Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Thursday, February 09, 2012
Gold and Silver Benefit From Continued U.S. Dollar Weakness / Commodities / Gold and Silver 2012
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
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.
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Thursday, February 09, 2012
Quantitative Easing Will Boost Inflation and Gold Price / Commodities / Gold and Silver 2012
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
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
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
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
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
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):
Wednesday, February 08, 2012
A New Reason Gold Stocks Will Soar / Commodities / Gold & Silver Stocks
Jeff Clark, Casey Research writes: There are a number of reasons why many of us believe gold stocks will shoot for the moon before this bull market is over – they've done so many times in the past… the gold price still has a long way to climb… and producers are generating record revenue and profits. But I think there's another reason why gold stocks will soar – one that hasn't dawned on many in the industry yet.
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Wednesday, February 08, 2012
Gold Increases In Value During Inflation or Deflation Scenarios / Commodities / Gold and Silver 2012
Gold’s London AM fix this morning was USD 1,743.00, EUR 1,315.17, and GBP 1,095.95 per ounce.
Yesterday's AM fix was USD 1,720.00, EUR 1,308.98, and GBP 1,087.56 per ounce.
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Wednesday, February 08, 2012
Gold Holds Steady as U.S. Dollar Hits 2-Month Low / Commodities / Gold and Silver 2012
WHOLESALE MARKET prices for gold bullion held steady just below $1750 per ounce Wednesday morning in London – a 2.2% gain on yesterday's low – after rallying Tuesday following comments from US Federal Reserve chairman Ben Bernanke.
Silver bullion eased slightly this morning after hitting $34.55 per ounce – its highest level since November 16.
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Wednesday, February 08, 2012
Iran Crisis Sets Stage for Crude Oil $200 / Commodities / Crude Oil
Dr. Kent Moors writes: Just when it looked like we could take a breather from the Strait of Hormuz, all attention is back on Iran.
There are three reasons for this - all happening within the last week:
1.First was Tehran's successful launch of a satellite, viewed by all in the region as being for military intelligence.
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Wednesday, February 08, 2012
Graphite and Rare Earth Metals for the 21st Century / Commodities / Metals & Mining
The list of once-obscure metals and minerals that are becoming "strategic" seems to be growing daily. However, population growth and rising living standards in developing countries are driving demand for most raw materials. In this exclusive interview with The Critical Metals Report, Institute for the Analysis of Global Security Senior Fellow Jack Lifton explains how increasing demand and harder-to-mine deposits are raising prices on these essential materials.
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Wednesday, February 08, 2012
Gold Odysseus Journey Continues! / Commodities / Gold and Silver 2012
Gold is the Odysseus of the markets, destined to wonder the hinterland of the financial world for years without achieving the deserved safe haven status. Like Odysseus gold will eventually arrive and the general population will embrace it for what it is, the one and only store of wealth that exists today. Loathed and assailed by the mainstream press, gold is deliberately kept hidden in the financial shadows by those that continue to shovel out paper “assets” like so much manure. Right now the Dow is all the rage with the press as they preach the gospel of the US stock market as a port in the storm. They do so with an old time religious fervor that would make a snake oil salesman blush. The object of the message is to pry that last penny from the hands of the last widow and orphan left standing. Value be damned! There is always a greater fool out there who will want your paper asset at some higher price.
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Wednesday, February 08, 2012
Where a Nation's Gold and Your Gold Should be Held / Commodities / Gold and Silver 2012
Purpose of Holding Gold
Most central banks hold their nation's gold in the vaults of the world's leading financial centers' central bank vaults. These include New York, London, and Canada among others. In a peaceful, cooperative world, this is sensible as one of the prime purposes of central banks holding gold is to cover the nation's international trade payments when their own currency becomes unacceptable and their reserves of foreign exchange are depleted. By positioning the gold outside the country, it's instantly accessible for payments or guarantees of payments.
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Tuesday, February 07, 2012
Gold and Silver Remain Strong as Greece Debt Nears Deadline / Commodities / Gold and Silver 2012
Precious metals posted their worst daily performance of the year on Friday. A stronger-than-expected, but highly criticized unemployment report added strength to the U.S. recovery story and the dollar. Now, the U.S. dollar continues to climb higher as Greek politicians struggle to agree on an austerity plan that is needed in order to secure another bailout for the country. Although the euro is giving a boost to the dollar, gold and silver continue to maintain key support levels.
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Tuesday, February 07, 2012
Abandoning the U.S. Dollar for Gold / Commodities / Gold and Silver 2012
Jan Skoyles looks at the recent stories of countries abandoning the dollar for gold in international transactions. This will have implications for the gold price, but will it have an impact on further debates involving the gold standard. At The Real Asset Co we promote a return to sound money and so developments such as those discussed below always grab our attention.
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Tuesday, February 07, 2012
Finding Fundamentals Key to Gold Stocks Investing / Commodities / Gold & Silver Stocks
The market isn't rewarding fundamentals just yet for precious metal miners, according to Byron King, editor of Daily Resource Hunter, Outstanding Investments and Energy & Scarcity Investor published by Agora Financial of Baltimore. But in this exclusive interview with The Gold Report, King maps out when rising gold prices will actually lead to rising stock prices for companies with quality projects and solid treasuries.
The Gold Report: Byron, anyone who reads your reports knows two things: you like to tell stories and you like precious metals. The gold price has spent the last 11 years trending higher. Do you see it continuing upward?
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Tuesday, February 07, 2012
Gold Compared to Past Bubbles / Commodities / Gold and Silver 2012
Bubbles Come, Bubbles Go.
The chart below shows us the “classic bubble pattern”.
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Tuesday, February 07, 2012
Bullish Digestion for Gold, Euro / Commodities / Gold and Silver 2012
Spot gold continues to respect the integrity of its up-slanted channel off of the Dec 29 corrective low at $1522.48. As long as the lower channel support line remains intact in the vicinity of $1700, the uptrend channel will continue to dictate the directional action of gold.
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