Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Wednesday, March 07, 2012
The Face of Gold and Silver Price Volatility / Commodities / Gold and Silver 2012
By: Jeff_Clark
Jeff Clark, Casey Research writes: On February 29, gold dropped 4.8% and silver 6.2% (based on London fix prices). That's quite the fall for one day. We've seen prices that have risen that much, too. But as I'm about to show, these ain't nothin', baby.
Based on our experience, we've been saying for some time that volatility will increase as the markets fight their way to the mania phase of this cycle - and that once there, the gyrations will jump even higher. This call doesn't exactly require one to go out on a limb; it makes sense since more investors will be crowding in - and volatility was high in the 1979-'80 mania.
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Wednesday, March 07, 2012
From Fracking to Fuel Cells Investors Can Capitalize on the Energy Revolution / Commodities / Energy Resources
By: The_Energy_Report
For investors seeking high potential returns and the thrill of participating in market innovation, the smallcap energy space is where it's at. Managing Director and Co-Founder Laird Cagan of merchant bank Cagan McAfee Capital Partners has built his career by backing companies that are both filling current demand and creating new markets. In this exclusive interview with The Energy Report, Cagan shares his experiences and discusses several companies at the forefront of the energy revolution.
Tuesday, March 06, 2012
Gold Falls to 6-Week Low / Commodities / Gold and Silver 2012
By: Ben_Traynor
SPOT MARKET prices for gold bullion hit a six-week low of $1682 an ounce Tuesday lunchtime in London – a fall of 1.8% from last week's close – as stocks, commodities and the Euro continued their recent slide and uncertainty hung over recent European agreements.
Silver bullion dropped to $33.14 per ounce this morning – a 4.8% loss since the start of the week.
"We remain bearish so long as we remain below...the breached uptrend, currently at $1768," says the latest note from technical analysts at gold bullion dealing bank Scotia Mocatta.
Tuesday, March 06, 2012
Marc Faber "Middle East Will Go Up In Flames" ... "Have To Be In Gold and Stocks" / Commodities / Gold and Silver 2012
By: Gold_Core
Gold’s London AM fix this morning was USD 1,685.60, EUR 1,282.24 and GBP 1,068.26 per ounce.
Yesterday's AM fix was USD 1,698.00, EUR 1,286.17 and GBP 1,073.60 per ounce.
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Tuesday, March 06, 2012
Wealth Protection, Anything but the U.S. Dollar / Commodities / Gold and Silver 2012
By: Jan_Skoyles
Last week, in a much publicised exchange, Congressman Ron Paul asked Chairman Ben Bernanke if he would consider the circulation of gold and silver coins as legal tender. At The Real Asset Co we often write about how gold and silver are money, as history has repeatedly shown. In this article Jan Skoyles looks at why the introduction of silver coins into an economy is a good idea and a widely held view.
Tuesday, March 06, 2012
Gold and Silver Outlook / Commodities / Gold and Silver 2012
By: John_Hampson
In the 1940s rising (secular) commodities played a key role in rising inflation. However, the US government maintained an environment of negligible interest rates, surpressed to hold down the costs of excess government debt built up in WW2. It did this by intervening in the money supply, much like today, and the result was debasement of the US dollar. Eventually it had to abandon the policy in 1951 as it had led to an explosion of debt monetization and uncontained inflation. However, the policy was successful in that it provided the sovereign debt support until a new cycle of growth was underway (a new secular stocks bull and the end of the inflationary commodities bull, a transition complete by 1951).
Tuesday, March 06, 2012
Playing the Gold, Silver Stocks Selloff / Commodities / Gold & Silver Stocks
By: The_Gold_Report
The precious metals equities selloff at the end of 2011 was overdone, says Stephen Taylor, portfolio manager of The Taylor Fund and founder of Taylor Asset Management, in this exclusive interview with The Gold Report. Taylor remains bullish on gold, silver and base metals and is looking to some names that were walloped in the selloff to prosper in the next three years.
The Gold Report: The Global and Mail reported that more than 50 private-equity mining deals were struck in Canada in 2011—more than in any other sector. Why is private equity pouring venture capital into junior mining plays faster than any other Canadian business sector?
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Tuesday, March 06, 2012
Will Crude Oil Price Continue Heading Higher? / Commodities / Crude Oil
By: Frank_Holmes
Does it feel like it costs an arm and a leg to fill your car these days? While consumers may continue to feel the bite from higher gasoline prices, investors can use these rising prices to their advantage.Read full article... Read full article...
Tuesday, March 06, 2012
Will Doomsday Bill Help Gold and Silver Shine? / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
In an effort to shore up its broken financial system, the European Central Bank recently completed a second round of its long-term refinancing operation. Around 800 financial institutions came to the ECB to borrow 530 billion euros in the form of low interest three-year loans. However, the new shot of liquidity is doing little stem the Greek tragedy. As of Monday morning, interest rates on Greek one year bonds have surpassed 1,000 percent for the first time ever. In comparison, interest rates on Greek bonds hit 100 percent for the first time in September. The dire situation in Europe has many wondering if the financial crisis in the United States could also worsen.
