Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Sunday, April 01, 2012
Gold and Silver Mining Stocks Approaching Most Oversold Level Since Start of Bull Market / Commodities / Gold & Silver Stocks
By: Jason_Hamlin
The following chart shows the performance of mining stocks (XAU) versus the broader stock market (S&P 500). This comparison is useful in identifying periods when mining stocks are oversold or overbought versus the stock market as a whole. As you can see from the long-term chart, mining stocks have been outperforming the S&P 500 over time with the expected volatility that is mostly confined within the upward-sloping trend channel.
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Sunday, April 01, 2012
Peak Oil Evasion Tactics Scraping The Barrel / Commodities / Crude Oil
By: Andrew_McKillop
Probably well-intentioned but always ineffective oil saving plans, schemes and notions are reaching the limit of their low effectiveness, a rising number of indicators suggest. In a week where newswires tell the story of French election-oriented attempts by the outgoing Sarkozy government to persuade the IEA's main powerbrokers to release oil stocks, and shave a few cents off the price of car fuel in time for Sarkozy's re-election bid, this is schizophrenically opposed by the same French government. It is pressurizing other EU governments to further tighten their oil embargoes on Iran.
Saturday, March 31, 2012
Gold Blossoming in Colombia / Commodities / Gold & Silver Stocks
By: The_Gold_Report
Impressed by Colombia as a country and as a setting for exciting mining and geological opportunities, Paul Harris relocated from England, by way of Chile, and hasn't looked back. In an exclusive interview with The Gold Report, the publisher of the Colombia Gold Letter offers hope for the near future.
The Gold Report: Colombia's mining and energy sectors received about $12 billion (B) in foreign direct investment (FDI) in 2011, making it the largest recipient of FDI relative to gross domestic product of any country in Latin America. Although there are excellent geological potential and dozens of junior mining companies exploring Colombia, not one of those juniors has successfully permitted a mine. Does the country risk losing some of that free-flowing capital if it doesn't start to permit mines?
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Saturday, March 31, 2012
Should Investors Activate Gold and Silver Airbags? / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
Earlier this week, a fully loaded Brinks truck carrying between $3 million and $5 million in uncirculated loonies and toonies crashed on a snow covered highway in Ontario, Canada. The truck crossed the centre line and slammed into a rock, launching the coins in every direction. The accident is an unfortunate event, but can serve as an analogy about today’s fragile fiat currencies.
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Saturday, March 31, 2012
Rotation into Gold Miners? / Commodities / Gold & Silver Stocks
By: Mike_Paulenoff
To state the obvious, the gold miners definitely are the forgotten sector of the rally from the October 2011 low in the S&P 500 at 1074.77 to this week's high at 1419.15. This rally amounts to a 32% climb, compared to the performance of the Market Vectors Gold Miners ETF (GDX), which is down 2.7% since its October 2011 low.Read full article... Read full article...
Saturday, March 31, 2012
Will the Stock Market and U.S. Dollar Situation Affect Gold? / Commodities / Gold and Silver 2012
By: Przemyslaw_Radomski
This Wednesday Goldman Sachs reiterated its position that investors should buy gold. Goldman Sachs remains bullish on the precious metal, citing the familiar fundamentals-- low interest rates and subdued economic growth as catalysts for gold prices to rise this year.
Goldman economists expect another round of quantitative easing from the Federal Reserve will weigh on the U.S. dollar and push gold higher. From Goldman:
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Friday, March 30, 2012
Will India Stop Buying Gold? / Commodities / Gold and Silver 2012
By: Jeff_Clark
Jeff Clark, Casey Research : We've read mixed reports about how lofty gold and silver prices are affecting demand in India. One month we're told demand is up, and the next it's supposedly down. I'm not suggesting that official reports are inaccurate, but it is admittedly confusing and doesn't help us understand the real trend in the country.
Friday, March 30, 2012
Silver Avoids 4th Straight Quarterly Loss, Gold Also Heads for Gains / Commodities / Gold and Silver 2012
By: Ben_Traynor
U.S. DOLLAR gold bullion prices hit $1669 an ounce ahead of US trading, more or less in line with where they started the week.
Stocks and commodities edged higher and US Treasuries dipped, while the Euro gained ahead of today's Eurozone finance ministers' meeting in Copenhagen.
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Friday, March 30, 2012
Gold Rises and Silver Surges In Q1 2012 - Fiat Currency Devaluation Continues / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,660.75, EUR 1,245.31, and GBP 1,038.68 per ounce. Yesterday's AM fix was USD 1,655.75, EUR 1,245.86 and GBP 1,041.22 per ounce.
Gold fell $3.00/oz or 0.18% in New York yesterday and closed at $1,660.10/oz. Gold traded sideways in Asia prior to seeing a slight climb to $1,665.55/oz in late Asian trading and is now trading in Europe near $1,662.65/oz.
