Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Saturday, March 05, 2011

Dwindling Comex Silver Bullion, But Where Is the Gold Coming From? / Commodities / Gold and Silver 2011

By: Jesse

I wonder how much of this silver being sold is leased out from unallocated accounts and holdings in ETFs.

How unfortunate for the silver shorts that the bankers lack a ready supply of bullion from the central banks. Most national stores of silver in the west have already been depleted.

Saturday, March 05, 2011

Employment And Oil.... Stocks Whipsaw Week...Bull Trend Still In Place..... / Commodities / Crude Oil

By: Jack_Steiman

Such an interesting week. If you remember last Friday's report, I talked about whipsaw coming up in a symmetrical triangle. I don't think anyone would argue that that's exactly what we saw this week. The triangle is alive and kicking. They are so emotional, especially when over played on either side. Longs struggle. Shorts struggle. Lots of back and forth that plays on your mind. Usually causes bad outcomes. You get aggressive in a symmetrical triangle you pay the price, even though you probably didn't put on a bad trade. It just feels that way at certain times within it. Again, nothing aggressive. If you play only a few plays you can more easily deal with what's taking place.

Saturday, March 05, 2011

PSY-OPS To Force Gold and Silver Price Down, Profitable Antidotes for Investors / Commodities / Gold and Silver 2011

By: DeepCaster_LLC

“Psychological Operations”

“Planned operations to convey selected information and indicators to foreign audiences to influence their emotions, motives, objective reasoning, and ultimately the behavior of foreign governments, organizations, groups, and individuals. The purpose of psychological operations is to induce or reinforce foreign attitudes and behavior favorable to the originator's objectives. Also called PSYOP. See also overt peacetime psychological operations programs; perception management. (emphasis added)

Saturday, March 05, 2011

Junior Gold Miners Premium from Social Unrest Spreading Out of Africa and into Americas / Commodities / Gold and Silver 2011

By: The_Gold_Report

Sprott Asset Management Senior Portfolio Manager Charles Oliver says the social unrest in the Middle East could lead to a premium for junior companies operating in North and South America. He's even betting on it, saying, "I believe juniors will give you the best long-term outperformance and alpha." He's taken profits on companies with exposure to Africa and moved that cash into others with primary assets in the Americas, where, he says, there is much lower risk. Charles discusses a basket full of those names in this exclusive interview with The Gold Report.

Saturday, March 05, 2011

The Hitchhiker’s Guide To Global Commodities 2011 / Commodities / Social Issues

By: Patrick_Henningsen

Ceapach Donald writes: Metals, food and fuel beat stocks, bonds and the US dollar for a third straight month- the longest winning streak since June 2008. Price rises fundamentally driven by short supplies lifted all soft commodities like the grains, vegetable oils, sugar, cotton and rubber, intensified by investor speculation that violence in the Arab and Muslim world will curb oil supplies…

Friday, March 04, 2011

Gold and Silver Mining Stocks Gain Momentum, What's Next? / Commodities / Gold and Silver 2011

By: Przemyslaw_Radomski

Mounting social and political unrest in the Middle East boosted appeal for commodities as a safe investment option in recent weeks. Crude oil topped $100 a barrel and near month gold and silver futures traded above $1440 and $35 respectively, in the NYMEX.  Besides geopolitical developments, currency fluctuations and stock markets influenced precious metals.

Friday, March 04, 2011

Cheap Money, Speculation andGold Hoarding / Commodities / Gold and Silver 2011

By: Adrian_Ash

Vigilant? Jean-Claude Trichet ain't no Charles Bronson...

CLICK HERE and you'll find a picture of $1 billion – in cash – courtesy of Austrian artist and prankster Michael Marcovici.

Click here, on the other hand, and you'll find proof of $1 billion-worth of physical gold bullion, every last gram of it privately-owned by customers of Bullion Vault.

Friday, March 04, 2011

Gold Stocks in SPX Stock Market Selloffs / Commodities / Gold & Silver Stocks

By: Zeal_LLC

With the general stock markets now due for a selloff while gold hits new nominal all-time highs, precious-metals-stock traders face something of a quandary.  How are their stocks likely to perform in the near future?  Will they ignore general-stock weakness to rally with gold?  Will they get sucked into a stock-market selloff even if gold remains strong?

Friday, March 04, 2011

Gold Cuts 5th Week-on-Week Dollar Gain / Commodities / Gold and Silver 2011

By: Adrian_Ash

THE PRICE OF GOLD eased back for Dollar investors on Friday in London, but headed for its fifth weekly gain in a row, as official data said US unemployment retreated to 8.9% last month.

Non-Farm Payrolls showed their strongest rise since June, just besting analyst forecasts.

Friday, March 04, 2011

Silver Backwardation Continues, Silver Eagle Premiums Rise After US Mint Discontinues Production / Commodities / Gold and Silver 2011

By: GoldCore

While gold is marginally higher today, silver has risen nearly 1% against the dollar and other currencies. Backwardation continues with spot (for immediate delivery) trading at $34.45/oz while the Dec12 contract trades at $34.22/oz and Dec13 at $33.90/oz. Backwardation has eased since last Friday somewhat (see table below) but continues which suggests continued tightness in the physical silver bullion market.

