Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Monday, July 16, 2012
How to Buy Gold in Today's Troubled World / Commodities / Gold and Silver 2012
By: Money_Morning
Larry D. Spears writes:
Gold turned in a fairly tarnished performance during the second quarter, falling $80 an ounce, or 4.76%, during the April-June period.
Even still, most precious metals analysts see strong potential for gold prices in the second half of 2012 given the continued sluggishness in the global economy and increasing uncertainty about the Eurozone debt crisis.
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Monday, July 16, 2012
The Big Problem for Energy Investors / Commodities / Crude Oil
By: DailyWealth
Matt Badiali writes: Oil prices are going to fall lower than you can imagine.
They've already dropped from nearly $110 a barrel in February to under $80 late last month. They've since staged a recovery to the $85 area. But the drop is not over. In fact, I think there could be more than 50% downside from these levels.
Monday, July 16, 2012
Managed money positions hint at bullish turns for gold and silver / Commodities / Gold and Silver 2012
By: Alasdair_Macleod
I have recently written about the breakdown of disaggregated data from the futures markets into producers and swap dealers for gold and silver futures, as reported in the Commitment of Traders reports issued by the US government’s Commodity Futures Trading Commission (CFTC). There is a further category of trader to consider, and that is Managed Money.
Monday, July 16, 2012
Gold Stocks: Bottom, Re-Test, Launch? / Commodities / Gold & Silver Stocks
By: Adam_Brochert
Though I favor physical Gold held outside the banking system that can't get MF Global'd over those paper Gold derivatives known as Gold stocks, there are times when a speculative opportunity presents itself that cannot be ignored (at least not by me). Now is such a time in Gold stocks. In my last post, I welcomed a new cyclical Gold stock bull market. I continue to believe a new cyclical Gold stock bull market has already begun and we are now completing (if we haven't already) the re-test of the mid-May, 2012 lows. What comes next? The launch!
Sunday, July 15, 2012
Gold Under the Gun / Commodities / Gold and Silver 2012
By: Joseph_Russo
No matter how hard global central bankers try to inflate away the intractable debt-bomb that continues to explode in slow motion, they just cannot seem to make any headway.
The folly of QE-1 and QE-2 have done nothing but exacerbate the contrived bubble in monopoly bonds, which is the only fuel known to financial alchemists that enables a fraudulent debt-based Wall Street-Washington-Centric and global economy to function.
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Saturday, July 14, 2012
Gold Mining Stocks Bargains Abound, But Buy With Care / Commodities / Gold & Silver Stocks
By: The_Gold_Report
It may look as if almost any mining stock you see these days is a bargain just waiting to be plucked. While most stocks have seen major drops from their highs and some are showing significant price turns, others have more downside left and a few just won't make it to the next market peak. Ivan Lo, publisher of The Equedia Weekly Letter, takes both a macro view of market and economic conditions and then carefully studies the specifics of each stock he decides to follow or acquire. In this exclusive interview with The Gold Report, Lo talks about the critical factors that can separate a mega-winner from a rollback candidate and talks about some of his favorite names.
Friday, July 13, 2012
Does Central Bank Gold Buying Signal the Top Is Near? / Commodities / Gold and Silver 2012
By: Jeff_Clark
Jeff Clark, Casey Research writes:
Doug Casey told me in January, "The only thing that scares me is that central banks are buying a lot of gold; they're historically contrary indicators." When it comes to buying gold, central banks have such a poor timing record that they're frequently joked about as a contrary indicator.
Friday, July 13, 2012
The Next Major Move in Gold and Silver Is Close / Commodities / Gold and Silver 2012
By: Chris_Vermeulen
After making new highs about a year ago we have seen Silver and Gold consolidate for roughly the last twelve months. Technically, it would typically be a bullish scenario with gold from the stand point that the last 12 months’ price action was a sideways consolidation in a bullish pennant formation. However over the last year we have witnessed a series of lower highs and increasingly tested supports levels around $150 on GLD which raises caution.
Friday, July 13, 2012
'Peak Gold' - Gold Production Collapse Continues In South Africa / Commodities / Gold and Silver 2012
By: GoldCore
Today's AM fix was USD 1579.00, EUR 1294.05 and GBP 1022.34 per ounce.
Yesterday’s AM fix was USD 1565.50, EUR 1281.10 and GBP 1011.96 per ounce.
Gold fell by 0.3% in New York yesterday and closed down $4.90 to $1,571.70/oz. After a sharp drop and equally sharp bounce higher, silver rose 0.3% or 8 cents to close at $27.17/oz
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Friday, July 13, 2012
Gold Stocks Failing To Sparkle / Commodities / Gold and Silver 2012
By: Bob_Kirtley
For the last ten months or so we have watched the precious metals mining sector try in vain to put in a decent rally only to run out of steam and disappoint some of its most ardent supporters, including us.Read full article... Read full article...
Friday, July 13, 2012
What the GLD ETF Chart tells us about GOLD / Commodities / Gold and Silver 2012
By: David_Banister
Gold had remained in a rough 1550-1640 range for several weeks now. Tonight, we look at the GLD ETF, which represents the Gold spot price movements. Over the past 5 months we can see in the chart below the clear downtrend lines.Read full article... Read full article...
