Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Saturday, September 21, 2013

Gold And Silver – Fed Taper? Never! Never, Never, Ever! / Commodities / Gold and Silver 2013

By: Michael_Noonan

The proverbial handwriting has been on the wall for quite some time. Lying Ben Bernocchio just sealed the fate of the already doomed fiat Federal Reserve Note, aka the "dollar," along with the financial well-being of most unsuspecting Americans who will be unprepared for what is going to happen, at some point and with certainty. Collapse.

Saturday, September 21, 2013

Recent Gold Price Rally A Sign of Strength? / Commodities / Gold and Silver 2013

By: P_Radomski_CFA

According to Reuters, gold is often seen as an inflation hedge (while it is really a system hedge in our opinion) and this safe-haven investment, has fallen nearly 20% this year on fears of an end to easy central bank money, which had propelled it to record highs in 2011.

On Wednesday, after the Fed said it would stick to its stimulus plan for now, the yellow metal gained more than 4%, leading the rally in commodities. Yesterday, gold rose to a new one-week high and extended the previous session's rally, lifted by technical buying and short-covering.

Friday, September 20, 2013

Fed Decision to Delay QE Tapering Unleashes Gold / Commodities / Gold and Silver 2013

By: Zeal_LLC

The Federal Reserve shocked the financial world this week, defying universal expectations.  It failed to start reducing the pace of its third quantitative-easing campaign’s debt monetizations, delaying the long-anticipated QE3 taper indefinitely.  This surprise ignited sharp moves in nearly all major markets, but gold’s was certainly the most impressive.  It rocketed higher on the Fed’s startling new paradigm shift.

Friday, September 20, 2013

Gold and Silver and Being Long Gamma / Commodities / Gold and Silver 2013

By: Dr_Jeff_Lewis

When an option trader has a long gamma position it means that they benefit from volatility and can rebalance their portfolios’ profitably if the underlying asset moves significantly.

The more volatile the precious metals becomes, especially to the downside, the more buying interest emerges.

Friday, September 20, 2013

Gold and Silver Prices — Mapping Short Term Volatility / Commodities / Gold and Silver 2013

By: Dr_Jeff_Lewis

After years of paying attention to the price action and not the mainstream market commentary. — Thanks in large part to Ted Butler and GATA — here are some of the dominate forces that currently seem to be determining price movements in the precious metals:

Friday, September 20, 2013

Ron Paul Warns Prepare for the Destruction of the U.S. Dollar / Commodities / Gold and Silver 2013

By: GoldCore

Today’s AM fix was USD 1,355.25, EUR 1,002.18 and GBP 845.39 per ounce.
Yesterday’s AM fix was USD 1,363.50, EUR 1,005.90 and GBP 848.16 er ounce

Gold fell $1.10 or 0.08% yesterday, closing at $1,365.20/oz. Silver dropped $0.08 or 0.35%, closing at $23.01. At 3:41 EDT, Platinum fell $3.70 or 0.3% to $1,458.80/oz, while palladium rose $13.85 or 1.9% to $730.59/oz

Friday, September 20, 2013

Silver Major Bottom Pattern is Completing / Commodities / Gold and Silver 2013

By: Clive_Maund

Much of what is written in the parallel Gold Market update applies equally to silver and that will not be repeated here.

Silver's major reversal pattern, which, like gold's, is a Head-and-Shoulders bottom, is different to gold's in the detail that it is flat-topped - the "neckline" or top boundary of the pattern is a horizontal band of resistance. Otherwise they are broadly similar in meaning, which is hardly surprising as gold and silver are "joined at the hip", the big difference from an investor's point of view being that silver is a leveraged play on a gold move.

Friday, September 20, 2013

Fed Refusal to Taper is Good News for Gold Investors / Commodities / Gold and Silver 2013

By: Clive_Maund

That was a huge announcement by the Fed Wednessday (18th) to keep monetary policy the same and the effect on the markets was immediate and dramatic. To say that this announcement was gold friendly would have to be one of the understatements of the year. Gold soared making its biggest one-day gain for 15-months, silver rose sharply and Precious Metals stocks took off like a rocket. This action marks the start of a major sectorwide uptrend. The dollar tanked as the Fed's ongoing policy amounts to a continuation of its long-term policy to destroy the currency that has actually been in force with great effect since 1913 - just ask an old timer how much coffee he could buy for a dollar.

Thursday, September 19, 2013

What's The Indian Government Doing to Gold? / Commodities / Gold and Silver 2013

By: Julian_DW_Phillips

Difference between India & China

While both nations have been touted as the fasted growing nations in Asia, there are stark differences between the two nations that are coming to the fore now.

The first is that in China, the population has a fear of gov't and the dangers of disobeying it. After nearly 48 years of intense pressure and 're-modeling' of the thinking of the Chinese people, the Chinese are now a highly regimented people who appear to enjoy hard work, have a tacit obedience of gov't and appreciate the lift in their standard of living. They appear to be fully supportive of the extraordinary urbanization of the country and the present reality that nearly three quarters of the country have a much higher standard of living than they have ever experienced. The nation is headed towards becoming the economic powerhouse of the world before 2020.

Thursday, September 19, 2013

Gold Lust: A Report From the Road / Commodities / Gold and Silver 2013

By: Investment_U

Sean Brodrick writes: I’m traveling around Nevada this week, scouting gold miners. Nevada is one of the best places on Earth to be mining right now. And as a geologist reminded me yesterday, all the biggest mines in the world started out small, just like the up-and-comers I’m visiting.

