Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Wednesday, August 31, 2011

Silver Ready to Breakout - Technicals and Fundamentals Suggest $50/oz in Early Autumn / Commodities / Gold and Silver 2011

By: GoldCore

Gold and silver have fallen after yesterday’s gains due to the very poor consumer confidence data and Federal Reserve murmurings of further monetary easing. Gold is trading at USD 1,792.50, EUR 1,245.10, GBP 1,098.30, CHF 1,471.50 and JPY 137,624 per ounce. While silver is trading at USD 41.21, EUR 28.53 , GBP 25.31, CHF 33.33 and JPY 3,155 per ounce.

Wednesday, August 31, 2011

Beryllium - Even Sexier than it Sounds / Commodities / Metals & Mining

By: George_Maniere

The young Marine sniper lays motionless in a shallow bed of sand and broken rock on the mountainside in Afghanistan. The sun blazes down, and he’s sweating. He’s spent the morning scanning a valley for Taliban fighters who keep a low profile in their maze of spider holes.

After a while, another Marine – the spotter – says, “I’ve got him. He’s just next to the tree, to the left of that stone house.”

Wednesday, August 31, 2011

Cobalt Is the King of Critical Metals / Commodities / Metals & Mining

By: Critical_Metals_Repo

Most people don't know or care about cobalt. But, as with a number of metals we seldom hear about, we would certainly miss cobalt if it were not available for use in many cutting-edge applications. In this exclusive interview with The Critical Metals Report, Rick Mills, editor of Ahead of the Herd, talks about the supply and demand for critical metals and tells us why cobalt is the "King of Critical Metals." He also tells us why he likes two emerging cobalt producers that could reward investors looking to participate in this very tight market dominated by China.

Wednesday, August 31, 2011

Investors Are Returning To The Undervalued Gold Mining Stocks / Commodities / Gold & Silver Stocks

By: Jeb_Handwerger

The brouhaha over the debt ceiling has generated upward moves, particularly in gold bullion. This is a primary example of a news driven market skewing orthodox technical measurements. Now it is entirely possible that the scare headlines are generating a caffeinated move to surpass resistance areas, especially in gold. The debt farce can end precipitously and so may the risk trade. What the market giveth exogenously is what the market taketh away with the resolution of the underlying media hype. The risk off trade may boost mergers and acquisition activity in the mining sector.

Wednesday, August 31, 2011

Galluping Gold, the Best Long-term Investment / Commodities / Gold and Silver 2011

By: Adrian_Ash

Between thought and expression lies a lifetime... – Some Kinda Love, The Velvet Underground

So ONE-in-THREE Americans think gold is the best long-term investment, according to the Gallup survey published by USA Today last week.

Tuesday, August 30, 2011

Gold Leaps as Finnish Demand Puts Entire Greek Rescue at Stake / Commodities / Gold and Silver 2011

By: Ben_Traynor

THE DOLLAR gold bullion price leapt 2.2% in less than an hour Tuesday lunchtime London time, hitting $1832 per ounce – still 4.2% off last week's all-time high – while commodities fell, US Treasury bonds rose and stocks were mixed as Greek debt worries affected the Eurozone.

"Conventional wisdom is that bullish sentiment on equities would mean bearish sentiment on gold," reckons one gold bullion dealer here in London.

Tuesday, August 30, 2011

Gold Forecast $1950 September, $2,500 Before End of the Year / Commodities / Gold and Silver 2011

By: GoldCore

Gold is higher against most currencies and especially the euro. Gold is trading at USD 1,792.50, EUR 1,245.10, GBP 1,098.30, CHF 1,471.50 and JPY 137,624 per ounce.

Gold’s London AM fix this morning was USD 1,791.00, EUR 1,243.49, GBP 1,097.56 per ounce. Gold fixed marginally higher than last Friday’s AM Fix which was at USD 1,787.00, EUR 1237.10, GBP 1,094.17 per ounce which suggests physical demand is supportive at the $1,800 level.

Tuesday, August 30, 2011

Gold Stocks Coiled Again / Commodities / Gold & Silver Stocks

By: Neil_Charnock

Gold has roared an assertive “here I am” as a wider group of investors realized the problems in the financial system were worse than they previously thought.  It is hard to let go of a concept when you are taught something and believe it for a long period of time.  This is especially hard when your model fits the world nicely over this time span.  I have not written this article to be condescending I sincerely understand how hard it is to let go of a newly broken concept that has worked in the past.  I believe this is the hurdle that is gradually breaking down and changing sentiment in the precious metals sector.  Gold stocks are now freshly coiled and raring to go up.

Tuesday, August 30, 2011

Why Gold Will Replace U.S. Treasuries as the World's Last Risk-Free Investment / Commodities / Gold and Silver 2011

By: Money_Morning

Keith Fitz-Gerald writes: It wasn't long ago that U.S. Treasuries were considered a "risk-free" investment. But the financial crisis, hulking budget deficits, political gridlock, and the Standard & Poor's debt downgrade have changed that perception - forever .

Now there's only one safe -haven investment: gold.

Tuesday, August 30, 2011

How to Pass the Gold Bull Market Test / Commodities / Gold and Silver 2011

By: Bill_Bonner

Last week in the financial markets was unsatisfactory. No clear trend announced itself. The Dow should have gone down. Gold should have gone down too. But they diddled around…and on Friday, both seemed to be back in counter-trends, moving against the direction we think they OUGHT to go.

