Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Sunday, January 08, 2012
Crude Oil Prices Moving To Red Alert / Commodities / Crude Oil
By: Andrew_McKillop
Peak oil is moving back fast as permitted dinner time talk - and office time action with futures and
options. And the reasons are multiple, well known, but heavily discounted until now. Through late
2011, many times, the IEA's chief economist Fatih Birol has outlined how radically the IEA sees the oil
price outlook, particularly the coming and fast intensifying trend of reserve depletion hitting onshore,
mature, conventional oil production. Lost in the climate crisis talk however, the oil price message was
often sidelined. Read full article... Read full article...
Sunday, January 08, 2012
Gold and Dogma / Commodities / Gold and Silver 2012
By: Brian_Bloom
Some analysts believe that gold has bottomed . I think they may be missing something important. The global financial game may have changed because Europe is being seen as more of a basket case than the US
Yes, gold was oversold and needed to bounce up. The problem flows from the first two charts below (courtesy stockcharts.com):
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Sunday, January 08, 2012
Was 2011 a Springboard for Gold 2012? / Commodities / Gold and Silver 2012
By: Jeff_Clark
By Jeff Clark, Casey Research writes: 2011 was remarkable in many ways for the precious metals markets. Gold soared to new highs in early September, hitting at an intraday record of $1,920/ounce on the fifth. Silver screamed to within a hair of $50 on April 28. Corrections ensued, and the metals ended the year on a disappointing note for silver and an underwhelming note for gold. Equities for the sector were down, to way down for junior ventures, logging their worst annual return since 2008.
Saturday, January 07, 2012
Gold, Silver, Wall Street's Best Bet for Crisis-Beating Returns / Commodities / Gold and Silver 2012
By: Adrian_Ash
So how did the top US mutual funds stack up vs. the gold price since 2007...?
PAST PERFORMANCE is no guide to the future. But if you don't study history, just what will you track instead?
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Saturday, January 07, 2012
Why Rising Debt Will Lead to $10,000 Gold / Commodities / Gold and Silver 2012
By: Nick_Barisheff
Good afternoon, it's a pleasure to speak about gold at this Outlook for 2012.
Today, I'd like to focus on one important idea: the direct relationship between the rising price of gold and the rising levels of government debt that result in currency debasement. Since we measure investment performance in currencies a clear understanding of the outlook for currencies is critical.
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Saturday, January 07, 2012
Cheap Gold Stocks / Commodities / Gold & Silver Stocks
By: Zeal_LLC
Gold had a tough December, falling 10.5% to grind along near its worst levels since July. This sparked hyper-bearish sentiment and end-of-gold’s-secular-bull talk. Naturally gold stocks fared even worse in this rampant gold pessimism, with the flagship HUI gold-stock index plunging 14.7%. But this selling was radically overdone, as compared to gold’s absolute levels gold stocks remain incredibly cheap.
Friday, January 06, 2012
Silver Confirms the Bullish Outlook for Precious Metals / Commodities / Gold and Silver 2012
By: Przemyslaw_Radomski
The new year started off with a bang with precious metals out-shining the competition. Is this a harbinger of things to come? We think so and we are not alone. Forecasts for gold for 2012 include a price per ounce of $2,200 by Morgan Stanley, $2,050 by UBS, and $2,000 by Barclays.
Friday, January 06, 2012
Gold Confiscation a Reality? / Commodities / Gold and Silver 2012
By: Julian_DW_Phillips
Many of the leading fund managers in the U.S. and elsewhere are expecting that governments will confiscate their citizen's gold. This will not be for the same reasons used in 1933. It will be to facilitate loans, swaps lower interest rates, and shore up international confidence in the turbulent, stressed paper-currency world in which we live. Each nation issues paper as money, dependent on the trust that nation can engender at home and abroad. But is this going to be sufficient, moving into an ever more turbulent 2012?
Friday, January 06, 2012
Gold Up 5% on Week in Euros as Recession Data Hits Europe / Commodities / Gold and Silver 2012
By: Ben_Traynor
THE DOLLAR cost of buying gold hovered around $1620 an ounce Friday morning London time – becoming a bit more volatile following the release of US employment data but failing to establish a definite direction – while stocks and commodities edged higher.
Silver prices meantime eased around lunchtime, hitting $29.15 per ounce.
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Friday, January 06, 2012
Gold Buy Signal Whenever Trading Below 200 Day Moving Average / Commodities / Gold and Silver 2012
By: Peter_Degraaf
During the 12 year history of this bull market in gold, only about 5% of the time did we see gold trading below its 200DMA, and each time it turned out to be a prime buying opportunity. (Charts courtesy Stockcharts.com unless indicated).
