Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, July 19, 2013
Gold Short Squeeze / Commodities / Gold and Silver 2013
By: Zeal_LLC
Futures speculators have responded to this year’s extreme bearishness plaguing gold by amassing wildly-outlying record short positions in it. These huge and highly-leveraged bets can only be unwound by buying gold futures to cover the shorts. As gold continues rebounding out of its recent hyper-oversold lows, the futures traders on the short side will have to buy. This will likely fuel a massive short squeeze.
Major short squeezes are the stuff of market legends, rare and extreme events. Whenever a price falls particularly far and fast, traders wax exceptionally bearish on it. They extrapolate the downside action continuing indefinitely, and some want to play that momentum. So they reverse the usual trade of buying low then selling high. They effectively borrow the asset from someone else to sell it in the open market.
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Friday, July 19, 2013
Gold Miners "Rushing to Hedge" as Gold Price Rallies / Commodities / Gold and Silver 2013
By: Adrian_Ash
GOLD crept higher in quiet summer trade in London on Friday, adding 0.4% for the week as world stock markets also rose but commodity prices fell back.
Silver held 2.5% below last Friday's finish in Dollars.
Government bond prices were unchanged.
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Friday, July 19, 2013
U.S. Gasoline Supplies Highest for July Period Since 1992 / Commodities / Gas - Petrol
By: EconMatters
Refiners actually try to keep low inventories to have illusion of ‘tighter’ markets
Gasoline supplies had a substantial build in inventories, up 3.1 million barrels, and looking back at the EIA data, July is in the heart of the summer driving season, and refineries run at their highest utilization rates. Well, there has never been a period in July where inventories are as high in gasoline supplies as currently exists in recent energy statistics. We have to go all the back to 1992 to find supplies for the July period higher than they are right now, and it isn`t by much.
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Friday, July 19, 2013
Gold and Silver Miners Rolling Over Again / Commodities / Gold and Silver Stocks 2013
By: Dr_Jeff_Lewis
The bullish case for silver is easy enough to make. It also makes sense that if the price per ounce eventually takes off, then the miners would do well.
Nevertheless, the problems that silver miners face are multifaceted and will be discussed further in the following sections.
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Friday, July 19, 2013
Cheap Gold and Silver Prices - The Deal of a Lifetime? / Commodities / Gold and Silver 2013
By: Dr_Jeff_Lewis
The gold and silver markets have fallen dramatically in the wake of the FOMC signaling an end to its controversial Quantitative Easing or QE programs. The pricing in of such FedspeakQE taper-talk has also triggered a yield spike in southern Europe that could deepen that region’s existing debt crisis.
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Friday, July 19, 2013
Russia and the Next Oil Crisis / Commodities / Crude Oil
By: Clif_Droke
On the global market scene, Russia has been one of the major laggards this year. The Market Vectors Russia ETF (RSX), a reflection of the country's stock market, fell 22% from its high earlier this year. RSX was testing a three-year low not more than a month ago and seemed to be in danger of breaking below this major long-term support.
Keeping in mind that the stock market is the single best barometer of future business and economic conditions, as per the old Dow Theory saw, things looked pretty bleak for Russia this summer...that is until the country caught a break from a major development in the commodities market.
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Friday, July 19, 2013
Gold Bullish Forces / Commodities / Gold and Silver 2013
By: Investment_U
Sean Brodrick writes: Earlier this week, I was at The Oxford Club’s Private Wealth Seminar in Ojai, Calif.
It’s the same place Jimmy Kimmel got married at over the weekend. Apparently
I just missed catching a glimpse of Jennifer Aniston and Ellen DeGeneres.
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Friday, July 19, 2013
Five Signs Uranium Price Could Explode Higher In The Second Half / Commodities / Uranium
By: Jeb_Handwerger
Major institutions such as JPMorgan are predicting uranium prices could move to $90 in 2016. I think it could happen even sooner.Uranium (URA) could soar over the second half of this year. I believe the sector is making a major comeback. Long-term uranium investors are well aware of the exceptional gains in this sector like in 2007 when many uranium miners soared more than a 1,000% due to a supply shortfall. It could happen again sooner rather than later.
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Thursday, July 18, 2013
The Powerful Case For Silver / Commodities / Gold and Silver 2013
By: Peter_Schiff
I am a well-known "gold bug" because of my strongly voiced opinion that gold has been one of the best assets for protecting yourself from the US dollar's prolonged decline.
Lately, the precious metals have taken a beating, and I've been called to defend gold's future prospects in the media countless times. While I am confident that gold will rebound with a vengeance before long, I think investors are potentially missing an even greater opportunity in that other monetary metal: silver.
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Thursday, July 18, 2013
Now Time to Buy Gold Mining Stocks? / Commodities / Gold and Silver Stocks 2013
By: P_Radomski_CFA
The most important Wednesday’s event was Ben Bernanke‘s testimony. The Fed Chairman said the U.S. central bank still expects to start scaling back bond purchases later in the year, but left open the option of changing that plan if needed.
