Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, August 26, 2011
Will Silver Benefit From Rising Gold Margin Requirements? / Commodities / Gold and Silver 2011
By: Jeb_Handwerger
Readers of Gold Stock Trades continue to express an abiding interest in the “poor man’s gold” known as silver(SLV). Prominent among the questions they raise are: Quo Vadis Silver? Read full article... Read full article...
Friday, August 26, 2011
Will Gold Become Collateral for a Euro Zone Bailout? / Commodities / Gold and Silver 2011
By: Eric_McWhinnie
“Gold is Money. Everything else is credit.” -J.P. Morgan
Although Ben Bernanke says gold is not money, countries around the world sure are treating it as such. Last week, Hugo Chavez announced he was nationalizing Venezuela’s entire gold industry. Furthermore, the central bank of Venezuela has sent a statement via email requesting its 99 tons of gold holdings from the Bank of England. Gold is not only seen as currency by many, but also as a valuable hedge. Now, in exchange for bailout assistance, Germany is looking to hedge bailout repayment risk with gold.
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Friday, August 26, 2011
Buy Gold Price Dip With Both Hands / Commodities / Gold and Silver 2011
By: Jason_Hamlin
After making a new all-time high above $1,900, gold has plunged by $170 or roughly 9% in the past few days. Many factors have been blamed including the CME margin hike of 27%, money moving back into stocks or simple profit taking by funds to rebalance their portfolios after such a strong move. Others point to the routine take down of precious metals just prior to futures/options expiration.
Thursday, August 25, 2011
Chorus of Gold Bubble Callers Such as Roubini Out in Force Again / Commodities / Gold and Silver 2011
By: GoldCore
All major currencies have risen against gold again today as the vicious sell off seen on Tuesday and particularly yesterday continued in Asia overnight and in Europe.
Gold is trading at USD 1,723.80, EUR 1,192.10, GBP 1,052.90, CHF 1,369.50 and JPY 133,225 per ounce.
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Thursday, August 25, 2011
Gold Plunges by 11% But Doesn't Change Long-Term Fundamentals / Commodities / Gold and Silver 2011
By: Adrian_Ash
THE PRICE OF GOLD in professional wholesale dealing sank further on Thursday morning, plunging to a 9-session low of $1704 early in London – a drop of more than $200 per ounce from Tuesday's new record high.
"A glance at the gold price on a logarithmic scale suggests a correction was overdue," says Societe Generale's daily "macro" note.
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Thursday, August 25, 2011
Hedge Higher Food Prices by Investing in Corn / Commodities / Agricultural Commodities
By: Money_Morning
David Zeiler writes:
A smaller-than-expected U.S. fall harvest, combined with strong demand, has sown the seeds of higher corn market prices. That will inflate your grocery bill, but it's also an investing opportunity that should persist into next year according to some experts.
The United States Department of Agriculture (USDA) recently reduced its forecast for the fall corn crop to 12.9 billion bushels from 13.5 billion based on damage from spring flooding and summer drought in several key corn-producing states.
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Thursday, August 25, 2011
Gold and Silver Investors, Don't Miss Out on the Palladium Stealth Bull Market / Commodities / Palladium
By: Money_Morning
Peter Krauth writes:
Even while gold, silver, and platinum steal most of the headlines, there are stealth bull markets advancing in other precious metals.
Take palladium for instance.
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Thursday, August 25, 2011
Gold Sell-Off, Now What? / Commodities / Gold and Silver 2011
By: Willem_Weytjens
After reaching an all-time high well above $1,900 earlier this week, gold is now about $200 lower, just two days later.
We have been saying more than once that we should expect these kind of volatile moves in a parabolic end phase. The difficulty of parabolic moves, is to guess when it pops, and to get a chair before the music stops playing, because WHEN it pops (it always does at some point), the move down is very violent, like we have seen over the last 2 days.
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Thursday, August 25, 2011
Gold Price Pullback, Time to Sell? Or Buy? / Commodities / Gold and Silver 2011
By: Jeff_Berwick
I had one of those days. You know how sometimes you’re just humming along in your car in the zone… green lights at every intersection… slow-pokes in front of you moving to the slow lane before you lose patience and honk… just generally it’s as if the sea has parted for your journey.
Today was the opposite. It was like an obstacle course. I was expending twice the energy to get the usual amount of work done.
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Thursday, August 25, 2011
Gold Bump and Run Reversal, How Low Can Gold Go on a Correction? / Commodities / Gold and Silver 2011
By: Dr_Nu_Yu
Gold is in the second phase of a Bump-and-Run Reversal Top pattern, which typically occurs when excessive speculation drives prices up steeply, and is now at a critical juncture where substantially lower prices could be realized. Let me explain.
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Thursday, August 25, 2011
Gold Versus Gold Stocks / Commodities / Gold and Silver 2011
By: Adam_Brochert
Gold versus Gold stocks. A topic near and dear to my heart. One that I have studied relentlessly for the past several years. I am no mining expert. I am not the one that can point you to the next "ten bagger" in the junior mining sector. But I have been right in insisting that my subscribers favor Gold over Gold stocks and I continue to favor Gold (and silver) over the companies that dig these metals out of the ground. This is sector analysis, not an individual firm analysis.
