Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, July 04, 2013
Continuing Rising Inflation, Negative Real Interest Rates Continue Bolsters Gold / Commodities / Gold and Silver 2013
By: GoldCore
Today’s AM fix was USD 1,249.50, EUR 961.15 and GBP 819.67 per ounce.
Yesterday’s AM fix was USD 1,246.00, EUR 962.16 and GBP 818.28 per ounce.
Gold rose $10.70 or 0.86% yesterday and closed at $1,252.90/oz. Silver surged to $19.905 and finished up 2.38% at $19.80/oz.
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Thursday, July 04, 2013
How Gold Lost Its Luster / Commodities / Gold and Silver 2013
By: John_Mauldin
We have not revisited the topic of gold in Outside the Box recently, mostly due to the fact that nearly everything I read on the subject is derivative of what I have been reading for years. There hasn't been much that would cause me to think about gold in a different way, and that is the purpose of Outside the Box: to present new perspectives and make us think.
I have recently started to read the work of Ben Hunt at Epsilon Theory. His ideas are interesting in that he examines markets from a behavioral economics perspective, with ample doses of game theory and history, a combination that few people can bring to the table. (In a random but pleasant development, I will get to have lunch with him next week in Dallas when he visits my town. I look forward to it.)
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Wednesday, July 03, 2013
Silver Market Buy Signal - Again! / Commodities / Gold and Silver 2013
By: DeviantInvestor
For the umpteenth time (actually the 3rd since June 2012), silver has given a buy signal according to my reading of the technical indicators.
Problem: How valuable is technical analysis (moving averages, oscillators, over-sold conditions, etc.) when the silver and gold markets are dominated by computers (High Frequency Trading - HFT) and not human beings?
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Wednesday, July 03, 2013
Dow and Gold Silver Ratio Signals Coming Silver Price Rally / Commodities / Gold and Silver 2013
By: Hubert_Moolman
The Dow, in particular, has been the biggest obstacle to a rise in precious metals, due to it sucking up most of the available value on global markets. However, it appears that this obstacle is now out of the way, with the Dow likely having peaked.
Wednesday, July 03, 2013
Gold Drop Done Enough, Traders Are Too Short / Commodities / Gold and Silver 2013
By: Adrian_Ash
GOLD ROSE more than 1.4% from an overnight low at $1242 per ounce in London on Wednesday morning as world stock markets sank and the US Dollar rose.
Commodity prices ticked higher with major government bonds. Silver rallied 2.8% to rise again above last week's finish at $19.69 before dropping with gold.
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Wednesday, July 03, 2013
Gold Inches Higher on Return of Eurozone Debt Crisis as Portuguese Bonds & Stocks Crash / Commodities / Gold and Silver 2013
By: GoldCore
Today’s AM fix was USD 1,246.00, EUR 962.16 and GBP 818.28 per ounce.
Yesterday’s AM fix was USD 1,260.75, EUR 967.95 and GBP 829.93 per ounce.
Gold fell $10.50 or 0.84% yesterday and closed at $1,242.20/oz. Silver slid to a low of $19.238 and finished down 1.33% at $19.34/oz.
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Wednesday, July 03, 2013
Silver and Photovoltaic Solar Panels Demand / Commodities / Gold and Silver 2013
By: Adrian_Ash
Miguel Perez-Santalla writes: How solar cells affected the silver price – and how it didn't...
The PHOTOVOLTAIC industry didn't start to show on charts of silver demand until the year 2000, when it consumed approximately one million ounces.
Those 31 tonnes were barely a blip on the silver consumption chart. In fact, in comparison to the smallest of the large consumers at the time – which was electronics – it was not even a tenth of their consumption.
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Tuesday, July 02, 2013
Gold Analysts Turn Bullish as Price Regains 40% of June Slump / Commodities / Gold and Silver 2013
By: Adrian_Ash
The PRICE of GOLD rose in Asia and jumped at the start of London trade Tuesday, hitting $1267 per ounce to recover 40% of last month's crash before easing back.
Prices for silver bullion also rose, but lagged gold's rate of gain, before slipping back below last week's finish at $19.69 per ounce.
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Tuesday, July 02, 2013
The London Gold Market: What’s Behind the Smoke and Mirrors? / Commodities / Gold and Silver 2013
By: Jan_Skoyles
In our last two major research pieces we have been looking at the working parts of the gold market and where the heart of it lies. We’re trying to help investors understand where gold prices are really set.
Today we take a look at the London gold market, an older and arguably larger market than COMEX.
A couple of weeks ago we explained how we had ‘found that the COMEX was still the beating heart of the gold market.’ Since this research piece, Bron Sucheki, whose work featured in our last piece, suggested this may not necessarily be the whole story. Mr Sucheki pointed out the size of the London ‘opaque’ OTC forward market and research that shows price discovery fluctuates between both COMEX and London.
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Tuesday, July 02, 2013
Why You Still Shouldn’t Listen to Gold Bugs / Commodities / Gold and Silver 2013
By: Investment_U
Alexander Green writes: Many gold bugs are pounding the table for investors to buy gold – now that it’s dropped to roughly $1,200 – and sell stocks.
