Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Monday, January 30, 2012

The Five Stages of Collapse and the Coming Paradigm Shift in Silver / Commodities / Gold and Silver 2012

By: Steve_St_Angelo

The biggest problem for investors today in trying to forecast the future price of silver is the enormous amount of contradictory analysis on the Internet.  There are bulls, bears, paper traders, physical buyers, technical analysts, hedge funds, commercial banks and silver manufacturers all trying to play a part in this highly volatile silver market.  Trying to sift through the huge volumes of silver analysis on the internet can be extremely frustrating.  In addition, some of this information is not meant to inform, but rather to confuse or mislead the investor.

Sunday, January 29, 2012

Comex Silver Futures to Bullion Leverage Reaches 6.8 to 1 / Commodities / Gold and Silver 2012

By: Jesse

There are 49,436 contracts currently open for the next delivery month which is March 2012. Each contract represents 5,000 ounces. That is 247.18 million ounces of silver being traded for March delivery against a registered 36.56 million ounces. This is a subset of all the contracts going out over the year.

The is leverage of about 6.8 to 1. It 'works' because most contracts are speculative and settled for cash. Comex is not where one goes for the delivery of a large amount of silver.

Sunday, January 29, 2012

Silver Epic Reversal / Commodities / Gold and Silver 2012

By: Willem_Weytjens

On January 11th, we expected the US Dollar to top as Sentiment was uber-bullish, which would lead to a nice rally for Gold, Silver, and (Mining) stocks. That day, the USD index closed at 81.35, Silver at $29.89, and Gold at $1,641. (Click HERE for the article)

Today, the USD stands at 78.90, Silver at $33.89 and Gold at $1,733.50, so we got what we expected.

Sunday, January 29, 2012

Nuclear Energy is Fossil Fuels Electricity Generation Replacement, No Contest / Commodities / Nuclear Power

By: Richard_Mills

The electricity needed for any country to successfully replace fossil fuels, both for transportation and everyday use, will have to come from nuclear generation.

As the world's population and standard of living continues to climb, demand for more - and cleaner energy - grows alongside the pressures we continue to put on our environment.

Saturday, January 28, 2012

It's Time to Get into Gold Junior Miners / Commodities / Gold and Silver 2012

By: The_Gold_Report

Philip Ker, a mining analyst for Canada-based Union Securities Ltd., says while current market conditions are affecting the junior mining space, they are also helping investors to identify low-risk opportunities and projects that may provide future value growth. In this exclusive interview for The Gold Report, Ker discusses how the industry will need to continue to see positive news, especially from senior and midtier producers, which should trickle down to the juniors.

Saturday, January 28, 2012

Central Bank Gold Joining the Dots / Commodities / Gold and Silver 2012

By: Adrian_Ash

Yes, central banks are holding more gold. But they're holding very much more wood-pulp on top...

THE GOLD PRICE on Wednesday broke up through the downtrend starting at last summer's record high. Or so a technical analyst studying the price chart would tell you.

Friday, January 27, 2012

Stock Market and the Dollar Sustain the Bullish Environment for Gold and Silver / Commodities / Gold and Silver 2012

By: Przemyslaw_Radomski

This week marked the Year of the Dragon in the Chinese calendar, and according to Chinese mythology, Dragon years bring powerful changes and optimism representing imperial power, prosperity and good luck. This year is supposed to be even more auspicious since it's a Water Dragon year, something that occurs once every 60 years. We admit that we don't yet use the Chinese Horoscope as a technical indicator, and who knows, perhaps we should. One thing is certain—the Year of the Dragon began with an auspicious move for precious metals. 

Friday, January 27, 2012

With Friends Like These Does Gold Need an Official QE3? / Commodities / Gold and Silver 2012

By: Eric_McWhinnie

Although the trading week started quietly for precious metals, gold and silver surged after the Federal Reserve’s latest Federal Open Market Committee meeting. On Wednesday, the Fed announced it will not increase its benchmark interest rate until at least late 2014, citing that record-low interest rates are still needed to help boost the sluggish economy. Furthermore, Fed Chairman Ben Bernanke explained that quantitative easing is “an option that certainly is on the table.”

Friday, January 27, 2012

Gold GLD ETF Investors Mass Exodus / Commodities / Gold and Silver 2012

By: Zeal_LLC

Gold is enjoying an awesome January, rallying strongly out of its oversold late-December lows.  But last month’s hyper-pessimistic sentiment deserves some reflection before it totally fades from memory.  One of the core theses of the bears resolutely predicting sub-$1400 gold prices soon was the notion that there would be widespread liquidations in the flagship GLD gold ETF, a mass exodus of capital.

Friday, January 27, 2012

Gold Has Foundation to Build Next Move Higher Following FOMC Catalyst / Commodities / Gold and Silver 2012

By: Ben_Traynor

WHOLESALE MARKET gold prices were headed for their biggest one-week rise since the start of December Friday lunchtime in London, climbing back through $1720 an ounce – a weekly gain of over 3%.

