Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Thursday, March 01, 2012
Silver – Is the Party Over? / Commodities / Gold and Silver 2012
A couple of weeks ago, we compared the Bull market of Silver to the Nasdaq Bubble…
We wrote that Silver could go as high as $38, but that that might be an inflection point.
Silver reached a high of $37.22 last night and $37.62 today, and has thus reached its goal.
Wednesday, February 29, 2012
Crude Oil And Inflation Economic Crisis / Commodities / Crude Oil
Conventional wisdom says high oil prices raise inflation and slow down economic growth. Recessions are therefore caused anytime oil prices spike, we are invited to believe. In the real world, European Central Bank president Mario Draghi has lowered interest rates twice since he took over as head of the ECB in November, as oil prices went on rising, but economic and finance observers claim that keeping borrowing costs down will get harder as oil prices cruise to record levels in euro terms.
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Wednesday, February 29, 2012
Why U.S. Gov't Confiscated Gold in 1933. Can it Happen Again? / Commodities / Gold and Silver 2012
More and more investors are asking this question. Many observers and commentators have ridiculed this idea as archaic with the conditions that led to the confiscation being so different as to leave such a possibility as remote as the return of the dinosaurs.
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Wednesday, February 29, 2012
ECB makes Trillion Euro Bet, What it Means for Gold Price / Commodities / Gold and Silver 2012
In this article Will Bancroft looks at the continuation of the ECB’s lending facility, what its impact will be in the markets, and whether the ECB is aware of the risks of its policies. The analysis looks at a rose tinted future the ECB is banking on, how the people of Southern Europe can check mate the ECB if they do not play ball. Read on for more and what this all means for the gold price.
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Wednesday, February 29, 2012
Markets Flat Following ECB LTRO, "Next Target for Silver" is September High / Commodities / Gold and Silver 2012
WHOLESALE MARKET gold bullion prices hovered around $1785 an ounce Wednesday morning London time, while stocks and commodities were also broadly flat following the European Central Bank's latest attempt to boost the liquidity held by the continent's banks.
Silver bullion meantime hit $37.36 per ounce, its highest level since last September.
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Wednesday, February 29, 2012
Silver Surges 4.5% To Over $37/Oz On “Massive Fund Buying” / Commodities / Gold and Silver 2012
Gold’s London AM fix this morning was USD 1,788.00, EUR 1,329.96, and GBP 1,120.79 per ounce..
Yesterday's AM fix was USD 1,774.75, EUR 1,321.48, and GBP 1,120.42 per ounce.
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Wednesday, February 29, 2012
Gas Prices as an Indicator of Energy Costs / Commodities / Gas - Petrol
The consumer does not need more reminders about the pain experienced with every fill up at the pump. The drain on your pocketbook is growing. During economic dislocation and diminished vitality any prospects of a turnaround dim as gas approaches $4.00 a gallon and beyond. Been here before and the idea that this time the economy will be less effected is unreasonable. The cost for all energy is rising but the impact of gas prices has a personal burden on everyday budgets. The Price of Fuel provides a useful synopsis.Read full article... Read full article...
Wednesday, February 29, 2012
Why Are Gold and Silver Bulls Scared? / Commodities / Gold and Silver 2012
Well, first of all, bull markets climb a wall of worry. But second, there are some powerful media forces trying to maintain the status quo. They are constantly disparaging Gold and talking about imminent corrections, bubbles, etc. As a recent example, Warren Buffett did a recent hit piece on Gold published in the Wall Street Journal (video talking head summary here). And, of course, there is always Jon Nadler at kitco.com to make sure you are NEVER bullish on precious metals no matter what.
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Wednesday, February 29, 2012
Hydrokinetic Power is the Next Wave in Cheap Energy / Commodities / Renewable Energy
Keith Fitz-Gerald writes: In an era of cheap capital, emerging technology companies could provide investors the biggest bang for the buck we've seen in years.
The key is finding a market that already has billions of dollars in pent up demand - like cheap energy.
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Wednesday, February 29, 2012
No Easy Fix for Gas Prices / Commodities / Gas - Petrol
This month, as unleaded gasoline prices increased for 17 consecutive days (to a national average of $3.647 per gallon - up 11% thus far this year) and West Texas Intermediate crude joined Brent crude in breaking through a $100 per barrel level, energy prices emerged as a full blown political issue. While President Obama conveniently claimed that rising prices were the consequence of an improving economy (they're not, and it isn't) Republican fingers began to point sanctimoniously at current drilling policies. And while none of the accusers had any idea why prices were actually going up, the award for the most dangerous 'solution' must go to Bill O'Reilly at Fox News. The master of the "No Spin Zone" announced that high pump prices could be permanently brought down by a presidential order to restrict exports of refined gasoline. Not only does Mr. O'Reilly's idea demonstrate contempt for the U.S. Constitution but it also displays a thorough lack of economic understanding.
