Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, September 16, 2011
Don't Sell Your Silver Until It Hits $150 / Commodities / Gold and Silver 2011
Martin Hutchinson writes: Silver prices had an exciting run-up in the year ending in April - they almost tripled, briefly touching $50 an ounce before settling back down to the low $30s.
Now, silver prices are back above $40 an ounce. That may have you feeling the urge to sell - but don't.
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Friday, September 16, 2011
Gold Caution is Warranted / Commodities / Gold and Silver 2011
I realize most people that come to this blog are bullish on gold. I myself am definitely bullish long-term. That being said, warning signs are starting to build.
Since gold is down this morning there's a good chance that the mining stocks are going to break the intermediate trend line today. The complete failure to follow through on the move above 600 is also concerning. Usually after an asset has tested an area three times the breakout occurs with strong follow-through.
Friday, September 16, 2011
Falling Crude Oil Prices: Worrying Trend or Saving Grace? / Commodities / Crude Oil
Marin Katusa, Casey Energy Team writes: When oil prices start to decline, investors and economists get worried. Oil prices in large part reflect global sentiment towards our economic future – prosperous, growing economies need more oil while slumping, shrinking economies need less, and so the price of crude indicates whether the majority believes we are headed for good times or bad. That explains the worry – those worried investors and economists are using oil prices as an indicator, and falling prices indicate bad times ahead.
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Friday, September 16, 2011
Lehmans' 3rd Anniversary Sees Gold 132% Higher, Eurozone Split Over "Collectivized Debt" / Commodities / Gold and Silver 2011
THE PRICE OF PHYSICAL gold fell in wholesale dealing for the sixth time in nine sessions on Thursday morning in London, as world stock markets rallied sharply on the third anniversary of the collapse of Lehmans Bros. investment bank.
Flirting with $1800 per ounce – some 6.3% below last week's new record high – the gold price still stood 132% higher from 15 Sept. 2008.
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Thursday, September 15, 2011
China is Interested in Biofuels - Why Not the West? / Commodities / Ethanol
China, arguably the world's most influential and dynamic economy, is beginning to eye renewable as a partial solution to its voracious and growing energy needs. If Beijing determines that biofuels represent the future, expect to see the current modest western investment field to change dramatically.
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Wednesday, September 14, 2011
The Gold and Silver Bull Market Prices Heading Higher Despite "bumps on the road" / Commodities / Gold and Silver 2011
In the case for gold and silver, it has been go long and stay long for 11 years. During that period great gains have been made during what was the formidable first phase of the gold and silver bull market. Gold was $260.00 and silver was $3.50. Some stocks rose from $4.00 to $86.00, some from $0.80 to $42.00. This performance in spite of gold and silver suppression by the US government. In their desire to keep gold and silver subdued all the government really accomplished was to offer an opportunity for buyers to buy at lower prices than they normally would have been able too. In that process buyers have been able to stay ahead of inflation and many have made large profits.
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Wednesday, September 14, 2011
The Gut-Level "Delusion" of Gold / Commodities / Gold and Silver 2011
What could be more rational amid this financial crisis than choosing to buy gold...?
THANKS TO late-2011's truly miserable outlook, there are now more bullish gold-price forecasts to choose from than Heinz varieties. UBS sees a 2012 average of $2075 per ounce. Nearer $4000 an ounce would be "fair value" today reckons Paul Tustain here at BullionVault. Dylan Grice at Société Générale says $10,000 isn't impossible.
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Wednesday, September 14, 2011
Dissecting Gold Is a Bubble / Commodities / Gold and Silver 2011
Jonathan Kosares writes: Members of Wells Fargo's wealth management team released an article recently entitled, "The Gold Bubble," where it is claimed, in no uncertain terms, that gold is in a bubble. While I would not normally spend time rebutting an entity that would shock me far more if they actually put out a recommendation to buy gold, the subsequent readership this article has received (it was referenced in the business section of the Denver Post, for example) suggests it might be an entertaining, and perhaps useful exercise, to dissect their claims point by point to see what, if any, validity they carry.
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Wednesday, September 14, 2011
America the Saudi Arabia of Natural Gas Shifts to Export Role / Commodities / Natural Gas
With America "the Saudi Arabia of natural gas," as Stansberry & Associates Investment Research Founder Porter Stansberry puts it, U.S. energy independence is no longer a pipe dream. It's evolved from political posturing to promise based on practical factors that he shares in this Energy Report exclusive. Porter's "incredibly bullish" outlook stems in part from technological efficiencies that will help bring enormous amounts of new U.S. production online. Exploiting these technologies, he states, presents the "greatest opportunity the energy complex has over the next several decades."
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Wednesday, September 14, 2011
‘Perfect Storm’ of Global Banking and Sovereign Debt Crisis to Lead to Global Currency Crisis / Commodities / Gold and Silver 2011
Gold is marginally lower in US dollars and is trading at USD 1,831.60, EUR 1,337.90 , GBP 1,160.50, JPY 140,722, AUD 1,792.60 and CHF 1,610.10 per ounce. Gold’s London AM fix this morning was USD 1,829.00, EUR 1,339.33, GBP 1160.46 per ounce. Yesterday’s AM fix was USD 1,806.00, EUR 1,326.38, GBP 1143.33 per ounce.Read full article... Read full article...
