Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Tuesday, October 16, 2012

Think of Gold as Anti-Fed, for a Golden Future / Commodities / Gold and Silver 2012

By: Giuseppe_Borrelli

Now that gold has declined for a couple of sessions, I can sense worry creeping back into the market place. Personally I think that’s healthy because too many people who know too little about gold have had too much to say about it. These corrections are the market’s way of telling them to shut up! I am fascinated by investors who can watch stock prices go nowhere for years, and yet they sat on stocks all that time and never complained. Gold on the other hand takes a breather for a week and these same investors will throw out the baby with the bath water. So far the spot price for gold has fallen from the October 4^th closing high of 1,791.80 to yesterday’s close of 1,738.50; just enough to get the Chicken Little’s out and cackling.

Tuesday, October 16, 2012

Gold "Could See Deeper Downside Move" But "Uptrend Remains" / Commodities / Gold and Silver 2012

By: Ben_Traynor

SPOT MARKET prices to buy gold regained some ground Tuesday morning after dropping to a one-month low below $1730 per ounce, gold's lowest level since the US Federal Reserve announced open-ended quantitative easing last month.

Gold prices rose to $1743 per ounce ahead of US trading, while stocks and the Euro also rallied following news that suggested Spain is prepared to request a bailout.

Tuesday, October 16, 2012

ETF “Costs and Liabilities” Sees Investors Migrating to Physical Gold / Commodities / Gold and Silver 2012

By: GoldCore

Today’s AM fix was USD 1,737.50, EUR 1,337.36, and GBP 1,080.40 per ounce. Yesterday’s AM fix was USD 1,747.25, EUR 1,347.56 and GBP 1,086.87 per ounce.

Silver is trading at $32.86/oz, €25.35/oz and £20.50/oz. Platinum is trading at $1,644.50/oz, palladium at $636.50/oz and rhodium at $1,160/oz.

Tuesday, October 16, 2012

Gold – Inflation Hedge or Something More? / Commodities / Gold and Silver 2012

By: Bob_Kirtley

Gold serves numerous functions as an investment. Traditional reasons for investing in gold include:

• Inflation
• Investment market declines
• Burgeoning national debt
• Currency failure
• War or other extreme events
• Social unrest

Tuesday, October 16, 2012

How To Play a Comex Silver Default / Commodities / Gold and Silver 2012

By: John_Rubino

This week's interview with gold dealer Tom Cloud of National Numismatic Associates comes as precious metals are correcting and rumors are swirling around Comex silver.

Dollar Collapse: Hi Tom. It's been an interesting couple of days for silver, with a big Comex draw-down being followed by a sizable price drop. If the silver market wasn't so obviously free and honest, it might be tempting to suspect some kind of manipulation...

Monday, October 15, 2012

Your Golden Worth / Commodities / Gold and Silver 2012

By: DeviantInvestor

Gold has been wealth and money, a store of value, and a means of exchange for more than 3,000 years. Only recently has debt been widely considered wealth. A US government T-Bond is considered “wealth” because the government promises to repay the loan with interest. Similarly, a corporate note is “wealth” because the corporation has promised to repay the note with dollars, and those dollars are still considered valuable. (Dollars are accepted because dollars are accepted.)

Monday, October 15, 2012

India, China and Growing Silver Demand / Commodities / Gold and Silver 2012

By: Dr_Jeff_Lewis

With the Indian rupee having gained 7.3 percent against the U.S. Dollar since the end of August alone, silver prices express in rupees will likely soften in the near term.

This led at least one analyst to predict that silver's price direction in the short term could depend on Indian investors.

Monday, October 15, 2012

Gold Drops Below $1750 as Bernanke Defends Monetary Easing / Commodities / Gold and Silver 2012

By: Ben_Traynor

WHOLESALE MARKET gold bullion prices hovered in a narrow range below $1750 an ounce in Monday morning's London session, after recovering some ground lost during Asian trading.

"We traded through lots of stop [losses] this morning," said one trader in Singapore, after gold began the week by dropping more than ten Dollars to $1742 per ounce, its lowest level in nearly three weeks.

Monday, October 15, 2012

Gold And Silver Fall On Open In Asia As October Correction Continues / Commodities / Gold and Silver 2012

By: GoldCore

Today’s AM fix was USD 1,747.25, EUR 1,347.56, and GBP 1,086.87 per ounce. Friday’s AM fix was USD 1,767.00, EUR 1,362.80, and GBP 1,101.35 per ounce.

Silver is trading at $33.28/oz, €25.78/oz and £20.81/oz. Platinum is trading at $1,648.50/oz, palladium at $637.30/oz and rhodium at $1,175/oz.

Monday, October 15, 2012

It's Time To Get Bullish on Natural Gas / Commodities / Natural Gas

By: Money_Morning

Dr. Kent Moors writes: Forget the Farmer's Almanac. As we move into the winter season, two things are becoming clear. First, this one will be colder than last year, nationwide. Second, natural gas prices are moving up.

A colder season ahead is an almost statistical certainty. The likelihood of having a repeat of last year's mild winter is quite low. And my second assertion is now supported by several factors.

