Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, October 10, 2013

Gold Markets Are Not Efficient, Don't Reflect Fundamentals and Understate Market Value / Commodities / Gold and Silver 2013

By: Julian_DW_Phillips

It may be in the reader's mind that somehow all gold markets come together at some point and an exact representation of demand and supply is given by the gold price. The reality is that most markets are entirely separate from each other and reflect the buying and selling in that individual market only.

These markets are only joined by the 'arbitrage' activity, usually only by the professionals in the market -- banks mainly -- who can both electronically and physically move gold from one market to another.

Thursday, October 10, 2013

Stay Away from Gold Says Morgan Stanley as India Doubles Silver Imports / Commodities / Gold and Silver 2013

By: Adrian_Ash

WHOLESALE PRICES in Asia and London for physical gold slipped again Thursday morning, dipping back below $1300 per ounce as politicians in Washington mulled a short-term fix to avoid the $17 trillion debt ceiling triggering a government default in one week's time.

Silver also eased back, trading below $22 per ounce, as world stock markets rose and major government bonds slipped, nudging 10-year US Treasury yields up to 2.70%.

Thursday, October 10, 2013

Gold Bullion Market's Big Issues / Commodities / Gold and Silver 2013

By: Adrian_Ash

Price action isn't the big players' big concern in gold and silver right now...

"FAITH and RELIGION," said Edel Tully of UBS, the Swiss investment and bullion bank.

"Those were key themes," she said, summing up this year's LBMA conference last Tuesday evening.

Wednesday, October 09, 2013

Gold Stock Investors Keep the Best and Dump the Rest / Commodities / Gold and Silver Stocks 2013

By: The_Gold_Report

Greg McCoach, publisher of Mining Speculator newsletter, is not ashamed to admit he has taken a big hit in juniors in the last couple of years. What he has done in response is what he advises all investors to do in this interview with The Gold Report: Get rid of the also-rans and keep and build positions in those companies that have what it takes to gain in multiples when the market recovers. And he suggests six companies that could do just that.

The Gold Report: You wrote recently, "The 2008 crisis will pale in comparison to what is now on the horizon." Given that the 2008 crisis nearly destroyed the world economy, how bad will the next crisis be?

Wednesday, October 09, 2013

Gold Bullion Continues to Drain Out of COMEX / Commodities / Gold and Silver 2013

By: Jesse

It was announced this evening that President Obama will nominate Janet Yellen as the new Fed Chairman tomorrow, having been denied his first choice of Larry Summers by popular outrage.

There were big adjustments in the registered (dealer) gold inventories at JPM and HSBC yesterday as a total of over 40,000 ounces of gold bullion moved back to the customer storage category.

Wednesday, October 09, 2013

Yellen's Fed News Fails to Shake Gold's Lethargy, Goldman Targets $1050 / Commodities / Gold and Silver 2013

By: Adrian_Ash

The WHOLESALE price of gold gave back this week's 1.4% gains Wednesday morning in London, dropping below $1310 per ounce as European shares recovered earlier losses.

Commodities ticked lower, as did non-US government bonds, while silver followed gold lower, but retained a 1.0% gain for the week so far.

Wednesday, October 09, 2013

Technical Analysis Toolkit for Energy Investors / Commodities / Energy Resources

By: The_Energy_Report

Candlestick, head-and-shoulders, ascending triangle: If these phrases aren't familiar to you, you're missing out on major profit opportunities. Clive Maund, technical trader and editor of CliveMaund.com, shares the tricks of his trade in this interview with The Energy Report. Find out how to recognize potential price swings in commodities and stocks, and discover junior energy companies and ETFs with charts that scream "upside!"

The Energy Report: Energy prices are very sensitive to international events, especially conflicts in the Middle East. Do your charts factor in the periodic crises that impact oil and gas prices as buy and sell moments? How do you factor in inflation and interest rate movements into your calculations about which energy juniors look like good buys at any given time?

Tuesday, October 08, 2013

Fueling The Gold Fire / Commodities / Gold and Silver 2013

By: Frank_Holmes

Gold took quite a beating in September, bucking its seasonal average monthly return of 2.3 percent. The political battle between President Barack Obama and Congress, China’s Golden Week, and India’s gold import restrictions likely weighed on the metal.

September’s correction only adds to the negative sentiment toward the precious metal. The assumption from many market pundits is that gold is no longer attractive as an investment. With rising rates and continuing low inflation, U.S. investors believe they have a solid case for selling their holdings.

Tuesday, October 08, 2013

Bearish Western Gold Analysts, Whilst Chinese Imports Show Another 100-Tonne Month / Commodities / Gold and Silver 2013

By: Adrian_Ash

The PRICE of gold halved yesterday's gains in London trade Tuesday morning, slipping below $1320 per ounce as European stock markets extended their drop and the US government shutdown continued.

Silver fell less than gold, edging back towards $22.20 from a new 3-week high hit overnight at $22.46 per ounce.

Tuesday, October 08, 2013

Gold Mining Stocks Sector Resembles a Somme Battlefield / Commodities / Gold and Silver Stocks 2013

By: The_Gold_Report

Technical trader Clive Maund, the force behind CliveMaund.com, tells The Gold Report that the prolonged naked shorting of precious metals stocks has been immensely destructive to the sector and has left a battlefield littered with corpses, like the first day of the Battle of the Somme. The silver lining: He believes his charts are showing a Head-and-Shoulders bottom, which could signal an excellent entry point. That is good news for the companies Maund highlights, which he believes are strong enough to survive the onslaught.

