Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Monday, May 07, 2012
Warren Buffett and Charlie Munger Tag Team Gold / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
It is no secret that Warren Buffett publicly dislikes gold. Earlier this year, Berkshire’s CEO and largest shareholder reminded investors in a Fortune article that gold has limited industrial demand and even said the precious metal “will remain lifeless forever.” Apparently, the strong distaste for the yellow metal runs throughout the Omaha-based company.
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Monday, May 07, 2012
The Gold, Energy and Agriculture Commodities Bull Market Rolls On / Commodities / Commodities Trading
By: Money_Morning
Peter Krauth writes:
Despite the setback caused by the 2008 financial crisis, the commodities bull market rolls on. A short four years later, many commodities are trading at or near all-time highs.
And thanks to huge swaths of the developing world moving up the ranks, the current bull market in commodities promises to be one for the history books-- both in time and size.
After all, the wants and needs of 7 billion people are an irresistible and monumental force.
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Monday, May 07, 2012
Keeping the Decline in Gold Stocks in Perspective / Commodities / Gold and Silver 2012
By: Jordan_Roy_Byrne
As the gold stocks continue to fall to new lows and struggle to find a bottom, it is important to keep things in perspective. Before we get to the visual comparison with the 1960s and 1970s, we want to touch on the reasons why the gold stocks have underperformed in recent months and years.
Monday, May 07, 2012
Political Change Will Put Pressure on Gold and Silver Prices / Commodities / Gold and Silver 2012
By: Bob_Kirtley
FRANCE
We start the week with news of changes at top in France where the French President Nicolas Sarkozy becomes another victim of the financial crisis and subsequent austerity measures. 'Sarko' as he is know by some has been ousted by the socialist leader Francois Hollande, who has been elected on a platform that includes reducing the retirement age, a 75% tax on those who earn more than one million euros and the re-negotiation of the European 'Fiscal Pact' with its European partners.
Monday, May 07, 2012
Gold COT Report, No Free Market for Speculators in Comex / Commodities / Gold and Silver 2012
By: Marshall_Swing
Commercials bought 4,590 longs and purchased a whopping 15,356 shorts to end the week with 58.88% of all open interest and now stand as a group at 17,800,300 ounces net short, an increase of over 1,000,000 ounces net short from the previous week. It is very important that you review last week's COT because in it, plus this last Wed - Fri trading days are the key to where the gold price is going and how it is going to get there.
Monday, May 07, 2012
Silver Speculators Absolutely Killed / Commodities / Gold and Silver 2012
By: Marshall_Swing
Commercials unloaded -5,894 long contracts and covered -4,504 shorts to end the week with 49.00% of all open interest which is an increase over the previous week. They are currently -118,715,000 ounces net short, a huge increase of about -7,000,000 ounces.
Large speculators were bounced out of -2,058 contract longs and were forced to cover -1,171 shorts for a net long position of 77,920,000 ounces, another dramatic reduction of almost -5,000,000 net longs from the previous week.
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Sunday, May 06, 2012
Gold Silver and Mining Stocks Approaching a Major Bottom / Commodities / Gold and Silver 2012
By: Robert_McHugh_PhD
There is a pattern finishing in Gold, Silver and the HUI Amex Gold Bugs Index that is bullish, a sideways wave 4 descending triangle that suggests a bottom is fast approaching and a rally that lasts many months is likely to start within a month or two. Triangles are sideways consolidation patterns that let markets digest the previous large move, before continuing in the same direction the trend was headed before the triangle begins. In this case, that trend would be up. This is a pretty large triangle pattern, correcting a three year rally. We could see more decline in prices for another few weeks, then a bottom should arrive.
Sunday, May 06, 2012
Gold Set for an Intriguing Week Ahead / Commodities / Gold and Silver 2012
By: Brian_Bloom
Stockcharts.com has a technical tool that I’ve never used before – semicircle arrays which are intended to forecast Fibonacci retracement levels. In playing around with it, this is what I found:
Saturday, May 05, 2012
Carbon Credit Derivatives / Commodities / Climate Change
By: Dr_Jeff_Lewis
Carbon credits are tradable permits or certificates that are typically related to the emission of one ton carbon dioxide into the atmosphere. Carbon dioxide is the primary greenhouse gas considered responsible for the controversial global warming process.Carbon credits can be earned by companies who engage in ecologically friendly practices that remove the amount of carbon dioxide emissions from the environment. These credits can then be sold to other companies that continue to produce carbon emissions as a way to finance further reductions in carbon dioxide emissions.
Saturday, May 05, 2012
Silver and the Nature of Supply and Demand / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
Many observers of the silver market have wondered why futures prices for silver seem so low when demand for the physical metal continues to increase in the face of an ever dwindling supply of the precious and industrial metallic commodity.In essence, the economic model of price determination by supply and demand factors would seem to indicate a considerably higher equilibrium price for silver than what is currently prevailing.
