Physical Demand Will Determine Support for Gold
Source: Ben Traynor, BullionVault  (12/19/11)
"Wholesale market gold bullion prices rose to $1,607/oz Monday lunchtime in London, 0.5% up from last Friday's close, while European stocks and commodities were broadly flat and government bond prices eased." More >

Sprott's Call for Silver Reinvestment Could Lead to 70% Dividends
Source: Peter Krauth, Money Morning  (12/19/11)
"If you ever see a silver or gold miner innovative enough to introduce a 'dividend in kind,' make sure you pay close attention. That company could well be worth its weight in gold. . .or silver." More >

Are Investors Taking Advantage of Lower Gold Prices?
Source: Eric McWhinnie, Wall St. Cheat Sheet  (12/19/11)
"Many investors viewed the pullback in precious metals last week as a another buying opportunity in the gold bull market." More >

M&A Opportunities Abound: Michael Gray and Shawn Campbell
Source: Brian Sylvester of The Gold Report   (12/16/11)
Junior explorers may be underperforming the gold price this year, but Macquarie Capital Markets Equity Analyst Michael Gray is finding opportunities for mergers and acquisitions within the precious metals space. In this exclusive interview with The Gold Report, Gray and Research Associate Shawn Campbell talk about the technical aspects that are making a number of juniors attractive targets. More >

Physical Demand Huge as Gold Touches $1,600/oz, but Bears in Driver's Seat
Source: Ben Traynor, BullionVault  (12/16/11)
"'The problems in Europe have not been solved; buying will come back and we will see higher prices because of a lack of confidence in the financial system.'" More >

Stock Market Report: For What It's Worth!
Source: Guiseppe Borelli, The Unpunctured Cycle  (12/16/11)
"You have significant problems in Europe, the U.S., Japan and China. All the excesses of the past are coming due. It's due in Europe today, due in Japan tomorrow and due in the U.S. the next day." More >

America's Energy Pipeline Dreams
Source: Marin Katusa, Casey Research  (12/16/11)
"From the heated nature of the Keystone XL debate, one could be forgiven for thinking that long, high-volume pipelines are something new to America. In truth, there are now over one million kilometers of oil and gas pipelines crisscrossing the United States." More >

Europe's Struggles Are a Warning for Alternative Energy Investors
Source: Kent Moors, Money Morning  (12/16/11)
"Yes, a transition to non-fossil fuels would improve environmental prospects and may help markets like the U.S. become less reliant on imports. But such moves have large price tags." More >

Canadian Oil to Support Market Growth: Bill Bonner
Source: George Mack of The Energy Report  (12/15/11)
As developing countries increase their energy consumption, the oil and gas sector will continue to grow, powered by Canadian companies feeding global demand. In this exclusive interview with The Energy Report, President and Portfolio Manager Bill Bonner of Brickburn Asset Management in Alberta reveals several energy companies with maximum production and growth potential. More >

Bargain Time in Gold and Silver
Source: Jeb Handwerger  (12/15/11)
"Precious metals and the miners are underperforming the U.S. dollar and long term treasuries and have made a bearish technical turn momentarily. However, our gold and silver selections are pulling back in a volatile correction and may soon be reaching support levels as silver and the miners test their 2011 low and gold pulls back to its July 2011 breakout after making record gains in both 2009 and 2010." More >

The Changing Nature of Global Gas Projects
Source: Kent Moors, Money Morning  (12/14/11)
"The age of 'spot' market prices in the gas sector is rapidly approaching, and it's about to change the way the markets operate for everyone involved. Thus, it's increasingly necessary to estimate worldwide gas prospects in order to determine effective price levels." More >

Balancing Small Silver with Big Payoffs: David Morgan
Source: Brian Sylvester of The Gold Report   (12/14/11)
David Morgan, publisher of Silver Investor, likes the balanced risk and growth that midtier companies provide, but even he can't resist the pull of having a speculative pick pay off. In this exclusive interview with The Gold Report, Morgan talks about the tenets he lives by when investing in mining companies, be they small-cap or midtier or billion dollar companies. More >

