Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, May 14, 2013
When Will Gold Bull Market Resume? / Commodities / Gold and Silver 2013
By: Jordan_Roy_Byrne
While Gold has seen a decent rebound, Silver and the mining shares (the more speculative side of the complex) have failed to sustain any rebound despite tremendously supportive sentiment amid an extreme oversold condition. Is the failure to rebound bearish? Not really. This is a sector that is completely sold out but there are yet to be enough buyers to generate a sustained rebound. The combination of strength in conventional asset classes (stocks and bonds) and poor performance over the past two years is causing this sector to read like the heart rate monitor of a heart patient. The sellers are gone and the buyers are scant. We believe the bottom is in and a rebound should begin very soon. However, we are more concerned with what will be the driving force for a sustainable rebound which will evolve into a new cyclical bull market.
Tuesday, May 14, 2013
Three Reasons to Buy Gold Stocks Today / Commodities / Gold and Silver Stocks 2013
By: Frank_Holmes
A strong stomach and a tremendous amount of patience are required for gold stock investors these days, as miners have been exhibiting their typical volatility pattern.
That's why I often say to anticipate before you participate, because gold stocks are historically twice as volatile as U.S. stocks. As of March 31, 2013, using 10-year data, the NYSE Arca Gold BUGS Index (HUI) had a rolling one-year standard deviation of nearly 35 percent. The S&P 500's was just under 15 percent.
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Tuesday, May 14, 2013
Silver Price Lows: A Discernible Pattern / Commodities / Gold and Silver 2013
By: DeviantInvestor
Unfortunately, there is not, that I can see, a simple pattern that predicts the next high or low in the price of silver. Markets seldom make it that easy. However, there are patterns that provide valuable information to help illuminate the “big picture” perspective of where the current price of silver lies in the up-down-up-down cycle of prices.
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Monday, May 13, 2013
Impulsive Gold and Silver Game Plan / Commodities / Gold and Silver 2013
By: Rambus_Chartology
Before we move on to the charts for this Weekend Report I would like to thank all the new subscriber who have joined us over the last several months. We are experiencing some growing pains at the moment that are being attending to by our wizard website designer audept. He is on top of the situation and we should be lightning fast once all the changes are made. Thanks for your understanding.
In this Weekend Report I want to get everyone up to speed and on the same page of what I’m seeing with the charts. I think there is a bit of confusion, especially with some of our new subscribers, on what the game plan is. Our game plan right now is fairly simple. As the longer term subscribes know we’ve been accumulating positions in some of the 3 X short etf’s like DUST which we started last December, DGLD & DSLV in the Kamikaze portfolio. The reason I have been recommending these trades, in the Kamikaze Portfolio, is because I think we are in a unique situation in regards to the precious metals complex. I have pointed out several different times that what we are experiencing right now isn’t normal and doesn’t happen many times in an investors career and that is to catch a big strong impulse move from the very beginning.
Monday, May 13, 2013
The Hidden Crisis in the Gold Business / Commodities / Gold and Silver 2013
By: Michael_J_Kosares
Barrick CEO Jamie Sokalsky has some things to say about the gold mining business that will come as a revelation to many gold owners. In a speech at the London Bullion Market Association’s conference in Hong Kong last November, Sokalsky wades into a largely hidden crisis in the gold business — static mine production that has not responded positively to the rising prices over the last several years, and is unlikely to ramp up even if prices go higher from here.
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Monday, May 13, 2013
China’s Consumption of Gold and Acquisition of Gold Mining Stocks Continues / Commodities / Gold and Silver 2013
By: GoldCore
Today’s AM fix was USD 1,429.75, EUR 1,102.52 and GBP 931.19 per ounce.
Friday’s AM fix was USD 1,449.25, EUR 1,114.12 and GBP 941.62 per ounce.
Monday, May 13, 2013
Gold and Silver Price Crash is Not Over, New Bear Market? / Commodities / Gold and Silver 2013
By: EWI
As I write this email, gold is down more than 3% for the morning of Friday, May 10.
Major pullbacks like Friday's are often followed by big bounces, but as gold and silver threaten to breach the recent April lows, many investors have an important question in mind:
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Monday, May 13, 2013
Gold and Silver Fall as US Dollar Holds onto Gains / Commodities / Gold and Silver 2013
By: Ben_Traynor
SPOT MARKET gold bullion prices fell to $1430 an ounce Monday, 1.2% down on where they ended last week, as stock markets also fell and the US Dollar held onto most of its gains from last week.
Silver fell to $23.70 an ounce – 0.8% down on last week's close – as other commodities also fell, with the exception of copper.
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Monday, May 13, 2013
The Catalyst That Could Cause Platinum Price to Skyrocket / Commodities / Platinum
By: Money_Morning
Tony Daltorio writes: Thanks to the hit gold prices took in mid-April, other precious metals also got caught in the downdraft - but some still look to be among the best investments of 2013.
Take platinum, for example.
It is currently trading at about $1,500 an ounce, well off its 52-week high of $1,734 an ounce. During the height of the selloff last month, it touched a low of $1,381 an ounce.
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Monday, May 13, 2013
The Role of GLD and SLV Gold and Silver ETF's / Commodities / Exchange Traded Funds
By: Alasdair_Macleod
In August 2011 I wrote to the Financial Services Authority to seek confirmation that the London-based custodians of SPDR Gold Trust (GLD) and iShares Silver Trust (SLV) were being regulated as custodians, despite the fact that physical bullion is not a regulated investment. After some chasing on my part I finally got a response, kicking my letter firmly into touch. The FSA accepted that the custodians (HSBC Bank USA NA for GLD and JP Morgan Chase Bank NA London Branch for SLV) were regulated, but appeared to be unwilling to do anything about it other than to pass my letter on to "the supervisors of the relevant firms".
