Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Tuesday, June 18, 2013

Gold, Silver Drift Lower, Market See's Paradigm Shift in Investor Attitudes / Commodities / Gold and Silver 2013

By: Ben_Traynor

GOLD drifted to a one-week low below $1380 an ounce Tuesday morning, as silver dipped below $21.80 an ounce, with stocks and commodities broadly flat on the day ahead of tomorrow's US Federal Reserve decision, with analysts speculating on whether the Fed will give details of when and how it might slow down its quantitative easing program.

"The outlook for the gold price remains negative from a technical perspective," says Karen Jones, head of FICC technical analysis at Commerzbank.

Tuesday, June 18, 2013

Manipulated Crude Oil Market Malarkey – Welcome Greater Fools! / Commodities / Crude Oil

By: PhilStockWorld

What complete BS the Futures are!

We started out last night, at 6pm, with the Dow Futures right at 15,000, flat to Friday's close. However, MIRACULOUSLY, by Asia's close at 4am, we were back to 15,130 (Friday's high) and you have to be high if you could read the weekend headlines we were going over in early morning Member Chat and thought that kind of move was justified! We concluded that oil futures (/CL) would be the best short at a ridiculous $98.50 so we called that line and, already, less than two hours later (8:17), we're back at the $98 line with $500 per contract profits! Maybe we should just take the rest of the week off and quit while we're ahead.

Tuesday, June 18, 2013

The Hidden Costs of Gold and Silver Miners’ Optimism / Commodities / Gold and Silver Stocks 2013

By: Casey_Research

By Andrey Dashkov, Research Analyst:

The junior resource sector is struggling financially, something most investors seem to agree on – and rightly be wary of. Here at Casey Research, we've analyzed both producers and explorers to see how profitable (or value-adding) they may be under current market conditions. The rather obvious conclusion, shared by many company executives, is that now is the time to be frugal.

Monday, June 17, 2013

Undervalued Gold Miners Historically Contrarian Investor Opportunity / Commodities / Gold and Silver Stocks 2013

By: Jeb_Handwerger

There is no doubt about it. Precious Metal mining companies are going through a time of testing. The financing markets are challenging. Investors have lost faith in the major gold and silver producers who have over-promised and under-delivered in high cost projects in questionable jurisdictions. Acquisition strategies have been poorly executed near interim tops at high valuations. Some could say it is the worst of times for this sector. However, long term contrarian investors say that the worst of times may be the best time to find the top junior mining situations for the next upturn.

Monday, June 17, 2013

Gold Market - Pieces Of The Puzzle! / Commodities / Gold and Silver 2013

By: Robert_M_Williams

Over the last several weeks I’ve received a lot of e-mails asking about gold. Half want to know if they can buy gold and/or gold stocks here, and the other half are demanding a pronouncement as to whether or not the bull market in gold is over. After all, if you hear it on Bloomberg from Betty Liu it must be true! Personally I don’t like it when the mainstream media tries to make the news instead of simply reporting the news. Unfortunately, we’ve been conditioned to let the media do our thinking for us and that includes everything from who should be President to which stock we should buy. Edward R. Murrow must be turning over in his grave as he stares down and listens to what passes for news today.

Monday, June 17, 2013

FOMC The Big Driver for Gold and Silver this Week / Commodities / Gold and Silver 2013

By: Ben_Traynor

THE U.S. DOLLAR gold price drifted back below $1390 an ounce Monday morning in London, but remained well within its trading range of the last few weeks, as European stock markets edged higher, with analysts citing Wednesday's Federal Open Market Committee decision on US monetary policy as "the big driver" for this week.

"On the whole, the market hopes for insightful comments in the course of the next Fed policy meeting...which will affect gold's further development as well," says a note from bullion refiner Heraeus.

Monday, June 17, 2013

Western Governments Diffuse Gold Bull Market With Central Banks Supply / Commodities / Gold and Silver 2013

By: Alasdair_Macleod

There has been considerable throughput of gold in western capital markets, with substantial buying from all round the world following the April price crash. The supply can only have come from two sources: the general public, or one or more governments. It really is that simple. Two months later the gold price has only partially recovered, so physical supplies have continued to be made available. Physical demand cannot have been entirely satisfied by ETF liquidations, confirming governments are involved. This article looks at the dynamics of the gold market around this event and the implications.

