Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Tuesday, December 11, 2012
Gold Could Rally on "Massive, Open-Ended Stimulus" / Commodities / Gold and Silver 2012
THE WHOLESALE gold price rose to $1712 an ounce Tuesday morning in London, a few Dollars above where they started the week, while stocks edged higher and US Treasury bonds fell ahead of tomorrow's Federal Reserve policy decision.
All-but-one of 49 economists polled by news agency Bloomberg predict the Fed will buy US Treasury bonds in addition to the $40 billion per month of mortgage-backed securities purchases announced in September.
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Tuesday, December 11, 2012
Gold is a Leading Indicator of Monetary Distress / Commodities / Gold and Silver 2012
No matter what confidence game is being run, confidence is the necessary pre-requisite. This is why confidence indicators are so closely monitored by central bankers. If consumers and businesses lack confidence, they will not partake of the central banker’s credit; a necessary step in the indebting of otherwise willing victims.
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Tuesday, December 11, 2012
Peak Oil or Peak Energy? – Global Shale Oil Solution / Commodities / Crude Oil
A consistent theme in this letter has been the connections between items that may seem to be far removed from each other but are actually linked at the very core. If you push on one end you get a reaction in what would seem to be the most unlikely spots. Today we explore the connection between the fiscal deficit and energy policy. Everyone in Washington is starting to “get religion” about wanting to fix the deficit, with serious thinkers on all sides acknowledging that there must be reform and a path to a balanced budget. Burgeoning healthcare and Social Security costs are rightly pointed to as the problem, and entitlement reform will soon be front and center.
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Tuesday, December 11, 2012
Peter What a Turnaround in Junior Gold Mining Stocks Will Look Like / Commodities / Gold & Silver Stocks
The fundamentals at many junior mining companies have improved, yet their stock prices continue to languish. In this interview with The Gold Report, market guru Peter Grandich gives his thoughts on when this may end and where gold is headed in 2013, and names some of his picks in unlikely jurisdictions.
The Gold Report: Peter, when we talked in the spring, you were essentially all in on a number of junior resource equities that were trading at what you believed were at or near their lows. Have you changed your course of action or are you still all in?
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Tuesday, December 11, 2012
How Gold Miners Can Leverage the Gold Price / Commodities / Gold & Silver Stocks
Gazing into their crystal balls last week, Wall Street firms interpreted differing futures for gold next year. Morgan Stanley awarded gold the “best commodity for 2013” while Goldman Sachs called the end of the metal’s hot streak. After seeing 11 consecutive years of positive performance from gold, one needs to be wary of research analysts’ price forecasts, as they have consistently underestimated the shifting dynamics driving the precious metal higher.Read full article... Read full article...
Monday, December 10, 2012
Will the Government Confiscate Your Gold? / Commodities / Gold and Silver 2012
Whenever I write about gold, I can be certain of two things.
First and foremost, I know that readership will be exceptionally high. The interest in gold, silver and other precious metals is as intense as I've ever seen.
And, second, I can be sure that, in the days that follow, I'll receive a slew of e-mails, phone calls and letters from folks asking some variation of the same three questions:
Monday, December 10, 2012
Gold Stocks Bottoming / Commodities / Gold & Silver Stocks
Gold stocks have been in another recent downtrend, which makes sense during a “wave 2″ correction in GOLD.
If we review the GDX ETF for Gold Stocks we can see a possible triple bottom formation. This one though looks bullish for a reversal trade to the upside near term as GOLD forms a C wave bottom.
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Monday, December 10, 2012
Renewed Interest In Gold As A Financial Asset / Commodities / Gold and Silver 2012
Valentin Petkantchin writes: You may be among those investors who had the opportunity, but did not seize it, to buy gold cheap in the early 2000s. You may also be willing, but hesitant, to do so at current prices, while still desiring the "anti-crash insurance" it represents.
However, you should be aware that the yellow metal is increasingly valued as a reserve asset, which will tend to push the price up, independently of all other factors. Due to new regulations, you may also have to bid in the future alongside financial institutions, including several banks, to acquire it.
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Monday, December 10, 2012
Gold, and the Value of the U.S. Dollar / Commodities / Gold and Silver 2012
I very rarely criticise the work of others, but I am going to make an exception in the case of Paul van Eeden, of Cranberry Capital. Mr van Eeden, in an interview with The Gold Report stated that “the value of gold is about $900 per oz. Expectations of monetary inflation are keeping gold prices high.” He states that quantitative easing is not producing the inflation expected. The purpose of this article is to point out some of the fallacies behind his approach, and in this respect, Mr van Eeden is far from alone. And this is where a number of basic errors are committed.
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Monday, December 10, 2012
Gold 'Monetary Collapse Insurance' / Commodities / Gold and Silver 2012
Why investors are turning to gold ahead of 2013...
Although the price of gold has fallen over the last couple of months, there has been a marked increase in demand for physical bullion.
