Bernanke Has Broken the Dollar Rally
Source: Toby Connor, GoldScents  (5/1/12)
"So far all of the pieces are starting to fall in place to initiate the very early stages of what I think will eventually become another huge momentum move similar to what happened in silver and gold last year." More >

A Defensive Portfolio Is the Best Offense: Paolo Lostritto
Source: Brian Sylvester of The Gold Report  (4/30/12)
Paolo Lostritto, mining equity research analyst with National Bank Financial, attributes development companies' current struggles to both the recent trend for capital and operating cost increases and to the European sovereign debt crisis. But there are opportunities as long as investors look for companies with free-cash-flow growth and solid balance sheets. In this exclusive Gold Report interview, Lostritto shares some names of companies that have these attributes. More >

Dollar's Slide Fuels QE Speculation
Source: Ben Traynor, BullionVault  (4/30/12)
"The dollar's slide was compounded on Friday after preliminary gross domestic product data showed the U.S. economy had slowed by more than expected in Q112, leading to speculation that the Fed might embark on a third round of quantitative easing." More >

A Return to Real Money
Source: Rick Mills, Ahead of the Herd  (4/30/12)
"There is no doubt that the Fed is, first and foremost, looking out for the special interests of its shareholders, the banks, insurance companies and securities firms." More >

Europe's Gold Miners Getting Their Hands Dirty Again
Source: Geoff Candy, Mineweb  (4/30/12)
"With the entire Eurozone feeling the pinch of austerity measures and jobs in scarce supply, put-upon politicians are looking increasingly favorably on industries that can provide employment, including mining." More >

Do Central Banks Still Love Gold?
Source: Eric McWhinnie, Wall St. Cheat Sheet  (4/28/12)
"Central banks around the world continue to prepare for currency devaluations by purchasing gold." More >

Invest in Africa Now: Nana Sangmuah
Source: Brian Sylvester of The Gold Report  (4/27/12)
Last year, Africa was the region that witnessed the strongest growth in gold-mining operations. In an exclusive interview with The Gold Report, Nana Sangmuah, managing director of research with Toronto-based Clarus Securities, expects that trend to continue and suggests some immediate smart investments in Ghana, Mali, Liberia and the Democratic Republic of the Congo. More >

US House Bill Aims to Reduce Permitting Process
Source: Dorothy Kosich, Mineweb  (4/27/12)
"'In a world in which the competition for mineral resources is increasingly fierce, America can no longer afford to benignly neglect a permitting process that stalls investment-threatening raw materials shortages and downstream economic activity,' National Mining Association CEO Hal Quinn told a House subcommittee." More >

Yukon, Nunavut Witness High Growth in 2011
Source: Canadian Press  (4/27/12)
"The Yukon saw 5.6% growth amid record levels for gold and silver exploration. In Nunavut, where output of gold and silver ore mining increased for a second consecutive year, GDP rose 7.7%." More >

Gold's Delicate Balancing Act
Source: Scott Wright, Zeal Intelligence Newsletter  (4/27/12)
"One big factor that has radically altered gold's supply cadence is an actual loss of one of its major sources. Just in the last couple years gold supply from central-bank sales has completely dried up. In fact, the CBs have since become substantial net buyers of the metal." More >

Three Words Sum Up Recent Markets
Source: Frank Holmes, U.S. Global Investors  (4/27/12)
"Market behavior over the past few months can be summed up in three words: China, Gold and Apathy." More >

Fed Crystal Ball: Clear or Cloudy?
Source: Kevin Cook, Zacks Investment Research  (4/27/12)
"To many, the Federal Reserve and its monetary policies seem mysterious and ill-defined. How do they decide on a policy that sees the necessity for near-zero interest rates for the next two years?" More >

Gold & Silver: Ben Bernanke Overshadows FOMC Minutes
Source: Eric McWhinnie, Wall St. Cheat Sheet  (4/26/12)
"Some may attribute the stable inflation outlook as a bearish signal for precious metals, but this could actually provide the Federal Reserve with more room to provide further easing, despite the option being labeled as 'off the table' by some observers." More >

