Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Wednesday, June 19, 2013
The Global Race for Shale Natural Gas Development / Commodities / Natural Gas
By: Marin_Katusa
Guess who the US Energy Information Agency (EIA) says has 430% more proven gas reserves than the US?
Guess who has twice as much as the US in shale gas technically recoverable?
Guess who has over twice as much proven oil reserves as the US?
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Wednesday, June 19, 2013
Cocoa Investing - Where a Resources Manager is Uncovering a Sweet Find / Commodities / Cocoa
By: Frank_Holmes
After traveling nearly 6,000 miles by plane, helicopter and jeep, Evan Smith, portfolio manager at U.S. Global, is walking along a dirt path in Kenema past dilapidated shops covered with rusted, corrugated metal. He can hardly believe he has arrived at his destination. Surrounded by hundreds of miles of forest and savannah, it's tough to imagine an agricultural diamond-in-the-rough nearby.Read full article... Read full article...
Wednesday, June 19, 2013
Will Silver Price Drop to $10? / Commodities / Gold and Silver 2013
By: Peter_Zihlmann
A drop of the silver price to $ 10/ounce is highly unlikely in view of the sharply rising National Debt in the USA but also in Europe.
Wednesday, June 19, 2013
Silver Price to Rise as Top Miner's High Grade Production Evaporates / Commodities / Gold and Silver 2013
By: Steve_St_Angelo
One of the most insidious problems taking place in the gold and silver mining industry is the decline in falling yields. Not many realize, when yields decline, production evaporates and disappears. To offset the decline in metal yields, the mining companies have to add new mines and or increase the amount of processed ore.
Tuesday, June 18, 2013
U.S. Gold Reserves, They Would Not Lie to Us, Right? / Commodities / Gold and Silver 2013
By: DeviantInvestor
The official gold holdings (rounded numbers) of the US Treasury Department are as follows:
| Fort Knox | 147,000,000 ounces |
| West Point | 54,000,000 ounces |
| Denver | 44,000,000 ounces |
| Federal Reserve of NY | 13,000,000 ounces |
| Other | 3,000,000 ounces |
| Total | 261,000,000 ounces |
Tuesday, June 18, 2013
Gold, Silver Drift Lower, Market See's Paradigm Shift in Investor Attitudes / Commodities / Gold and Silver 2013
By: Ben_Traynor
GOLD drifted to a one-week low below $1380 an ounce Tuesday morning, as silver dipped below $21.80 an ounce, with stocks and commodities broadly flat on the day ahead of tomorrow's US Federal Reserve decision, with analysts speculating on whether the Fed will give details of when and how it might slow down its quantitative easing program.
"The outlook for the gold price remains negative from a technical perspective," says Karen Jones, head of FICC technical analysis at Commerzbank.
Tuesday, June 18, 2013
Manipulated Crude Oil Market Malarkey – Welcome Greater Fools! / Commodities / Crude Oil
By: PhilStockWorld
What complete BS the Futures are!
We started out last night, at 6pm, with the Dow Futures right at 15,000, flat to Friday's close. However, MIRACULOUSLY, by Asia's close at 4am, we were back to 15,130 (Friday's high) and you have to be high if you could read the weekend headlines we were going over in early morning Member Chat and thought that kind of move was justified! We concluded that oil futures (/CL) would be the best short at a ridiculous $98.50 so we called that line and, already, less than two hours later (8:17), we're back at the $98 line with $500 per contract profits! Maybe we should just take the rest of the week off and quit while we're ahead.
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Tuesday, June 18, 2013
The Hidden Costs of Gold and Silver Miners’ Optimism / Commodities / Gold and Silver Stocks 2013
By: Casey_Research
By Andrey Dashkov, Research Analyst:
The junior resource sector is struggling financially, something most investors seem to agree on – and rightly be wary of. Here at Casey Research, we've analyzed both producers and explorers to see how profitable (or value-adding) they may be under current market conditions. The rather obvious conclusion, shared by many company executives, is that now is the time to be frugal.