Wednesday, September 14, 2011
Gold heading to $2,350 after EWT Wave 4 Consolidation / Commodities / Gold and Silver 2011
In my most recent few forecasts for subscribers and public articles I’ve discussed a major correction in Gold, and it dropped $208 within 3 days of that forecast several weeks ago as Gold traders will recall. Last week I wrote about further consolidation being required in what I’m seeing as a either 4th wave likely “Triangle Pattern” that will consolidate the 34 month run from $681 to $1910 into August of this year, or a 3 wave “A B C” pattern. We are right now in some form of C wave, it’s just a matter now of confirming if we are going to get a “D and E” wave to follow, or the C wave drops lower before we bottom.Read full article... Read full article...
Wednesday, September 14, 2011
Sharp Drop for Gold, Europe's Banks are "Dead Men Walking" / Commodities / Gold and Silver 2011
U.S. DOLLAR gold bullion prices fell 1% in an hour Wednesday lunchtime in London, dropping to $1818 an ounce – a 2% loss for the week so far – before bouncing, while stocks gained despite news of a ratings downgrade for two French banks.
Government bonds fell and commodities were steady, while gold bullion prices in Euros dropped to €1325 per ounce as the Euro continued its rise after news that Brussels will consider introducing Eurobonds.
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Wednesday, September 14, 2011
Gold is Confidence in Money Systems / Commodities / Gold and Silver 2011
In 2000 gold stood at just below $300, and when the euro arrived it stood at just over €250. Confidence was nearly absolute in the U.S. dollar at the time and the currency the world's energy was priced in. The euro was about to be launched to replace currencies like the Deutschemark, the French Franc and the rest of Europe's currencies. Today and eleven years later, gold is standing six times higher than the level at the turn of the century, despite all attempts to keep it contained. Why?
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Wednesday, September 14, 2011
The Secret Way to Hedge Your Portfolio with Gold / Commodities / Gold and Silver 2011
Larry D. Spears writes: Gold prices have had a phenomenal run over the past year, but the distinguishing feature of the market in recent weeks has been extreme volatility - volatility that has many investors nervous about protecting the big profits they've rolled up and looking for ways to hedge gold.
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Wednesday, September 14, 2011
Profit from Really Critical Rare Earth Elements / Commodities / Metals & Mining
Despite the important sounding name, not all rare earth elements are critical or in short supply compared to the ultimate demand. In this exclusive article for The Critical Metals Report, Jack Lifton, a senior fellow of the Institute for the Analysis of Global Security, shares the secrets for determining if a company has a chance of growing into a viable, profitable venture that will benefit both investors and host countries.
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Wednesday, September 14, 2011
Gold Deja Vu 1980? / Commodities / Gold and Silver 2011
Have you ever experienced a "Deja Vu" feeling? Well, if you have never experienced one, maybe after reading this post you will.
Let's start with a technical chart of Gold. These days, gold is holding up strongly, and is only $80 below its all-time high.
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Wednesday, September 14, 2011
Amid Market Turmoil, Gold Stocks Find Heavy Accumulation / Commodities / Gold and Silver 2011
The collapse of 2008 remains fresh in mind. And yes, while collapse is the most overused word in the financial markets (next to bubble), 2008 was indeed a collapse for everything. Our beloved gold stock sector plunged roughly 70% in only three months. This collapse hangs in the back of the psyche each time global trouble intensifies and the gold stocks selloff. In the last week or so I've received many emails from subscribers who are worried about a Euro crash and a potential repeat of 2008. Let me explain why there is absolutely no need to worry if you own the gold stocks.
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Tuesday, September 13, 2011
Asian Inflation Demand To Support Gold / Commodities / Gold and Silver 2011
Gold is marginally lower in U.S. dollars and is trading at USD 1,816.60, EUR 1,329.90, GBP 1,147.90, JPY 139,820, AUD 1,763 and CHF 1,600 per ounce. Gold’s London AM fix this morning was USD 1,806.00, EUR 1,326.38, and GBP 1,143.33 per ounce. Yesterday’s AM fix was USD 1,843.00, EUR 1,354.94, and GBP 1,164.10 per ounce.
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Tuesday, September 13, 2011
Gold Bounces off $1800 as Italy gets Shut Out of Bond Markets / Commodities / Gold and Silver 2011
THE DOLLAR gold price dropped to $1800 an ounce early on Tuesday morning – a 6.2% fall from last Tuesday's record high – before recovering to around $1825 by lunchtime, as news that China could increase purchases of Italian debt failed to convince markets.
The silver price dropped to $40.12 – a 3.1% loss for the week so far – before it too rallied along with European stock markets, which recovered early losses.
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Tuesday, September 13, 2011
Enough Already, Let's Return to the Gold Standard! / Commodities / Gold and Silver 2011
The money supply increases naturally by exactly the amount of increases in productivity in a healthy economy, notes Stansberry & Associates Investment Research Founder Porter Stansberry. He doesn't have to point out that the economy isn't healthy, nor that the money supply expands every time the printing presses run to bail out a failing business and bring on a new iteration of quantitative easing. The solution is a simple (albeit not necessarily easy) one, Porter tells us in this exclusive Gold Report interview: Return to the gold standard. That will happen, he says, when the people say, "Enough!"
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