Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, August 08, 2013

The Most Important Gold Charts / Commodities / Gold and Silver 2013

By: Peter_Degraaf

The two most important charts you’re likely to see all day.

Thursday, August 08, 2013

Is the U.S. Shale Oil Boom Out of Balance? / Commodities / Crude Oil

By: Money_Morning

Dr. Kent Moors writes: It's boom time in Texas. From the Eagle Ford shale to the Permian Basin, it's practically raining money.

Now you would think that would be a positive for the local economies. But as this boom unfolds, it is not without its own share of problems.

Thursday, August 08, 2013

The Silver Noise is Deafening! / Commodities / Gold and Silver 2013

By: DeviantInvestor

"Beam me up, Scotty!"

"I can't Captain, the signal is weak and there is too much noise." (My apologies to you Trekkies....)

That conversation (which did not happen) describes the problem with the silver and gold markets now. There is so much noise, false information and lack of clarity - and not enough signal - real data and understanding.

Wednesday, August 07, 2013

When Gold Bullion Prices Will Rebound / Commodities / Gold and Silver 2013

By: InvestmentContrarian

Sasha Cekerevac writes: A common question that I receive from readers is in regard to gold bullion. Many people over the past few years have begun allocating a portion of their investment strategy into the yellow precious metal and are curious about what’s possible in the near future.

Wednesday, August 07, 2013

Why I Can’t Help But Be Bullish on Gold Bullion Prices / Commodities / Gold and Silver 2013

By: Profit_Confidential

Michael Lombardi writes: Gold bullion prices started their run-up way back in 2000, when the commodity was trading around $300.00 an ounce. From there, it took the precious metal 12 years to break above $1,900 an ounce—an unprecedented move. When an investment, such as gold bullion, rises 500%, a pullback in the “advance” is quite normal.

The fundamentals of the precious metal’s charge haven’t really changed. Demand for gold bullion is strong, while supply is actually dwindling as gold miners cut back on production, adjusting for lower gold bullion prices.

Wednesday, August 07, 2013

Is the Silver Bull Market Over? / Commodities / Gold and Silver 2013

By: Jason_Hamlin

Precious metals had a strong month in July. But while gold was up 5%, silver advanced only 1%. A more recent reading of the past 30 days through August 6th, shows gold up 4.9%, while silver is up only 3.3%. This is an atypical relationship between the two metals, as silver usually leads gold higher (or lower). As the more volatile metal, silver is often up at twice the pace of gold during any given move.

Tuesday, August 06, 2013

What's In The Fed's Gold Vaults? / Commodities / Gold and Silver 2013

By: John_Browne

Given that the demand for physical gold among private investors has remained strong throughout 2013, the significant price declines in recent months took many investors by surprise. Attempting to make sense out of this situation, speculation has arisen that the so-called 'bullion banks' (the mostly "Too Big to Fail" institutions that are known to work closely with the central banks) have lent out, or even sold, gold on a fractional basis, far in excess of what is supposedly held in their vaults. The result would have been to multiply greatly the amount of 'apparent' gold in the market and thereby depress prices. Such an action would provide needed cover for the embarrassment of currency depreciating central banks' policies.

Tuesday, August 06, 2013

What Doesn't Kill Gold Makes It Stronger / Commodities / Gold and Silver 2013

By: Peter_Schiff

I've been emphasizing for months that the current correction in the gold price is a result of speculative money fleeing the market and not any reflection of gold's long-term fundamentals. Unfortunately, there is so much money to be made (and lost) by day trading that my cautions have once again fallen on deaf ears.

Tuesday, August 06, 2013

Are Gold and Silver Really Protecting Value? / Commodities / Gold and Silver 2013

By: Julian_DW_Phillips

Performance - In the Dollar?

In the U.S. institutional investors, in 2013, have sold off over 1,000 tonnes of gold holdings from the SPDR gold ETF, the investment banks, from the Gold Trust and from COMEX because they have switched from gold to equities in the U.S.

Nowhere in the world have gold investors followed U.S. investors, but have either held onto their gold or rushed in to buy up the physical gold made available to them. And this was done when prices were falling.

Tuesday, August 06, 2013

What's Behind July's 9% Rise in Crude Oil Prices / Commodities / Crude Oil

By: Money_Morning

Tony Daltorio writes: U.S. crude oil prices finished the month of July on a very positive note. Front-month futures ended July at just above $105 a barrel.

That put those futures up about 9% for July, the largest one-month gain for crude oil in 11 months.

Tuesday, August 06, 2013

Gold Price Retreats As Dallas Fed Indicates QE Tapering By December / Commodities / Gold and Silver 2013

By: GoldCore

Today’s AM fix was USD 1,292.00, EUR 972.97 and GBP 840.38 per ounce.
Yesterday’s AM fix was USD 1,311.00, EUR 986.83 and GBP 852.91 per ounce.

Gold fell $6.30 or 0.48% yesterday and closed at $1,301.40/oz. Silver fell $0.14 or 0.71% and closed at $19.68.

