Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, October 14, 2011

Will Gold and Silver Continue Their Run Up? / Commodities / Gold and Silver 2011

By: George_Maniere

I had at least six emails today asking if the run in gold and silver were over. The answer is most definitely – Maybe!!!! My regular readers know that I have been predicting silver at $50.00 an ounce by year’s end. I believe that the drivers of gold and silver remain intact. The fact is that there is a sense that gold and silver has moved too far – too fast and as a result, people are not inclined to chase the trade.

Thursday, October 13, 2011

Gold Vs. Miners: The Wrong Question, Part I / Commodities / Gold and Silver 2011

By: Adrian_Ash

You want leverage in gold? Buy bullion. It keeps turning every 1% gain in gold mining stocks into a 2% rise...

SO WHY is it that gold mining stocks underperforming the metal so badly? "Gold stocks should be a levered bet on the price of gold...There has been a terrible underperfomance," as one UK forum posting said back in June.

Thursday, October 13, 2011

New Gold, Silver Floor Price Floor, Should I Restructure My Portfolio / Commodities / Gold and Silver 2011

By: Julian_DW_Phillips

Many have contemplated adjusting their precious metal portfolios in light of the fall of the gold price from $1,900 to the current $1,600+ level. Many gold shares haven't performed as well as the gold price. Why? Will they in the future? Should investors hold just the metal, or will shares now outperform the gold and silver prices? What are the criteria for choosing a share in the precious metals, mining industry? How do I design my own portfolio to suit my investment goals and emotional tolerance?

Thursday, October 13, 2011

Gold Drops Back from Week's High / Commodities / Gold and Silver 2011

By: Ben_Traynor

WHOLESALE prices to buy gold dropped to $1667 an ounce Thursday morning London time – a 1.3% fall from the week's high set yesterday – while stocks and commodities also fell and US Treasury bonds rose following news that European banks may have to raise fresh capital.

Prices to buy silver dropped to $31.93 – still a 2.5% gain for the week so far.

Thursday, October 13, 2011

Global Money Supply and Currency Debasement Driving Gold Higher / Commodities / Gold and Silver 2011

By: GoldCore

Gold is trading at USD 1,670.40, EUR 1,216.90, GBP 1,063.81, JPY 128,555.00, AUD 1,643.34 and CHF 1,500.20 per ounce.

Gold’s London AM fix this morning was USD 1,673.00, GBP 1,065.74 and EUR 1,218.05 per ounce.

Thursday, October 13, 2011

Gold, Silver, Copper, Nickel and Alternative Energy for Fun and Profit / Commodities / Metals & Mining

By: The_Gold_Report

Legendary mining entrepreneur Ross Beaty is an optimist. He likes the opportunities present in both bear and bull markets. In this exclusive interview with The Gold Report at the Casey Research Summit in Phoenix, he explains his love of metals and alternative energy and what he is doing to position himself regardless of where the markets go.

The Gold Report: Your talk was titled "Gold, Silver, Copper, Nickel and Alternative Energy: the Commodities I Still Like." Before we get into the specific commodities, I wanted to ask you about the distortions in supply and demand that you mentioned. As more investment is going into exploration, fewer discoveries are being made. Is that because the easy ones have already been mined? Are costs higher? Are there more regulatory burdens? And how does that impact share prices?

Thursday, October 13, 2011

Gold Signals The End… / Commodities / Gold and Silver 2011

By: Hubert_Moolman

Gold remains our best means of economic measurement. It is not a perfect or 100% consistent measure of wealth, but it is our best. Due to its monetary properties, gold can be used to measure wealth across generations. Just like we have the sun and moon to discern the times and seasons, I believe, we have gold to discern changes in wealth. It is interesting that the sun is often compared to gold, and the moon to silver. Just like a day in the Middle Ages is comparable to a day in this century, an ounce of gold in the Middle Ages is comparable to one today.

Thursday, October 13, 2011

Will Endeavour Silver Lead a Great Mining Rally? / Commodities / Gold & Silver Stocks

By: Eric_McWhinnie

It is no secret that precious metal miners have lagged behind bullion prices. While gold is up 16% this year, gold miner ETFs such as the Market Vectors Gold Miners ETF and Market Vectors Junior Gold Miners ETF are actually down 8% and 24%, respectively. Newmont Mining, one of the world’s largest gold producers, has been returning value to shareholders by offering a gold-linked dividend. Furthermore, the miner announced last month that it may consider a share buyback program if the disparity in bullion and equity prices persist. The situation in silver is similar. Silver prices are down about 3% for the year, while the Global X Silver Miners ETF is down about 16%. However, the recent earnings report from Endeavour Silver could spark the long overdue rally in precious metal miners.

Wednesday, October 12, 2011

Euroland and The Gold, Silver Price Rebound / Commodities / Gold and Silver 2011

By: Jim_Willie_CB

An important reversal of focus, expectation, and direction has taken place in Europe. Put aside the sovereign debt mess that will not go away. It will not be fixed, despite all the effort and talk and deal making. They must prepare for a string of bank failures and a Greek default. Every solution executed or proposed or pending involves the same lunatic device of creating more debt or more money to solve a problem caused by too much credit creation and unchecked monetary creation. For 18 months the Euro had traded on the back of the European Central Bank monetary policy, on interest rate judgments and expectations.

Wednesday, October 12, 2011

Illusions versus Reality in the Copper Market Commodities Crash / Commodities / Commodities Trading

By: Gary_Dorsch

“You unlock this door with the key of imagination. Beyond it is another dimension, a dimension of sound, a dimension of sight, a dimension of mind. You’re moving into a land of both shadow and substance, of things and ideas. It’s a journey into a wondrous land, whose boundaries are that of imagination. That’s a signpost up ahead, your next stop, the “Twilight Zone!”

