Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Tuesday, January 15, 2013

Three Reasons Why the Energy "Experts" are Wrong / Commodities / Energy Resources

By: Money_Morning

Dr. Kent Moors writes: Last week, another batch of oversimplifications attempted to explain a significant decline in energy stocks.

Excuses ranged from declining demand to shale oil and gas gluts. Others pointed toward a general market Armageddon.

But you and I know better than to believe this hype.

Tuesday, January 15, 2013

Bundesbank Looking to Take Gold Back to Germany / Commodities / Gold and Silver 2013

By: Ben_Traynor

SPOT MARKET prices for gold bullion rose to a two-week high above $1680 an ounce Tuesday morning in London, before dipping back to just below that level before lunchtime, while stocks and commodities were slightly down on the day and the US Dollar ticked higher, with US policymakers continuing to disagree on fiscal matters.

"Gold is still expected to stay above the $1625 January low," says Commerzbank senior technical analyst Axel Rudolph, "but looks to be short-term range bound."

Tuesday, January 15, 2013

Japanese Yen Falls To Lowest Price Against Gold Since 1980 / Commodities / Gold and Silver 2013

By: GoldCore

Today’s AM fix was USD 1,681.00, EUR 1,257.67 and GBP 1,045.92 per ounce.
Yesterday’s AM fix was USD 1,667.75, EUR 1,246.82 and GBP 1,034.39 per ounce.

Silver is trading at $31.14/oz, €23.48/oz and £19.49/oz. Platinum is trading at $1,690.50/oz, palladium at $704.00/oz and rhodium at $1,125/oz.

Tuesday, January 15, 2013

Gold Investor Sentiment Plunged to 12 Month Low / Commodities / Gold and Silver 2013

By: GoldSilverWorlds

Financial Tap writes: More of the same unresolved and non-committal action out of the precious metals markets this past week.  Once again gold has reached a junction which should provide us with a road-map for where gold is headed in the immediate future.  One fork at this junction, the bullish fork, we’re looking at this as just Day 7 of a brand new Investor Cycle.  If this were the path gold has taken, then gold must break $1,696 next week.  But taking the bearish fork has us still in a 5th Daily Cycle, with multiple possibilities with regards to the actual Daily Cycle count (Day 7, 18, and 25 possible).

Monday, January 14, 2013

Why Gold and Silver Correlations Should Be Constantly Monitored / Commodities / Gold and Silver 2013

By: P_Radomski_CFA

Correlation is a useful measure - it helps us make predictions about a variety of events. But it's also a bit tricky - while there are relationships that seem stable (such as the fact that rich people tend to spend more on luxury goods than the less wealthy), there are some that do experience some volatility. These require special caution, as relying blindly on what was seen in the past without checking whether it is still true can lead to disaster.

Monday, January 14, 2013

Why You Shouldn’t Sell Crude Oil / Commodities / Crude Oil

By: InvestmentContrarian

George Leong writes: When oil prices recently fell to below $80.00, I said don’t sell.

The U.S. Energy Department increased its projections for crude oil prices for this year, adding that global oil consumption will rise to a record high in 2013. (Source: “U.S. Energy Department Raises 2013 Oil Forecast,” Bloomberg, January 8, 2012.)

Monday, January 14, 2013

Does Bank Of England Hold Euro 235 Million Of Irish Gold Reserves? / Commodities / Gold and Silver 2013

By: GoldCore

Today’s AM fix was USD 1,667.75, EUR 1,246.82 and GBP 1,034.39 per ounce.
Friday’s AM fix was USD 1,669.50, EUR 1,258.29 and GBP 1,036.25 per ounce.

Silver is trading at $30.88/oz, €23.24/oz and £19.31/oz. Platinum is trading at $1,665.00/oz, palladium at $705.00/oz and rhodium at $1,150/oz.

Monday, January 14, 2013

Physical Delivery Needed in Agriculture & Energy Markets / Commodities / Commodities Trading

By: EconMatters

“Risk On” Mode

It is pretty obvious that there is a lot of liquidity in the system, with the Fed`s loose monetary policy, extremely low interest rates, and traders in all out “Risk On” mode with regard to their two favorite funding currency crosses in the EUR/USD and USD/JPY. Traders are banging every asset class except for the Metals into the close, pushing asset classes up overnight with the futures contracts on a regular basis, and it is definitely a “Risk On” environment in the markets.

Monday, January 14, 2013

Gold Still Stuck in a Trading Range / Commodities / Gold and Silver 2013

By: Ben_Traynor

WHOLESALE gold bullion prices hovered just below $1670 an ounce Monday morning in London, having regained some ground after Friday's losses, while stocks and commodities also ended the morning up on the day, while the Euro and the Chinese Yuan made gains against the Dollar.

"We saw a fair amount of buying from China [this morning] after gold prices fell last Friday," says Peter Tse, Hong Kong-based director at bullion bank Scotia Mocatta.

Monday, January 14, 2013

Gold And Silver – Follow What The Market Says, Not What Others Say About The Market / Commodities / Gold and Silver Stocks 2013

By: Michael_Noonan

The article title is a wise message from a voice in the past. The best way to follow
what the market says is to read its net effect as derived from the collective of all
market participants that have made a buy or sell commitment. If it does not show
up in the chart, then what is being expressed is an opinion about the market.

