Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Thursday, December 29, 2011
Is The Gold Bull Market Really Dead? / Commodities / Gold and Silver 2012
Before I start I am not some expert who preaches about the “funny mentals” there are far more experienced commentators around that can tell you more about gold, I am a mere mortal, all I do is trade price, I don’t use the news regarding why gold should be up or down, I simply count waves.Read full article... Read full article...
Thursday, December 29, 2011
Silver Awaiting Pivot Low / Commodities / Gold and Silver 2012
Since its Sept-Oct recovery rally peak at $35.71, spot silver prices have stair-stepped to the downside towards a retest of the Sep 26 spike low at $26.02. If violated and sustained, this should trigger a final bout of long liquidation that presses silver into a minimum target zone in the vicinity of $25.00, but possibly into the $22.00-$20.00 target support zone, where I will be expect price stability ahead of the emergence of a sharp recovery rally period.
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Thursday, December 29, 2011
Gold Near-Term Forecast 2012 / Commodities / Gold and Silver 2012
Gold is consolidating below $1600 as we enter the last week of the year. The last London gold fix of 2010 was $1405, so barring any dramatic price changes in the last week of the year, the yellow metal is on-track for yet another double-digit gain of about 14%.
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Wednesday, December 28, 2011
Solar Energy Breakthrough: Cheap Quantum Dot Solar Paint / Commodities / Renewable Energy
Researchers have reduced the preparation time of quantum dot solar cells to less than an hour by changing the form to a one-coat quantum dot solar paint.
How?
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Wednesday, December 28, 2011
Gold and Silver Bear, India Massive Keynesian Economic Failure / Commodities / Gold and Silver 2011
2011 has been a truly enlightening year. We learned that change had not arrived, despite all our hope. We learned that the U.S. Congress cannot be trusted to prevent the financial calamity which lies ahead for the U.S. But most important, we learned that Keynesianism, a form of socialism taught in modern day academia, has been a complete failure, and perhaps a complete hoax.
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Wednesday, December 28, 2011
CO2 Emissions Allowances, Get Ready For A Tumble In Hot Air Credits / Commodities / Climate Change
Europe's mandatory CO2 emissions allowances (called EUAs), and their alphabet soup of derived and related "financial instruments" have traced a boom and bust in notional or paper "value" similar to the paper shuffled by the USA's voluntary scheme for "monetizing" carbon. In both cases the supposed goal was generating the financial support needed for Energy Transition away from fossil energy to low carbon green energy. At a moment when the European Commission and the EU's investmenk bank the EIB are possibly taking actions which can implode the European carbon finance system, one of the many ironies is that 2011 in Europe was one of the warmest, or least cold years ever recorded. Despite this, restoring credibility and more important, the cash flows needed to keep high-living carbon traders at their playstations rolling the dice, is unlikely.
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Wednesday, December 28, 2011
London Gold and Silver Prices Catch Up with Indian Slump / Commodities / Gold and Silver 2011
THE PRICE OF physical gold bullion fell again as London re-opened Wednesday after the Christmas and Boxing Day holidays, dropping to two-week lows against all major currencies in what dealers called a "very quiet session".
London dealers returning to work caught up with a 1.4% drop for the week so far, plus news of falling industrial output in Japan, seasonally low jewelry demand in Indian – the world's No.1 gold buying nation – and also a new edict from the People's Bank of China, banning all non-official gold trading exchanges in the world's No.2 gold consuming country.
Tuesday, December 27, 2011
China Cracks Down on Gold Exchanges / Commodities / Gold and Silver 2011
Governments hate competition. Due to record breaking gold prices this year, more unauthorized gold exchanges have been created to capitalize on gold fever. However, China regulators are not happy about the competition.
A joint statement issued by People’s Bank of China, the Ministry of Public Security and other regulators recently announced, “No local authority, institution or individual is allowed to set up gold exchanges.” In essence, gold exchanges in China, except for two in Shanghai are to be banned. The joint statement also explained that the Shanghai Gold Exchange and the Shanghai Futures Exchange are sufficient enough to meet domestic investor demand for spot gold and futures trading.
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Tuesday, December 27, 2011
Gold Might Have Already Hit Rock Bottom / Commodities / Gold and Silver 2011
If you’re looking for a post-Christmas read, take a look at a book called “The Great Stagnation” by Tyler Cowen of George Mason University whose theme is laid out in its subtitle: “How America ate all the low-hanging fruit of modern history, got sick and will (eventually) feel better.”
The interesting aspect of this book is Prof Cowen’s explanation on how the US got into its predicament.
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Monday, December 26, 2011
Oil Crisis In 2012 / Commodities / Crude Oil
Will we have a massive oil crisis in 2012 ? If it happened, what would it do to the struggling global economy ?
One other question is easier to answer: can we compare this almost certain coming crisis with the Hunt for the Quark, snark or Higgs boson ? Defenders of the claim the Higgs boson exists only have their research budgets and scientific kudos to worry about, but defenders of the present de facto claim that global oil supply is secure "because of high oil prices" face a much more complex challenge.
