Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Tuesday, December 06, 2011

Why Gold Stocks Have Underperformed and What Lies Ahead / Commodities / Gold & Silver Stocks

By: Jordan_Roy_Byrne

Gold is higher by 20% this year but the large cap gold stocks (GDX) are down 6% while the junior gold stocks (ETF) are down 25%. With Gold higher by 20%, we’d normally expect the gold stocks to be up 50% and more. Needless to say 2011 has been a difficult year for gold bugs. Its been a near disaster for most junior gold stocks. That being said, there are important but often ignored reasons why the gold shares have underperformed this year and reasons to consider why a big move may be only months away.

Tuesday, December 06, 2011

Deflation Is Coming, Will be Good for Gold Stocks / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Jay Taylor believes the biggest challenge facing the U.S.—deflation—could mean a better year, or even decade, for junior gold stocks. Taylor, editor of Jay Taylor's Gold, Energy & Tech Stocks, has ridden some equities to the bottom of this punishing market and is ready to pile more cash into small gold companies. In this exclusive interview with The Gold Report, he explains why market sentiment hasn't shaken his faith.

Tuesday, December 06, 2011

Meat-to-Feed Ratio: Feeding the Agricultural Commodities Bull? / Commodities / Agricultural Commodities

By: Ned_W_Schmidt

With 2011 about to be history, investor should be thinking about two matters. How did various market sectors perform during the year, and why did they do so? That task is part of the learning process. It allows us to refine our thinking, and shed thoughts that will not be productive in the future. Second, we are of course interested in the implications of current trends for investments in the coming year. 2012 is still a blank page. Thus far as 2012 is concerned, we have made no mistakes. To start this learning process the first chart portrays the performance of the various sectors of the Agri-Food market over the past year.

Monday, December 05, 2011

Bullish Pattern for Gold / Commodities / Gold and Silver 2011

By: Mike_Paulenoff

Although Italian and Spanish bond yields have plunged today, in reaction to optimism about a forthcoming "real deal" to solve or contain the Euro-zone debt crisis, let's notice the neither the price of spot gold nor the Euro/USD appear impressed -- at least not if the solution implies a massive ECB liquidity injection.

Monday, December 05, 2011

Are Gold and Silver Waiting on Another Catalyst? / Commodities / Gold and Silver 2011

By: Eric_McWhinnie

Last week, gold futures for December delivery increased 3.6%, while silver futures gained 5.1%. The catalyst for the gains came from central banks agreeing to make dollar borrowing cheaper for the euro zone. Currently, gold and silver are holding onto gains as investors wait for another catalyst.

Monday, December 05, 2011

Gold’s 4th Wave Consolidation Nears Completion and Breakout / Commodities / Gold and Silver 2011

By: David_Banister

Back in August with Gold running to parabolic wave 3 sentiment induced highs, I warned of a major top and multi-month correction. We all know that the fundamentals for the shiny metal are stronger than ever, but you must keep in mind that the market prices all that in well l in advance. Coupled with excessively bullish sentiment that was capped off by a USA Today cover with Gold on it, it was easy to see a major sentiment correction and therefore price decline was at hand.

Monday, December 05, 2011

Gold Limbering Up to Breakout Upside from Consolidation Triangle / Commodities / Gold and Silver 2011

By: Clive_Maund

It is now evident that the gold price has been trapped in a narrowing trading range since its early September pre-plunge peak - a Symmetrical Triangle. This type of Triangle, which indicates a state of collective indecision, can lead to a breakout in either direction, depending on what fundamental developments ensue. The main reason that this large standoff pattern has developed at this juncture, in addition to that of an overbought condition having developed that needed correcting, is that the market has been unable to determine which of the primary economic conditions of deflation or inflation is set to take precedence.

Monday, December 05, 2011

Silver Price at Good Entry Point for Major Up-trend / Commodities / Gold and Silver 2011

By: Clive_Maund

With Europe teetering on the verge of collapse, the world has been teetering on the verge of a deflationary implosion, and it still is. That is the reason for the recent severe downdraft in the markets. What is believed to be happening now is that the global banking elites, who ARE the de facto government in many countries, like the US, are scrambling to prevent the collapse of their European division. The stakes are immense - if they succeed they "will kick the can down the road" and push all or much of the banks' bad debts off onto the electorate and taxpayers via austerity measures, bailouts and tax hikes and the course will be set for a hyperinflationary depression, if they fail then we will see the more immediately dramatic and much feared deflationary implosion.

Monday, December 05, 2011

Indian Dealers Seeing "Virtually No Demand for Gold" Despite Wedding Season / Commodities / Gold and Silver 2011

By: Ben_Traynor

THE DOLLAR gold price fell to $1731 per ounce by Monday lunchtime – 0.8% below where it ended last week – while stocks and commodities edged higher and US Treasury bond prices fell ahead of a meeting between the leaders of France and Germany in Paris.

"There is likely to be a fair amount of volatility on the political front this week," warns Nic Brown, head of commodities research at Natixis.

Monday, December 05, 2011

Gold to House Prices Ratio May Plunge / Commodities / Gold and Silver 2011

By: Shelby_H_Moore

Increased volatility of the ratio is possible, due to financialization.

