Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Saturday, November 26, 2011

Disappointing Year for Gold and Silver / Commodities / Gold and Silver 2011

By: Ned_W_Schmidt

2011 is very soon to become a disappointment. U.S. dollar was popularly forecast to be zero by now. As is readily evident in the chart, a second possibility existed. Why did the dollar not go to zero? Well first, that was a ridiculous expectation. Secondly, that forecast was doomed to failure because it rapidly became the consensus forecast.

Saturday, November 26, 2011

Energy And Commodities - The Coming Supply Threat / Commodities / Energy Resources

By: Andrew_McKillop

Frenetic speculation on ever more opaque and complex, intensely rigged energy and commodity markets has generated a contango-dominated context where only high prices now, and higher prices further out can save the day - for market operators and players. This applies almost across the board and with few exceptions. The so-called market neutral change-on-a-dime flexibility does not apply for pure and basic financial reasons: equities have taken a solid beating and the loss has to be made up somewhere else in the "seamless asset space".

Friday, November 25, 2011

The Ready Gold Bullion Boys / Commodities / Gold and Silver 2011

By: Richard_Mills

It's been said Alaska has been discovered four times; first for furs, then fish, gold and finally, oil. Alaska's history has therefore been one of boom to bust to boom. There is no doubt that gold played the major part in the development of Alaska and today precious and base metals are again playing a major role in the state's economy.

In 1850 gold was discovered on the Russian River in the Kenai Peninsula and in 1861 gold was again found at Telegraph Creek near present day Wrangell.

Friday, November 25, 2011

Gold Triple Play – Volatility, Currencies and Europe / Commodities / Gold and Silver 2011

By: Frank_Holmes

Resurgent investment lifted global gold demand 6 percent from the previous year to just over 1,000 tons during the third quarter of 2011, according to the latest Gold Demand Trends Report from the World Gold Council (WGC).* The ­­­potent cocktail of inflationary pressures in the emerging world and the European sovereign debt fiasco left investors searching for a safe haven—they looked for it in gold.

Friday, November 25, 2011

Gold and Currency Wars as Russia Adds 19.5 Tonnes to Reserves in October Alone / Commodities / Gold and Silver 2011

By: GoldCore

Gold is trading at USD 1,680.50, EUR 1,268.60, GBP 1,084.30, CHF 1,554.30, JPY 130,130 and RUB 53,210 per ounce.

Gold’s London AM fix this morning was USD 1,676.00, GBP 1,084.02, and EUR 1,263.86 per ounce.

Yesterday's AM fix was USD 1,699.00, GBP 1,094.72, and EUR 1,270.38 per ounce.

Friday, November 25, 2011

Gold Falls on 'Black Friday' / Commodities / Gold and Silver 2011

By: Ben_Traynor

U.S. DOLLAR gold prices looked set for a second weekly drop in a row Friday lunchtime, after falling as low as $1672 an ounce – 7.2% down on the November high – while stocks, commodities and government bond prices also lost ground as Belgium became the latest country to be sucked into the European sovereign bond crisis.

New York's Comex gold futures exchange will close early today – having been shut for Thanksgiving yesterday – as US shoppers hit the stores in search of Black Friday discounts.

Thursday, November 24, 2011

Hang onto Gold But Brace for Potential Price Volatility Ahead / Commodities / Gold and Silver 2011

By: William_Bancroft

In the World Gold Council’s (WGC) last quarterly research piece, the authors find that ‘average gold price volatility is lower for each represented year since 1980’ meaning that ‘gold also becomes less susceptible to sharp swings, heralding its value as a tail-risk hedge’. This statement got us thinking about what the future has in store for future gold price volatility, given that many market participants forecast greater volatility in other markets. In particular we think of the superbly eloquent Rick Rule, who looks for greater volatility presenting itself in a great range of markets as pressures within the financial system build.

Thursday, November 24, 2011

Gold Price Going to Fall to $1,500? / Commodities / Gold and Silver 2011

By: Julian_DW_Phillips

With the worsening Eurozone crisis and the failure of government to manage the U.S. debt responsibly, markets are fearful of a meltdown. Traders are driving prices down in the knowledge that many positions are geared [leveraged] and exposed to margin calls. Other positions are protected by 'stop loss' instructions, so can be triggered by prices moving down through support levels. Potential buyers are in no hurry to enter the market, either because they feel there is further to fall or because the volumes dictating price moves are too thin to get the sort of positions they want. Overall, the investment climate is very wintery from the bottom of the financial structures right up to the markets themselves.

Thursday, November 24, 2011

Gold and Silver "Need Dollar to Weaken" as Debt Downgrades Strike Portugal and Egypt / Commodities / Gold and Silver 2011

By: Ben_Traynor

The WHOLESALE-MARKET gold price briefly crept back above $1700 per ounce once again on Thursday morning in London, rising faster in Sterling and Euros as they slipped back versus the Dollar on the forex market.

With New York shut for Thanksgiving, Japan's Nikkei index fell to its lowest level since April 2009, but European stock markets bounced hard from this week's 6% drop.

