Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, January 12, 2012
Eye on GLD Gold ETF / Commodities / Gold and Silver 2012
By: Mike_Paulenoff
The good news is that the SPDR Gold Shares (NYSE: GLD) has carved out an up-leg off of its Dec 29 low at 148.27 into today's high at 160.05 that exhibits very bullish form. This along with my 5.5-month cycle low last month argues that a significant correction has ended (Sep-Dec) and that a new bull phase has commenced.
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Thursday, January 12, 2012
Eric Sprott and Endeavour Silver: A Match Made in Heaven? / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
Last year, Eric Sprott, legendary gold and silver investor and chairman of Sprott Inc., issued an open letter to 17 of the world’s largest silver producers. The letter was a call to action for silver producers to limit silver sales until prices increased. Sprott explained, “I have always liked silver because I look at the physical supply and demand metrics and they scream that silver should be higher. But the price is being kept down by paper silver traders who are abusing the market.”
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Thursday, January 12, 2012
China Gold Panic 2012 / Commodities / Gold and Silver 2012
By: Adrian_Ash
China's latest gold figures look unrelentingly bullish. Too bullish perhaps...
SO "GROWTH has [now] replaced inflation as Beijing's top policy concern," says Qu Hongbin, Asian economics expert at HSBC in Hong Kong, forecasting three cuts to China's banking reserve requirements by July.
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Thursday, January 12, 2012
Gold Volatility Breeds Equity Opportunities / Commodities / Gold & Silver Stocks
By: The_Gold_Report
Volatility in the markets isn't going away any time soon and Mike Niehuser, founder of Beacon Rock Research, expects 2012 to be a year of extreme swings. Niehuser draws parallels to the beginning of 2009, which was a short period of time that produced some very high returns. In this exclusive Gold Report interview, Niehuser shares his market outlook and names a host of companies that are positioned to take off.
Wednesday, January 11, 2012
Pakistan to Produce Natural Gas by Burning Underground Coal / Commodities / Natural Gas
By: OilPrice_Com
As we start a new year, consider the miserable plight of the average Pakistani electricity consumer.
With about 50 per cent less electricity generation capability than the actual demand, Pakistan's National Grid is facing more than a 5,000-megawatt shortfall in power generation, leading to blackouts in both urban and rural areas of the country. Due to unscheduled shortages by the National Power Control Center, urban areas are facing unscheduled minimum 8-hour power blackouts each day, while in rural areas the blackouts can last as long as 14 hours.
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Wednesday, January 11, 2012
Gold In AUD$, Has Gold Put in a Low? / Commodities / Gold and Silver 2012
By: WavePatternTraders
One market that I like to track for gold priced in US$ is that of gold priced in AUD$, as you can see its virtually hit the 1x1 objective and the reversal is very strong so far, the interesting thing that I want to point to is the more clearer Elliott Wave pattern that is seen on XAU/AUD.
Wednesday, January 11, 2012
China's Gold Imports From Hong Kong Surge to Highest Ever - PBOC Buying? / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,641.00, GBP 1,063.51, and EUR 1,286.25 per ounce.
Yesterday's AM fix was USD 1,627.00, GBP 1,051.91, and EUR 1,271.49 per ounce.
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Wednesday, January 11, 2012
Solving Critical Rare Earth Metal Shortages / Commodities / Metals & Mining
By: Critical_Metals_Repo
Years of supply mismanagement have left the U.S. dependent on foreign sources for critical metals like graphite, vanadium and manganese. In this exclusive interview with The Critical Metals Report, Dr. Michael Berry, publisher of Morning Notes and a former portfolio manager, and Chris Berry, founder of House Mountain Partners and co-author of Morning Notes, discuss what early-stage mines close to home could be the first to bolster the supply in U.S.
Tuesday, January 10, 2012
Gold Confiscation, a Reality? Part 2 / Commodities / Gold and Silver 2012
By: Julian_DW_Phillips
Currency Debasement and Price Stability Risks
Despite the small moves in exchange rates between the U.S. dollar and the euro, confidence and trust has been debased. Looking forward to 2012, we see that deflation is becoming a rising danger. After the decay in 2011 that has hammered confidence in the euro, the need to issue more and more 'new' money is growing. The Eurozone is moving into recession (if it is not already in one). The Eurozone is more than likely to lose one or more of its weaker members -this will be good for the euro itself though--so liquidity shortages may force more money supply growth already exceptionally high in many countries.
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Tuesday, January 10, 2012
Euro-Gold Makes "Impulsive Move Higher", Silver Breaks $30/Oz / Commodities / Gold and Silver 2012
By: Adrian_Ash
THE WHOLESALE LONDON spot gold price touched a 3-week high against the US Dollar in London on Tuesday morning, trading just shy of $1640 an ounce as world stock markets and industrial commodities also rose.
Silver bullion prices jumped above $30 per ounce, rising more than 4.5% from last week's close, as German government Bunds eased back but other Eurozone bond prices ticked higher, edging interest rates lower.
