Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Sunday, April 21, 2013
Gold and Silver Critical Questions / Commodities / Gold and Silver 2013
By: GoldSilverWorlds
We wrote about the great disconnect between physical and paper silver only a few weeks ago. After the sharpest one-day price drop since 2001 the disconnect between physical and paper is becoming even larger. It is now present in both metals.
On Friday, even the World Gold Council came out with a press release in which they confirm (1) speculation in the futures market as the primary reason for the price drop and (2) the massive wave of physical buying across the globe. “We are already seeing shortages for bars and coins in Dubai, while premiums in Mumbai are at $26/oz and $6 in Shanghai, indicating that buyers are willing to pay more than current spot prices for the metal.”
Read full article... Read full article...
Sunday, April 21, 2013
Investors Protect Yourself From Gold / Commodities / Gold and Silver 2013
By: Investment_U
Marc Lichtenfeld writes: Gold is supposed to act as a safe haven from crisis and a hedge against inflation. But lately, it hasn’t been either.
You would think with the bombastic manchild leader in North Korea threatening nuclear Armageddon and the usual problems in the Middle East, investors would flock to gold. But gold fell 10% in two days.
Read full article... Read full article...
Sunday, April 21, 2013
Gold Price Forecast Drop Target $787.40 / Commodities / Gold and Silver 2013
By: Brian_Bloom
The unemotional 5% X 3 box reversal P&F chart below (courtesy stockcharts.com) shows a measured move target for gold at $787.40.
No time horizon is capable of being forecast.
Read full article... Read full article...
Saturday, April 20, 2013
Central Bankers Are Golden Toast On A Silver Spoon / Commodities / Gold and Silver 2013
By: Michael_Noonan
Memo To Central Bankers:
How dumb can you be? What better way to expose your naked short backside than to trash a market with known world-wide demand? So arrogant, so parochial. The world thanks you. The bullion dealers than you. The gold/silver buyers thank you.
When there is more and more smoke about the possibility of the bullion cupboards being bare, the fiat-makers are doing the same thing to paper gold and silver as they have done to currencies: destroying them.
Read full article... Read full article...
Saturday, April 20, 2013
Gold Is Flowing From West to East / Commodities / Gold and Silver 2013
By: Jesse
And still almost no one is talking about silver, the dog that doesn't bark.
Next Thursday the 25th is the option expiration on the Comex. The expiration in stocks today was quiet with even the financial news dominated by the hunt for the Boston bomber.
The US will release its Advanced GDP figure on Friday the 26th.
Read full article... Read full article...
Saturday, April 20, 2013
Can Stocks Cushion the Blow of Falling Gold Prices? / Commodities / Gold and Silver Stocks 2013
By: The_Gold_Report
The recent fall in precious metals prices has investors on edge. Many precious metals equities were hurting even before the latest precious metals drop. In this interview with The Gold Report, Peter Rose, head of mining research with Fox-Davies Capital Ltd. in London, provides a European perspective on mining and advises looking at under-appreciated jurisdictions (think Europe) and neglected metals like tin, lead and zinc.
The Gold Report: Peter, can you give us your long-term view of the Eurozone as it lurches from bailout to bailout?
Read full article... Read full article...
Friday, April 19, 2013
People Running Through the Gate” to Buy Gold? / Commodities / Gold and Silver 2013
By: Profit_Confidential
As I have been writing in these pages, after a bull market that has gone on for 12 years, the recent pullback in gold bullion prices should be seen as a correction in an ongoing bull market in the metal. I see the pullback as a buying opportunity.
While news headlines flash a bearish sentiment towards gold bullion prices, the gold bears are screaming about how much money central banks have lost due to the plunge in prices and the gold miners are facing pressures. The usual gold bullion consumer countries, India and China, are seeing robust demand.
Friday, April 19, 2013
Gold Panic Leaves Gold Bugs Shell Shocked, What to do? / Commodities / Gold and Silver 2013
By: Zeal_LLC
Holy cow, not even the most vociferous gold bears saw that one coming! Gold just suffered what can only be described as a panic. This metal plummeted so fast that its price surrendered a staggering 1/7th of its value in just two trading days! This blistering decline was so extreme it even dragged the general stock markets down with it. Shell-shocked gold investors are nervously wondering what to make of it.
The gold panic certainly caught me unaware, even after a dozen years of relentless study and very profitable trading of this secular gold bull. We were and are heavily deployed in dirt-cheap gold stocks in light of gold’s incredibly bullish technicals and sentiment. Seeing one of gold’s fastest selloffs ever wasn’t even in the probability space, it should have been effectively impossible. Yet it still happened.
Read full article... Read full article...
Friday, April 19, 2013
Possible Target For Gold Price Bottom / Commodities / Gold and Silver 2013
By: Hubert_Moolman
The recent drop in gold and silver is not critical to buyers of physical metals. Instead, it is an opportunity – to buy more at lower prices; at worst, it is an irritation, since it means a longer wait. It would likely be critical only if the gold bull market is over, and prices do not rise higher than the 2011 highs for many years.If you are buying paper gold (especially leveraged), then a drop like the current drop is likely to be critical. On top of that, the ride is almost guaranteed to remain painful, even if gold moves to $5000 over the next 2 years, due to extreme volatility.
Read full article... Read full article...
Friday, April 19, 2013
Gold Bears Suddenly Appear, More Emboldened than Ever / Commodities / Gold and Silver 2013
By: Jordan_Roy_Byrne
Congrats to the gold bears and stock bulls! After being slaughtered for the majority of the last decade and more, they finally won a victory. Golf clap for you gentlemen. Now you can have your day in the sun once again. US stocks are at all-time highs and Gold sucks again! You won’t have to listen to your clients ***** and moan about how you ignored, avoided or were underweight the bull market of our time. Time to crow!
