Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, February 15, 2013
Which Uranium Stocks Will Rise on a Supply Shortfall? / Commodities / Uranium
With energy demand looking up in China and Japan, both coal and uranium are likely to experience an uptick. But which producers will move with prices? Colin Healey of Haywood Securities weighs in on some names that are leveraged to spot prices in this interview with The Energy Report, explaining why it's time for investors to get excited again.
The Energy Report: Colin, the Japanese government is predicting higher-than-expected GDP growth of 2.5% for 2013. As the world's second-largest importer of thermal coal, that should be good news for investors in that space. Are you buying Japan's optimism?
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Thursday, February 14, 2013
Gold Volatility – Are You Worried? / Commodities / Gold and Silver 2013
Does this sound familiar? “Gold is going nowhere – up one day and down the next! I’m scared! Maybe I should bail out.”
Unlike buying stocks, which Wall Street and the media are constantly touting, gold is difficult to buy and hold. Proof: The S&P500 Index has made essentially no gain in 13 years, while gold has increased in price about 15% per year for the past 13 years. Yet few people own gold, and many people still listen to the siren song of Wall Street – “buy and hold stocks forever.” Going against the herd is difficult, and buying gold is a contrarian investment. Few people buy gold, fewer still hold on through bull and bear markets, and most still believe the nonsense that “gold is in a bubble.”
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Thursday, February 14, 2013
Why Russia is Investing in Gold More Than Anyone / Commodities / Gold and Silver 2013
Jeff Uscher writes: Now we know what Russia has been doing all these years with all its oil mega-profits: investing in gold.
A Bloomberg News article Monday reported that Russia's central bank added 570 metric tons of gold in the past decade, making the country the world's biggest gold buyer. That amount is a quarter more than the world's second-biggest buyer, China.
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Thursday, February 14, 2013
Silver Stalls as Gold Rallies / Commodities / Gold and Silver 2013
The PRICE of wholesale gold rallied from fresh 6-week lows at $1641 per ounce on Thursday morning, rising as European stock markets fell after much-worse than forecast economic data.
Silver meantime stalled below $31 per ounce as industrial and energy resources cut earlier gains.
Economic output across the 17-member state Euozone contracted by 0.6% in the fourth quarter of 2012, the worst drop since the depths of the global recession four years ago.
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Thursday, February 14, 2013
Record Dollar Value Gold Demand In 2012 - India, China and Central Banks Buy / Commodities / Gold and Silver 2013
Today’s AM fix was USD 1,644.00, EUR 1,233.22 and GBP 1,060.37 per ounce. Yesterday’s AM fix was USD 1,648.00, EUR 1,223.55 and GBP 1,054.59 per ounce.
Silver is trading at $30.85/oz, €23.24/oz and £19.98/oz. Platinum is trading at $1,730.84/oz, palladium at $765.00/oz and rhodium at $1,200/oz.
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Thursday, February 14, 2013
Gold Cross, The End of Honest Money / Commodities / Gold and Silver 2013
You shall not crucify mankind upon a cross of gold. ~ William Jennings Bryan
The season of fasting is upon us. No more high living. It's time to cinch up our belts... to put on a gaunt face and a smug look. Alone among friends and associates, we will keep Lent.
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Thursday, February 14, 2013
Time to lift our sight beyond Gold / Commodities / Gold and Silver 2013
A “Head and Shoulders” chart formation is one of the easiest for a technical analyst (chartist) to spot, but many make the basic error of not checking for “confirmation” of the pattern by examining volumes.
As a bull trend approaches an end, it can culminate in a bang (an explosion of hysterical buying pressure) or a whimper (a contraction of buying pressure). The Head and Shoulders is more reflective of a whimper.
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Thursday, February 14, 2013
The Price Of Gold In The Cold-Gold War / Commodities / Gold and Silver 2013
The collapse of the USSR in 1991 was seen as the triumph of capitalism over communism. The 40-year cold war was over and the West had won. That perception, however, was as premature as it was misleading. The struggle of world powers wasn’t over. Today, the struggle continues in a far more fundamental venue; on capitalism’s home court in the arena of paper money.
The West, as Mao Tse-Tung once claimed, is not a paper tiger; unless, of course, you’re referring to its paper money.
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Thursday, February 14, 2013
Gold - Investor Safety Blanket or Quilting Essential? / Commodities / Gold and Silver 2013
The patchwork quilt of diversification looks awful smart. It's more than pretty with gold in it, too...
Investment experts keep telling us two things.
One, you must diversify your savings. Nothing works for ever. Two, your annual returns are set to be miserable, because there's no return to the out-sized gains of the 1980s and '90s. The last 10 years prove that.
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Wednesday, February 13, 2013
Platinum is the Next Profit Opportunity in China's Commodity Boom / Commodities / Platinum
Matt Badiali writes: Over the last month, I've shown you how China's economy has seen a resurgence in commodities imports like copper, iron ore, uranium, and coal.
China is the largest importer of industrial commodities in the world... So when its demand picks up, it's bullish for the sector.
