Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Wednesday, July 31, 2013

Gold Nears 10% Monthly Gain Ahead of Fed Decision / Commodities / Gold and Silver 2013

By: Adrian_Ash

The PRICE of wholesale gold fell back to $1320 per ounce Wednesday lunchtime in London as new data showed the US economy expanding faster-than-expected.

Second quarter GDP rose 1.7% in real terms from a year earlier, the Bureau of Economic Analysis said.

Wednesday, July 31, 2013

What Do Other Commodities Tell Us About Gold’s Future Price Moves? / Commodities / Gold and Silver 2013

By: P_Radomski_CFA

If you want to be an effective and profitable investor you should look at the situation from different perspectives and make sure that the actions that you are about to take is really justified.

In the precious metals market it turns out very often that if you take a look at the gold’s price chart only, the outlook might be incomplete or even unclear. For this reason, we usually complement the yellow metal’s analysis by the analysis of silver, mining stocks, the general stock market, important ratios and other related markets.

Wednesday, July 31, 2013

Untangling Gold at the Bank of England / Commodities / Gold and Silver 2013

By: BATR

From 2006 the Bank of England’s Annual Report has declared the quantity of gold in its custody, including the UK’s own 310 tonnes. Prior to that date a diminishing quantity of on-balance sheet gold (sight accounts) was recorded in the audited accounts, which then disappeared. This tells us that sight accounts (where the BoE acts as banker and not custodian) were dropped. This is sensible, because the BoE is no longer directly liable to other central banks while gold prices are rising.

Wednesday, July 31, 2013

Gold Price Finally Ready to Launch / Commodities / Gold and Silver 2013

By: Submissions

Bob Loukas writes: Gold appears to have wakened from what has been a very challenging 10 month decline.  Ever since last September’s rally failed (bull trap) to take out the all-time high set back in 2011, it has literally been straight downhill for gold.  But the signs of a trend change are everywhere now, and this is evident technically in the charts and within the changing composition of the Cycles.  Be warned we are due a $50 pullback this week towards a Daily Cycle Low.  However beyond that, all indications point to a substantial rally about to take hold.  According to my Cycles analysis, we’re looking at a 10 week gold rally back to the $1,520-50 region.

Wednesday, July 31, 2013

Why Economic Fundamentals Dictate Gold Prices Will Rise / Commodities / Gold and Silver 2013

By: Profit_Confidential

Michael Lombardi writes: To predict future prices of any good or service, Economics 101 dictates that we must measure the demand and supply of the good or service in question. Today, I’m applying those time-proven measures to the state of gold bullion.

Tuesday, July 30, 2013

Why Negativity Toward Gold Bullion Isn’t Affecting Physical Demand / Commodities / Gold and Silver 2013

By: DailyGainsLetter

Moe Zulfiqar writes: Gold bullion prices fell below $1,200 an ounce by the end of June; now, they are trading above $1,300, down from well above $1,600 in January. Looking at this price action in the gold bullion market,investors are asking if the recent surge after making lows is just a rally based on short covering—investors who were short-closing their positions—or if it’s due to fundamental reasons.

Tuesday, July 30, 2013

Should You Trust Your Instincts on Gold? / Commodities / Gold and Silver 2013

By: Don_Miller

Recent events in San Francisco and at La Guardia Airport made me recall a terrifying experience years ago. It was my last flight of the year, and I was headed home for Christmas. The plane was speeding down the runway to take off, when the pilot suddenly reversed thrust and slammed on the brakes; the plane shook like I have never experienced before as the pilot aborted the takeoff. As we stopped mere feet from the end of the runway and caught our breath, the pilot came on the intercom and announced, "I'm sorry to frighten you, ladies and gentlemen. I have been flying for many years. There was nothing on our instrument panel that says we have any kind of problem. It just did not feel right, and I want to have some things checked out before we go vaulting into the air."