Monday, October 07, 2013

Is Crude Oil Price Ready for Further Growth? What Impact on Gold? / Commodities / Commodities Trading

By: Nadia_Simmons

One of the main events of recent days was the first U.S. government shutdown in 17 years. Light crude dropped to a new monthly low at $101.05 on concerns that this event would reduce demand for black gold in the world's largest oil consumer market. In the previous week, the yellow metal also declined and dropped below $1,300 an ounce. Despite this declines, on Wednesday, both commodities rebounded sharply supported by a weaker U.S. dollar as commodities priced in the greenback became less expensive for holders of other currencies. Additionally, in the second half of the previous week we saw similar price action in both cases.

Monday, October 07, 2013

U.S. Government Shutdown Gold Fuel / Commodities / Gold and Silver 2013

By: Ned_W_Schmidt

The shutdown, albeit it temporary, of much of the U.S. government has drawn both fierce and mixed emotions. On one hand are those that believe a day without government is day with greater liberty. The other group is upset that government is prevented from repressing the spirits of a free economy. Regardless of which group you find yourself, as an investor one should recognize that the shutdown will increase the availability of the fuel necessary to push the price of Gold higher.

Monday, October 07, 2013

Sense of Calm Keeps Gold Flat Despite Threat US Won't Pay Its Bills / Commodities / Gold and Silver 2013

By: Adrian_Ash

PRECIOUS METAL prices were unchanged in what dealers called "thin, quiet" Asian and London trade Monday morning, despite increasing fears the US government will fail to meet its obligations in only 10 days' time.

"Congress is playing with fire," Treasury secretary Jack Lew told CNN on Sunday. Because "if the United States government, for the first time in its history, chooses not to pay its bills on time, we will be in default.

Monday, October 07, 2013

Comprehensive Look at the Gold and Silver Stock Indexes / Commodities / Gold and Silver 2013

By: Rambus_Chartology

In this Report I want to continue looking at the precious metals stock indexes and the consolidation patterns that have been building out since the June low. The reason I’m spending so much time looking at this possible consolidation area is so you can get a feel, in real time, how breakouts and backtest work. There is no better way to learn how the markets work than to watch how things unfold moment by moment. Its easy to say after the fact, yes I should have done this or that, but real time doesn’t give you the luxury of 20/20 hindsight.

Monday, October 07, 2013

Silver Price Targets $31 Before of End 2013 / Commodities / Gold and Silver 2013

By: Clive_Maund

The reason for posting a new Silver Market update at this juncture is that we appear to be at an optimum 'buy spot', for gold, silver and Precious Metals ETFs and stocks, as both gold and silver have dropped back in recent weeks to mark out the Right Shoulder low of what is believed to be a large Head-and-Shoulders bottom.

Monday, October 07, 2013

Gold Price Trend Forecast Into the End of 2013 / Commodities / Gold and Silver 2013

By: Clive_Maund

The reason for posting a new Gold Market update at this juncture is that we appear to be at an optimum 'buy spot', for gold, silver and Precious Metals ETFs and stocks, as both gold and silver have dropped back in recent weeks to mark out the Right Shoulder low of what is believed to be a large Head-and-Shoulders bottom.

Sunday, October 06, 2013

What Did Congress Do to Gold Prices? / Commodities / Gold and Silver 2013

By: Investment_U

Sean Brodrick writes: The U.S. government is in crisis. After all, the government failed to pass a continuing resolution to fund government operations on Monday. The U.S. dollar fell.

But many traders are left wondering, “If it’s such a crisis, why isn’t gold doing better?” The last time we had this scenario, in December 1995, gold moved higher. But this time, gold tanked. Seems weird, right?

Sunday, October 06, 2013

Sillver - QE4ever, POMO4ever, Nevermore4ever / Commodities / Gold and Silver 2013

By: Michael_Noonan

The central bankers have no rudder, adrift in a sea of fiat, taking everybody with them. Witness Cyprus and Greece being forced to walk the plank. Those who choose to stay on this Ship of Fools will suffer the same fate, even worse as the growing panic emboldens banker reactions.

Unless one has become anesthetized to the proverbial handwriting on the wall, symptoms are teeming all around. Barack "Yes We Can" [more than double the debt] Obama told everyone, promised everyone that he would cut the deficit in half. What he did not say is cutting it in half would then be the measure by which it would multiply. Issuing fiat does one thing and one thing only: it robs everyone of whatever value they have. It is a hidden transfer of wealth from you to the government, plain and simple.

Saturday, October 05, 2013

Gold And Silver Central Bank Death Dance, Good News/Bad News / Commodities / Gold and Silver 2013

By: Michael_Noonan

Last week, we began an article on the Central Bank Death Dance, and made it part 1, [here]. The main premise we want to address is why the broadly known demand factors for gold and silver are not being reflected in higher values.

People are not asking the right question[s] in determining that answer. What few are considering, or may not be aware of, is the US government defense of its fiat currency. Part 1 attempted to put the fiat Federal Reserve Note into its true context, for its defense is what keeps gold and silver at purposefully suppressed levels.

Saturday, October 05, 2013

The Fed, Gold and Jobs / Commodities / Gold and Silver 2013

By: Adrian_Ash

The most important part of an economy is simply employment. To ignore or sideline the importance of unemployment statistics is foolish. Including when you are considering what's happening to investments, including gold.