Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Monday, September 10, 2012
As The Euro Tumbles, Spaniards Look To Gold Bars / Commodities / Gold and Silver 2012
By: Peter_Schiff
J. Luis Martin writes: The unremitting deterioration of the eurozone's sovereign debt landscape continues to fuel uncertainties about the longevity of the euro as a strong currency. Such uncertainties are not only leading to capital flight from the EMU's periphery to the core and destabilizing markets worldwide, but they are also beginning to frighten southern European savers into seeking refuge outside their 10-year-old currency.
Monday, September 10, 2012
Gold Bugs and Anti-Gold Bugs, It's a Fight for Civilization / Commodities / Gold and Silver 2012
By: Gary_North
A recent article by David Weiner on the MarketWatch site reminded me of just how weak the economic arguments against the gold standard are. Its title: "A Fool's Gold Standard." I examined this article here.
The arguments by American critics of a gold standard all rest on this unstated presumption.
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Saturday, September 08, 2012
Gold Investing Lessons from Banking School / Commodities / Gold and Silver 2012
By: The_Gold_Report
Mike Niehuser, founder of Beacon Rock Research, incorporates his banking school background into his mining industry analysis. In this exclusive interview with The Gold Report, he assesses the macroeconomic situation from a banker's perspective, explains why he is convinced gold is ready to take off and shares the names of companies poised to profit from mining in the northwestern United States.
The Gold Report: You were at the Pacific Coast Banking School last Friday when gold prices dipped and then surged on Federal Reserve Chairman Ben Bernanke's comments. Why are you attending banking school?
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Friday, September 07, 2012
Gold Stocks Breakout / Commodities / Gold and Silver 2012
By: Zeal_LLC
After weathering a long consolidation followed by a major correction, gold stocks remain deeply out of favor today. But this bearish sentiment is slowly yielding as gold powers higher in its usual autumn rally. Gold stocks are starting to show signs of life again. And after their strong advance since late July, they are now on the verge of a major upside breakout. Odds are this event will herald a major new upleg.
Friday, September 07, 2012
Will US Face Power Blackouts as Drought Hits Electricity Generation? / Commodities / Electricity
By: OilPrice_Com
Well, its official - the U.S. government has acknowledged that the U.S. is in the worst drought in over 50 years, since December 1956, when about 58 percent of the contiguous U.S. was in moderate to extreme drought.
According to the National Oceanic and Atmospheric Administration National Climatic Data Center's "" report, "Based on the Palmer Drought Index, severe to extreme drought affected about 38 percent of the contiguous United States as of the end of July 2012, an increase of about 5 percent from last month... About 57 percent of the contiguous U.S. fell in the moderate to extreme drought categories (based on the Palmer Drought Index) at the end of July... According to the weekly U.S. Drought Monitor, about 63 percent of the contiguous U.S. (about 53 percent of the U.S. including Alaska, Hawaii, and Puerto Rico) was classified as experiencing moderate to exceptional (D1-D4) drought at the end of July."
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Friday, September 07, 2012
Commodity Investing in a Time of Rising Resource Nationalism / Commodities / Resources Investing
By: Roger_Conrad
“Ever-deeper, ever-further” has been the mantra of major natural resource producers over the past decade, as emerging Asia has replaced the US as the world’s single biggest consumer and driven demand to new heights.This unprecedented expansion hasn’t always driven up costs. In fact, major producers of everything from copper to platinum are uncovering some of the richest reserves yet seen with their massive investment. That’s helped keep a lid on companies’ overall production costs, which in turn has aided further investment. It has, however, elevated resource nationalism risk to heights not seen since the 1970s, when countries such as Chile expropriated assets from investors domestic and foreign.
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Friday, September 07, 2012
Gold Imports To China From Hong Kong Double Again On Safe Haven Demand / Commodities / Gold and Silver 2012
By: GoldCore
Today’s AM fix was USD 1,696.00, EUR 1,337.75, and GBP 1,062.06 per ounce.
Yesterday’s AM fix was USD 1,708.50, EUR 1,355.09and GBP 1,074.53 per ounce.
Friday, September 07, 2012
The Anti-Gold Fool / Commodities / Gold and Silver 2012
By: Gary_North
David Weidner wrote a piece for MarketWatch: "Fool's Gold Standard."
It was standard stuff, i.e., a combination of economic stupidity, attempted cleverness, and the rhetoric of contempt.
It deserves my special treatment, which I reserve for mainstream media journalists who hate the idea of a world not run by the Federal Reserve and who try to be clever. Weidner is not clever.
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Friday, September 07, 2012
Rare Earths Free Fall From Dizzying Heights / Commodities / Rare Earths
By: Anthony_David
The soaring prices of rare earth metals and uncertain supply forecasts due to Chinese quota restrictions dominated discussions in the first half of 2012. Since then, the rare earths market has been in free fall. Experts predict that the current scenario could play out for a year before we see a turnaround of fortunes.
