Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Tuesday, September 25, 2012

Gold and Silver When Financial Repression Fails / Commodities / Gold and Silver 2012

By: Dr_Jeff_Lewis

Financial repression may prove to be the policy that triggers the inevitable return to fair value in precious metals. The failure of this academic policy, originally deployed in the 1950’s,adds to the list of possible scenarios triggering the failure of the manipulative price suppression that has been observed in the precious metals futures markets.

Tuesday, September 25, 2012

How Gold and Silver Safe Haven in Today's Troubled World  / Commodities / Gold and Silver 2012

By: Dr_Jeff_Lewis

The reasons for holding precious metals as a relatively safe haven for one’s personal wealth are numerous. 

One common investing thesis for buying precious metals is that these intrinsically valuable commodities can hold their value in times of rising price levels. This characteristic can help American savers keep pace with credit expansion and paper currency debasement.

Tuesday, September 25, 2012

Creating Fiat Currency Is a Blank Check for Gold Miners / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Worldwide monetary creation today has implications for the watchful investor in gold and silver. In this exclusive interview with The Gold Report, Leonard Melman, publisher and editor of The Melman Report, explains why, and shows who will be well positioned to benefit from current economic stimulus strategies.

The Gold Report: Now that the curtain has been raised and we can see the Federal Reserve's much-anticipated program of a third round of quantitative easing (QE3), what are your thoughts? How do you expect QE3 to affect your portfolio?

Monday, September 24, 2012

Secular Commodity Markets Peak Forecast 2013 / Commodities / Commodities Trading

By: John_Hampson

Forecasting a secular commodities bull market peak is two-part: why commodities should make a blow-off price acceleration and why commodities should then fall out of favour in an enduring way.

Let me start by showing that commodities have been a particularly poor-performing asset class over time:

Monday, September 24, 2012

Investor Gold Buying to Resume & Fed Doubling Their Balance Sheet AGAIN! / Commodities / Gold and Silver 2012

By: Chris_Vermeulen

A leading precious metals consultancy, Thomson Reuters GFMS, has forecast that investors will buy record amounts of gold in the remainder of 2012. GFMS produces the benchmark supply and demand statistics for the gold market. GFMS forecasts that investors will purchase 973 tons of gold in the second half of 2012, more than during the wild gold market of the summer of 2011. This surge in demand for the yellow metal, GFMS says, will move gold above the $1850 an ounce level, not far from the record high of $1920 hit in September 2011.

Monday, September 24, 2012

"Do You Own Gold?" Ray Dalio at CFR: "Oh Yeah, I Do" / Commodities / Gold and Silver 2012

By: GoldCore

Today’s AM fix was USD 1,758.50, EUR 1,361.91, GBP 1,084.96 per ounce. Friday’s AM fix was USD 1,773.75, EUR 1,361.28and GBP 1,089.19 per ounce.

Silver is trading at $33.87/oz, €26.31/oz and £20.98/oz. Platinum is trading at $1,614.00/oz, palladium at $641.80/oz and rhodium at $1,150/oz.

Monday, September 24, 2012

Gold "Still a Buy" as "Alternative to Money" / Commodities / Gold and Silver 2012

By: Ben_Traynor

WHOLESALE MARKET gold bullion prices dropped to $1757 an ounce Monday morning in London – 1.7% off a seven-month high hit briefly last Friday – as stocks, commodities and the Euro also ticked lower and US Treasuries gained amid signs of ongoing political stalemate in Europe.

Silver bullion dropped to $33.71 per ounce – 4% down from Friday's high.

Sunday, September 23, 2012

The Best Way to Cash in on Silver’s Next Run-Up / Commodities / Gold and Silver 2012

By: Investment_U

Mike Kapsch writes: Over the past 10 years, silver prices have jumped an astounding 630%. In comparison, gold prices have risen 450%.

However, unlike gold, after hitting a 30-year high in April of last year, silver prices dropped 45% to $26.25 in June.

Saturday, September 22, 2012

Gold Double Flash Crash / Commodities / Gold and Silver 2012

By: Jesse

The 'Dr. Evil' strategy in two pictures. From Nanex Research:

Trading was so furious in Gold, that the CME circuit breakers triggered and halted the futures contract for 5 seconds. First on the downside, then on the upside. This is the same circuit breaker that triggered only once in the eMini during market hours: that time was at the bottom of the flash crash on May 6, 2010.

Saturday, September 22, 2012

Fears of a repeat of the 2008 Global Food Crisis / Commodities / Food Crisis

By: Pravda

The United Nations Organization sees signs in the current situation in world food markets that point towards a possible repeat of the world food crisis in 2007 and 2008, when prices of staple foods skyrocketed, creating instability which led to huge social upheavals. Measures are needed in the short, medium and long term, state experts from the UN.

Saturday, September 22, 2012

Gold-Silver Ratio Declining As U.S. Dollar Collapses / Commodities / Gold and Silver 2012

By: Jeb_Handwerger

Since July we have alerted our readers to a breakout in gold and silver prices as we expected a risk on rally in commodities with the catalyst being QE3 combined with worldwide stimulus moves from Central Bankers.   Since that time silver has soared 30% higher almost 10 straight weeks in a row as Bernanke announces a QE 3, 4, 5+…? and record low interest rates until mid 2015.

