Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, July 20, 2012

Silver Price Undervalued / Commodities / Gold and Silver 2012

By: Zeal_LLC

After being sucked into the general commodities correction, silver has been relentlessly drifting lower since late February.  But this weakness has forced the white metal down to a very bullish place technically.  Silver is now quite undervalued compared to prevailing gold prices, its primary driver.  Thus it has great potential to rally mightily in the coming months to regain much lost ground relative to gold.

Friday, July 20, 2012

Gold Technical or Fundamental Analysis? / Commodities / Gold and Silver 2012

By: P_Radomski_CFA

Each week we reply to questions from our subscribers and include them in our Premium Updates. Today's essay is dedicated entirely to commenting on one of the letter that we received this week. It touches several interesting points and shows us that there are still some controversies and doubts regarding two most popular approaches to analyzing financial markets, i.e. technical and fundamental analysis, that need clarification. For clarity's sake we decided to put our comments alongside it, in addition to answering the reader's final question.

Friday, July 20, 2012

Flat Currency Momentum Sees Gold in Contracting Range / Commodities / Gold and Silver 2012

By: Ben_Traynor

THE U.S. DOLLAR gold price hovered above $1580 an ounce during Friday morning trading in London – in line with where it has spent the last two weeks – while stocks and commodities ticked lower and US Treasuries gained, as market attention returned to the European debt crisis, currently focused on Spain.

The silver price dipped to $27.07 per ounce, though it too remained firmly within its range for the last fortnight.

Friday, July 20, 2012

If India Sneezes, will the Gold Industry Catch a Cold? / Commodities / Gold and Silver 2012

By: Jan_Skoyles

“If India sneezes, the gold industry will catch a cold” Ajay Mitra

India and gold are two words closely linked in the precious metals world. Gold investing is so deeply ingrained in Indian culture that Indian’s have over 20 different words for the yellow metal.

Thursday, July 19, 2012

Gold's Convergring Trading Range as "Summer Doldrums" Worsen / Commodities / Gold and Silver 2012

By: Adrian_Ash

WHOLESALE LONDON prices to buy gold rose 1.3% Thursday morning in London, briefly rising above $1590 per ounce as world stock markets also rallied.

Silver prices rose faster still, gaining 2.2% from Wednesday's low to reach $27.55 per ounce.

Thursday, July 19, 2012

A Clear Tipping Point for Resources, You Don't Want to Miss This Opportunity / Commodities / Commodities Trading

By: Money_Morning

Frank E. Holmes writes: I recently spoke at FreedomFest in Vegas along with the world's best and brightest minds, such as Steve Forbes, Senator Rand Paul, and Whole Foods CEO John Mackey.

I discussed the growing global demand for resources and gold to a crowd of 2,000.

Thursday, July 19, 2012

China Aims To Be "Major Gold Trading Center" With Interbank Gold Trading / Commodities / Gold and Silver 2012

By: GoldCore

Today's AM fix was USD 1,580.00, EUR 1,287.06, and GBP 1,009.33 per ounce.
Yesterday’s AM fix was USD 1,579.50, EUR 1,288.65 and GBP 1,012.57 per ounce.

Silver is trading at $27.55/oz, €22.51/oz and £17.54/oz. Platinum is trading at $1,429.20/oz, palladium at $580.80/oz and rhodium at $1,190/oz.

Thursday, July 19, 2012

Is Your Gold Bullion Safe? False Sense of Security for ETF Investors / Commodities / Gold and Silver 2012

By: Nick_Barisheff

Worldwide economic uncertainty has created a growing interest in precious metals as a way to preserve wealth. Today, global risks for investors include currency devaluation, sovereign debt defaults, bond market collapses and stock market losses, all underpinned by ever-increasing government debt.

For protection from impending economic Armageddon, investors are turning in increasing numbers to the traditional safe haven of precious metals. Unfortunately, many today don't know how to purchase or store bullion, and consequently may find themselves as vulnerable to financial collapse as those who didn't purchase any bullion at all.

Thursday, July 19, 2012

Can Gold's Luster Be Restored This Summer? / Commodities / Gold and Silver 2012

By: Clif_Droke

The summer has been a dizzying one for commodities. The last four weeks have witnessed the price of corn soaring toward an all-time high due to withering heat in the Corn Belt states. At the same time, this weather-driven bull market in the grain market, as well as the recent oil price rally, has left investors wondering if this summer might finally be gold's time to shine.

Thursday, July 19, 2012

Gold Seasonal Recycling / Commodities / Gold and Silver 2012

By: Adrian_Ash

Even paying July/August's top price for gold has averaged 5.1% returns by New Year's since 1968...

IT'S A HARDY perennial for anyone studying the gold market. And with the British summer being more like November this year, very hardy perennials are just what is needed.

