Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Wednesday, August 08, 2012

Silver Market Sees ‘Anomalies’ and ‘Devious Efforts’ - CFTC’s Chilton / Commodities / Gold and Silver 2012

By: GoldCore

Today's AM fix was USD 1,607.00, EUR 1,298.90, and GBP 1,030.33 per ounce.
Yesterday’s AM fix was USD 1,613.00, EUR 1,300.39 and GBP 1,032.39 per ounce.

Silver is trading at $27.88/oz, €22.67/oz and £17.89/oz. Platinum is trading at $1,406.20/oz, palladium at $582.70/oz and rhodium at $1,100/oz.

Wednesday, August 08, 2012

Gold Market "Lacking Momentum" as Traders "More Interest in Olympics" / Commodities / Gold and Silver 2012

By: Ben_Traynor

THE U.S. DOLLAR gold price hovered just below $1610 an ounce for most of Wednesday morning's trading in London – in line with last Friday's close – while stocks and commodities ticked lower and US Treasuries gained.

The silver price dipped below $28 an ounce, although like gold, silver remains slightly above where it ended last week.

Wednesday, August 08, 2012

U.S. Food Prices 2013: Jeremy Grantham Warns of Coming "Dystopia" / Commodities / Agricultural Commodities

By: Money_Morning

Ben Gersten writes: The U.S. Department of Agriculture (USDA) on July 25 issued a report warning every American that U.S. food prices in 2013 will rise 3%-4% -- but that jump is just the start of a frightening long-term trend.

The warm weather in the winter months gave farmers hope for a great crop production this year, but a crippling U.S. drought now covers around 60% of the continental United States. The water shortage has killed crops, pushed corn prices higher, and will eventually make its way to your local store shelves.

Wednesday, August 08, 2012

What Happens to the Gold World When Greece Exits the Eurozone / Commodities / Gold and Silver 2012

By: Julian_DW_Phillips

Can it Happen?

It's becoming clearer and clearer that there is a large blind spot in the minds of financial people regarding this probability. Only financial men who have been in the markets for 40+ years understand what can happen. Since then and until 2007, financial men in general have lived in a growing, constructive world that has bred a comfort zone that's still the norm for them. But we've entered a decaying zone, one replete with disappointing financial news and sagging structures that repeatedly fail to meet expectations.

Wednesday, August 08, 2012

These Oil and Gas Technologies Lower Costs, Boost Upside / Commodities / Oil Companies

By: The_Gold_Report

There's more to the oil and gas business than drilling holes and distributing what comes out of the ground. Technological advancements in other details of exploration and production are creating major opportunities. In this exclusive interview with The Energy Report, EnerTech Advisor publisher James West fills us in on new cost-cutting technologies and the relatively unknown companies behind them, as well as some major companies that are already benefiting from them.

The Energy Report: In your last interview with The Energy Report, "The Who, What and Where of Energy Investing," you touched on a range of energy subsectors. Why are you placing more emphasis on energy rather than mining investments?

Tuesday, August 07, 2012

Gold "Popular Again" Despite Worries Over Indian Monsoon / Commodities / Gold and Silver 2012

By: Ben_Traynor

THE SPOT MARKET cost of buying gold climbed to $1616 an ounce Tuesday morning in London, its highest level so far this week, as commodity prices and stocks markets also edged higher, with the exception of the FTSE which was hit by allegations that one London-listed bank has hidden "secret transactions" from US regulators.

"Gold appears to be enjoying increasing popularity again," says Commerzbank's Commodities Daily note.

Tuesday, August 07, 2012

Gold Market Optimistic on Central Bank Intervention / Commodities / Gold and Silver 2012

By: GoldCore

Today's AM fix was USD 1,613.00, EUR 1,300.39, and GBP 1,032.39 per ounce.
Yesterday’s AM fix was USD 1,606.75, EUR 1,299.43 and GBP 1,032.28 per ounce.

