Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, July 19, 2013
Cheap Gold and Silver Prices - The Deal of a Lifetime? / Commodities / Gold and Silver 2013
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.
Read full article... Read full article...
Friday, July 19, 2013
Russia and the Next Oil Crisis / Commodities / Crude Oil
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.
Read full article... Read full article...
Friday, July 19, 2013
Gold Bullish Forces / Commodities / Gold and Silver 2013
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.
Read full article... Read full article...
Friday, July 19, 2013
Five Signs Uranium Price Could Explode Higher In The Second Half / Commodities / Uranium
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.
Read full article... Read full article...
Thursday, July 18, 2013
The Powerful Case For Silver / Commodities / Gold and Silver 2013
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.
Read full article... Read full article...
Thursday, July 18, 2013
Now Time to Buy Gold Mining Stocks? / Commodities / Gold and Silver Stocks 2013
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.
Read full article... Read full article...
Thursday, July 18, 2013
Gold Price Rallies But Very Oversold Mining Stocks Extend Losses / Commodities / Gold and Silver 2013
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
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.
Read full article... Read full article...
Thursday, July 18, 2013
Gold and Silver Obviously Hit by Bernanke Testimony Bear Raid / Commodities / Gold and Silver 2013
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.
Read full article... Read full article...
Thursday, July 18, 2013
Technology Advancements Changing the Fossil Fuels Game / Commodities / Natural Gas
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.
Read full article... Read full article...
Wednesday, July 17, 2013
The Game of Silver / Commodities / Gold and Silver 2013
Begin with what we know:
-
Death and taxes.
-
Political influence affects almost everything including most markets and much of the economy.
-
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
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.
Read full article... Read full article...
Wednesday, July 17, 2013
Gold 'Indecisive' Below $1300, Asian Premiums Strong, Ahead of Bernanke Speach / Commodities / Gold and Silver 2013
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.
Read full article... Read full article...
Wednesday, July 17, 2013
Cyprus Resists International Pressure To Sell Gold Reserves / Commodities / Gold and Silver 2013
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.
Read full article... Read full article...
Wednesday, July 17, 2013
India's 'War' on Gold Shines on Silver Investing / Commodities / Gold and Silver 2013
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.
Read full article... Read full article...
Wednesday, July 17, 2013
A Short Seller Investors Guide to Obama's Climate Change Initiatives / Commodities / Climate Change
"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.
Read full article... Read full article...
Wednesday, July 17, 2013
Gold Matter In “a banquet of consequences” Deficits / Commodities / Gold and Silver 2013
DEFICITS MATTER! Democrat Franklin Delano Roosevelt was the first to publicly declare that deficits did not matter since, he reasoned, we owe the money to ourselves. Dick Cheney, who should know better, made the same claim in behalf of Republican deficits. Deficit denial has never held water simply because holders of government paper – foreign or domestic — intend to be repaid and with interest. It’s that part about creditors demanding interest that blows a hole in the “deficits-do-not-matter” argument.
Read full article... Read full article...
Tuesday, July 16, 2013
Commodities 2013 Halftime Report: A Time to Mine for Opportunity? / Commodities / Commodities Trading
It was a challenging first half of the year for most commodities, with only two resources we track on our Periodic Table of Commodities Returns rising in value. Natural gas and oil rose 6.5 percent and 5 percent, respectively, while silver lost a third of its value and gold lost a quarter of its price from the beginning of the year.
At first glance, the correction seems to support naysayers who believe the supercycle in commodities has ended, such as Credit Suisse analysts, who had declared that the “era is over,” in its digital magazine, The Financialist.
Tuesday, July 16, 2013
Gold - What If? / Commodities / Gold and Silver 2013
By Grant Williams: A few weeks ago, I put a chart with which I am acutely familiar up on my Bloomberg. It is a chart I have studied every single day for over a decade, so by now I know pretty much every dip, every rally, and every sideways channel that makes up this particular pattern.
I remember where I was when the big moves took place, and I recall with great clarity my varying degrees of comprehension and incredulity over every meaningful change in direction.
Read full article... Read full article...
Tuesday, July 16, 2013
Timing the Gold Price Bottom / Commodities / Gold and Silver 2013
By Louis James, Chief Metals & Mining Investment Strategist
An interesting thing about the uptick in gold prices over the last couple days is the number of people asking me if I think gold has bottomed. This is somewhat amusing, since we all know that no one can time a market, and the questions are coming from my peers—professionals who should know better.