Monday, June 17, 2013
Undervalued Gold Miners Historically Contrarian Investor Opportunity / Commodities / Gold and Silver Stocks 2013
By: Jeb_Handwerger
There is no doubt about it. Precious Metal mining companies are going through a time of testing. The financing markets are challenging. Investors have lost faith in the major gold and silver producers who have over-promised and under-delivered in high cost projects in questionable jurisdictions. Acquisition strategies have been poorly executed near interim tops at high valuations. Some could say it is the worst of times for this sector. However, long term contrarian investors say that the worst of times may be the best time to find the top junior mining situations for the next upturn.
Monday, June 17, 2013
Gold Market - Pieces Of The Puzzle! / Commodities / Gold and Silver 2013
By: Robert_M_Williams
Over the last several weeks I’ve received a lot of e-mails asking about gold. Half want to know if they can buy gold and/or gold stocks here, and the other half are demanding a pronouncement as to whether or not the bull market in gold is over. After all, if you hear it on Bloomberg from Betty Liu it must be true! Personally I don’t like it when the mainstream media tries to make the news instead of simply reporting the news. Unfortunately, we’ve been conditioned to let the media do our thinking for us and that includes everything from who should be President to which stock we should buy. Edward R. Murrow must be turning over in his grave as he stares down and listens to what passes for news today.
Monday, June 17, 2013
FOMC The Big Driver for Gold and Silver this Week / Commodities / Gold and Silver 2013
By: Ben_Traynor
THE U.S. DOLLAR gold price drifted back below $1390 an ounce Monday morning in London, but remained well within its trading range of the last few weeks, as European stock markets edged higher, with analysts citing Wednesday's Federal Open Market Committee decision on US monetary policy as "the big driver" for this week.
"On the whole, the market hopes for insightful comments in the course of the next Fed policy meeting...which will affect gold's further development as well," says a note from bullion refiner Heraeus.
Monday, June 17, 2013
Western Governments Diffuse Gold Bull Market With Central Banks Supply / Commodities / Gold and Silver 2013
By: Alasdair_Macleod
There has been considerable throughput of gold in western capital markets, with substantial buying from all round the world following the April price crash. The supply can only have come from two sources: the general public, or one or more governments. It really is that simple. Two months later the gold price has only partially recovered, so physical supplies have continued to be made available. Physical demand cannot have been entirely satisfied by ETF liquidations, confirming governments are involved. This article looks at the dynamics of the gold market around this event and the implications.
Sunday, June 16, 2013
Will Gold Price Drop to $500? / Commodities / Gold and Silver 2013
By: Peter_Zihlmann
A drop of the gold price to $ 500/ounce is highly unlikely in view of the sharply rising National Debt in the USA but also in Europe.
To quote John Hathaway, manager of one of a most respected gold fund, a sharp rise of the gold price is more likely:
"With gold and silver under continued attack from the mainstream media, John Hathaway warned King World News that we are at the point where global investors will be shocked as gold is quickly repriced a jaw-dropping $1,000 higher, taking gold to new all-time highs.
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Saturday, June 15, 2013
Why U.S. Spreading Panic on the Gold Market? / Commodities / Gold and Silver 2013
By: Pravda
Why investors are sometimes misled? Perhaps, the goal is to further scare and disorient the investment funds and individuals so that they quickly get rid of their gold (and earlier - silver) because the gold has allegedly lost its former appeal and reliability, and stock quotes have sharply declined.
Likely, someone needed them to fall. Where else if not at the George Soros exchange various currency speculators can earn their billions of dollars? If so, this goal was achieved by someone. At the time when newspapers exorbitantly inflated information on the readiness of Cyprus to sell a small amount of gold to pay off the debt (total of 10.36 tons of the precious metal), a few hundred tons of gold metal that someone quietly purchased were sold on exchanges in Asia, Europe and America in the middle of April of this year.
