Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Tuesday, August 16, 2011

Gold Hedging Activity a Warning Sign? / Commodities / Gold and Silver 2011

By: Casey_Research

Andrey Dashkov, Casey Research writes: In the first quarter of 2011 (Q111), net gold hedging was reported by GFMS and Société Générale. A gold mining company may hedge its production on expectations of falling gold prices in order to lock in high prices and possibly avoid losses. As gold hits one nominal high after another, is such behavior a sign that the bull market in gold is over?

Tuesday, August 16, 2011

Did Gold Just Create a Short-Term Bottom? / Commodities / Gold and Silver 2011

By: Eric_McWhinnie

On Monday, the Dow (NYSE:DIA), S&P 500 (NYSE:SPY), and oil (NYSE:USO) all continued to rally from previous lows they made the prior week. Gold (NYSE:GDL) broke through $1800 last week, but declined going into the weekend as margins were raised against the yellow metal. On Friday, gold dipped to as low as $1723 before rebounding, which brings us to an important support level for gold.

Tuesday, August 16, 2011

Gold Outlook Positive following Euro Stagnation, Paulson Hedge Fund's Position / Commodities / Gold and Silver 2011

By: Ben_Traynor

SPOT MARKET gold bullion prices hovered around $1780 an ounce Tuesday morning London time – up 2.9% on yesterday's low – as stocks and commodities fell and US Treasury bonds rose after news of economic slowdown in the heart of the Euro area.

"Disappointing Eurozone GDP figures...have further dampened sentiment, encouraging investors to seek the relative safety of precious metals," says Marc Ground, commodities strategist at Standard Bank.

Tuesday, August 16, 2011

Gold a Bubble, to Correct or Go Parabolic, Stagflation Threatens Western Economies / Commodities / Gold and Silver 2011

By: GoldCore

All major currencies have fallen against gold today with the euro down 1% against gold on nervousness ahead of the Franco German summit. Gold is trading at USD 1,776.70, EUR 1,235.10, GBP 1,084.10, CHF 1,389.90 per ounce and 136,450 JPY/oz. Gold’s London AM fix this morning was USD 1,779.00, EUR 1,236.18, GBP 1,086.81 per ounce.

Monday, August 15, 2011

Gold Mining Companies Too Good to Pass Up / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Suffocated by staggering unemployment and economic woes, many mining jurisdictions around the world are finding the nearly $1,800/ounce gold too good to pass up. Joe Mazumdar, a senior mining analyst with Haywood Securities in Vancouver, tells The Gold Report in this exclusive interview which projects are primed to see the light of day in the face of rising gold prices and a dearth of other industry.

Monday, August 15, 2011

Gold and Silver Mining Stock Important Technical Signals / Commodities / Gold & Silver Stocks

By: Jeb_Handwerger

Gold Stock Trades has maintained a strong hand on signaling the completion of the basing process in mining stocks (GDX) in relation to gold(GLD) and silver (SLV) bullion prices.  Right now it will suffice to alert readers that one of the most salient technical signals is occurring right now-The dreaded death crosses are being transmuted into euphoric crosses of gold. 

Monday, August 15, 2011

Strong Support Plateau for Gold / Commodities / Gold and Silver 2011

By: Mike_Paulenoff

The SPDR Gold Shares (GLD) exhibits a series of near-term spike corrective lows that have created a formidable near-term support plateau.

The plateau from these lows at 168.65 (from Aug 11), 167.77 (Aug 12), and 168.70 (Aug 15) represents either the conclusion of a correction off the 176.75 high (Aug 10) or the end of the first portion of a still-developing, more complex corrective period.

Monday, August 15, 2011

Agri-Food's Impacted by U.S. Treasury Sucking $245 Billion Out of Financial Markets / Commodities / Agricultural Commodities

By: Ned_W_Schmidt

Since last Tuesday, when the U.S. Congress delivered a sugar-coated pig in a blanket sandwich rather than a deficit reduction plan, the Obama regime has been on a wild spending spree. Thus far, the U.S. Treasury, in little more than a week, has sucked $245 billion out of financial markets through the sale of U.S. government debt. Little else need be known to explain the collapse of financial markets.

Monday, August 15, 2011

Gold Demand Strong on Dips as Confidence in Currencies Goes Down the Drain 40 Years After Gold Standard's End / Commodities / Gold and Silver 2011

By: Adrian_Ash

WHOLESALE PRICES to buy gold held above $1730 in London trade Monday morning – the 40th anniversary of US president Richard Nixon "closing the gold window" and officially ending the $35-per-ounce Gold Exchange Standard.

Trading nearly 4.7% below last week's new all-time high of $1815, the price to buy gold stood 50 times higher from the official US Dollar exchange rate of 15 August 1971.

