Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Saturday, June 29, 2013
Has Gold Lost Its Shine For Good? / Commodities / Gold and Silver 2013
By: Profit_Confidential
George Leong writes:
Back in April, I said gold was looking bad on the chart and that as long as the stock market continued to advance higher, the prospects for gold were dim. (Read “Is Gold’s Near-Death Crisis Over-Exaggerated? Concerns of a Market Meltdown May Not Be.”)
Fast-forward two months, and while stocks have been in a minor correction, there continues to be distaste for holding gold.
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Saturday, June 29, 2013
The Misunderstood Link Between Crude Oil, Natural Gas and Inflation / Commodities / Inflation
By: Money_Morning
Dr Kent Moors writes:
According to conventional wisdom, there can't be a significant rise in inflation without a corresponding, and usually preceding, jump in energy prices.
In fact, the correlation between energy prices and inflation has become almost a mantra among some market pundits.
Unfortunately, the reality is somewhat different than what's portrayed by talking heads in thirty- second sound bites.
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Saturday, June 29, 2013
Gold And Silver Don't Blink! Purely A Mental Game Right Now / Commodities / Gold and Silver 2013
By: Michael_Noonan
"Water, water everywhere, nor any drop to drink."
There is a similar situation with regard to fiat paper everywhere, but not a gold delivery to be made. The delirium cast by central bankers issuing unlimited fiat has kept so many people in a fiat-induced fog, unable to see clearly. The fog has lifted. It is all a game. See the fraudulent scheme for what it is and then fear no more. It is just a matter of time before everything unravels, as it surely is.
The price of gold and silver are closer to a bottom than a top. The QE-Infinity is closer to a top and will collapse under its own "goldless" weight. The PM holders are on the correct side of history. Understand that it has been one of the bigger world scams played by the central bankers, the illuminati who believed themselves untouchable, beyond the scope of comprehension by the non-banking world.
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Saturday, June 29, 2013
Defying Gold and Silver Bulls Optimism / Commodities / Gold and Silver 2013
By: EWI
Gold and silver have been all over the financial news.
On Thursday, June 20, silver fell below $20 (-60% from 2011 high), and gold fell below $1300 (-30% from 2011 high).
We first published the chart below after metals plunged in mid-April. It shows EWI's forecasts not only leading up to those big moves ... but during the past three years of opportunity.
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Saturday, June 29, 2013
Gold and Silver Ground Floor Investor Opportunity In Next Super-Cycle? / Commodities / Gold and Silver 2013
By: Jeb_Handwerger
The gold (GDX) and silver (SIL) miners have been hammered down to historic 1999 lows, while the U.S. banks (XLF) and U.S. dollar (UUP) reach new heights. This is a great opportunity for value investors to enter the mining sector at possibly the ground floor of a commodity supercycle. Many amateur investors may be prematurely assuming that all is well with the global economic picture. The fine tuning of the economy by the Central Banks and specifically Ben Bernanke appears to have been a major success to the masses. On the other hand, astute investors who have learned from history and are aware of the financial risks stemming from currency devaluation. Could this really be an illusion? Could the dollar be on the verge of a collapse? Is The Fed losing control of interest rates that could spike higher?
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Saturday, June 29, 2013
Are Gold and Silver Now Zombie Metals? / Commodities / Gold and Silver 2013
By: Investment_U
Sean Brodrick writes: The action in the gold and silver markets is enough to drive precious metals traders crazy, and in some cases, I think it has.
Analysts who once talked up the metals are now saying gold will slump to $900 an ounce… or lower. Investors who once loved mining stocks now loathe them. And on the other side, you have respectable people, furious over gold’s decline, talking about the metal going to “infinity.”
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Saturday, June 29, 2013
Epic Investor Opportunity in Gold Stocks / Commodities / Gold and Silver Stocks 2013
By: Jordan_Roy_Byrne
First, let me say I've been way too early on this call. I've been wrong and don't deny it. You have to own up to mistakes, learn from them and be humble. Moving along, the precious metals sector is likely days or potentially hours away from a bottom. With respect to Gold, we are targeting $1180 or slightly below with $1080 as a worst-case scenario. The stocks are a bit more instructive for several reasons. First, they have a more consistent history and second, the stocks bottomed ahead of Gold (using daily closing prices) at the major lows in 2000-2001 and 2008. Using data from the Barron's Gold Mining Index (BGMI) and the HUI Gold Bugs Index (HUI) we put together a chart of all of the major declines in gold stocks. We also annotated the ensuing recoveries.
Saturday, June 29, 2013
Junior Gold Mining Stocks Cleansing / Commodities / Gold and Silver Stocks 2013
By: Zeal_LLC
There’s not much arguing against gold stocks being the most hated sector in the markets these days. And with such a loathing, you can only imagine the visceral disdain towards the more risky juniors.
Provocatively it wasn’t too long ago that the junior subsector was a speculators’ paradise that offered legendary gains. These small companies are of course a vital component of the gold ecosystem. And the quality ones that made solid discoveries while skillfully advancing their projects towards development would righteously see their stocks soar.
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Saturday, June 29, 2013
Uranium, Cobalt and Silver - Recognizing Investor Opportunity In Difficulty / Commodities / Commodities Trading
By: Richard_Mills
Right now I’m a big fan of uranium, cobalt and silver. Here’s why…Uranium
In 2012 world consumption of uranium was 165 million pounds versus 152 million pounds of mined uranium production. Globally there are 434 nuclear reactors operable, 67 reactors are under construction, 159 are on order or planned and 318 are proposed.