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Saturday, June 15, 2013
Gold And Silver Greater Certainty is Found in the Charts / Commodities / Gold and Silver 2013
By: Michael_Noonan
Opinion: noun 1. A belief or judgment that rests on grounds insufficient to produce complete certainty.
That pretty much sums up what has been proposed and "re-proposed" as to the lofty heights that both gold and silver will/may/should attain. For many, the anticipated higher prices should have already been attained. In fact, over the past several months, many opinions have been "re-proposed" as often as central bankers have re-hypothecated their gold holdings. With all the known information: strong demand,[for the physical], inability to deliver the contracted physical, etc, gold and silver remain at recent lows. Hence, the value of opinions.
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Friday, June 14, 2013
Contrarian Gold Stocks / Commodities / Gold and Silver Stocks 2013
By: Zeal_LLC
Successful investing requires buying low before later selling high. And stock prices are the lowest when they are the most deeply out of favor. That perfectly describes gold miners’ stocks these days, this sector is loathed and despised after a horrendous year so far. But these battered stocks are now offering epic buying opportunities for contrarians who have steeled themselves to be brave when others are afraid.
Our subscribers have made fortunes trading gold stocks over the past decade. Between November 2000 and September 2011, the flagship HUI gold-stock index rocketed up an astounding 1664%! This dwarfed gold’s 603% gain over that same span, and the general stock markets as represented by the mighty S&P 500 actually lost 14%! Gold stocks were almost certainly the past decade’s best-performing sector.
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Friday, June 14, 2013
How will the 'Fracking' in Oil Production Affect Gold? / Commodities / Gold and Silver 2013
By: Julian_DW_Phillips
The process of "Fracking" in the production of oil is increasing global oil reserves by around 11%. More importantly, it has been a success in the U.S. but is yet to be used in Europe and Russia to the same extent. Nevertheless, this is expected to happen. The initial impact is that the world's dependence on Middle Eastern oil is falling fast and the stranglehold OPEC has had on oil prices is weakening considerably. But how should this affect the gold price you may well ask?
Friday, June 14, 2013
Have Gold and Silver Stopped Responding to U.S. Dollar Price Action? / Commodities / Gold and Silver 2013
By: P_Radomski_CFA
Gold cannot be printed or manufactured in contrast to the currency. That’s why over the long term it has kept its value as the ultimate currency. There can be no “gold war.” However, we often hear about a currency war. Sounds familiar, were did we hear this before?
The phrase “currency war” was coined by Brazilian Finance Minister Guido Mantega after the financial crisis of 2008. The idea is that highly indebted nations weaken the value of their currency by cutting interest rates down to zero and printing fiat currency in order to gain trade advantages (cheaper products to export) and to pay less debt service on their bonds. Countries compete against each other to achieve a relatively low exchange rate for their own currency. The policy can trigger retaliatory action by other countries that in turn can lead to a general decline in international trade, harming all countries.
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Friday, June 14, 2013
The Long Silver Ranger / Commodities / Gold and Silver 2013
By: Dr_Jeff_Lewis
Could China be the big silver long? Who else has deep enough pockets to endure the recent price weakness and the increased margin requirements that typically follow?
Nevertheless, the Chinese willingness to accept fungible dollars instead of precious metal seems to be waning. They are quietly accumulating metals..
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Friday, June 14, 2013
Silver Market Duality / Commodities / Gold and Silver 2013
By: Dr_Jeff_Lewis
Duality in trade in the precious metals markets has existed for decades. The decoupling has never been more obvious with the seeming dichotomy of prices versus demand and production.
We can discuss things below the surface, but it's far different than what we see and try to interpret.Below the surface, fundamentals exist that would be barely recognizable.Above the surface, we are left with phantom markets created out of greed and supported by a seemingly everlasting flow of liquidity and hope.
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