Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Wednesday, December 07, 2011

What is Gold's Primary Trend? / Commodities / Gold and Silver 2011

By: Jesse

The market maven Richard Russell often speaks about 'the primary trend' in certain assets and markets.

I speak of it as the fundamentals, and also the primary trend.

Someone asked, "What is the primary trend in gold?"

Wednesday, December 07, 2011

Gold Rallies, Stocks Fall, ECB Borrowing "Positive for European Liquidity" / Commodities / Gold and Silver 2011

By: Ben_Traynor

SPOT MARKET gold prices jumped to $1737 an ounce Wednesday aftetnoon in London, as rumors continued to build of more aggressive monetary stimulus ahead of tomorrow's European Central Bank meeting.

German opposition to proposed changes to the Eurozone's rescue framework also threw doubt on whether this Friday's summit will deliver a significant deal.

Wednesday, December 07, 2011

Gold Is Crucial Diversification - Hedge Against Monetary and Systemic Risk / Commodities / Gold and Silver 2011

By: GoldCore

Gold is trading at USD 1,724.70, EUR 1,289.70, GBP 1,099.30, CHF 1,105.5, JPY 134,050 and AUD 1,679.4 per ounce.

Gold’s London AM fix this morning was USD 1731.00, GBP 1108.20, and EUR 1,289.96 per ounce.

Yesterday's AM fix was USD 1,720, GBP 1,098.76, and EUR 1,284.54 per ounce.

Wednesday, December 07, 2011

The Age of Rare Earth Metals / Commodities / Metals & Mining

By: Critical_Metals_Repo

Just as the Bronze Age catapulted human civilization to new levels, so are critical metals changing the way we live in the modern world. Despite weak across-the-board market sentiment, Jacob Securities Analyst Luisa Moreno maintains that rare earths will continue to revolutionize our daily lives. In this Critical Metals Report exclusive, Moreno explains how to pinpoint investment opportunities as new projects inevitably come online.

Wednesday, December 07, 2011

Gold Resource Stocks Searching For Direction / Commodities / Gold & Silver Stocks

By: The_Greedy_Guru

As we approach the end of the year traditional tax loss selling with be evident in many of the resource shares. This has been a terrible year on balance for these companies and it is reasonable to expect more pain as we approach year end.

However, this should be the last move down before this sector takes off to the upside, a move that has been much awaited by most of the analysts and newsletter writers. 

Tuesday, December 06, 2011

Gold FIX Driving the Price / Commodities / Gold and Silver 2011

By: Julian_DW_Phillips

In the last couple of weeks, we've noticed the variance of the gold Fixing price and the open market price. In the past, the two tended to dovetail giving the appearance of synchronicity. But in the last week, open market prices have tried to take the gold price down only to be pulled up by the price established at the London gold Fixing. There is a structural change happening in the market, bringing the relevance of the physical market to a far more important pricing role that it has had before. As with other markets, it is the small amounts of gold sought after in the open markets -to top-up unforeseen needs, as opposed to the amounts directly contracted with suppliers that dictates the gold price. With these alterations, that pattern is beginning to change. Why?

Tuesday, December 06, 2011

Gold Falls following Euro-zone Credit Downgrades Warning / Commodities / Gold and Silver 2011

By: Ben_Traynor

WHOLESALE MARKET gold bullion prices dropped to $1707 an ounce Tuesday lunchtime in London – 2.2% down from where they ended last week – while stock markets lost their recent momentum after a ratings agency announcement warned that 15 Eurozone governments could have their credit ratings cut.

Tuesday, December 06, 2011

Gold For Bonds in Japan as Bond Buyers Get Gold Coins / Commodities / Gold and Silver 2011

By: GoldCore

Gold is trading at USD 1,718.90, EUR 1,282.70, GBP 1,099.30, CHF 1,587.50, JPY 133,650 and AUD 1,679.40 per ounce.

Gold’s London AM fix this morning was USD 1,720.00, GBP 1,098.76, and EUR 1,284.54 per ounce.

Yesterday's AM fix was USD 1,744, GBP 1,114.88, and EUR 1,296.08 per ounce.

Tuesday, December 06, 2011

Why Gold Stocks Have Underperformed and What Lies Ahead / Commodities / Gold & Silver Stocks

By: Jordan_Roy_Byrne

Gold is higher by 20% this year but the large cap gold stocks (GDX) are down 6% while the junior gold stocks (ETF) are down 25%. With Gold higher by 20%, we’d normally expect the gold stocks to be up 50% and more. Needless to say 2011 has been a difficult year for gold bugs. Its been a near disaster for most junior gold stocks. That being said, there are important but often ignored reasons why the gold shares have underperformed this year and reasons to consider why a big move may be only months away.

Tuesday, December 06, 2011

Deflation Is Coming, Will be Good for Gold Stocks / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Jay Taylor believes the biggest challenge facing the U.S.—deflation—could mean a better year, or even decade, for junior gold stocks. Taylor, editor of Jay Taylor's Gold, Energy & Tech Stocks, has ridden some equities to the bottom of this punishing market and is ready to pile more cash into small gold companies. In this exclusive interview with The Gold Report, he explains why market sentiment hasn't shaken his faith.

