Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Tuesday, June 05, 2012

Mocking Warren Buffett’s Stance on Gold / Commodities / Gold and Silver 2012

By: Eric_McWhinnie

Gold gets dug out of the ground, then we melt it down, dig another hole, bury it again and pay people to stand around guarding it. It has no utility. Anyone watching from Mars would be scratching their head.”-Warren Buffett

Monday, June 04, 2012

Why Academic Economists Hate the Gold Standard / Commodities / Gold and Silver 2012

By: Gary_North

If there is a single confession of faith uniting economists all over the world today it is this: their uncompromising hostility to a full gold coin standard.

The second confession of faith is their qualified support of the idea of central banking.

Monday, June 04, 2012

Will the Oil Bubble Pop Down to $67 This Time: If so that’s Good News / Commodities / Crude Oil

By: Andrew_Butter

 The story so far:

1: There was a bubble in oil prices in 2008. The evidence for that is it popped which is a pretty good clue; although so far no one has figured out what drove the bubble. Yes it was probably speculators with access to easy money, but sadly no smoking gun has been found, although one gets the impression no one looked very hard.

Monday, June 04, 2012

A New Cyclical Gold Stocks Bull Market Is Born / Commodities / Gold & Silver Stocks

By: Adam_Brochert

And it is about time! After a 40% bear market (the second worst of the secular Gold stock bull so far), the large majority of investors and speculators have been worn out or scared out. The mid-May bottom was THE bottom in my opinion and we have a long way to go on the upside. The metals will rise as well, but Gold stocks will outperform this time.

Monday, June 04, 2012

Major Improvement in Gold's Interim Outlook / Commodities / Gold and Silver 2012

By: Clif_Droke

As of the end of May 2012, gold suffered the indignity of its first "bearish" year after its long-term bull market began in 2001. Gold made almost no net progress in the past year, and although the gold price is still well above its long-term uptrend, on an intermediate-term basis it's hovering only slightly above its year-ago level. There are reasons for believing that in the coming weeks, however, gold's intermediate-term fortunes will change for the better.

Sunday, June 03, 2012

Did We Just See A Bottom In Gold? / Commodities / Gold and Silver 2012

By: Jesse

"Quite unexpectedly, except perhaps among a handful of long-time gold advocates, gold is quietly and gradually moving back to its centerpiece role in international reserves. Stretched and threatened financially, nation states have begun accumulating gold for the same reason private individuals do -- as portfolio insurance to cover a wide assortment of economic uncertainties.

Saturday, June 02, 2012

Dark Times For Black Oil / Commodities / Crude Oil

By: Andrew_McKillop

Current and rising, but always belated recognition of reality is that the economy isn't coming around like we hoped, that we have what PIMCO's chief Mohamed El-Erian calls a global synchronized slowdown: this can only push oil prices down. The euro's belated shrinkage against the dollar can also only push down oil prices, for a wider range of reasons than many think, of which only some are cast in stone as the Brent-WTI premium.

Saturday, June 02, 2012

The Gold Price Spike / Commodities / Gold and Silver 2012

By: Brian_Bloom

Summary and Conclusion - The technical evidence suggests that today’s spike in the gold price was more probably a technical upward reaction within a secondary bear trend than the commencement of a strong up move.

Scanning today’s charts, the following P&F chart of the gold price (courtesy stockcharts.com) caught my eye:

Saturday, June 02, 2012

The Mother of All Gold Bull Markets? / Commodities / Gold and Silver 2012

By: The_Gold_Report

Is gold preparing for another shot up to $2,500/ounce heights or on the way down after being overbought? In this exclusive interview with The Gold Report, two respected names in the investing world share their arguments for what could happen in the coming years and how to profit from it. Financial Adviser Peter Grandich predicts a lot more upside while AlphaNorth Asset Management Chief Investment Officer Steve Palmer has a more cautious outlook on the shiny metal. Where are you putting your money?

Saturday, June 02, 2012

Short squeeze in Gold GLD ETF / Commodities / Gold and Silver 2012

By: Anthony_Cherniawski

GLD has been keeping us on edge Friday. A normal wave relationship is where wave [5] = wave [1] at 160.28, or some Fibonacci value of wave [1]. Wave [5] has already made a 61.8% relationship and appears finished as I write.

Saturday, June 02, 2012

The Most Important Gold Market Event Since 1999 / Commodities / Gold and Silver 2012

By: Michael_J_Kosares

Consider this from a recent World Gold Council (WGC )report:

"Central banks continued to buy gold; net purchases recorded during the [first quarter, 2012] amounted to 80.8 tonnes, accounting for around 7% of global gold demand. Central banks from a diverse group of countries added to the overall holdings of the official sector, with a number of banks making sizable purchases. Diversification requirements and growth in foreign exchange reserves of a number of countries point towards a continuation of this trend."