Friday, July 13, 2012
The Supply Side of Crude Oil / Commodities / Crude Oil
By: Elliot_H_Gue
Oil supply growth from countries outside OPEC should grow by roughly 660,000 barrels per day, with North America accounting for much of this uptick in production. Preliminary data from the US Energy Information Administration indicates that domestic crude oil production in April surged by 567,000 barrels per day from year ago levels. Robust drilling activity in unconventional plays such as the Bakken Shale in North Dakota and the Eagle Ford Shale in south Texas fueled much of this growth.Read full article... Read full article...
Friday, July 13, 2012
Crude Oil on the Slippery Slope / Commodities / Crude Oil
By: Andrew_McKillop
OPEC NEWS IS NO NEWS
Oil output by the producer states in the cartel is falling, with the largest loss by Iran, for highly obvious reasons - the western embargo - but not at all so obvious, Iran's large cutback in crude oil exports, due to the embargo, will be joined by a significant fall in Iranian imports of refined products, especially middle distillates and gasoline. For the more-than-somewhat oversupplied and nearby European market for these products, the price impact can only be downward, with the leading indicator being stocks and refinery runs in Europe. Refinery runs, already low, and stocks which are high, will likely go further down and up with European refiners trying to recoup some of their losses by exporting more gasoline to the US, impacting US crude demand for refining.
Thursday, July 12, 2012
Facebook Tanked and Soybeans Soared! / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Facebook was to be the rebirth of the glorious technology stocks. Portfolio managers have been longing to return to the era when they did not think. They just owned massive positions in technology and internet stocks. Social networking was to be the seed from which that rebirth would sprout. Rather, Facebook turned out to be one damp squib. As we write, that stock is still off 30% from the high achieved on opening. While Facebook may not be the worst performer of the 2012, it will certainly be the worst recommendation of the year.
Thursday, July 12, 2012
Today Is Best Day to Buy Gold / Commodities / Gold and Silver 2012
By: GoldCore
Today's AM fix was USD 1565.50, EUR 1281.10 and GBP 1011.96 per ounce.
Yesterday’s AM fix was USD 1576.50, EUR 1284 and GBP 1012.91 per ounce.
Gold gradually ticked lower in Asian trading and has seen further slight weakness in European trading. Still robust physical demand is supporting gold at these levels and strong support is at the $1,500/oz level.
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Thursday, July 12, 2012
Gold and Silver Fall on Fed Minutes Disappointment / Commodities / Gold and Silver 2012
By: Adrian_Ash
The WHOLESALE BULLION gold price continued to weaken Thursday morning in London, dropping to new 2-week lows beneath $1565 per ounce on what analysts called "disappointment" over the latest monetary policy minutes from the US Federal Reserve.
Asian and European stock markets fell hard, while wheat and corn prices again bucked a further drop in the commodities market.
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Thursday, July 12, 2012
Gold Cycles Will Soon Forecast Where Prices Are Headed / Commodities / Gold and Silver 2012
By: Chris_Vermeulen
Gold and stock market forecaster have been using cycles in price that repeat every certain amount of trading days to help them spot key reversal areas in the financial market. Almost everything in life seems to go in cycles and commodity prices and the stock market are no different.
As we all know the market is very difficult to forecast when using only one set of analysis like cycles. Analyzing price action, volume, market sentiment, market breadth, trends and inter-market analysis are the other key areas which one must understand before they can be in the zone (ZEN) with the financial market and properly forecast future prices.
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Thursday, July 12, 2012
Many Unscary Reasons to Add Gold / Commodities / Gold and Silver 2012
By: Adrian_Ash
Never mind inflation or credit default. There are plenty of less scary reasons to consider gold investing too...
GOLD IS OF COURSE for kooks and weirdos only – those doom-mongers who, bothering to read history, think printing money risks massive inflation, and who also fear banking and even government default today. Can you imagine!
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Thursday, July 12, 2012
Is Gold Stuck in BIZARRO Land? / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
In the Seinfeld episode titled “The Bizarro Jerry,” Elaine meets a group of people who are complete opposites of Jerry, George, Kramer and Newman. The group takes pride in helping each other in their daily lives and hangs out at a “Bizarro Coffee Shop” named Reggie’s. When describing Elaine’s newfound friends, Jerry says, “Yeah, like Bizarro Superman-Superman’s exact opposite, who lives in the backwards Bizarro world. Up is down; down is up. He says ‘Hello’ when he leaves, ‘Goodbye’ when he arrives.” The show provides a rather striking similarity to today’s Bizarro financial market.
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Wednesday, July 11, 2012
Investors Go Nuclear, Time to Invest in Uranium Stocks / Commodities / Uranium
By: Money_Morning
GS Early writes:
Ah, what a difference a year makes.
Just a couple weeks ago it was reported that a Japanese town recovering from the last year's tsunami-inflicted Fukushima disaster is teaming up with Toshiba Corp. to build several solar electricity plants that combined could be Japan's largest solar facility.
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