Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, December 21, 2012
Gold and Silver Decouple from Stock Market / Commodities / Gold and Silver 2012
By: Jordan_Roy_Byrne
At the end of July we wrote an article examining the relationship between gold stocks and general equities. We sought to understand the huge variance in performance between the two markets. Sometimes they trended higher together. Sometimes the gold stocks surged while conventional equities fell into a bear market. Both markets have endured bad bears at the same time. Is there any rhyme or reason to why such variation?
Friday, December 21, 2012
Energy Sector Shocking 2013 Predictions / Commodities / Oil Companies
By: The_Energy_Report
Byron King, editor of the Outstanding Investments and Energy & Scarcity Investor newsletters, is expecting surprises in the energy sector in 2013. In this interview with The Energy Report, King discusses his forecasts for fracking's impact on oil and gas prices, a worldwide uranium shortage and a possible change in the economics of alternative energy sources.
The Energy Report: Let's start with a recent takeover deal that's been getting a lot of criticism in recent weeks. Freeport-McMoRan Copper & Gold Inc. (FCX:NYSE) made a $9 billion takeover offer for the oil and gas explorer McMoRan Exploration Co. (MMR:NYSE) and Houston-based Plains Exploration & Production (PXP:NYSE). Are you happy with this deal?
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Thursday, December 20, 2012
Silver Price Forecast To Gain 29% in 2013 / Commodities / Gold and Silver 2013
By: GoldCore
Today’s AM fix was USD 1,667.00, EUR 1,259.25 and GBP 1,024.96 per ounce.
Yesterday’s AM fix was USD 1,674.50, EUR 1,261.49 and GBP 1,027.87 per ounce.
Thursday, December 20, 2012
Oil and Gasoline Markets Rigged Far Worse Than LIBOR / Commodities / Market Manipulation
By: EconMatters
UBS paid $1.5 Billion for manipulating Libor, and Barclay`s already paid the piper for manipulating the Libor rate. Well, it is about time the CFTC get its act together, and start going after the culprits who rig the oil and gasoline markets costing consumers and businesses a mafia tax by paying prices much higher than the markets should be priced based upon supply and demand fundamentals in the consumption marketplace.
Thursday, December 20, 2012
How to Up Your Investing IQ with Gold Stocks 2013 / Commodities / Gold and Silver 2013
By: The_Gold_Report
Have you ever actually held gold in your hands? Byron King, editor of the Outstanding Investments and Energy & Scarcity Investor newsletters, suggests that you do. But becoming a smart investor shouldn't just be about physical gold, King says. He also encourages investors to use investments in gold mining juniors to increase their exposure to precious metals. Read on in this Gold Report interview to find out the handful of companies he's expecting to shake up the market in 2013.
The Gold Report: Byron, many gold investors spent the early part of December exiting their long positions in gold. Is 2013 the year the gold bull market ends?
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Thursday, December 20, 2012
Why Gold Price MUST Go Higher 2013 / Commodities / Gold and Silver 2013
By: Adrian_Ash
Ooops! Just when everyone said gold must go higher – immediately...!
MARKETS are made of opinions, some better than others.
There are always plenty of opinions about gold. And right now they're clearly making the market. Just not in the way you would think.
Thursday, December 20, 2012
The Relationship between Gold and Crude Oil Price / Commodities / Crude Oil
By: P_Radomski_CFA
In the financial markets, gold is usually ascribed to the commodities category. In this group of assets you will find your good old friend, silver, along with several others metals like platinum, palladium, copper etc. Apart from that, commodities encompass a broad range of other products in the like of corn, but also crude oil, gas, minerals and other. Such groups of assets are usually traded on commodity exchanges specialized in this kind of products, for instance on the Chicago Mercantile Exchange or the London Metal Exchange.
Thursday, December 20, 2012
Jim Roger Sees "Overdue Correction" Hitting Gold as Unleveraged Money Buys 3-Month Lows / Commodities / Gold and Silver 2012
By: Adrian_Ash
PRICES to buy gold with Dollars rallied from their lowest levels since late August on Wednesday morning in London, recovering 0.7% from yesterday's drop to $1662 per ounce.
The drop came as Greece was upgraded Tuesday by the S&P ratings agency from "selective default" to "junk" status, following payment of the latest €34.3 billion in new loans from Greece's Eurozone partners.
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Wednesday, December 19, 2012
Gold CME/COMEX December Delivery Default Pointing to Widespread Default? / Commodities / Gold and Silver 2012
By: Submissions
The CME announced today a case of "force majeure" regarding one of its physical gold storage facilities, Mantra, Tordella & Brookes (MTB), managed for the COMEX, located in the southern part of New York City, in an area that was inundated during the storm known as Sandy.
Wednesday, December 19, 2012
The Next Big Boom in Energy Isn't What You Think / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes:
As the ongoing debate between renewables and fossil fuels continues, there is a wrong-headed presumption that there will only be one clear victor.
But recent trends in the wind and solar age tell us that this conclusion just isn't so.
The truth is both types of energy will be required to work in tandem in order to achieve our energy goals in the future.
