Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
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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Sunday, December 18, 2011
Why the Gold Price is Falling Far and Fast / Commodities / Gold and Silver 2011
By: Julian_DW_Phillips
Having fought a stalwart battle above $1,700 and having seen over $1,900 this year, gold has not done as so many analysts have believed it would and risen through $2,000. Instead, here we're headed down towards $1,500 to who knows where? The stress in the financial markets has not stimulated safe-haven gold buying but has instead weakened the euro and indirectly helped drag gold lower. Prices have fallen to a point where investors with longstanding positions are liquidating some of their holdings to secure profits and momentum-driven traders are selling heavily. At the same time stresses continue to be seen in the European interbank lending market as USD funding has become even more expensive as the year closes.
Saturday, December 17, 2011
Liquidation of Customer Stored Gold and Silver Bullion From MF Global / Commodities / Gold and Silver 2011
By: Jesse
The bottom line is that apparently some warehouses and bullion dealers are not a safe place to store your gold and silver, even if you hold a specific warehouse receipt. In an oligarchy, private ownership is merely a concept, subject to interpretation and confiscation.
Although the details and the individual perpetrators are yet to be disclosed, what is now painfully clear is that the CFTC and CME regulated futures system is defaulting on its obligations. This did not even happen in the big failures like Lehman and Bear Sterns in which the customer accounts were kept whole and transferred before the liquidation process.
Saturday, December 17, 2011
Gold for What its Worth! / Commodities / Gold and Silver 2012
By: UnpuncturedCycle
Giuseppe L. Borrelli writes: The last of the human freedoms: to choose one's attitude in any given set of circumstances, to choose one's own way. ~ Viktor Frankl
An awful lot is being written about gold and most of it comes from the mouths of individuals who simply don't know what they are talking about. Here's a perfect example of "news" that came across Reuters this morning. The Swiss franc and investments in gold will no longer provide investors with safe harbor from market turmoil and the Eurozone debt crisis, UBS's investment chief told the Swiss bank's client in a letter Friday. "As we enter 2012, neither gold nor the Swiss franc retains a safe haven status," UBS Chief Investment Officer Alexander Friedman wrote in the letter. I'm not going to comment on the Franc but when I read something like this I have to wonder to myself if he isn't taking the other side of the gold trade? There really is no other explanation for a comment like that.
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Saturday, December 17, 2011
Will Moving Averages Deter Gold Investors? / Commodities / Gold and Silver 2011
By: Eric_McWhinnie
Red has been the color of choice for gold and silver this week. On Wednesday, gold fell below $1,600 to close at its lowest level since September. Meanwhile, silver fell below its $30 support level. Although many were quick to declare the bull market in precious metals dead, many investors questioned the call, because the long-term fundamentals have not changed.
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Friday, December 16, 2011
America's Energy Pipeline Dreams / Commodities / Oil Companies
By: Marin_Katusa
Marin Katusa, Casey Research writes: The Keystone XL ruckus shone a light on pipelines like never before. From the heated nature of the debate one could be forgiven for thinking that long, high-volume pipelines are something new to America. Really, that couldn't be further from the truth: The United States built its first pipeline in the 1840s, and there are now more than a million kilometers of oil and gas pipelines crisscrossing the country.
Friday, December 16, 2011
U.S. Dollar Crushes Commodities / Commodities / Commodities Trading
By: Zeal_LLC
The long-in-the-tooth commodities correction plunged to new lows this week. Traders were disappointed the Fed didn’t announce a new quantitative-easing campaign, so they dumped the popular commodities with a vengeance. But realize the primary driver of the recent commodities weakness is not the Fed, but a strengthening US dollar. The coming commodities price action heavily depends on its fortunes.
Friday, December 16, 2011
Gold is on the Verge of Moving into Bubble Phase of the Bull Market / Commodities / Gold and Silver 2011
By: Toby_Connor
I know that during a correction of the magnitude we are seeing right now it seems more like the gold bull is dead than on the verge of moving into what I expect will be one of the greatest parabolic moves in history.
However, all of the conditions necessary to launch the bubble phase are now in place. Gold is in the process of putting in an intermediate degree bottom. That bottom, which is only days away if it didn't already happen today, is going to be the single greatest buying opportunity, probably of the decade.
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