Don’t listen to them. Not because gold won’t rally from here or stocks won’t sell off – or both. But because – unbeknownst to many of their listeners – this is what they always say. Gold bugs don’t offer an investment analysis. They offer a world view that changes over the decades about as much as the constellation Orion.
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Tuesday, July 02, 2013
A Rare Anomaly in the Gold Stocks Market / Commodities / Gold and Silver Stocks 2013
By: Jeff_Clark
Gold stock investors have been pummeled, including myself. Worse, we've had to hear "I told you so" from all the gold haters in the media.
There are a few commentators expressing mild interest in gold at these levels, but one thing I haven't heard any of them talk about is a metric that gold analysts are rarely able to use, because gold stocks just don't get this undervalued.
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Tuesday, July 02, 2013
Bernanke's Conundrum What it Might Mean for Gold / Commodities / Gold and Silver 2013
By: Michael_J_Kosares
“Central banks sold a record amount of US Treasury debt last week and bond funds suffered the biggest investor withdrawals on record as global markets shuddered at the prospect of the US Federal Reserve ending its quantitiative easing program.”
Tuesday, July 02, 2013
Gold - Stay the Course As Mixed Signals Move Markets / Commodities / Gold and Silver 2013
By: Frank_Holmes
Traders stampeded out of gold, emerging markets and bonds this month, setting record monthly outflows in June. Ever since the Federal Reserve hinted in May that signs of a stronger economy could allow for a slowdown of stimulus, markets have protested the news.
Tuesday, July 02, 2013
Why I Remain Bullish on Gold Even While Negativity Surges / Commodities / Gold and Silver 2013
By: Profit_Confidential
Michael Lombardi writes: Gold bullion prices are taking a hard hit. Headlines are blaring with negativity, and bears continue to say the precious metal is useless. Dear reader, they may have done a good job driving the gold bullion prices lower, but they haven’t changed my opinion on gold one bit. I continue to believe that gold bullion has a shining future ahead.
Regardless of the gold bullion prices declining on the paper market, I see demand for the precious metal increasing. It’s giving the average investor another buying opportunity just like they had back in 2008.
Monday, July 01, 2013
The Bell Just Rang On Gold Stocks - The Lows Are In! / Commodities / Gold and Silver Stocks 2013
By: David_Banister
As they say on Wall Street, “They don’t ring bells at the top” and for sure they usually don’t give you a phone call at the bottom either. Many heads have rolled trying to call this recent near 2 year downdraft in Gold in terms of bottom callers, me included. I thought we would never get much below 1440 or so from the 1923 highs, but alas we all know we did.
Monday, July 01, 2013
The Golden Gold Price Cycle / Commodities / Gold and Silver 2013
By: Peter_Schiff
The New York Times had the definitive take on the vicious sell off in gold. To summarize one of their articles:Two years ago gold bugs ran wild as the price of gold rose nearly six times. But since cresting two years ago it has steadily declined, almost by half, putting the gold bugs in flight. The most recent advisory from a leading Wall Street firm suggests that the price will continue to drift downward, and may ultimately settle 40% below current levels.
The rout says a lot about consumer confidence in the worldwide recovery. The sharply reduced rates of inflation combined with resurgence of other, more economically productive investments, such as stocks, real estate, and bank savings have combined to eliminate gold's allure.
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Monday, July 01, 2013
Gold Price Rally Only Technical Bounce / Commodities / Gold and Silver 2013
By: Adrian_Ash
The PRICE of gold rose hard in Asian trade Monday morning, extending Friday's strong rally, but slipped back in London to start the third quarter of 2013 with an AM Fix of $1243.50 per ounce.
That was 26% below New Year for US Dollar investors, 21% down in Sterling, and 25% lower in Euros.
Silver also spiked before pulling back, dropping below Friday's finish at $19.69 per ounce.
Monday, July 01, 2013
Russia and China Building Their Gold Reserves / Commodities / Gold and Silver 2013
By: Alasdair_Macleod
Chairman Mao Western economic commentary on China and Russia is usually coloured by monetarist assumptions not necessarily shared in Moscow and Beijing. For this reason, Russian and Chinese fiscal and monetary policies are misunderstood in financial markets, as well as the reasons their governments buy gold.
China has been notably relaxed about her own people acquiring gold, and the government itself appears to be absorbing all of China’s mine output. Russia is also building her official reserves from her own mine supply. The result over time has been the transfer of aboveground gold stocks towards these countries and their allies. The geo-political implications are highly important, but have been ignored by western governments.
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Monday, July 01, 2013
Is the Gold Bubble Phase About to Begin? / Commodities / Gold and Silver 2013
By: Toby_Connor
I think the manipulation after QE4 has accelerated the bull market. We now have the necessary conditions for the bubble phase in gold to begin. I was expecting the second phase correction (the correction that separates the second phase of the bull market from the bubble phase) to occur at the next 8 year cycle low due in 2016. However I think the manipulation of the precious metals markets over the last 8 months has probably shortened the bull market.
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Sunday, June 30, 2013
Gold Stocks Low? / Commodities / Gold and Silver Stocks 2013
By: WavePatternTraders
I have been tracking a potential 5 wave decline in Gold stocks to help me also find a low in Gold.
Fridays reversal in both the $HUI and Gold was an encouraging sign for the bulls and whilst its only a 1 day move, it has the potential for something much more.
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