Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Wednesday, December 21, 2011
Gold "Does Not Offer Comfort in Liquidity Crunch", European Banks "Could Not Refuse" ECB's "Free Money" Offer / Commodities / Gold and Silver 2011
By: Ben_Traynor
U.S. DOLLAR gold bullion prices dropped to $1609 an ounce Wednesday lunchtime in London – 1.9% down from the high for the week so far, set less than three hours earlier.
Stocks and commodities also traded lower following an announcement by the European Central Bank about its latest liquidity operation.
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Wednesday, December 21, 2011
Gold Outlook 2012 – Positive Fundamentals Remain and Crucial Diversification / Commodities / Gold and Silver 2012
By: GoldCore
• Introduction – Gold in 2011
• Money Creating Central Banks May Push Gold to New Nominal Record in 2012
• Central Banks Will Continue To Be Net Buyers of Gold
• China Foreign Exchange Diversification Should Support Demand
Wednesday, December 21, 2011
Russian Oil Rig Disaster Reveals Growing Problem in Supply Access / Commodities / Crude Oil
By: Money_Morning
Dr. Kent Moors writes: Earlier this week, an oil platform sank off the Russian Pacific coast in frigid, stormy waters.
The Kolskaya had been stationed off far northeastern Russia, and capsized when engineers were moving the jack-up rig from ongoing drilling projects in the Sea of Okhotsk to the western coast of Sakhalin Island. Accounts from the 14 survivors mention waves in excess of 20 feet.
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Wednesday, December 21, 2011
Where Have All the Gold Bulls Gone? / Commodities / Gold and Silver 2011
By: Jason_Hamlin
Another correction has fallen upon precious metals and sentiment has turned extremely bearish in the past month. Mark Hulbert has reported that gold bugs are throwing in the towel, with his Hulbert Gold Newsletter Sentiment Index (HGNSI) hitting a record low of just 0.3%. This reading means that the average gold timer is essentially keeping all of his gold-oriented portfolio out of the market.
Wednesday, December 21, 2011
How to Profit from Peak Oil, Investor Opportunities of a Lifetime / Commodities / Oil Companies
By: The_Energy_Report
With resource stocks extraordinarily cheap, 321energy.com Founder Bob Moriarty calls them "an opportunity of a lifetime," in this exclusive interview with The Energy Report. However, investors need to steer clear of the dangers of derivatives. Moriarty explains how the hypothecation hobgoblins associated with these instruments can sneak up on investors and zero out accounts in a flash.
Wednesday, December 21, 2011
Investing vs. Speculating in Gold and Silver Stocks / Commodities / Gold & Silver Stocks
By: Jordan_Roy_Byrne
One thing that is intriguing about the precious metals sector is the vast composition of the companies in the sector. The entire equity sector can be divided in so many forms and ways. We can divide the gold and silver stocks, the producers and non producers, the explorers and the developers, the royalty companies and non-royalty companies as well as those making money and those not making money. To make money in this sector one really needs to have a plan and know what they are doing. Specifically, one needs to define an investment and a speculation.
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Tuesday, December 20, 2011
Gold, Are You Tempted to Sell, or Eager to Buy? / Commodities / Gold and Silver 2011
By: Jeff_Clark
Jeff Clark, Casey Research writes: It wasn't a fun week for gold. By the close on Friday, the metal was down 6.7% (based on London PM fix prices), the biggest weekly decline since September. It got downright irritating when the mainstream media seemingly rejoiced at gold's decline. Economist Nouriel Roubini poked fun at gold bugs in a Tweet. Über investor Dennis Gartman said he sold his holdings. CNBC ran an article proclaiming gold was no longer a safe-haven asset (talk about an overreaction).
Tuesday, December 20, 2011
Gold and the Permanent Global Financial Crisis First 5 Years / Commodities / Gold and Silver 2011
By: Adrian_Ash
Cheer up! This permanent state of emergency is doing a wonderful nothing to unwind the bubble...
SO 2012 will mark the fifth anniversary of the global financial crisis. There's little reason to think it's reached its end yet. Merry Christmas.
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Tuesday, December 20, 2011
Gold Could Be Weak but Volatile into End of Year / Commodities / Gold and Silver 2011
By: Ben_Traynor
SPOT MARKET gold prices climbed to $1608 an ounce Tuesday lunchtime in London – a 2.8% gain from last week's low – while stocks and commodities traded higher, with the exception of the FTSE in London which fell lower.
Silver prices rose to $29.51 per ounce – still 0.9% down on last week's close – while major government bond prices fell and the Euro gained amid signs of progress on the Eurozone crisis.
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Tuesday, December 20, 2011
Robust Demand for Gold Bullion in Europe, Middle East and China Again - Very Little Selling / Commodities / Gold and Silver 2011
By: GoldCore
Gold is trading at USD 1,604.2, EUR 1,227.90, GBP 1,026.40, CHF 1,495.0, JPY 124,984 and AUD 1,606.40 per ounce.
Gold’s London AM fix this morning was USD 1,593.00, GBP 1,028.34, and EUR 1,222.94 per ounce.
Yesterday's AM fix was USD 1,605.00, GBP 1,027.003 and EUR 1,227.91 per ounce.