Friday, June 01, 2012

Glimpse into the Future, A Ripple Effect Creates A Trickle Down Investment / Commodities / Resources Investing

By: Richard_Mills

When looking for a dominant investment theme the approach I take involves looking at global or big picture conditions. I study trends, read the news, basically watch and listen to what's going on in the world. What I'm looking for is a trend so powerful, so dominant, it's going to be my guide to where I invest - I focus on the factors that I think will drive headlines going forward.

Friday, June 01, 2012

Gold and Silver And Miners Beginning to Outperform General Markets / Commodities / Gold and Silver 2012

By: Jeb_Handwerger

Recently, the gold (GDX) and silver (SIL) miners have been outperforming the S&P 500, indicating that we may be seeing the rotation from overvalued equities into the undervalued miners. This is occurring on large volume, indicating major investors are beginning to enter the deeply undervalued sector. The gold miners appear to be reversing on high volume, indicating that we are seeing major accumulation at these price levels. A few bullish, high volume reversal days within a couple of weeks indicates that we could be very close or at the bottom of this consolidation.

Friday, June 01, 2012

Gold GLD ETF Surges, But No Breakout / Commodities / Gold and Silver 2012

By: Anthony_Cherniawski

GLD surged nearly to its former Head & Shoulders neckline and 50-day moving average at 157.76. Normally I would have taken some of our position off the table if GLD had closed above short-term trend support/resistance at 152.61. This case, however, was out of the blue. I think that since Goldman was selling TLT, it decided to try GLD as the new “safe haven.”

Friday, June 01, 2012

Global Gold Mining Stock Trends / Commodities / Gold and Silver 2012

By: Zeal_LLC

It wasn’t long ago that global gold-mine production had fallen to alarming lows.  In 2008 this bellwether supply source was on the heels of a 5-year 13% decline, offering the markets its lowest output in 12 years.  And this precipitous plunge had left folks scratching their heads considering gold demand was on the rise and its price was entrenched in a powerful secular bull.

Friday, June 01, 2012

Gold Price Jump Wipes Out Week's Loss After Disappointing U.S. Nonfarms Report / Commodities / Gold and Silver 2012

By: Ben_Traynor

WHOLESALE MARKET prices to Buy Gold jumped to $1589 per ounce on Friday, immediately after the release of worse-than-expected US nonfarm jobs data.

The US economy added 69,000 nonagricultural private sector jobs in May, according to official data published Friday, compared with analysts' forecasts for 150,000.

Friday, June 01, 2012

U.S. the Saudi Arabia of Natural Gas, Following T. Boone Pickens into the Energy Patch / Commodities / Natural Gas

By: Money_Morning

G.S. Early writes: An iconic Southwestern energy patch player, T. Boone Pickens has built a legacy over the decades that proves the old Texas saying: "It's not the size of the dog in the fight, but the size of the fight in the dog."

In the wild days of the 1980s, made famous by a generation of traders who emulated the likes of Gordon Gekko, few could ever match the Pickens eye for the big deal.

Friday, June 01, 2012

Gold Rises In EUR and CHF in May and Outperforms Stocks Which Fell Sharply / Commodities / Gold and Silver 2012

By: GoldCore

Gold’s London AM fix this morning was USD 1,552.50, EUR 1,259.53, and GBP 1,015.37 per ounce. Yesterday's AM fix was USD 1,567.50, EUR 1,262.08, and GBP 1,010.51 per ounce.

Silver is trading at $27.45/oz, €22.36/oz and £17.99/oz. Platinum is trading at $1,398.00/oz, palladium at $598.10/oz and rhodium at $1,200/oz.

Friday, June 01, 2012

Biggest Value for Agricultural Stock Investors Revealed / Commodities / Agricultural Commodities

By: The_Energy_Report

Steve Hansen of Raymond James sees the potash market as a barbell, with a handful of large incumbent producers on one end and dozens of junior miners clustered at the other. In this exclusive interview with The Energy Report, Hansen discusses which juniors may migrate to the mid-cap arena and why current share price weakness does not dampen Raymond James' bullish sentiment on the sector, from Canada to Ethiopia.

The Energy Report: Potash prices and production collapsed in 2008. Why is Raymond James still bullish on potash?

Thursday, May 31, 2012

Has Gold Price Hit Bottom, and What Will Drive it to $10,000? / Commodities / Gold and Silver 2012

By: Nick_Barisheff

The macro-economic conditions that have supported gold's bull run over the past decade have not changed; in fact, they've become progressively worse. This is the calm before the storm, and last week's intra-day low of US$1,535 an ounce may well have been a bottom.