
Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Wednesday, February 15, 2012
Gold’s Demise! / Commodities / Gold and Silver 2012
By: UnpuncturedCycle
 The media drones on and on like some empty,  faceless, meaningless noise, and that’s on a good day. On a bad day it’s like  fingernails on a blackboard; this horrible shrieking noise that never let’s up.  When I grew up I caught the tail end of Edward R Morrow, a chunk of Walter  Cronkite and most of Huntley & Brinkley, and it was still news mixed with a  lot of truth and little or no effort to shape your thoughts. Now it’s all about  numbing your brain and getting you to buy some worthless piece of garbage that  you really don’t need anyway. The financial news is more of the same and the  “garbage” they are selling are paper assets. Anything that gets you to do that  is good and anything that takes you off of the chosen path is bad. Stocks are  good; gold is bad! It’s as simple as that.
The media drones on and on like some empty,  faceless, meaningless noise, and that’s on a good day. On a bad day it’s like  fingernails on a blackboard; this horrible shrieking noise that never let’s up.  When I grew up I caught the tail end of Edward R Morrow, a chunk of Walter  Cronkite and most of Huntley & Brinkley, and it was still news mixed with a  lot of truth and little or no effort to shape your thoughts. Now it’s all about  numbing your brain and getting you to buy some worthless piece of garbage that  you really don’t need anyway. The financial news is more of the same and the  “garbage” they are selling are paper assets. Anything that gets you to do that  is good and anything that takes you off of the chosen path is bad. Stocks are  good; gold is bad! It’s as simple as that.
Wednesday, February 15, 2012
Goldcorp (NYSE: GG): A Safe Play for $2,000 Gold / Commodities / Gold & Silver Stocks
By: Yiannis_G_Mostrous
The case for investing in gold remains strong: The EU sovereign-debt crisis continues to drag on, while the US economic recovery remains anemic relative to most postwar economic cycles. Meanwhile, central banks purchased about 400 tons of gold last year and will likely add to their stockpiles in 2012.
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Tuesday, February 14, 2012
Why Not Thorium Fueled Nuclear Reactors Instead of Uranium? / Commodities / Nuclear Power
By: Marin_Katusa
 Marin Katusa, Chief Energy Investment Strategist, Casey Research writes: The Fukushima disaster reminded us all of the   dangers inherent in uranium-fueled nuclear reactors. Fresh news yesterday about   Tepco's continued struggle to contain and cool the fuel rods highlights just how   energetic uranium fission reactions are and how challenging to control. Of   course, that level of energy is exactly why we use nuclear energy – it is   incredibly efficient as a source of power, and it creates very few emissions and   carries a laudable safety record to boot.
Marin Katusa, Chief Energy Investment Strategist, Casey Research writes: The Fukushima disaster reminded us all of the   dangers inherent in uranium-fueled nuclear reactors. Fresh news yesterday about   Tepco's continued struggle to contain and cool the fuel rods highlights just how   energetic uranium fission reactions are and how challenging to control. Of   course, that level of energy is exactly why we use nuclear energy – it is   incredibly efficient as a source of power, and it creates very few emissions and   carries a laudable safety record to boot.
Tuesday, February 14, 2012
Natural Gas Price Bottom Building / Commodities / Natural Gas
By: Mike_Paulenoff
The bottom-building processing in natural gas and its related ETFs continues, these ETFs including the U.S. Natural Gas Fund ETF (UNG) and ProShares Ultra DJ UBS Natural Gas ETF (BOIL).
The BOIL pattern begins to round to the upside towards a confrontation with its Jan-Feb resistance line, now at 13.95, which if hurdled and sustained should trigger upside follow-through directly to test the prior rally peak at 14.55 (hit on Feb 7).
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Tuesday, February 14, 2012
Graphite of Critical Importance, Investors Pencil It In / Commodities / Metals & Mining
By: Richard_Mills
 Sometime between 1500 and 1565 a large graphite deposit was discovered in   Cumbria, England. Because the graphite was extremely pure and solid it could   easily be sawed into sticks. The graphite was actually thought to be a form of   lead and called plumbago - Latin for lead ore.
