Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Monday, June 11, 2012
Silver Could Preserve More Value Than Gold / Commodities / Gold and Silver 2012
By: Hubert_Moolman
The fundamentals for silver and gold are very strong, and with all the massive bailouts, which are increasing debt levels, they are just getting stronger. Until a significant portion of these debts is repaid or defaulted on, it would be foolish to talk about a top in precious metals.Read full article... Read full article...
Monday, June 11, 2012
Why Warren Buffett is Loading Up on Tungsten / Commodities / Metals & Mining
By: Money_Morning
Don Miller writes:
Warren Buffett is at it again.
Although he says he doesn't want to own gold, the world's most famous investor has taken a shine to what may be the most precious metal of the 21st century - tungsten.
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Monday, June 11, 2012
Gold Producers for Growth, Juniors for Speculation / Commodities / Gold and Silver 2012
By: Jordan_Roy_Byrne
In the early days of this bull market many prominent analysts and leaders from the bullish camp noted that the juniors would be the way to best leverage the bull market. The thinking was that juniors were a call option on Gold and senior producers because of their lack of exploration in the previous decade would need to acquire the juniors to replaces reserves and grow production. From 2002 to 2007 the juniors performed quite well. Yet, five years and two cyclical bear markets later, the juniors have lost their luster while Gold has nearly tripled in the same period. In this missive we look at some charts to decipher time to buy juniors and when they should be avoided.
Monday, June 11, 2012
Gold Data Hints at Possible Market Upswing / Commodities / Gold and Silver 2012
By: Alasdair_Macleod
With eurozone troubles taking yet another turn for the worse, China’s economy struggling, and US jobs data showing the American economy is again heading in the wrong direction, gold has at last started to make some interesting moves. While it is often a mistake to directly link the price of gold to specific macro-economic events, the coincidence is notable.
Sunday, June 10, 2012
Gold Elliott Wave Analysis / Commodities / Gold and Silver 2012
By: WavePatternTraders
With the decline seen this past week it makes the move from $1526.30 a 3 wave move, so whilst price is under $1641, the option is that prices will see under $1526 and likely to test the lower support band between $1460-80.
Unless this pushes back above $1641, the bears are still in control of all the time frames except the daily picture, so the bears have a clear control point short term which is at $1641.
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Saturday, June 09, 2012
What’s Wrong With Gold? / Commodities / Gold and Silver 2012
By: Sy_Harding
While the stock market has been a loser on a buy and hold basis over the last 12 years (the S&P 500 is still 14% below its peak in 1999), gold surged up 625% over the same period, from $255 an ounce in 1999 to its recent high of $1,850 in March. As with each of its previous record highs there was much excitement and widespread forecasts of $2,500 gold by year end, $5,000 gold in the not too distant future.
But this time instead of still higher highs, gold has dropped $300 an ounce.
Friday, June 08, 2012
Gold Falls Following "Bernanke Curve Ball" as US "Lacks Credible Fiscal Plan" / Commodities / Gold and Silver 2012
By: Ben_Traynor
WHOLESALE MARKET prices for gold bullion hit a low of $1561 an ounce during Friday's Asian session – 4.8% down on this week's high – while stocks and commodities also fell this morning and major government bond prices gained.
On the currency markets, the Euro dropped back below $1.25 as the Dollar rallied, after Federal Reserve chairman Ben Bernanke yesterday "disappointed" traders by not making a firm commitment to a third round of quantitative easing, known as QE3.
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Friday, June 08, 2012
Gold Legend Says 'The End Is Not Near, It Is Here and Now' / Commodities / Gold and Silver 2012
By: GoldCore
Today's AM fix was USD 1,576.00, EUR 1,264.34, and GBP 1,021.72 per ounce.
Yesterday’s AM fix was USD 1,620.75, EUR 1,288.66, and GBP 1,046.25 per ounce.
Silver is trading at $28.40/oz, €22.87/oz and £18.47/oz. Platinum is trading at $1,428.50/oz, palladium at $612.40/oz and rhodium at $1,200/oz.
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Friday, June 08, 2012
QE Will Determine Gold Price Performance During Second Half of 2012 / Commodities / Gold and Silver 2012
By: Bob_Kirtley
Gold prices jumped last week when the unemployment rate was reported unchanged at 8.2%. The consensus for the May payroll figures was 150,000, however, the actual number was 69,000 and it was announced alongside downward revisions for the March and April figures. These poor jobs numbers have been interpreted as increasing the pressure on the Federal Reserve to take action in the form of some kind of financial stimulus, such as the creation of more cash. The continuing debasement of the dollar adds upward pressure on gold and hence the move from $1550.00/oz to today's price of $1621.00/oz. The next meeting of the Federal Reserve is scheduled for the 19th/20th June 2012 and no doubt the investment community will be listening for at least a hint of some form of stimulus from Ben Bernanke.
Friday, June 08, 2012
A Major Uranium Supply Gap Is Looming / Commodities / Uranium
By: The_Energy_Report
With Japan set to restart reactors and Russia's Megatons to Megawatts program near its expiration date, Analyst Edward Sterck thinks uranium stocks could pick up momentum, even if uranium prices show no inclination of heading north. In this exclusive interview with The Energy Report, Sterck warns of a supply-demand gap that could hit the world as early as 2015. In the meantime, consolidation is the name of the game.
