Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Tuesday, June 19, 2012

Gold Stocks Comparing the 2012 Bottom to Past Bottoms / Commodities / Gold & Silver Stocks

By: Jordan_Roy_Byrne

Mark Twain said that history doesn't repeat itself but it rhymes. This is also true in the markets. No bull or bear market or particular event is ever the same. Yet, because there are similarities, the prudent analyst always studies history. When trying to foresee bottoms and tops we always compare current conditions (price action, sentiment, fundamentals) to past conditions. We continue to believe that the recent bottom in precious metals markets falls into a group of major bottoms that includes 2000-2001, 2005 and 2008. In today's piece we examine how these markets evolve following such bottoms which hopefully can give us an idea of what to expect in the coming weeks and months.

Tuesday, June 19, 2012

Prepare for the Pivot Point in the Gold Stocks Exploration Cycle / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Historically, major gold exploration has occurred when the Dow was down and out. In this exclusive interview with The Gold Report, geologist and Exploration Insights writer Quinton Hennigh talks about the coming gold rush and what that could mean for existing companies.

The Gold Report: While the NYSE Arca Gold BUGS Index (HUI) is up a bit from its May low, it is still lagging the price of gold and not living up to expectations based on the role it has traditionally played as a safe haven for investors. Are we close to a turning point in that dynamic?

Tuesday, June 19, 2012

Commodities Demand Speed Up or Slow Down--Don't Exit the Highway / Commodities / Commodities Trading

By: Frank_Holmes

When it comes to investing, wise managers are like good drivers, constantly evaluating the environment, looking for signs to step on the gas or slow down. A positive signal received recently came from Goldman Sachs, when the firm recommended "stepping back into the markets" in its latest Commodity Watch. Goldman is anticipating a 29 percent return for the S&P GSCI Enhanced Commodity Index over the next 12 months and suggests investors might want to increase their position in commodities.

Tuesday, June 19, 2012

Forestry Investments As Real Assets to Hedge Against Inflation / Commodities / Land

By: Submissions

Adam Waldman writes: Forestry and timber investing - the very concept seems either dull or extremely alien. However any investors - especially those looking for true diversification and stable returns - are making a real oversight by ignoring the value timber and forestry investments could bring to their overall portfolio.

Monday, June 18, 2012

Plunge in Family Net Worth Supports Portfolio Gold Diversification / Commodities / Gold and Silver 2012

By: Pete_Grant

The Fed’s triennial Survey of Consumer Finances (SCF) came out last week and the results were nothing short of astounding. The data show that the Great Recession wiped out nearly 40% of the typical American family’s net worth.

“Data from the 2007 and 2010 SCF show that median income fell substantially and that mean income fell somewhat faster, an indication that income losses, at least in terms of levels, were larger for families in the uppermost part of the distribution. Overall, both median and mean net worth also fell dramatically over this period—38.8 percent and 14.7 percent, respectively.”

Monday, June 18, 2012

Gold and Silver Price Discovery: At and Despite the Margins / Commodities / Gold and Silver 2012

By: Dr_Jeff_Lewis

In most markets, price is discovered “at the margin” or from the transactions themselves. For example, in the real estate market, an entire block of homes can be valued by appraisers and agents based on the price at which the last house sold.

When it comes to precious metals prices, if discovery at the margin was a legitimate factor, the silver market would soon see much higher prices or it would at least reach a fairer equilibrium price that currently prevails.

Monday, June 18, 2012

Silver Metal Now and a Golden Traveler's Check / Commodities / Gold and Silver 2012

By: Dr_Jeff_Lewis

One of the main advantages of buying silver versus more costly precious metals like gold and platinum is that silver’s relative cheapness allows you to buy more metal for the money.

Furthermore, inflation is a reality that eats away at the value of all paper currencies, while boosting the value of hard currencies like silver.

Monday, June 18, 2012

Euro Weakness Weighs on Gold and Silver / Commodities / Gold and Silver 2012

By: Ben_Traynor

THE SPOT MARKET gold price hovered around $1620 an ounce during Monday morning trading in London – slightly below last week's close – while stock and commodity markets were also broadly flat, after initial rallies that followed yesterday's Greek election result soon ran out of steam.

Monday, June 18, 2012

Gold Ticks Lower as Spain and Italy Bond Yields Rise to Over 7% and 6% / Commodities / Gold and Silver 2012

By: GoldCore

Today's AM fix was USD 1,623.50, EUR 1,284.52, and GBP 1,035.20 per ounce.
Friday’s AM fix was USD 1,619.00, EUR 1,289.83, and GBP 1,044.65 per ounce.

Silver is trading at $28.50/oz, €22.64/oz and £18.25/oz. Platinum is trading at $1,492.50/oz, palladium at $626.75/oz and rhodium at $1,215/oz.

Sunday, June 17, 2012

Crude Oil Demand Recovery Is Unlikely / Commodities / Crude Oil

By: Andrew_McKillop

"World oil consumption will rebound next year as the global economy recovers, according to a report released by the Paris-based International Energy Agency which said it expects global oil demand to grow 1.7%, for an increase of 350,000 barrels per day from its previous estimate".

The only problem with the serial oil demand growth-forecasting reports from the IEA is the above example dates from.... September 2009. At that time, crude for November delivery was trading around $71.75 a barrel for WTI grade.

