Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Sunday, October 02, 2011
Gold, Exciting Times / Commodities / Gold and Silver 2011
By: Adam_Brochert
The big picture is shaping up quite nicely now that we have ended another quarter. A nasty cyclical global equity bear market has begun, the third of the ongoing secular bear market for "advanced" Western economies that began in 2000. As an advanced economy, Japan is the odd man out, as they have been mired in a secular equity bear market for almost 22 years now. There are some interesting "big picture" nuances to this cyclical bear as they relate to precious metals that should provide phenomenal profit opportunities for those with cash on hand.
Saturday, October 01, 2011
Are Silver and Copper Prices Predicting a Global Recession? / Commodities / Double Dip Recession
By: J_W_Jones
Silver and copper have recently been going through their own private bear markets. Since the open on September 1st, silver futures have sold off by more than 25%. During the same time frame, copper futures sold off by around 24%. Both metals are extremely oversold, but lower prices are still possible.
Are the bear markets in copper and silver an attempt to warn market participants that slower economic condition are ahead? Are equities going to take a huge hit on slower future growth?
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Saturday, October 01, 2011
Europe's Debt Crisis and Its Effect on Gold / Commodities / Gold and Silver 2011
By: The_Gold_Report
If you want to know the future, pay attention to the decisions European policymakers will have to make regarding debt, says Scott Gardner, chief investment officer at Verdmont Capital. In an exclusive interview with The Gold Report, he shares his analysis of debt policy investment implications, plus which gold mines Verdmont likes in Latin America and beyond.
The Gold Report: In one of your June research reports you wrote, "In the Eurozone, there has been limited political will to really make an impact on the debt side of the equation. With gross domestic product (GDP) growth set to slow, things should really get interesting for euro policymakers as they attempt to make their shaky union work." In the Eurozone, there is more than adequate money to take care of the debt situation, but the question remains, is there enough political will to keep all the member countries inside the Eurozone? What sort of impact will pending Eurozone issues have on the gold price?
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Saturday, October 01, 2011
Copper Lacking Buyers / Commodities / Commodities Trading
By: Mike_Paulenoff
So far my target window for a significant low in nearby copper prices in the 3.10-3.06 area is looking pretty accurate. That said, before we run out and load up on copper, it would behoove us to realize that despite holding right in my optimal target zone, the price structure has not yet been able to stage any sort of meaningful rally.
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Saturday, October 01, 2011
Will A China Economic Slowdown Affect Gold? / Commodities / Gold and Silver 2011
By: Eric_McWhinnie
After finishing the second quarter at $1,505, gold is on pace to finish the third quarter with its 11th consecutive quarterly gain. Although gold has been in a bull market for the past decade, recent concerns from a China slowdown are weighing on many markets. In September, gold prices and Asian stock markets had their worst monthly performance since October 2008.
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Saturday, October 01, 2011
Is Gold and Silver Rally Likely at the Moment? / Commodities / Gold and Silver 2011
By: Przemyslaw_Radomski
Although we had described the fall in precious metals prices, we can understand the shock for those who had gotten used to the idea that gold prices only go in one direction—up. A good metaphor here would be gold taking the stairs to go up, but the elevator to do down. Last Friday it was more like gold falling headlong down the elevator shaft with the worse one day drop in five years. It definitely got ugly, but that’s normal. It’s part of the game, part of the ride. Investors fled to the U.S. (fiat) dollar and to U.S. Treasuries (that just got downgraded last month by Standard & Poor’s.) Go figure! They have to settle their debt in dollars. The sharp decline was difficult to digest especially since we had come off a period in August where it seemed that gold could do no wrong. It shot up when markets plummeted, and shot up when markets soared.Read full article... Read full article...
Saturday, October 01, 2011
Gold In "Not Safe Haven" Shocker / Commodities / Gold and Silver 2011
By: Adrian_Ash
If your house catches fire, do you call your insurer before trying to escape the flames...?
SO GOLD is not a "safe haven" – that's the genius insight many pundits are pushing today.
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Friday, September 30, 2011
Silvercorp Goes on the Offensive / Commodities / Gold & Silver Stocks
By: Jeff_Clark
Jeff Clark, Casey Research writes: I’m writing from China, where I’m attending Silvercorp Metals’ (SVM) mine tour with other analysts and reporters. We met with company principals the first morning, including CEO and Explorer’s League honoree Rui Feng at their downtown Beijing offices, where the bulk of the discussion centered around a point-by-point rebuttal of the charges made by the now-infamous short sellers. With a reporter’s camera snapping, it became apparent to me that Rui and company have shifted from playing defense to going on the offensive.
Friday, September 30, 2011
US Oil Boom / Commodities / Oil Companies
By: Zeal_LLC
With the world forging ahead in this modern industrial and technological era, the king of commodities continues to flex its muscles as the most indispensable of resources. Oil, the lubricant of global commerce, is seeing record levels of demand.
Amazingly global oil demand is up nearly 50% in just the last 25 years. In 2010 it is estimated that a record 87m barrels per day (bpd) were consumed, surpassing the previous high from 2007. And it is forecasted that 2011’s will come in even higher, at around 89m bpd.
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Friday, September 30, 2011
Don't Panic on Precious Metals Tumble / Commodities / Gold and Silver 2011
By: John_Browne
Fall officially began on September 21, but it's not just leaves that are cascading downward. In the few market days of the new season, precious metals prices have seen significant drops, some 11% for gold and 31% for silver. In its lurch downward, gold plowed through support levels at $1,750, $1,700, and $1,645 an ounce. I'm sure many readers are concerned.