Friday, March 04, 2011

Who’s Really Affected By Rising Food Prices / Commodities / Food Crisis

By: Richard_Daughty

It is certainly old news around here that terrifying inflation in prices, thanks to the monstrous inflation in the money supply caused by the Federal Reserve creating So Freaking Much Money (SFMM) for the last few decades, has caused me to venture to that dangerous precipice between being merely weird and obnoxious, to being a raving lunatic screaming from the rooftop “We’re freaking doomed!”

Friday, March 04, 2011

Gold Has No Intrinsic Value and Not a Store of Value / Commodities / Gold and Silver 2011

By: Gary_North

Gold is a valuable thing to store. However, it is not a store of value. Gold has intrinsic properties that make it valuable. However, it does not have intrinsic value.

I mention this, because, at some point, you will read about gold as a store of value. You will read of gold's intrinsic value. Every time you read either of these phrases, you will know that the author does not understand economic theory.

Friday, March 04, 2011

Leverage Surging Crude Oil Demand / Commodities / Crude Oil

By: The_Energy_Report

The rising tide of commodity prices has had a multiplier effect on the smaller unrecognized and undervalued oil explorers and producer. Private investor Chen Lin is leveraging ever-increasing demand for oil via micro- and small-cap stocks. He looks for companies with strong balance sheets that can generate the cash flow to become self-funding in a relatively short period of time. In this exclusive interview with The Energy Report, Chen explains how he determines which companies have the potential to double, triple or even quadruple and shares some promising stocks he owns.

Friday, March 04, 2011

Impending Crude Oil Correction By Mass Rollover / Commodities / Crude Oil

By: Dian_L_Chu

Thanks to Muammr Gaddafi’s airstrikes near a Libyan oil terminal, and protests in Iran adding to the continuing chaos in Middle East and North Africa (MENA), on Wednesday, March 2, Brent oil settled at its highest level since August 2008 at $116.35 a barrel, while WTI futures on NYMEX also advanced to $102.33 per barrel.

Friday, March 04, 2011

Natural Resource Depletion Crisis, The Real Reason Commodities Beat Stocks / Commodities / Commodities Trading

By: Andrew_McKillop

February: Metals, food and fuel beat stocks, bonds and the US dollar for a third straight month, the longest winning streak since June 2008. Price rises fundamentally driven by short supplies lifted all soft commodities from the grains and vegetable oils to sugar, cotton and rubber, for a 2.2 percent gain over 28 days, lifting the UN FAO 55-item food index to a record high. Geopolitical threat to oil supply,  intensified by investors speculating that violence in the Arab and Muslim world will curb oil supplies lifted oil prices, while the only fossil energy resource bright spot – shale gas – kept a tight lid on gas prices in US markets, but not on oil-linked or indexed import dependent European and Asian markets.

Thursday, March 03, 2011

Gold and Silver Breaking New Highs As U.S. Dollar Loses Appeal As Safe Haven / Commodities / Gold and Silver 2011

By: Jeb_Handwerger

The gold (GLD) and silver (SLV) meteor keeps soaring in the skies over Wall Street as the US dollar (UUP) is parachuting into new lows. The spot price of silver this week broke $34.40, zooming into a record high area unseen since 1980. On March 1, gold followed its poorer brother by breaking out at $1425. The US dollar is challenging all-time lows. It does not take a PhD from Princeton to realize that there may be a problem here. Maybe the recent radical central bank actions should be reconsidered? True, 401(k)'s look good, but it has come at the expense of significant dollar debasement.

Thursday, March 03, 2011

Resistance Plateau for Crude Oil / Commodities / Crude Oil

By: Mike_Paulenoff

While crude oil waffles around between $103 and $100, let's take a look at the big picture. The big picture of crude oil prices (WTI futures) shows the bull move from the Dec 2008 low at $32.40 into the Feb 2011 high at $103.41, which represents almost an exact 62% recovery of the entire prior bear market decline from $147.27 hit in July 2008.

Thursday, March 03, 2011

Euro-Gold Drops 1% in 30 Mins as Trichet Vows Strong Inflation Vigilance / Commodities / Gold and Silver 2011

By: Adrian_Ash

BOTH GOLD and spot silver prices fell sharply in London trade lunchtime Thursday, finding a floor some 1.5% and 2.3% below this week's record highs vs. the Dollar after European Central Bank president Jean-Claude Trichet said a Eurozone rate rise is "possible" next month.

The gold price in Euros dropped 0.9% in just 30 minutes to trade 2.5% below this week's 7-week high of €33,500 per kilo.

Thursday, March 03, 2011

Crude Oil $130 Could Be Just the Beginning as Libya Crisis Intensifies / Commodities / Crude Oil

By: Money_Morning

David Zeiler writes: With rising violence in Libya looking increasingly like a war, the head of Libya's national oil company said yesterday (Wednesday) that crude prices could reach $130 a barrel within a month.

But that may be just the beginning, as other analysts have raised fears of oil prices topping $200 and even $300 a barrel.

Thursday, March 03, 2011

China Gold Demand Voracious, Chinese Yuan Gold Standard? / Commodities / Gold and Silver 2011

By: GoldCore

Gold and silver have recovered somewhat from slight falls in Asia overnight and are now higher against the British pound and Swiss franc which are weaker this morning. With geopolitical instability looking set to escalate and the real possibility of a military confrontation in the Mediterranean, any sell off in the precious metals will likely be tentative.