from $770 in 2009, and to $750 from $675, thereafter. More >

Animas Resources: A Junior Gold Explorer Pulls Off a Coup?
Source: David Banister��(1/11/08)
Imagine if an exploration team could re-consolidate from various ownership parties an entire “gold district” for the proverbial pennies on the dollar? What if that land base had prior gold production averaging 2.1 to 2.8 grams per tonne of mined gold? Better yet, what if that historical gold district happens to be in mining friendly Mexico? Let’s get a bit more greedy. Why not throw in 1,200 historic drill holes to comb through along with a commissioned study on the property indicating the extremely high potential for high grade gold at lower depths than previously drilled? More >

Gold Hits Record High on Rate Cut Hopes
Source: Reuters��(1/11/08)
"We are not talking about $900 now. We are talking about $1,000," said Ronald Leung, director of Lee Cheong Gold Dealers in Hong Kong. More >

Gold's New High: A Round Up of Views
Source: David Shvartsman, Seeking Alpha��(1/10/08)
...gold commentary from Prudent Investor - "Gold hits a record - you would not know from the WSJ". Toni Straka makes some interesting observations on the mainline media's haughty attitude towards gold and honest money in general. More >

Old Mutual Gold Fund Manager Says 2008 Good for Gold
Source: Mineweb.com��(1/10/08)
Mandla Mapondera, fund manager of the Old Mutual Gold Fund, told the Moneyweb Power Hour that the rest of the year was going to be favourable for gold. More >

Grandich Predicts Long Bear Market
Source: FP Trading Desk��(1/10/08)
Peter Grandich believes a “vicious, long-lasting bear market” has begun and early millennium post Internet bubble burst lows are reasonable targets for both the Dow and NASDAQ. More >

Chinese Gold Futures Soar in Initial Debut on SHFE
Source: Mineweb.com��(1/9/08)
As gold futures prices hit the $884/oz mark on NYMEX, the Shanghai Futures Exchange (SHFE) Wednesday announced that the initial launch of its gold futures contract surged to the daily limit of 10% in minutes after official trading debuted at the SFE More >

Gold Hits All-Time High Above $875
Source: afxnews.com��(1/8/08)
"There may be some buying ahead of these futures going live overnight," said JP Morgan analyst Michael Jansen, adding that he expects gold to trade in a range between 800 usd and 950 usd an ounce in Q1 08. More >

Citigroup Forecasts 'Dim' 4Q Mining/Metals Earnings
Source: Mineweb.com��(1/8/08)
Analysts John H. Hill, Graham Wark and Paul Cheng declared that they see "precious metals as well-positioned given deteriorating macro conditions and concerted reflationary policies by central banks worldwide. We would expect strong safe haven demand in the event of a U.S. recession, and a test of $1,000/oz at some point." More >

Six Top Gold Picks
Source: Seeking Alpha��(1/8/08)
Gold prices had a terrific run in 2007 and they should stay strong in 2008, according to Merrill Lynch analyst Mike Jalonen. He is also predicting good things for gold equities, which faced brutal cost challenges last year. More >

Oil Price and Gold Price: What's the Connection?
Source: Seeking Alpha��(1/8/08)
Despite gold’s recent ascent above $860 per ounce, UBS noted that the current ratio is relatively low on a historical basis at 8.8x. So if oil remains near or above $100 this year, and the gold/oil ratio gets closer to its 10x long-term average, UBS thinks gold could move up toward $1000 per ounce. More >

The World's Sexiest Gold Stocks
Source: Mineweb.com��(1/8/08)
In recent weeks, the biggest gold "stock" of size that has consistently outperformed the global universe of gold stocks does not mine gold: it's the world's biggest gold bullion ETF (exchange traded fund), Streettracks (GLD US, $86.30 a unit), which boasts a value of more than $17 billion. More >

Merrill Lynch Analyst Sees Spot Gold Averaging $750/oz. in '08
Source: Dow Jones Newswires��(1/7/08)
In a report released to news media Monday, Merrill Lynch analyst Michael Jalonen also forecast silver prices averaging $14 an ounce this year More >

WSJ Report on GLD's Rising Gold Holdings
Source: Tim Iacono, Seeking Alpha��(1/7/08)
The most-active gold ETF -- called streetTracks Gold Shares, trading under the ticker GLD -- now averages about eight million shares a day in turnover, more even than Google Inc.'s shares, which change hands less than seven million times a day on average. More >