Friday, September 30, 2011
Gold Ends September 16% Below Peak / Commodities / Gold and Silver 2011
By: Adrian_Ash
WHOLESALE gold prices drifted lower in London after rising in Asia on Friday morning, set for their biggest monthly drop against the Dollar since the Lehmans' crash of Oct. 2008 but finishing the third-quarter of 2011 more than 13% higher.
US equities and crude oil prices have lost 12.5% since end-June. Copper has fallen over 25% and the silver price has lost 13.1%.
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Friday, September 30, 2011
Gold Steadies, Inflation Rises in Eurozone, Stagflation Beckons / Commodities / Gold and Silver 2011
By: GoldCore
Gold is trading at USD 1,619.95, EUR 1,207.17, GBP 1,045.29, JPY 125,291, AUD 1,679.09 and CHF 1,469.15 per ounce.
Gold’s London AM fix this morning was USD 1,629.00, EUR 1,204.26,and GBP 1,042.63 per ounce.
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Friday, September 30, 2011
Hedge Fund Action Doesn’t Change Gold and Silver Fundamentals / Commodities / Gold and Silver 2011
By: Dr_Jeff_Lewis
Last week, hedge funds sold off their bullion holdings in what was a monumental run to the exits. As the price of silver and gold trended higher against declines in other commodities, equities, and so-called risk assets, the price for bullion gave institutional investors the comfort they needed to boost cash.
But how much has changed since hedge funds eased up on margin plays in commodities?
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Friday, September 30, 2011
Physical Silver Shortage to Follow Paper Selloff / Commodities / Gold and Silver 2011
By: Dr_Jeff_Lewis
In less than one week, the price of silver gave up some 9 months of gains in a move from $40 per ounce to $28. The current price for silver, which is the lowest price in 9 months, is sure to create shortages for physical silver.
The physical silver market is very much its own market, one which is dominated by small silver investors and coin collectors. Compared to Wall Street, where margins change in a matter of minutes, and global issues permeate throughout trading floors, the local coin dealer hasn’t changed in decades, let alone the past few weeks.
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Friday, September 30, 2011
China’s Rare Earths Monopoly - Peril or Opportunity? / Commodities / Metals & Mining
By: OilPrice_Com
The prosperity of China’s “authoritarian capitalism” is increasingly rewriting the ground-rules worldwide on the capitalist principles that have dominated the West’s economy for nearly two centuries.
Nowhere is this shadow war more between the two systems more pronounced than in the global arena of production of rare earths elements (RREs), where China currently holds a de facto monopoly, raising concerns from Washington through London to Tokyo about what China might do with its hand across the throat of high-end western technology.
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Thursday, September 29, 2011
China's Rare Earths Monopoly - Peril or Opportunity? / Commodities / Metals & Mining
By: OilPrice_Com
The prosperity of China's "authoritarian capitalism" is increasingly rewriting the ground-rules worldwide on the capitalist principles that have dominated the West's economy for nearly two centuries.
Nowhere is this shadow war more between the two systems more pronounced than in the global arena of production of rare earths elements (RREs), where China currently holds a de facto monopoly, raising concerns from Washington through London to Tokyo about what China might do with its hand across the throat of high-end western technology.
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Thursday, September 29, 2011
Greek Default, Eurozone/Bank Crisis and the Effect on Gold, Silver Prices / Commodities / Gold and Silver 2011
By: Julian_DW_Phillips
We agree with Professor Rogoff that Greece should have defaulted some time ago. Despite all the current efforts, Greece will default and that contagion will result in a global, banking crisis. Even if we're wrong, the mountains of money that will be created and poured into the debt hole will benefit the gold and silver prices. The Greek debt crisis is about stemming the spread of bank runs, the breakdown of the other PIIGS countries debt situation, and potentially the fragmentation of the Eurozone. We're on the brink.
Thursday, September 29, 2011
The Polish Natural Gas Energy Revolution Begins / Commodities / Natural Gas
By: Money_Morning
Dr. Kent Moors writes:
Poland has formally embarked on a new energy course - one whose impact will be felt throughout Europe and beyond.
Visiting the first advanced drilling site in eastern Poland, Prime Minister Donald Tusk last week committed the country to extracting shale gas beginning in 2014. This will fundamentally transform the nation's energy prospects.
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Thursday, September 29, 2011
U.S. Dollar to Rocket Higher and Gold and Silver Lower / Commodities / Gold and Silver 2011
By: Chris_Vermeulen
Over the past week precious metal investors have had a wakeup call from their big shiny nest eggs. Last week’s free fall in both gold and silver spot prices was enough to get investors into a panic. More on this in a minute though...
Thursday, September 29, 2011
Gold Stocks Continue To Disappoint / Commodities / Gold & Silver Stocks
By: Bob_Kirtley
The recent major rally in gold is now experiencing a correction, so it is time to take a look at how gold stocks compared to a number of other gold trading vehicles. Quite frankly, it was abysmal. The argument that gold stocks are still the best gold trading vehicle is absolutely absurd. That being said, this article is in no way trying to discredit any gold mining, exploration companies or the efforts of the industry. The aim of this article is to simply show that gold stocks in general are unsuitable when trying to benefit from rising gold prices.