Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, April 06, 2012
Killing the golden goose that lays the golden egg / Commodities / Gold and Silver 2012
By: Jan_Skoyles
In the first quarter of 2012 we have seen a few high profile criticisms of the gold standard. Reading them back now, and considering it’s Easter time, I was reminded of a famous fable.
‘The goose that lays the golden egg’ is a fable in which a farmer and his wife are fortunate enough to have a goose which day after day produces a golden egg. The eggs are produced regularly and therefore the couple could rely on this source of income.
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Friday, April 06, 2012
Gold Investor Opportunity Window / Commodities / Gold and Silver 2012
By: DeepCaster_LLC
“Investments that are denominated in a given currency include money-market funds, bonds, mortgages, bank deposits, and other instruments. Most of these currency-based investments are thought of as “safe.” In truth they are among the most dangerous of assets.”
Warren Buffet, Fortune Magazine, 2/9/2012
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Friday, April 06, 2012
What Happens to Gold if We Enter a Recession or Great Depression? / Commodities / Gold and Silver 2012
By: Jeff_Clark
Jeff Clark, Casey Research : Mayan prophecies aside, many of the senior Casey Research staff believe that economic, monetary, and fiscal pressures could come to a head this year. The massive buildup of global debt, continued reckless deficit spending, and the lack of sound political leadership to reverse either trend point to a potentially ugly tipping point. What happens to our investments if we enter another recession or – gulp – a depression?
Friday, April 06, 2012
QE Dysfunctional Implications for Gold and Silver / Commodities / Gold and Silver 2012
By: Ned_W_Schmidt
Some investors seem disappointed with the Federal Reserve’s apparent failure to endorse another round of quantitative easing. While the fragility of the EU continues high, the ECB also seems to have no taste for another round of quantitative easing. All of this is causing great unhappiness. Reality seems to have clashed with the child like expectations of so many investment strategists. That is understandable, for the whole house of cards and fantasies of much of the hedge fund industry are dependent on a continued flow of easy money. The rest of us should be somewhat more pleased that the Federal Reserve is not pursuing QE-Dysfunctional.
Thursday, April 05, 2012
Call This Financial Repression? Really? / Commodities / Gold and Silver 2012
By: Adrian_Ash
Financial repression this ain't. Not unless you like playing victim...
All of a sudden, everyone's talking about financial repression - the capture and torture of domestic savers with below-inflation rates of interest, so that banking and government debt shrinks in real terms.
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Thursday, April 05, 2012
Do you trust the banks? Is there money under your bed? Gold Safe Alternative / Commodities / Gold and Silver 2012
By: Jan_Skoyles
Last month it was reported that over £5.6 billion in cash is estimated to be kept in peoples’ homes; out of the banking system
It works out at around £270 per person; this is a lot of money to be sat around avoiding the banking system.
The statistic was announced by the Financial Services Compensation Scheme (FSCS), the body responsible for compensating savers when a bank fails; an organisation which bases its entire existence on an un-backed paper money system.
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Thursday, April 05, 2012
Lithium Rare Earths Critical Metal for Green Energy Technologies / Commodities / Metals & Mining
By: Richard_Mills
Rare and critical metals are playing a crucial role in recent scientific advancements, especially in the environmental technologies and energy sectors. These advancements in today's and tomorrow's green technology are driving industrial countries like the United States to allocate significant funding for breakthroughs in alternative fuels for vehicles and alternative energy storage.
Thursday, April 05, 2012
US scores own goal on Gold / Commodities / Gold and Silver 2012
By: William_Bancroft
Will Bancroft takes a look at America and the West’s decision to force Iran out of the global payments system, SWIFT, and what these geo-politics mean for investors. Read more to learn if Washington may have stumbled again in its management of the dollar.
Thursday, April 05, 2012
Asian Gold Demand Still Lacking as Vietnam Bans Monetary Use / Commodities / Gold and Silver 2012
By: Adrian_Ash
GOLD and SILVER ticked higher from Wednesday evening's 3-month lows in London on Thursday, going into the long Easter weekend with gold trading 0.7% higher against the US Dollar.
Silver bullion rallied 2.2% from last night's low, but held one-third below the 3-decade peak near $50 per ounce hit at Easter 2011.
Thursday, April 05, 2012
Jim Rogers “I Will Buy More” Gold – Still Long Term Bullish / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,622.50, EUR 1,239.21, and GBP 1,022.82 per ounce. Yesterday's AM fix was USD 1,631.75, EUR 1,239.65 and GBP 1,027.75 per ounce.
Silver is trading at $31.36/oz, €24.00/oz and £19.80/oz. Platinum is trading at $1,595.75/oz, palladium at $635.80/oz and rhodium at $1,350/oz.