Monday, August 15, 2011

40th Anniversary of Nixon Ending Gold Standard and Creating Modern Fiat Monetary System / Commodities / Gold and Silver 2011

By: GoldCore

Gold has fallen today in all major currencies except the Swiss franc which has fallen sharply again on continued talk of SNB intervention. Gold is trading at USD 1,742.70, EUR 1,220.10, GBP 1,068.70, CHF 1,375.60 per ounce and 133,820 JPY/oz. Gold’s London AM fix this morning was USD 1,738.00/oz, EUR 1,214.11/oz, GBP 1,065.88/oz.

Monday, August 15, 2011

Gold Stocks and QE2.5 / Commodities / Gold & Silver Stocks

By: Neil_Charnock

The fall into that “Elusive Abyss” has been averted once again thanks to action by the ECB and the Fed.   The Fed has just offered a new QE (QE = quantitative easing) program, technically speaking that is.  The Fed has announced that it will keep rates at incredibly accommodative levels for at least two more years allowing the banks to play the yield curve.  Banks borrow from the Fed and then, instead of lending it into the corporate sector and CME’s, they buy Treasuries to lock in guaranteed profits.

Monday, August 15, 2011

Gold Standard or the Nixon Standard / Commodities / Gold and Silver 2011

By: Gary_North

On Sunday, August 15, 1971, Richard Nixon unilaterally brought to an end the last trace of an experiment in international monetary affairs that stretched back over a century. He announced that the United States government would no longer abide by the 1944 Bretton Woods agreement to deliver gold at $35 per ounce to any government or central bank.

Monday, August 15, 2011

Relative Strength of Gold Stocks Signals the Future / Commodities / Gold & Silver Stocks

By: Jordan_Roy_Byrne

Savy and experienced market technicans and traders will laud the concept and importance of relative strength. Relative strength analysis can be used on any time frame. On large time frames it can tell us which sectors could be future leaders. On shorter time frames it can also provide insight to the future. In this analysis we examine the relative strength of the gold stocks today and compare it to the past as some important insights can be gleaned.

Monday, August 15, 2011

Market Dynamics That Sent Gold Past $1800 / Commodities / Gold and Silver 2011

By: Bob_Kirtley

Given that gold has hit our target of $1800 we feel it is appropriate to review our outlook on the gold market, the state of key factors that influence gold prices and possible trading strategies going forward.

Saturday, August 13, 2011

Add Gold Stocks During the Stock Market Dip / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Even with the turmoil in today's markets, Louis James, chief metals and mining investment strategist at Casey Research and the senior editor of International Speculator, Casey Investment Alert and Conversations with Casey, says business really does go on. He stresses that even in the face of what he calls "truly economically suicidal behavior on the parts of world governments," he remains very bullish on precious metals. In this exclusive interview with The Gold Report, James discusses what we can expect for the rest of 2011 and 2012.

Saturday, August 13, 2011

China Nuclear Investments, Sleeping Giants In Uranium And Rare Earth Stocks Awakening? / Commodities / Uranium

By: Jeb_Handwerger

As our loyal subscribers are well aware, Gold Stock Trades has long been beating the drums for attention to be paid to the ongoing developments in nuclear (URA) and rare earth stocks (REMX). An important feature of our service is to focus our investment spotlight on what must be considered a vital factor in our modus operandi. Gold Stock Trades may be early in our sectors under review, but as we say in our masthead...we anticipate opportunities.

Saturday, August 13, 2011

Gold vs Paper, Paperbugs Won't Get It Until It's Too Late / Commodities / Gold and Silver 2011

By: Adam_Brochert

A brutal cyclical common equity bear market within this secular bear market for common stocks has already begun. Meanwhile, the parabolic phase in the uncommon Gold secular bull market has just begun with the latest thrust higher. Please don't mistake the forest for the trees: Gold should be correcting now and common stocks are due for a dead cat bounce higher. But these shorter-term considerations are not where the big money is made for retail investors now are they?

Saturday, August 13, 2011

Gold and Asset Allocation / Commodities / Gold and Silver 2011

By: Submissions

Henry Smyth writes: A few months ago, my friend and former colleague Mike Kastner of Halyard Asset Management send me an email with an article from Credit Suisse Portfolio Strategy Group entitled The Best and Worst Assets of the Decade.
Here is the link to the article.

Saturday, August 13, 2011

Will Gold Rollover Be Triggered by the Stock Market Rollercoaster? / Commodities / Gold and Silver 2011

By: Przemyslaw_Radomski

This is one of those weeks where it is truly difficult to know where to begin. This is August. Nothing is supposed to happen in August. But this week gold shot up when markets plummeted, and gold shot up when markets soared. It was one of those weeks when gold could do no wrong.

Friday, August 12, 2011

Not Just Speculators and Paranoid Conspiracy Theorists Who Are Buying Gold / Commodities / Gold and Silver 2011

By: Ben_Traynor

Zoe Tustain writes: Squirreling away a gold reserve no longer seems nuts…

THERE ARE some who seem to think only western speculators buy gold – either that or paranoid conspiracy theorists preparing for Armageddon.