Wednesday, July 18, 2012

Whatever Happened to $200 Crude Oil? / Commodities / Crude Oil

By: Raul_I_Meijer

Jeff Rubin, former chief economist with Canadian bank CIBC, is very well known for his predictions of exponentially increasing oil prices (see for instance this 2009 lecture). Mr Rubin’s position was that prices would continue their rise due to a confluence of circumstances - that conventional supplies have peaked, that unconventional sources are expensive to produce and that demand would continue to grow with the energy requirement inherent in expanding global trade.

Wednesday, July 18, 2012

How Gold Will be Made Acceptable by the Powers that Be / Commodities / Gold and Silver 2012

By: Julian_DW_Phillips

The critical requirements of gold's return to the monetary system are twofold:

• It must easily dovetail into the current monetary system.
• It must provide a workable application, right down to consumer level.

Wednesday, July 18, 2012

Gold 'Game Changer' as UK New Regulation Favours Gold / Commodities / Gold and Silver 2012

By: GoldCore

Today's AM fix was USD 1,579.50, EUR 1,288.65, and GBP 1,012.57 per ounce.
Yesterday’s AM fix was USD 1,595.00, EUR 1,296.85 and GBP 1,020.47 per ounce.

Silver is trading at $27.09/oz, €22.23/oz and £17.43/oz. Platinum is trading at $1,415.75/oz, palladium at $574.18/oz and rhodium at $1,190/oz.

Wednesday, July 18, 2012

Gold "Saddled with Uncertainty" Over QE / Commodities / Gold and Silver 2012

By: Ben_Traynor

WHOLESALE MARKET gold prices ticked lower Wednesday morning in London, dropping below $1580 an ounce, while stock markets and commodities were broadly flat and US Treasuries gained, as markets continued to digest yesterday's testimony to Congress by Federal Reserve chairman Ben Bernanke.

Like gold, silver prices also eased, falling as low as $27.04 an ounce in Wednesday morning's London trading.

Wednesday, July 18, 2012

Why Gas Prices are Heading Higher / Commodities / Gas - Petrol

By: Money_Morning

Dr. Kent Moors writes: With "Big Ben" testifying over the next two days on Capitol Hill, the indices will be bouncing around.

I always find it curious that the same Street urchins who criticize government for interfering in the "free market" are nonetheless the same ones pouting in the corner when the Fed doesn't propose a new bailout to improve their portfolio values.

Wednesday, July 18, 2012

The Potential for Gold Stocks in 2013-2014 / Commodities / Gold & Silver Stocks

By: Jordan_Roy_Byrne

There are two drivers of stock prices: valuation and earnings. Valuations are very much driven by investor sentiment while earnings are driven by revenue and margins. In recent months we've devoted some time to the three phases of a bull market. These are the stealth phase, wall of worry phase and participation or bubble phase. Earnings rise in each stage while valuations only increase in the first and last phase. The average gold producer has made no net progress in five or six years because the average valuation has declined considerably. Going forward, this means opportunity.

Wednesday, July 18, 2012

Gold and Silver Investors Rotating Into Undervalued Junior Explorers / Commodities / Gold & Silver Stocks

By: Jeb_Handwerger

The rule of the casino emphasizes that in order for one to be right in the market, the consensus has to believe that you are wrong. The majority goes home empty handed while the few emerge winners. Today there is extreme volatility, nevertheless the few players emerge as winners despite the daily ups and downs.

Tuesday, July 17, 2012

Dear Gold, Thanks for the Diversification / Commodities / Gold and Silver 2012

By: William_Bancroft

In these pages we regularly mention the unique attributes of gold bullion investment, and how gold is able to diversify a portfolio like nothing else. We’ve cited a gold investment’s role in Harry Browne’s legendary Permanent Portfolio, the role gold has played in Jim Rogers’ stellar investment record, and why Swiss bankers and traditional money managers always steered clients to put >10% into gold bullion.

Tuesday, July 17, 2012

Marc Faber Says Gold Is Oversold / Commodities / Gold and Silver 2012

By: GoldCore

Today's AM fix was USD 1,595.00, EUR 1,296.85, and GBP 1,020.47 per ounce.
Yesterday’s AM fix was USD 1,584.00, EUR 1,300.17 and GBP 1,020.68 per ounce.

Silver is trading at $27.36/oz, €22.38/oz and £17.59/oz. Platinum is trading at $1,423.00/oz, palladium at $580.40/oz and rhodium at $1,190/oz.

Tuesday, July 17, 2012

Nat Gas Ready To Pop? / Commodities / Natural Gas

By: Chris_Vermeulen

Nat gas (UNG) has recently caught my attention. While it was in a significant downtrend for the better part of a year it has recently been consolidating right under the $20 level. A look at the daily chart shows a long move down and then recently a sideways consolidation pattern. While this is typically a continuation pattern I am beginning to believe think that the next move may be up rather than an extension of the previous down trend.