May 11, 2008
In Defense of Gold
Silver Still Dependent on Gold for Upside, But Fundamentals Strong
For the market as a whole, investment thus remains the most interesting element, with investor activity the main driver of silver's high and volatile price in 2007, and expectations for gold prices were an important consideration for silver investors. This is expected to remain the case during the rest of 2008 and despite the fact that investment is a relatively small component of the supply-demand balance... - Mineweb.com 05/07/2008
Sascha Opel: The Ultimate Currency That Will Survive All Times
As the former chief editor of the first newsletter about the German “Neuer Markt” (New Market), Sascha Opel brings a distinctive outlook to the precious metals market. Today his company, Orsus Consult GmbH, publishes one of the most popular German newsletters on commodities and junior mining and exploration. In this Streetwise Exclusive, Sascha gives us his thoughts on the outlook for gold and some of his top picks. - The Gold Report 05/09/2008
Why the Bull Market Is Far from Over
Some talk of the end of the credit crunch. Some say that the gold bull market has suffered severe damage, which will affect its long-term prospects. If we were to accept these statements then it would appear that the gold ‘bull’ market is over. But are these statements acceptable and do they reflect the true picture underlying the gold [and silver] markets? - Julian D.W. Phillips, Gold Forecaster - Global Watch 05/09/2008
Those Stubborn Silver Investors
...Through April 30, silver's year-to-date gain was much more robust than gold's: 10.3% versus 0.7%. SLV's share base grew 23.4% as a result. And, from the top of silver's price trend at $20.92, from which a 16.3% decline ensued, the number of SLV shares actually grew 4.2%... - Brad Zigler, Seeking Alpha 05/07/2008
5-9-08 — Mike Berry, Ph.D. Morning Notes Today: Inflation is defintiely here. It may be reined in if the recession is long and deep but there is no certainty about that right now.
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