Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Tuesday, April 10, 2012

Gold Moves Higher For No Particular Reason Yet Seen / Commodities / Gold and Silver 2012

By: Jesse

I am checking various rumours, but so far nothing in the news can explain this remarkable short term rally in gold.

This is a significant divergence from the equity markets. Silver also has lagged a bit.

I would not chase it at this point, although that is easier to say as I did some additional buying earlier today and then went out for a walk and some light reading on the patio. Spring is in the air.

Tuesday, April 10, 2012

Managing Gold Investors Expectations: Why Gold Should Thrive / Commodities / Gold and Silver 2012

By: Frank_Holmes

It was a challenging week for gold investors. Although the yellow metal has been on a spectacular 11-year bull run, recent strength in the economy has some thinking gold's heyday is over.

As I often say, investing, like life, is about managing expectations--even throughout gold's decade-long rise, price action over the short term can go both ways. It helps to look at what happens after short-term drops. For example, looking at the past decade of one-day 5 percent declines in gold, you can see that this event is pretty rare. In 2006, gold dropped more than 5 percent in a day only two times. In 2008, there were three such events. Another one occurred at the end of this February.

Tuesday, April 10, 2012

A Return to the Gold Standard, or Gold Behind Currencies - Part 1/5 / Commodities / Gold and Silver 2012

By: Julian_DW_Phillips

This is the first part of a five part series on how gold will return to the monetary system globally but not in the form of the defunct Gold Standard.

Tuesday, April 10, 2012

Demand for Physical Gold Grows as Strike Ends in India / Commodities / Gold and Silver 2012

By: Ben_Traynor

U.S. DOLLAR gold bullion prices fell as low as $1642 an ounce during Tuesday morning's London trading – though still slightly up on last week's close following Asian session gains – while stock markets fell and commodities were flat as markets digested last Friday's disappointing US jobs data.

"Major support [for gold] comes from the long-term uptrend, which is still intact, currently around $1600," says the latest technical analysis note from bullion bank Scotia Mocatta.

Tuesday, April 10, 2012

Gold Mining Industry, Never Mistake Intelligence for a Bull Market / Commodities / Gold & Silver Stocks

By: The_Gold_Report

George Ireland, portfolio manager with Boston-based Geologic Resource Partners, believes in seeing what he invests in and his passport bears witness: 80 countries visited in five years. From Africa to Argentina, from gold to lithium and graphite, he and his team seek out companies with experienced management, promising geology, good infrastructure and strong cash flow. Ireland shares his views on issues facing the mining industry in all corners of the world in this exclusive Gold Report interview.

Monday, April 09, 2012

Gold Prices Set for Further Fall / Commodities / Gold and Silver 2012

By: J_W_Jones

In the not-so-distant past arguing that precious metals prices were setup to fall generally elicited a response which was not real pleasant. In fact, during gold's infamous bull market rally on several occasions I called for pullbacks which regardless of the accuracy of my call generated hate mail that seemingly never ended.

Fast forward to the present and hardcore gold bugs remain transfixed on the idea that precious metals must rise. The gold bull market has ended, at least for now and those still holding the bag are looking at large losses from the all time highs set back in 2011.

Monday, April 09, 2012

Gold Stocks Failed Bottom Initiates Start of Capitulation / Commodities / Gold & Silver Stocks

By: Jordan_Roy_Byrne

It was only a week ago we felt the gold stocks had a great chance of putting in a bottom. Monday supported our thesis but after Tuesday's action and Bernanke's jawboning it was apparent that the gold shares were in for a very difficult period. We immediately went long DUST to hedge long positions and trimmed some of our most vulnerable positions. We aren't day traders personally or professionally (in our service) but sometimes you have to be considering the day to day volatility in this sector. Having accounted for the short-term, the next move is to gameplan for a potential major bottom in the sector.

Monday, April 09, 2012

Real Interest Rates, The Key To Reading The Gold Bull / Commodities / Gold and Silver 2012

By: Submissions

Mark Motive writes: After peaking at $1,780 in late February, gold dropped over $100 in March, finishing the month at $1,662.50.

Whenever there is a big move up or down, we all naturally seek confirmation and reassurance of our investment strategy, which is why investors must use objective measures to evaluate and re-evaluate their positions.

Monday, April 09, 2012

Gold Stocks: Timing Your Next Purchase / Commodities / Gold and Silver 2012

By: Bob_Kirtley

Gold prices continue to trade in the $1800.00/oz and $1550.00/oz range exhibiting scant regard for the current state of world. The Arab Spring looks set to run and run as the dethronement of each leader creates a power vacuum and the opportunity for one of the many political factions involved to make their move and gain control. The North Koreans are about to launch a long range missile, albeit for peaceful purposes, the news of this action as put the Chinese on red alert. (please excuse the pun) Turkey is now seeing an increase in the influx of refugees at their border with Syria as the carnage continues there, despite the protestations of many nations.

Monday, April 09, 2012

Further Downside Run in Gold and Gold Stocks is Coming! Here's Why / Commodities / Gold & Silver Stocks

By: Dr_Nu_Yu

The Fed's recent inference that QE3 was not imminent has caused physical gold and silver and the HUI and XAU to breach their downside support lines. These transitions set up the distinct possibility that we could well see $1,500 gold and the HUI and XAU at 400 and 144, respectively! Let me outline my analyses of the current situation and how it might unfold.

