Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Monday, January 23, 2012
Gold, Financial Market Safe Havens / Commodities / Gold and Silver 2012
By: UnpuncturedCycle
For the last year or so there has been a lot of commentary with respect to money flows from more risky investments like stocks, commodities and gold and into the so called safe havens like the US dollar and the 30-Year Treasury. That’s the message heard day and night on Bloomberg and CNBC and they bring in one expert after another to back them up. They’ll sit there and beg the question knowing full well what the answer is going to be. It always struck me as far fetched that paper assets emitted by the world’s largest debtor, and backed by absolutely nothing, could be considered a safe haven. Meanwhile gold has been money for more than three thousand years and it is considered to be risky, speculative and down right dangerous by the gurus that fill the airwaves with their prophecies.
Monday, January 23, 2012
Gold Confiscation, a Reality? / Commodities / Gold and Silver 2012
By: Julian_DW_Phillips
The issues facing the developed world's financial systems are ones of liquidity and solvency, among others. The assumptions of liquidity levels proved horribly incorrect! The request of the IMF to lift their resources from $380 billion to $980 billion and the currency swaps between the U.S. and Eurozone confirm that (these may still prove inadequate). Many markets, which reserve managers had considered to be deep and liquid, proved to be the exact opposite with assets-selling only at a large discount. This was even true of some AAA-rated assets, showing that credit ratings offered no effective guide to liquidity. Many central banks had to rely on bi-lateral currency agreements with other central banks, principally the US Federal Reserve.
Saturday, January 21, 2012
Making Green Energy Credible / Commodities / Renewable Energy
By: Andrew_McKillop
Can we make green energy credible ? Not so much a victim of its own succees, but victim of its own failure, green energy still hangs on and hangs in among the mix-and-mingle of dominant government and elite ideologies in most OECD countries, and several G20 and Emerging economies led by China and India. One reason for this is really basic: there are no other ideas on the subject of "After we run out of cheap oil, what do we do ?"
Saturday, January 21, 2012
Euro, Gold on the Move / Commodities / Gold and Silver 2012
By: Mike_Paulenoff
Purely from a technical perspective, let's notice that the Euro/US Dollar hit a one-week high this morning at 1.2985 off its low at 1.2620 (+2.85%). It has since corrected and turned up from 1.2890, which happens to be the recent upside breakout plateau of a two-week base-like formation that projects to 1.3080-1.3120.
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Friday, January 20, 2012
Gold Stock Upleg Cycles / Commodities / Gold and Silver 2012
By: Zeal_LLC
Despite gold’s powerful secular bull over the past decade, gold stocks remain vexing to investors and speculators. Though this metal’s miners have yielded truly colossal bull-to-date gains, they failed to leverage the record-high gold prices seen in much of 2011. So naturally traders aren’t very enthusiastic about this sector at the moment. But they sure would be if they understood the gold-stock upleg cycles.
Friday, January 20, 2012
Platinum’s Upside Potential / Commodities / Platinum
By: Przemyslaw_Radomski
There are certain dogmas held sacrosanct by precious metals investors and one of them is that platinum is supposed to be more expensive than gold. That’s just the way it is. Quite a few eyebrows lifted and jaws dropped last fall when the yellow metals price overtook that of platinum. The historic switch took place on Sept. 2nd when Comex gold futures settled at $1,875.25 per troy ounce, just above platinum’s closing price of $1,873 per ounce. When you consider the price history of the two precious metals—platinum has traded at a $200 to $400 premium to gold—the reversal was astounding. Just to give you a better idea, before the 2008 Lehman Brothers crash, platinum was trading at more than $2,270 per ounce while gold was trading under $990 an ounce.
Friday, January 20, 2012
Investors Great Opportunities in Gold and A Dangerous Trap / Commodities / Gold and Silver 2012
By: DeepCaster_LLC
“The Fed doesn’t have a clue about markets or economics. They are dangerous people. Printing money is not good for the world and will lead to more problems for the world….
“What the Federal Reserve is doing now is ruining an entire class of investors.” Jim Rogers, Bloomberg Interview, 6/29/11
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Friday, January 20, 2012
Gold Down for the Week Down in Euros, Up in Dollars / Commodities / Gold and Silver 2012
By: Ben_Traynor
WHOLESALE MARKET gold bullion prices in Dollars dropped to $1646 an ounce Friday lunchtime in London – down 1.4% on yesterday's high – as China prepared for the week-long Lunar New Year holiday.
Commodities also traded lower, while stock markets were broadly flat overall.
Prices for silver bullion dropped to $30.39 per ounce – though still 2.0% up on last week's close.
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Friday, January 20, 2012
QE3, Gold $2,200 Forecast, and the Trillion Dollar Bazooka / Commodities / Gold and Silver 2012
By: Money_Morning
Peter Krauth writes:
It's the beginning of a new year, and there's no shortage of big headlines...
Europe is on the financial brink, Iran is a powder keg, and precious metals like gold have retreated.
It's also a time when there is no shortage of financial forecasts.
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Thursday, January 19, 2012
Gasland – More Drama Than Documentary, Don't Frack Me Up / Commodities / Natural Gas
By: Marin_Katusa
Marin Katusa, Casey Research writes: To many walking the planet, fracking has a seriously bad reputation. Thanks to hyperbole and misinformation, fracking opponents have convinced a lot of people that the operators who drill and then hydraulically fracture underground rock layers thumb their noses at and even hate the environment.
Anti-fracking claims may be twists on reality – for example, that a legislative loophole makes fracking exempt from the America's Safe Drinking Water Act, when really this federal legislation never regulated fracking because it is a state concern. Then there's the completely absurd, such as the idea that frac operators are allowed to and regularly do inject frac fluids directly into underground water supplies.
