Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, December 13, 2012
Gold – A Look Back, And A Look Forward / Commodities / Gold and Silver 2012
By: Peter_Degraaf
“History does not repeat itself, but it often rhymes”, as Mark Twain noted.
Featured is the five year weekly gold chart. The green boxes highlight pullbacks from overbought conditions. The blue boxes show the testing of a breakout from below the 50 week moving average. The green arrows point to the expected upward direction upon the completion of this test.
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Wednesday, December 12, 2012
The Big Nuclear Energy Lie / Commodities / Nuclear Power
By: DailyWealth
Matt Badiali writes: What are the Japanese doing in Uzbekistan?
For natural resource investors, it's one of the most important questions in the world. The country is a major gold producer. It also produces large amounts of natural gas, cotton, and copper. But these days, Japan has little interest in the traditional commodities Uzbekistan has to offer.
Wednesday, December 12, 2012
What Happens to Gold If the U.S. Dollar Does Not Collapse? / Commodities / Gold and Silver 2012
By: P_Radomski_CFA
We follow up on our essay on gold and the dollar collapse from December 4, 2012. In that essay, we speculated what could happen with gold if the U.S. defaulted on its debt in real terms. Today, we describe possible scenarios in the opposite case where the greenback is not destroyed in spite of excessive debt.
The “imminent” collapse of the dollar has been spoken of years now. Since 2008 this talk has been fueled largely by consecutive rounds of quantitative easing (QE). With QEs at $2.25 trillion and counting, the number of borrowed dollars is hitting new highs and it’s no wonder that the ability of the U.S. to sustain such programs in the future is being questioned.
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Wednesday, December 12, 2012
Gold at $2400 as US Monetary Policy Designed to Weaken the Dollar / Commodities / Gold and Silver 2013
By: Ben_Traynor
THE SPOT gold price climbed back above $1715 an ounce Wednesday morning, around ten Dollars up from last week's close, as stocks, commodities and the Euro also edged higher and US Treasuries dipped, ahead of today's Federal Reserve policy announcement.
Silver meantime edged above $33.20 an ounce this morning, a slight gain on where it started the week.
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Wednesday, December 12, 2012
Crude Oil Price Forecast 2013 / Commodities / Crude Oil
By: Money_Morning
Dr. Kent Moors writes:
One of the most important topics we discussed in Moscow last week were the various forecasts of where crude oil prices are likely to be in 2013.
These 2013 oil price forecasts were all over the place, owing to the high level of uncertainty on a number of basic elements.
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Wednesday, December 12, 2012
Iran As Currency Wars Escalate Obama To Approve Gold Sanctions / Commodities / Gold and Silver 2012
By: GoldCore
Today’s AM fix was USD 1,712.50, EUR 1,315.59 and GBP 1,061.69 per ounce.
Yesterday’s AM fix was USD 1,709.75, EUR 1,318.23 and GBP 1,063.41 per ounce.
Silver is trading at $33.14/oz, €25.54/oz and £20.51/oz. Platinum is trading at $1,643.00/oz, palladium at $693.00/oz and rhodium at $1,070/oz.
Tuesday, December 11, 2012
Why Crude Oil Prices Could Drop Substantially / Commodities / Crude Oil
By: OilPrice_Com
There's been plenty of talk about potentially radical US foreign policy changes as a result of the shale boom. While one shouldn't expect any dramatic US foreign policy move away from the Middle East, factors are influencing a greater focus on Asia. Only one thing is certain in this transforming world: The shale boom is real and the implications are many and difficult to predict.
Tuesday, December 11, 2012
Silver Rally Due - Seasonally Forecasts Strong Trend Mid December To End of April / Commodities / Gold and Silver 2013
By: GoldCore
Today’s AM fix was USD 1,709.75, EUR 1,318.23 and GBP 1,063.41 per ounce.
Yesterday’s AM fix was USD 1,708.50, EUR 1,324.11 and GBP 1,065.42 per ounce.
Silver is trading at $33.15/oz, €25.62/oz and £20.58/oz. Platinum is trading at $1,632.00/oz, palladium at $697.90/oz and rhodium at $1,070/oz.
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Tuesday, December 11, 2012
Why Silver May Soon Be Heading for $40 / Commodities / Gold and Silver 2012
By: InvestmentContrarian
George Leong writes: Silver continues to hold strong on the charts, with a possible upcoming move at the tough $35.00 resistance level and potential retest of the $40.00 level. The aggressive upward move has largely been driven by the move in gold, along with speculative trading.
Buying in the white metal is generally in line with global economic growth, which drives the demand for industrial goods that use silver as a raw material, while it also pushes up income levels and the global demand for silver and gold jewelry.
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Tuesday, December 11, 2012
Gold Could Rally on "Massive, Open-Ended Stimulus" / Commodities / Gold and Silver 2012
By: Ben_Traynor
THE WHOLESALE gold price rose to $1712 an ounce Tuesday morning in London, a few Dollars above where they started the week, while stocks edged higher and US Treasury bonds fell ahead of tomorrow's Federal Reserve policy decision.
All-but-one of 49 economists polled by news agency Bloomberg predict the Fed will buy US Treasury bonds in addition to the $40 billion per month of mortgage-backed securities purchases announced in September.
