Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Sunday, November 20, 2011
Silver Trend Rethink on Mounting Deflation Threat / Commodities / Gold and Silver 2011
By: Clive_Maund
We have had a major rethink since the last update was posted, which was one reason why no update was posted last weekend. This rethink has been occasioned by the rapid tilt towards deflation of the past couple of weeks. In the last update you may recall that we assumed that politicians and world leaders would follow the easiest route of QE which would lead in the direction of hyperinflation, but we really should know by now that you can't assume anything in this business. For sure, most of them would like to follow this route, for it buys them the maximum time before they end up at the end of a rope, but unfortunately for them they are losing control and things are starting to fall apart at alarming rate.
Sunday, November 20, 2011
Gold Caution on Building Deflationary Forces / Commodities / Gold and Silver 2011
By: Clive_Maund
Gold has behaved as predicted in the last update, which was two weeks ago. It advanced a little further into nearby resistance, before reacting back quite sharply on Thursday. However, whereas in the last update we were looking to buy on this dip in the expectation of renewed advance, we are now more cautious, due to mounting evidence that politicians and world leaders may soon be overwhelmed by deflationary forces despite their strenuous efforts to keep them at bay by means of endless QE.
Sunday, November 20, 2011
Gold Turns Bearish Short-term / Commodities / Gold and Silver 2011
By: Merv_Burak
Take away Thursday’s drop and we have a week that did nothing for gold. However, we cannot take Thursday away so it was a negative week. It looks like more to come, from a technical point of view.
Sunday, November 20, 2011
Will Dividends Make Mining Shares Glitter More Than Gold? / Commodities / Gold & Silver Stocks
By: Julian_DW_Phillips
Of late we've seen clever moves by some precious metals mining companies to link the dividends they pay to the income they achieve on a quarterly basis. These include Silver Wheaton, Newmont, Hecla - no doubt to be followed by many more. Why have they decided to do this? The answer goes back to why we invest in the first place. We do so to make money to provide income and capital in the future. To do this we must maximize our total returns from those investments. Investments therefore must be money-making machines, not just good miners or growing companies.Read full article... Read full article...
Saturday, November 19, 2011
Go for the Gold: Metal to Rise as Financial Tactics Fail / Commodities / Gold and Silver 2011
By: Barry_Elias
Twelve years ago, Goldman Sachs converted from a private partnership to a publicly traded company.
This enabled them to take more extreme risk at the expense of others (e.g., clients, taxpayers). Co-CEO Jon Corzine was instrumental in consummating this conversion, receiving roughly $400 million from the initial public offering (IPO).
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Saturday, November 19, 2011
The Electric Car Paradox: Can We Switch To Electric Cars ? / Commodities / Energy Resources
By: Andrew_McKillop
The simple answer is no - and the complicated answer is also no.
Consumers in almost any motorized car loving country, now including China and India whose car industries have until recently shown straight-line upward growth (with China already vastly outdistancing the USA by car output) have a common complaint at the fuel filling station. They whine and complain about oil prices because they buy gasoline and diesel fuel almost daily, at least regularly, and are keenly aware of price changes. These are usually upward.
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Saturday, November 19, 2011
Gold, The Contrarian's Quandary / Commodities / Gold and Silver 2011
By: Adrian_Ash
Being right and sitting tight in gold might not be different things...
The BEST WAY to hope you'll make money investing?
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Saturday, November 19, 2011
Gold Demand Increases As Central Bank Purchases Jump 556% / Commodities / Gold and Silver 2011
By: Eric_McWhinnie
Despite record high nominal prices and bubble claims, demand for gold continues to grow. In its most recent Gold Demand Trends report, the World Gold Council finds that third quarter gold demand volume increased 6% to 1,053.9 tonnes. By the end of September, the quarterly average price of gold increased 39% to $1,702.12, compared to $1,226.75 in last year’s third quarter.
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Friday, November 18, 2011
HUI Gold Stocks Seasonal Trend Analysis / Commodities / Gold and Silver 2011
By: Zeal_LLC
After updating my gold-seasonality research last week, I heard from traders wondering how it affects gold stocks. Since the price of gold is their primary driver, gold seasonality naturally has a major impact on gold-stock price levels. This is readily apparent in the seasonality of the HUI, the flagship gold-stock index. As you’d expect, this sector mirrors and amplifies the seasonal swings in the metal it mines.
Friday, November 18, 2011
Don't Sweat the Gold Price Correction / Commodities / Gold and Silver 2011
By: Jeff_Clark
Jeff Clark, BIG GOLD writes: I've told more than one concerned investor that when the gold price falls, they should "come back in three months" and see if they're still worried. The idea is that the daily and monthly gyrations are nothing to fret over, that the price will recover and, in time, fetch new highs.
That advice has worked every time gold underwent any significant correction (except in late 2008, when one had to take a longer view than three months). Here's proof.
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Friday, November 18, 2011
Gold Demand Hits New Record with Central Bank Buying Up Sixfold / Commodities / Gold and Silver 2011
By: Jason_Hamlin
Gold demand in the third quarter of 2011 reached 1,053.9 tonnes, an increase of 6% compared to the same period last year. This equates to $57.7 Billion, an all-time high in value terms.