Thursday, August 25, 2011
Gold Correction UnderWay, Buy Back in at $1600 / Commodities / Gold and Silver 2011
By: George_Maniere
Yesterday we witnessed the mother of all head fakes. The ishares ETF GLD was unbelievably overbought. We began Tuesday with the spot price of gold at $1900.00 and more telling the RSI was at 80. This is “nosebleed territory” This correction which I wrote about on Tuesday was long overdue. Since the 1st of July gold has run up in a parabolic move. There was a two day pullback in Mid August when the CME raised margin requirements 22%. That slowed down gold for two whole days. Well today, for the second day in a row, gold dropped another $104.00 to close at $1757.30. There was no news that drove the price down. I believe it was a healthy and expected correction that as I have said was long overdue. The RSI as I mentioned was at 80 and dropped to 54.34. I expect we may get another drop tomorrow but that should do it. I have written that I was looking for a correction to $1600.00 - $1650.00 and another 100 point drop tomorrow will put us right in the sweet spot for another continued run up. Read full article... Read full article...
Thursday, August 25, 2011
Transaction Volume Lifting Silver / Commodities / Gold and Silver 2011
By: Dr_Jeff_Lewis
Behind the meteoric rise in silver prices might be the European banking crisis, or it may be Ben Bernanke’s next Federal Reserve meeting. Though the headlines promote one very basic idea—a catalyst necessarily drives prices in the financial markets—transactions must take place for silver prices to move. It now appears that the catalyst has a driving force: the American public.
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Thursday, August 25, 2011
Gold, the Dollar and the Failure of Currencies / Commodities / Gold and Silver 2011
By: Julian_DW_Phillips
The U.S. Fed and Congress want to see a far weaker dollar against all other currencies but can't see it because of the structure of the currency system!
In the last two weeks we have seen the strongest and most respected currencies being purposely weakened by their own central banks. It is at times like these, when the going gets tough that national monetary priorities are fully exposed. There are major dangers in these policies because of the role that currencies have played since gold was written out of the monetary system in the early seventies. Then the role of currencies was broadened to include: -
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Thursday, August 25, 2011
Discovering Bargain Basement Gold Stocks / Commodities / Gold & Silver Stocks
By: The_Gold_Report
If gold equities are on sale, the stocks Carlos Andres follows as publisher of the Frontier Research Report are on clearance. Andres seeks out stocks that have been unfairly pummeled, offering extra upside for investors. In this exclusive interview with The Gold Report, Andres identifies some top picks trading at insanely low prices that belie their quality management and mining projects.
Thursday, August 25, 2011
Gold Pure Media Bias / Commodities / Gold and Silver 2011
By: Andy_Sutton
Bloomberg News has been cheered in recent months for several ‘movements’ in quasi-honest reporting, most notably a recent article on the $1.2 Trillion (at a bare minimum) that went to the global aristocracy from the US fed at the height of the 2008 financial crisis. The very fact that this slice of men without a country profited so insanely from the crisis should give most people are pretty good idea of how contrived the crisis was to begin with.
Thursday, August 25, 2011
Gold Fear, Greed Mania / Commodities / Gold and Silver 2011
By: Jeff_Clark
By Jeff Clark, Casey Research : Is the mania here?
When most investors hear the word “mania” they think of a runaway market induced by greed. You know, that animal-like instinct we all occasionally feel, the one promising riches from a market on a rip-roaring tear.
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Thursday, August 25, 2011
HUI GOLD Stocks vs Bank Of America / Commodities / Gold & Silver Stocks
By: Willem_Weytjens
Gold has reached an all-time high well over $1900 yesterday, so the Gold bugs have reason to celebrate. Or, at least the physical gold bulls (like mr. Paulson, who is the biggest shareholder of the GLD ETF). Not the gold stock bulls: while the GLD ETF is up almost 25% since January 1st (even after the sell-off on Tuesday and Wednesday), the HUI index is actually DOWN over the same period.
Wednesday, August 24, 2011
Why Did Gold and Silver Price Fall? / Commodities / Gold and Silver 2011
By: Eric_McWhinnie
It was an ugly day for precious metals (NYSE:DBP). On Tuesday, gold (NYSE:GLD) and silver (NYSE:SLV) both fell as the Dow (NYSE:DIA) gained the most points in two weeks. Gold dropped the most in a year after reaching a new nominal high of $1917.90 per ounce. Silver also declined and reached a session low of $41.50 before rebounding back above $42. Since gold and silver often play off each other, let’s take a closer look at gold as it provides a clear reason for the pullback.
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Wednesday, August 24, 2011
Germany May Want PIIGS Gold as Security for ‘Bailouts’, Merkel’s Officials in Damage Limitation Mode / Commodities / Gold and Silver 2011
By: GoldCore
All major currencies are lower against gold today with the Japanese downgrade and concerns about global growth taking their toll on Asian stock markets. While European indices have eked out gains, some selling of peripheral European debt has been seen again and yields on German bunds have risen.