Gold, Recession and Why Britain Is Winning the Currency War
Source: Ben Traynor, BullionVault  (4/26/12)
"One way of looking at gold's long-run price behavior is to view it not as a commodity, but as a currency. Gold's bull market over the last decade or so can thus be viewed as one currency (gold) gaining value against its central bank-issued counterparts." More >

Gold Reacts to Fed
Source: Guiseppi Borelli, The Unpunctured Cycle  (4/26/12)
"More than likely, gold's next line of defense will be at $1,671/oz and good support will be down at $1,640/oz, as gold works its way higher in spite of the price suppression." More >

Equities Will Catch Up to Higher Gold Price: Matt Badiali
Source: Brian Sylvester of The Gold Report   (4/25/12)
Ongoing inflation pressures and China's investments in the African gold supply chain point to a higher gold price, according to Matt Badiali of Stansberry & Associates. Bullion in all its forms belongs in every portfolio and when it comes to equities, investors have their choice of business models—dividend payers, prospect generators and royalty companies. In this exclusive Gold Report interview, Badiali outlines companies whose equities should catch up to the higher gold price. More >

Gold Stocks: Where Is the Bottom?
Source: Ron Hera, Hera Research Newsletter  (4/25/12)
"The share prices of gold and silver mining companies achieving consistent growth can be expected to rebound vigorously when confidence in metals prices firms." More >

Gold's B-Wave Bottom
Source: Toby Connor, GoldScents  (4/25/12)
"I think the next momentum move is about to begin in the sector most overlooked and least expected by investors: the mining stocks." More >

Is This the End of the Consolidation in Gold, Silver and the Miners?
Source: Jeb Handwerger, Gold Stock Trades  (4/25/12)
"We are actually near a bottom in precious metals and miners. A turnaround should be coming sooner rather than later." More >

A Return to the Gold Standard or Gold Behind Currencies, Part 5
Source: Julian Phillips,Gold Forecaster  (4/25/12)
"A gold swap allows the lender of currency to benefit from greatly reduced credit risk, as the gold can be held in an allocated account, usually at the Bank of England via the B.I.S. The currency deposit is secured with this gold throughout the life of the deposit." More >

Why Rick Rule Is Excited About This Gold Market
Source: Rick Rule, Casey Research  (4/24/12)
"After a reasonably long period of sustained and occasionally dramatic escalations, commodity markets in general and precious metals markets in particular have declined. This is normal and healthy behavior, even if it is uncomfortable for some market participants." More >

Golv Vs. Fiat Currencies
Source: Eric McWhinnie, Wall St. Cheat Sheet  (4/24/12)
"It was a challenging quarter for gold due to a pullback in March, but gold prices still finished 8.6% higher to reach $1,662.50/oz by the end of the quarter. Furthermore, gold continues to perform well against all fiat currencies." More >

Gold and Silver Enter Period of Low Volatility and Disinterest
Source: Jordan Roy-Byrne, The Daily Gold  (4/24/12)
"It appears that gold and silver could have a few more months of consolidation before the next big move can develop. Summer is naturally a period of low volatility when these metals make lows, so be patient and keep your eyes out for bargains and a potential final low in the summer." More >

Indicators Predict Gold Trend to Continue: John LaForge
Source: Zig Lambo of The Gold Report  (4/23/12)
Many forces influence the gold markets today, sometimes producing confusing indicators of what may lie ahead. In this exclusive interview with The Gold Report, John LaForge, commodity strategist at Ned Davis Research Inc., talks about the numerous and sometimes not-so-obvious factors that he considers in his research and how they influence the gold markets and, ultimately, mining shares. As long as there is no significant improvement in the world monetary situation and real interest rates don't rise dramatically, he believes the gold price trend remains positive and gold stocks should shine brighter. More >

Navigating Gold Equities During the Weakest Quarter: Barry Allan
Source: Brian Sylvester of The Gold Report  (4/23/12)
Barry Allan, vice chairman of Mackie Research Capital Corp.'s mining group, is guarded about gold equities from March to May, statistically the weakest period. However, Allan remains bullish on gold stocks through the end of the year and has Buy recommendations on more than 70% of his coverage universe. In this exclusive interview with The Gold Report, Allan points to where he's finding value during this period of seasonal weakness. More >