Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Monday, February 13, 2012
2012: A Political Year for Gold / Commodities / Gold and Silver 2012
By: Bob_Kirtley
This year our screens, radio and the media in general will be dominated by politics as electioneering goes into overdrive in a massive attempt to convince us that their man has all the answers. Alas, the political machinery has long since lost our respect, but that will not deter them and so we must endure this attack on our senses from all directions. The presidential elections in the United States is high profile at the moment but there are other very important elections also taking place, a few of which we touch on below:
Sunday, February 12, 2012
Can We Profit From Gold Price Seasonality? / Commodities / Gold and Silver 2012
By: Bob_Kirtley
Seasonality is observable in a wide variety of variables. In business, sales, production, inventory, man hours and the best time to discount can be at least partially predicted by seasonal effects. Gold is no different. In different months price swings occur somewhat predictably year after year. What causes this, to what magnitude does it occur and most importantly – how can we profit?
Sunday, February 12, 2012
Where a Nation's Gold and Your Gold Should Be Held: Part II / Commodities / Gold and Silver 2012
By: Julian_DW_Phillips
In Part I of this article we looked at the growing trend of governments moving their gold into their own home vaults to remove the influence and potential seizure of their gold when political policies clash with the country where the holding central bank was situated. We covered the dangers of holding gold at home and the difference in attitude individual's should have towards the problem of where and how to hold gold.
Saturday, February 11, 2012
Barley Investing Better Than Gold and Silver? / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Over the past five years, barley, of the eighteen commodities we follow, was the top performer. Rising by 180+% it bested Gold, +170%, and Silver, +150%. But why quibble? Nearly all commodity prices have done than paper equities. And perhaps they should, as real assets require real work to produce and are essential to the real world.
Saturday, February 11, 2012
The Gospel of Gold According to Peter / Commodities / Gold and Silver 2012
By: The_Gold_Report
Peter Grandich believes that we're in the midst of a stealth gold bull market. Grandich, editor and publisher of The Grandich Letter, recently penned the book Confessions of a Wall Street Whiz Kid, the moniker "Good Morning America" gave to him after he predicted the Black Monday stock market crash in 1987. He's now predicting gold to top $2,350/oz in this exclusive interview with The Gold Report.
The Gold Report: Going back to your time as a fund manager in the '80s on Wall Street, how does what was happening then compare with what is happening now?
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Saturday, February 11, 2012
Warren Buffett Trashes Gold, But What About Silver? / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
“Gold gets dug out of the ground, then we melt it down, dig another hole, bury it again and pay people to stand around guarding it. It has no utility. Anyone watching from Mars would be scratching their head.”-Warren Buffett
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Saturday, February 11, 2012
New Up-Cycle for Gold / Commodities / Gold and Silver 2012
By: Mike_Paulenoff
My big-picture analytics of spot gold argue that a 5.5 month cycle low ended -- and a new cycle started -- at the Dec 29 low of $1522.48, after a multi-month correction from the Sep 6 high of $1921.50.
The 21% decline concluded an intermediate-term correction within the larger, multi-year bull market in gold.
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Friday, February 10, 2012
Gold Down on Week Following Rejection of "Weak" Greek Reforms / Commodities / Gold and Silver 2012
By: Ben_Traynor
U.S. DOLLAR gold prices were on course for a second weekly fall Friday lunchtime in London, heading down towards $1700 an ounce following European ministers' rejection yesterday of Greece's latest austerity reforms.
Silver prices also traded lower, hitting $33.27 per ounce – 1.4% down on last week's close.
Stocks, commodities and the Euro all fell, while the Dollar gained along with prices for major nation government bonds.
Friday, February 10, 2012
Is Silver Outperforming The Gold Fractal? / Commodities / Gold and Silver 2012
By: Hubert_Moolman
Below, is an extract of my Silver Premium Update for 25 January 2012:
Since my last silver articles (here and here), the silver chart has been following the patterns, I have been tracking, quite nicely. Below is an updated version of the gold vs. silver fractal:
Friday, February 10, 2012
Buffett Says "Right To Be Fearful" of "Paper Money" Favours Stocks Over Cash, Bonds and Gold / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,715.50, EUR 1,295.21, and GBP 1,084.25 per ounce.
Yesterday's AM fix was USD 1,733.00, EUR 1,304.77, and GBP 1,094.20 per ounce.
The pattern of gold trading higher in Asia and falling just before or at the open in Europe continued again today. Gold ticked a little higher in Asian trade prior to sharp falls before the open at 0800 GMT when gold fell quickly fell from $1,729/oz to $1,715/oz.
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Friday, February 10, 2012
How Bull Markets Evolve into Bubbles / Commodities / Gold and Silver 2012
By: Jordan_Roy_Byrne
There is a science to market movements and various trends because human nature is consistent over time. Bear markets follow a pattern as do bull markets. In recent weeks we’ve noted the similarities between the past four equity bull markets. They start off strong for six or seven years before slowing down over the next five years. Then they break to new highs and eventually accelerate into a bubble. As we show in this update, change in valuation explains how bull markets evolve into bubbles.
