Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Saturday, December 15, 2012

Gold and Silver: Of Cartels, Algorithms and Artificial Price Manipulation / Commodities / Gold and Silver 2012

By: Dr_Jeff_Lewis

Those who follow the day to day developments in the gold and silver markets have typically seen rampant market manipulation by large traders and bullion banks.

Although supposedly against the rules — and even being subjected to an ongoing investigation by the CFTC that now reaches into its fifth year — this market bullying is nevertheless allowed to happen over and over again without effective regulatory intervention.

Saturday, December 15, 2012

Gold Stocks Golden Points To Ponder / Commodities / Gold & Silver Stocks

By: Richard_Mills

Investors seeking leverage to precious metals should focus on junior resource companies who own the world's undeveloped gold and silver deposits as they provide the best exposure to a rising precious metals price environment.

You need to find the quality management teams with money in the treasury, the ability to raise more and owning the advanced projects that are well along the development path towards a mine.

Friday, December 14, 2012

Inflation Targeting is Dead, Long Live Inflation! / Commodities / Inflation

By: Adrian_Ash

The Fed actually thinks it can drive 315 million souls through a 0.2% gap in its forecasts...

REMEMBER INFLATION? Central bankers do – and they want to get rid of it, writes Adrian Ash.

Not in the way they used to get rid of it. Back then they would raise interest rates to curb debt-fuelled spending. Whereas now they want to throw inflation out of their policy targets instead.

Friday, December 14, 2012

Silver’s Strong Upleg / Commodities / Gold and Silver 2012

By: Zeal_LLC

Although you wouldn’t know it from listening to all the bearish commentary out there, silver is actually enjoying a strong young upleg.  Its technicals are very bullish, contradicting the prevailing pessimism gripping traders.  This glaring disconnect between price action and sentiment won’t last forever.  It has hammered silver stocks to depressed levels that offer a smorgasbord of opportunity for brave contrarians.

Friday, December 14, 2012

Euro Flag, Reversal Candlestick in Stocks and Gold / Commodities / Gold and Silver 2012

By: P_Radomski_CFA

Yesterday we saw substantial declines in the whole precious metals sector (the only important exception was palladium that actually managed to close higher after a huge price drop earlier during the day) even though the Fed announced Wednesday that it would continue its monthly purchases of $85 billion in Treasury bonds and mortgage-backed securities. This makes it probable that the Fed announcement was already priced into the market, hence the lack of its reaction.

Friday, December 14, 2012

Natural Gas Will be Trigger for Commodities Bull Run / Commodities / Commodities Trading

By: Toby_Connor

Last summer I told traders to watch the oil cycle as the CRB was working its way down into a final three year cycle low. At the time I was confident that the entire commodity complex was just waiting for the oil cycle to bottom. Once it did, the rest of the commodity complex launched out of that bottom like a rocket.

Friday, December 14, 2012

Natural Gas 2013 Forecast: Bullish Reasons Why Now Is The Time to Buy / Commodities / Natural Gas

By: Money_Morning

Dr. Kent Moors writes: Natural gas is developing into a very different market from oil, one that offers plenty of opportunities for investors to make big profits in 2013.

There are two contrasting dynamics when it comes to natural gas prices. First, the amount of recoverable volume has been accelerating, thanks to increasing unconventional (shale, tight, coal bed methane) reserves and technological improvements to extract it.

Friday, December 14, 2012

Market's Fed Reaction "Could Be Worrying Sign for Gold" / Commodities / Gold and Silver 2012

By: Ben_Traynor

SPOT MARKET gold prices looked to be headed for a third weekly loss in a row Friday lunchtime in London, after failing to break above $1700 an ounce, while stocks and US Treasuries were little changed on the day, with no signs of progress from Washington on the so-called fiscal cliff.

Silver was also headed for a third losing week in a row, trading around $32.60 an ounce for most of this morning, as other commodity prices gained slightly.

Friday, December 14, 2012

Queen Asks Bank of England ‘Why Did Nobody Notice?’ / Commodities / Gold and Silver 2012

By: GoldCore

Today’s AM fix was USD 1,696.50, EUR 1,297.32 and GBP 1,051.38 per ounce.  Yesterday’s AM fix was USD 1,694.75, EUR 1,299.16 and GBP 1,051.46 per ounce.

Silver is trading at $32.58/oz, €24.99/oz and £20.29/oz. Platinum is trading at $1,621.50/oz, palladium at $697.00/oz and rhodium at $1,060/oz.

Friday, December 14, 2012

Gold $XAU Death Cross / Commodities / Gold and Silver 2012

By: Brian_Bloom

Summary and conclusion

The behaviour of the gold share index may be an early warning sign that Quantitative Easing is about to take a back seat and be replaced by an emphasis on balancing the US budget. Should this turn out to be the case it will place a lid on “growth” of the US economy and will shift the focus of the authorities towards the desire to maintain the economy’s equilibrium. This will allow for a slow (multi year) deflation of the debt bubble but will be hostile to the mainstream investment world. Wealth Creation activities will offer (high business risk) investment opportunities.

Friday, December 14, 2012

Platinum Market Fear vs. Fundimentals / Commodities / Platinum

By: Casey_Research

In October of last year, we published a platinum-market overview in the Casey International Speculator and concluded by saying: "We recommend avoiding South Africa, and in this context it means staying away from platinum producers located there. If the energy situation spins out of control, miners' strikes continue, and the local trouble puts an indefinite halt to a significant portion of platinum production, some speculative opportunities may appear in the physical-metal market or platinum-backed investment tools. If we see signs of that happening, we may speculate on the results."