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Tuesday, December 11, 2012
Gold is a Leading Indicator of Monetary Distress / Commodities / Gold and Silver 2012
By: Darryl_R_Schoon
No matter what confidence game is being run, confidence is the necessary pre-requisite. This is why confidence indicators are so closely monitored by central bankers. If consumers and businesses lack confidence, they will not partake of the central banker’s credit; a necessary step in the indebting of otherwise willing victims.
Tuesday, December 11, 2012
Peak Oil or Peak Energy? – Global Shale Oil Solution / Commodities / Crude Oil
By: John_Mauldin
A consistent theme in this letter has been the connections between items that may seem to be far removed from each other but are actually linked at the very core. If you push on one end you get a reaction in what would seem to be the most unlikely spots. Today we explore the connection between the fiscal deficit and energy policy. Everyone in Washington is starting to “get religion” about wanting to fix the deficit, with serious thinkers on all sides acknowledging that there must be reform and a path to a balanced budget. Burgeoning healthcare and Social Security costs are rightly pointed to as the problem, and entitlement reform will soon be front and center.
Tuesday, December 11, 2012
Peter What a Turnaround in Junior Gold Mining Stocks Will Look Like / Commodities / Gold & Silver Stocks
By: The_Gold_Report
The fundamentals at many junior mining companies have improved, yet their stock prices continue to languish. In this interview with The Gold Report, market guru Peter Grandich gives his thoughts on when this may end and where gold is headed in 2013, and names some of his picks in unlikely jurisdictions.
The Gold Report: Peter, when we talked in the spring, you were essentially all in on a number of junior resource equities that were trading at what you believed were at or near their lows. Have you changed your course of action or are you still all in?
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Tuesday, December 11, 2012
How Gold Miners Can Leverage the Gold Price / Commodities / Gold & Silver Stocks
By: Frank_Holmes
Gazing into their crystal balls last week, Wall Street firms interpreted differing futures for gold next year. Morgan Stanley awarded gold the “best commodity for 2013” while Goldman Sachs called the end of the metal’s hot streak. After seeing 11 consecutive years of positive performance from gold, one needs to be wary of research analysts’ price forecasts, as they have consistently underestimated the shifting dynamics driving the precious metal higher.Read full article... Read full article...
Monday, December 10, 2012
Will the Government Confiscate Your Gold? / Commodities / Gold and Silver 2012
By: Money_Morning
Whenever I write about gold, I can be certain of two things.
First and foremost, I know that readership will be exceptionally high. The interest in gold, silver and other precious metals is as intense as I've ever seen.
And, second, I can be sure that, in the days that follow, I'll receive a slew of e-mails, phone calls and letters from folks asking some variation of the same three questions:
Monday, December 10, 2012
Gold Stocks Bottoming / Commodities / Gold & Silver Stocks
By: David_Banister
Gold stocks have been in another recent downtrend, which makes sense during a “wave 2″ correction in GOLD.
If we review the GDX ETF for Gold Stocks we can see a possible triple bottom formation. This one though looks bullish for a reversal trade to the upside near term as GOLD forms a C wave bottom.
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Monday, December 10, 2012
Renewed Interest In Gold As A Financial Asset / Commodities / Gold and Silver 2012
By: Peter_Schiff
Valentin Petkantchin writes: You may be among those investors who had the opportunity, but did not seize it, to buy gold cheap in the early 2000s. You may also be willing, but hesitant, to do so at current prices, while still desiring the "anti-crash insurance" it represents.
However, you should be aware that the yellow metal is increasingly valued as a reserve asset, which will tend to push the price up, independently of all other factors. Due to new regulations, you may also have to bid in the future alongside financial institutions, including several banks, to acquire it.
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Monday, December 10, 2012
Gold, and the Value of the U.S. Dollar / Commodities / Gold and Silver 2012
By: Alasdair_Macleod
I very rarely criticise the work of others, but I am going to make an exception in the case of Paul van Eeden, of Cranberry Capital. Mr van Eeden, in an interview with The Gold Report stated that “the value of gold is about $900 per oz. Expectations of monetary inflation are keeping gold prices high.” He states that quantitative easing is not producing the inflation expected. The purpose of this article is to point out some of the fallacies behind his approach, and in this respect, Mr van Eeden is far from alone. And this is where a number of basic errors are committed.
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Monday, December 10, 2012
Gold 'Monetary Collapse Insurance' / Commodities / Gold and Silver 2012
By: Ben_Traynor
Why investors are turning to gold ahead of 2013...
Although the price of gold has fallen over the last couple of months, there has been a marked increase in demand for physical bullion.
The amount of bullion held to back gold exchange-traded funds has risen to record levels. November meantime saw the United States Mint record its best month for sales of gold American Eagle coins since July 2010.
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Monday, December 10, 2012
Gold And Silver - Market Is Always Right, And It Leaves Footprints / Commodities / Gold and Silver 2012
By: Michael_Noonan
One can take comfort in the maxim, “The Market Is Always Right,” [or "Never Wrong"],
in the realization that trading in harmony with it will make the odds of profitable
success much higher than otherwise. Understanding and reading the market’s message
is an art form, for there is nothing mechanical about it. The market is totally
unbiased, and it provides all the information it generates for everyone to see/read,
at the same time. Just because you may not “see” it, does not mean the information
is not there. If it remains hidden, then it remains hidden under the brightest light.