Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, April 27, 2012
Gold takes a Spring Break / Commodities / Gold and Silver 2012
By: William_Bancroft
There has been a range of intelligent analytical opinions recently espoused, seeking to explain the action in the gold price this last six months. Whilst we have found articulations focused on consolidation most conducive, quality analysis has not just been found this side of the debate. Outside of lazy assertions that the gold bubble has burst, the debate has been heated but useful. It is always as such for gold. In the office we call the gold market the fox-hunting debate of the financial markets; very few participate but many have strong and at times heated opinions on the matter.
Friday, April 27, 2012
Gold’s Long-term Picture Remains Bullish / Commodities / Gold and Silver 2012
By: Przemyslaw_Radomski
Lately, gold has been a disappointment to many investors while it has been mostly treading water. Gold has traded well beneath its all-time high of $1,924 an ounce on September 6th and well above its subsequent low near $1,520 which took place in late December. Many anticipated higher prices this year, but the year isn’t over yet, and neither is gold's long-term spectacular, secular bull market. We are now in one of those periods of consolidation that tries the souls of gold investors, tests their resolve and challenges their staying power. This is when the market takes a breather and adjusts to prepare for the next major move.
Friday, April 27, 2012
Basket of Goodies Suggest Gold is Set to Break New Highs / Commodities / Gold and Silver 2012
By: David_Petch
Over the past weekend, China announced that they would purchase Iranian oil through sale of gold beyond June 28 2012 in order to get around US sanctions that states no nation can sell oil in US Dollars This has profound implications going forward, as this will be the first time in nearly 70 years that the US Dollar as a reserve currency has been challenged. The article I penned back in 2003 titled "Whose Gonna Say Uncle" mentioned that block currencies will likely form due to localization of economies due to energy constrictions etc. The BRICS nations have primarily been the target of sabre rattling through the US government, so actions taken by China is likely to be conducted on a massive scale going forward as other nations seek better control over their own destiny.
Friday, April 27, 2012
Gold "Caught in Range" as Europe Heads for Suicide by Austerity / Commodities / Gold and Silver 2012
By: Ben_Traynor
SPOT MARKET prices to buy gold remained steady around $1650 an ounce during Friday morning's London trading – well within their range from mid-March – as stock markets and commodity prices were also flat and US Treasury bonds gained following a credit ratings downgrade for Spain.
Heading into the weekend, gold looked set to record its seventh successive Friday PM gold fix between $1600 and $1700 an ounce.
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Friday, April 27, 2012
Gold “Buying Opportunity”, Analysts More Bullish On Central Bank Demand / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,654.00, EUR 1,250.28, and GBP 1,019.60 per ounce. Yesterday's AM fix was USD 1,648.25, EUR 1,246.22 and GBP 1,017.88 per ounce.
Silver is trading at $30.16/oz, €23.65/oz and £19.29/oz. Platinum is trading at $1,576.25/oz, palladium at $658.75/oz and rhodium at $1,350/oz.
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Friday, April 27, 2012
Large Cap Gold Miners Underperforming the Juniors and Silver Stocks / Commodities / Gold & Silver Stocks
By: Jordan_Roy_Byrne
While the precious metals sector has consolidated and struggled to find a bottom, an important development has taken place. First, lets harken back to 2007-2008. Large cap mining stocks peaked in March 2008, yet the speculative sides of the sector "gave out" far earlier. The juniors and silver stocks actually peaked in April 2007. That was about a full year ahead of the large gold stocks. As the 2007-2008 crisis unfolded, juniors and silver stocks led the way down and displayed extreme relative weakness even as metals prices were firm.
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Thursday, April 26, 2012
Gold, Recession, and Why Britain's Winning the Currency War / Commodities / Gold and Silver 2012
By: Ben_Traynor
Depending on how you look at it, the Bank of England's doing its job brilliantly...
PRELIMINARY data released this week show that Britain has fallen back into recession. UK GDP shrank for the second consecutive quarter in the first three months of the year, meaning Britain's first "double-dip" recession since that 1970s.
In truth, this was not unexpected. Nor was this week's other news that UK government debt continued to rise in the year to March, hitting 66% of GDP according to the Office for National Statistics.
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Thursday, April 26, 2012
Sterling Gold Hits Four-Month Low / Commodities / Gold and Silver 2012
By: Ben_Traynor
SPOT MARKET prices for gold bullion traded steady Thursday morning, around $1650 an ounce during London's morning session – slightly higher than where they started the week.
"[Gold] trend line support is seen at $1627 on the weekly chart," says the latest technical analysis from Scotia Mocatta.
"A close below this level on Friday will bring in liquidation selling of stale long gold positions."
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Thursday, April 26, 2012
Gold “Bargain of Lifetime” As Gold Standard Inevitable, $10,000/oz Looms / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,648.25, EUR 1,246.22, and GBP 1,017.88 per ounce. Yesterday's AM fix was USD 1,641.25, EUR 1,241.49 and GBP 1,019.54 per ounce.
Silver is trading at $30.85/oz, €23.45/oz and £19.14/oz. Platinum is trading at $1,563.00/oz, palladium at $658.75/oz and rhodium at $1,350/oz.
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Thursday, April 26, 2012
Gold Mining Stocks Will Catch Up to Higher Gold Price / Commodities / Gold & Silver Stocks
By: The_Gold_Report
Ongoing inflation pressures and China's investments in the African gold supply chain point to a higher gold price according to Matt Badiali of Stansberry & Associates. Bullion in all its forms belongs in every portfolio and when it comes to equities, investors have their choice of business models—dividend payers, prospect generators and royalty companies. In this exclusive Gold Reportinterview, Badiali outlines companies whose equities should catch up to the higher gold price.