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Tuesday, December 20, 2011
Goldrunner: Gold on the Cusp of $3,000+ Update / Commodities / Gold and Silver 2012
By: GoldRunner
Our work with Gold is based on a "Model" off the late 70's Gold Bull that has been replicating nicely since we started the Fractal Work with Gold back in 2002 and 2003. Short-term volatile moves in Gold, as we have seen over the past weeks, do not affect our projections based on the model, leaving the expectation of a move in Gold up to $3,000 into mid-year based intact as outline in our previous article entitled Gold Tsunami: on the Cusp of $3000+?
Tuesday, December 20, 2011
Are Investors Taking Advantage of Lower Gold Prices? / Commodities / Gold and Silver 2011
By: Eric_McWhinnie
Last week, gold futures climbed 1.3 percent on Friday, but still posted a 6.9 percent loss for the week. It was the biggest decline for gold in three months. Some were quick to announce the gold bull market dead, but many investors disagree. Furthermore, actual demand for physical precious metals continue to show strength.
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Monday, December 19, 2011
Striking Portfolio Balance with Gold Stocks / Commodities / Gold & Silver Stocks
By: Frank_Holmes
Gold stocks have historically ranked among some of the most volatile asset classes. Over any given one-year period, it is a non-event for gold stocks to move plus or minus 38 percent. This DNA of volatility is about three times that of gold bullion, which carries an annual volatility around 13 percent.
Despite this volatility, our research shows that investors can use gold stocks to enhance returns without adding risk to the portfolio.
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Monday, December 19, 2011
Gold Bull or Bear? / Commodities / Gold and Silver 2011
By: Tony_Caldaro
Gold did something this week it had not done in three years, and had done only twice before since the bull market began in 2001. It completely retraced an entire uptrend. Amazing as that should sound, and it is, as I have never seen this kind of bullish action ever before, there is one potential bearish implication. While 2011 has been a difficult year for the equity markets with a lot of volatility and uncertainly. Gold has just thrown its OEW count into the same ring of fire. Tough year!
Monday, December 19, 2011
Physical Demand "Will Determine Support for Gold" while Selloff was "Driven by Euro Weakness" / Commodities / Gold and Silver 2011
By: Ben_Traynor
WHOLESALE MARKET gold bullion prices rose to $1607 an ounce 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.
Silver bullion meantime rose to $29.36 per ounce just ahead of New York's open – 1.2% down on last week's close.
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Monday, December 19, 2011
Gold Price Forecasts 2012, Goldman $1,810, Barclays $2,000 and UBS $2,050 / Commodities / Gold and Silver 2012
By: GoldCore
Gold is trading at USD 1,592.0, EUR 1,223.30, GBP 1,028.00, CHF 1,491.0, JPY 124,067 and AUD 1,600.50 per ounce.
Gold’s London AM fix this morning was USD 1,593.00, GBP 1,028.34, and EUR 1,222.94 per ounce.
Friday's AM fix was USD 1,589.50, GBP 1,022.84 and EUR 1,218.94 per ounce.
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Monday, December 19, 2011
The Gold and Silver 70% Dividend / Commodities / Gold and Silver 2012
By: Money_Morning
Peter Krauth writes:
Lately, it seems billionaire precious metals investor Eric Sprott is grabbing headlines almost daily.
Sprott believes in silver and gold as money, and he has little faith in paper currencies.
That explains his recent acquisition of a chain of currency exchange outlets, which he aims to gradually build into the safest kind of bank - one that makes no loans, and could eventually offer gold- and silver-backed checking accounts.
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Monday, December 19, 2011
Implications of HSBC Gold Rehypothecation Lawsuit on Gold and Silver Prices / Commodities / Gold and Silver 2011
By: SilverDoctors
With less than an hour until gold and silver trading opens on the Globex, we will soon find out what, if any, HSBC's lawsuit against the MF Global trustee and Jason Fine has on gold and silver futures prices.Read full article... Read full article...
Sunday, December 18, 2011
Gold Downtrend Looks Like the Direction Ahead, Projections for 2012 / Commodities / Gold and Silver 2011
By: Merv_Burak
Ouch, that hurts. I could see a negative move in the works but I don’t think anyone expected a plunge like this past week. Friday upside move was very unimpressive so, although we might get a bounce here, the downside still looks like the direction ahead.
Sunday, December 18, 2011
Curtains for the Silver Bull Market? / Commodities / Gold and Silver 2011
By: Clive_Maund
Some weeks ago in a Silver Market update we had noted that a large potential Head-and-Shoulders top area was completing in silver, but we got "thrown off the scent" by the positive Accum-Distrib line (now rapidly reversing) and the seemingly strongly bullish COT structure. In the light of the severe bearish breakdown by stocks indices last week this potential H&S top is now viewed as legitimate. Silver held up remarkably well last week considering what happened to gold, which is a straw that silver bulls are now clutching on to as evidence that silver is still in a bullmarket, but the reason that it held up so well is that it is close to a zone of strong support towards the lower boundary of the H&S top area. Once this support fails it's "curtains" for silver which can be expected to plunge into the high teens.
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