Friday, May 04, 2012
Why Gold and Silver Act as Safe-Havens Today / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
On Friday morning, gold futures for June delivery declined to just under $1,627 per ounce, while silver futures slipped under $30. However, both precious metals managed to rebound after the latest unemployment report.
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Friday, May 04, 2012
Natural Gas Coiling After Upmove / Commodities / Natural Gas
By: Mike_Paulenoff
On April 24, with natural gas futures in the 1.970 to 2.028 range, we alerted subscribers to an imminent up-move, writing: "The little speck of an upturn off of last Thursday's decade low at 1.902 into yesterday's high at 2.022 (+6.03%) accompanied by powerful anecdotal oscillator evidence that natural gas is exhausted on the downside, and that we are witnessing the initial up-move within what should be a base building period ahead of a forthcoming bull phase."
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Friday, May 04, 2012
Gold Antidote to The Most Investment Destructive Force / Commodities / Gold and Silver 2012
By: DeepCaster_LLC
“[Fed Chairman Ben] Bernanke and the Fed have zero credibility… Bernanke has never been right about anything.
“We have inflation in the U.S., and it’s going to get worse.
“They’ve printed staggering amounts of money. They’ve taken staggering amounts of debt on their balance sheet. Much of it is garbage.
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Friday, May 04, 2012
Crisis in Mining / Commodities / Metals & Mining
By: Richard_Mills
A combination of mass retirements and increasing natural resource demand from emerging economies has created a crisis in the resource extraction sector - one which is definitely not on investor’s radar screens.
Currently there is a “massive talent gap” that is going to get worse because the global mining industry is experiencing the biggest wave of workforce retirements in 70 years - the oldest baby boomers turned 65 years old in 2011.
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Friday, May 04, 2012
Gold Rallies Following Disappointing U.S. Nonfarm Payrolls Jobs Data / Commodities / Gold and Silver 2012
By: Ben_Traynor
U.S. DOLLAR gold prices rallied to $1640 an ounce Friday, following the release of disappointing US nonfarm jobs data, though they remained more than 1% down on last Friday's close.
Silver prices also spiked higher, touching $30.19 per ounce – still 3.4% down on the week – while European stocks were down on the day and government bond prices up by Friday lunchtime in London.
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Friday, May 04, 2012
Keynes, the closet Gold bug / Commodities / Gold and Silver 2012
By: Jan_Skoyles
In his 1923 book ‘A Tract on Monetary Reform’, John Maynard Keynes famously wrote ‘In truth, the gold standard is already a barbarous relic.’
Many gold bugs have come to take this quote as a belief that Keynes applied this line of thought, by implication, to gold as well.
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Friday, May 04, 2012
Gold Bubble? “More People That Own Apple Stock Than Gold" / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,629.50, EUR 1,240.20, and GBP 1,007.54 per ounce. Yesterday's AM fix was USD 1,642.50, EUR 1,251.24 and GBP 1,015.90 per ounce.
Silver is trading at $29.99/oz, €22.93/oz and £18.60/oz. Platinum is trading at $1,533.50/oz, palladium at $657.40/oz and rhodium at $1,350/oz.
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Friday, May 04, 2012
The Case for Higher Gold Prices / Commodities / Gold and Silver 2012
By: Money_Morning
Diane Alter writes:
Gold prices had gold bugs giddy in the fall of 2011. In September, the luminous yellow metal touched an intraday high of $1,920 a troy ounce, putting the precious metal up roughly 35% for the year.
At the time it seemed like investors, traders and even the guy at the corner store were all buying, hoarding, and lusting for gold.
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Friday, May 04, 2012
The Silver Bull Market Is Over? / Commodities / Gold and Silver 2012
By: Investmentscore.com
Is the Silver Bull Market Over? This is one question that we feel very confident that the answer to it is no; but still we are specifically watching for articles or news stories suggesting that the precious metals bull market is over. We have seen a few articles announcing the end of the metals bull market and we will explain why this is significant to us later in this article. But first, there are a host of reasons why we think the bull market in precious metals is alive and well and we will address a few of these reasons in this article.
Friday, May 04, 2012
Precious Metals: Don’t Want To Play Anymore? / Commodities / Gold and Silver 2012
By: Dudley_Baker
We suspect that many precious metals investors are saying, “We don’t want to play anymore!” and our reply is, “You want to quit right now, right at the bottom of this cycle? You must be crazy - crazy with a capital C!” True, this is a very challenging market environment for resource shares, but we know what the ultimate outcome will be: higher share prices. The only question is “when” and our opinion is that we are very close in time (within days or a week or two at most) of being able to say that the lows are behind us. Let me explain.