Silver prices meantime hovered around $33.60 per ounce – 4.2% up on last week's close – while other stocks and commodities were broadly flat and US Treasury bond prices slipped.

Friday, January 27, 2012

Gold and Silver Surprise Rally / Commodities / Gold and Silver 2012

By: Jeb_Handwerger

Gold and Silver Surprise Rally

At the end of 2011, Merkel and Sarkozy got together for an unusual emergency meeting. They pledged to come up with economic salvation. Immediately the equity markets mounted a year end "Halleluyah" rally. Bernanke followed Europe's footsteps in 2012 and expanded the horizon of record low interest rates from Mid-2013 until Late 2014.

Thursday, January 26, 2012

Gold Touches 7 Week High on Fed Euphoria / Commodities / Gold and Silver 2012

By: Adrian_Ash

INVESTMENT DEMAND to buy gold continued to push wholesale prices higher Thursday morning in London, after the US Federal Reserve vowed to keep Dollar interest rates at zero until at least 2014 – one year later than previously promised.

The global market's AM Gold Fix here in London was set at $1713 per ounce, more than 3.8% higher from Wednesday afternoon and the highest level since Dec. 8th.

Thursday, January 26, 2012

Gold Breaks Above $1700 on Continuing Negative Real Interest Rates / Commodities / Gold and Silver 2012

By: GoldCore

Gold’s London AM fix this morning was USD 1,713.00, GBP 1,091.10, and EUR 1,300.59 per ounce.

Yesterday's AM fix was USD 1,659.00, GBP 1,064.08, and EUR 1,277.04 per ounce.

Thursday, January 26, 2012

I Stand By Silver $140 In 2012 / Commodities / Gold and Silver 2012

By: Hubert_Moolman

There is a well-established relationship between how silver and gold trade. They often trade similar in the same time period, but also at similar milestones, although those milestones are sometimes reached at different times. This can cause silver or gold to be the leading indicator, depending on the particular milestone.

I have previously used this relationship to predict how silver will trade. Below, is an extract of that update:

Thursday, January 26, 2012

Why Energy Investors Will Get Crushed If They Fail to Look Towards Dubai / Commodities / Crude Oil

By: Money_Morning

Keith Fitz-Gerald writes: The way I see it, U.S. and European energy traders will be lucky if the door doesn't hit them in the backsides as everybody heads for the doors.

Like so many Western investors, they still have their blinders on.

They think that if demand in the U.S. and the European Union (EU) begins to slide that oil prices will fall into the toilet right along with it.

Thursday, January 26, 2012

'Mania' in Junior Gold Mining Stocks Predicted / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Fayyaz Alimohamed, CEO of Altair Ventures Inc. and publisher of the Acamar Journal, offers historical perspective and predictions on the global economic crisis. In this exclusive Gold Report interview, he foresees a "mania" in junior mining stocks and recommends holding physical gold outside the banking system as a safety net.

The Gold Report: Fayyaz, in June 2008, using readily available economic data, you wrote that the global economy was on the verge of financial collapse. What do those sources tell you about where the global economy is headed today?

Thursday, January 26, 2012

Buy Apple Stock or Gold? / Commodities / Gold and Silver 2012

By: Eric_McWhinnie

Gold is a very controversial object. Many investors view the precious metal as a storage of wealth and a hedge against uncertainty. However, critics claim gold is a bubble and has no intrinsic value, especially since you can not eat it. The tech giant Apple Inc. also receives a fair amount of controversy, and unlike its name would suggest, you can not eat it either.

Thursday, January 26, 2012

Gold and Silver Blast Higher on Bernanke Interest Rate Hold Pledge / Commodities / Gold and Silver 2012

By: Mike_Shedlock

In a press statement regarding today's FOMC meeting, the Fed announced that economic conditions would "likely warrant exceptionally low levels for the federal funds rate at least through late 2014".

Wednesday, January 25, 2012

Straightening Out the Strait / Commodities / Crude Oil

By: John_Browne

Recently some of the fears that investors had focused on in the 11th hour debt negotiations in Greece have drifted southeastward towards the Strait of Hormuz. An increasingly bellicose Iran threatens to throw the world economy into confusion with the potential closure of one of the world's most important sources of energy. Catastrophic failure in Athens or the Gulf could plunge the world into severe recession if not depression. Having discussed the Eurozone at length, we focus this week on the threats posed by Iran.

Wednesday, January 25, 2012

Return of the Gold Commission? Would it Raise the Gold Price? Confiscation? / Commodities / Gold and Silver 2012

By: Julian_DW_Phillips

Newt Gingrich

The answer to this question is threefold

1. It depends on him being elected to a position where he can put this into action.
2. It depends on how serious he is on the matter.
3. It depends on what his objective really is.