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Thursday, January 19, 2012
Key Pillars of Gold Bull Market Intact / Commodities / Gold and Silver 2012
By: Adrian_Ash
WHOLESALE PRICES to buy gold and silver with Dollars both eased back after touching new 5-week highs in London, rising 1.3% and 3.0% respectively for the week-so-far as the US currency fell further from this week's 17-month high to the Euro.
Global equities rose for the fourth day running, with shares in Bank of America adding 6.1% in pre-market US trade after it reported better-than-forecast quarterly earnings.
Thursday, January 19, 2012
Gold and Silver Market Price Manipulation, Look for Motive / Commodities / Market Manipulation
By: Janet_Tavakoli
Regulators haven't been able to keep up with price manipulation in the commodities markets or any other market. Why do games persist? The short answer is because they can, and because they can be very profitable in the short run.
If you've Googled gold or silver, you've probably come across sites that are breathless about the possibility of manipulation of metals prices. The problem with the internet is that it's new, too new to capture the rich history of the financial markets. Manipulation of metals prices--and the prices of many other commodities--is an old tradition. Here's one example adapted from An Alchemists Road: My transition from medicine to business, by Dr. Henry Jarecki (Dr. Jarecki is currently Chairman of Gresham Investment Management LLC.), October, 1989. This publication is not available on the internet.
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Thursday, January 19, 2012
Gold Rises for Fourth Day - IMF $500 Billion Hopes Create Concerns / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,664.00, GBP 1,076.53, and EUR 1,289.62 per ounce.
Yesterday's AM fix was USD 1,657.00, GBP 1,077.09, and EUR 1,290.80 per ounce.
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Thursday, January 19, 2012
Real Risks to the Gold Price / Commodities / Gold and Silver 2012
By: Adrian_Ash
Pending the big downturn in gold, here's 3 near-term risks to beware...
IF YOU'VE BEEN paying attention, then you'll remember how gold can make financial crises fun. Gold bulls were so short of things to keep them awake at night, in fact, many will no doubt be grateful for the 20% plunge of late 2011. Y'know, just to keep their hand in.
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Wednesday, January 18, 2012
When Gold New All Time High? / Commodities / Gold and Silver 2012
By: Jeff_Clark
By Jeff Clark, Casey Research : Some investors are frustrated and a few are worried that gold seems stuck in a rut. This stall in price has happened before, of course, but since 2001 it's always eventually powered to a new high. Unless one thinks the gold bull market is over, it's natural to wonder how long might we have to wait before seeing another new high.
Absent some sort of global shock that sparks another rush into gold (easily possible in today's climate), I think the answer may lie in examining the size and length of past corrections and how long it took gold to reach new highs afterward.
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Wednesday, January 18, 2012
Resource Stocks Breaking Out Of Bases and Forming New Uptrends / Commodities / Resources Investing
By: Jeb_Handwerger
The end of 2011 and the beginning of 2012 greeted investors with spooky market stories to scare investors. A prominent cartoon in the Wall St. Journal depicted a pretty lady shrieking, "The DOW Sank 17%". Another balloon read "The US Loses Its AAA Rating". She is screaming, "Who Will Fix Europe?". Another caption reads, "$71 Billion Yanked From U.S. Stock Mutual Funds". Another hysterical cry exclaims, "I Want Treasuries!".
Wednesday, January 18, 2012
Will China Unleash More Stimulus and Boost Gold Prices? / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
On Tuesday, China reported GDP growth of 8.9 percent in the last quarter of 2011, which is the slowest growth increase in more than two years. Although analysts were only expecting growth of 8.7 percent, the slowdown gave investors hope that the world’s second largest economy will inject more stimulus into its economy to fuel growth. As a result, gold jumped $24 to climb above $1,650 per ounce, while silver surged 60 cents to settle above $30 per ounce. However, investors should reign in expectations of more stimulus being unleashed in China during the early part of 2012.
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Wednesday, January 18, 2012
The Intrinsic Value of the U.S. Dollar and Gold / Commodities / Gold and Silver 2012
By: Michael_Pento
If you ask most investors what is the main driver for the price of gold they are likely you tell you that it's the direction of the U.S. dollar. Therefore, the only due diligence most investors perform is a perfunctory glance at the Dollar Index (DXY). While it is true that the purchasing power of the dollar is a key metric to judge the direction of gold prices, the DXY will only tell you what the dollar is doing against a basket of 6 other flawed fiat currencies.
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Wednesday, January 18, 2012
Natural Gas Glut 2012 / Commodities / Natural Gas
By: Roger_Conrad
Not since the late 1990s have natural gas prices been this low in the dead of winter. That includes the aftermath of the 2008 crash, when oil bottomed briefly under USD30 a barrel. US inventories of the clean fuel hit a record of 3.852 trillion cubic feet in November and remain at a record for December, 11.4 percent above year-earlier levels.Heating demand that’s nearly 20 percent below normal so far this season is at least partly to blame. Roughly half of Americans heat their homes with natural gas. This shortfall has been offset somewhat by a jump in gas’ share of electricity generation to nearly 30 percent from an average of only about 20 percent in recent years.
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Wednesday, January 18, 2012
Gold Seeing Resistance at $1667, New Lehman-style Crisis Could Engulf Banks / Commodities / Gold and Silver 2012
By: Ben_Traynor
THE SPOT MARKET price to buy gold climbed to $1658 an ounce during Wednesday morning's London trade – 0.8% up on Asian session lows – following reports that the International Monetary Fund is seeking to boost its lending capacity by $1 trillion.
European stock markets also recovered from an early dip, with industrial commodities also edging higher.
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