
Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Thursday, September 22, 2011
What a Major Banking Crisis Would Do To the Gold Price? Part II / Commodities / Gold and Silver 2011
By: Julian_DW_Phillips
 In the first part of this series of articles we pointed out the developing   banking crisis and why we felt that was happening. When and how gold will have a   central bank-approved role depends on the political agenda on both sides of the   Atlantic. Commercial banks are already harnessing their gold to lower the cost   and availability of international loans! Since the first part of this essay,   there have been dramatic banking developments. Each of these has brought gold   close to the day when it will have an active role in the global monetary   system.
In the first part of this series of articles we pointed out the developing   banking crisis and why we felt that was happening. When and how gold will have a   central bank-approved role depends on the political agenda on both sides of the   Atlantic. Commercial banks are already harnessing their gold to lower the cost   and availability of international loans! Since the first part of this essay,   there have been dramatic banking developments. Each of these has brought gold   close to the day when it will have an active role in the global monetary   system.
Thursday, September 22, 2011
Gold and Stocks Plunge, Dollar and Govt. Bonds Rally, Fed "Setting Up for More QE" / Commodities / Gold and Silver 2011
By: Ben_Traynor
 U.S. DOLLAR gold prices dropped to $1739 an ounce Thursday lunchtime in London – a 4.1% fall in less than 24 hours – as stocks and commodities also fell heavily following Wednesday night's announcement by the US Federal Reserve.
U.S. DOLLAR gold prices dropped to $1739 an ounce Thursday lunchtime in London – a 4.1% fall in less than 24 hours – as stocks and commodities also fell heavily following Wednesday night's announcement by the US Federal Reserve.
Silver prices dropped to $37.22 an ounce – 8.4% off yesterday's high – while major government bonds and the US Dollar saw strong gains.
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Thursday, September 22, 2011
Gold and Stocks Fall on FOMC Disappointment / Commodities / Gold and Silver 2011
By: GoldCore
Gold is trading at USD 1,752.70, EUR 1,304.87, GBP 1,137.30, JPY 133,736.30, AUD 1,785.46 and CHF 1,609.01 per ounce.
Gold’s London AM fix this morning was USD 1,765.50, EUR 1,310.40, and GBP 1,144.35 per ounce.
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Thursday, September 22, 2011
Long-Term Gold and Silver Stocks Investing Tips / Commodities / Gold & Silver Stocks
By: The_Gold_Report
 Downgrades for U.S. debt, austerity programs across Europe and  political uncertainty all point to a continued uptrend in gold prices according  to Brien Lundin, publisher and editor of Gold Newsletter. For long-term  investors, Brien Lundin says in this exclusive interview with The Gold  Report, small-cap, precious metals equities are one place to take advantage  of the coming upward gold price trend.
Downgrades for U.S. debt, austerity programs across Europe and  political uncertainty all point to a continued uptrend in gold prices according  to Brien Lundin, publisher and editor of Gold Newsletter. For long-term  investors, Brien Lundin says in this exclusive interview with The Gold  Report, small-cap, precious metals equities are one place to take advantage  of the coming upward gold price trend. 
Wednesday, September 21, 2011
What is the Mining Industry Forecasting for Gold? / Commodities / Gold and Silver 2011
By: Eric_McWhinnie
Sunday, the 2011 Denver Gold Forum officially started. The conference is the world’s premier precious metals investment conference, and takes place at The Broadmoor Hotel and Resort in Colorado Springs. The conference features more than 150 international senior and emerging producers of gold (NYSE:GLD), silver (NYSE:SLV), and other precious metals (NYSE:DBP).
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Wednesday, September 21, 2011
Gold Drops Back through $1800 as Bank of England Primes Public for QE2 / Commodities / Gold and Silver 2011
By: Ben_Traynor
 THE DOLLAR gold price fell to $1789 an ounce Wednesday lunchtime in London – still a 1% gain on yesterday's low – while European stocks also fell as investors and policymakers weigh up their response to a sluggish growth outlook.
THE DOLLAR gold price fell to $1789 an ounce Wednesday lunchtime in London – still a 1% gain on yesterday's low – while European stocks also fell as investors and policymakers weigh up their response to a sluggish growth outlook.
"The risk remains for another drop towards last week's low of $1763," say technical analysts at bullion bank Scotia Mocatta.
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Wednesday, September 21, 2011
Why Oil Prices Not Debt Will Be Europe's Next Big Worry / Commodities / Crude Oil
By: Money_Morning
 Dr. Kent Moors writes: 
As I met with the Polish officials last Friday in Krakow to begin government sessions on shale gas policy, and European Union (EU) ministers met in the southwestern city of Wrocław, Poland, thoughts turned once again to oil pricing.
Dr. Kent Moors writes: 
As I met with the Polish officials last Friday in Krakow to begin government sessions on shale gas policy, and European Union (EU) ministers met in the southwestern city of Wrocław, Poland, thoughts turned once again to oil pricing.