Friday, April 19, 2013
Gold and Silver Prices - Been Here Before but This Time Is Different / Commodities / Gold and Silver 2013
By: Dr_Jeff_Lewis
The precious metals have seen dramatic sell-offs before, although the primary difference between previous precious metal declines and the recent drop is the current shortage of physical metal.
It is also worth considering how well the commercial bullion traders are positioned for a rally after these past two days of sharply dropping prices, especially when the latest price drop came on top of a physical market signaling tightness all along.
Read full article... Read full article...
Friday, April 19, 2013
What Just Happened to Silver Prices / Commodities / Gold and Silver 2013
By: Dr_Jeff_Lewis
Both gold and silver experienced historic sell offs during the last few trading sessions. Although market commentary and analyst opinions have been varied, very few outside of the precious metals community have come close to discerning the reality of this move.
Without a working knowledge of price discovery, most people will fail to grasp the meaning of what just happened.
Read full article... Read full article...
Friday, April 19, 2013
Gold Climbs Back Above $1400, Investors Could Sell into Strength / Commodities / Gold and Silver 2013
By: Ben_Traynor
WHOLESALE gold prices rallied above $1400 an ounce Friday morning, with analysts continuing to point to strong demand for physical bullion following gold's sharpest weekly price fall in over four years.
"Expect the market to sell into strength," warns bullion bank Scotia Mocatta, whose technical analysts see support for gold at $1309 an ounce, the February 2011 low.
Read full article... Read full article...
Friday, April 19, 2013
Gold Futures Raid Leads To ‘Extraordinary’ Demand For Bullion Globally / Commodities / Gold and Silver 2013
By: GoldCore
Today’s AM fix was USD 1,414.00, EUR 1,080.46 and GBP 920.63 per ounce.
Yesterday’s AM fix was USD 1,397.00, EUR 1,070.17 and GBP 917.09 per ounce.
Friday, April 19, 2013
Gold and Silver 'Orchestrated Panic' / Commodities / Gold and Silver 2013
By: Jesse
When first we practise to deceive."
Sir Walter Scott
In particular listen to what Jeff Sachs has to say. If you do nothing else, listen to what this man has to say. Read full article... Read full article...
Thursday, April 18, 2013
When Gold Has No Friends / Commodities / Gold and Silver 2013
By: Andy_Sutton
There are likely, at minimum, half a dozen reasons for the swift correction in precious metals over the past week. The real reason might be one, two, or even all of what I’m going to lay out below.
I’m going to go way out on a limb here. Right now gold has no friends. Even some of its biggest proponents are declaring the bull market to be over. The deflationists are loving this as it gives them ammo. I have gone on the record several times as stating there is no way we can have hyperinflation given what currently exists as a monetary reality. And I’ve also explained why, while readily admitting that could certainly change. That said; I am not a deflationist either. I recognize that regardless of how the dollar standard ends, the banksters will arrange the chess pieces so that they win. And in the arrangement of those chess pieces is the accumulation of vast amounts of gold, and to a lesser extent, silver. That is a fact that cannot be denied.
Read full article... Read full article...
Thursday, April 18, 2013
Score: Banksters Two, Gold & Silver Zero / Commodities / Gold and Silver 2013
By: DeviantInvestor
Friday the 12th and Monday the 15th of April were memorable days. It is clear that both silver and gold paper markets were taken down via a devastating attack of naked short selling that triggered margin calls that accelerated the decline. Gold and silver investors panicked, and some sold into the lows.
We have been there before. Using SLV prices (slightly lower than spot silver), a high near $21 was reached in March of 2008. Markets crashed, both stocks and metals investors were seriously hurt, and the banksters received a bailout – TARP. Ancient history – but the point is that, in 2008, silver dropped about 55% from its high price, while gold lost about a third from its high price.
Read full article... Read full article...
Thursday, April 18, 2013
Asia "Buys the Dip" in Gold, as Physical Demand Also Jumps But ETF Outflows Continue / Commodities / Gold and Silver 2013
By: Ben_Traynor
WHOLESALE prices for buying gold climbed briefly above $1400 an ounce Thursday morning, having bounced from a $50-an-ounce drop overnight, with dealers reporting strong demand for physical bullion in Asia.
In Hong Kong and Macau, the number of customers visiting stores run by the world's biggest jewelry chain, Chow Tai Fook, jumped by a quarter in the period between Saturday and Tuesday, Bloomberg reports.
Read full article... Read full article...
Thursday, April 18, 2013
CFTC Probe Gold Price Plunge “No Visible Central Bank Activity” Say Blackrock / Commodities / Gold and Silver 2013
By: GoldCore
Today’s AM fix was USD 1,397.00, EUR 1,070.17 and GBP 917.09 per ounce.
Yesterday’s AM fix was USD 1,379.00, EUR 1,046.12 and GBP 903.14 per ounce.
Thursday, April 18, 2013
Jim Rogers Gold Price Forecast and the Agriculture Boom / Commodities / Gold and Silver 2013
By: Money_Morning
Garrett Baldwin writes: In October, legendary Quantum Fund manager Jim Rogers made a prediction about gold prices that left many gold bugs shaking their head.
Although Rogers admitted he wasn't going to be selling his hard assets, he predicted further consolidation and a near-term correction in the metals markets.
Read full article... Read full article...