Friday, December 14, 2012

Gold Investor Profit and Protection Despite Banking Cartel Intervention / Commodities / Gold and Silver 2012

By: DeepCaster_LLC

“Western central banks conceal their gold loans and swaps because information about them is ‘highly market-sensitive and accountability about them would hinder secret currency market interventions by central banks, according to a confidential report by the International Monetary Fund obtained this week by GATA. …

“This is, the explicit but secret policy of Western central banking toward gold is to deceive and manipulate markets, as GATA long has complained. …

“…they considered that the Special Data Dissemination Standard reserves  template should not require the separate disclosure of such information but should instead treat all monetary gold assets, including gold on loan or subject to swap agreements, as a single data item.”

Thursday, December 13, 2012

Gold Bullion Christmas Dinner / Commodities / Gold and Silver 2012

By: Jan_Skoyles

Aside from the presents, getting the biggest Turkey in the shop, making sure the house is warm and festive and the compulsory family argument the other tradition at Christmas is the vast expense it costs us all.

Christmas has always been expensive but over the past few years it seems to have really crept up. Whilst factors such as weather conditions are frequently blamed on meat and vegetable price hikes our research shows that when the Christmas dinner is priced in gold oz or gold grams, rather than British pounds or dollars, prices haven’t crept up anywhere near as much, and in some cases are going down in price.

Thursday, December 13, 2012

The Pangaea Resource Mountain / Commodities / Energy Resources

By: Andrew_McKillop

The supercontinent Pangaea was as above all vast, and its formation then movement have left vast resources of all hydrocarbons, often located more than 2000 metres below current land surfaces and ocean floors. Plate tectonics helps us understand the processes.

One example of how different the world was about 220 million years ago, was India's status of an island separated from the Asian continent by the vast Tethys Sea. When Pangaea broke apart, India began moving north-east away from the future Africa, taking about 170 million years before it collided with Asia.

Thursday, December 13, 2012

Gold & Silver Fall Hard from 2-Week High as New Fed Easing Spooks Traders / Commodities / Gold and Silver 2012

By: Adrian_Ash

GOLD and silver fell hard overnight and early Thursday in London, dropping as European stock markets also fell and the US Dollar rose despite yesterday's latest "easy money" policy from the Federal Reserve.

Holding its key interest rate in the record low range of 0% to 0.25% for the 48th month running, the Fed's open market committee swapped its guidance for any rise in interest rates from mid-2015 to a target unemployment rate of 6.5% or below.

Thursday, December 13, 2012

Gold Falls Despite Fed’s QE4 - ZIRP Now Tied To Unemployment / Commodities / Gold and Silver 2012

By: GoldCore

Today’s AM fix was USD 1,694.75, EUR 1,299.16 and GBP 1,051.46 per ounce.
Yesterday’s AM fix was USD 1,712.50, EUR 1,315.59 and GBP 1,061.69 per ounce.

Silver is trading at $32.81/oz, €25.22/oz and £20.42/oz. Platinum is trading at $1,619.00/oz, palladium at $678.00/oz and rhodium at $1,060/oz.

Thursday, December 13, 2012

Gold and Real Estate Hedges for the Fiscal Cliff / Commodities / Gold and Silver 2013

By: The_Gold_Report

With nary a glimmer of hope that economic sense will supplant political expedience, Stansberry & Associates Investment Research Founder Porter Stansberry expects rampant inflation to roar in once the cost of capital rises. How is he preparing himself? Stansberry tells The Gold Report he continues to buy and hold gold, and discusses another investment vehicle he has been pursuing.

The Gold Report: Not a day goes by that we don't hear or read something about the fiscal cliff. To what extent are you worried about the fiscal cliff? Or do you foresee a resolution?

Thursday, December 13, 2012

Gold – A Look Back, And A Look Forward / Commodities / Gold and Silver 2012

By: Peter_Degraaf

“History does not repeat itself, but it often rhymes”, as Mark Twain noted.

Featured is the five year weekly gold chart. The green boxes highlight pullbacks from overbought conditions. The blue boxes show the testing of a breakout from below the 50 week moving average. The green arrows point to the expected upward direction upon the completion of this test.

Wednesday, December 12, 2012

The Big Nuclear Energy Lie / Commodities / Nuclear Power

By: DailyWealth

Matt Badiali writes: What are the Japanese doing in Uzbekistan?

For natural resource investors, it's one of the most important questions in the world. The country is a major gold producer. It also produces large amounts of natural gas, cotton, and copper. But these days, Japan has little interest in the traditional commodities Uzbekistan has to offer.

Wednesday, December 12, 2012

What Happens to Gold If the U.S. Dollar Does Not Collapse? / Commodities / Gold and Silver 2012

By: P_Radomski_CFA

We follow up on our essay on gold and the dollar collapse from December 4, 2012. In that essay, we speculated what could happen with gold if the U.S. defaulted on its debt in real terms. Today, we describe possible scenarios in the opposite case where the greenback is not destroyed in spite of excessive debt.

The “imminent” collapse of the dollar has been spoken of years now. Since 2008 this talk has been fueled largely by consecutive rounds of quantitative easing (QE). With QEs at $2.25 trillion and counting, the number of borrowed dollars is hitting new highs and it’s no wonder that the ability of the U.S. to sustain such programs in the future is being questioned.