Sometime between 1500 and 1565 a large graphite deposit was discovered in   Cumbria, England. Because the graphite was extremely pure and solid it could   easily be sawed into sticks. The graphite was actually thought to be a form of   lead and called plumbago - Latin for lead ore.
The Borrowable Mine was soon ordered to be put under armed guard by Queen Elizabeth because the "lead" could be used to line the moulds for making her armies cannonballs. But black marketers managed to smuggle out the graphite for continued use in pencils. Artists from all over the known world quickly learned to appreciate the qualities of Cumbria's graphite but it wasn't until 1795 that Nicholas Conte learned to mix graphite powder with clay and fire it in a furnace to actually make something with the equivalent quality of Borrowables plumbago.
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Tuesday, February 14, 2012
Gold Sideways Trading Supported by Physical Demand and Debt Warnings / Commodities / Gold and Silver 2012
By: Ben_Traynor
 THE WHOLESALE market gold price eased to $1713 per ounce  Tuesday lunchtime – 1.1% down on the previous day's high – while stock and  commodity markets were broadly flat despite several European countries having  their sovereign ratings or outlooks lowered last night.
THE WHOLESALE market gold price eased to $1713 per ounce  Tuesday lunchtime – 1.1% down on the previous day's high – while stock and  commodity markets were broadly flat despite several European countries having  their sovereign ratings or outlooks lowered last night. 
The silver price dipped to $33.37 per ounce – a 0.8% fall on last week's close.
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Tuesday, February 14, 2012
Why I’m Taking Gold Double-Eagles on My Next Trip to Utah / Commodities / Gold and Silver 2012
By: Money_Morning
 Martin Hutchinson writes: 
  Federal Reserve Chairman Ben Bernanke may think he has everything under control, but the truth is the monetary ground is literally shifting beneath our feet.
Martin Hutchinson writes: 
  Federal Reserve Chairman Ben Bernanke may think he has everything under control, but the truth is the monetary ground is literally shifting beneath our feet.
That's why his loose monetary policy has some U.S. states looking to get into the gold coin business.
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Tuesday, February 14, 2012
Inevitable US, UK, Japan, Euro Debt Downgrades Lead to Further Currency Debasement And Gold Safe Haven Demand / Commodities / Gold and Silver 2012
By: GoldCore
 Gold’s London AM fix this morning was USD 1,721.00, EUR 1,303.10, and GBP 1,091.80 per ounce.
Gold’s London AM fix this morning was USD 1,721.00, EUR 1,303.10, and GBP 1,091.80 per ounce.
Yesterday's AM fix was USD 1,727.00, EUR 1,302.22, and GBP 1,093.17 per ounce.
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Tuesday, February 14, 2012
Sideways Trading for Gold and the HUI Index / Commodities / Gold and Silver 2012
By: Submissions
 TDV Golden Trader writes: At the beginning of last week, we mentioned that gold was still in the up   channel, but something to watch for is gold diverging out of the channel and   that this could signal the start of a correction.  Thursday and Friday’s price   action last week is concerning for short term trading going into this coming   week because gold is no longer in the strong up channel that has been in place   for the last six weeks.  We mentioned that gold was bumping up against   resistance at $1750 and that a reversal could be in the making.  Gold most   likely will continue its correction and sideways pattern during the early part   of this coming week.
TDV Golden Trader writes: At the beginning of last week, we mentioned that gold was still in the up   channel, but something to watch for is gold diverging out of the channel and   that this could signal the start of a correction.  Thursday and Friday’s price   action last week is concerning for short term trading going into this coming   week because gold is no longer in the strong up channel that has been in place   for the last six weeks.  We mentioned that gold was bumping up against   resistance at $1750 and that a reversal could be in the making.  Gold most   likely will continue its correction and sideways pattern during the early part   of this coming week.