Tuesday, December 06, 2011

Meat-to-Feed Ratio: Feeding the Agricultural Commodities Bull? / Commodities / Agricultural Commodities

By: Ned_W_Schmidt

With 2011 about to be history, investor should be thinking about two matters. How did various market sectors perform during the year, and why did they do so? That task is part of the learning process. It allows us to refine our thinking, and shed thoughts that will not be productive in the future. Second, we are of course interested in the implications of current trends for investments in the coming year. 2012 is still a blank page. Thus far as 2012 is concerned, we have made no mistakes. To start this learning process the first chart portrays the performance of the various sectors of the Agri-Food market over the past year.

Monday, December 05, 2011

Bullish Pattern for Gold / Commodities / Gold and Silver 2011

By: Mike_Paulenoff

Although Italian and Spanish bond yields have plunged today, in reaction to optimism about a forthcoming "real deal" to solve or contain the Euro-zone debt crisis, let's notice the neither the price of spot gold nor the Euro/USD appear impressed -- at least not if the solution implies a massive ECB liquidity injection.

Monday, December 05, 2011

Are Gold and Silver Waiting on Another Catalyst? / Commodities / Gold and Silver 2011

By: Eric_McWhinnie

Last week, gold futures for December delivery increased 3.6%, while silver futures gained 5.1%. The catalyst for the gains came from central banks agreeing to make dollar borrowing cheaper for the euro zone. Currently, gold and silver are holding onto gains as investors wait for another catalyst.

Monday, December 05, 2011

Gold’s 4th Wave Consolidation Nears Completion and Breakout / Commodities / Gold and Silver 2011

By: David_Banister

Back in August with Gold running to parabolic wave 3 sentiment induced highs, I warned of a major top and multi-month correction. We all know that the fundamentals for the shiny metal are stronger than ever, but you must keep in mind that the market prices all that in well l in advance. Coupled with excessively bullish sentiment that was capped off by a USA Today cover with Gold on it, it was easy to see a major sentiment correction and therefore price decline was at hand.

Monday, December 05, 2011

Gold Limbering Up to Breakout Upside from Consolidation Triangle / Commodities / Gold and Silver 2011

By: Clive_Maund

It is now evident that the gold price has been trapped in a narrowing trading range since its early September pre-plunge peak - a Symmetrical Triangle. This type of Triangle, which indicates a state of collective indecision, can lead to a breakout in either direction, depending on what fundamental developments ensue. The main reason that this large standoff pattern has developed at this juncture, in addition to that of an overbought condition having developed that needed correcting, is that the market has been unable to determine which of the primary economic conditions of deflation or inflation is set to take precedence.

Monday, December 05, 2011

Silver Price at Good Entry Point for Major Up-trend / Commodities / Gold and Silver 2011

By: Clive_Maund

With Europe teetering on the verge of collapse, the world has been teetering on the verge of a deflationary implosion, and it still is. That is the reason for the recent severe downdraft in the markets. What is believed to be happening now is that the global banking elites, who ARE the de facto government in many countries, like the US, are scrambling to prevent the collapse of their European division. The stakes are immense - if they succeed they "will kick the can down the road" and push all or much of the banks' bad debts off onto the electorate and taxpayers via austerity measures, bailouts and tax hikes and the course will be set for a hyperinflationary depression, if they fail then we will see the more immediately dramatic and much feared deflationary implosion.

Monday, December 05, 2011

Indian Dealers Seeing "Virtually No Demand for Gold" Despite Wedding Season / Commodities / Gold and Silver 2011

By: Ben_Traynor

THE DOLLAR gold price fell to $1731 per ounce by Monday lunchtime – 0.8% below where it ended last week – while stocks and commodities edged higher and US Treasury bond prices fell ahead of a meeting between the leaders of France and Germany in Paris.

"There is likely to be a fair amount of volatility on the political front this week," warns Nic Brown, head of commodities research at Natixis.

Monday, December 05, 2011

Gold to House Prices Ratio May Plunge / Commodities / Gold and Silver 2011

By: Shelby_H_Moore

Increased volatility of the ratio is possible, due to financialization.

Understanding PHYSICAL gold at this juncture is critical to preserving your networth.

Monday, December 05, 2011

BOA 2012 Top Trades- Buy Gold Versus Euro; Iran Warns of Oil at $250 / Commodities / Gold and Silver 2012

By: GoldCore

Gold is trading at USD 1,740.10, EUR 1,295.90, GBP 1,114.30, CHF 1,604.5, JPY 135,900 and AUD 1,700.4 per ounce.

Gold’s London AM fix this morning was USD 1,744, GBP 1,114.88, and EUR 1,296.08 per ounce.

Friday's AM fix was USD 1,751.00, GBP 1,116.50, and EUR 1,298.29 per ounce.

Monday, December 05, 2011

Silver Forecast To Follow Gold And Double Its 1980 High At Least / Commodities / Gold and Silver 2011

By: Hubert_Moolman

It is well established that there is a high correlation between how the price of gold and silver trades. Thanks to this relationship between gold and silver, one is able to use historical trading data of the one good, in order to project what may happen to the price of the other.