Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, August 25, 2011

Gold Pure Media Bias / Commodities / Gold and Silver 2011

By: Andy_Sutton

Bloomberg News has been cheered in recent months for several ‘movements’ in quasi-honest reporting, most notably a recent article on the $1.2 Trillion (at a bare minimum) that went to the global aristocracy from the US fed at the height of the 2008 financial crisis. The very fact that this slice of men without a country profited so insanely from the crisis should give most people are pretty good idea of how contrived the crisis was to begin with.

Thursday, August 25, 2011

Gold Fear, Greed Mania / Commodities / Gold and Silver 2011

By: Jeff_Clark

By Jeff Clark, Casey Research : Is the mania here?

When most investors hear the word “mania” they think of a runaway market induced by greed. You know, that animal-like instinct we all occasionally feel, the one promising riches from a market on a rip-roaring tear.

Thursday, August 25, 2011

HUI GOLD Stocks vs Bank Of America / Commodities / Gold & Silver Stocks

By: Willem_Weytjens

Gold has reached an all-time high well over $1900 yesterday, so the Gold bugs have reason to celebrate. Or, at least the physical gold bulls (like mr. Paulson, who is the biggest shareholder of the GLD ETF). Not the gold stock bulls: while the GLD ETF is up almost 25% since January 1st (even after the sell-off on Tuesday and Wednesday), the HUI index is actually DOWN over the same period.

Wednesday, August 24, 2011

Why Did Gold and Silver Price Fall? / Commodities / Gold and Silver 2011

By: Eric_McWhinnie

It was an ugly day for precious metals (NYSE:DBP). On Tuesday, gold (NYSE:GLD) and silver (NYSE:SLV) both fell as the Dow (NYSE:DIA) gained the most points in two weeks. Gold dropped the most in a year after reaching a new nominal high of $1917.90 per ounce. Silver also declined and reached a session low of $41.50 before rebounding back above $42. Since gold and silver often play off each other, let’s take a closer look at gold as it provides a clear reason for the pullback.

Wednesday, August 24, 2011

Germany May Want PIIGS Gold as Security for ‘Bailouts’, Merkel’s Officials in Damage Limitation Mode / Commodities / Gold and Silver 2011

By: GoldCore

All major currencies are lower against gold today with the Japanese downgrade and concerns about global growth taking their toll on Asian stock markets. While European indices have eked out gains, some selling of peripheral European debt has been seen again and yields on German bunds have risen.

Wednesday, August 24, 2011

The Old Faithful Peak Oil Debate / Commodities / Crude Oil

By: Andrew_McKillop

It is a well known refrain: Peak Oil is always now ! The problem is that nobody noticed, because oil prices are so high and demand growth is almost zero. The ongoing and real economic recession in almost all OECD countries more than "trims" oil demand in these countries, still taking about 45 million barrels a day (Mbd) on a world total demand of about 89 Mbd, depending on estimates, which easily range through + or - 2 Mbd, and vary even more than that for seasonal variations.

Wednesday, August 24, 2011

Gold to Roubini: $21,500 Ker-Pow! / Commodities / Gold and Silver 2011

By: Adrian_Ash

Squint hard enough at the Nasdaq Bubble, and apparently you can see the future of gold...

The GREAT SAGE HIMSELF – seer of the financial crisis, gloom-n-doomster extraordinaire – Nouriel Roubini thinks today's gold investors are "sheep or lemmings".

Wednesday, August 24, 2011

Gold and Interest Rates, More than Joined at the Hip / Commodities / Gold and Silver 2011

By: Rob_Kirby

“Interest rates to remain at zero for the next two years.”  Those were the words of Fed Chair - Sir Benjamin of Bernanke last week.  With inflation beginning to pick-up – the notion that rates would remain at zero for a prolonged period of time seems “paradoxical” to conventional economic thought.  There have been other misunderstood ‘paradoxes’ in economics in modern times.   Here’s how Wikipedia explains the relevance of this famous benchmark in economics:

Wednesday, August 24, 2011

Gold and Silver Are Soaring Amidst Global Fears / Commodities / Gold and Silver 2011

By: Eric_McWhinnie

While the markets may be breathing a sigh of relief with the Dow (NYSE:DIA) up 37 points on Monday, gold (NYSE:GLD) and silver (NYSE:SLV) are signaling more problems await the global financial system. On Monday, gold and silver continued to rally after last week’s impressive gains. Furthermore, Citigroup (NYSE:C) and Hugo Chavez continue to fuel precious metals (NYSE:DBP) higher.

Wednesday, August 24, 2011

The Manganese Market, a New Economic Growth Barometer? / Commodities / Metals & Mining

By: Critical_Metals_Repo

Manganese's many uses in infrastructure and building materials make its market a strong barometer for gauging the world economy. Soaring growth in countries like China and India has led to high global demand. In this exclusive interview for The Critical Metals Report, Helen O'Malley, a bulk manganese specialist with CRU International in London, discusses how manganese prices are closely tied to the economy and, in contrast to exchange-traded base metals, overwhelmingly determined by supply and demand.

Wednesday, August 24, 2011

Gold Stocks Debt Crisis Investing, Exiting the Eye of the Storm / Commodities / Gold & Silver Stocks

By: Casey_Research

[Ed. note: This is an interview of Doug Casey by Louis James, both of Casey Research.]