Saturday, September 22, 2012

If You Like QE3 But The Stock Market Makes You Nervous - Buy Gold! / Commodities / Gold and Silver 2012

By: Sy_Harding

QE2 in 2010 and ‘Operation Twist’ in 2011 recovered the stock market from double-digit corrections that were underway at the time, and rescued investors from their extreme bearish sentiment each time.

QE3 is underway and many are convinced that’s all that matters, that a repeat of stock market gains is a sure thing.

Friday, September 21, 2012

New Silver Price Upleg / Commodities / Gold and Silver 2012

By: Zeal_LLC

Silver has certainly enjoyed an impressive run of late, catapulting nearly a third higher since mid-summer.  Because this surge looks nearly vertical on short-term charts, some traders are getting nervous about this rally’s staying power.  While silver may indeed be temporarily overbought, its recent strength actually looks like the vanguard of a major new upleg.  Silver’s advance is likely just getting started.

Skepticism of silver’s potential continues to run rampant among speculators and investors.  But this is par for the course after a major correction.  Back in the spring of 2011, silver rocketed parabolic in a gargantuan upleg.  But it became wildly overbought, hitting the most extreme greed levels of its entire secular bull.  So over the subsequent 14 months, silver corrected dramatically by a staggering 45.5%!

Friday, September 21, 2012

The Energy Crisis That Wasn't / Commodities / Energy Resources

By: Andrew_McKillop

The real energy prospect is the world now faces a problem of newly found, or newly developed, and ever increasing energy resources and supplies - not a crisis of energy scarcity.

The turnaround has been lightning rapid, in at most 5 to 7 years, and has wrongfooted many analysts, most politicians, and the world's "historic major" energy corporations, as well as the green movement and "ecology politicians" who still claim energy supplies are rapidly declining and we face an inexorable energy crisis - very like their residual attempts to peddle global warming apocalypse. In fact the prospect of us facing energy penury, shortage and scarcity has been turned upside down.

Friday, September 21, 2012

Gold Uptrend Intact, Bullion Sentiment Buoyed by Inflation Fears / Commodities / Gold and Silver 2012

By: Ben_Traynor

WHOLESALE gold bullion prices held above $1770 an ounce Friday morning in London, a few Dollars below six-month highs hit earlier in the week, while stocks and commodities were also broadly flat ahead of a meeting between the leaders of Spain and Italy, with press reports suggesting plans are being discussed for a Spanish bailout.

Heading into the weekend, spot gold would make its fifth straight weekly gain if it closes above $1770 per ounce later today, while gold in Euros remained within 1% of last year's all-time high this morning.

Friday, September 21, 2012

How High Can Gold Go? / Commodities / Gold and Silver 2012

By: GoldCore

Today’s AM fix was USD 1,773.75, EUR 1,361.28, GBP 1,089.19 per ounce.
Yesterday’s AM fix was USD 1,760.00, EUR 1,360.33 and GBP 1,088.03 per ounce.

Silver is trading at $34.71/oz, €26.84/oz and £21.42/oz. Platinum is trading at $1,638.50/oz, palladium at $670.30/oz and rhodium at $1,250/oz.

Friday, September 21, 2012

Government and Gold confiscation: Tips to protect your assets / Commodities / Gold and Silver 2012

By: GoldSilverWorlds

My advice to everyone is simple and clear: “Get out of the current financial system,  avoid paper money and the banking system in general and move into physical precious metals.” David Stockman has put it this way: “ABCD – Anything Bernanke Cannot Destroy!”

Friday, September 21, 2012

The Gold Standard: A Panacea or More Malaise? / Commodities / Gold and Silver 2012

By: Submissions

Kira McCaffrey writes: The debt clock keeps on ticking. The U.S. federal debt recently surpassed the $16 trillion level and is still rising. The Republicans ushered the idea of a return to the gold standard to the center stage at their Tampa convention last month. Some see a return to the gold standard as a panacea to instill fiscal responsibility by our elected officials. While there are no easy answers or simple solutions to the massive debt crisis America faces, could a return to the gold standard be the answer? Let's take a look.

Friday, September 21, 2012

Gold and Silver Benefit From a Shift in Fiat Currencies / Commodities / Gold and Silver 2012

By: P_Radomski_CFA

We recall with some nostalgia that it was last year on September 6, that gold hit an all-time high of $1,923. This of course reminds us that a month before that the credit agency Standard & Poor's stripped the United States of its AAA rating on its bonds after partisan wrangling over raising the government's debt limit led the nation to the brink of default. And now in addition to nostalgia we get a feeling of déjà vu. The U.S. recently received another warning of a credit downgrade, this time from Moody's Investors Service. The credit agency said last Tuesday that it would most likely cut its Aaa rating on United States government debt, probably by one notch, if Washington's budget negotiations failed. This does not bode well for the U.S. dollar in the long run.

Thursday, September 20, 2012

Euro-Gold Just 1% Off Record High, "Gold Is Money" / Commodities / Gold and Silver 2012

By: Adrian_Ash

WHOLESALE PRICES to buy gold using US Dollars or British Pounds fell Thursday morning to trade just 1% below their 7-month highs of the last week.

Commodity prices dropped once again with Asian and European equities, while major-economy government bonds rose after new data showed Chinese factory output falling and Europe's private-economy contracting at the fastest pace in 3 years.