Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, August 10, 2012
GOLD: Lover or Fighter? / Commodities / Gold and Silver 2012
If there is one lesson that investors have learned in recent years, it is don’t fight central banks. The rally seen in equities since the lows of 2009 is now considered one of the most hated rallies in history. Analysts and pundits can debate macroeconomic conditions until blue in the face, but when central banks inject trillions of dollars into the financial system, the general trend tends to be higher. Precious metals have also benefited from monetary easing programs, but they are now finding out how hard it is to fight central banks.
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Friday, August 10, 2012
Gold Technicals Portend Impending Breakout / Commodities / Gold and Silver 2012
Similar chart patterns in seven major currencies signal potential for resumption of secular bull market
Ah, the long, lazy, hazy days of summer: Here in Colorado, it's been a particularly hot and dry one, leading to one of the worst wildfire seasons in recent memory. As for 'lazy', that's a pretty apt description of the gold market, which has been confined to a range of just $66.36 since the summer solstice.
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Friday, August 10, 2012
Is the Silver’s Move Above Its 50-day Moving Average a Bona Fide Buy Signal? / Commodities / Gold and Silver 2012
Many metaphors have been used for gold but never to our knowledge has the price of gold been compared to the non-barking dog. (This refers to the Sherlock Holmes story, Silver Blaze and the "curious incident of the dog in the night-time." Holmes infers that the dog made no noise because the villain was someone the dog knew very well.)
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Friday, August 10, 2012
Three Charts Every Gold Stock Trader Should See / Commodities / Gold and Silver 2012
Jeff Clark writes: Everything is falling in place for a big gold stock rally...
So far this year, it's been tough to make money owning gold stocks. Every rally has been weak. Every subsequent decline has been steep. The big gold stock fund, GDX, for example is down 25% over the last 12 months.
This decline has made gold stocks very cheap... and ready to rally. Let me show you what I mean...
Friday, August 10, 2012
Cash Out Of Gold And Send Kids To College? / Commodities / Gold and Silver 2012
Today's AM fix was USD 1,608.50, EUR 1,310.92, and GBP 1,030.69 per ounce.
Yesterday’s AM fix was USD 1,612.75, EUR 1,307.46 and GBP 1,029.79 per ounce.
Silver is trading at $27.91/oz, €22.84/oz and £17.96/oz. Platinum is trading at $1,405.50/oz, palladium at $576.00/oz and rhodium at $1,060/oz.
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Friday, August 10, 2012
Gold Bullion Market Marking Time Until Federal Reserve Symposium / Commodities / Gold and Silver 2012
U.S. DOLLAR gold prices traded slightly lower Friday morning in London, hovering around $1610 an ounce for most of the session, as stock markets also edged lower and US Treasuries gained, after trade data from China provided further signs of economic slowdown.
China's trade surplus fell by 20% month-on-month in July, with both import and export growth slowing, according to official data published Friday.
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Friday, August 10, 2012
The Dumb Money Hates Silver, it’s Time to Buy / Commodities / Gold and Silver 2012
Peter Krauth writes: Speculators hate silver...
For the past year, the positive silver headlines have been few and far between.
Ever since the poor man's gold peaked near $50 in April of last year, it's become a despised metal.
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Friday, August 10, 2012
Silver Wheaton Corporation: The $100.00 Silver Bullet / Commodities / Gold & Silver Stocks
Today our team is full of excitement as we work our way through the news of new acquisitions and the publication of the Q2 financial results of our largest single holding in the silver space. In this article we will cover the Q2 financial results, the additions to the silver streaming facilities, take a quick look at the charts and conclude with one long term suggestion and one short term suggestion for your consideration.Read full article... Read full article...
Friday, August 10, 2012
It's Time to Invest in Argentina's Oil and Natural Gas Plays / Commodities / Oil Companies
Argentina's nationalist leanings grabbed major headlines earlier this year, but Mackie Research Analyst Bill Newman says the conflict is unlikely to become a repeating trend with the majors and supermajors currently trolling for oil and gas in the country's Vaca Muerta shales. In fact, Newman expects newer policies to encourage foreign investment in energy exploration. In this exclusive interview with The Energy Report, Newman explains why investors should keep an eye on the region and watch for major catalysts.
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Thursday, August 09, 2012
Natural Gas Prices Tick Up on Hot Weather But Investors Shouldn’t Expect Much More Upside / Commodities / Natural Gas
Four months ago, natural gas bottomed out at a 10-year low of less than $2 per million British thermal units. Since then, the price has rocketed around, actually bursting over $3 in early July before backing off later in the month.According to the US Dept of Energy (DoE), America’s inventories of natural gas are still running 20 percent above their five-year average. That’s despite the fourth-hottest summer on record, which drove demand for gas to generate electricity up 21 percent over 2011 levels.
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Thursday, August 09, 2012
Cameco to Benefit From Rising Demand For Uranium / Commodities / Uranium
For the first time in 34 years, US oil production has risen for three consecutive years. Since reaching a low in 2008, output has increased by 1.2 million barrels per day and America’s reliance on imported oil has fallen to 66 percent of consumption from 75 percent.Read full article... Read full article...