Thursday, November 24, 2011

Silver Margin Requirements: How the CME System Increases Price Volatility / Commodities / Gold and Silver 2011

By: Bob_Kirtley

In this article we investigate the 2011 Chicago Mercantile Exchange (CME) silver margin requirement increases and what effect they have had. Margins necessarily need to rise and fall, to ensure there is minimal default risk in the market, but the system the CME utilizes to achieve this has a lot of room for improvement in our view.

Thursday, November 24, 2011

Gold Stocks Due for a Breakout Soon / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Gold stocks may have been underperforming investor expectations for many months, but that could be changing very soon. In this exclusive interview with The Gold Report, Jordan Roy-Byrne, CMT, explains how he uses relative strength analysis to pick winners for the readers of The Daily Gold Newsletter. His technical work points to a turnaround in precious metals stock prices in the coming months, leading to a huge market top near the end of the decade. In the meantime, investors can feast on some of his favorite recommendations, which he describes in detail.

Wednesday, November 23, 2011

Liquidity Crunch Brings Down Precious Metals / Commodities / Gold and Silver 2011

By: Eric_McWhinnie

In this liquidity strapped market, gold and silver continue to decline. Last week, gold fell 3.5%, while silver declined 6.5%. Now, gold and silver continue to head lower as liquidity evaporates and the US dollar strengthens.

Wednesday, November 23, 2011

Gold Slides as Euro Falls after "Disastrous" German Bond Auction / Commodities / Gold and Silver 2011

By: Ben_Traynor

U.S. DOLLAR gold bullion prices slid to $1685 an ounce Wednesday morning in London – 6.5% down on the November high – having briefly moved back above $1700 a few hours earlier.

"Negative sentiment surrounding the Eurozone sovereign debt crisis and concerns that some economies are heading for a 'double-dip' recession continues to lift market uncertainty and consequent choppy conditions," says a note from Swiss gold bullion refiner MKS.

Wednesday, November 23, 2011

Gold Supported as Eurozone Contagion Deepens After Disastrous German Auction / Commodities / Gold and Silver 2011

By: GoldCore

Gold is trading at USD 1,687.10, EUR 1,262.60, GBP 1,086.30, CHF 1,554.20, JPY 130,590 and CNY 10,760 per ounce.

Gold’s London AM fix this morning was USD 1,686.00, GBP 1,083.55, and EUR 1,260.46 per ounce.

Wednesday, November 23, 2011

Gerald Celente Loses Six Figures in MF Global Bankruptcy, Investors Beware / Commodities / Scams

By: GoldSilver

Those of you who frequent the Gold Silver News, know and recognize Gerald Celente, the founder and publisher of The Trends Journal.

This past week Mr. Celente revealed that he has lost more than six figures of funds with Lind-Waldock, a commodities futures brokerage that was owned by MF Global (who filed for bankruptcy on October 31, 2011).

Wednesday, November 23, 2011

An Inside Look at Europe's Energy Challenges / Commodities / Energy Resources

By: Money_Morning

Dr. Kent Moors writes: I am in Frankfurt, Germany right now attending three days of meetings, and I must say they're shaping up to be quite interesting.

The focus is on structuring a new financial and organizational approach to developing Polish shale gas.

Wednesday, November 23, 2011

Time For U.S. To Focus On Mining Stocks / Commodities / Metals & Mining

By: Jeb_Handwerger

The markets have spoken in response to the failure of the Super-committee to reduce spending in Washington with a major decline. This is less than a stellar review for currently elected officials going into the 2012 election. At this point, the marketplace is saying that the "Emperor's Have No Clothes". The word emperor is deliberately chosen. Latter day royalty comports behind the scenes in collegial collusion. It is not too far fetched to suspect the unbelievable. The fix may be in.

Wednesday, November 23, 2011

The Silver Market Lacks Integrity / Commodities / Gold and Silver 2011

By: Ron_Hera

The Hera Research Newsletter (HRN) is pleased to present an incredibly powerful interview with Keith Neumeyer, Chief Executive Officer, President and Director of First Majestic Silver Corp. (TSX:FR / NYSE:AG).

Mr. Neumeyer began his career at the Vancouver Stock Exchange and worked in the investment community for 26 years beginning his career in a series of Canadian national brokerage firms including McLeod Young Weir (now Scotia McLeod), then Richardson Greenshields and then Walwyn Stogell McCuthchen (which became Midland Walwyn).

Tuesday, November 22, 2011

Is Gold Still the Answer for Investors? / Commodities / Gold and Silver 2011

By: Casey_Research

Bud Conrad, Casey Research writes: Though late to the party as usual, the proverbial man on the street – along with members of mainstream media and Wall Street heavyweights – is finally waking up to the decade-long, 700% increase in the price of gold, joining a growing buzz around the monetary metal. From questions whether gold is in a bubble to predictions that soaring prices are just around the corner, one thing is clear: a new phase of awareness for gold is upon us. How far might it move before these troubling times are over?

Tuesday, November 22, 2011

Sovereign Debt Worries Could Spur Gold Rally / Commodities / Gold and Silver 2011

By: Ben_Traynor

U.S. DOLLAR prices to buy gold climbed to $1699 an ounce Tuesday morning London time – though still 1.5% down for the week so far – following yesterday's sharp drop which saw gold fall to a four-week low of $1668.

Sovereign debt concerns meantime continued to make headlines in both Europe and the US, as Spain saw its borrowing costs rise further and US politicians lamented the deficit super committee's collapse.