Sunday, April 08, 2012

Gold Reality Check / Commodities / Gold and Silver 2012

By: Brian_Bloom

For well over a decade GATA has been “ranting” about the evils of the Fed and how the world economy is going to collapse in a heap.

Of course, there is an element of truth in all their arguments but the fact is that the world economy has not collapsed in a heap.

“Oh but it will, it will, trust us, it will.”

Saturday, April 07, 2012

Gold and Silver Price Manipulation - "High Frequency Shearing" / Commodities / Gold and Silver 2012

By: GoldSilver

In this video with RT Capital Account’s Lauren Lyster, Mike Maloney talks about a mission critical topic for gold and silver investors—manipulation. Governments and central banks around the world manage the action of markets to maintain an illusion of prosperity, but Mike calls gold and silver the “canaries in the coal mine.”

Saturday, April 07, 2012

Gold Junior Stocks Available at Bargain Prices / Commodities / Gold & Silver Stocks

By: The_Gold_Report

What do the gold market and the weather have in common? You can forecast both, but predict neither, according to Brien Lundin, chief executive of Jefferson Financial and publisher of Gold Newsletter. Lundin, who also organizes the New Orleans Investment Conference, isn't focusing on if there will be rain or sun in the market, he told The Gold Report in this exclusive interview. He's slowly accumulating juniors on the cheap that have big news in the forecast.

Saturday, April 07, 2012

Silver Trend Reversal or Higher Future Profits? / Commodities / Gold and Silver 2012

By: Przemyslaw_Radomski

Yellow and silver are our favorite colors, but red is what we are seeing on the boards this week after the U.S. central bank dashed hopes for more monetary stimulus and a weakened euro weighed on sentiment. Silver and gold were caught in a broad market sell-off which spread across commodities and equities. Bullion lost more than 3 percent over two days after the U.S. Federal Reserve released minutes from its last policy meeting which showed policy makers were less inclined to launch more monetary stimulus. This was strange since the Fed did not explicitly take QE3 off the table. In fact, according to the minutes, if the recovery stumbles, or if inflation is too low, the Fed is already prepared to launch QE3. Press accounts report that the sentiment dimmed precious metals' appeal as an inflation hedge.

Friday, April 06, 2012

Gold QE3 Scares / Commodities / Gold and Silver 2012

By: Zeal_LLC

Sellers hammered gold again this week on news from the Fed.  The minutes from its latest FOMC meeting convinced traders the odds for a third round of quantitative easing are waning.  This was the latest in a long line of QE3 scares that have become the bane of gold’s existence.  But they are merely a distraction from the Fed’s ongoing massive monetary inflation behind the scenes, which is very bullish for gold.

Friday, April 06, 2012

Dr. Copper Leads the Breakout in Commodities Prices / Commodities / Metals & Mining

By: Money_Morning

Don Miller writes: Demand for commodities of all kinds is ramping up at breakneck speed. And despite fears of a slowdown in China's economic growth, Dr. Copper is leading the rise in commodities prices.

Copper earned that nickname because it's thought to be a bellwether on the health of the global economy, thanks to its numerous economic uses.

Friday, April 06, 2012

How and Why of Silver Price Manipulation / Commodities / Gold and Silver 2012

By: Money_Morning

Peter Krauth, Global Resources Specialist, Money Morning : No one knows the machinations of the day-to-day silver price better than Ted Butler.

Ted publishes bi-weekly commentary at www.butlerresearch.com, with a special focus on the silver market, which he's been closely following for over 30 years. Ted is an expert's expert.

Friday, April 06, 2012

Killing the golden goose that lays the golden egg / Commodities / Gold and Silver 2012

By: Jan_Skoyles

In the first quarter of 2012 we have seen a few high profile criticisms of the gold standard. Reading them back now, and considering it’s Easter time, I was reminded of a famous fable.

‘The goose that lays the golden egg’ is a fable in which a farmer and his wife are fortunate enough to have a goose which day after day produces a golden egg. The eggs are produced regularly and therefore the couple could rely on this source of income.

Friday, April 06, 2012

Gold Investor Opportunity Window / Commodities / Gold and Silver 2012

By: DeepCaster_LLC

“Investments that are denominated in a given currency include money-market funds, bonds, mortgages, bank deposits, and other instruments. Most of these currency-based investments are thought of as “safe.” In truth they are among the most dangerous of assets.”

Warren Buffet, Fortune Magazine, 2/9/2012

Friday, April 06, 2012

What Happens to Gold if We Enter a Recession or Great Depression? / Commodities / Gold and Silver 2012

By: Jeff_Clark

Jeff Clark, Casey Research : Mayan prophecies aside, many of the senior Casey Research staff believe that economic, monetary, and fiscal pressures could come to a head this year. The massive buildup of global debt, continued reckless deficit spending, and the lack of sound political leadership to reverse either trend point to a potentially ugly tipping point. What happens to our investments if we enter another recession or – gulp – a depression?