Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Monday, December 10, 2012
Gold, and the Value of the U.S. Dollar / Commodities / Gold and Silver 2012
By: Alasdair_Macleod
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
By: Ben_Traynor
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
By: Michael_Noonan
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
By: MISES
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.
Sunday, December 09, 2012
Own Physical Gold Now - While You Still Can! / Commodities / Gold and Silver 2012
By: GoldCore
“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
By: Richard_Mills
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
By: Adrian_Ash
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
By: Dr_Jeff_Lewis
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
By: Dr_Jeff_Lewis
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: DailyWealth
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
By: GoldCore
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
By: GoldSilverWorlds
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.
Friday, December 07, 2012
Gold Stocks Secondary Bottom Soon, Bullish Trend 2013 / Commodities / Gold and Silver Stocks 2013
By: Jordan_Roy_Byrne
I have to admit, I never saw the gold stocks correcting this much. After making a textbook double bottom and registering very strong momentum readings, I expected a relatively tame October correction to be followed by another leg higher into year end. I thought GDX would bottom at $49. Obviously I was wrong on all counts. It’s difficult to make predictions when they are about the future. Kidding aside, forecasts are only a guide or a potential road-map. No one can predict the future. However, we can assess risk, reward and probabilities. We think the current probabilities favor a secondary bottom in the gold stocks and very soon the risk/reward dynamic will be heavily in favor of longs.
Friday, December 07, 2012
Junior Gold Mining Sector Distressing for Investors / Commodities / Gold and Silver Stocks 2013
By: Bob_Kirtley
The theme running our mailbag this morning was one of distress as various investment strategies based around the performance of the junior gold mining sector appear not to be working out as planned. We will take a quick look at the GDXJ to see if we can discern any trends that may help us position our hard earned cash for future growth.Read full article... Read full article...
Friday, December 07, 2012
Gold, True Safe Havens Needed as Fed Monetizes Uncle Sam / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
A financial safe haven is generally an instrument that is expected to hold or increase its value in the face of market turbulence. It is used by investors to reduce exposure to declines resulting from downturns in the market or economy. What is considered a safe haven can change depending on market conditions, but a few asset classes typically come to mind. In the current financial landscape, there is a growing need for true safe havens.
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Friday, December 07, 2012
Can Gold Keep Its Luster in 2013? / Commodities / Gold and Silver 2013
By: Clif_Droke
Gold took a double hit recently based partly on a news item from the rumor mill that a large fund in Asia was selling to "run the stops."
"The sale looks like a carefully crafted trade prepped and successfully executed by a well known $14b US fund," according to one source. "Prior to the sale there had been an unusually large purchase of gold 'puts' - a leveraged options play that profits from a downward spike in prices. There had also been some early selling on the overnight electronic platform presumably to test the waters before the big guns fired a devastating salvo."
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Thursday, December 06, 2012
Why did Central Banks Stop Selling Gold? / Commodities / Gold and Silver 2012
By: Julian_DW_Phillips
In 2009 the signatories of the Central Bank gold Agreement effectively stopped selling gold. This was just after signing the third Central Bank Gold Agreement which lasts until September 26th 2014. Why?
In 1999, the first of such agreements was signed by the U.K. and was called the Washington Agreement. It received the tacit blessing of the U.S.A. and Japan. This was followed by the signing of the Central Bank Gold Agreement, which ran from 27th September 2004 to the 26th September 2009. Ostensibly to accommodate the I.M.F.'s sale of 403 tonnes of gold on their own books, a third Central Bank Gold Agreement was signed to run from the 27th September 2009 to the 26th September 2014. Apart from the up-to 7 tonnes year of gold sales by Germany's central bank for the minting of gold coins, there have been virtually no sales of gold from the original signatories of their gold. In fact the previously announced sales (going back to the turn of the century) have not been fulfilled completely, even now. Once the I.M.F. completed their sales of gold, the absence of the developed world's central banks from the sale side of gold spoke volumes! How?
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Thursday, December 06, 2012
Gold: The Hidden Dangers? / Commodities / Gold and Silver 2012
By: MarketShadows
Courtesy of Dr. Paul Price : Extensive money printing (QE programs) have had many traders stocking up on Gold via ETFs, ETNs, physical coins & bars and through shares of precious metal mining companies. This urge to own hard assets in a soft money environment makes sense on an intuitive basis.
Thursday, December 06, 2012
Investors Ditching Before the Fiscal Cliff / Commodities / Gold and Silver 2012
By: Peter_Schiff
Turn on the TV and this is what you'll hear: The US budget is heading for a fiscal cliff. If a deal isn't reaching in Congress by the end of this year, a combination of automatic tax hikes and budget cuts will sink America into economic depression. There is no escape.
Thursday, December 06, 2012
How Will I Know When To Sell My Gold? / Commodities / Gold and Silver 2013
By: DeviantInvestor
NEVER sell your gold because you want to hold it for the rest of your life and pass it on to your grandchildren.
Or
Sell your gold NOW (big mistake – my opinion) if you believe that gold is in a bubble or never should have been bought (as per “gold-bashers” Warren Buffett and Charlie Munger).
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