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Friday, March 30, 2012
The Gold Price Is Manipulated, But That's Okay / Commodities / Gold and Silver 2012
By: Dr_Martenson
The price of gold is being actively managed by central planners and their proxies. The main culprit here appears to be the US authorities, as the manipulation is most apparent in the US open gold market. For the most part, this 'management' has resulted in letting the price of gold rise, but not too much, or too quickly.
The price of gold has always been an object of interest for governments and central bankers. The reason is simple enough to understand: Gold is an objective measure of the degree to which fiat money is being managed well or managed poorly.
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Friday, March 30, 2012
How to Play the Cleantech Energy Investing Boom / Commodities / Energy Resources
By: The_Energy_Report
With ever-higher oil prices encouraging record investment interest, the cleantech energy sector looks poised for leaps and bounds. The most successful investors will be those who understand the challenges facing not only different industry segments, but individual companies within the same segment. In this exclusive interview with The Energy Report, Raymond James Energy Analyst Pavel Molchanov explains the four principal areas that comprise the cleantech arena—wind, solar, smart grid technology and biofuels—focusing on case-by-case investability. He also shares some names that just might be the next big winners in this rapidly developing space.
Friday, March 30, 2012
Silver Nano-Trees Developed to Increase Solar Cell Efficiency / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
Silver paste is used as a highly efficient conductor of electricity in the vast majority of crystalline silicon photovoltaic cells, which are the most prevalent form of solar cell used to generate solar power. Solar cell manufacture uses as much as 12 percent of the global silver supply on an annual basis.
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Friday, March 30, 2012
Fed’s Bernanke Disparages the Pseudo-Gold-Standard / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
Just about all of the world’s national currencies in circulation today consist of paper or fiat currencies that have been assigned value by official decree or fiat, rather than due to any real intrinsic value they may possess, other than perhaps the ability to generate a significant amount of heat when burned. Furthermore, these currencies represent the debt of a country, rather than any real store of value.
Friday, March 30, 2012
Silver Fractal Analysis Forecasts $70+ 2012 / Commodities / Gold and Silver 2012
By: GoldRunner
Around this point in the fractal cycle in the late 70's, Gold busted out of its channel to rise sharply higher, along with Silver. Silver's channel top will lie up around $68 to $70 over the coming months which we believe will be reached in 2012. The next higher angled resistance bands for Silver run from $112 to $115, and then up at the $123 area. By the end of the Silver Bull, we expect to see Silver reach $500+.
Thursday, March 29, 2012
Energy Sector Investment Traps / Commodities / Energy Resources
By: Marin_Katusa
Marin Katusa, Casey Research : Every salesman wants to present his product in the best light possible and the salesmen of the stock market are no exception. Public companies always highlight the positives about their projects, their financial positions, and their outlooks, and downplay negative news as much as legally possible.
Thursday, March 29, 2012
Hot Oil Anyone? / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
The topic of hot oil probably conjures up fantasies that are beyond the boundaries for this public discussions. And no, neither are we referring to the oil made into gasoline, though the price of that oil has been hot lately. We are referring to that oil which goes on your salad, used to fry your dinner, or is a critical ingredient in many of our favorite foods. We are talking here about vegetable oils, or edible oils. While not a regular topic for investors, it may become one as edible oil prices could get hot in coming years.
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Thursday, March 29, 2012
How to Beat High Gas Prices / Commodities / Gas - Petrol
By: Money_Morning
Don Miller writes:
Are high gas prices giving you road rage? Well, wait "til you see what's coming.
Prices at the pump currently average $3.89 for a gallon of regular unleaded, up 30 cents in the last month.
But it's already over $4.00 per gallon in many cities - more than double the $1.85 a gallon that prevailed when President Barack Obama took office.
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Thursday, March 29, 2012
The Truth About $6 Gas, $200 Crude Oil, the Quest for Energy Independence / Commodities / Crude Oil
By: Money_Morning
Jason Simpkins writes:
No one needs to tell the average American about the impact of oil and gas prices. If they don't feel it in their wallets every day, they hear about it on the news every night.
But surprisingly, amid all the rhetoric, there have been no real answers to some of the key questions driving the energy debate... until now.
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Thursday, March 29, 2012
Is Gold hustling for a move? / Commodities / Gold and Silver 2012
By: William_Bancroft
Gold investors have had to endure quite a lot in the last six months. Not only has the gold price barely moved from six months ago, but it has endured an up, down, up, down chopping motion during this period of volatility. Future volatility in the gold price was something that some investors were calling for at the beginning of 2011, and volatility we got. During the last six months, this most psychological of markets, has endured all sorts of emotional squeezes, take downs and Buffett’s now regular wise cracks.
Thursday, March 29, 2012
Brown’s Gold bottom and the Toffee Top / Commodities / Gold and Silver 2012
By: Jan_Skoyles
Jan Skoyles looks at Gordon Brown’s reasons for selling half of Britain’s gold over ten years ago and asks have we reached the top of the gold market thanks to George Osborne’s rediscovered interest in our gold investments?
Last week George Osborne, never one to miss a swipe at the opposition, made the effort to remind everyone of Gordon Brown’s Bottom.
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