Sunday, June 17, 2012

Is Silver Currently Riskier Than Gold? / Commodities / Gold and Silver 2012

By: Przemyslaw_Radomski

Gold futures closed higher edging past the $1,600 mark Wednesday, extending their advance to a fourth session - perhaps traders considered prospects for further quantitative easing by the Federal Reserve and other central banks, including the Bank of England, the European Central Bank and the Bank of Japan.

Thursday Comex gold futures prices ended the U.S. day session near unchanged in subdued trading and today Gold edged up extending its winning streak to a sixth session as sluggish U.S. data boosted hopes for monetary easing.

Friday, June 15, 2012

Cheap Gold Stocks / Commodities / Gold & Silver Stocks

By: Zeal_LLC

Gold stocks have recovered sharply following last month’s panic-like capitulation plunge.  But this embattled sector still remains incredibly cheap relative to prevailing gold levels, which drive gold miners’ profits and hence ultimately their stock prices.  While it is very challenging psychologically to buy in deeply-out-of-favor sectors, the panic-like gold-stock bargains out there today are simply amazing.

Friday, June 15, 2012

Gold Advantage To Skeptics / Commodities / Gold and Silver 2012

By: DeepCaster_LLC

“The amusing denouement to last September’s CNBC fiasco falsely claiming on camera a particular gold bar in the depository GLD uses belonged to that entity is (below). Apparently it belonged to ETF Securities, All power to the Internet!”

JBGJ, 6/12/2012

The following detailed description of the CNBC fiasco provides yet another justification for Investors adopting a Healthy Skepticism of MSM “News”.

Friday, June 15, 2012

Greece Election "Should Be Supportive for Gold" / Commodities / Gold and Silver 2012

By: Ben_Traynor

SPOT MARKET prices for gold bullion traded above $1620 an ounce during Friday morning's London session – a gain of nearly 4% for the month so far.

Stock markets and major government bonds rallied, with analysts speculating on the prospects for further monetary stimulus, including a possible third round of quantitative easing (QE3) from the Federal Reserve, whose policymakers meet next week.

Friday, June 15, 2012

Gold Stock Investors Prepare for a White Knuckle Ride / Commodities / Gold & Silver Stocks

By: Bob_Kirtley

In the early days of this bull market in precious metals we all did well as most mining stocks sprang to life and made considerable gains. The quality producers made spectacular gains and the turkeys made moderate gains. It has changed a lot since then, the mining indices such as the HUI* were outperforming gold prices by leaps and bounds, however, for the last few years they have failed to keep pace with gold and indeed still lag behind as evidenced by the chart below.

Friday, June 15, 2012

Quality Oil and Gas Stocks Are On Sale / Commodities / Oil Companies

By: The_Energy_Report

The pullback in oil prices has created some attractive buying opportunities in both developing and established oil and gas companies, even if oil prices settle in the $80-90/bbl range. In this exclusive interview with The Energy Report, Joel Musante, senior analyst with C. K. Cooper & Co., gives us his insights into current energy markets and talks about several of his favorite names that may reward investors with an appetite for risk.

Thursday, June 14, 2012

The Shape and Future of Indian Gold Demand / Commodities / Gold and Silver 2012

By: Julian_DW_Phillips

Morgan Stanley has just issued a solid report on Indian Gold demand and its shape. We at Gold Forecaster believe it gives very good insight into the Indian gold investors' thinking. The addition of some background on the Indian culture helps us to get a perspective of Indian gold investor psyche and to his social structure and how it contributes to his attitude to gold. Morgan Stanley conducted a survey of 2,019 urban and rural gold buyers across 16 Indian cities for urban consumers and 8 Indian states for rural consumers.

Thursday, June 14, 2012

Gold Sets New Record in India Whilst Spanish Bond Yields Hit New Highs / Commodities / Gold and Silver 2012

By: Ben_Traynor

WHOLESALE MARKET gold prices rose to $1627 an ounce shortly ahead of US trading on Thursday – their highest level so far this week – immediately following the publication of US economic data.

Silver prices by contrast continued to trade sideways, hovering around $29 an ounce – around 1.6% up on where they started the week.

Thursday, June 14, 2012

Financial Gurus Bullish On Gold / Commodities / Gold and Silver 2012

By: GoldCore

Today's AM fix was USD 1,619.00, EUR 1,289.83, and GBP 1,044.65 per ounce.
Yesterday’s AM fix was USD 1,612.75, EUR 1,286.19, and GBP 1,034.94 per ounce.

Silver is trading at $28.86/oz, €22.93/oz and £18.57/oz. Platinum is trading at $1,479.00/oz, palladium at $622.00/oz and rhodium at $1,225/oz.

Thursday, June 14, 2012

The Difference Between Gold and Silver / Commodities / Gold and Silver 2012

By: Simit_Patel

Many investors in the precious metals community operate from the perspective that there is no real difference between gold and silver; that both are monetary assets, with silver simply being a less expensive, more abundant, and more volatile version of gold. There is some truth to that, although I think it is important to note that the differences. If one understands the differences, it becomes easier to understand when silver may be overvalued, and why the gold/silver ratio could rise greatly. For these reasons, I personally invest much more in gold and gold stocks than in silver.