Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Saturday, June 08, 2013
Gold And Silver Price Reality Does Not Matter - COMEX Potemkin Does / Commodities / Gold and Silver 2013
It never gets tiring to say how the market is the most reliable source of information in the form of developing market activity. Prior to the sharp sell off in mid-April, the prevailing belief was that central bankers had their golden teat caught in a demand ringer from which there was no escape. Never underestimate the [devious] ability of those in power.
No one expected Cyprus to happen, and no one expected the April sell-off to happen, at least for the reasons it did, which was massive [illegal] naked short-selling by JPM, sanctioned by the Comex and the Obama administration, who has yet to uncover any illegal doings by those who control Wall Street, [along with his administration.]
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Saturday, June 08, 2013
Which Way For Gold Price From Here? / Commodities / Gold and Silver 2013
Without looking very hard you can find just about any outlook for gold, and a reasonable explanation for that outlook, that you might need to fit in with your own expectation.
Even though gold is down 27% from its 2011 top, well past the 20% decline that defines a bear market, gold bugs insist on calling it a brief correction, and have been repeatedly calling the bottom at each short-term rally attempt all the way down.
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Saturday, June 08, 2013
The Ghost Empire - Climate Change, Global Warming, Drought and Desertification / Commodities / Climate Change
Drought is a normal recurring feature of the climate in most parts of the world. It doesn’t get the attention of a tornado, hurricane or flood. Instead, it’s a slower and less obvious, a much quieter disaster creeping up on us unawares.
Climate change is currently warming many regions, overall warmer temperatures increase the frequency and intensity of heat waves and droughts.
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Saturday, June 08, 2013
Silver Prices: Paper, Physical and the Coin Dealer / Commodities / Gold and Silver 2013
Confirmation of the coming end to the paper silver market will very likely pivot on the physical dealers’ bid price, so this key benchmark bears very close watching indeed.
When the buy back for physical silver price far exceeds the paper price, then you will know the silver market is just about ready to explode to the upside.
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Saturday, June 08, 2013
Silver’s Monetary Return / Commodities / Gold and Silver 2013
The quadrillion pound gorilla of silver’s return as a monetary currency is now lurking patiently in the room as the bond market seems to be recovering somewhat.
Nevertheless, perhaps central banks are simply testing the resilience of the bond market by tempting the bond vigilantes out of hiding? Still, one has to remember that there is no strong willed Volker around at the Fed with the guts to raise interest rates to fight inflationary pressures.
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Saturday, June 08, 2013
What Does Lack of Gold Price Reaction to U.S. Dollar Plunge Tell Us? / Commodities / Gold and Silver 2013
The U.S. Mint has resumed selling its 2013 American Eagle One-Tenth Ounce Gold Proof Coin at a hefty $195 per coin as of last week. The Mint has set a 20,000-coin production limit for the coin. Sales of its smallest gold coin was suspended by the Mint in late April as year-to-date demand had increased by more than 118% until inventories could be replenished.
Here are some interesting statistics. So far at close to the half-way point of the year, the U.S. mint has sold more one-tenth ounce gold coins than it did in all of 2012. About 50,000 such coins have been sold thus far for this month, with a total of 350,000 sold so far this year. This compares to total sales of 315,000 such coins sold for the entire year of 2012. The U.S. Mint will continue to limit purchases of the American Eagle one-ounce silver coins. Sales were suspended earlier this year due to record-breaking demand.
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Friday, June 07, 2013
Contrary Gold Futures Forced ETF Selling / Commodities / Gold and Silver 2013
Futures speculators are extraordinarily bearish on gold today. Their short positions on it are extreme and unprecedented, the highest seen by far in gold’s entire dozen-year secular bull. They expect downside gold momentum to persist indefinitely. But despite their reputation for sophistication, futures speculators are notorious for betting wrong at extremes. Their bearishness is a very bullish contrarian omen for gold.
Given gold’s horrendous 2013 so far, you really can’t blame futures speculators for being so pessimistic on it. Down 16.2% year-to-date, gold has never suffered a worse calendar-year start in its secular bull. American stock traders spawned a fierce gold headwind that global buyers couldn’t overcome. To help raise cash to plow into the euphoric, levitating stock markets, they aggressively dumped gold ETF shares.
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Friday, June 07, 2013
US Jobs Data Whip Gold Bullion Prices / Commodities / Gold and Silver 2013
GOLD and silver prices whipped sharply Friday lunchtime in London, as new US jobs data matched analyst forecasts with a 175,000 rise in Non-Farm Payrolls for May and a slight rise in the jobless rate to 7.6%.
Having touched 1-week highs above $1419 per ounce on Thursday, gold fell back through $1400 Friday as European stock markets erased earlier losses.
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Friday, June 07, 2013
France Imposes Cash and Gold Capital Controls / Commodities / Gold and Silver 2013
Today’s AM fix was USD 1,410.00, EUR 1,065.12 and GBP 905.53 per ounce.
Yesterday’s AM fix was USD 1,399.50, EUR 1,066.69 and GBP 906.12 per ounce.
Gold climbed $9.90 or 0.71% yesterday to $1,412.00/oz and silver’s gained 0.71%.
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Friday, June 07, 2013
Gold, Silver & Precious Metal Ming Stock Signals / Commodities / Gold and Silver 2013
It has been a very long couple of years for the precious metal bugs. The price of gold, silver and their related mining stocks have bucked the broad market up trend and instead have been sinking to the bottom in terms of performance.