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Saturday, June 29, 2013
Where is the Gold Price Bottom? / Commodities / Gold and Silver 2013
By: P_Radomski_CFA
Without a doubt, this was a week of strong declines for the yellow metal. What could we read in newspapers and see on TV? The big banks were falling over each other in their scramble to get on the bear bandwagon. Here are some sample headlines:
Morgan Stanley to Goldman Cut Gold Forecasts on Fed Outlook
"'Paradigm shift' to send gold sliding to $1,200 an ounce: SocGen"
"Gold to Drop Even Further as Fed Increases Real Rates: Goldman Sachs"
"Deutsche Bank cuts gold, silver forecast for 2013"
"Credit Suisse cuts gold, silver, Brent forecasts"
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Friday, June 28, 2013
Gold Price Fresh Technical Damage, Mining Industry Faces Losing Money / Commodities / Gold and Silver 2013
By: Adrian_Ash
GOLD and SILVER both bounced in London trade Friday, only to slip back again after recording new 34-month lows overnight.
Asian stock markets closed higher but European equities slipped.
The major currencies held steady, and government bonds were flat overall, as were commodities.
Friday, June 28, 2013
Blood In The Streets Of Gold Market. Repeat Of 1970s Bull Market? / Commodities / Gold and Silver 2013
By: GoldCore
Today’s AM fix was USD 1,203.25, EUR 921.89 and GBP 789.33 per ounce.
Yesterday’s AM fix was USD 1,232.00, EUR 945.51 and GBP 806.07 per ounce.
Gold fell $25.00 or 2.04% yesterday and closed at $1,199.10/oz. Silver finished the day with a slight loss of 0.11% at $18.50/oz.
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Friday, June 28, 2013
Crude Oil is the Next Major Commodity to Crash / Commodities / Crude Oil
By: EconMatters
We have seen how Gold and Silver were viciously attacked by the shorts this past week, and surprisingly Oil escaped the carnage which is interesting because in April Oil was taken down to the $86 level during the last attack on the Gold and Silver markets. This is even stranger considering the fundamentals for the Oil market are even more bearish than they were in April from a supply standpoint as exemplified by the latest EIA report on Wednesday on this week. There is little doubt however that since the easy money is gleaned from the Gold attack, the Feral Hogs will start looking for their next target, and the Oil market will be high on their list in the upcoming months as the summer driving season winds down, and bulging supplies start to weigh on trader`s sentiments.
Friday, June 28, 2013
Paper, Rock, Silver / Commodities / Gold and Silver 2013
By: Dr_Jeff_Lewis
The silver market has taken a nose dive in recent trading sessions, leaving many of those positioned on the long side underwater.
Taking a deep breath, it may be time to acknowledge the difference between physical and paper
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Friday, June 28, 2013
Gold and Silver Prices - The Good, the Bad and the Ugly / Commodities / Gold and Silver 2013
By: Dr_Jeff_Lewis
After the recent notable decline in gold and silver prices, many precious metals investors are questioning whether or not to continue to hold their long positions.
At this point, it may make sense to take a step back to gain some perspective on the matter by looking at the past, present and likely projected future for the prices of silver and gold.
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Friday, June 28, 2013
Gold Heads Towards $1,000 as Forecast 9 Months Ago: So Is The Credit Crunch History? / Commodities / Gold and Silver 2013
By: Andrew_Butter
Last September when gold was $1,850 I wrote on this column: “I wouldn't be surprised to see gold under $1,000 in the next two years, and yes I know that's a real minority view”. http://www.marketoracle.co.uk/Article36370.html
I got the usual mildly abusive comments. The kindest was; “This author has written decent articles in the past. I assume he was bored and just wanted some attention”.
Friday, June 28, 2013
The Big Investing Lesson You Must Learn From Gold Today / Commodities / Gold and Silver 2013
By: DailyWealth
Dr. Steve Sjuggerud writes: "I sold my gold," a family member told me a couple weeks ago.
"We probably sold at the bottom," he told me. "But we sold."
He was dejected when he told me this... as if he should have sold closer to the peak in gold. But who knows when the peak is?
Friday, June 28, 2013
Tonnes of Gold Removed From the Major ETFs and COMEX / Commodities / Gold and Silver 2013
By: Jesse
Considering the theory that the purpose of this market operation was designed to take the price of gold lower since the first of the year, and to free up bullion to relieve certain stresses in delivery, I was wondering if we could quantify the results of it in any way.
With the help of Nick at Sharelynx.com, the keeper of records and master of charts, I was able to calculate the approximate number of tonnes of inventory that were released into the market, or some private storage area perhaps, from the top funds and exchanges in the western world. The time period is from the beginning of this year through 26 June.
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Friday, June 28, 2013
Dubai Scrambles to Fly Gold Bullion from West to East / Commodities / Gold and Silver 2013
By: Jesse
Dubai is a hub for gold flowing from West to East.
But no gold for Germany can be found.
Could it be an unofficial bail-in?
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Friday, June 28, 2013
Gold Stealth Confiscation / Commodities / Gold and Silver 2013
By: Jesse
One remarkable thing about today's market action was the rebound in the miners even as gold underwent another waterfall bear raid of selling down to the 1200 level.
While one can assign any motives they wish to the speculation about if and why there is a stealth confiscation happening, I do believe that the trigger for this was the request from Germany to have their sovereign gold returned, and the refusal of the custodian in New York to do so until 2020.
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