The strength of the dollar and weakness in the price of oil have greatly and negatively affected the prices of all metals in U.S. dollars. There's a lot of shorting going on in the commodity markets today, but supply and demand will win in the end, and the paper market will follow the bullion market. Investors should be looking for companies with good management, good projects and lots of cash on the balance sheet. Money managers Doug Loud and Jeff Mosseri of Greystone Asset Management LLC have some simple advice for gold investors: Relax. Supply and demand will reassert its reign quite soon, and when that time comes, both gold and gold equities will appreciate quickly and significantly from their current levels. In this interview with The Gold Report, they highlight several producers and explorers with the management, cash and projects needed to spring forward when the market turns. More