Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, August 30, 2012
Prepare For Gold and Silver Sector Fireworks / Commodities / Gold and Silver 2012
By: Bob_Kirtley
The Jackson Hole meeting is now upon us, a gathering of the worlds central bankers who will put their collective brain power to work in an attempt to resolve the economic woes that most sovereign states are now struggling to remedy.
As investors in gold and silver these meetings are important to us as they may provide us with clues as to what policy changes are are about to be unleashed upon us as they attempt to steer the world away from a global depression. The Federal Reserve is also charged with keeping unemployment low and so it needs to implement strategies that will hopefully boost the American economy.
Wednesday, August 29, 2012
Uncovering the Real Price of Peak Oil / Commodities / Crude Oil
By: Casey_Research
Doug Casey, chairman of Casey Research and expert on crisis investing, is on the search for real wealth – not investments in companies that push around paper. In this exclusive interview with The Energy Report, Casey shares his pragmatic take on what's next for oil, gas, and nuclear power.
Wednesday, August 29, 2012
Corn and Canola, a Tale of Two Agricultural Markets / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
With harvesters now beginning to move in parts of the U.S. the reality of the drought is now being recorded. Farmers face the loss of substantial income, and in many cases actual losses. Early estimate of losses by crop insurers is $30 billion(Financial Times, 27 August). Tax payers will be paying a significant portion of that loss. Crop insurance is the mechanism for insuring that farmers can plant a crop in April of 2013.
Wednesday, August 29, 2012
Gold: Buy, Hold or Sell? / Commodities / Gold and Silver 2012
By: Peter_Zihlmann
In 1980, the price of one ounce of GOLD reached $ 850. Today, the purchasing power of the US dollar is substantially less than in 1980. The price of one ounce of gold would have to rise to $ 2,550, assuming an annual average inflation of 3.5%, to reflect the value of the US dollar thirty years ago.
Wednesday, August 29, 2012
Euro Gold Technicals Look Near Perfect / Commodities / Gold and Silver 2012
By: GoldCore
Today’s AM fix was USD 1,664.25, EUR 1,325.04 and GBP 1,051.66 per ounce.
Yesterday’s AM fix was USD 1,663.50, EUR 1,325.18 and GBP 1,053.52 per ounce.
Silver is trading at $30.79/oz, €24.62/oz and £19.54/oz. Platinum is trading at $1,519.10/oz, palladium at $630.80/oz and rhodium at $1,025/oz.
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Wednesday, August 29, 2012
Bernanke Disappointment Could See Gold Price Correct / Commodities / Gold and Silver 2012
By: Ben_Traynor
WHOLESALE gold prices dipped below $1665 an ounce during Wednesday morning's London trading, slightly below where they started the week, while stock markets also edged lower, with markets focused on upcoming meetings of central bankers in the US and Europe.
Silver prices fell to $30.76 an ounce – in line with last week's close – as other industrial commodities also ticked lower, following news that iron ore prices in China had dropped for the 13th day in a row.
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Wednesday, August 29, 2012
Why Platinum is a Screaming Buy / Commodities / Platinum
By: Money_Morning
By Martin Hutchinson writes:
You won't read about it in the mainstream news, but the South African mining industry is in the fight of its life. That makes one investment a screaming buy.
You see, violent strikes have paralyzed several South African mines this year, including most recently the giant Lonmin platinum mine.
Wednesday, August 29, 2012
Why You Should Invest in What China Needs to Buy / Commodities / Energy Resources
By: The_Energy_Report
The U.S. is no longer the safest place in the world to invest, says Don Coxe, a strategic advisor to the BMO Financial Group. While U.S.-based companies are forced to wade through red tape and legal challenges, relatively lax regulation in emerging economies created stiff competition. In this exclusive interview with The Energy Report, Coxe explains how investors should position themselves as China and India rise to superpower status.
The Energy Report: You are famous for taking the long view of the political economy, Don. What does the machinery of history tell us about the likely future of the Western world as measured against the newly industrializing economies, including China, India and Brazil?
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Wednesday, August 29, 2012
It's Game On for Rare Earth Metals in Greenland / Commodities / Rare Earths
By: Critical_Metals_Repo
Far from icebound, Greenland is wealthy in rare earth elements, precious metals and oil. Already, says Aheadoftheherd.com owner Rick Mills, companies are beginning to outline major discoveries at just pennies a share. And that's just the tip of the iceberg. Read more in this exclusive interview with The Critical Metals Report.
The Critical Metals Report: Let's start by talking about growth in developing nations, where populations are starting to demand the good things in life that we in the developed world have long enjoyed. That means continued growth in the commodity markets, specifically in mining. What are the implications of that?
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Tuesday, August 28, 2012
Gold Daily and Silver Pausing... / Commodities / Gold and Silver 2012
By: Jesse
The pause at resistance continues. I have added a chart line to gold to help make it more visible.
I added some hedges to my bullion position today on the if/come of Bernanke and Draghi.
There was some intraday commentary on economics and the markets here.