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Thursday, April 05, 2012
Silver’s Trend and the Death of Technical Analysis / Commodities / Gold and Silver 2012
By: Steve_St_Angelo
The death of technical analysis has arrived. What took place in the markets (especially in the precious metals) on April 3rd & 4th proves this in spades. There were several calls made prior to the takedown, by some very well known individuals in the precious metal field, that became NULL & VOID when either bottoms or chart patterns failed.
Thursday, April 05, 2012
How Exporting Liquid Natural Gas Could Bring Serious Wealth to the U.S. / Commodities / Natural Gas
By: Keith_Schaefer
Where will the wealth created by the fast growing Liquid Natural Gas (LNG) market be concentrated in the coming years?In a word–Australia. It’s the #4 exporter of LNG in the world already, and seven new plants are in various stages of planning and development, which would require $200 billion in capital investment–and lots of jobs.
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Thursday, April 05, 2012
The Federal Reserve Did It Again to Gold Prices / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
Easy come, easy go. Gold and silver prices received a boost last week as Federal Reserve Chairman Ben Bernanke appeared to place more quantitative easing back on the table. In a speech at the National Association for Business Economics, he noted some positive signs in the job market, but said the Fed can aid economic growth by “continued accommodative policies.” However, these gains in precious metals have been quickly erased as the Federal Reserve continues to play with the hearts of investors.
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Thursday, April 05, 2012
Institutional Investors Continue Gold and Silver Buying Spree / Commodities / Gold and Silver 2012
By: Anthony_David
The global silver market was pretty shaken up in 2011 when silver bullion prices dropped from a high $49 to $32 and then again from $43 to $28. Investors around the world have been reacting differently to the price upheavals which triggered the most paranoia in October 2011. However, about 50% of investors have turned the fall into an opportunity and are aggressively buying the lower-priced silver. Considering the uncertain financial future, the decision to hold silver bullion instead of fiat currency certainly appears to be a wise one.
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Thursday, April 05, 2012
U.S. Prepares For Rare Earth Metals Major Supply Disruptions / Commodities / Metals & Mining
By: Anthony_David
In continuation of the China vs. the-rest-of-the-world rare earth saga, the US, EU and Japan recently filed separate but coordinated complaints with the World Trade Organization (WTO) on the grounds that China was fortifying its stocks of those rare earth metals that were critical for the manufacture of technology products such as mobile phones, camera lenses, hybrid cars and weapons. The complaint also includes non-rare earth metals tungsten and molybdenum.
Wednesday, April 04, 2012
Where and When to Place Your Gold Investment Bets? / Commodities / Gold and Silver 2012
By: Jeff_Clark
Jeff Clark, Casey Research : Let's explore the advantages of saving in gold and silver over dollars. Here's a hypothetical look at what could occur over the remainder of this decade.
The charts below compare saving $100/month in gold and silver vs. an interest-bearing money-market account. For our projections, we assumed gold's average annual gain of 18% since 2001 will continue through 2020. For the money-market account, we used an annual interest rate of 1% in 2012 and added 0.5% each year, so that by 2020 it's earning 5%.
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Wednesday, April 04, 2012
Is it Safe to Start Buying Gold Stocks Yet? / Commodities / Gold & Silver Stocks
By: David_Banister
One of the most common questions I field from my forecast and trading subscribers is can we buy Gold stocks yet? We have seen Gold consolidating and correcting following a 34 fibonacci month rally that I discussed last fall was going to top out around 1900 per ounce. This type of rally went from October of 2008 to August of 2011 and we saw Gold rally from $680 to $1900 per ounce during that time.
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Wednesday, April 04, 2012
Is the Chinese Economy Driving Gold Prices? / Commodities / Gold and Silver 2012
By: Chris_Riley
We sometimes miss the bigger picture, when we focus solely on the U.S. economy. This certainly seemed like the case in 2011, when precious metals corrected sharply in the second half of the year, despite a new U.S. easing effort in the form of ‘operation twist’. In particular, we can take our eye off the Chinese economy, which I shall examine below.
Wednesday, April 04, 2012
Crude Oil Under Pressure / Commodities / Crude Oil
By: Mike_Paulenoff
Let's notice that today's swoon in nearby NYMEX crude oil has pressed to a new corrective low at 101.49 off its March 1 high at $110.55. It just so happens that this morning's new low for the move has not been confirmed by my 4-hour RSI momentum gauge, which is our first warning signal that the selling pressure might be drying up for oil and the U.S. Oil Fund ETF (USO).
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Wednesday, April 04, 2012
Gold Sinks to 3-Month Low as Fed "Distances Itself" from Further QE Stimulus / Commodities / Gold and Silver 2012
By: Ben_Traynor
THE U.S. DOLLAR gold price hit its lowest level since early January on Wednesday morning, when it sank to $1622 an ounce ahead of US markets open.
Silver prices dropped to $31.76 an ounce – a fall of 1.7% for the week so far, but still just above last week's low.
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