Sunday, June 16, 2013

Will Gold Price Drop to $500? / Commodities / Gold and Silver 2013

By: Peter_Zihlmann

A drop of the gold price to $ 500/ounce is highly unlikely in view of the sharply rising National Debt in the USA but also in Europe.

To quote John Hathaway, manager of one of a most respected gold fund, a sharp rise of the gold price is more likely:

"With gold and silver under continued attack from the mainstream media, John Hathaway warned King World News that we are at the point where global investors will be shocked as gold is quickly repriced a jaw-dropping $1,000 higher, taking gold to new all-time highs.

Saturday, June 15, 2013

Why U.S. Spreading Panic on the Gold Market? / Commodities / Gold and Silver 2013

By: Pravda

Why investors are sometimes misled? Perhaps, the goal is to further scare and disorient the investment funds and individuals so that they quickly get rid of their gold (and earlier - silver) because the gold has allegedly lost its former appeal and reliability, and stock quotes have sharply declined.

Likely, someone needed them to fall. Where else if not at the George Soros exchange various currency speculators can earn their billions of dollars? If so, this goal was achieved by someone. At the time when newspapers exorbitantly inflated information on the readiness of Cyprus to sell a small amount of gold to pay off the debt (total of 10.36 tons of the precious metal), a few hundred tons of gold metal that someone quietly purchased were sold on exchanges in Asia, Europe and America in the middle of April of this year.

Saturday, June 15, 2013

Gold And Silver Greater Certainty is Found in the Charts / Commodities / Gold and Silver 2013

By: Michael_Noonan

Opinion: noun 1. A belief or judgment that rests on grounds insufficient to produce complete certainty.

That pretty much sums up what has been proposed and "re-proposed" as to the lofty heights that both gold and silver will/may/should attain. For many, the anticipated higher prices should have already been attained. In fact, over the past several months, many opinions have been "re-proposed" as often as central bankers have re-hypothecated their gold holdings. With all the known information: strong demand,[for the physical], inability to deliver the contracted physical, etc, gold and silver remain at recent lows. Hence, the value of opinions.

Friday, June 14, 2013

Contrarian Gold Stocks / Commodities / Gold and Silver Stocks 2013

By: Zeal_LLC

Successful investing requires buying low before later selling high.  And stock prices are the lowest when they are the most deeply out of favor.  That perfectly describes gold miners’ stocks these days, this sector is loathed and despised after a horrendous year so far.  But these battered stocks are now offering epic buying opportunities for contrarians who have steeled themselves to be brave when others are afraid.

Our subscribers have made fortunes trading gold stocks over the past decade.  Between November 2000 and September 2011, the flagship HUI gold-stock index rocketed up an astounding 1664%!  This dwarfed gold’s 603% gain over that same span, and the general stock markets as represented by the mighty S&P 500 actually lost 14%!  Gold stocks were almost certainly the past decade’s best-performing sector.

Friday, June 14, 2013

How will the 'Fracking' in Oil Production Affect Gold? / Commodities / Gold and Silver 2013

By: Julian_DW_Phillips

The process of "Fracking" in the production of oil is increasing global oil reserves by around 11%. More importantly, it has been a success in the U.S. but is yet to be used in Europe and Russia to the same extent. Nevertheless, this is expected to happen. The initial impact is that the world's dependence on Middle Eastern oil is falling fast and the stranglehold OPEC has had on oil prices is weakening considerably. But how should this affect the gold price you may well ask?

Friday, June 14, 2013

Have Gold and Silver Stopped Responding to U.S. Dollar Price Action? / Commodities / Gold and Silver 2013

By: P_Radomski_CFA

Gold cannot be printed or manufactured in contrast to the currency. That’s why over the long term it has kept its value as the ultimate currency. There can be no “gold war.” However, we often hear about a currency war. Sounds familiar, were did we hear this before?

