Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, September 27, 2012

Intermarket Explanation for Coming Gold Market Bubble / Commodities / Gold and Silver 2012

By: Jordan_Roy_Byrne

As we travel to Toronto for the Cambridge House conference, we thought we’d share a few points from our upcoming presentation titled “The Setup for a Gold Bubble.” There are many different ways we can analyze this. By that we mean fundamental triggers, historical ratios, valuations and potential money flows, etcetera can explain the setup for and why this bull market will become a bubble. Today, we focus on intermarket analysis, which is one of our favorite subsets of technical analysis.

Thursday, September 27, 2012

Silver and the Myth of Diminishing Returns From QE / Commodities / Gold and Silver 2012

By: Adam_Brochert

There is lots of talk in the financial media about how there are diminishing returns from QE (i.e. money printing) with each successive round of counterfeiting. This is only true because such commentators are stuck in paperbug world and focusing on common stocks. But common stocks are in a secular bear market, so it makes sense that there could be diminishing returns on common equities related to bailing out banks and governments by destroying the purchasing power of the currencies of the world.

Thursday, September 27, 2012

QE3, SPR Release and Gasoline Prices / Commodities / Crude Oil

By: EconMatters

With crude oil accounting for 65% of the price of gasoline, there's typically a high correlation between the price of oil and gasoline. However, there's been a disconnect between the two for the most part of this year. The main reason for the disconnect is the divergence of supply market fundamentals.

Thursday, September 27, 2012

Gold Break Out to New High Near / Commodities / Gold and Silver 2012

By: The_Gold_Report

Brien Lundin expects money printing by the Federal Reserve to raise gold above its $1,920/oz high, and as editor and publisher of Gold Newsletter, he considers it his job to show people how to profit. In this exclusive Gold Report interview, Lundin explains why he believes it is time to be aggressive in equity positions and names companies that could benefit the most from the coming leg up.

The Gold Report: We just had a third round of bond buying in quantitative easing (QE). Will QE3 help the economy?

Thursday, September 27, 2012

The Great Game, Gold Arbitrage & Three Little Pigs / Commodities / Gold and Silver 2012

By: Dan_Amerman

The Great Game

An astute reader from Atlanta named Ken wrote the following in a letter to me:

"It seems that the game plan (for financial heavyweights) is to buy assets, real things that can't be papered away by the government, and pay back with depreciated dollars."

Wednesday, September 26, 2012

Gold Long Term Bull Market / Commodities / Gold and Silver 2012

By: Tony_Caldaro

Patrick McGough writes: The Gold Bull market started during the first quarter of 2001, and has now been in play for approximately 11 1/2 years. Commodity cycles tend to have 13 year bull markets and 21 year bear markets. This completes a 34 year cycle and for the moment Gold appears to be in the last 1-1 1/2 years of this cycle. Fortunately for us traders this tends to be the most explosive part of the cycle. In the actual economy Gold really does not serve as a commodity but as a currency. If this were not the case why do central banks accumulate or hold gold as reserves? The yellow metal is truly the currency of last resort.

Wednesday, September 26, 2012

Gold and Silver Buy the Dips / Commodities / Gold and Silver 2012

By: Adrian_Ash

WHOLESALE gold prices in US Dollars dipped beneath $1760 per ounce for the 3rd time this week in London on Wednesday morning, gaining against the Euro and Sterling as those currencies fell faster and rising back towards last week's new all-time high versus the Swiss Franc.

World stock markets extended Tuesday's late plunge in US equities, knocking 2.4% off the French CAC40 index as the Euro dropped to a 2-week low beneath $1.2850.

Wednesday, September 26, 2012

China Buys North Korea Gold Reserves / Commodities / Gold and Silver 2012

By: GoldCore

Today’s AM fix was USD 1,763.75, EUR 1,369.80, and GBP 1,089.07 per ounce.
Yesterday’s AM fix was USD 1,766.75, EUR 1,369.36 and GBP 1,088.37 per ounce.

Silver is trading at $33.79/oz, €26.41/oz and £20.99/oz. Platinum is trading at $1,630.00/oz, palladium at $627.10/oz and rhodium at $1,075/oz.

Wednesday, September 26, 2012

Crude Oil Prices are Headed Higher / Commodities / Crude Oil

By: Money_Morning

Dr. Kent Moors writes: My latest trip to London may have centered on the briefings I gave on Iranian oil sanctions, but I also did a number of media appearances.

As I have mentioned before, questions from European interviewers are generally more knowledgeable and to the point than in the states. This may be because places like London are much closer to the events directly affecting oil prices.

Wednesday, September 26, 2012

Cutting-Edge Technologies Will 'Green' Natural Gas Fracking / Commodities / Natural Gas

By: The_Energy_Report

Fracking in the U.S. is here to stay, affirms Keith Schaefer, editor of the Oil & Gas Investments Bulletin. North American business is dependent on cheap energy, and even energy utilities are switching from coal to natural gas. Although environmental concerns remain, the industry has incentive to do the right thing, says Schaefer. In this exclusive interview with The Energy Report, Schaefer profiles service companies that are using cutting-edge technology to make fracking safer, greener and cheaper.

Wednesday, September 26, 2012

The Great Graphite Supply Shakeup / Commodities / Metals & Mining

By: Critical_Metals_Repo

Investors who remember the lithium boom (and bust) a few years ago may be twice shy to enter a space with big upside potential tied to electric vehicles. But the parallels between graphite and lithium are superficial, insists Simon Moores, analyst with Industrial Minerals. Graphite, unlike lithium, supplies layers of demand, with reliable end-users in the steel industry. Meanwhile, China's production lull is making way for market entrants. In this exclusive interview with The Critical Metals Report, Moores profiles graphite miners around the world competing for the market's attention.