Louis James: So, Doug: London has suffered more damage from recent rioting than from anything else since the Blitzkrieg; the stock market had its most volatile week in years; gold shot well north of $1,800; and the U.S. government almost crashed into its debt ceiling. Smells like blood in the streets. What does a street fighting man like you make of all this?

Wednesday, August 24, 2011

Gold Eyes $2,000, Is it a Bubble Ready to Burst? / Commodities / Gold and Silver 2011

By: Gary_Dorsch

Even the most avid gold bugs, who’ve been stockpiling vast quantities of the barbaric metal for decades, and endured their fair share of panic shakeouts, were probably in a surreal state of “shock and awe,” while watching the price of the yellow metal soar to within 1% of the psychological $2,000 /oz level this week. It’s as if somebody launched a rocket on the Fourth of July. Since then, the price of gold has soared $400 /oz, zooming higher in a parabolic pattern. After all the bullish chatter on the blogosphere over the past decade, Gold, - the so-called barbaric metal, has triumphed over the stock peddlers on Wall Street.

Tuesday, August 23, 2011

Gold Reaches $1,913.50, Smart Money Moving into Silver / Commodities / Gold and Silver 2011

By: GoldCore

All major currencies are higher against gold today including the US dollar, despite the dollar falling on international markets.

Gold reached new record nominal highs at $1,913.50/oz overnight and profit taking and traders nervous about potential margin increases have led to a 1% fall in dollar terms today. Gold has fallen by more in euro and sterling.

Tuesday, August 23, 2011

Unreasonable Gold Nutcases Simply Seek Shelter Says Pimco / Commodities / Gold and Silver 2011

By: Ben_Traynor

THE PRICE of physical gold touched new record highs against all major currencies at the start of Asian trade Tuesday, falling back by 2% as European stock markets then extended their rally from the summer's near-20% plunge to date.

Industrial commodities also rallied for the second day running, while major-economy government bonds ticked lower once more, nudging interest rates higher from last week's near-record lows.

Tuesday, August 23, 2011

Gold Prices Hit Another Record – But Silver is the Play to Make / Commodities / Gold and Silver 2011

By: Money_Morning

Jason Simpkins writes: Gold prices had another record-breaking day yesterday (Monday), with gold for December delivery climbing 2.1% to close at another all-time high of $1,891.90 an ounce on the Comex.

But as impressive as gold's run has been, silver may be the better bet.

Tuesday, August 23, 2011

Why George Soros Selling Gold and Buying Farmland / Commodities / Investing 2011

By: George_Maniere

What asset has appreciated more than any asset since the year 2000?
Answer: Farmland.  1,200%

I was talking to one of my readers and he sent me an article from Panama that talked about farmland. Food prices are skyrocketing all across the globe, and there’s no end in sight. The United Nations says food inflation is currently at 30% a year, and the fast-eroding value of the dollar is causing food prices to appear even higher in contrast to a weakening currency. As the dollar drops in value due to runaway money printing at the Federal Reserve, the cost to import foods from other nations looks to double in just the next two years — and possibly every two years thereafter.

Tuesday, August 23, 2011

Gold Value Propositions in Turbulent Times / Commodities / Gold and Silver 2011

By: The_Gold_Report

It's a good time to stock up on gold stocks, according to Charles Oliver, senior portfolio manager with Sprott Asset Management, who sees a number of the equities trading at their lowest prices of the decade. As he tells readers in this exclusive Gold Report interview, "Gold has gone up 20%. The stocks have gone down. They are very cheap. These companies are increasing their earnings, they're increasing their cash flow, they're increasing their dividends—what a great opportunity."

Monday, August 22, 2011

The Neverending Gold is a Bubble Story / Commodities / Gold and Silver 2011

By: Frank_Holmes

Gold continued to make headlines last week, reaching nearly $1,900 an ounce on Friday before resting around the $1,850 level. Gold’s 15 percent rise to new nominal highs over the past month has rekindled “gold bubble” talk from many pundits. Long-term gold bulls have been forced to listen to these naysayers since gold reached $500 an ounce. If you would have joined their groupthink then, you would’ve missed gold’s roughly 270 percent rise since.

Monday, August 22, 2011

Gold on the Verge of a Major Price Correction? / Commodities / Gold and Silver 2011

By: David_Banister

Just under two weeks ago I wrote about gold likely running to a final top with various levels ranging from 1862 to 1907 per ounce as likely.  So far, we bottomed with a pivot at $1730 which I mentioned to my paying subscribers and we have run to as high as $1898 per ounce counting futures trading on August 22nd.  What should we expect now as the most likely intermediate trading pattern for Gold?

Monday, August 22, 2011

Gold Extremely Dangerous Parabolic Curve as Speculators Build Massive Positions / Commodities / Gold and Silver 2011

By: Ned_W_Schmidt

Near the end of any investment cycle a transfer of ownership normally occurs, from investors to speculators. The asset moves from strong hands to weak hands, from real ownership to fictional ownership in the market for contracts for future delivery. That usually set up conditions for the penalty phase, as those still bleeding from the Silver bear market fully understand.

As we learn from Japan, owners of physical Gold in all forms are aggressively liquidating. From "Tokyo struggles to keep pace with gold rush" by L. Whipp from Financial Times, 20 August,