Understanding PHYSICAL gold at this juncture is critical to preserving your networth.

Monday, December 05, 2011

BOA 2012 Top Trades- Buy Gold Versus Euro; Iran Warns of Oil at $250 / Commodities / Gold and Silver 2012

By: GoldCore

Gold is trading at USD 1,740.10, EUR 1,295.90, GBP 1,114.30, CHF 1,604.5, JPY 135,900 and AUD 1,700.4 per ounce.

Gold’s London AM fix this morning was USD 1,744, GBP 1,114.88, and EUR 1,296.08 per ounce.

Friday's AM fix was USD 1,751.00, GBP 1,116.50, and EUR 1,298.29 per ounce.

Monday, December 05, 2011

Silver Forecast To Follow Gold And Double Its 1980 High At Least / Commodities / Gold and Silver 2011

By: Hubert_Moolman

It is well established that there is a high correlation between how the price of gold and silver trades. Thanks to this relationship between gold and silver, one is able to use historical trading data of the one good, in order to project what may happen to the price of the other.

Monday, December 05, 2011

Silver Ready For Take-Off? / Commodities / Gold and Silver 2011

By: Willem_Weytjens

After a very turbulent year, silver now looks set to take off again. In this article I will tell you why I think so.

First of all, let’s look at the Commitment Of Traders reports. Commercials have yet again reduced their Net Short position in Silver, which is now close to the low of 2003 at the beginning of the Bull Market. Commercials are generally seen as the “smart money”, so if they reduce their Net Short Position, they expext price to rise (or at least not drop substantially).

Monday, December 05, 2011

Does Gold’s Correlation with Stocks Mean that it’s No Longer a Safe Haven? / Commodities / Gold and Silver 2011

By: Bob_Kirtley

In this article we examine the current and past relationship between gold and the S&P 500 index and whether or not gold still remains a “safe haven”. In the past gold has often had a low positive relationship with the S&P, with that relationship trending negative in times of economic turbulence (hence gold’s safe haven status) but that trend has not held over the past 10 weeks. We aim to answer the implications this has for gold in the future.

Saturday, December 03, 2011

Another Reason Silver Prices Could Roar Higher / Commodities / Gold and Silver 2011

By: DailyWealth

Matt Badiali writes: Silver is an amazing metal... which is why it's likely to soar over the coming years...

Saturday, December 03, 2011

Gold Stocks Should Win Regardless of Economic Turmoil / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Investors focused on picking the next ailing economy have reinforced gold as the ultimate refuge if all the financial juggling fails. In this exclusive interview with The Gold Report, Chen Lin talks about the effects of risk aversion on the performance of gold stocks. While it has been a tough year for precious metals stocks, there are some very promising stories smart investors should be looking at as others decide to clean house for tax purposes.

Saturday, December 03, 2011

Gold and Stocks Possibly on the Brink of Going Up / Commodities / Gold & Silver Stocks

By: Przemyslaw_Radomski

There is palpable fear in the world and the urgency could be felt in the new strategy unveiled Wednesday morning by the world’s major central banks to bolster the financial system by increasing liquidity in the financial markets. In response, stock markets surged with joy with the S&P up 4.3 per cent. The move dragged down the dollar, bolstered the euro and pushed gold prices 2 per cent higher to finish November with a 1.9 per cent rise.

Friday, December 02, 2011

Saving Gold, Old reliable stands tall in crisis atmosphere / Commodities / Gold and Silver 2011

By: Michael_J_Kosares

The United States has become a nation of savers. Where once the money management mantra was "invest it and retire wealthy," it is now "save it or lose it" -- a healthy reaction to the chaos, greed and notable lack of safety in traditional investments including those sponsored by Wall Street's financial firms. Retirement plans and pensions are in trouble. The fear is that individual savings could disappear overnight in a general financial system meltdown. Overriding all is a sense that things are going to get worse before they get better and that the time has come to take matters into one's own hands.

Friday, December 02, 2011

Explaining Central Banks' Gold Purchases / Commodities / Gold and Silver 2011

By: David_Howden

The last two years marked a significant shift in central banks' attitudes toward gold. Since 1988, central banks have been net sellers of the precious metal. Lacking convertibility of their paper currencies into the commodity, this occurrence makes perfect sense. Why hold a physical asset with costly storage fees when there is no risk that it will ever be needed? Better to hold an interest-bearing (and easily stored) asset like a government security to earn a profit in the interim. So goes the typical explanation for why central banks load their balance sheets with financial assets instead of physical ones.

Friday, December 02, 2011

Crude Oil or Natural Gas? / Commodities / Natural Gas

By: Zeal_LLC

Hydrocarbons have become the lifeblood of this modern era.  And with a huge economic incentive for finding and extracting them, drillers have scoured the world in search of this finite resource.  When they do find it, there is nothing more thrilling than bringing this raw form of energy to the surface.

The most famous extracted hydrocarbon is in liquid form, known as petroleum, or crude oil.  With the next most common form being gaseous, known as natural gas.  Crude oil has of course long been the superior hydrocarbon.  In fact, until the last half century or so oil was really the only hydrocarbon with any commercial worth.