Wednesday, October 12, 2011

Gold Gains, ECB "Could Print Euros" to Fund Own Bailout / Commodities / Gold and Silver 2011

By: Ben_Traynor

SPOT MARKET gold bullion prices climbed to $1687 an ounce Wednesday morning London time – their highest level since September 23 – as stocks and commodities also gained despite Slovakia's parliament voting against measures designed to promote Eurozone stability.

"Only a close back above $1684 will [see] the market shift neutral," write technical analysts at gold bullion dealing bank Scotia Mocatta.

Wednesday, October 12, 2011

Gold Supported by Geopolitical Risks in Middle East and China, Currency and Trade War / Commodities / Gold and Silver 2011

By: GoldCore

Gold is trading at USD 1,684.20, EUR 1,221.90, GBP 1,068.81, JPY 129,103.00, AUD 1,663.34 and CHF 1,509.80 per ounce.

Gold’s London AM fix this morning was USD 1,687.00, GBP 1,070.36 and EUR 1,222.02 per ounce.

Wednesday, October 12, 2011

Energy Investors Pocket Profit on Oil Price Rally – And It’s Just the Beginning / Commodities / Crude Oil

By: Money_Morning

Kerri Shannon writes: Investors in energy stocks are enjoying an oil price rally that continued for a fifth trading session yesterday (Tuesday), pulling many oil-related investments up with it.

U.S. oil futures rose 40 cents to $85.81 a barrel on the New York Mercantile Exchange (NYMEX). Black gold has climbed 12% since hitting a 52-week low of $76 a barrel last week - a 37% fall from its April high near $120 a barrel.

Wednesday, October 12, 2011

What Economic Uncertainty Means for the Rare Earth Metals Sector / Commodities / Metals & Mining

By: Critical_Metals_Repo

The rare earth sector has seen astronomical gains in recent years as Chinese export restrictions, short-sighted U.S. policy and investor interest combined to make front page news. In this exclusive article for The Critical Metals Report, Chris Berry, founder and president of House Mountain Partners, LLC, argues that a "Great Reset" is changing the face of the sector, rewarding explorers far more selectively.

Wednesday, October 12, 2011

Japan's Tsunami Nuclear Crisis Has Created Uranium Investment Opportunities / Commodities / Uranium

By: The_Energy_Report

The uranium market is still shell-shocked from the tsunami in Japan and the resulting anti-nuclear backlash. But Philip Williams, vice president of business development for investment firm Pinetree Capital in Toronto, is urging investors to dust themselves off and start shopping. Strong fundamentals are still in play and upcoming catalysts could boost suffering uranium equities this year. In this exclusive interview with The Energy Report, Williams discusses which companies he expects will ride the updraft.

Wednesday, October 12, 2011

Gold Not in a Bubble, On Its Way to $10,000 an Ounce / Commodities / Gold and Silver 2011

By: Nick_Barisheff

"Gold is not a financial asset to be compared with dot-com stocks or Miami condos and it is not a commodity like pork bellies or crude oil. It is the ultimate currency for the truly sophisticated wealth holder in a time of substantial unreserved credit promotion." ~ Paul Brodsky (Fund Manager)

Wednesday, October 12, 2011

Canadian Oil Sands - A Good Investment? Not in Europe, Apparently / Commodities / Crude Oil

By: OilPrice_Com

Any American watching cable TV over the past few months can hardly fail to have noticed the seemingly ubiquitous advertisements extolling the virtues of extracting oil from Canadian oil sands, which the commentators assure their audience has a carbon footprint largely comparable with traditional fossil fuels, and which, if developed will provide not only millions of new jobs but billions of dollars for governments as well as energy security by weaning the Western Hemisphere off its addiction to terrorism-tainted Middle East oil.

Tuesday, October 11, 2011

Days Of Reckoning Are Here: Accumulate Gold, Silver and Hard Assets / Commodities / Gold and Silver 2011

By: Jeb_Handwerger

We have alerted our subscribers on many occasions during the past two years that global credit downgrades of sovereign nations were inevitable. It does not take a prophet to have foreseen the turbulence in the global marketplace that we have witnessed since the expiration of QE2. Standard and Poor's cut the rating one level from AAA to AA+. This action sent shockwaves reverberating throughout the financial world as irrational investors sought U.S. treasuries for liquidity. These days of reckoning will be with us for a long time as investors flee from deteriorating paper after an artificially induced debt bubble to undervalued real wealth in the earth assets such as the gold(GDX) and silver miners(SIL).

Tuesday, October 11, 2011

Gold Falls Back from Two-Week High on Euro Meeting Delay / Commodities / Gold and Silver 2011

By: Ben_Traynor

THE SPOT MARKET gold price fell to $1655 an ounce Tuesday morning in London – a gain of 1% for the week so far – while stocks and commodities were mostly flat ahead of a Slovakian parliament vote that could potentially jeopardize efforts to tackle the Eurozone debt crisis.

Earlier on Tuesday the gold price hit its highest level in over a fortnight at $1685.

Tuesday, October 11, 2011

Interim Peak in Bonds Coincides with Rebound in Gold Mining Stocks / Commodities / Gold & Silver Stocks

By: Jordan_Roy_Byrne

We’ve written about the importance of intermarket analysis. Movements in various sectors and asset classes influence each other. The Treasury market is the largest in the world and affects trends in other markets. Interestingly, Bonds at times move with Gold. In these cases it is due to a safety or flight to quality play and as a result mining equities tend to underperform. Earlier this year, the safety plays were the Swiss Franc, Gold and Bonds. The first two were first to reverse and now Bonds are putting in an important top. The beneficiary of this market shit will be mining equities and equities in general.