Earlier this week I posted a detailed report on the broad stock market and how it looks as though it‘s uptrend will be coming to an end sooner than later. The good news is that precious metals have the exact flip side of that outlook. They appear to be bottoming as they churn at support zones.
Friday, June 07, 2013
China Pollution Crisis Potential for Exponential Clean Energy Metals Demand / Commodities / Metals & Mining
The U.S. equity markets such as the S&P500 (SPY) and Dow (DIA) are breaking into new 15 year highs, after an unprecedented move by Bernanke to stimulate the economy over the past five years.
Increasingly, investors may look to cheaper, out of favor sectors such as the uranium and rare earth sector which is critical for clean-carbon free energy. These sectors are crucial for the clean carbon reducing future of emerging nations such as China and India which are dealing with dangerously high levels of air pollution from dirty coal producing plants. Take a look at this picture of Beijing. Air pollution is a major health crisis that is killing people.
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Friday, June 07, 2013
Investors Realize the Full Potential of Natural Gas / Commodities / Natural Gas
Ramping up domestic North American liquid natural gas production for export to pricier international markets could be a game changer for struggling junior explorers. In this interview with The Energy Report, C. K. Cooper & Company's Jeff Grampp tells us why drilling in domestic gas fields for export is a good idea. . .if the Feds play along. And he identifies promising juniors with leaseholds in particularly desirable fields.
The Energy Report: Jeff, if the Obama administration continues to authorize liquid natural gas (LNG) exports, will that benefit the juniors as well as the big producers?
Jeff Grampp: I believe all U.S. natural gas producers will generally benefit from an increase in LNG exports. Historically, the pricing dynamics of natural gas in the U.S. have been linked to local supply-demand dynamics. With an increase in the potential to export, domestic natural gas producers would be able to access higher priced markets internationally, particularly in Europe and Asia. There will also be local economic benefits tied to the creation of jobs at newly constructed exporting facilities.
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Friday, June 07, 2013
Gold Confiscation Possibility Warning / Commodities / Gold and Silver 2013
By Jeff Thomas, International Man
If you hold precious metals in your portfolio, there is a good chance you fear hyperinflation and the crash of fiat currencies.
You probably distrust governments in general and believe they are self-serving and have no interest in your economic well-being. It is likely that your holdings in gold are your lifeline – your hope to get you through these times while holding on to your wealth.
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Friday, June 07, 2013
COMEX Gold Revealed - Investigating the Paper Gold Market / Commodities / Gold and Silver 2013
Since the gold price crash in April there has been wide debate about how the gold market works. Analysts have contrasted paper gold versus physical gold, urging that the different parts of the gold markets offer very different services to investors. Conspiracy theories have also abounded.
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Thursday, June 06, 2013
Follow the Money - Sell Google Buy Hogs / Commodities / Livestock
Does management of Shuanghui International Holdings understand the future better than most? Or maybe, the Street and its army of overpaid analysts and gurus never understand the future. Whatever the actual situation, the best course for investors may be to simply follow the money.
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Thursday, June 06, 2013
India's Latest Anti-Gold Moves / Commodities / Gold and Silver 2013
The WHOLESALE price of gold flipped yet again either side of $1400 on Thursday in what dealers called "choppy" trade ahead of tomorrow's much-anticipated US jobs data for May.
Asian stock markets followed Wall Street's overnight loss to finish lower, but European equities rallied as major government bonds held flat.
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Thursday, June 06, 2013
Should Investors Still Diversify with Gold? / Commodities / Gold and Silver 2013
John Whitefoot writes: When it comes to investing, it’s important to diversify and spread your money around. Put all your assets in one basket and it could evaporate overnight if the markets go into correction mode. As a result, diversification is a good strategy to follow, because it can protect you from losing your entire retirement portfolio should the markets turn.
Having a number of different stocks does not make a portfolio diversified. A diversified portfolio means having different kinds of investments, including stocks, bonds, cash, and so on. While we all know diversification is key, it’s important to know where you should park your assets.
Thursday, June 06, 2013
Possible Euro Devaluation Casts Shadow Over Gold’s Future / Commodities / Gold and Silver 2013
As the European Union struggles with rising unemployment they now have to face a future of increased competition from the Japanese as they actively devalue the Yen. The new government in Japan, under the Premiership of Shinzo Abe, has managed to devalue the Yen by round 20% so far. In the short term this devaluation should boost Japanese exports as their goods are available at a substantial discount. This action mirrors that of the United States as they continue with their programme of Quantitative Easing. The United Kingdom has also joined in this ‘race to the bottom’ and has managed to reduce the value the British Pound.
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Thursday, June 06, 2013
Gold and Silver Leasing Explained / Commodities / Gold and Silver 2013
Miguel Perez-Santalla writes: What is precious metals leasing, and why is it done...?
LEASING is an integral part of the precious metals market, writes Miguel Perez-Santalla at BullionVault.
Why is it necessary? For a diverse number of reasons, the first is the need for industry to borrow instead of buying outright the metal. This enables them to avoid owning the metal at a fixed price if they have not yet contracted to sell their product.
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Wednesday, June 05, 2013
The Roubini - Faber Gold Debate / Commodities / Gold and Silver 2013