Tuesday, September 25, 2012

Measuring Gold Fiat Currency Performance Since 1971 / Commodities / Gold and Silver 2012

By: Julian_DW_Phillips

In 1971 President Nixon closed the window that allowed U.S. dollars to be sold for gold owned by the U.S. Just before that, the price of gold was $35 an ounce. Since then gold has been called a 'barbarous relic', a term used by Keynes, the famous economist.From that time on, the world's currencies stood merely on the confidence their governments engendered and the control they exercised over international financial dealings of all kinds. That confidence lasted until 2007 when the credit crunch brought government financing on both sides of the Atlantic into question. Up until now the performance of the underlying value of currencies has hidden these questions as exchange rates are adequately 'managed' through swap arrangements to stabilize exchange rate movements to the extent that violent moves don't happen. But the real value of currencies in terms of their real solvency is now a matter of open debate. As of now, relative to the amount of gold available to markets, the price of gold is the only measure of value that currencies can be held to. We look at that and look at the conditions that are determining the value of currencies now and in the future.

Tuesday, September 25, 2012

QE and the Commodity Markets / Commodities / Commodities Trading

By: Tony_Caldaro

QE and the Commodity Markets

After the recent announcements of the ECB’s OMT program, (outright monetary transactions), and the FED’s QE 3 program, (open ended asset purchases), we were forced to not only review the equity markets, but also the commodity markets. We updated the commodity charts last weekend. Those who review our public charts, on a regular basis, are one step ahead of this report. We will start with a review of the GTX (S&P GSCI Commodity Index), then all five of its sectors.

Tuesday, September 25, 2012

Gold ETFs Set New Record, Bullion Prices "Should Break Higher After Consolidation Period" / Commodities / Gold and Silver 2012

By: Ben_Traynor

SPOT MARKET gold bullion prices traded around $1765 an ounce Tuesday morning in London, 1.8% off last Friday's seven-month high.

"It looks to me like we've got a short period of consolidation," says Standard Chartered analyst Daniel Smith.

Tuesday, September 25, 2012

Gold and Silver Price October Correction Is Seasonally Weak / Commodities / Gold and Silver 2012

By: GoldCore

Today’s AM fix was USD 1,766.75, EUR 1,369.36, GBP 1,088.37 per ounce. Yesterday’s AM fix was USD 1,758.50, EUR 1,361.91 and GBP 1,084.96 per ounce.

Silver is trading at $34.23/oz, €26.58/oz and £21.18/oz. Platinum is trading at $1,633.75/oz, palladium at $643.00/oz and rhodium at $1,100/oz.

Tuesday, September 25, 2012

Manipulation of the Gold Price and the Crash of Paper Gold / Commodities / Gold and Silver 2012

By: GoldSilverWorlds

There is much discussion these days as to whether the price of gold is being manipulated. The answer is simply “yes.”

It is likely that most potential gold investors would agree that the major financial institutions have the ability to influence the gold price. They would also agree that to do so would be of benefit to those institutions. Yet, many investors still have difficulty making the final leap to agree that, if the institutions can manipulate the gold price and, by doing so, will profit from it, they will actually manipulate the price. Odd, as this would seem to me to be the easiest of the three premises to accept.

Tuesday, September 25, 2012

Just When You Thought It Was Safe To Buy Silver Again / Commodities / Gold and Silver 2012

By: Submissions

Kerry Kutz submits: Silver hits $35 and gets driven down again
We were in Chicago for the HardAssets conference last week. This was a new show that was sparsely attended. However, there were some good companies telling their stories and I think you'll enjoy hearing about them. If we own them or plan to own them, we'll always let you know. We don't tout stocks for anyone. All we do is tell their stories. But there's another story that's far more important than that of any precious metals producer. And that is market rigging. Chris Powell of GATA.org said it best when he uttered the phrase, "There are no longer any markets, only interventions."

Tuesday, September 25, 2012

Gold and Silver When Financial Repression Fails / Commodities / Gold and Silver 2012

By: Dr_Jeff_Lewis

Financial repression may prove to be the policy that triggers the inevitable return to fair value in precious metals. The failure of this academic policy, originally deployed in the 1950’s,adds to the list of possible scenarios triggering the failure of the manipulative price suppression that has been observed in the precious metals futures markets.

Tuesday, September 25, 2012

How Gold and Silver Safe Haven in Today's Troubled World  / Commodities / Gold and Silver 2012

By: Dr_Jeff_Lewis

The reasons for holding precious metals as a relatively safe haven for one’s personal wealth are numerous. 

One common investing thesis for buying precious metals is that these intrinsically valuable commodities can hold their value in times of rising price levels. This characteristic can help American savers keep pace with credit expansion and paper currency debasement.

Tuesday, September 25, 2012

Creating Fiat Currency Is a Blank Check for Gold Miners / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Worldwide monetary creation today has implications for the watchful investor in gold and silver. In this exclusive interview with The Gold Report, Leonard Melman, publisher and editor of The Melman Report, explains why, and shows who will be well positioned to benefit from current economic stimulus strategies.

The Gold Report: Now that the curtain has been raised and we can see the Federal Reserve's much-anticipated program of a third round of quantitative easing (QE3), what are your thoughts? How do you expect QE3 to affect your portfolio?