Sunday, October 14, 2012

Gold at a Cross Road: What to look For / Commodities / Gold and Silver 2012

By: GoldSilverWorlds

Scott Pluschau writes: I have been looking to put on a swing or position trade to the long side in Gold for the past five weeks but have been unable to do so. There hasn’t been a pattern that I felt offered me a favorable trade location in regards to risk and reward in order to justify that entry. The bottom line is preservation of capital in speculating.

Sunday, October 14, 2012

IEA Still Drumming For High Priced Crude Oil / Commodities / Crude Oil

By: Andrew_McKillop

The IEA's latest Oil Market Report, released 12 October, maintains the IEA storyline of global oil shortage and extreme high prices being almost certain - by about 2017 - unless and until the 28 OECD member countries of the IEA enact and pay for a whole range of new energy policies and programs.  For a flavor of these heavily promoted big-spending policies and programs from the IEA, high level conferences like its 'Clean Energy Future' ministerial meeting held in London, 25 April (for which the IEA Web page no longer exists) provide all that is needed.

Saturday, October 13, 2012

Facts Every Gold GLD ETF Investor Must Know / Commodities / Gold and Silver 2012

By: GoldSilverWorlds

Without any doubt, the amounts invested in the Gold ETF “GLD” are enormous. The ETF lowered the barriers for most investors to profit from gold’s long term bull market. For institutional investors, GLD became one of the easiest ways to invest in the rise of the price of gold, as they can’t easily buy physical gold. However investing in an ETF like GLD or SLV carries inherent risks, the most important one being the failure to fully back the shares with physical gold. This means that in a worst case scenario, which is not unlikely given the instability of the world economy, an investor could end up holding only paper. The primary objective of “investing in precious metals” is to benefit from safety; a paper based gold ETF is not exactly the right answer to that objective.

Saturday, October 13, 2012

Gold COT Report Short-term Bearish / Commodities / Gold and Silver 2012

By: GoldSilverWorlds

The Gold Cycle looks fairly easy to read; once you strip out any biases you may carry.  Quite simply, it’s screaming Investor Cycle top and warning of a significant decline.   Sure when viewed through the idea of endless printing and world crises’, one could easily suggest or envision much higher prices before any significant pullback.  This type of thinking is actually what drives IC tops, an unrelenting belief that a Cycle will continue higher based on short term speculative interest and a fear of missing another move.

Friday, October 12, 2012

Are Gold Stocks Cheap? / Commodities / Gold & Silver Stocks

By: Zeal_LLC

After surging sharply in August and early September, gold stocks have been consolidating sideways ever since.  Naturally this loss of momentum has sapped the nascent trader enthusiasm for this sector.  But stalling out temporarily certainly doesn’t negate gold stocks’ dazzling fundamentals.  They remain deeply undervalued relative to gold, the metal that drives their profits and hence ultimately their stock prices.

Friday, October 12, 2012

Silver Price October Correction / Commodities / Gold and Silver 2012

By: P_Radomski_CFA

With less than three months left until the end of the year, let’s do a quick recap. Silver may not be as shiny as gold, but it has been no pushover to the yellow metal. So far in 2012, silver has been the top performing precious metal with a gain of nearly 24 percent. The gold/silver ratio, the number of ounces of silver needed to buy one ounce of gold, fell below 52.0, from closer to 52.5 earlier this week, reflecting silver's outperformance relative to gold.

Friday, October 12, 2012

Copper Market Shenanigans from Beijing / Commodities / Gold and Silver 2012

By: Richard_Mills

Fact - China is the world’s largest user of copper.

Copper is critical for China and the country has imported unbelievable tonnages over the years, but according to the copper bears the story could be coming to an end.

Friday, October 12, 2012

Market "Lacking Impetus" to Push Gold Price Higher / Commodities / Gold and Silver 2012

By: Ben_Traynor

THE U.S. DOLLAR gold price eased lower Friday morning in London, falling to $1767 an ounce, 0.7% down on the start of the week, while stock markets also ticked lower and commodities were broadly flat.

The silver price fell below $34 an ounce, before trading sideways until lunchtime in London.

Friday, October 12, 2012

Gold And Silver Capped Until After U.S. Election? / Commodities / Gold and Silver 2012

By: GoldCore

Today’s AM fix was USD 1,767.00, EUR 1,362.80, and GBP 1,101.35 per ounce.
Yesterday’s AM fix was USD 1,767.25, EUR 1,371.45 and GBP 1,103.29 per ounce.

Silver is trading at $33.96/oz, €26.27/oz and £21.21/oz. Platinum is trading at $1,679.50/oz, palladium at $648.80/oz and rhodium at $1,205/oz.

Friday, October 12, 2012

Energy Stocks Investment Is an International Adventure / Commodities / Oil Companies

By: The_Energy_Report

Looking for outsized returns? Then broaden your horizons, suggests National Bank Financial Analyst Darrell Bishop, who focuses on regions where property acquisition is cheaper and oil sells at the Brent premium. In this exclusive interview with The Energy Report, Bishop whisks us around from Western Europe's North Sea, to behind the former Iron Curtain in Albania, to developing energy plays in New Zealand. Learn how to navigate the risks of the space and what makes a far-from-home smallcap worth it.

The Energy Report: You make the case that investors should take a look at small-cap international energy companies. Why?