Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, November 16, 2012

Gold and Silver Stocks – A Dramatic Change in Fundamentals or a Short-Term Anomaly? / Commodities / Gold & Silver Stocks

By: P_Radomski_CFA

Stock exchange is a very volatile, emotion-driven place. Even though most of the time one can predict future moves in particular assets with decent effectiveness, every once in a while abrupt and unexpected market moves take place. And we have just seen such violent and heavy declines in precious metals mining stocks.

Friday, November 16, 2012

Gold and Silver Supply - Will the Real Ratio Please Step Forward? / Commodities / Gold and Silver 2012

By: Dr_Jeff_Lewis

Those attracted to the precious metals markets are often curious about the various ratios existing between gold and silver, as well as what these ratios might reveal about the relative fair values of these key investment metals. 

Friday, November 16, 2012

Gold and Silver: Accumulation and Liquidity / Commodities / Gold and Silver 2012

By: Dr_Jeff_Lewis

As history has shown again and again, hard currencies like gold and silver are perhaps the only truly safe long term investments.

Part of the safety of these assets arises from the fact that they are traditionally accumulated and hoarded by individuals, especially in financially challenging times and periods of high inflation. Even more importantly, precious metals like gold and silver are liquid assets that can be readily sold for currency or exchanged in a barter situation.

Friday, November 16, 2012

Gold Being Liquidated for Cash as Stock Markets Fall Ahead of Fiscal Cliff Negotiations / Commodities / Gold and Silver 2012

By: Ben_Traynor

WHOLESALE gold bullion prices fell below $1710 an ounce Friday morning in London, dropping below that level for the second day in a row, as stocks, commodities and the Euro all fell and US Treasuries gained ahead of negotiations among US lawmakers about the so-called fiscal cliff.

Friday, November 16, 2012

Silver Price Forecast 2013 / Commodities / Gold and Silver 2013

By: GoldCore

Today’s AM fix was USD 1,710.00, EUR 1,342.76, and GBP 1,077.91 per ounce.
Yesterday’s AM fix was USD 1,723.50, EUR 1,351.45, and GBP 1,087.66 per ounce.

Silver is trading at $32.32/oz, €25.48/oz and £20.46/oz. Platinum is trading at $1,554.50/oz, palladium at $624.80/oz and rhodium at $1,095/oz.

Friday, November 16, 2012

Exxon Supports Carbon Taxes / Commodities / Climate Change

By: Andrew_McKillop

Surprising to some, Exxon Mobil Corp. is now flexing its political and media muscles as part of a growing coalition, ranging from environmentalists to advocates of reindustrialisation, political isolationists and a large slice of the energy sector, which backs a US carbon tax. This new taxation would be an alternative to the costly additional regulations the Obama administration is mulling. Once upon a time, that is 3 years ago, any talk about carbon taxes was anathema in Washington.

Thursday, November 15, 2012

U.S. Fiscal Cliff, Asian Currency Wars, Buoys the Gold market / Commodities / Gold and Silver 2012

By: Gary_Dorsch

Texas Republican Ron Paul’s maverick crusade to “audit the Fed”, and to rein-in the “fourth branch” of the US-government, suffered a major blow in the wake of the November 6^th elections that saw President Barack Obama prevailing over his Republican challenger Mitt Romney. Adding insult to injury, the Republican Party not only failed to secure a majority in the Senate, but it lost 2-seats. Mr Paul is the author of a bill to audit the clandestine activities of the Fed that passed the House by a 327-98 vote on July 25^th, exceeding the two-thirds majority needed.  Astoundingly, 89 Democrats joined 238 Republicans to approve it.

Thursday, November 15, 2012

Gold, Paper, and a Train Wreck / Commodities / Gold and Silver 2012

By: DeviantInvestor

Begin with a few facts and assumptions and follow the logic:

Gold has been a store of wealth for more than 3,000 years. Silver has been used as money in most countries of the world. Both are still valuable.

Thursday, November 15, 2012

Gold Major Buying Opportunity / Commodities / Gold and Silver 2012

By: Toby_Connor

I'm just going to do a quick post today. The relevant factors are that gold appears to have put in an intermediate degree bottom last week. Miners are being dragged down at the moment as the stock market makes its final move into an intermediate bottom. This happens pretty much like clockwork every 20-25 weeks (currently on week 23).

Thursday, November 15, 2012

Eurozone Enters Recession, Worldwide Gold Demand Down in Q3 / Commodities / Gold and Silver 2012

By: Ben_Traynor

THE DOLLAR gold price drifted lower to $1720 an ounce during Thursday morning's London session, around ten Dollars down on the week, as stocks and the Euro also drifted lower following the release of weak economic growth data from the Eurozone.

The silver price dropped below $32.60 an ounce, more-or-less exactly where it started the week, while other industrial commodities edged higher.

Thursday, November 15, 2012

Is it Better to Buy Gold in Singapore? / Commodities / Gold and Silver 2012

By: Jan_Skoyles

Switzerland is a traditional investment safe-haven, however in a recent survey we found that when it comes to gold bullion storage there is a new star emerging and our customers want to be a part of it. Below we explain why those looking to invest in gold may want to look at Singapore to store their gold.