Silver is trading at $28.08/oz, €22.71/oz and £18.01/oz. Platinum is trading at $1,415.70/oz, palladium at $582.50/oz and rhodium at $1,100/oz.

Tuesday, August 07, 2012

Why Junior Gold Stocks Are Still the Place to Be Invested / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Edward Karr, CEO of Geneva-based RAMPartners, favors a disciplined, patient and steady approach to investing in junior gold mining companies. In this exclusive interview with The Gold Report, Karr shares his thoughts on the European crisis, its effect on gold prices and some of his favorite junior gold mining companies.  

The Gold Report: Edward, because you're based in Switzerland, it would be interesting to get your perspective on the Eurozone's new rescue fund, the Eurozone Stability Mechanism (ESM). There is talk in the market that it could get a banking license, which would provide it access to European Central Bank (ECB) funds, aiding it in bailing out Spain and other economies. Do you believe that will happen?

Tuesday, August 07, 2012

The Global Race for Energy Resources / Commodities / Oil Companies

By: Frank_Holmes

The world watched in awe as American swimmer Michael Phelps became the most decorated Olympian of all time. I’ve read he’s been training in the pool for an average of 6 hours a day, 6 days per week, which equates to about 30,000 hours since age 13 and about 10,000 calories burned during a training day. It’s inspiring to see the incredible results of his tremendous sacrifice and commitment.

Investing in global markets requires the same sort of stamina, especially at times like this week, when the month’s reading on the manufacturing industry was not encouraging. The J.P. Morgan Global Manufacturing PMI of 48.4 for July was the lowest since June 2009.

Monday, August 06, 2012

No Need to Feed the Gold Bull / Commodities / Gold and Silver 2012

By: Ned_W_Schmidt

Animals, real or imaginary, must be fed on a regular basis. That feed, as we have also learned in recent years, can be either real feed or imaginary feed. Virtual animals that live on web-based children’s games can survive on virtual feed. Real bulls can only survive on actual grass or hay. Financial bulls can survive on a variety of imaginary feeds, but only for a limited period of time. As real feed has not been available for financial bulls for such a long period of time, their survival may be in question.

Monday, August 06, 2012

Silver Prices: When Schrödinger's Cat Jumps Out of Pandora's Box / Commodities / Gold and Silver 2012

By: Dr_Jeff_Lewis

Although silver is traded as a commodity, it is also a form of money. You only have to go back less than a hundred years in the long span of human history to discover that silver once circulated widely as currency, typically in the form of silver coins.

In fact, the UK’s paper currency the Pound Sterling originally obtained its name from the British currency that once represented the value of one pound of sterling silver, which is a mixed metal that consists of more than 92.5 percent pure silver.

Monday, August 06, 2012

Helicopter Ben and the Silver COT Report / Commodities / Gold and Silver 2012

By: Dr_Jeff_Lewis

Sadly, when it comes to precious metals investing, no entity seems as important as the Federal Reserve. The Federal Reserve sets U.S. monetary policy, which has a direct impact on the purchasing power of the U.S. Dollar.

This central bank has virtually complete control over inflation in the United States, and hence it can strongly influence the future price of your metals.

Monday, August 06, 2012

Gold and Silver Post Gains on High Likelihood of Central Bank Stimulus / Commodities / Gold and Silver 2012

By: Ben_Traynor

BOTH THE spot gold and spot silver price posted gains in Monday morning's London trading, with the gold price hitting $1610 an ounce– a few Dollars up on where it ended last week – as stocks and the Euro also rallied, with analysts speculating on whether central banks will conduct further stimulus measures.

"There is still room for [Federal Reserve] easing if it is required," says David Jollie, analyst at Mitsui Precious Metals in London.