We all know that every action has a reaction. Yesterday gold rallied and climbed to a three-week high at $1,300 per ounce after Bernanke's remarks. This optimism didn’t last long. The yellow metal gave up the gains as the dollar remained strong and dropped slightly above $1,270 later in the day.
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Thursday, July 18, 2013
Gold Price Rallies But Very Oversold Mining Stocks Extend Losses / Commodities / Gold and Silver 2013
By: Adrian_Ash
WHOLESALE GOLD traded in a tight range around $1280 per ounce Thursday morning after recovering over a third of yesterday's $30 drop from 4-week highs.
Gold miner equities, in contrast, extended their fall as broader stock markets rose.
By lunchtime in London, African Barrick, spun out of the world's largest gold producer in 2010, stood 2.2% lower but held above last month's record low.
Thursday, July 18, 2013
Gold and Silver Investors Greatest Secret Weapon / Commodities / Gold and Silver 2013
By: Steve_St_Angelo
As the FED turns up the heat in the central bank frying pan, the frogs (public) don't realize they are being cooked to death by inflation. I am quite amazed how loud the sizzling sound has become, but for some odd reason hardly anyone notices it.
Unfortunately, we are well past the point of no return. It's only a matter of time now before the whole "Financial Cliff" falls off the mountain side. Until then, gold and silver investors will have to put up with some of the worst analysis ever to come out of government and MSM.
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Thursday, July 18, 2013
Gold and Silver Obviously Hit by Bernanke Testimony Bear Raid / Commodities / Gold and Silver 2013
By: Jesse
Benny made it perfectly clear in his Humphrey Hawkins testimony today that QE, in whatever forms and permutations, is here to stay at least for this year. And when the Fed expands its Balance Sheet, it is most certainly 'creating money,' although as I have said often enough 'printing' is a colloquial expression of the same sentiment.
Thursday, July 18, 2013
Technology Advancements Changing the Fossil Fuels Game / Commodities / Natural Gas
By: OilPrice_Com
Oil and gas is getting bigger, deeper, faster and more efficient, with new technology chipping away at "peak oil" concerns. While hydraulic fracturing has been the most visible revolutionary advancement, other high-tech developments are keeping the ball rolling--from the next generation of ultra-deepwater drillships, subsea oil and gas infrastructure and multi-well-pad drilling to M2M networking, floating LNG facilities, new dimensions in seismic imagery and supercomputing for analog exploration.
Wednesday, July 17, 2013
The Game of Silver / Commodities / Gold and Silver 2013
By: DeviantInvestor
Begin with what we know:
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Death and taxes.
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Political influence affects almost everything including most markets and much of the economy.
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MSM news is NOT a reliable source of information upon which to make decisions regarding silver investments.
Wednesday, July 17, 2013
Real Gold, Escaping Cash in the Bank / Commodities / Gold and Silver 2013
By: Adrian_Ash
US and UK inflation rose faster than interest rates in June. Get used to it...
Just why do people choose to buy gold and silver? The answer from a quick survey of BullionVault users last week couldn't be clearer:
Inflation. Or rather, the erosion of money's purchasing power.
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Wednesday, July 17, 2013
Gold 'Indecisive' Below $1300, Asian Premiums Strong, Ahead of Bernanke Speach / Commodities / Gold and Silver 2013
By: Adrian_Ash
The PRICE of GOLD held steady around $1285 per ounce Wednesday morning in London, trading unchanged for the week so far ahead of a key speech from US Federal Reserve chairman Ben Bernanke.
Giving semi-annual testimony to Congress on the direction of monetary policy, Bernanke was widely expected to clarify recent comments on reducing the Fed's $85 billion in monthly bond purchases through its quantitative easing program.
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Wednesday, July 17, 2013
Cyprus Resists International Pressure To Sell Gold Reserves / Commodities / Gold and Silver 2013
By: GoldCore
Today’s AM fix was USD 1,284.25, EUR 977.29 and GBP 845.68 per ounce.
Yesterday’s AM fix was USD 1,286.00, EUR 983.03 and GBP 853.24 per ounce.
Gold rose $7.40 or 0.58% yesterday and closed at $1,292.40/oz. Silver gained $0.06 or 0.3% and closed at $20.02.
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Wednesday, July 17, 2013
India's 'War' on Gold Shines on Silver Investing / Commodities / Gold and Silver 2013
By: Money_Morning
Tony Daltorio writes: There's a major government move right now that's giving a huge boost to anyone investing in silver...
You see, when things go awry, governments have a tendency to pin the blame away from the government and on a convenient scapegoat.
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Wednesday, July 17, 2013
A Short Seller Investors Guide to Obama's Climate Change Initiatives / Commodities / Climate Change
By: The_Energy_Report
"Regulation" is a dirty word among most investors, but for speculators like Rodney Stevens, portfolio manager at Wolverton Securities Ltd. and author of The Disciplined Speculator newsletter, state-mandated emissions caps and renewable energy goals present an extraordinary opportunity for growth. In this interview with The Energy Report, Stevens makes a bullish case for solar stocks and offers several names for traders playing offense or defense. But whatever your strategy, Stevens says get the heck out of bonds and into equities.