Thursday, November 15, 2012

Global Energy's Massive U-Turn / Commodities / Natural Gas

By: Andrew_McKillop

GLOBAL U-TURN
Received wisdoms in global energy are falling like downed skittles as the world lurches into the biggest-ever U-turn in energy history. The US gas story shows the most dramatic and rapid changes. From the late 1990s until the past 2 years, billions of dollars were spent by developers of LNG regasification facilities in the United States, as well as most other OECD countries and by China and India. The received wisdom was that world gas resources were limited and depleting fast. The gas outlook for the US seemed especially dire: it was resigned to a future of declining domestic natural gas production, needing rapid growing LNG imports to fill a looming supply-demand gap. Outside the US, eyeing the world's largest single market for gas, developers of LNG projects were investing billions of dollars to meet the USA's projected import demand for LNG.

Thursday, November 15, 2012

Gold and The Cold War / Commodities / Gold and Silver 2012

By: Darryl_R_Schoon

There are now two great nations in the world, which starting from different points, seem to be advancing toward the same goal: the Russians and the Anglo-Americans... Each seems called by some secret design of Providence one day to hold in its hands the destinies of half the world.

           Democracy in America, Alexis de Toqueville, 1835

Thursday, November 15, 2012

Gold Bullion Up, Gold Stocks Get Pummeled / Commodities / Gold and Silver 2012

By: Bob_Kirtley

It’s been another one of those odd ball trading sessions where gold prices managed to finish the day up $2.50 to close at $1727.40/oz, but the gold mining stocks, as evidenced by The AMEX Gold BUGS (Basket of Unhedged Gold Stocks) Index, known as the HUI, fell 21.55 points to 447.96 or a staggering 4.59%.

Thursday, November 15, 2012

What Gold's Relative Strength Means / Commodities / Gold and Silver 2012

By: Jordan_Roy_Byrne

Longtime readers of our editorials know that we are big fans of intermarket analysis as well as ardent believers in the real price of gold (real POG) or relative Gold. No this has nothing to do with the paper market versus the physical market. The real POG is essentially the POG relative to other assets and markets. There are two reasons why we track this. First, Gold priced against the other currencies (specifically the Euro) has been a leading indicator for Gold in US$ terms. Second, Gold's performance against commodities (in general) is a leading indicator for margins of the miners. We discussed this a few weeks ago. Over the weekend, I reviewed Gold's performance in relative terms and it seems to have reasserted its uptrend.

Wednesday, November 14, 2012

How to Speculate in Gold and Silver Stocks Without Gambler's Ruin / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Rodney Stevens, portfolio manager at Wolverton Securities, believes investors speculating in precious metals must be disciplined to avoid gambler's ruin. While "disciplined speculation" may seem like a contradiction, it is key to Stevens' approach. Through both technical analysis and fundamental analysis, and a careful read of intermediate trends, Stevens has developed a concentrated portfolio of precious metal companies held both long and short. In this Gold Report interview, he shares where the sweet spot in the mining space is and advises how to limit portfolio risk.

Wednesday, November 14, 2012

Gold Price Continues to Consolidate / Commodities / Gold and Silver 2012

By: Ben_Traynor

U.S. DOLLAR gold prices drifted lower to $1722 an ounce this morning in London, slightly down from last week's close, while stock markets also fell along with US Treasury bonds as US policymakers continue to discuss how to deal with the so-called fiscal cliff.

"Gold is consolidating last week's strong up leg from $1673 to $1739," says the latest technical analysis from bullion dealer Scotiabank.

Wednesday, November 14, 2012

China Gold Reserves Too Small to Ensure National Economic and Financial Safety / Commodities / Gold and Silver 2012

By: GoldCore

Today’s AM fix was USD 1,724.50, EUR 1,353.08, and GBP 1,085.21 per ounce.
Yesterday’s AM fix was USD 1,724.75, EUR 1,360.86, and GBP 1,091.39 per ounce.

Silver is trading at $32.47/oz, €25.60/oz and £20.54/oz. Platinum is trading at $1,585.00/oz, palladium at $637.00/oz and rhodium at $1,150/oz.

Wednesday, November 14, 2012

America's Rocky Path towards Energy Independence / Commodities / Energy Resources

By: Money_Morning

Dr. Kent Moors writes: You might have seen yesterday's headline in the Wall Street Journal: "U.S. Redraws World Oil Map."

As the article explains, U.S. oil production is now on pace to surpass Saudi Arabia by 2020. This would make the United States world's largest oil producer. We're already the second-largest natural gas producer, according to 2010 EIA estimates.

Wednesday, November 14, 2012

Gold and Silver Coiling For a Major Move - The Next Disaster / Commodities / Gold and Silver 2012

By: Jesse

In discussing the government's lack of reaction in reforming the high frequency trading developments in the market, the CFTC's Bart Chilton remarks in the video below about the unfortunate tendency of regulators not to act until something unfortunate happens as being a: