Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, September 11, 2012
Investors "Enthusiastic for Gold and Silver" in Fed QE Expectations / Commodities / Gold and Silver 2012
By: Ben_Traynor
U.S. DOLLAR gold prices traded around $1730 an ounce during Tuesday morning's London session, broadly in line with where they started the week, while European stock markets ticked lower and longer-dated US Treasuries dipped.
Silver prices traded between $33.60 and $33.70 per ounce for most of this morning, near to last week's close, with other commodities also flat on the day.
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Tuesday, September 11, 2012
New Gold Standard, Gold Bugs Love It, But is Just a Dream / Commodities / Gold and Silver 2012
By: Money_Morning
Martin Hutchinson writes:
Thanks largely to Ron Paul, the Republicans have suddenly become enamored of gold.
And why not?...It is real money.
These newly-born gold bugs have even gone so far as to include a call for a commission to examine a return to the gold standard in the party platform.
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Tuesday, September 11, 2012
Gold Stocks Under-perform All Other Sectors / Commodities / Gold & Silver Stocks
By: Bob_Kirtley
Different investors prefer to invest in different products for a multitude of reasons and end goals. A vast range of equities, currencies, bonds and commodities can now all be traded from the click of a mouse anywhere in the world. Although not our predominant focus, equities have several pros and cons, can lead to significant wealth, especially with the market in the right state. On the flip side, some traders preach the benefits of gold mining stocks as a way to benefit from rising gold prices – a view we strongly disagree with.
Tuesday, September 11, 2012
Gold Stocks: History Argues for More Upside / Commodities / Gold and Silver 2012
By: Jordan_Roy_Byrne
Gold and silver stocks are not only the most volatile sector but the highest beta sector. Therefore the percentage moves can be quite exaggerated relative to the market. Currently, the shares have emerged from a W bottoming pattern. They have gained substantially (in percentage terms) in just the past month. I wanted to consult history and in particular the rebounds following the bottoms in 2000, 2005 and 2008 to get a sense of the reasonable upside potential over the coming months. Judging from history, one should not be alarmed about the recent gains because these rebounds tend to run much longer and higher.
Tuesday, September 11, 2012
Why Globally Coordinated QE and Higher Gold Prices are Unavoidable / Commodities / Gold and Silver 2012
By: GoldSilverWorlds
Question: You described in a recent newsletter article, that the next round of Quantitative Easing will be massive and that it will be globally coordinated. Why are you so convinced? What to expect from the gold price in the light of all of this?
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Tuesday, September 11, 2012
Investors Preparing For QE3 As Gold and Silver Skyrocket / Commodities / Gold and Silver 2012
By: GoldSilverWorlds
Silver (SLV) is breaking out past $30 and the trend is moving higher as the Fed signals that they are now ready to pull the trigger and boost the economy possibly as early as the next Open Market Meeting in the middle of September. Silver is regaining the 200 day moving average on a breathtaking move. Even though we have the general equity markets at record highs, economic conditions all around the world are not showing evidence of a recovery…yet.
Monday, September 10, 2012
The Power of the Powerless Supports a Raging Silver Bull Market / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
The Power of the Powerless Supports a Raging Silver Bull Market
In essence, taking possession of artificially cheap silver is not only akin to an act of wealth conservation, it is also a quiet form of protest.
Protest against a failed currency structure imposed by a government up on its citizens that has given rise to the extreme complexity and overgrowth in the financial sector and which allows those closest to the free money a significant advantage over the populace.
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Monday, September 10, 2012
Peak Silver Redux? / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
As prices at the pump gradually move back up, one finds no shortage of people calling for new financial regulations.Frequently blamed on speculators, higher gasoline prices are — as some politicians say — the result of lax laws regulating the financial system.
Nevertheless, can it really be only speculators that are driving up the price of oil? Surely, the petroleum market is deeper than that.
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Monday, September 10, 2012
Gold Primary Trend Continues To Advance / Commodities / Gold and Silver 2012
By: Submissions
Education: that which reveals to the wise, and conceals from the stupid, the vast limits of their knowledge- Mark Twain
Gold continued to make good headway during the week in spite of warnings that it was overbought and/or a risky venture. The yellow metal began the week on Tuesday at 1,687.60 and closed on Friday at 1,737.60. There were attempts to sell it along the way and they were met with strong buying as has been the custom. In this world of hype and misinformation there is only one real port in the storm, and that’s gold. That didn’t change this week. Gold moves higher in spite of the rhetoric to the contrary and in spite of the fact that few understand what moves it, and even fewer own it. I listen to pundit after pundit call tops to the bull market and yet they forget that the general public doesn’t own any gold. Then they’ll tell you that the public will never buy gold. I maintain that if the public was stupid enough to buy into the NASDAQ craze, and they were, they’ll be smart enough to buy gold.
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Monday, September 10, 2012
Silver Price Hits Multi-Month High / Commodities / Gold and Silver 2012
By: Chris_Vermeulen
The price of silver reached a 5-month high this past week as investor interest seems to have been rekindled in both gold and silver as belief in financial markets increases that the latest round of monetary easing from the Federal Reserve – QE3 – will soon be on its way. Many investors had largely stayed away from silver in recent months after some had got caught up in its volatility. Silver had touched a 30-year high in April 2011 before plunging 35 percent in a few short weeks.