Thursday, February 09, 2012
Manufacturing PMI Data Reflects Stronger Global Outlook, Supportive of Silver Industrial Demand / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
According to a Markit Economics survey of 30 nations’ purchasing managers, the world’s leading manufacturing nations began the year considerably better than expected. The Markit survey showed its Global Manufacturing Purchasing Manager’s Index had risen from 50.2 in December to 51.2 in January, with a number over 50 indicating expansion.
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Thursday, February 09, 2012
Gold and Silver Benefit From Continued U.S. Dollar Weakness / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
The dramatic rise in the price of precious metals — especially silver — in January was due in some part to the weakness in the U.S. Dollar among, with both gold and silver rising from their near term lows seen at the end of December 2011.
The inverse relationship in the valuation of the U.S. Dollar versus precious metals has continued to increase, with the U.S. Dollar approaching all-time lows against most major currencies, except against the Euro and the Pound Sterling.
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Thursday, February 09, 2012
What If Iran Closed The Straits Of Hormuz? / Commodities / Crude Oil
By: Andrew_McKillop
Jimmy Carter asked himself the same question 32 years ago and committed political suicide straight after - but had the time to install solar collectors on the White House roof, in winter, which incoming president Ronald Reagan moved swiftly to have ripped out. We are told that if Iran closed the Straits - possibly for a half day but not much longer before war action reversed the closure - this would give excited oil traders the leeway to make oil prices pop by $30 or $40 a barrel. Iran cutting off its crude oil exports to Europe, or having them embargoed by Europeans, would have a longer-term, slower upward impact on prices, especially in Europe, measured by a Brent premium against WTI that could go beyond $30 per barrel.
Thursday, February 09, 2012
Quantitative Easing Will Boost Inflation and Gold Price / Commodities / Gold and Silver 2012
By: Adrian_Ash
The WHOLESALE MARKET gold price slipped 0.6% to $1730 in London on Thursday morning, regaining most of that dip as the European Central Bank kept its key lending rate on hold and the Bank of England extended its purchases of UK government bonds to £325 billion ($515bn).
When completed, this new Quantitative Easing will see the Bank hold nearly one-third of the UK's outstanding national debt.
Thursday, February 09, 2012
Gold Will Advance to $2,500 If Euro Zone Breaks Up / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,733.00, EUR 1,304.77, and GBP 1,094.20 per ounce.
Yesterday's AM fix was USD 1,743.00, EUR 1,315.17, and GBP 1,095.95 per ounce.
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Thursday, February 09, 2012
Ben Bernanke is Every Gold Bug's Best Friend / Commodities / Gold and Silver 2012
By: Money_Morning
Frank Holmes writes:
After prices fell 10% in December, many investors wondered if the bull market in gold was running out of steam.
That was before Federal Reserve Chairman Ben Bernanke swooped in with a "red cape" and fired the bulls back up.
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Thursday, February 09, 2012
Waiting to Pounce on Gold and Silver Profits / Commodities / Gold and Silver 2012
By: Adam_Brochert
Let me start by re-iterating that I am a secular permabull on physical precious metals, particularly Gold. When you're dealing with the end of the road for the current international monetary system (a la the 1930s and the 1970s), there's only one asset that is a complete no-brainer to own. As a hint, that asset is shiny and owned by every central bank in the world "just in case."
However, I also like to trade. When trading, I would sell or buy anything if I though there was a profit to be had. For example, my subscribers and I have been short senior Gold stocks as a "scalp" trade over the past week. Does this make me a traitor? I don't think in those terms, as I am a more practical Gold bug/bull. The more paper I make, the more metal I can buy.
Thursday, February 09, 2012
Should Investors Reconsider Cash and Gold as Safe-Havens? / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
The staggering global debt crisis continues to linger on in the financial markets, as a country as small as Greece is unable to successfully deal with its debt addiction. Greece is certainly not alone in this mess, which has investors worldwide seeking out safe-haven instruments such as cash and precious metals. However, as markets and regulations change, investors are forced to rethink their safe-haven choices. Cash is considered to be king, but how well is this notion holding up in today’s market?
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Wednesday, February 08, 2012
SILVER: The Illegitimate Child Of The Commodities Family / Commodities / Gold and Silver 2012
By: I_M_Vronsky
Since January 1980 the values of US Commodities have been affected by growing demand and the price increasing effects of inflation. All commodities have enjoyed price increases�ALL EXCEPT SILVER, which is virtually flat�even though the demand for the white metal has been explosive in recent years.
The chart below shows the nominal (actual) price increases during the past 32 years (since January 1980 to close of February 3, 2012):