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Saturday, December 24, 2011
Why Buy Gold Now, Forecast $4,500 / Commodities / Gold and Silver 2012
On the economic front we see that for the month of October personal income had gained 0.4% while spending had increased 0.1%. For November, economists polled by MarketWatch had expected personal income to gain 0.2%, and for spending to also rise 0.2%. Meanwhile, there was no growth in November for the price index for personal consumption expenditures, though this inflation gauge is up 2.5% from the prior year. The core inflation reading, which excludes volatile food and energy costs, rose 0.1% in November, matching economists' expectations. Compared with the prior year, core inflation is up 1.7%. The personal-saving rate declined to 3.5% in November from 3.6% in October, and down considerably from the 7.1% rates we saw during the summer. Finally we see that credit card debt increased considerably during the month of October.
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Friday, December 23, 2011
Gold Tilts Towards a Short-term Move Up / Commodities / Gold and Silver 2011
Why anyone would rather stuff their Christmas stockings with fiat currency than with physical gold is beyond understanding. To us “dash for cash” seems rash.
There has certainly been very little Christmas cheer for gold bulls recently. The beating is tough, but it’s not the first time we’ve experienced it, nor is it likely to be the last in a secular bull market that has still has years to run. Gold takes four steps forward and then three back. We just have to stay in the game.
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Friday, December 23, 2011
Gold Christmas Week Rally Spied as ECB Member Sees "No Reason" Not to Use Q.E. / Commodities / Gold and Silver 2011
WHOLESALE PRICES to buy gold were little changed in London on Friday, ending the short pre-Christmas session at $1607 per ounce, some 0.6% higher against the Dollar from last week's finish.
Silver prices also held flat, moving in a tight range below $29.50 per ounce and recording a London Fix almost 1.9% down for the week at midday.
Friday, December 23, 2011
Riders On The Gold and Silver Storm / Commodities / Gold & Silver Stocks
Those of us who are buyers and believers in the long term continuing secular rise in resource equities are going through a time of testing. The marketplace will present participants with years such as 2011.
We reiterate our guiding principles at precisely these times that tests our basic mission statement. First and foremost is the avoidance of margin. Mining stocks are characteristically volatile and subject to turbulent corrections.
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Friday, December 23, 2011
Long-Term Uranium Stock Prospects Supports Rising Trend / Commodities / Uranium
At the beginning of 2011, analysts everywhere championed a "renaissance" of nuclear power. The Japanese tsunami and subsequent Fukishima nuclear accident in March challenged market sentiment; spot prices and stocks alike suffered setbacks. The Energy Report has been there for the entire wild ride, interviewing industry experts, sharing sector news and scouting out the best companies for any market. Read on for a retrospective of expert commentary on this still-promising sector.
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Friday, December 23, 2011
Gold and Silver 2012 Bullish and Bearish Arguments / Commodities / Gold and Silver 2012
After the sharp drop in precious metals recently, many people (including me) wonder what will happen next with Gold & Silver (& other PM’s).
To be honest, I don’t know where gold will be in 1 week or a 1 month from now. However, there are some facts that are compelling, which can help us in our decision-taking process.
In this article, I will describe both the Bullish & Bearish arguments for Gold, Silver and PM Stocks.
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Thursday, December 22, 2011
What's Up with Gold Mining Stocks? / Commodities / Gold & Silver Stocks
Claims that the gold bull market has ended are incorrect. One of the main causes of recently lower precious metals prices is the fact that the U.S. dollar has strengthened against the Euro. Since the U.S. dollar is the world reserve currency, a stronger dollar lowers the U.S. dollar prices of global commodities. Also, financial flights to safety, e.g., out of the Euro or European sovereign bonds, temporarily increase demand for U.S. dollars and U.S. Treasuries, strengthening the U.S. dollar against other currencies and lowering U.S. Treasury yields.
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Thursday, December 22, 2011
Gold Flat in Thin Holiday Trade as Euro Stocks Rally / Commodities / Gold and Silver 2011
THE PRICE OF spot gold bullion was little changed Thursday morning in London, easing back from $1610 per ounce after yesterday's sharp spike and pullback in what dealers again called "thin" trade ahead of Christmas.
European stock markets reversed Wednesday's drop to trade near two-week highs.
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Thursday, December 22, 2011
What Are ECB Actions and Utility Stocks Saying About Gold? / Commodities / Gold and Silver 2011
Despite calls for the death of the gold bull market, the precious metal managed to climb $21 higher on Tuesday to settle above the $1,600 psychological level. The U.S. dollar declined as the euro sustained a move above $1.30. While many expect today’s European Central Bank loan offering to add some form of stability to the euro zone, investors are still remaining cautious.
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Thursday, December 22, 2011
Gold, Silver and Dollar on the Verge of a Big Move / Commodities / Gold and Silver 2011
The past few months have been tough for those holding precious metals stocks, PM futures contracts or physical bullion. With silver is trading down 41%, precious metals stocks down 30% and gold 15%. It has people scratching their head.
The question everyone keeps asking is when can I buy gold and silver?
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