According to the World Gold Council’s Gold Demand Trends report for Q3 2011, this increase was driven by investment demand which rose by 33% year-on-year to 468.1 tonnes, generating record quarterly demand of $25.6 Billion.
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Friday, November 18, 2011
Gold Falls 2.5% But Up 21% YTD, Technical’s Short Term Bearish; Long Term Bullish / Commodities / Gold and Silver 2011
By: GoldCore
Gold is trading at USD 1,727.10, EUR 1,278.60, GBP 1,090.30, CHF 1,579.20, JPY 132,590 and CNY 10,970 per ounce.
Gold’s London AM fix this morning was USD 1,730.00, GBP 1,093.00, and EUR 1,279.87 per ounce.
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Thursday, November 17, 2011
Not Your Father's Gold Market / Commodities / Gold and Silver 2011
By: Adrian_Ash
From TTT to KFC and onto a very different gold investment market again... SO THIS isn't your father's bull market in gold, and it certainly isn't your grandfather's.
Where gold amid the Great Depression was all about three T's – teeth, trinkets and terror – it had morphed by the end of the 1970s into a finger-lickin' combination of Krugerrands, futures, and those "certificates of confiscation" that were government bonds paying way less than inflation.
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Thursday, November 17, 2011
Crude Oil Under Pressure / Commodities / Crude Oil
By: Mike_Paulenoff
NYMEX crude oil has reversed from new recovery highs at 103.37 to test its November support line at 99.20, which so far has contained the pressure.
However, judging by the sharply declining 40-hour RSI momentum gauge, we should expect additional pressure that extends weakness towards a test of much more important support at 98.25/00 next.
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Thursday, November 17, 2011
Why Uranium Prices Are Rising Again / Commodities / Uranium
By: Andrew_McKillop
WHAT GOES DOWN, GOES UP
We must start with the ultra-basic fact there is no such thing as an "open market" for uranium. Prices are reported by a select few nuclear-related organizations (like UXC) on the basis of what nuclear operator companies, power plant builders, uranium miners, and certain other players in the nuclear fuel value added chain decide to disclose as the prices paid or received when uranium and its fuel derivatives are handed over from one player to another, weeks after the event.
Thursday, November 17, 2011
EU Gold Investment Demand Surges 135%, World Demand Up 6% in Q3 2011 / Commodities / Gold and Silver 2011
By: GoldCore
Gold is trading at USD 1,759.10, EUR 1,305.60, GBP 1,116.30, CHF 1,618.20, JPY 135,390 and CNY 11,190 per ounce.
Gold’s London AM fix this morning was USD 1,756.00, GBP 1,115.70, and EUR 1,304.12 per ounce.
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Thursday, November 17, 2011
Investors Hedging Against Fiat Currency Devaluation with Gold, France Calls for ECB Solution / Commodities / Gold and Silver 2011
By: Ben_Traynor
SPOT MARKET gold bullion prices fell to $1741 per ounce Wednesday lunchtime in London – 2.6% down for the week so far – while stocks, commodities and government bonds also sold off as tensions grew between France and Germany.
As yields on French, Italian and Spanish government debt spiked, leaders of the Eurozone's two largest nations were in disagreement over how best to solve the crisis.
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Thursday, November 17, 2011
Jaguar A Sign of Gold Stocks Accumulation / Commodities / Gold & Silver Stocks
By: Jeff_Berwick
We were beginning to question our premises... something that almost always signifies a bottom. But, after riding through a tough year for the gold stocks, despite gold holding steadily between $1,500 to $2,000, it only came naturally that we should re-assess everything.
Were we wrong? Would the gold shares consistently underperform the metal? Would the rest of the market continue to ignore the precious metals stocks no matter what happened?
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Thursday, November 17, 2011
Whirlwind Debt Crisis Ensures Gold $2000 Assured / Commodities / Gold and Silver 2011
By: Jim_Willie_CB
What an incredible whirlwind of crisis from seven foul winds around the globe. Most emanate from Europe, which is far from its climax in crisis. Three steps will lead to full blown eruption, the first Italy with rising bond yields and a bank run, the second Spain with rising bond yields and admission that banks are far more insolvent than recognized, and third the failure of all three largest French banks as the principal swine creditor. In fact, a great split has occurred, as France has been cut off from the future world by Germany, which looks East to Russia and China. The Berlin leaders will not be needing French squires to carry their bags, but instead will watch as Paris becomes the appointed leader of the PIIGS.
Wednesday, November 16, 2011
Is It a Good Time to Invest in Oil and Gas Pipeline Companies? / Commodities / Oil Companies
By: Marin_Katusa
Marin Katusa, Casey Energy Opportunities writes: Let's begin by positioning the sector. Investing in a pipeline company is similar to investing in a utility: Like electricity providers, pipeline companies operate in heavily regulated environments, and once they are up and running, pipeline operators enjoy stable cash flows from long-term contracts.