Finding Value in Gold Stocks
Source: Boris Sobolev, Seeking Alpha  (10/25/07)
The ratio between Exploration I and HUI indices is highly volatile and cyclical. We believe that it has set a long term low and is now on its way for a strong rebound. Exploration I stocks almost always rally in the later stage of the sector upturn. This means that this is the right time to establish positions in quality junior exploration and development companies and reap big rewards. More >

What's Gold's Next Move: Correction or $1000?
Source: Jason Hamlin, Seeking Alpha  (10/24/07)
Even if we are due for a mini-consolidation as occurred last time, it would not be expected to last more than 2 months, and fluctuate 5% in either direction throughout the consolidation period. More >

Gold Rises After Biggest Drop in Almost 3 Weeks; Silver Gains
Source: Bloomberg  (10/23/07)
"Gold's move yesterday was a bit overdone," said Jonathan Barratt, managing director of Commodity Broking Services in Sydney. Demand for gold as an investment underpinned bullion at around the $746 level, he said. More >

Gold Continues Higher as Dollar Slips Further
Source: Thomson Financial  (10/23/07)
"Gold prices recovered at least half of yesterday's net losses...as the US dollar moved lower once again. A recovery and stabilization of global equity markets helped matters for bullion," said Kitco analyst Jon Nadler. More >

European Central Banks Stay the Course on Gold Sales
Source: resourceinvestor.com  (10/23/07)
Thus far in the third agreement year, which started on September 27, Eurosystem signatories have reported sales of 22.7 tonnes. Weekly sales have averaged 7.5 tonnes in three weeks, in comparison with 6.7 tonnes per week last year. More >

BMO raises 2008-09 Gold Price Forecasts
Source: Mineweb.com  (10/22/07)
BMO Capital Markets has increased its 2008 and 2009 gold price forecasts to $800/oz, as well as raising the long-term forecast to $600/oz. More >

Gold Stocks: The Higher They Climb...
Source: Mineweb.com  (10/22/07)
On Monday, 38 selected Toronto-listed gold stock juniors were trading at an average of 28% off 12-month highs. More >

Selling Long, Going Short and Buying Gold
Source: Thomas Kelly, Seeking Alpha  (10/21/07)
...let’s get down to where I am really putting my money–gold. I think we are on the verge of an incredible bull market for gold, based on the fact that the Fed has to cut rates in order to assure the sanctity of the banks... More >

Gold: A Pause for Thought
Source: Mineweb.com  (10/21/07)
The big question facing the gold investor now is has the metal price moved too far too fast. The emphatic answer from the gold bugs is no, but they have been wrong before. More >

Steven Hochberg, Elliott Wave International, Challenges Some Common Assumptions About Gold
Source: The Gold Report  (10/19/07)
Steven Hochberg, Chief Market Analyst for Elliott Wave International, tackles the tough questions about gold's role as a safe haven and its up-and-down relationship with the dollar. More >

Too Big for Gold and Too Big to Handle: Major Funds Dominate the Global Economy
Source: Julian D.W. Phillips, Gold Forecaster - Global Watch  (10/19/07)
...While the gold market is just too small at the moment and will be until several noughts are added to the $ gold price, it cannot provide any protection for these monsters of money, but it is a place to protect yourself, if you are an individual or smaller institution... More >

What’s Going On With Gold?
Source: David Galland, Casey Research  (10/18/07)
Watching the closely correlated moves between gold and the broader stock market in the early days of the crisis had us wondering just when it would be that other purportedly intelligent market observers would figure out the nature of the Fed’s dilemma, and the inevitable implications of same. To wit, that when push came to shove, the Fed would almost certainly sacrifice the dollar. More >

Ron Miller's Portfolio Action Update
Source: Ron Miller, Morgan Keegan  (10/18/07)
I believe that the key for the precious metals market continued bullish trend is that the XAU holds above the breakout level of 172, and, especially, that it does not drop below the bottom level of the recent sideways consolidation at 164. On balance, the Gold mining sector’s path of least resistance remains upward and we are back on double Green lights. More >

Gold Up on Dollar
Source: Dow Jones Newswires  (10/18/07)
Today's meeting of the G7 finance ministers and central bankers could dictate the near-term direction for the dollar and thus gold, said Peter Grandich, analyst and publisher of the "Grandich Letter." More >

Gold Bugs: We Told You So...
Source: MarketWatch  (10/18/07)
...Gold has been removed from U.S. Treasury vaults and placed on deposit, presumably in the couple of bullion banks the Treasury has selected to assist with its gold price-capping efforts. Gold placed on deposit gets loaned out by these bullion banks, and then sold into the spot market to try capping the gold price... More >

Gold Rises to 27-Year High on Record Oil; Silver Advances
Source: Bloomberg  (10/16/07)
"The ETFs are actually driving the gold price because there's so much money going into ETFs," said David Hall, an analyst at the brokerage in Johannesburg. "If oil goes up, then you often see the gold price go up." More >

Retail Gold Demand Up Despite High Prices
Source: Reuters  (10/16/07)
India's retail gold demand picked up on Tuesday as consumers embraced festive season shopping despite high prices, but wholesale gold demand was negligible on firm international prices. More >

Gold Retreats Back Below $760 US After Rushing to Fresh 28-Year High
Source: Thomson Financial  (10/16/07)
Gold retreated below 760 usd after rushing to a fresh 28-year high earlier as geopolitical tensions between Turkey and Kurdish rebels attracted safe haven buying and inflationary hedging against record oil prices. More >

Where Is Gold Headed Next?
Source: Boris Sobolev, Seeking Alpha  (10/16/07)
...Big money continued to flow into the Street TRACKS ETF (GLD), which added 15 tonnes in two weeks for a total of 593 tonnes. More >

Will Gold Stocks Correct Next Week?
Source: Sam Kirtley, Seeking Alpha  (10/16/07)
...many gold stocks look overbought and we have sold a proportion of our holdings, although we have maintained a significant core position, in anticipation of a correction across the board in precious metals. More >

It's Time to Own Tangibles
Source: Jeffrey Saut, Seeking Alpha  (10/16/07)
For more than five years we have opined that EVERY portfolio should have at least a 3% weighting in precious metals, or a mutual fund that plays to precious metals. Despite that mantra, the preponderance of accounts continue to shun gold, which has risen more than 200% over that timeframe... More >

Gold Stocks Take Pain
Source: Mineweb.com  (10/16/07)
While the further rise in gold bullion over the past two months has apparently confirmed a protracted bull market for the metal, investors have shown a reluctance to invest in gold stocks generally, with serious interest confined to a handful of leading Tier I gold stocks, along with a highly selected list of stocks outside that category. More >

Once More Into the Breach for Gold
Source: Mineweb.com  (10/15/07)
...If we start seeing competitive devaluations in other currencies that could lead to some probably unwarranted dollar strength (although likely to be temporary) and the recent pattern has seen gold fall on dollar strength. But most analysts would currently recommend buying on weakness as the feeling is that the overall trend continues to be upwards. More >

Coxe: Currency Devaluation Could Send Gold, Gold Shares to New Highs
Source: Mineweb.com  (10/15/07)
In his October 11, 2007, Basic Points report, Coxe speculates that, if the dollar continues to depreciate, forcing the Fed to take certain actions, gold and gold shares "should go to new all-time highs." More >

Twilight of Gold? Not Yet.
Source: Hard Assets Investor, Seeking Alpha  (10/15/07)
...if deciding to Buy Gold feels at all hard today, it might suggest the top of this market remains a long way off yet... More >