Tuesday, February 14, 2012
Stock Market Repeating Itself, TSX Venture Composite Index / Commodities / Resources Investing
By: The_Gold_Report
 The resource markets have weathered some death defying ups and downs  lately. But Michael Ballanger, senior investment advisor with Toronto-based  Union Securities, is looking for a renewed period of growth in the TSX Venture  Composite Index. Is it too soon to see such a heady rebound? In this exclusive  interview with The  Gold Report, Ballanger makes his case for history repeating itself.
The resource markets have weathered some death defying ups and downs  lately. But Michael Ballanger, senior investment advisor with Toronto-based  Union Securities, is looking for a renewed period of growth in the TSX Venture  Composite Index. Is it too soon to see such a heady rebound? In this exclusive  interview with The  Gold Report, Ballanger makes his case for history repeating itself. 
The Gold Report: The TSX Venture Composite Index reached a bottom of around 1,300 in October after it more than tripled from 2009 to early 2011. You believe the index is poised for another two-year gain. It's an interesting theory. Why should we believe that history will more or less repeat itself so quickly?
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Monday, February 13, 2012
Gold is the Answer to Currency Wars / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
 Currency Wars: The Making of the Next Global Crisis is a national bestseller that discusses the serious financial threats facing the   U.S. dollar.  Readers will discover that currency wars have happened before and   they always end badly.  The U.S. dollar is currently at the center of a new   currency war, which threatens its very existence.
Currency Wars: The Making of the Next Global Crisis is a national bestseller that discusses the serious financial threats facing the   U.S. dollar.  Readers will discover that currency wars have happened before and   they always end badly.  The U.S. dollar is currently at the center of a new   currency war, which threatens its very existence.Read full article... Read full article...
Monday, February 13, 2012
Dollar Weakness "Creating Gold Demand" after Greek Debt Deal / Commodities / Gold and Silver 2012
By: Ben_Traynor
 SPOT MARKET gold prices touched $1733 per ounce Monday  morning – 0.5% up on last week's close – as stock markets, commodities and the  Euro all rallied following Greece's vote in favor of new austerity measures.
SPOT MARKET gold prices touched $1733 per ounce Monday  morning – 0.5% up on last week's close – as stock markets, commodities and the  Euro all rallied following Greece's vote in favor of new austerity measures.
Silver prices meantime hovered around $33.90 per ounce – 0.8% up on the end of last week – while government bond prices dipped and the Dollar fell on the currency markets.
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Monday, February 13, 2012
Asia Buying Gold On Dips - “Empires May Fall, Currencies May Change... Gold Will Always Survive” / Commodities / Gold and Silver 2012
By: GoldCore
 Gold’s London AM fix this morning was USD 1,727.00, EUR 1,302.22, and GBP 1,093.17 per ounce.
Gold’s London AM fix this morning was USD 1,727.00, EUR 1,302.22, and GBP 1,093.17 per ounce.
Friday's AM fix was USD 1,715.50, EUR 1,295.21, and GBP 1,084.25 per ounce.
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Monday, February 13, 2012
Is Gold Money?… Don't Ask Ben Bernanke, Examine the Federal Reserve / Commodities / Gold and Silver 2012
By: Money_Morning
 Peter Krauth writes: 
  If you really care about your financial future, here's something you need to know.
Peter Krauth writes: 
  If you really care about your financial future, here's something you need to know.
It's about a story that received almost zero coverage from the mainstream press. I can't say that I am surprised.
It involves gold.