Monday, August 06, 2012

Gold and Silver Stocks Bullish Short-Term Outlook / Commodities / Gold and Silver 2012

By: Jordan_Roy_Byrne

Back in April we were a bit presumptuous, believing the gold stocks would soon bottom. The ongoing correction was a water torture decline that avoided capitulation. Finally, in the middle of May we were confident that a major bottom was at hand. We argued that the market would make a higher low in July or August. Well, the market bottomed that week and the shares are now on the cusp of a potential double bottom. Some bottoms occur instantly while some take a few months to develop. We believe that Gold and the gold stocks are primed to head higher in the coming weeks and if true, it will further confirm the May bottom.

Sunday, August 05, 2012

Silver Price Forecast: Big Breakout Just Around the Corner? / Commodities / Gold and Silver 2012

By: Investment_U

Mike Kapsch writes: Ahhh… The smell of quantitative easing (QE) is in the air..

And another round of money printing and bond buying from the European Central Bank (ECB) in the coming weeks would almost certainly mean big things for silver prices in the near term.

Sunday, August 05, 2012

Silver Prices Soar When the Metal Gets This Hated / Commodities / Gold and Silver 2012

By: DailyWealth

Brett Eversole writes: You're not going to want to hear this. No one wants to hear it right now...

But we have an incredible opportunity to buy silver.

It doesn't feel good to trade precious metals here. Gold is down more than 10% from its highs this year. Platinum is down 20%. Silver is down about 27%.

Saturday, August 04, 2012

Gold and Phony Market Action / Commodities / Gold and Silver 2012

By: Jesse

The wiseguys would like to take the equity markets up a little higher in order to short them. The problem they are facing is that most of the non-professionals are sitting this action out.

The metals markets are meaningless in the short term, given the corruption in the trade that pushes prices around the plate without any respect to genuine price discovery.

Saturday, August 04, 2012

General Outlook for Gold and the Mining Stocks / Commodities / Gold & Silver Stocks

By: Vin_Maru

General Outlook for Gold and the Miners - It is our firm belief that the precious metals sector has bottomed out and the downside is very limited from here on out.  While there doesn’t seem to be an immediate rush back into the sector, now is a great time to be acquiring physical metals, but more importantly producers with growth profiles. That’s where we really see the value and upside potential.  Now would be a good time to start adding and scaling into any new positions you plan on taking.

Friday, August 03, 2012

Key Profit Signals: Crude Oil, Gold, Silver and Stocks / Commodities / Gold and Silver 2012

By: DeepCaster_LLC

Looking beneath the Misinformation and Hype and Spin at Key Fundamentals and Technical Signals (“Deepcasting”) is essential for Profit and Protection.

But actually acting as a contrarian in the face of the weight of highly publicized opinion, is not always easy, but is nonetheless necessary. Case in point, a few weeks ago we recommended putting on a long Energy play based on our somewhat contrarian forecast that Crude and the Energy complex would Rally, short-term. And we forecast they would Rally notwithstanding the deluge of data which told us that the three Economic Growth Engines, the USA, Eurozone, and China, are slowing. And Rally they did and when the Signals said take profit, we recommended liquidation at about a 30% profit in 54 days.

Friday, August 03, 2012

Gold and Silver Regaining Footing As Treasuries Make Bearish Reversal / Commodities / Gold and Silver 2012

By: Jeb_Handwerger

We have always regarded the markets as a grand casino subject to the manipulations of the Croupier and the House. This being said it is only rational to react in the face of the irrational. I remember speaking to a floor specialist who informed me that he reads the same price charts that most technicians do. This means we should be careful of any traps or head-feints at this critical juncture.

No doubt the patterns tell us that we are testing support levels and that technical damage has been inflicted on most stocks including the precious metals. The weak hands inform that the golden bubble may have been broken and the warning inscription written on the entrance to hell "abandon all hope, yea who enter here" may be applicable. We do not agree and may be considering this recent downward move in response to Bernanke and Draghi a fake out and that we may witness a reversal sooner rather than later.