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Tuesday, August 28, 2012
The Gold Standard Gets Another Look / Commodities / Gold and Silver 2012
By: Peter_Schiff
As Republicans convene in Tampa to nominate Mitt Romney and hammer out their party platform, one of the planks that could attract the most attention is the Party's official position on the gold standard. As it is now being considered, the platform stops short of recommending a return to the gold standard, but does advocate a commission to consider the possibility. However, judging by the reaction with which many Republicans have greeted the idea, one would think that the platform might as well have called for the return of slavery.Read full article... Read full article...
Tuesday, August 28, 2012
Ignore the Crude Oil 40 Doom-and-Gloom Crowd / Commodities / Crude Oil
By: Money_Morning
Dr. Kent Moors writes:
I just returned from a week down South with a few of my energy clients. It's good to get my hands dirty and remind myself firsthand what is going on at the project level of some of the country's top energy companies.
But when I returned home this weekend, I made the mistake of flicking on the television and opening the newspaper.
I can't believe that the pundits are now predicting that oil will fall to $40 a barrel. They also are projecting that the entire natural gas sector is going to collapse.
Tuesday, August 28, 2012
Fed Easing Discussion "Will Push Gold Prices Higher" / Commodities / Gold and Silver 2012
By: Ben_Traynor
SPOT MARKET gold prices traded just above $1660 an ounce during Tuesday morning's London session, a few Dollars down on last week's close, while stocks and commodities were also broadly flat on the day and US Treasuries gained.
Silver prices rallied to nearly $31 per ounce, having fallen back through that level a day earlier, before easing back towards lunchtime.
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Tuesday, August 28, 2012
Gold First Mover Advantage / Commodities / Gold and Silver 2012
By: Frank_Holmes
In the Investor Alert, our investment team shares charts and data that we believe provide readers with a first mover advantage. While markets don’t always move like we anticipate, recognizing historical trends can provide an edge if you act quickly.
Last week, gold bugs were rewarded with the long-awaited positive momentum in the yellow metal, and on Friday, bullion rose to about $1,670. After falling below the 200-day moving average, gold had been stuck in quicksand for several months. With the jumps in the price last week, bullion swiftly rose above this critically important long-term moving average.
Tuesday, August 28, 2012
Why Gold Investors Should Fear the Financial System / Commodities / Gold and Silver 2012
By: The_Gold_Report
The dire economic situation that persists globally despite the best efforts of central planners to make things seem normal leads Sprott Inc.'s legendary Chairman Eric Sprott to broadcast a loud message of caution: "Fear the financial system." In this exclusive interview with The Gold Report, Sprott says it's time for people to take matters into their own hands and that means pushing further and further into precious metals equities as well as physical gold and silver. With 80% of his own portfolio in that arena, he certainly puts his money where his mouth is.
The Gold Report: You've stated before that the price of gold should be above $3,200/ounce (oz) and the price of silver above $200/oz but market manipulation keeps both metals artificially low. Who is manipulating it?
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Monday, August 27, 2012
Is the Price of Silver Signaling the Next Monetary Supernova, or Will it be the Cause? / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
If the pricing in the world’s commodity and financial markets accurately reflected anything but the culmination of decisions made by high frequency trading systems, then the recent price action in the silver market might have something meaningful behind it. In an alternative parallel universe, the recent rally in silver might actually be ‘pricing in’ the next major monetary event.Read full article... Read full article...
Monday, August 27, 2012
Reasons Why China Wants Its Citizens to Own Gold and Silver / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
Due to China’s huge size, its developing economy is having a growing influence on the global economic system. One commodity that has been particularly strongly affected by Chinese popular demand is silver and other precious metals like gold.Not only has the Chinese government been moving toward holding precious metals in reserve as an alternative to paper currencies like the U.S. Dollar, but it has recently also encouraged its citizens to own precious metals as a way to store their wealth in a valuable physical asset.
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Monday, August 27, 2012
Gold Bull Run is Still Happening / Commodities / Gold and Silver 2012
By: Neil_Charnock
The gold Bull Run of 11 years is still happening; make no mistake about that. The fact that the USD gold price has held above the $1525 level is a strong indicator. Seasonal factors and other strong indicators tell me this long gold price consolidation period is nearing its conclusion at last. Gold has formed a new higher base from which it can launch higher.
Monday, August 27, 2012
Will History View ECB's Drahgi as the Currency Forger of Europe? / Commodities / Gold and Silver 2012
By: GoldCore
Today the London Bullion Market is closed for a national holiday.
Friday’s AM fix was USD 1,666.50, EUR 1,329.16 and GBP 1,051.88 per ounce.
Silver is trading at $30.91/oz, €24.77/oz and £19.62/oz. Platinum is trading at $1,550.00/oz, palladium at $647.90/oz and rhodium at $1,025/oz.
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Monday, August 27, 2012
Is Gold Still "The Next Greatest Trade Ever"? / Commodities / Gold and Silver 2012
By: Money_Morning
Peter Krauth writes:
Believe it or not, the housing crash wasn't all heartache and tears. When the mortgage bubble burst a few select investors made a boatload.
One of them was hedge fund titan John A. Paulson.
In what has been called "the greatest trade ever," Paulson earned $15 billion for himself and his clients as the rest of the markets fell hard.
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