Tuesday, January 10, 2012
Why Silver For A Monetary Collapse? Part 2 / Commodities / Gold and Silver 2012
By: Hubert_Moolman
In part 1, I stated: “We are at the edge of a major economic crisis. Our monetary system is the underlying cause of this major crisis. The massive debt bubble created by our monetary system is about to burst. The demonetization of gold and silver, has over the years diverted value from these metals, to all paper assets (such as bonds) linked to the debt-based monetary system.Read full article... Read full article...
Tuesday, January 10, 2012
The Gold Stocks are Tracking Past Equity Bull Markets / Commodities / Gold & Silver Stocks
By: Jordan_Roy_Byrne
All bull markets have similarities and all equity bull markets have strong similarities. They go through similar phases. Most bull markets start off slow and then build towards what we like to say is an acceleration into a bubble and potential mania. In last weeks editorial we noted how bull markets, prior to the bubble phase, tend to make major bottoms every three or so years. Yet, in looking at the present bull market in gold stocks and comparing it to the previous three equity bull markets (Technology, Japan and Gold Stocks) we find stronger and deeper similarities which confirms to us that the gold stocks are in the bull market of our time.
Tuesday, January 10, 2012
Who Really Owns Your Gold Stocks? / Commodities / Gold & Silver Stocks
By: Jeff_Berwick
Do you own gold and silver mining stocks? Or any stocks for that matter? Even if you say, "yes", chances are you don't really own them.
It is one of the dirtiest little secrets in the brokerage business. And 99.9% of people have no idea it is even being done to them. It's called "street name registration" and it's how the brokerage where you hold your stocks "registers" your shares. To save money and time, and to allow your shares to be included as assets that THEY can use to do what they want with, your brokerage never actually registers you as an owner of the shares.
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Tuesday, January 10, 2012
Two Gold Related Long/Short Pair Trades For 2012 / Commodities / Gold and Silver 2012
By: Bob_Kirtley
Pair trading is a trading strategy based on the concepts of statistical arbitrage and convergence. Typically it involves being long one security and short another. For example one may believe that Apple would outperform Microsoft, so one buys Apple and shorts Microsoft. A pair trade may also involve two trading two markets that usually move close together but have drifted apart, for example the US and UK stock markets. If the FTSE has rallied strongly when the S&P has not, the trader may decide to short the FTSE and buy the S&P, taking the view than the US stock market will catch up to the performance of the UK stock market. Whilst our primary focus is on trading options, we have identified what we believe are two attractive pair trades for 2012.
Tuesday, January 10, 2012
Did The Silver Bubble Burst? / Commodities / Gold and Silver 2012
By: Willem_Weytjens
Gold bugs argue that Gold is far from being a Bubble. Especially not when you look at the following comparison, which plots Gold’s rise versus the Nasdaq’s rise in the 1990's.
Tuesday, January 10, 2012
Correction Over in Crude Oil? / Commodities / Crude Oil
By: Mike_Paulenoff
Increasingly, my near-term work is "warning" me that the correction in NYMEX crude oil from its Jan 4 high at 103.74 likely ended at this morning's pre-market low at 100.83.
A climb above 102.05/15 will confirm the low and indicate that a new up-leg is in progress for oil and the U.S. Oil Fund ETF (USO) that should propel futures prices towards 106-108 next.
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Tuesday, January 10, 2012
Can Gold and Silver Overcome U.S. Dollar Strength? / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
According to the most recent data, commercial banks’ overnight deposits at the European Central bank reached a new record high of 464 billion euros. Another record high in ECB deposits shows that European banks would rather lose money than take the risk of lending to each other. It is also the latest reminder that nothing is solved in the euro zone crisis. However, the U.S. financial markets have been able to decouple from Europe, for the time being. Even more decoupling can be seen in precious metals.
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Monday, January 09, 2012
Euro Hits New Lows, Swiss Franc Bounces: What does it means for Gold and Silver? / Commodities / Commodities Trading
By: Jeb_Handwerger
Commodities In Characteristic Selloff
Once again at the end of 2011 we heard the voices of negation sounding the fear of the bursting of the commodities bubble. The naysayers come out with their Cassandra calls whenever commodities go into a characteristic and salubrious selloff. They never really learn to respect the importance of gold (GLD) and silver's (SLV) role in the long range secular multiyear ongoing rise.
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Monday, January 09, 2012
Gold Still as Basket Case Europe Means Germany Now Getting Paid to Borrow Money / Commodities / Gold and Silver 2012
By: Ben_Traynor
U.S. DOLLAR gold bullion prices touched $1623 an ounce Monday morning London time – a 1% rally from the low hit during Asian trading – before falling back slightly, while stocks, industrial commodities and major government bond prices all ticked lower.
"[Gold bullion] remains above its 3-year bullish support that now lies at $1544," says technical analyst Russell Browne at bullion bank Scotia Mocatta.
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Monday, January 09, 2012
Year of Dragon on Shanghai Gold Exchange Sees 2nd, 3rd Highest Volume on Record / Commodities / Global Debt Crisis 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,618.00, GBP 1,047.38, and EUR 1,266.54 per ounce.
Yesterday's AM fix was USD 1,621.00, GBP 1,045.67, and EUR 1,045.67 per ounce.
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