The amount of bullion held to back gold exchange-traded funds has risen to record levels. November meantime saw the United States Mint record its best month for sales of gold American Eagle coins since July 2010.
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Monday, December 10, 2012
Gold And Silver - Market Is Always Right, And It Leaves Footprints / Commodities / Gold and Silver 2012
One can take comfort in the maxim, “The Market Is Always Right,” [or "Never Wrong"],
in the realization that trading in harmony with it will make the odds of profitable
success much higher than otherwise. Understanding and reading the market’s message
is an art form, for there is nothing mechanical about it. The market is totally
unbiased, and it provides all the information it generates for everyone to see/read,
at the same time. Just because you may not “see” it, does not mean the information
is not there. If it remains hidden, then it remains hidden under the brightest light.
Sunday, December 09, 2012
German Gold Repatriation / Commodities / Gold and Silver 2012
The greatest threat to worldwide prosperity is the collapse of what remains of free-market capitalism. Not depletion of scarce natural resources. Not environmental degradation. Not global warming (or is it "climate change" now?) No, the greatest threat to worldwide prosperity is the complete collapse of what little remains of free-market capitalism. Throughout the world, and not just in totalitarian countries, the state has been advancing at the expense of economic liberty. The indispensible tool that enables the modern state to usurp our liberties is its access to unlimited amounts of fiat money controlled by central banks — i.e., the unholy alliance of the state with the central bank.
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Sunday, December 09, 2012
Own Physical Gold Now - While You Still Can! / Commodities / Gold and Silver 2012
“Farther from care than danger…”The title above is a quote from Sir Thomas More’s classic, Utopia, describing a people’s overconfidence in their capacity for navigation given the compass for the first time.
I found the quote used by Stanley Jevons in his 1866 classic of another sort, The Coal Question. Jevons was writing about the physical limits to coal production, and forecasting, with some accuracy, the inevitable consequence of a peak, decline and exhaustion of Britain’s coal reserves.
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Saturday, December 08, 2012
The Cause of Extreme Weather Events / Commodities / Climate Change
Over the last few months we have been witness to many extreme weather events - heat waves, Europe suffering from a severe cold snap, the worst in twenty five years, extreme flooding in Australia, Brazil and China, to drought in the U.S. Many say the cause is global warming, and lay the blame squarely on greenhouse gas emissions caused by human activity.
Are we, and our activities at fault? What can we look forward to if/as the earth continues to warm?
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Saturday, December 08, 2012
Gold Confiscation Lessons from the 20th Century / Commodities / Gold and Silver 2012
Three nasty examples of how people lost the gold they owned...
TODAY'S chatter in the trading rooms says some gold owners fear a punitive US tax hike in New Year 2013, with the Obama government targeting precious-metal investors.
Hence this month's sell-off (or so the tittle-tattle says) – akin to the move by Japanese households to sell gold in late 2011 ahead of new reporting rules for precious-metals dealers.
Saturday, December 08, 2012
Gold and Silver Investments and the Rise of False Contrarian Gurus / Commodities / Gold and Silver 2012
The typical technical analysis based stock-slinging newsletter is written by a contrarian who denies market manipulation and often ridicules those who attempt to discuss it seriously and rationally.
Furthermore, the degree of denial and hostility faced by proponents of market manipulation theories is usually directly proportional to the amount of evidence actually underpinning the issue.
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Saturday, December 08, 2012
Silver Investment Opportunity Time is Slipping Away / Commodities / Gold and Silver 2012
Everything has been distorted by the media. Humanity may no longer believe that the sun revolves around the earth, but some people still think that they can control nature.
Nevertheless, with all the truly breathtaking science that has resulted in great social progress and technological advancement, the mass distortions in perception caused by propaganda — including illegal, unethical and immoral media intervention — will resolve itself eventually.
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Friday, December 07, 2012
The Next Stage of America's Rise to Energy Dominance / Commodities / Natural Gas
By Porter Stansberry:
Friday, December 07, 2012
Gold ‘Storm’ - Price Could Rise Sharply Next Week On Fed Say UBS and Nomura / Commodities / Gold and Silver 2012
Today’s AM fix was USD 1,697.00, EUR 1,312.55, and GBP 1,058.71 per ounce. Yesterday’s AM fix was USD 1,693.00, EUR 1,295.14, and GBP 1,050.77 per ounce.
Silver is trading at $32.89/oz, €25.54/oz and £20.62/oz. Platinum is trading at $1,599.50/oz, palladium at $684.00/oz and rhodium at $1,045/oz.
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Friday, December 07, 2012
Gold Cycle Is Hitting Critical Point In Gold & Silver / Commodities / Gold and Silver 2013
It’s decision time on the Gold Cycles, we’re down to the business end and the action is about to reveal exactly where Gold is heading in the near future. I believe that gold over the next 4 sessions will reveal where it’s headed over the next 4 months.
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