Friday, January 06, 2012
Gold Bottom Targets Trend to $4000 / Commodities / Gold and Silver 2012
By: UnpuncturedCycle
There has been so much talk about gold and so little understanding of the reality behind the move in the price of the yellow metal over the last 90 plus days that I think it’s necessary to separate the wheat from the chaff. I want to discuss what gold has done, where it’s at now, and then end with where it’s going from here and postulate why it’s going to do what it will do.
Friday, January 06, 2012
Using Options To Hedge Against a Gold GLD ETF Collapse / Commodities / Gold and Silver 2012
By: Bob_Kirtley
At SK Options Trading, we primarily use the SPDR gold trust (Symbol: GLD) for exposure to the gold price. GLD is an exchange traded fund, designed to track the price of one tenth of an ounce of gold. GLD currently holds around 1280 tonnes of physical bullion, the sixth largest holding in the world, preceded only by the U.S. Germany, the IMF, Italy and France. The major benefit of using an ETF such as GLD is that one can gain exposure to the gold price as easily as buying a stock and one can effectively trade gold options as easily as trading stock options.
Friday, January 06, 2012
Why Has Gold Been Down? / Commodities / Gold and Silver 2012
By: Jeff_Clark
Jeff Clark, Casey Research writes: In spite of some short-term fixes, there remains no real resolution to the sovereign debt issues in many European countries. We're certainly not spending less money in the US, and now we're bailing out Europe via currency swaps with the European Central Bank. Shouldn't gold be rising?
Friday, January 06, 2012
Gold Stocks Complete First Major Bottom Since 2008 / Commodities / Gold & Silver Stocks
By: Jordan_Roy_Byrne
All bull markets have to endure a plethora of corrections and all bull markets have to endure a handful of major corrections. The gold stocks are no different. In fact, due to nature of the mining business and the high-beta status of these stocks, it is very easy for investors to forget that they (the gold stocks) are in a real structural bull market. Corrections and crashes are commonplace and yes, even in a bull market. Yet in 2011 the gold equities did not crash. They merely digested and consolidated the massive recovery gains from 2009 and 2010. This persistent consolidation has left many scared, frustrated and distrustful of the sector at precisely the wrong time. Gold stocks have quietly completed a major bottom, their first since 2008.
Friday, January 06, 2012
Food, The Near-Perfect Product / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
What if we found a product to which consumers have an uncontrollable physical craving?
What if consumers bought more of this addictive product as their incomes rose?
What if as their incomes rose they demanded higher quality, more expensive to produce versions of this product?
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Friday, January 06, 2012
Was 2011 The End of The Gold Rush, Is This the Top? / Commodities / Gold and Silver 2012
By: Peter_Schiff
For such a wonderful year for precious metals investors, the final calendar quarter left little to celebrate. Just as people now take for granted that their phones will also take pictures, play music, and surf the internet, many investors have come to expect gold and silver to move up in a straight line.
Thursday, January 05, 2012
Safe Haven Status Returning to Gold as Euro Sinks After Weak Bond Sales / Commodities / Gold and Silver 2012
By: Adrian_Ash
WHOLESALE MARKET prices to buy gold touched a two-week high at $1625 per ounce as London opened for business on Thursday, before pulling back to $1609 as commodities and world stock markets fell, led by Eurozone banking shares.
The 17-nation Euro currency fell to its lowest level in 16 months vs. the US Dollar.
Thursday, January 05, 2012
Euro, Iran and Asian New Year Buying Fuels Gold / Commodities / Gold and Silver 2012
By: GoldCore
Gold is trading at USD 1,612.90, EUR 1,256.10, GBP 1,037.30, CHF 1,530.40, JPY 123,934 and AUD 1,573.0 per ounce.
Gold’s London AM fix this morning was USD 1,614.50, GBP 1,038.33, and EUR 1,256.32 per ounce.
Yesterday's AM fix was USD 1,603.00, GBP 1,024.28, and EUR 1,229.96 per ounce.
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Thursday, January 05, 2012
How to Buy Silver, Bullion, Coins and ETFs / Commodities / Gold and Silver 2012
By: Money_Morning
Peter Krauth writes:
Silver prices soared as high as $50 an ounce last year before experiencing a brief correction that took it back below $30.
However, despite this blip, mounting inflationary pressures, a weakening dollar, and emerging market demand will see silver retest its record highs in 2012. In fact, this time around it could even climb as high as $150 an ounce.
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Thursday, January 05, 2012
Silver Industrial Demand - The Commodity to Watch / Commodities / Steel Sector
By: Dr_Jeff_Lewis
Forecasting the future of the economy is a difficult task; one who can do it with regularity will most certainly see massive investment profits. Most of this complexity comes from the lack of clarity in commodities prices.
Commodities earn their price from demand. Most commodities are tied to a specific industry – palladium is a barometer for autos, while steel is a barometer for real estate. Some commodities are then related entirely to geography – copper is the commodity for a growing Asian economy, while oil is the commodity for all emerging markets.
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