Wednesday, February 13, 2013
Gold and the US Dollar / Commodities / Gold and Silver 2013
The printing of more paper money usually has the effect of debasing or diluting the strength of that particular currency. The lowering of interest rates also renders a currency less attractive to investors as better returns might be available elsewhere. The demise of the US Dollar can be attributed, in part, to both of the above reasons. However, when this debasement is plotted against other currencies as per the US Dollar Index we can see that it is having some difficulty when it comes to heading lower as the chart below depicts.
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Wednesday, February 13, 2013
Gold Price Will Fall, Time to Switch to Specialty Metals? / Commodities / Metals & Mining
The U.S. and Europe may have been skirting the edge of financial peril for years, but Christopher Ecclestone, who is the principal and mining strategist of London-based Hallgarten & Co., told The Metals Report that the gold price should drop this year as investors realize that there's no more cause for panic. However, the frank and expressive Ecclestone has plenty of other suggestions for what's "sexy" this year (zinc, copper and specialty metals), even as he rips into "business as usual" gold majors and chastises any management team with the nerve to offer a 0.5% dividend.
The Metals Report: Christopher, you believe that the market will recover in 2013. Why?
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Wednesday, February 13, 2013
The Case for Silver Outpacing Gold / Commodities / Gold and Silver 2013
Miguel Perez-Santalla writes: Gold and silver might move in the same direction each day. But they aren't blood related...
A lot of talk on the web right now says silver is significantly undervalued versus gold.
Many of these pundits and talking heads like to point to the historical relationship between gold and silver prices, sometimes known as the "ratio". People even comment as to this connection as far back as thousands of years ago. Let's take a quick look at this.
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Tuesday, February 12, 2013
Big Move Ahead for Copper / Commodities / Copper
Brian Hunt writes: Commodity traders take note: copper is now in a "compressed" state.
Back in August 2011, we highlighted the compressed state of the euro. This is a situation where an asset's day-to-day volatility gradually dries up and the highs and lows move closer together. These low-volatility periods are often the calm before a storm.
Tuesday, February 12, 2013
Gold, Silver Fail to Recover Losses Despite Talk of Currency Wars and Nuclear Testing / Commodities / Gold and Silver 2013
U.S. DOLLAR gold bullion prices failed to recover yesterday's lost ground Tuesday morning, hovering below $1650 per ounce, as stocks and commodities eased higher and the Euro gained against the Dollar, following news of a fresh nuclear test in North Korea and denials from policymakers that a currency war is taking place among major economies.
Like gold, silver also failed to make up ground lost yesterday, trading below $31 throughout this morning.
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Tuesday, February 12, 2013
Two Reasons to Expect Greater Volatility in Crude Oil Prices / Commodities / Crude Oil
Dr. Kent Moors, A combination of rising demand and tension in the Middle East means oil prices will continue to climb.
How this plays out in the short term will have a primary impact on the profitability of oil sector investments. One conclusion is already clear. This will once again be a volatile market.
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Tuesday, February 12, 2013
Fears aside, the Black Gold Will Prevail / Commodities / Crude Oil
Brentt Taylor writes: As snowstorms rage in the U.S. Northeast, heating oil rose to its highest level in almost four months prompting discussions and predictions over the likelihood of heating oil becoming an increasingly sought-after commodity in the next few years.
Such talks have also impelled speculations about global warming being a real threat in the near future. If the cooling trend of the past few years will continue, it is unlikely that heating oil will become a superfluous commodity any time soon. If the cold winters of the past decade persist, the demand for oil will intensify and consequently push oil prices up.
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Tuesday, February 12, 2013
Crash Course In Short Term Gold & Silver Price Forecasting / Commodities / Gold and Silver 2013
With the current uncertain economic and monetary situation, the financial markets are extremely difficult to play. The fundamental case for some “assets” is crystal clear. It should not surprise any reader how strong the case is for physical gold and silver is. Apart from the long term investment, one could also use a smaller amount of his assets to play the ups and downs. As the chart shows, the differences between intermediate tops and bottoms are significant enough to consider shorter term investing, let’s call it trading.
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Monday, February 11, 2013
Gold Triggers Buy Signal / Commodities / Gold and Silver 2013
The weekly stochastic and TDI indicators produced a "buy-signal" in the gold market (and various ETFs for gold) in January 2013. The most profitable "buy signals" occurred when the TDI was low and gold had just finished a large percentage correction, such as in late 2008. The January 2013 "buy signal" is similar to the "buy-signal" from 2008. Within the trend channel that stretches back to 2005, there is room for gold to move higher toward $3,500 per ounce within the next two years. Gold probably will not rally that high in 2013, but new highs above $1,900 seem very likely, based on gold's price history, the current "buy-signal," and the financial traumas in the world that will cause additional "money printing" and consumer price inflation.
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Monday, February 11, 2013
Ron Paul: “6,000 Years of History, Gold Is Always Money, Paper Money Fails” / Commodities / Gold and Silver 2013
Today’s AM fix was USD 1,663.50, EUR 1,242.16 and GBP 1,057.94 per ounce.
Friday’s AM fix was USD 1,669.75, EUR 1,245.15 and GBP 1,059.55 per ounce.
Silver is trading at $31.24/oz, €23.40/oz and £19.99/oz. Platinum is trading at $1,720.75/oz, palladium at $748.00/oz and rhodium at $1,220/oz.
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