Tuesday, August 06, 2013

Gold Stocks Correcting in Typical Post-Bottom Fashion / Commodities / Gold and Silver Stocks 2013

By: Jordan_Roy_Byrne

In our last editorial we presented the bulletproof evidence that the gold stocks had put in a major bottom. We included a historical chart that was supplemented by a major reversal at a Fibonacci strong target and on record weekly volume. At the end of that piece we noted that the sector could correct before it would accelerate to the upside. Looking at historical rallies from major bottoms we noticed that there tends to be a consolidation or correction around the 50-day moving average. The sector is two weeks into that correction. Don't worry bulls, this is exactly what happens following the initial rebound.

Monday, August 05, 2013

Poor Economy = Low Gold Price? / Commodities / Gold and Silver 2013

By: Jeff_Clark

Despite some positive data, the global economy is showing signs of slowing, a remarkable development in itself when you consider all the money printing and deficit spending that's transpired over the past few years. According to the IMF's overview, global growth was less than expected in the first quarter of 2013, at just over 3%, which is roughly the same as 2012. The lower-than-expected figures were driven by significantly weaker domestic demand and slower growth in emerging-market economies, a deeper recession in the euro area, and a slower US expansion than anticipated. The report concludes that the prospects for the world economy remain subdued.

Monday, August 05, 2013

Gold Rally Out of Seasonal Strength and Soft Non Farm Payrolls Payrolls / Commodities / Gold and Silver 2013

By: Bob_Kirtley

Fed monetary policy has been the most significant driver of gold prices over recent years, and US employment data has been the main driver of Fed policy. Therefore the release of US Non-Farm Payroll data is hugely significant for gold investors and Friday’s release was no exception. We have been bearish on gold prices for all of 2013 and as a result our model portfolio is up nearly 60% year to date. However, there a couple of factors that are causing us to consider the possibility of a significant rally in gold prices towards the end of the year. Whilst our core view is that gold prices will head lower, we see a risk that softer employment data and delay of QE tapering triggers a rally in gold over the coming months.

Sunday, August 04, 2013

COMEX Registered Gold Inventory Continues To Drift Lower / Commodities / Gold and Silver 2013

By: Jesse

Total gold at the COMEX, which includes eligible and registered bullion, remained steady at around 7 million ounces.

Registered gold, which is bullion that is considered as deliverable for those who choose to 'stand for delivery' on their futures contracts, remained a bit thin and decreased slightly to a little over 935,000 ounces.

Sunday, August 04, 2013

Investor Opportunity Erupts as the Potash Cartel Dissolves / Commodities / Potash

By: Investment_U

Sean Brodrick writes: North American potash producers got sucker-punched when Russian fertilizer giant OAO Uralkali suddenly said the price of potash could fall in a big way.

Uralkali should know. At the same time it made the bold statement, it broke the news that it will back out of Belararus Potash Co. (BPC), its partnership with a Belarus-based fertilizer maker.

Saturday, August 03, 2013

Gold And Silver – Contrary To Popular Belief, Paper Is The Bellwether For Near-Term Precious Metals / Commodities / Gold and Silver 2013

By: Michael_Noonan

For all of the disdain directed toward the paper futures markets in gold and silver from the Precious Metals, [PM], community, those markets continue to set the tone for pricing. Why is that?

People by the tens of thousands lining up to buy gold and silver, waiting for hours in lines; record sales for gold and silver coins growing month by month; central banks have over- leased their gold holdings, [add also the gold holdings of its customers, against their knowledge]; banks no longer delivering physical gold; banks with allocated gold accounts held by the uber-wealthy not able to make good in delivering gold to rightful holders; German bank demanding gold back from New York and London, told "unable" for the next seven years, not weeks, not months, years; India banning gold imports, and now Pakistan. There are many rumors that COMEX/LMBA have little to no gold and silver available to deliver. The paper markets are garbage, worthless, a joke.

Saturday, August 03, 2013

Gold Investors Golden Sunrise Coming / Commodities / Gold and Silver 2013

By: DeepCaster_LLC

“To combat depression by a forced credit expansion is to attempt to cure the evil by the very means which brought it about; because we are suffering from a misdirection of production, we want to create further misdirection – a procedure which can only lead to a much more severe crisis as soon as the credit expansion comes to an end.” Friedrich Hayek, 1933

Gold Investors have suffered through nearly two years of Price Takedowns, as have the Gold Miners.

Friday, August 02, 2013

Junior Gold Stocks Confidence Crisis / Commodities / Gold and Silver Stocks 2013

By: Zeal_LLC

Gold’s miserable 2013 has been devastating for gold stocks.  This sector, arguably the best performing over the 2000s, has quickly become the pariah of the markets.  And no group of gold stocks has seen more carnage than the junior explorers.

Descriptive of their name, junior gold explorers are small mining companies that explore for gold.  And within this sub-sector is a wide spectrum of exploration stages, from early-stage to advanced-stage.

Friday, August 02, 2013

How Falsified U.S. GDP Data will Lead to Much Higher Gold and Silver Prices / Commodities / Gold and Silver 2013

By: Steve_St_Angelo

While it seems that just about all of the economic data coming out of Wall Street or the U.S. Government is manipulated, there is one piece of data that is not.  This valuable piece of information may also give us an idea on just how much the U.S. GDP data is being falsified.

The problem today with modern economics is that it has totally divorced itself from the physical economy.  Everything is based upon a financial adjustment of one figure or a recalibration of another.  Nothing is as its seems in the "Wonderful World of Financialization."