Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Wednesday, January 23, 2013

Uranium Energy Solution and Risk-On Investor Opportunity / Commodities / Uranium

By: The_Energy_Report

If a person consumed only nuclear-generated power, the amount of waste generated over his or her lifetime could be contained in a soda can. Compare this to the trainloads of coal delivered daily to coal-fired power plants and nuclear power seems like a no-brainer. Cecil Musgrave of InvestorsGuru.com sees nuclear power as a bridge to a renewable energy mix—but only if supply is reliable. In this interview with The Energy Report, Musgrave explains why supply shortages may create a price spike for the commodity and names some uranium juniors that are poised to deliver the goods.

The Energy Report: Let's talk about the state of the international market for uranium. Profit margins for producers are still slim. Do you see a possibility that prices will rise this year?

Tuesday, January 22, 2013

German Gold Claw Back Causes Concern / Commodities / Gold and Silver 2013

By: John_Browne

Last week the Bundesbank (the German central bank) surprised markets around the world by announcing that it will repatriate a sizable portion of its gold bullion reserves held in France and the United States. To many, the news from the world's second largest holder of gold signaled a growing, if clandestine, mistrust among central banks, possibly fueled by diverging policy goals. The Germans have attempted to tamp down the alarm by highlighting the myriad of logistical, practical and historical reasons that qualified the announcement as unremarkable. But the size, scope, and timing of the move makes it hard not to draw more strategic conclusions.

Tuesday, January 22, 2013

Sensational Facts About Gold Investing That You Might Not Know / Commodities / Gold and Silver 2013

By: Frank_Holmes

Our ever-popular Periodic Table of Commodity Returns has been updated through 2012. Investor Alert readers love this chart as it shows a decade of results across 14 different commodities, providing strikingly rich information in a very familiar format.

Last year, 11 commodities rose in value, with wheat rising as the top crop after seeing a significant decline in 2011. It was a similar rags-to-riches story for the next few leaders, including lead, zinc, natural gas and platinum, which all climbed double digits in 2012 after falling in 2011.

Tuesday, January 22, 2013

Gold, Silver and Stocks poised to Ramp higher in 2013 / Commodities / Gold and Silver 2013

By: David_Banister

It’s been a long drawn out corrective affair with the precious metals since the August-September 2011 top that seems so long ago right now. During that last spike period where Gold rallied to just over $1900 per ounce, we had mentioned many times in articles and to our subscribers that GOLD was likely peaking in a wave 3 of excitement and high powered bullish sentiment. The “tells” were the articles, the CNBC mentions, the daily “CNBC GOLD” ticker at the top of their screen, and the cover of a major magazine.

Tuesday, January 22, 2013

Hidden Inflation Means Gold is Going Higher / Commodities / Gold and Silver 2013

By: Robert_M_Williams

Back in 1980 the US experienced high inflation, close to 20% and with interest rates in excess of 18%, before the Fed finally got things under control. Companies had to raise prices and sales suffered as a result. In today’s world we are experiencing inflation, but it’s a lot harder to see. The government has changed the weighting of its inflationary indexes so the true effects aren’t reported. We also have more subtle ways of hiding inflation. Companies have learned not to raise prices since everyone can see that. Instead they’ve learned to quietly cut back on content while maintaining prices at previous levels.

Tuesday, January 22, 2013

Why Crude Oil Prices Could Soar 40% by Summer 2013 / Commodities / Crude Oil

By: Money_Morning

Ben Gersten writes: Oil prices have continued their upward move that began at the end of 2012, gaining over 8% in the past month.

Now, an oil analyst with Goldman Sachs Group Inc. (NYSE: GS) predicts Brent crude could soar much higher in the next few months.

Tuesday, January 22, 2013

Uranium Prices At a Critical Tipping Point / Commodities / Uranium

By: Money_Morning

Peter Krauth writes: Despite the Fukushima disaster in March 2011, the demand for nuclear power continues to rise.

For uranium investors, that means the commodity is at a critical tipping point towards much higher prices.

Thanks to considerably higher energy costs, even Japan is now shifting its stance on nuclear power. According to Japan Today, newly elected Prime Minister Shinzo Abe now says he is willing to build new nuclear reactors.

Tuesday, January 22, 2013

Gold Needs to Break $1700 for Momentum / Commodities / Gold and Silver 2013

By: Ben_Traynor

U.S. DOLLAR gold prices hovered above $1690 an ounce Tuesday morning in London, close to one-month highs, while prices in Yen quoted on Tokyo's gold futures market set a new record, following an announcement of open-ended asset purchases and a new, higher inflation target by Japan's central bank.

"[Gold] is struggling along the 55-day moving average at $1695.96 and just below the downtrend channel resistance line at $1704.89," says Commerzbank senior technical analyst Axel Rudolph.

Monday, January 21, 2013

Why Owning Gold is Absolutely Essential – Charles Ponzi Meets Cassandra / Commodities / Gold and Silver 2013

By: DeviantInvestor

One fine day on the streets of Washington D.C. the ghost of Charles Ponzi struck up a conversation with the ghost of Cassandra. He was a charming devil and assumed she would find him irresistible so he began with “It is ironic, I think, that I am a thief, while you see and speak the truth, but the people believe me and scorn you.”

Cassandra was not impressed and replied, “It is true. Most people would prefer a charming falsehood to the severity of truth. Since no one believes me anyway, you might as well tell me what scam you are currently promoting. I am truly interested. Please, do tell.”