The phrase “currency war” was coined by Brazilian Finance Minister Guido Mantega after the financial crisis of 2008. The idea is that highly indebted nations weaken the value of their currency by cutting interest rates down to zero and printing fiat currency in order to gain trade advantages (cheaper products to export) and to pay less debt service on their bonds. Countries compete against each other to achieve a relatively low exchange rate for their own currency. The policy can trigger retaliatory action by other countries that in turn can lead to a general decline in international trade, harming all countries.

Friday, June 14, 2013

The Long Silver Ranger / Commodities / Gold and Silver 2013

By: Dr_Jeff_Lewis

Could China be the big silver long? Who else has deep enough pockets to endure the recent price weakness and the increased margin requirements that typically follow?

Nevertheless, the Chinese willingness to accept fungible dollars instead of precious metal seems to be waning. They are quietly accumulating metals..

Friday, June 14, 2013

Silver Market Duality / Commodities / Gold and Silver 2013

By: Dr_Jeff_Lewis

Duality in trade in the precious metals markets has existed for decades. The decoupling has never been more obvious with the seeming dichotomy of prices versus demand and production.

We can discuss things below the surface, but it's far different than what we see and try to interpret.Below the surface, fundamentals exist that would be barely recognizable.Above the surface, we are left with phantom markets created out of greed and supported by a seemingly everlasting flow of liquidity and hope.

Friday, June 14, 2013

Are the Gold Bugs Wrong? / Commodities / Gold and Silver 2013

By: Jeff_Clark

What a ride the precious metals have been on recently. Gold and silver prices have fallen off a cliff, while gold stocks were thrown on the rocks and left for dead. GLD has seen record outflows.

Popular financial news shows featured guest after guest who proclaimed gold is now "officially" in a bear market, emboldened by the fact that in spite of its recent bounce, the price has languished below its September 2011 peak for 20 months. As a group, gold stocks are down an abysmal 54% over that same period. The capitulation process has been brutal.

Friday, June 14, 2013

While the Fed Parties, Gold & Crude Oil Have Left the Building / Commodities / Commodities Trading

By: J_W_Jones

Risk assets and financial markets around the world have been supported by central bank action for several years. Performing financial alchemy on a scale larger than has been seen in the history of mankind, central banks have hijacked global financial markets. Mountains of liquidity, artificially low interest rates, and the creation of future asset bubbles has been their calling card for the past few years.

Thursday, June 13, 2013

Gold and Silver Still in Bearish Trend as Nikkei Enters Bear Market / Commodities / Gold and Silver 2013

By: Ben_Traynor

GOLD PRICES rose as high as $1394 an ounce during Wednesday's Asian trading, before easing back by lunchtime in London, as European stock markets also fell, following selloffs in the US and Asia.

Silver dropped back below $21.90 an ounce after briefly touching $22, while other commodities were also down on the day.

Thursday, June 13, 2013

Time to Stress Test Your Resolve in the Gold Markets / Commodities / Gold and Silver 2013

By: Jeff_Clark

The Casey Research Metals and Mining team has received a number of worried and angry emails about gold's recent rollercoaster ride. I'd like to respond to them.

First, I understand. I'm an investor, too, and I also manage money for family members. We have positions that are underwater, a few dramatically so. Worse, in many cases a full position had been built, seemingly leaving no room to average down and lower our cost basis. This predicament isn't fun, and there are a limited number of options.

Thursday, June 13, 2013

Paper and Physical Gold Battling for Supremacy / Commodities / Gold and Silver 2013

By: The_Gold_Report

The recent drop in gold prices is a confirmation, or a revelation, to investors of the battle between the physical and paper gold markets. In this interview with The Gold Report, Brien Lundin, editor of Gold Newsletter, predicts the timing of a handoff from Asian physical demand to Western speculative demand and assesses the readiness of the junior market to respond to a revival in commodity prices. Plus, in a tip to Father's Day, he discusses his efforts to groom the next generation of investors.

The Gold Report: In your latest newsletter, you advocate that gold investors pay close attention to the Federal Reserve meeting taking place on June 18. What are you looking for out of that meeting?