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 >

Rare Earth Juniors Have a Five-Year Window: John Kaiser
Source: JT Long of The Critical Metals Report  (4/24/12)
John Kaiser, editor of Kaiser Research Online, sees 2015–2020 as a critical time for rare earth projects. Any later, he argues, and companies who have not reached production will be out of the game. In this exclusive Critical Metals Report interview, he profiles promising juniors in the space with the "full spectrum" of rare earth deposits and details how end-users like Toyota are leapfrogging the market to secure the elements they need most. 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 >

Large-Cap Miners Underperforming Juniors and Silver Stocks
Source: Jordan Roy-Byrne, The Daily Gold  (4/24/12)
"During a bull market's final phase, it experiences widespread participation, increasing valuations and increasing speculation. The current relative strength in the speculative areas of the sector (juniors and silver stocks) is a harbinger of things to come." 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 >

Bullion Refiners Stocking Up for Europe
Source: Ben Traynor, BullionVault  (4/23/12)
"Gold bullion refiners have been stocking up on small gold bars popular with European gold buyers in preparation for an escalation in the Eurozone crisis." More >

Weighing the Evidence of Oil and Gold Stocks
Source: Frank Holmes, U.S. Global Investors  (4/23/12)
"Today's extreme divergence in oil and gold stocks and their underlying commodities presents a rare opportunity: What these stocks need now are investors to take advantage of it." More >

How to Speculate Your Way to Success: Doug Casey
Source: JT Long of The Gold Report  (4/20/12)
So far, 2012 has been a banner year for the stock market, which recently closed the books on its best first quarter in 14 years. But Casey Research Chairman Doug Casey insists that time is running out on the ticking time bombs. Next week when Casey Research's spring summit gets underway, Casey will open the first general session addressing the question of whether the inevitable is now imminent. In another exclusive interview with The Gold Report, Casey tells us that he foresees extreme volatility "as the titanic forces of inflation and deflation fight with each other" and a forced shift to speculation to either protect or build wealth. More >

Gold Needs to Reclaim $1,700/oz for Renewed Buying
Source: Ben Traynor, BullionVault  (4/20/12)
"We would expect liquidation selling of gold below $1,600/oz. We do not see fresh buying emerge until we can reclaim the $1,700/oz level." More >

China's Commodities Drag
Source: Adam Hamilton, Zeal Intelligence  (4/20/12)
"The bottom line is irrational China fears have indeed been a drag on commodities in recent months." More >

Gold and Silver Miners Put Real Money Where Their Mouths Are
Source: Eric McWhinnie, Wall St. Cheat Sheet  (4/20/12)
"While it may appear to be all doom and gloom in the mining stocks, the companies themselves are signaling better days ahead." More >

Mining Welcomes Canada's Planned 'One Project, One-Review' Permitting Process
Source: Dorothy Kosich, Mineweb  (4/19/12)
"The Harper government's plan to streamline major project review at the federal level, while leaving smaller project permitting to provincial regulators is garnering support from the Canadian mining and energy industries." More >

QE3 and the Looming Danger of Currency Wars
Source: MarketWatch, Michael Casey  (4/19/12)
"If Fed officials' assurances of continued support for the U.S. recovery have released feel-good endorphins among wishful thinkers on Wall Street, their subtle admissions that QE3 is not off the table may equally have sent central bankers of emerging market countries into a cold sweat." More >

What's Up with Dr. Copper?
Source: ZeroHedge  (4/19/12)
"Copper will need to reverse from the current levels and investors will need to embrace that risk." More >

A Return to the Gold Standard or Gold Behind Currencies, Part 4
Source: Julian Phillips, Gold Forecaster  (4/19/12)
"Gold is money when nothing else is, particularly at the government level. If a national currency collapses, the gold in the nation's central bank does not." More >