Monday, January 21, 2013

The Real Reasons Why Germany Is Demanding It's Gold Back from the US / Commodities / Gold and Silver 2013

By: Washingtons_Blog

The German’s are demanding that the U.S. return all of the 374 tons of gold held by the Bank of France, and 300 tons of the 1500 tons of bullion held by the New York Federal Reserve.

Some say that Germany is only demanding repatriation of its gold due to internal political pressures, and that no other countries will do so.

Monday, January 21, 2013

Silver Price Mania 2013 / Commodities / Gold and Silver 2013

By: Money_Morning

Jeff Uscher writes: Silver prices are up nearly 8% in the past couple weeks as investors increasingly load up on the white metal.

In fact, the U.S. Mint has temporarily suspended sales of its 2013 American Eagle silver coins because it has none left.

Monday, January 21, 2013

Pacific Group Becomes Latest Hedge Fund Converting Assets to Physical Gold / Commodities / Gold and Silver 2013

By: GoldCore

Today’s AM fix was USD 1,688.00, EUR 1,269.08, and GBP 1063.58 per ounce.
Friday’s AM fix was USD 1,690.00, EUR 1,265.82, and GBP 1,060.49 per ounce.

Silver is trading at $31.98/oz, €24.10/oz and £20.21/oz. Platinum is trading at $1,672.00/oz, palladium at $716.00/oz and rhodium at $1,200/oz.

Monday, January 21, 2013

Gold "Holding Its Own", But Futures Market "Not Looking Particularly Confident" / Commodities / Gold and Silver 2013

By: Ben_Traynor

WHOLESALE gold bullion prices fell back below $1690 an ounce Monday morning in London, having rallied above that level earlier in the day, while stocks also edged higher and the Euro traded sideways against the Dollar, with US markets closed today for Martin Luther King Jr. Day.

Silver hovered just below $32 an ounce for most of the morning, slightly up on where it ended last week, while other industrial commodity prices dipped.

Monday, January 21, 2013

The Mystery Behind the Bundesbank​'s Gold / Commodities / Gold and Silver 2013

By: Alasdair_Macleod

Last Wednesday the Bundesbank released a statement to the effect that 300 tonnes of Germany’s gold will be moved from New York and 374 tonnes from Paris. This should be a simple operation: rail or trucks from Paris, and a few military planeloads (or ships) from America – as soon as they have somewhere to store it.

Sunday, January 20, 2013

Will Crude Oil Prices Fall In 2013? / Commodities / Crude Oil

By: Andrew_McKillop

LIKE GLOBAL WARMING
Recent news from scientists of the British Antarctic Survey and partner research institutions examining ice cores showing the climate record for tens of thousand of years is that ice sheet retreat due to global warming often suddenly stabilises, "for decades to centuries”, despite the warming still going on. This is also what is happening in the oil patch: all the supply-demand fundamentals say that prices should decline - but they stay high or go on growing.

Sunday, January 20, 2013

Gold And Silver Nearing “Crunch Time” / Commodities / Gold and Silver 2013

By: Michael_Noonan

“…Oh! What a tangled web we weave
When first we practice to deceive…”
From Marmion, Canto VI, Stanza 17, Sir Walter Scott

What does this have to do with gold and silver? Everything! We are in a
trench warfare with central bankers, hellbent on destroying capitalism,
sovereign nations, currencies, all in the service of achieving world dominance,
via deception, letting nothing and no one stand in the way. The importance
of gold and, to a lesser extent, silver are the Achilles Heel of the Bilderberg
Clan’s largest Ponzi scheme ever. Whatever one may think of the Mafia, they
are bit players in contrast to the central banking clan, the most ruthless
collection of individuals ever assembled.

Saturday, January 19, 2013

Buying Silver at $100 and the Rebirth of Counterfeiting / Commodities / Gold and Silver 2013

By: Dr_Jeff_Lewis

The debate about buying silver rounds, “junk silver” or silver Eagles goes on and on.

Although better prices may be available on silver rounds, investors continue to worry about the “China scare” and rumors of counterfeit silver coins.

Saturday, January 19, 2013

Gold and Silver Bullion Are On the Move / Commodities / Gold and Silver 2013

By: Eric_McWhinnie

The price movement of gold and silver often attract much attention. When prices make a noticeable increase, it regularly leads to permabulls calling for the next great explosion in precious metals. On the other hand, any dips or corrections lead to critics calling for an end to the 12-year bull market. Both sides are debatable, but there is no denying that physical bullion made impressive moves this past week.

Saturday, January 19, 2013

German Gold Lessons for Private Investors / Commodities / Gold and Silver 2013

By: Adrian_Ash

The Bundesbank's announcement contained little news for the market. But for private investors...?

The GERMAN Bundesbank is rightly famed as the world's least stupid central bank.

Friday, January 18, 2013

Contrarian Gold Stocks / Commodities / Gold and Silver Stocks 2013

By: Zeal_LLC

Before investors can sell high and multiply their wealth, they first have to buy low.  The lower any trade’s entry price, the greater its ultimate profits.  The best time to buy low is when stocks are deeply out of favor, when few others are willing to buy.  And that certainly describes gold and silver stocks today.  This sector is universally loathed despite fantastic fundamentals, offering vast opportunities for brave contrarians.

Contrarian investing is simple in concept, yet very difficult in execution.  The fortunes of stocks flow and ebb, their prices rising and falling.  After they’ve risen, they quickly become popular.  Everyone wants them and bids up their prices.  That’s when it feels the best to buy, so that’s when the great majority of investors rush in to chase the rally.  But following the herd leads to buying high, the recipe for failure.