Sunday, January 13, 2013

Stock Market Inflationary Rally May Spark Breakout In Gold and The Undervalued Junior Miners / Commodities / Gold and Silver Stocks 2013

By: Jeb_Handwerger

The equity markets are soaring to new highs following the Fiscal Cliff deal reached recently in Washington which continues to raise the debt and kick the can down the road. It is just what we expected a few months ago...a conciliatory deal that will delay the inevitable for the time being.

Immediately, after the bill was passed by the House, Obama went back on his multi-million vacation to Hawaii after signing an executive order to increase pay for Washington politicians.

Sunday, January 13, 2013

Deleted / Commodities / Oil Companies

By: Submissions

Saturday, January 12, 2013

Why Gold Stocks Are the Best Income Opportunity of 2013 / Commodities / Gold and Silver Stocks 2013

By: DailyWealth

Jeff Clark writes: Last year, I made an outrageous prediction...

I said gold stocks would be the best income opportunity of 2012. The stocks were so cheap, the downside risk was minimal... and the income you could collect from selling options against your shares was enough to generate enormous returns – even if the stocks didn't go anywhere.

Saturday, January 12, 2013

Gold and the HUI Gold Bugs Stocks Index Update / Commodities / Gold and Silver Stocks 2013

By: Vin_Maru

In spite of the recent down turn in the price of gold and silver, we still remain bullish on precious metals and its equities. Regardless of its paper manipulated price (if you believe this is currently happening), history has shown us that gold is money (not fiat currencies) and it is no one else's liabilities. When it comes to gold, as always we suggest owning the physical metals outright fully paid for and stored safely where only you have access to it. If you have a significant holding in the physical, it may be wise to diversify your gold internationally in order to minimize country and political risk by reading Getting Your Gold out of Dodge (GYGOOD). Gold seems to be gaining strong support under $1650 which should most likely hold, so now is a great time to be adding to physical holdings.

Saturday, January 12, 2013

Profit From Power Elite's Key Sector Price Inflation With Gold / Commodities / Gold and Silver 2013

By: DeepCaster_LLC

“The future price tag of printing six trillion dollars’ worth of checks comes in the form of inflation and devaluation of currencies either relative to each other, or to commodities in less limitless supply such as oil or gold.

Zero-bound interest rates, QE maneuvering, and ‘essentially costless’ check writing destroy business models and stunt investment decisions which offer increasingly lower ROIs and ROEs.”

Bill Gross, Founder & Co-CIO, PIMCO, 1/3/2013

Friday, January 11, 2013

Monetary Inflation and the Real Silver Price Highs / Commodities / Gold and Silver 2013

By: Zeal_LLC

Silver bearishness has naturally mushroomed following this metal’s rough December.  A growing chorus is declaring silver’s secular bull finished, implying it must have peaked after silver’s dazzling April 2011 surge.  But secular bulls climax in popular speculative manias, which dwarf the silver action of a couple springs ago.  Looking at silver in real inflation-adjusted terms drives home the point its bull is far from over.

Friday, January 11, 2013

The Great Gold and Silver Bull Cycle and the Money Supply / Commodities / Gold and Silver 2013

By: Dr_Jeff_Lewis

Inflationary cycles tend to result in notable bullish moves in the prices of precious metals like silver, and such times have always created powerful political factions. 

Furthermore, massive credit expansion and an extreme use of money printing presses provide incredible wealth-accumulating opportunities for sectors of the economy.

Friday, January 11, 2013

What do Silver to Gold and Platinum to Gold Ratios Tell Us? / Commodities / Gold and Silver 2013

By: P_Radomski_CFA

We at Sunshine Profits are deeply convinced that the bullish fundamentals for the precious metals market are still in place, and are not easily put off by recent corrections. But how to tell which asset will outperform the others when the market finally starts to rally strongly? You might have noticed that we quite often use various ratios on our charts - such a technique is called Relative Strength Analysis and helps an analyst tell which of the two assets (or group of assets) is likely to do better in the future. This may be done to compare two particular assets (such as silver:gold ratio) or two groups of assets (such as the general stock market and precious metals stocks - SPX:GDX ratio).

Friday, January 11, 2013

Campaign Against Gold Has Failed Says Central Bank Think-Tank / Commodities / Gold and Silver 2013

By: Ben_Traynor

WHOLESALE gold bullion prices dipped back below $1670 an ounce Friday morning in London, 0.9% up on where it started the week, after jumping 1% yesterday following the European Central Bank's decision to leave interest rates on hold, which was also followed by gains for the Euro.

Silver meantime drifted back below $30.70 an ounce this morning, while stock markets were little changed and commodities edged lower along with US Treasury bond prices.

Friday, January 11, 2013

PIMCO's Bill Gross - Trillion Dollar Platinum Coin Is Not The Solution / Commodities / Gold and Silver 2013

By: GoldCore

Today’s AM fix was USD 1,669.50, EUR 1,258.29 and GBP 1,036.25 per ounce.
Yesterday’s AM fix was USD 1,663.00, EUR 1,269.37 and GBP 1,036.65 per ounce.

Silver is trading at $30.68/oz, €23.24/oz and £19.12/oz. Platinum is trading at $1,629.00/oz, palladium at $694.00/oz and rhodium at $1,150/oz.