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Monday, May 13, 2013
The Big Fallacy Silver Trading More Like A Base Metal / Commodities / Gold and Silver 2013
By: Steve_St_Angelo
The notion that silver has been recently trading more like a base metal is more a fallacy than fact. Some of the top technical analysts have been stating that the reason why the price of silver has not held up as well as gold is due to the fact that silver trades more like copper than gold. Basically, if the "King" of the base metals suffers... so will silver. While this makes good press, the reality is much different if we look at the data below.
Sunday, May 12, 2013
Will Crude Oil Futures Stop the Fed’s QE Program? / Commodities / Crude Oil
By: J_W_Jones
The sell-side analysts and economists are reminding retail investors that risk assets in the United States have been on quite a tear to the upside recently. A correction now lasts a matter of days, if not hours before the bulls push equity prices even higher.
The Federal Reserve is winning the reflation war using cheap money and massive levels of liquidity to help drive risk assets higher and interest rates artificially lower. Unfortunately for domestic investors searching for yield, they find that they are forced to incur higher levels of risk in order to satisfy their growth and income needs. There are significant risks associated with higher than average fixed income returns and the cost will be felt should we see any correction in the future.
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Saturday, May 11, 2013
Europe's Forced Reappraisal Of Shale Gas / Commodities / Natural Gas
By: Andrew_McKillop
EYES SET WEST
European policymakers at Commission level, in European Council of ministers meetings, and in national governments now curtly say that the shale gas issue is "very political", because the subject will not go away. Allowing shale gas extraction by hydraulic fracturing to move ahead is already politically correct - in some countries such as Poland - and may soon also become correct in the UK, France, Germany, Spain and Italy. The logjam is breaking.
Saturday, May 11, 2013
Gold and Acts of Desperation / Commodities / Gold and Silver 2013
By: Jesse
"It is not at all uncommon for someone to arrive at a scene of brutality or injustice and, with a sympathetic murmur or heroic flourish, attack the victim."
Renata Adler
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Saturday, May 11, 2013
Gold And Silver Sell Off Could Get Uglier And Take Longer / Commodities / Gold and Silver 2013
By: Michael_Noonan
The realistic general consensus is that the spot prices for gold and silver are no longer relevant. Yet, what remains the one price on which focus has intensified for each? There simply is no other alternative, at present. A distinction is made concerning the purchases by China, Russia, India, et al, paying a larger premium over spot gold, prior to the sell-off, and prices paid by those purchasing single ounce coins or even kilo bars, "the people," as it were.
Friday, May 10, 2013
Really Real Rates vs. Gold / Commodities / Gold and Silver 2013
By: Adrian_Ash
Quantitative easing and zero rates haven't worked. So let's have much more of 'em, eh...?
GOLD attracts investment capital when other asset classes fail to deliver.
So now equities have clearly regained their appeal after more than a decade of what finance professionals would rather we called "sub-optimal" returns, gold investing has lost its urgency for money managers. Indeed, it's become a neat little "short" to trade against whilst picking the next winner in the S&P's all-time high dash.
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Friday, May 10, 2013
At the Beginning of Gold and Silver Bear market? Special Report / Commodities / Gold and Silver 2013
By: EWI
As I write this email, gold is down more than 3% for the morning of Friday, May 10.
Major pullbacks like Friday's are often followed by big bounces, but as gold and silver threaten to breach the recent April lows, many investors have an important question in mind:
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Friday, May 10, 2013
Gold Stocks Are Leading Gold Bullion Price Lower / Commodities / Gold and Silver 2013
By: P_Radomski_CFA
T.S. Eliot called April “the cruelest month” in his famous poem, and without a doubt April was cruel to many gold investors. Sunshine Profits subscribers who followed our suggestions in April avoided a share of the pain. Probably no one suffered more than hedge fund manager John Paulson. He is joined by hedge fund manager David Einhorn whose Greenlight fund took a big hit on its gold miners ETF holdings. Einhorn said recently what we would consider an understatement: "We were somewhat surprised by the swift decline in the price of gold in April." If they were following fundamental valuations and analysis only, then that’s not surprising. Paying attention to the breakdown below the key support level at that time provided a sell signal.
Friday, May 10, 2013
Intrinsic Value and the Final Battle for Silver / Commodities / Gold and Silver 2013
By: Dr_Jeff_Lewis
When looking at the intrinsic value of hard currencies like silver relative to that of paper fiat currencies like the U.S. Dollar, some serious questions need to be asked and answered.
Here is one series of questions that can be used to initiate such an analytical process and some rational answers:
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Friday, May 10, 2013
Gold Price Could Retest $1322 Low / Commodities / Gold and Silver 2013
By: Ben_Traynor
SPOT MARKET gold bullion prices fell to two-week lows Friday, drifting lower towards $1440 an ounce during this morning's London session before dropping sharply through that level, as stocks gained and most commodities fell as the Dollar strengthened against major currencies.
Silver fell to $23.34 an ounce, while copper prices ticked higher.
"The risk [for gold] is a break through support [will] test the $1322 low," say technical analysts at bullion bank Scotia Mocatta, who cited $1440 an ounce as a key support level.
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