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Wednesday, February 29, 2012
More Upside for SLW & GLD / Commodities / Gold and Silver 2012
condense the price action, the pattern that emerges off of last April's peak at 47.60 argues strongly that a complex intermediate-term correction ended at the Oct 4 low of 25.84, a decline of 46%. That was followed by a powerful new up-leg that within the past week has hurdled key resistance at 37.35/40.
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Wednesday, February 29, 2012
Is 2012 the Next 1897? Juniors Prepare for Yukon Gold Rush / Commodities / Gold & Silver Stocks
Chris Devauld writes: When it comes to gold mining, the Yukon needs little introduction. The westernmost territory’s frigid climate and unforgiving terrain hasn’t deterred prospectors, past and present. The end of the 19th century saw gold miners rush in on mere rumours of the yellow metal, which eventually lead to the renowned Klondike Gold Rush in 1897. Now, it appears, history is repeating as the high price of gold drives ambitious juniors back into the rush for riches.
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Tuesday, February 28, 2012
Silver Hits 5-Month High with Gold "In Consolidation Period" / Commodities / Gold and Silver 2012
SPOT MARKET gold prices climbed to $1781 an ounce Tuesday lunchtime in London – 0.3% off last week's high – while stock markets gained along with the Euro, as European leaders postponed a decision on whether to increase the size of the single currency's bailout fund.
Commodities were mixed, while longer-dated UK and German government bonds ticked higher.
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Tuesday, February 28, 2012
Small Cap Gold Stocks Successfully Retest 2010 Breakout / Commodities / Gold & Silver Stocks
When one speaks of gold stocks they should be more specific as the sector is diverse. The term Gold stocks usually refers to the large unhedged producers. Indices such as the HUI or GDX track these stocks and are a proxy for the gold stock universe. However, most companies in the sector are much smaller. We hear the term “juniors” so often and that is what makes it inconsistent. Juniors are typically micro-cap exploration companies. Yet, GDXJ the junior ETF is comprised of companies with market caps in the $500 Million to $1 Billion range. There is nothing junior about that. We notice there is a gap in terms of terminology. If Juniors are sub- $100 Million, and large caps are over $1 Billion, then what do you call those that fit the gap?
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Tuesday, February 28, 2012
Gold and Silver Stocks Poised to Recover in 2012 / Commodities / Gold and Silver 2012
Opportunities abound across the spectrum of precious metal equities, which remain undervalued as bullion prices continue their upward trends. That's the word according to Charles Oliver and Jamie Horvat, both senior portfolio managers at Sprott Asset Management. In this exclusive interview with The Gold Report, Oliver and Horvat express cautious optimism about the prospects for gold stocks in 2012.
The Gold Report: When we talked in the wake of the debt ceiling crisis last fall, Charles, you expected volatility to be good for gold and forecast a continuing long-term bull market for precious metals. These days, the scary stories pertain to the European Union (EU). Will negative headlines continue to play a role in the price of gold and silver?
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Tuesday, February 28, 2012
Will Another Round of LTRO Send Gold and Silver Higher? / Commodities / Gold and Silver 2012
Last week, gold and silver finished at their highest levels all year. Gold settled at $1,776.40, while silver surged 6.4 percent to close at $35.34. The recent rise in precious metals has been long overdue, but the dollar’s decline against the euro certainly contributed to the move.
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Tuesday, February 28, 2012
Natural Gas Bullish Base / Commodities / Natural Gas
Natural gas could not sustain last week's retest of the prior high at 14.74 in the ProShares Ultra DJ UBS Natural Gas ETF (BOIL) and has looped down towards strong support between 13.00 and 12.50.
Nonetheless, my intermediate-term work argues that all of the action since early January represents a developing, powerful base formation in the aftermath of the vicious multi-year bear market.
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Tuesday, February 28, 2012
Gold and Silver Market Update / Commodities / Gold and Silver 2012
In 1980 gold topped out at $850.00. That bull market produced an increase of +2,276% from start to finish. The current rally in gold began in 2002 at $260.00 and has thus far risen +582%. By comparison this current bull market has the potential to rise much further.
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Tuesday, February 28, 2012
Is Uranium Miners Stock Price Rise Forecasting a Near Term Supply Shortfall? / Commodities / Uranium
We have constantly advocated investments in uranium mining(URA), particularly in friendly jurisdictions such as North America. This support of the nuclear sector (NLR) has often been in the face of formidable attacks by naysayers, using every weapon in their arsenal to denigrate proponents of atomic energy. No other sector in recent memory has had to withstand such a barrage.
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Monday, February 27, 2012
Investing In Silver: How to Buy Silver Coins and Bars / Commodities / Gold and Silver 2012
Larry D. Spears writes: For investors who want to capture the coming move in silver, buying silver bars or coins is still one of the best options.
Here's why...
Like gold, investing in silver is a great hedge against inflation and financial turmoil alike. It's why demand for silver is increasing at an astonishing rate.
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