Monday, September 10, 2012
Gold and Silver Price Slips But "Set to Benefit" If Fed Begins QE3 This Week / Commodities / Gold and Silver 2012
By: Adrian_Ash
THE WHOLESALE gold price drifted lower to $1730 per ounce Monday morning in London, some ten Dollars below Friday's six-month high.
Stock markets were broadly flat and US Treasuries fell, meantime.
The silver price dipped below $33.50 per ounce – around 20 cents below last week's close – while other commodities were broadly flat, with the exception of copper, which posted gains.
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Monday, September 10, 2012
Gold New Euro Record High / Commodities / Gold and Silver 2012
By: GoldCore
Today’s AM fix was USD 1,732.75, EUR 1,355.09, and GBP 1,082.63 per ounce.
Friday’s AM fix was USD 1,696.00, EUR 1,337.75 and GBP 1,062.06 per ounce.
Silver is trading at $33.50/oz, €26.32/oz and £21.05/oz. Platinum is trading at $1,596.50/oz, palladium at $655.70/oz and rhodium at $1,025/oz.
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Monday, September 10, 2012
As The Euro Tumbles, Spaniards Look To Gold Bars / Commodities / Gold and Silver 2012
By: Peter_Schiff
J. Luis Martin writes: The unremitting deterioration of the eurozone's sovereign debt landscape continues to fuel uncertainties about the longevity of the euro as a strong currency. Such uncertainties are not only leading to capital flight from the EMU's periphery to the core and destabilizing markets worldwide, but they are also beginning to frighten southern European savers into seeking refuge outside their 10-year-old currency.
Monday, September 10, 2012
Gold Bugs and Anti-Gold Bugs, It's a Fight for Civilization / Commodities / Gold and Silver 2012
By: Gary_North
A recent article by David Weiner on the MarketWatch site reminded me of just how weak the economic arguments against the gold standard are. Its title: "A Fool's Gold Standard." I examined this article here.
The arguments by American critics of a gold standard all rest on this unstated presumption.
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Saturday, September 08, 2012
Gold Investing Lessons from Banking School / Commodities / Gold and Silver 2012
By: The_Gold_Report
Mike Niehuser, founder of Beacon Rock Research, incorporates his banking school background into his mining industry analysis. In this exclusive interview with The Gold Report, he assesses the macroeconomic situation from a banker's perspective, explains why he is convinced gold is ready to take off and shares the names of companies poised to profit from mining in the northwestern United States.
The Gold Report: You were at the Pacific Coast Banking School last Friday when gold prices dipped and then surged on Federal Reserve Chairman Ben Bernanke's comments. Why are you attending banking school?
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Friday, September 07, 2012
Gold Stocks Breakout / Commodities / Gold and Silver 2012
By: Zeal_LLC
After weathering a long consolidation followed by a major correction, gold stocks remain deeply out of favor today. But this bearish sentiment is slowly yielding as gold powers higher in its usual autumn rally. Gold stocks are starting to show signs of life again. And after their strong advance since late July, they are now on the verge of a major upside breakout. Odds are this event will herald a major new upleg.
Friday, September 07, 2012
Will US Face Power Blackouts as Drought Hits Electricity Generation? / Commodities / Electricity
By: OilPrice_Com
Well, its official - the U.S. government has acknowledged that the U.S. is in the worst drought in over 50 years, since December 1956, when about 58 percent of the contiguous U.S. was in moderate to extreme drought.
According to the National Oceanic and Atmospheric Administration National Climatic Data Center's "" report, "Based on the Palmer Drought Index, severe to extreme drought affected about 38 percent of the contiguous United States as of the end of July 2012, an increase of about 5 percent from last month... About 57 percent of the contiguous U.S. fell in the moderate to extreme drought categories (based on the Palmer Drought Index) at the end of July... According to the weekly U.S. Drought Monitor, about 63 percent of the contiguous U.S. (about 53 percent of the U.S. including Alaska, Hawaii, and Puerto Rico) was classified as experiencing moderate to exceptional (D1-D4) drought at the end of July."
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Friday, September 07, 2012
Commodity Investing in a Time of Rising Resource Nationalism / Commodities / Resources Investing
By: Roger_Conrad
“Ever-deeper, ever-further” has been the mantra of major natural resource producers over the past decade, as emerging Asia has replaced the US as the world’s single biggest consumer and driven demand to new heights.This unprecedented expansion hasn’t always driven up costs. In fact, major producers of everything from copper to platinum are uncovering some of the richest reserves yet seen with their massive investment. That’s helped keep a lid on companies’ overall production costs, which in turn has aided further investment. It has, however, elevated resource nationalism risk to heights not seen since the 1970s, when countries such as Chile expropriated assets from investors domestic and foreign.
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Friday, September 07, 2012
Gold Imports To China From Hong Kong Double Again On Safe Haven Demand / Commodities / Gold and Silver 2012
By: GoldCore
Today’s AM fix was USD 1,696.00, EUR 1,337.75, and GBP 1,062.06 per ounce.
Yesterday’s AM fix was USD 1,708.50, EUR 1,355.09and GBP 1,074.53 per ounce.
Friday, September 07, 2012
The Anti-Gold Fool / Commodities / Gold and Silver 2012
By: Gary_North
David Weidner wrote a piece for MarketWatch: "Fool's Gold Standard."
It was standard stuff, i.e., a combination of economic stupidity, attempted cleverness, and the rhetoric of contempt.
It deserves my special treatment, which I reserve for mainstream media journalists who hate the idea of a world not run by the Federal Reserve and who try to be clever. Weidner is not clever.
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