Tuesday, July 30, 2013

Crude Oil Shortage Meme Struggles On, And On / Commodities / Crude Oil

By: Andrew_McKillop

GOLD CORE SAYS
What looks suspiciously like disguised advertising for the site, Gold Core has published a three-part report in its Market Update series on “why gold must rise”. Key arguments used by Gold Core include the parlous state of world financial markets, and what Gold Core calls a “selloff of all asset classes: stocks, bonds, commodities, and of course, silver and gold”. We didn't yet notice the selloff in stocks, and although the commodities sector has been mauled, oil prices are still at extreme, well-supported, heavily-manipulated highs. The world's green energy sector is in several ways comparable – resulting from the same basic cause of overvalued assets sucking in vast amounts of investor capital, needing a continuation of overvalued assets – or price collapse.

Tuesday, July 30, 2013

China Offers Sturdy Floor in Gold Price, But US Fed Meeting Risks Downside / Commodities / Gold and Silver 2013

By: Adrian_Ash

PRECIOUS METALS held in a tight range in London on Tuesday morning, moving sideways as world stock markets rose and commodities slipped ahead of the US Federal Reserve meeting, which begins today.
 
"No outstanding features, volumes fairly light and very little to report," says broker Marex Spectron.
 

Tuesday, July 30, 2013

As The Crisis Deepens, Gold Flows East / Commodities / Gold and Silver 2013

By: GoldCore

Today’s AM fix was USD 1,322.25, EUR 996.65 and GBP 864.05 per ounce.
Yesterday’s AM fix was USD 1,330.75, EUR 1001.24 and GBP 864.79 per ounce.

Gold fell $3.60 or 0.27% yesterday and closed at $1,329.40/oz. Silver fell $0.19 or 0.45% and closed at $19.84.

Gold is remaining steady ahead of the key U.S. Fed policy meeting later today. Mixed economic data from the U.S. has left no clues as to when the Fed will taper its stimulus program. Gold bullion prices reached a five week high of $1,347.69/oz last week.

Tuesday, July 30, 2013

Concerned about the U.S. Dollar? How to Manage Dollar Risk / Commodities / US Dollar

By: Axel_Merk

Are you concerned about the U.S. dollar? Are these concerns justified? If so, what do you do about it?

Tuesday, July 30, 2013

The Silver Solar Photovoltaic Bull Market in China / Commodities / Gold and Silver 2013

By: Jeff_Clark

Early this month, big news came out of China. It may have gone unnoticed by some investors—and there's really no reason why it would have been covered extensively by mainstream media—but it's important if you're a silver investor. China raised its target for solar generating capacity to more than 35 gigawatts (GW) by 2015, a stunning increase of 67% above the previous target.

Tuesday, July 30, 2013

Are Gold Stocks on the Cusp of an Upswing? / Commodities / Gold and Silver Stocks 2013

By: The_Gold_Report

It is like a carrot on a stick for small-cap mining investors: the promise that we have finally hit bottom and can expect gold prices and stocks to begin to emerge again. That time is almost here, according to Ron Struthers, the publisher and editor of Struthers' Resource Stock Report. In this interview with The Gold Report, Struthers discusses how a run on bullion banks has played with the gold price and which indictor is telling him things are about to move. If Struthers' forecast is right, the market could be on the cusp of one of its best corrections yet.

The Gold Report: Ron, the Federal Reserve has decided to continue quantitative easing (QE) for the foreseeable future. Gold has risen steadily since that news. Is that what you predicted the Fed would do?

Tuesday, July 30, 2013

Fresh Look at Gold and Silver Precious Metals Complex / Commodities / Gold and Silver 2013

By: Rambus_Chartology

In this Weekend Report lets take an unbiased look at the HUI, gold and silver to see if there are any big changes taking place to upset the apple cart so to speak. Emotions can turn on a dime in the markets, as you are all well aware of, from bearish to bullish or the other way around in a heart beat. That’s what the markets thrive on. Being open to change and not being married to a position is critical to survival when you put your hard earned capital to work in the markets.