As for stocks, everything we’ve found out about the economy since 2007 suggests that our Great Correction view is right. This market aims to correct something; we just don’t know what.

Tuesday, August 30, 2011

Rare Earth Metals Are Not That Rare / Commodities / Metals & Mining

By: George_Maniere

           The term Rare earth is an oxymoron. Rare Earths are all around us and indeed are very common. What is rare is to find high concentrations of Heavy Rare earths in a mining friendly area, mines that are the open pit variety, sites that have the basic infrastructure needed for mining (electric and water) and finally mines that have the roads or waterways  to move massive amounts of these earths to separation plants at a cost effective rate. This is indeed a rare combination.

Tuesday, August 30, 2011

Gold Producers Riding the Risk Trade / Commodities / Gold & Silver Stocks

By: The_Gold_Report

With the price of gold soaring to over $1,900 an ounce and investors abandoning equities for commodities, John McClintock, equity research analyst at Mackie Research Capital, sees gold mining companies benefitting from this flight from risk. In this exclusive interview with The Gold Report, McClintock identifies several gold mining companies with great upside potential.

The Gold Report: With the recent performance of the gold market, what expectations do you have for the next 6–12 months?

Monday, August 29, 2011

Gold Indepth Analysis and Charts on Daily and Weekly Timeframes / Commodities / Gold and Silver 2011

By: Capital3X

Gold touched intra day 1913 before correcting back to 1700. The level of the pullback and the speed with which it pulled back may have surprised many. But this was expected given the parabolic trend (Weekly charts) into which Gold has now entered.

We have superimposed powerful indicators on daily and weekly charts for Gold to understand price action in future. So often proved by us, that yesterday price action can predict tomorrow price action with a high degree of certainty!

Monday, August 29, 2011

Gold Stocks Inch Closer to Major Breakout / Commodities / Gold & Silver Stocks

By: Jordan_Roy_Byrne

In recent commentaries we’ve discussed the relative strength of the gold stocks and in particular the relative strength of the large miners. This relative strength comes at a time when the sector is nearing a potentially historic breakout. We’ve written about this breakout before but now the gold shares are closing in and it could only be a matter of days. GDX, our proxy for large-caps is now, after almost a year of trading in a tight range, only 3-4% away from new all-time high territory. Meanwhile, ZJG, the Canadian junior gold ETF, though lagging behind, is in great position to follow GDX to new highs. 

Monday, August 29, 2011

Gold Mining Stocks: A Questionable Performance / Commodities / Gold & Silver Stocks

By: Bob_Kirtley

The gold bull remains intact and continues to show strength despite the recent take down. However a question mark still hovers over the gold mining stocks which are trading as though gold is in its seasonally summer doldrums.

Monday, August 29, 2011

Valuation Gap Makes Gold Miners Attractive But All Miners Aren’t Created Equal / Commodities / Gold & Silver Stocks

By: Frank_Holmes

Goldwatchers were reminded gold’s volatility works in both directions this week, with prices falling more than $100 an ounce in just one day. We forecasted the selloff last week, explaining a 10 percent correction would be a non-event. Once again the CME Group hiked the exchange’s margin requirements for gold investment to shake out overleveraged speculation. This is a positive for long-term investors.

Sunday, August 28, 2011

Gold Blow Off May Have Arrived / Commodities / Gold and Silver 2011

By: Merv_Burak

Gold Blow Off May Have Arrived

Boy, some of these moves are getting kind of scary.  To keep your balance about things it might be very beneficial to watch the long term chart.  It does not roller coaster like a short term one.  On the other hand there may be just too much action missed between a short term and a long term trend.

Sunday, August 28, 2011

Gold Head and Shoulders Top? / Commodities / Gold and Silver 2011

By: Clive_Maund

After becoming monstrously overbought, gold suffered a heavy smackdown early last week as predicted in last week's update. It plunged back into support at the neckline of a potential Head-and-Shoulders top that we had delineated and then bounced strongly - so strongly that it calls into question the validity of this pattern. This action is shown in detail on the 2-month chart below. If the H & S pattern is negated by the price continuing to advance towards the highs again it does not mean that gold is not marking out an intermediate top or at least a consolidation, however, as it could morph into some other pattern like a Rectangle.

Sunday, August 28, 2011

Silver Failing to Break Above Resistance / Commodities / Gold and Silver 2011

By: Clive_Maund

After one more up day silver reacted back with gold as predicted in the last update and then found support at the lower trendline shown on its 6-month chart above its rising 50-day moving average. We now have to be careful with silver because there is widespread rampant bullishness with some extravagent targets being bandied about, and we know what usually happens when that is the case. Also, as set out in the Gold Market update, gold is still way overbought and thought to be vulnerable to a potentially substantial correction.

Sunday, August 28, 2011

Gold 2006 vs Gold Today, Does It Look Familiar? / Commodities / Gold and Silver 2011

By: Willem_Weytjens

On April 22nd, we wrote an article “Silver 2006 vs Silver Today, Does it look Familiar?”

The patterns were nearly identical… and so was the huge drop that followed.