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Wednesday, December 19, 2012
Gold, Stocks Sell Signal / Commodities / Gold and Silver 2013
By: Brian_Bloom
The sell signal is not yet definitively bearish because even at $1560, gold will be “trading” within the confines of a well established range. Nevertheless, the target measured move of $1109 on the 3% X 3 box reversal P&F chart looks less ridiculous than it did a few weeks ago.
Wednesday, December 19, 2012
Commodity Stocks Risk On Rally: Rare Earth And Uranium Miners Outperforming / Commodities / Resources Investing
By: Jeb_Handwerger
For months, we have been highlighting to our readers that China’s economy is beginning to pick up which could positively influence commodity prices. The fears of a slowdown were overblown.
China’s stock markets (FXI) have been rallying since early September because speculation is rising that the newly chosen Communist Party may boost the economy. The China 25 index fund (FXI) is approaching a major 52 week high breakout.
Wednesday, December 19, 2012
Which Best Way to Return to a Gold Standard? / Commodities / Gold and Silver 2012
By: Casey_Research
Many of us see hair-curling rates of price inflation not too far down the road. Today inflation is hardly noticeable. But what's coming will be so painful and so disruptive that soaring prices will become the voting public's number-one complaint. How will the politicians respond?
Wednesday, December 19, 2012
Bernanke and Gold / Commodities / Gold and Silver 2012
By: Ned_W_Schmidt
To date seems only one group truly loves the monetary policy of the Federal Reserve. Largely, that group is comprised of bankers and bond dealers that profit from selling bonds to the Federal Reserve. Bernanke and the bond dealers have become BFF, Best Friends Forever.
Tuesday, December 18, 2012
Silver Deceptions: Large Surpluses and Low Production Cost / Commodities / Gold and Silver 2012
By: Steve_St_Angelo
There are two misconceptions about the silver market that are still held by many investors in the precious metals community. One is the notion that the world produces large annual silver surpluses and the other is the low cost of mining silver. Some have argued that the investors have been deceived by certain aspects of the silver industry to believe these two fabrications.
Before we get into destroying the myth (once and for all) behind the so-called silver surpluses, here is the definition of surplus:
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Tuesday, December 18, 2012
Gold Price Compression, Risk vs Reward / Commodities / Gold and Silver 2012
By: Submissions
Robert M. Williams writes:
Whenever you invest there are two things you want to keep in mind. The first is whether or not you will get your capital back and the second is how much can you make considering the risk you have to take. With respect to the second, the possible return on capital must always be greater than the risk you are going to have to accept. In today’s world of “too big to fail”, quantitative easing to infinity, and debt expansion at an almost exponential rate, it´s hard to judge risk. Markets are being manipulated by central banks across the board. Look at the Libor scandal! The English justice system will put mid level employees of some UK financial institutions in jail for doing what the Bank of England requested, i.e. manipulate the Libor rate. Meanwhile, the “big fish” will swim free.
Tuesday, December 18, 2012
Gold Dips Back Below $1700 Following Signs of Progress on Fiscal Cliff / Commodities / Gold and Silver 2012
By: Ben_Traynor
U.S. DOLLAR gold prices fell back below $1700 an ounce Tuesday morning, having briefly risen above that level following news of possible progress in the ongoing fiscal cliff negotiations in Washington.
"Investors [are] seemingly wary of taking positions in a time of thin liquidity and still waiting to see whether legislators will avert the automatic spending cuts and tax hikes in the US," says a note from Swiss precious metals group MKS.
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Tuesday, December 18, 2012
Japanese Pension Funds With $3.4 Trillion In Assets Seek Safety in Gold / Commodities / Gold and Silver 2012
By: GoldCore
Today’s AM fix was USD 1,699.50, EUR 1,289.26 and GBP 1,048.10 per ounce.
Yesterday’s AM fix was USD 1,690.00, EUR 1,285.27 and GBP 1,043.21 per ounce.
Precious metals crept higher yesterday and closed with very slight gains for both gold and silver.
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Tuesday, December 18, 2012
Central Banks Bitten By the Gold Bug, Insurance Currency Hedge? / Commodities / Gold and Silver 2012
By: John_Mauldin
“For every complex problem there is an answer that is clear, simple and wrong.” –H. L. Mencken
Possibly, the question I am asked the most is, “What do you think about gold?” While I have written brief bits about the yellow metal, I cannot remember the last time I devoted a full e-letter to the subject of gold. Longtime readers know that I am a steady buyer of gold, but to my mind that is different from being bullish on gold. In this week’s letter we will look at some recent research on gold and try to separate some of the myths surrounding gold from the rationale as to why you might want to own some of the “barbarous relic,” as Keynes called it. My personal reasons for owning gold have evolved over the years. I will tell you the story of my own journey, and you can decide for yourself whether to think about coming along.
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Monday, December 17, 2012
Gold Weak Despite Japan to Print and Spend to Infinity / Commodities / Gold and Silver 2012
By: Ben_Traynor
THE WHOLESALE gold bullion price rose to $1693 per ounce during Monday morning's London trading, but remained slightly below where it ended last week following falls in Asia, where the Yen opened sharply lower against the Dollar before recovering some ground following the result of Japan's general election.
"Gold is continuing to trade below the psychologically important threshold of $1700," says a note from Commerzbank.
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