Thursday, August 09, 2012
Gold Production Down Another 4% In South Africa - Total Mineral Production Up 4.2% / Commodities / Gold and Silver 2012
Today's AM fix was USD 1,612.75, EUR 1,307.46, and GBP 1,029.79 per ounce.
Yesterday’s AM fix was USD 1,607.00, EUR 1,298.90 and GBP 1,030.33 per ounce.
Silver is trading at $27.93/oz, €22.79/oz and £17.94/oz. Platinum is trading at $1,415.75/oz, palladium at $583.80/oz and rhodium at $1,060/oz.
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Thursday, August 09, 2012
Gold Seeks Foothold Above $1600 / Commodities / Gold and Silver 2012
WHOLESALE MARKET prices to buy gold bullion hovered in a tight range around $1615 an ounce for much of Thursday morning in London – marginally above where they started the week – before dipping slightly around lunchtime, while stock markets also edged lower following gains earlier in the week.
"Gold seems to have gotten a foothold above the $1600 level and seems to be relatively stable," says Robin Bhar at Societe Generale
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Thursday, August 09, 2012
There Is More to Gold than Mere Capital Appreciation / Commodities / Gold and Silver 2012
John Hathaway, senior managing director of Tocqueville Asset Management, does not particularly trust banks to keep stores of physical gold safe and segregated. Indeed, he considers his black lab Jake a better watchdog than the SEC. That is why he favors the SmartMetals program from Hard Assets Alliance, a new service launched in July. Hard Assets Alliance has partnered with Gold Bullion International (GBI) to offer precious metal purchasing and storage solutions to retail investors. With more investors realizing that safety of capital is the real reason to own gold, safe storage is more important than ever. Read more in this exclusive Gold Report interview.
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Thursday, August 09, 2012
Get Ready for the Gold Rebound Before It Is Too Late / Commodities / Gold and Silver 2012
While timing exactly when the rebound will happen is impossible, Marshall Auerback, director of Pinetree Capital, believes now is the time to pay the gold market renewed attention. In this exclusive Gold Report interview, he explains why the gold market is more interesting than in the recent past and shares what he would do if he were chairman of the Federal Reserve.
The Gold Report: Marshall, in a July 12, 2012, post on the Pinetree website, you suggest that some central banks may have forward-sold their gold against their initial positions, thereby eliminating them altogether. Can you tell us more?
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Wednesday, August 08, 2012
Could Gold Be Tripped Up by Coming Deflation? / Commodities / Gold and Silver 2012
Interview with Jim Puplava, by Jeff Clark, Casey Research
Jim Puplava has robust convictions….
The CEO of Financial Sense News Hour, Jim is a man you should listen to carefully if gold factors in your portfolio or if you are thinking about adding gold anytime soon.
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Wednesday, August 08, 2012
GOLD Close to Confirming Breakout to All-time Highs / Commodities / Gold and Silver 2012
Back in the fall of 2011 I was warning my subscribers and the public via articles to prepare for a large correction in the price of GOLD. The metal had experienced a primary wave 3 rally from $681 per ounce in the fall of 2008 to the upper $1800’s at the time of my warnings in the fall of 2011. A 34 Fibonacci month rally was sure to be followed by an 8-13 month consolidation period, or what I would term a Primary wave 4 correction pattern.
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Wednesday, August 08, 2012
Silver Market Sees ‘Anomalies’ and ‘Devious Efforts’ - CFTC’s Chilton / Commodities / Gold and Silver 2012
Today's AM fix was USD 1,607.00, EUR 1,298.90, and GBP 1,030.33 per ounce.
Yesterday’s AM fix was USD 1,613.00, EUR 1,300.39 and GBP 1,032.39 per ounce.
Silver is trading at $27.88/oz, €22.67/oz and £17.89/oz. Platinum is trading at $1,406.20/oz, palladium at $582.70/oz and rhodium at $1,100/oz.
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Wednesday, August 08, 2012
Gold Market "Lacking Momentum" as Traders "More Interest in Olympics" / Commodities / Gold and Silver 2012
THE U.S. DOLLAR gold price hovered just below $1610 an ounce for most of Wednesday morning's trading in London – in line with last Friday's close – while stocks and commodities ticked lower and US Treasuries gained.
The silver price dipped below $28 an ounce, although like gold, silver remains slightly above where it ended last week.
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Wednesday, August 08, 2012
U.S. Food Prices 2013: Jeremy Grantham Warns of Coming "Dystopia" / Commodities / Agricultural Commodities
Ben Gersten writes: The U.S. Department of Agriculture (USDA) on July 25 issued a report warning every American that U.S. food prices in 2013 will rise 3%-4% -- but that jump is just the start of a frightening long-term trend.
The warm weather in the winter months gave farmers hope for a great crop production this year, but a crippling U.S. drought now covers around 60% of the continental United States. The water shortage has killed crops, pushed corn prices higher, and will eventually make its way to your local store shelves.
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