200-Day Average Highly Significant for Gold as Liquidation & Caution Drive New 7-Week Low
Source: Adrian Ash, Bullion Vault  (12/14/11)
"Dollar investors saw the price to buy gold dip below $1,624/oz, down over 5% from last weekend, as copper prices sank to a 2-week low and silver prices fell to their lowest point in 10 weeks, dropping through the $30/oz-level first seen in November 2010." More >

Gold Also Glitters During Deflations
Source: American Institute for Economic Research  (12/14/11)
"AIER analysis: Gold's purchasing power increased by an average of 31% across 15 deflationary periods." More >

Australian Uranium Exports to India Gather Steam
Source: Shivom Seth, Mineweb  (12/14/11)
"With the Australian governing Labor party having voted to overturn its long-standing ban on exporting uranium to India, the nation's strategic ties with India are set to benefit." More >

The ABCs of Re-hypothecation in Gold and Securities Markets
Source: Kevin Brekke, Casey Research  (12/14/11)
"Re-hypothecation is when a broker reuses customer-pledged collateral to back the broker's own trades and borrowings. Using the same collateral to support two separate borrowing transactions is obviously a risky tactic." More >

Rare Earth Mining Innovations: Anthony Mariano
Source: Sally Lowder of The Critical Metals Report  (12/13/11)
The worldwide hunt for new sources of critical metals has some miners hitting the beach, tapping sand and river placer deposits in search of naturally processed minerals. In this exclusive interview with The Critical Metals Report, internationally renowned scientist and rare earth expert Anthony Mariano discusses several innovative projects that could shift the direction of the rare earth industry. More >

The Uranium Industry Is Alive and Well: David Talbot
Source: George Mack of The Energy Report  (12/13/11)
The Fukushima disaster cast a shadow on the uranium mining industry, but Dundee Capital Markets Vice President and Senior Mining Analyst David A. Talbot sees very strong fundamentals, especially in the absence of substitutes for nuclear generation. Such a premise suggests that uranium use will rise with growing populations and needs. In this exclusive interview with The Energy Report, Talbot lays out the demand picture in detail and shares the names of his best uranium mining ideas. More >

Major U.S. Land Sale Offers a New Approach for Nevada Mining, Geothermal Development
Source: Dorothy Kosich, Mineweb  (12/13/11)
"A huge swath of privately owned land and mineral rights along the main highway corridor serving Nevada's major mining districts is now being marketed to both major and junior mining companies by a single landowner focused on mining and geothermal leases and development." More >

Why the Smart Guys Are Buying Uranium Miners
Source: Jeb Handwerger, Gold Stock Trades  (12/13/11)
"Russia and the U.S. have reached an agreement of safe, compact, economically viable development of the nuclear (NLR) industry globally. Our ongoing faith in nuclear energy's future continues to be upheld." More >

Gold Could Correct Under $1,600/oz
Source: Nu Yu, Resource Investor  (12/13/11)
"The time has come to re-reevaluate the fundamentals, reality and risks for gold and silver." More >

Gold Stocks: Still a Bargain
Source: Jeff Clark, Casey Research  (12/13/11)
"Gold has doubled in price over the past three years while costs have not kept up, dramatically increasing the intrinsic value of a reasonably well-run gold producer." More >

Are Central or Commercial Banks Lending or Selling Gold?
Source: Julian Phillips, The Gold Forecaster  (12/13/11)
"The big feature of last week’s decline in the gold price has been the lending of gold into the market. Commercial banks could have been doing it, but there is evidence in the past that central banks have leased gold to cap the gold price and bring it down." More >

US Real Interest Rates Indicate Gold Slightly Undervalued
Source: Sam Kirtley, SK Options Trading  (12/13/11)
"We see little downside in gold looking forward. More than likely we will see a rally in the coming months as a result of U.S. real rates dropping." More >

Year-End Buying Opportunities Abound in Mining Stocks: Louis James
Source: Zig Lambo of The Gold Report  (12/12/11)
Christmas sales are not just for retail shoppers. Tax selling season is here, and one man's stock loss may be another man's super bargain opportunity. In this exclusive interview with The Gold Report, Casey Research Master of Metals Louis James talks about year-end investment strategies in the current market environment, factors to consider next year as the global economic situation may affect precious metals and mining stocks and some of his current year-end favorites. More >