The Energy Report: Why is the uranium market still down more than a year after the Fukushima accident?
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Friday, June 08, 2012
Gold Drops as Bernanke Strikes Again! / Commodities / Gold and Silver 2012
By: Ben_Traynor
Another big fall for gold as the Fed chairman appears before Congress...
SIX DAYS after they climbed back above $1600 an ounce, gold prices dropped back below that level on Thursday, as Federal Reserve chairman Ben Bernanke appeared before Congress at the Joint Economic Committee.
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Friday, June 08, 2012
The Best ETFs for Any Move in Crude Oil Prices / Commodities / Crude Oil
By: Money_Morning
Larry D. Spears writes:
Crude oil prices have been hammered of late.
The cost of oil fell 21.8% between May 1 and June 1 - from $106.50 to $83.23 a barrel - the sharpest monthly drop since December 2008.
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Thursday, June 07, 2012
Gold Bears "Wrong" About Dollar as Spain Raises Debt / Commodities / Gold and Silver 2012
By: Adrian_Ash
WHOLESALE MARKET gold prices eased back from an earlier rally Thursday lunchtime in London, trading at $1623 per ounce as the Euro currency slipped from a 1-week high $1.26 after new data showed US jobless claims continuing to fall.
The Bank of England left UK monetary policy unchanged at its scheduled monthly meeting, but the People's Bank of China surprised analysts by cutting interest rates for the first time since early 2009.
Thursday, June 07, 2012
Global Energy Transition Is Moving Fast / Commodities / Energy Resources
By: Andrew_McKillop
Oil analysts already integrate “disruptive technology” in the shape of hybrid and all-electric cars in their forecasts of probable decline in the total oil demand of the world's two-largest car fleets - in the EU27 and USA - and lower demand growth going forward for the world's fastest-growing fleets of China, India and smaller emerging economies.
Disruptive energy economics is also at work changing the energy piechart, especially the future role of oil, gas and the renewables. Under increasingly rational outlooks, oil's share in global energy can fall from its present 36% - 37%, to well below 33% by 2020, this forecast decline being set by the IEA and similar energy agencies as only possible by about 2030 or later.
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Thursday, June 07, 2012
The Fed Reserve Whispers Sweet Nothings to Gold and Silver / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
May was a disastrous month for the market, as the “sell in May and go away” mantra reared its ugly head. For the month, the Dow Jones Industrial Average and S&P 500 both fell more than 6 percent, while the Nasdaq dropped 7.2 percent. In fact, The Dow and Nasdaq suffered their worst monthly decline since May 2010. Precious metals also experienced sharp pullbacks as the U.S. dollar hit its highest level since 2010. The trend for equities carried over into June, but gold and silver have outperformed as more stimulus chatter circulates.
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Thursday, June 07, 2012
China Gives Birth to Rare Earth Giants / Commodities / Metals & Mining
By: Anthony_David
China, the largest producer of rare earths in the world, has been restricting the export of its rare earth minerals through a quota system for some years now. Reduced rare earth exports from China have forced many global companies to setup production facilities in China to ensure access to a steady supply of raw materials.
Thursday, June 07, 2012
The End of Cheap Everything, Viewing Gold as Currency / Commodities / Gold and Silver 2012
By: The_Gold_Report
For his money—and the portfolio he offers investors is also his own—Ron Hera, founder of Hera Research, wants uniquely good companies. In an exclusive interview with The Gold Report, Hera shares why he is bullish on gold, finds silver volatile but worth investment and encourages new investors to dig a little to find hidden possibilities.
The Gold Report: What's the macroeconomic picture for gold and silver throughout the rest of this year?
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Thursday, June 07, 2012
Gold Standard, Gold Futures, and Perception Management / Commodities / Gold and Silver 2012
By: James_West
The apparent end to momentum in the 12-year bull market in the gold price is a carefully coordinated exercise in perception management. J.P. Morgan and a handful of the world’s largest banks have been permitted the right to originate contracts for forward sales and purchases of various commodity products far in excess of what is produced of each commodity annually.
Thursday, June 07, 2012
Is the Table Set for a Mania in Gold and Silver? / Commodities / Gold and Silver 2012
By: Jeff_Clark
It may feel like I'm out of touch with the precious metals markets to broach the subject of a mania today, but I think the table is being set now for a huge move into gold and silver.
There are, however, very valid reasons to reasonably expect a mania in our sector. For one thing, manias have occurred many times before, but the main issue is that a mania in gold and gold stocks is the likely result of the absolute balloon in government debt, deficit spending, and money printing. Saying all that profligacy will go away without inflationary consequences seems naive or foolish. Inflation may not attract investors to gold and silver as much as force them to it.
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Thursday, June 07, 2012
Gold and Silver Correction Runs its Course, When Time's Up Prices Reverse / Commodities / Gold and Silver 2012
By: Peter_Degraaf
This weekly chart courtesy Stockcharts.com features the gold price rising within the blue channel and the Accumulation/Distribution line at the top. The green boxes show the historical connection between the gold price and the A/D line. Whenever the A/D line rises (as now), price usually follows. The fact that the A/D line has been moving up since the beginning of 2012 puts pressure on the gold price to 'get in step'.