Monday, July 29, 2013

Gold Traders "Wait and See" Ahead of Fed Decision / Commodities / Gold and Silver 2013

By: Adrian_Ash

WHOLESALE GOLD prices reversed an overnight drop of $10 per ounce to trade above $1335 lunchtime Monday in London, gaining in what dealers called "very quiet" trade.

Silver also rallied from an earlier drop, adding 1.9% to trade above $20.10 per ounce.

Monday, July 29, 2013

Now Time to Buy Silver? / Commodities / Gold and Silver 2013

By: Money_Morning

With silver prices down some 30% year-to-date, is now a good time to buy silver?

We at Money Morning love the buying opportunity being presented in the silver market. With a near zero interest policy in the U.S. likely to stay in place for at least a few more years, and global monetary printing presses continuing to run at full speed, precious metals like silver are once again a lucrative, and now much cheaper, asset.

Monday, July 29, 2013

How to Invest in the Future of Geothermal Energy / Commodities / Energy Resources

By: Jason_Hamlin

Before you click away from this article in the belief that geothermal is just another “green” technology that can’t compete with coal or oil, consider the following…

Geothermal is a renewable energy source that is expected to grow fivefold in the next seven years and produces more than double the energy of solar and wind combined. And here is the real rub… unlike solar power, geothermal is cheaper to produce than coal, oil or other “dirty” sources of energy. The most common form of geothermal power costs about $64 a megawatt-hour, according to Bloomberg New Energy Finance, below the $78 for coal, $82 for onshore wind turbines and $142 for traditional solar panels.

Monday, July 29, 2013

Silver Price Behavior Change, Enough For A Bottom? / Commodities / Gold and Silver 2013

By: Michael_Noonan

One of the largest issues many have with technical analysis is linking an understanding of their fundamental “beliefs” with prices on a chart. By fundamental, we include simply the knowledge of any number of known factors, shortages, record buying of coins, people generally positive about the “news,” as a few simple examples. There is a need for a hand- to-eye type of association between existing fundamental “beliefs” and current prices.

Beliefs are formed opinions about reality, but not necessarily reality itself. Change the belief, and you change the reality. The current wide-spread belief is that there is a huge shortage in silver, relative to the demand. From that belief an expectation of higher prices arises. The reality is, for whatever reason, price has declined to levels that have surprised almost all who follow the silver market, and gold, as well.

Monday, July 29, 2013

Extreme Gold Market: Distortions Abound, Disappearing Supply Comex Near Future Shutdown / Commodities / Gold and Silver 2013

By: Jim_Willie_CB

The true Gold price is PP in the graph, while the phony price is P* since it is associated with supply shortage and excess demand. A picture might be worth a thousand words, but sometimes a picture requires a thousand words to explain its full meaning. The true Gold price is very much unknown, hotly debated, and unclear even to the professionals in the business of selling it in either small or large quantities. Tremendous variance in Supply across the world will become more common, seen as pockets today. The new wrinkle to float from the ether is the wide perception that the gold market is corrupt, that futures contracts are corrupt, that the official inventory accounting is corrupt, that the bond market behind the fiat currency system is corrupt, that the derivative market that supports the banking system is corrupt, that the bank asset accounting is corrupt, and that the leaders are members of a corrupt corporatocracy that hardly steeps in democracy. The perceptions toward corruption are fast changing.

Sunday, July 28, 2013

Unusual Gold Rally is on the Cards / Commodities / Gold and Silver 2013

By: DailyWealth

Get ready for a rally in the most important ratio you're not following... the "gold-to-oil" ratio.

Most folks don't know about it, but there is an interesting world of trading ideas that can be termed "ratio trades." These aren't the conventional "buy a stock and hope it goes up" trades. They involve trading one asset against another asset. For example, one of the most important ratios in this group is the "gold-to-oil" ratio.