Gold Stocks Complete First Major Bottom Since 2008
Source: Jordan Roy-Byrne, The Daily Gold  (1/5/12)
"In 2011 the gold equities did not crash. They merely digested and consolidated the massive recovery gains from 2009 and 2010. This persistent consolidation has left many scared, frustrated and distrustful of the sector at precisely the wrong time." More >

Why Has Gold Been Down?
Source: Jeff Clark, Casey Research  (1/5/12)
"Stay the course with your precious metals investments, no matter how the short-term picture looks. Gold stocks remain undervalued, and these are turbulent times. They appear to be far from over. Gold remains the #1 asset protector." More >

Why Rising Debt Will Lead to $10,000 Gold
Source: Nick Barisheff, Bullion Management Group  (1/5/12)
"We may not be able to heal the global economic problems of government debt, but individuals can protect and even increase their wealth through gold ownership." More >

Go to Market, Not the Vault, for Gold Bargains: David Baker
Source: Brian Sylvester of The Gold Report   (1/4/12)
Baker Steel Capital trades on its analysts' "intellectual capital and technical expertise" when it comes to knowing when and where to invest. Right now, its funds favor equities over the physical gold market. The lion's share of those equities are companies exploring and producing in Africa, where careful risk management can bring high returns, says Baker Steel Capital Managing Partner David Baker in this exclusive Gold Report interview. More >

Weak Dollar and Physical Demand Could Support Gold
Source: Ben Traynor, BullionVault  (1/4/12)
"'Gold may not be a safe haven in financial turmoil,but it does seem to function as a safe haven against real-world geopolitical risks.'" More >

Significant News for Ucore
Source: Jeb Handwerger, Gold Stock Trades  (1/4/12)
"'On this announcement, the stock has risen 13% on above average volume.'" More >

New Rare Earth Metal Deposits in 2012: Jon Hykawy
Source: Brian Sylvester of The Critical Metals Report  (1/3/12)
China's tight grip on rare earth elements supply may loosen as other deposits around the world come to fruition in 2012. In this exclusive interview with The Critical Metals Report, Jon Hykawy, head of global research with investment bank Byron Capital Markets, discusses the supply and demand fundamentals that are driving his predictions for the New Year. More >

Dr. Copper Heading Back to School
Source: Geoff Candy, Mineweb  (1/3/12)
"When combined with the financialization of the market and the increased usage of other materials to replace the red metal, the murky nature of Chinese copper demand means the metal's honorary doctorate should probably be rescinded for the time being." More >

Gold and Silver Surge in First Trading Session of 2012
Source: Eric McWhinnie, Wall St. Cheat Sheet  (1/3/12)
"In addition to uncertainty in Iran, gold continued to edge higher after the most recent Federal Reserve announcement. The central bank announced it will begin to publish policymakers' projections for its benchmark interest rate on overnight loans, and when officials expect the first rise to occur." More >

Gold Price Forecast 2012: The Impetus for the Mania Phase in Gold
Source: Hubert Moolman  (1/3/12)
"A falling dow, with weak economic conditions, will be the impetus for the next massive rally in gold, just like it was in previous bull markets. A falling and/or weak Dow will in some way represent the diverting of value from stocks to gold." More >

2012: The Recognition of the Age of Critical Technology Materials
Source: Jack Lifton, Resource Investor  (1/2/12)
"The rare earths supply frenzy has exposed an irreversible shift in the demand/supply picture for all technology materials." More >

China's Future Deconstructed: Holmes vs. Chang
Source: JT Long of The Gold Report  (12/30/11)
China has become the $5.88 trillion question in the world financial equation for 2012. In an attempt to gauge the direction of this economic elephant, Cambridge House International is asking two China experts to debate the health of the second-largest economy at the Vancouver Resource Investment Conference January 22. We called the two speakers for a preview of the tactics they will take in this epic debate. More >

Gold Records 11th Annual Gain, Ends 2011 Up 11%
Source: Adrian Ash, Bullion Vault  (12/30/11)
"The price of physical gold crept higher early Friday, recovering half of this week's 5% loss to near six-month lows as the euro rallied from 12-month lows and world stock markets held flat." More >

Gold's D-Wave Confirmed
Source: Toby Connor, Gold Scents  (12/29/11)
"The combination of the dollar rally out of its three-year cycle low, gold's yearly cycle low and a D-Wave decline are going to produce a very sharp correction in the gold bull market." More >

Dangerous Rare Earth Supply Risk
Source: Ian Cooper, Wealth Daily  (12/29/11)
"The U.S. Department of Energy just warned rare earth supplies are facing some of their most critical supply levels. If things don't improve, many of our greatest technological advancements could start disappearing from store shelves." More >

Time to Buy the Rare Earth Metals ETF (REMX)?
Source: Eric Dutram, Zacks Investment Research  (12/29/11)
"While demand is slack right now, the incredible importance of the materials in this space and their wide range of applications ensures that they will always see a decent level of buying." More >

Indian Jewelers Reduce Gold Content to Lift Sales
Source: Shivom Seth, Mineweb  (12/29/11)
"Jewelers have resorted to reducing the gold content in jewelry pieces and replacing it with diamonds or other precious stones." More >

Market Looks Poised to Reverse Hard to Downside Within Days
Source: David Banister, The Market Trend Forecast  (12/29/11)
"The patterns that I am seeing are based on crowd behavioral 'Elliott Wave' analysis that now favors a 70% probability of a bearish decline beginning very shortly to the 1150s area on the S&P 500 index." More >

First Round Chinese Rare Earth Quota Allocations for 2012
Source: Gareth Hatch, Resource Investor  (12/29/11)
"Before we get into more specifics with the numbers, it is important to note that this announcement was unusual for three reasons. . ." More >

Sell Gold Now or Will It Outperform Again in 2012?
Source: Julian Phillips, Gold Forecaster  (12/29/11)
"Investors have been used to prices falling for fundamental or technical analysis reasons, but the phenomenon that we first saw in 2007/2008 reared its ugly head again: Investor Meltdown." More >

Don't Let Short-Term Volatility Inform Investment Decisions: James West
Source: Brian Sylvester of The Gold Report   (12/28/11)
James West isn't interested in timing the precious metals market—that's a good way to end up butchering perfectly good investments. As the editor of The Midas Letter and portfolio advisor of the Midas Letter Opportunity Fund, West doesn't even check the daily trading of the stocks he's following. He's more interested in making sure companies meet their long-term goals so he and his investors can cash out in the black. In this exclusive Gold Report interview, West reveals some little-known names that he's watching to be the next big winners. More >

Precious Metals Catch Up with Indian Slump
Source: Adrian Ash, BullionVault  (12/28/11)
"London dealers returning to work caught up with a 1.4% drop for the week so far, plus news of falling industrial output in Japan, seasonally low jewelry demand in India and a new edict from China banning all non-official gold trading exchanges." More >

Platinum: Fire Sale on the Rich Man's Gold
Source: John Lee  (12/28/11)
"Historically, the price of platinum runs in tandem with the precious metals group (gold, silver, platinum and palladium). However, as platinum is less liquid and has a smaller investor set, it is much more volatile both on the upside and downside compared to gold." More >

U.S. Dollar Replaced by China, Japan: Positive for Gold
Source: Julian Phillips, The Gold Forecaster  (12/28/11)
"As time passes, the process of the internationalization of the yuan will primarily be at the expense of the dollar." More >

Top 10 Commentaries of 2011
Source: Frank Holmes, U.S. Global Investors  (12/28/11)
"This week I thought we'd take a moment to reflect on the eventful year it's been for natural resources." More >