Some of them could be among tomorrow’s giants. I’ll be reporting on the companies I discover in my new advisory service, which will launch later this year. In the meantime, I’ll post video interviews I conduct with mining executives on InvestmentU.com. To see the interviews I’ve done so far, click here.

Thursday, September 19, 2013

'QE Unlimited' Sparks 'Risk-On Party' as Dollar Sinks, Gold Jumps / Commodities / Gold and Silver 2013

By: Adrian_Ash

WORLD stock markets, foreign currencies and commodities extended yesterday's jump versus the US Dollar in Asia and London on Thursday morning, with gold regaining the $1370 level it leapt to after the Federal Reserve voted not to trim its quantitative easing program.

Defying the expectations built since April, the Fed gave financial markets what one FX strategist called "a massive green light for a risk-on party."

Wednesday, September 18, 2013

How Will Tapering Affect Gold Bullion Investment? / Commodities / Gold and Silver 2013

By: Jan_Skoyles

Next week the FOMC will meet for one their eight scheduled meetings. It is this particular meeting that has had traders, market commentators and investors almost in frenzy as they try to predict the outcome. It seems everyone is convinced that tapering will go ahead, as of next week, and the gold bears believe that this will signal gold’s demise.

Wednesday, September 18, 2013

Gold "Fierce" If Fed Surprises / Commodities / Gold and Silver 2013

By: Adrian_Ash

The WHOLESALE price of gold fell below $1300 for the first time in 6 weeks Wednesday morning in Asia, as traders in all markets awaited today's US Fed announcement on QE tapering.

Regaining that level in London – a record high when first reached 3 years ago next week – gold still held 7% beneath the start of September.

Wednesday, September 18, 2013

Oil Companies Shifting To Electric Gold / Commodities / Electricity

By: Andrew_McKillop

PURE AND SIMPLE ECONOMICS
Outside the US, Canada, China, Australia, India, South Africa, Indonesia and a certain number of other countries, electricity has become a highly valued asset for the financial strategy of leading energy companies – starting with Big Oil. In the highest-priced region for electricity – the EU – Eurostat gives the average price for household consumers as 11.9 euro cents (15.5 US cents) per kWh in 2012 pricing electricity at around $248 per barrel of oil equivalent.

Wednesday, September 18, 2013

Damascus Dodges a bullet, Make This Crude Oil Move Immediately / Commodities / Crude Oil

By: Money_Morning

Dr. Kent Moors writes: Damascus may have dodged a bullet (or a cruise missile), but nothing else has changed very much. Not in terms of risk.

That explains why the "Syrian Premium" remains. It may be slightly reduced, as you'll see. But it is likely to stay with us even after the threat of a military solution has been averted.

Wednesday, September 18, 2013

The Shale Gas Fantasy and Profit When the Bubble Bursts / Commodities / Shale Oil and Gas

By: The_Energy_Report

The numbers don't lie—but politicians and industry bigwigs do. While pundits still wax poetic about an era of American energy independence, Bill Powers, author of the book "Cold, Hungry and in the Dark: Exploding the Natural Gas Supply Myth," sees productivity plummeting in almost every major shale play. In this interview with The Energy Report, Powers tells us to forget about LNG exports and a manufacturing boom and get positioned for a bust. How? Invest in energy equities. Powers names his favorites for maximum returns when the bubble bursts.

Tuesday, September 17, 2013

The Great Gold Heist of 2013: Exploding Demand & Falling Supply / Commodities / Gold and Silver 2013

By: Steve_St_Angelo

No one was prepared for the orchestrated take-down of the price of gold and silver in the first half of 2013.  Forecasted supply was generously overstated while demand... grossly under-estimated.  Thus, the tremendous imbalance had to be resolved which came to be known as "The Great Gold Heist of 2013."

Not only were the investors taken by surprise from the huge price declines, but so were the Fed and member bullion banks -- one by price movement and the other by huge demand.  To understand why I believe there was a gold heist, we have to dissect through some of the just released official data.

Tuesday, September 17, 2013

Gold and the Fed – What If... / Commodities / Gold and Silver 2013

By: Matt_Machaj

In my previous article (What if the Fed Really Tapers QE?) I focused on what would be the likely outcome of limiting the QE program on several key markets (gold, real estate, stocks and bonds). Today, we will provide you with an analogous analysis for a completely different scenario.

In the following part of the article we will discuss what’s likely to happen if the Fed simply continues the QE program and informs about it in a direct way.

Tuesday, September 17, 2013

Silver and Gold Price Manipulation / Commodities / Gold and Silver 2013

By: Janet_Tavakoli

Price manipulation is a time-honored tradition in structured finance. There will be abuse anytime there is a price “fixing” or a price set on the basis of a trade.

Instances of abuse are the dragons that “regulators” are supposed to constantly slay. When regulators are too slow, unwilling, or unable to do the job—and if you haven’t been paying attention, regulators have been all three for decades—market professionals take matters into their own hands.

Tuesday, September 17, 2013

Gold Retraces 50% of Both Summer 2013 and 2008-2011 Gains / Commodities / Gold and Silver 2013

By: Adrian_Ash

The WHOLESALE price of gold halved an early 1.5% rally lunchtime Tuesday in London, dropping back to $1315 per ounce as world stock markets fell ahead of tomorrow's long-awaited US Federal Reserve decision.

Silver reversed all of an earlier 1.8% climb, falling back below $22 per ounce.

UK and Eurozone government bonds slipped in price, but US Treasuries rose – pushing interest rates down for a fifth session – after new data said US consumer prices rose less quickly than analysts forecast in August.