The Gold Report: Matt, in the February 2012 edition of Stansberry's Investment Advisory, Porter Stansberry predicted gold would hit $9,600 an ounce (oz) someday. How should investors protect themselves from this coming crisis?
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Thursday, April 26, 2012
Is The Multi-Month Consolidation In Gold, Silver and Mining Stocks Ending? / Commodities / Gold and Silver 2012
By: Jeb_Handwerger
We are encountering storms in the market rarely seen. The volatility has affected many mining equities with many high quality assets selling at record low prices. Portfolios have rarely seen such see saw price activity as they have this year. Sacrosanct rules are simply not working. The markets are thwarting and aborting attempts to use time tested approaches.Read full article... Read full article...
Wednesday, April 25, 2012
Deflation Possible, This isn’t 2008! / Commodities / Deflation
By: UnpuncturedCycle
There has been so much talk lately about the coming high inflation due to excessive printing of fiat currency, that I think it’s necessary to explore the topic. There is no doubt that the US, Europe, Japan and now China are all creating fiat currency at a rate never before in modern history. We also have had the lessons of excessive printing during Germany’s Weimar Republic drilled into our heads since the crib. Therefore we naturally assume that excessive printing in today’s world will produce the same result. When it comes to the US it is worth remembering that there are significant differences. In the first place the US dollar has been the world’s reserve currency for seven decades, and in the second place the excessive printing is nothing new in the United States.
Wednesday, April 25, 2012
UK Government: Natural Gas Fracking Causes Earthquakes, but It's Worth the Risk / Commodities / Natural Gas
By: OilPrice_Com
The process of hydraulic fracturing is a mining technique which uses injected fluid to propagate fractures in a rock layer to release hydrocarbon deposits that would otherwise be uncommercial. Developed in the U.S. and first used in 1947 for stimulating of oil and natural gas wells, the use of "fracking" soared in the past decade as thousands of wells have been drilled into the Marcellus Formation, also referred to as the Marcellus Shale, a deposit of marine sedimentary rock found in eastern North America.Read full article... Read full article...
Wednesday, April 25, 2012
Gold and Silver Flat as Traders Await Hints of QE from Fed / Commodities / Gold and Silver 2012
By: Ben_Traynor
WHOLESALE MARKET gold prices reversed a short dip Wednesday lunchtime in London to trade absolutely flat on the day and unchanged from the end of last week ahead of the US Fed's monetary policy statement.
Silver bullion prices held beneath $31 per ounce, and the Euro was also unchanged after a brief rally above $1.32.
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Wednesday, April 25, 2012
Gold's B-Wave Bottom / Commodities / Gold and Silver 2012
By: Toby_Connor
Over the last several days volatility in the gold market has collapsed forming what is known as a coil.
Wednesday, April 25, 2012
Gold Stocks Where Is The Bottom? / Commodities / Gold & Silver Stocks
By: Ron_Hera
Gold and silver mining stocks have sold off by roughly 30% from their 52-week highs based on the PHLX Gold/Silver Sector Index (XAU) and by roughly 32% based on the Amex Gold Bugs Index (HUI). In comparison, gold is down approximately 14% from its nominal all time high in 2011 while silver is down approximately 37%.
Wednesday, April 25, 2012
Gold and Silver Manipulation - Small Silver Speculators Trounced / Commodities / Gold and Silver 2012
By: Marshall_Swing
It looks like the small silver speculators were trounced in the action beginning about midnight Sunday through 9:00AM Monday.
You might remember them from last week’s Commitment of Traders report. Full COT report here
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Wednesday, April 25, 2012
Get Natural Gas 'for Free' After Massive Selloffs / Commodities / Natural Gas
By: The_Energy_Report
Stansberry & Associates Investment Research Founder Porter Stansberry envisions a future that is anything but rosy, but savvy investors may find solace and security against the crippling inflation he expects. In this exclusive interview with The Energy Report, the popular publisher talks about opportunities in the beaten-down natural gas industry, where investors with good timing have the opportunity to get natural gas "for free" following massive selloffs. He also discusses some niche energy plays that offer great ways to book profits in a market that has many analysts scratching their heads.
Wednesday, April 25, 2012
Return to the Gold Standard, or Gold Backed Currencies / Commodities / Gold and Silver 2012
By: Julian_DW_Phillips
Present Use of Gold in International Financial Dealings B.I.S. Gold / Swaps
In 2011, according to the B.I.S.'s annual report, Central banks have pulled 635 tonnes of gold from the Bank for International Settlements in the past year, the largest withdrawal in more than a decade. The move, disclosed in the BIS annual report, marks a sharp reversal from last year when central banks added similar amounts to deposits of gold at the so-called "Bank for Central Banks". Why? First let's look at what Swaps are.
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Tuesday, April 24, 2012
Dutch Debt "On Edge of Downgrade", Central Banks Add to Gold Reserves / Commodities / Gold and Silver 2012
By: Ben_Traynor
SPOT MARKET gold prices climbed to $1643 an ounce Tuesday lunchtime in London – a 1.2% gain from yesterday's low, but still below Friday's close – as Eurozone concerns focused on the Netherlands after yesterday's government collapse.
Based on the PM London gold fix, gold prices remain 3% below their 200-day moving average.
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