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Friday, September 07, 2012
The Chinese Steel Production Paradox / Commodities / Steel Sector
By: Anthony_David
With demand for steel on the wane, producers across the world have reported losses or sharp drops in profitability. The slowdown in the steel market has been attributed to the slowdown in the Chinese economy, the ongoing euro zone crisis and a sluggish U.S. economy. Though China, the largest consumer of steel has taken measures to boost its economy, it is not expected to result in an increased demand for steel in the short term.
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Thursday, September 06, 2012
Russia Stock Piling Gold for a New Trading Currency / Commodities / Gold and Silver 2012
By: Jesse
The markets in general paused before the ECB announcement tomorrow and the Non-Farm Payrolls number in the US on Friday.
Early today there was a violent 7.6 magnitude earthquake in Costa Rica, but fortunately the damage was contained, there were few deaths, and there were no tsunamis. This is good news.
Thursday, September 06, 2012
JPM and Goldman Forecast Gold Price $1,800/oz By Year End / Commodities / Gold and Silver 2012
By: GoldCore
Today’s AM fix was USD 1,708.50, EUR 1,355.09, and GBP 1,074.53 per ounce.
Yesterday’s AM fix was USD 1,689.50, EUR 1,349.23 and GBP 1,065.26 per ounce.
Silver is trading at $32.55/oz, €25.94/oz and £20.55/oz. Platinum is trading at $1,582.50/oz, palladium at $644.80/oz and rhodium at $1,025/oz.
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Thursday, September 06, 2012
Investing in Silver: Strong Signals for Price Rally / Commodities / Gold and Silver 2012
By: Money_Morning
Don Miller writes:
Gold remains the favorite of precious metals investors, but silver is now a strong number two...with a bullet.
That means you should consider investing in silver now before it goes even higher.
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Thursday, September 06, 2012
Why the U.S. Drought is Hitting Harder Than Most People Realize / Commodities / Agricultural Commodities
By: Money_Morning
Chris Martenson writes: This is an important update on the U.S. drought of 2012 and its impact on food prices, water availability, energy, and even U.S. GDP.
Even though the mainstream media seems to have lost some interest in the drought, all of us should continue to be aware of it since its ramifications are far-reaching.
Thursday, September 06, 2012
Gold Hits Near-Record Euro Highs as Markets Jump on ECB Anticipation / Commodities / Gold and Silver 2012
By: Adrian_Ash
The WHOLESALE gold price reached new 6-month highs in Asian and London trade Thursday morning at $1713 per ounce, rising alongside most other financial assets as traders awaited the European Central Bank's latest policy decision – widely expected to unveil a quantitative easing-style program of buying weaker government bonds.
After a Bloomberg leak claimed Wednesday that the ECB will begin "Monetary Outright Transactions" – buying Italian and Spanish debt to reduce their borrowing costs – the published announcement simply kept Eurozone interest rates unchanged.
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Thursday, September 06, 2012
Gold Price Breakout - But Don't Look for the Gold Standard to Be Reinstated / Commodities / Gold and Silver 2012
By: Chris_Vermeulen
For the first time in over 30 years, talk of a return to the gold standard has become part of mainstream politics in the United States. Part of the official Republican policy adopted it at the recent Republican Convention and called for the commission to look at reestablishing the link between gold and the U.S. dollar. No doubt that plank was added to soothe supporters of Texas Congressman Ron Paul.
Thursday, September 06, 2012
The printing press is running hot, but where is inflation and how will it affect gold? / Commodities / Gold and Silver 2012
By: GoldSilverWorlds
The key to understanding inflation lies in the implications of an increasing money supply. Here at Global Gold, we rely on the “True Money Supply” which is provided by the Mises Institute. The “True Money Supply” was originated by Murray Rothbard and represents the amount of money in the US economy that is available for immediate use in exchange. On the chart below you see that the True Money Supply has accelerated at a faster rate in the past couple of years; it is currently in an exponential growth phase. Even if one takes the official data published by the US Fed, the evolution looks similar: since 2000, the Fed balance sheet has increased fivefold.
Thursday, September 06, 2012
Northern Rock vs. Gold / Commodities / Gold and Silver 2012
By: Adrian_Ash
Five years on, what does the Northern Rock crisis mean for gold investing...?
EARLY ON the morning of Friday, 14 September 2007, nervous savers formed queues outside several branches of Northern Rock – the former building society then writing 1-in-5 of all new UK mortgages.
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Thursday, September 06, 2012
Gold is the Ultimate Crisis Barometer / Commodities / Gold and Silver 2012
By: Clif_Droke
Gold's latest rally - and the dollar's recent decline - has the investing world buzzing with speculation as to the meaning behind it. Convention wisdom says that gold senses another round of loose money on the part of the world's leading central banks. But what few investors have considered is that gold is most likely serving its role as a crisis barometer, warning of trouble ahead on the economic horizon.
Thursday, September 06, 2012
Crude Oil and Gold Still Joined at the Hip: Something Has to Give / Commodities / Gold and Silver 2012
By: Andrew_Butter
This is a chart of the price of oil and the price of gold, superimposed:Read full article... Read full article...