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Monday, March 05, 2012
Gold's Violent Downside Reversal / Commodities / Gold and Silver 2012
By: Clive_Maund
Gold reversed violently to the downside last week, an event which has serious implications. It had been doing well up to that point and we did not see this reversal coming, so this is going to be "wise after the event" update - still it is considered to be better to be wise after the event than not wise at all, particularly if our interpretation of the meaning of this development proves to be correct.
Monday, March 05, 2012
Silver's Failure to Breakout / Commodities / Gold and Silver 2012
By: Clive_Maund
Silver has had a good run from its lows at the end of last year and was on course to break out of the major downtrend in force from its highs of April last year, but it was not to be, for last week it reversed sharply to the downside, leaving behind a bearish engulfing pattern on its chart, as we can see on its 15-month chart below. While it has not yet broken down from the intermediate uptrend in force from late last year, action last week suggests that it is destined to shortly.
Monday, March 05, 2012
What to Make of Apple's Weakness / Commodities / Gold and Silver 2012
By: Mike_Paulenoff
Today's sudden weakness in Apple (AAPL) that has pressed the stock from 547.48 to 526.00 has inflicted damage to the nearest-term uptrend off of the Jan 25 low at 419.00, which cuts across the price axis today in the vicinity of 533.40.
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Monday, March 05, 2012
Still Long on Xstrata After Glencore International’s Takeover Offer / Commodities / Metals & Mining
By: Roger_Conrad
Shares of Xstrata (London: XTA, OTC: XSRAY) have performed well as of late, surging 62 percent after hitting a low in early October. Read full article... Read full article...
Monday, March 05, 2012
Gold Investor Fantasies Not an Investment Strategy / Commodities / Gold and Silver 2012
By: Ned_W_Schmidt
While having not read any research into the time devoted by people to fantasizing, we suspect that activity represents a significant portion of the day for many. Morning coffee for men involves the exchange of fantasies surrounding sporting events. We know not what women fantasize about during their coffee, but suspect it might include a discussion of how some man could be made better. While romantic fantasies are beyond our mandate here, we suspect most are more likely to occur than some of the investment fantasies observed in recent years. Fantasies are fine, but they are not investment strategies. Some investment fantasies of recent times have been:
Monday, March 05, 2012
Gold Falling Below $1690 Could Spark Fresh Selling / Commodities / Gold and Silver 2012
By: Ben_Traynor
DOLLAR gold prices briefly dipped back below $1700 an ounce Monday morning in London, as stocks, commodities and the Euro all fell before recovering some ground, following news that China has cut its official growth target.
Silver prices dropped to $34.06 per ounce – 2.2% down on Friday's close – before making up some of the loss.
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Monday, March 05, 2012
Citigroup Forecasts Gold $2,400 in 2012 and $3,400 "In Coming Years" / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,698.00, EUR 1,286.17, and GBP 1,073.60 per ounce.
Friday's AM fix was USD 1,714.50, EUR 1,292.99, and GBP 1,076.14 per ounce.
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Monday, March 05, 2012
Short Term Pullback in Brent Crude Oil Price Starts / Commodities / Crude Oil
By: Donald_W_Dony
Brent prices have reached, for the short term, a peak. The Atlantic basin commodity has topped out at $128.40 and is now pulling back to the first support level of $120. The trigger for the expected retracement appears to be the US dollar.
Brent prices tend to trade in the opposite direction to the US$. And the Big dollar is beginning to rise again (Chart 1). The currency bounced off of the $0.782 support line in February and is now advancing to a target of $0.805.
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Monday, March 05, 2012
Digital Gold is the Game Changer / Commodities / Gold and Silver 2012
By: William_Bancroft
Read this article for a brief analysis on recent opinions on whether gold can ever return to the heart of the monetary system, and for whether we need government to be involved in this vitally important part of our economic lives. Does the internet and payments system mean a game changer for payments of gold bullion?
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Saturday, March 03, 2012
Where is Greece’s Gold? / Commodities / Gold and Silver 2012
By: Submissions
Alasdair Macleod writes: Recently there have been reports that if Greece defaults on the new bail-out package, creditors will be entitled to seize her gold. Whether or not this is true, it raises one big question: given the severe financial and economic crisis in Europe, what is the current collective attitude of the eurozone central banks to gold?
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Saturday, March 03, 2012
Marc Faber States Gold Far From Bubble Phase / Commodities / Gold and Silver 2012
By: The_Gold_Report
With more than 40 years as an economist to his credit and claiming gold as the "biggest position in my life," Gloom Boom & Doom Report Publisher Marc Faber assures us that gold is nowhere near a bubble phase, but cautions that corrections of 40% are not unusual in a bull market. At the end of March, Faber will share his secrets for surviving corrections at the World MoneyShow in Vancouver. In advance of that appearance, he sat down with The Gold Report for this exclusive interview where he discusses his bias for portfolio diversification in terms of geographies as well as asset classes.