Wednesday, September 21, 2011
Indian Rupee vs. Silver / Commodities / Gold and Silver 2011
By: Dr_Jeff_Lewis
Investors shouldn’t forget one of the best sources of demand for silver and gold—India. Gold was always a historically important commodity in India, where it’s seen as a store of wealth. Silver, on the other hand, rose mostly as a necessary “poor man’s” entry into precious metals, which have risen far faster than wages in most of the emerging market economies.
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Wednesday, September 21, 2011
Gold and Silver Investment Opportunity / Commodities / Gold and Silver 2011
By: Adrian_Ash
 Plenty of  reasons to be cautious were flagged up in today's "Bubble or Not?"  debate...
Plenty of  reasons to be cautious were flagged up in today's "Bubble or Not?"  debate...
LOTS MORE to share from the second and last day of this year's LBMA Annual Conference here in Montreal. But the red-eye for London won't wait, not with Air Canada cabin staff starting a strike at midnight.
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Wednesday, September 21, 2011
Gold GDX Has Given Us a Nice Secondary Buy Point / Commodities / Gold and Silver 2011
By: George_Maniere
 There has been a growing numbers of investing  experts have been declaring that gold is a bubble: an insanely overvalued asset  whose price is bound to burst.
There has been a growing numbers of investing  experts have been declaring that gold is a bubble: an insanely overvalued asset  whose price is bound to burst.
  I believe that there is no basis for that  opinion. Understanding why I feel this way can help point an investor toward  clearer thinking about the frenzied precious metal markets.
Tuesday, September 20, 2011
Gold and Silver Miners Beginning To Outperform Bullion / Commodities / Gold and Silver 2011
By: Jeb_Handwerger
 There has been short term profit  taking in gold over the past few weeks as investors return to an oversold  equity market.  Make no mistake such a  development is temporary and healthy as GST believes gold prices will make it  back to the $1900+ area.
           There has been short term profit  taking in gold over the past few weeks as investors return to an oversold  equity market.  Make no mistake such a  development is temporary and healthy as GST believes gold prices will make it  back to the $1900+ area.   It is important that our comments be clearly understood. As the Gold ETF(GLD) hit our overbought targets we moved laterally into our mining selections, which were just on the cusp of upside breakouts after several months of consolidation.
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Tuesday, September 20, 2011
Gold Rallies from 2% Fall, Italian Downgrade shows Eurozone Leaders are "Asleep at the Wheel" / Commodities / Gold and Silver 2011
By: Ben_Traynor
 U.S. DOLLAR gold prices rose to $1795 per ounce  Tuesday morning in London – still 0.9% down for the week – while stock and  commodity markets also gained despite yesterday's news of an Italian credit rating  downgrade.
U.S. DOLLAR gold prices rose to $1795 per ounce  Tuesday morning in London – still 0.9% down for the week – while stock and  commodity markets also gained despite yesterday's news of an Italian credit rating  downgrade. 
A day earlier, US stock markets fell, while gold prices lost 2% in less than hour.
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Tuesday, September 20, 2011
Gold Gains as Credit Rating Agencies Flag an "Italian Job" / Commodities / Gold and Silver 2011
By: GoldCore
Gold is trading at USD 1,793.84, EUR 1,309.37, GBP 1,140.96, JPY 137,101.40, AUD 1,742.44 and CHF 1,577.91 per ounce.
Gold’s London AM fix this morning was USD 1,792, EUR 1,309.37, and GBP 1,142.27 per ounce.
Yesterday’s AM fix was USD 1,817, EUR 1,332.31, and GBP 1,155.56 per ounce.
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Tuesday, September 20, 2011
Gold Stocks Escape Velocity / Commodities / Gold & Silver Stocks
By: Neil_Charnock
 I have been tracking the gold stocks since  gold began to rise in 2001.  I am a  self-confessed screen jockey so I have seen every phase, quirk, lull and rocket  ride this sector has had to offer over since it all began.  I love the markets.  There have been exciting explosive rallies  for gold stocks; a new one has been long overdue.   I have  watched, analysed and successfully traded this Gold Bull Market (GBM) since it  started therefore I hope am well qualified to bring you a valid point of view  and an important message.
I have been tracking the gold stocks since  gold began to rise in 2001.  I am a  self-confessed screen jockey so I have seen every phase, quirk, lull and rocket  ride this sector has had to offer over since it all began.  I love the markets.  There have been exciting explosive rallies  for gold stocks; a new one has been long overdue.   I have  watched, analysed and successfully traded this Gold Bull Market (GBM) since it  started therefore I hope am well qualified to bring you a valid point of view  and an important message.   