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Monday, February 13, 2012
2012: A Political Year for Gold / Commodities / Gold and Silver 2012
By: Bob_Kirtley
 This year our  screens, radio and the media in general will be dominated by politics as  electioneering goes into overdrive in a massive attempt to convince us that  their man has all the answers. Alas, the political machinery has long since  lost our respect, but that will not deter them and so we must endure this  attack on our senses from all directions. The presidential elections in the  United States is high profile at the moment but there are other very important  elections also taking place, a few of which we touch on below:
This year our  screens, radio and the media in general will be dominated by politics as  electioneering goes into overdrive in a massive attempt to convince us that  their man has all the answers. Alas, the political machinery has long since  lost our respect, but that will not deter them and so we must endure this  attack on our senses from all directions. The presidential elections in the  United States is high profile at the moment but there are other very important  elections also taking place, a few of which we touch on below:
Sunday, February 12, 2012
Can We Profit From Gold Price Seasonality? / Commodities / Gold and Silver 2012
By: Bob_Kirtley
 Seasonality is observable in a wide variety of variables. In  business, sales, production, inventory, man hours and the best time to discount  can be at least partially predicted by seasonal effects. Gold is no different.  In different months price swings occur somewhat predictably year after year.  What causes this, to what magnitude does it occur and most importantly – how  can we profit?
Seasonality is observable in a wide variety of variables. In  business, sales, production, inventory, man hours and the best time to discount  can be at least partially predicted by seasonal effects. Gold is no different.  In different months price swings occur somewhat predictably year after year.  What causes this, to what magnitude does it occur and most importantly – how  can we profit?
Sunday, February 12, 2012
Where a Nation's Gold and Your Gold Should Be Held: Part II / Commodities / Gold and Silver 2012
By: Julian_DW_Phillips
 In Part I of this article we looked at the growing trend of governments   moving their gold into their own home vaults to remove the influence and   potential seizure of their gold when political policies clash with the country   where the holding central bank was situated. We covered the dangers of holding   gold at home and the difference in attitude individual's should have towards the   problem of where and how to hold gold.
In Part I of this article we looked at the growing trend of governments   moving their gold into their own home vaults to remove the influence and   potential seizure of their gold when political policies clash with the country   where the holding central bank was situated. We covered the dangers of holding   gold at home and the difference in attitude individual's should have towards the   problem of where and how to hold gold.
Saturday, February 11, 2012
Barley Investing Better Than Gold and Silver? / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
 Over the past five years, barley, of the eighteen commodities we follow, was   the top performer. Rising by 180+% it bested Gold, +170%, and Silver, +150%. But   why quibble? Nearly all commodity prices have done than paper equities. And   perhaps they should, as real assets require real work to produce and are   essential to the real world.
Over the past five years, barley, of the eighteen commodities we follow, was   the top performer. Rising by 180+% it bested Gold, +170%, and Silver, +150%. But   why quibble? Nearly all commodity prices have done than paper equities. And   perhaps they should, as real assets require real work to produce and are   essential to the real world.
Saturday, February 11, 2012
The Gospel of Gold According to Peter / Commodities / Gold and Silver 2012
By: The_Gold_Report
 Peter Grandich believes that we're  in the midst of a stealth gold bull market. Grandich, editor and publisher of The  Grandich Letter, recently penned the book Confessions of a Wall Street  Whiz Kid, the moniker "Good Morning America" gave to him after he  predicted the Black Monday stock market crash in 1987. He's now predicting gold  to top $2,350/oz in this exclusive interview with The  Gold Report.
Peter Grandich believes that we're  in the midst of a stealth gold bull market. Grandich, editor and publisher of The  Grandich Letter, recently penned the book Confessions of a Wall Street  Whiz Kid, the moniker "Good Morning America" gave to him after he  predicted the Black Monday stock market crash in 1987. He's now predicting gold  to top $2,350/oz in this exclusive interview with The  Gold Report.
The Gold Report: Going back to your time as a fund manager in the '80s on Wall Street, how does what was happening then compare with what is happening now?
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Saturday, February 11, 2012
Warren Buffett Trashes Gold, But What About Silver? / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
“Gold gets dug out of the ground, then we melt it down, dig another hole, bury it again and pay people to stand around guarding it. It has no utility. Anyone watching from Mars would be scratching their head.”-Warren Buffett
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