Tuesday, September 20, 2011
Perfect Storm Creates Tidal Wave of Gold Demand / Commodities / Gold and Silver 2011
By: Frank_Holmes
 A few weeks ago  we held our Case  for Investing in Gold webcast with the World Gold Council’s (WGC) Jason  Toussaint, who gave some remarkable insight into gold demand in the East. In  these countries, gold is not only celebrated, acquired, worn or displayed  during holidays or special occasions; it is seen as an everyday symbol of  wealth.
A few weeks ago  we held our Case  for Investing in Gold webcast with the World Gold Council’s (WGC) Jason  Toussaint, who gave some remarkable insight into gold demand in the East. In  these countries, gold is not only celebrated, acquired, worn or displayed  during holidays or special occasions; it is seen as an everyday symbol of  wealth.
Tuesday, September 20, 2011
Downleg in Crude Oil / Commodities / Crude Oil
By: Mike_Paulenoff
Nearby NYMEX crude oil finally proved the chart work correct as it plunged from the upper portion of its September congestion pattern (89.00-90.00) to the lower portion (86.00-84.00). The decline from last Thursday's lower recovery high at 90.15 into this morning's low at 84.93 has the look and structure of a completed downleg.
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Tuesday, September 20, 2011
The last decade has seen tectonic shifts in the global gold market... / Commodities / Gold and Silver 2011
By: Adrian_Ash
 TEN YEARS into the  current bull market in gold, enquiring minds are gathered here in Montreal  (along with a good number of traders, too) to ask how did we get here? What's  driving the price higher? And how much further might there still be?
TEN YEARS into the  current bull market in gold, enquiring minds are gathered here in Montreal  (along with a good number of traders, too) to ask how did we get here? What's  driving the price higher? And how much further might there still be?
"History [is] a guide to the future," said Pierre Lassonde, chairman of the $5 billion Franco-Nevada Gold Corporation to the London Bullion Market Association's annual conference, here at Le Sheraton Hotel this morning.
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Monday, September 19, 2011
How High Can Gold and Silver Climb? / Commodities / Gold and Silver 2011
By: Jeff_Clark
 Jeff Clark, Casey   Research writes: With gold a stone’s throw away from $2,000 and   already up 27% on the year, the objective investor might begin wondering how   much higher both it and silver can climb. After all, gold is nearing its   inflation-adjusted 1980 high – and that peak was a spike that lasted only one   day.
Jeff Clark, Casey   Research writes: With gold a stone’s throw away from $2,000 and   already up 27% on the year, the objective investor might begin wondering how   much higher both it and silver can climb. After all, gold is nearing its   inflation-adjusted 1980 high – and that peak was a spike that lasted only one   day.
Monday, September 19, 2011
Get Ready for Gold and Silver Christmas Rally / Commodities / Gold and Silver 2011
By: Peter_Degraaf
  During 18 of the last 22 years, gold has rallied between US Labor Day and   Christmas. Will the pattern this year follow the historical pattern? We will   analyze the fundamentals, look at some charts and try to draw a conclusion. The   charts in this report are courtesy Stockcharts.com unless indicated.
During 18 of the last 22 years, gold has rallied between US Labor Day and   Christmas. Will the pattern this year follow the historical pattern? We will   analyze the fundamentals, look at some charts and try to draw a conclusion. The   charts in this report are courtesy Stockcharts.com unless indicated.
Monday, September 19, 2011
Compromise​d Global Markets Thwart Any Possibilit​y of Economic Recovery: Gold to Benefit / Commodities / Gold and Silver 2011
By: Midas_Letter
 My argument is that the “disappointing recovery” that began in July is nothing less than the exhausted temporary stopgap effect of stimulus, zero interest rates, and TARP, and not, as stipulated in the mainstream, the onset of a “double dip”, or “economic weakness”. The injection of upwards of $2 trillion U.S. dollars into the global banking layer that blankets national economies created the illusion of growth by manifesting as corporate earnings among banks and Fortune 500 companies. All that the creation of all that capital has done is create more debt – which is exactly its purpose. But more than the debt issues, or rather, overshadowing the effect of debt deterioration on economic vitality, is the fact that markets – stock market index futures, derivatives and futures in all commodities – have been so thoroughly compromised as to become completely untrusted.
My argument is that the “disappointing recovery” that began in July is nothing less than the exhausted temporary stopgap effect of stimulus, zero interest rates, and TARP, and not, as stipulated in the mainstream, the onset of a “double dip”, or “economic weakness”. The injection of upwards of $2 trillion U.S. dollars into the global banking layer that blankets national economies created the illusion of growth by manifesting as corporate earnings among banks and Fortune 500 companies. All that the creation of all that capital has done is create more debt – which is exactly its purpose. But more than the debt issues, or rather, overshadowing the effect of debt deterioration on economic vitality, is the fact that markets – stock market index futures, derivatives and futures in all commodities – have been so thoroughly compromised as to become completely untrusted.

