Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, May 25, 2012
Uranium Is a Deep-Value Sector / Commodities / Uranium
By: The_Energy_Report
Having just founded her own research company, Mine2Capital, Alka Singh has her sights set on the uranium sector, where she sees deep values in a beaten-down industry. With two major catalysts likely to boost spot prices, M&A activity afoot, new mines coming into production and new companies coming to market, well-positioned investors stand to benefit from what just may be a coming boom. In this exclusive interview with The Energy Report, Singh shares what she sees on the horizon.
Thursday, May 24, 2012
Gold and Silver Rally with Stocks as Euro Hits 23-Month Low, on "Grexit" Planning / Commodities / Gold and Silver 2012
By: Adrian_Ash
The WHOLESALE PRICE of gold investment bars rose 2.0% from yesterday's low to reach $1569 per ounce in London Thursday morning, recovering from $1535 for the fourth time since gold hit all-time peaks above $1900 in late-summer 2011.
European stock markets also rose from new 2012 lows, while commodities halted their plunge and the silver price rallied 3.4% to trade back above $28 per ounce.
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Thursday, May 24, 2012
Buying Silver is Easy With This Options Trading Strategy / Commodities / Gold and Silver 2012
By: Money_Morning
Larry D. Spears writes:
As last week's Money Morning special report pointed out, the long-term fundamentals for silver prices are decidedly bullish.
However, in today's volatile market, picking the right time to buy silver is something of a guessing game.
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Thursday, May 24, 2012
Good News for Gold Prices: Commodities are Wounded, But Far From Dead / Commodities / Gold and Silver 2012
By: Money_Morning
Peter Krauth writes:
Greece is frozen in a political stalemate. Youth unemployment is running at over 50%. And there has been a $1 billion run on Greek banks.
From near and afar, there appears to be no easy way out, especially now that the Eurozone is heading back into a recession.
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Thursday, May 24, 2012
Central Banks Still Significant Buyers On Gold Price Dip / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,558.50, EUR 1,239.27, and GBP 993.62 per ounce. Yesterday's AM fix this morning was USD 1,555.00, EUR 1,229.44, and GBP 989.56 per ounce.
Silver is trading at $28.12/oz, €22.46/oz and £18.01/oz. Platinum is trading at $1,430.25/oz, palladium at $591.80/oz and rhodium at $1,275/oz.
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Wednesday, May 23, 2012
Toxic Euro Corroding Gold / Commodities / Gold and Silver 2012
By: Adrian_Ash
The Euro has become a very odd, very toxic asset...
What's up with the gold price? Not a lot. Gold is down, in fact. So is everything else outside the US Dollar and "safe" sovereign debt.
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Wednesday, May 23, 2012
Is the World Ready for Gold Turkey? / Commodities / Gold and Silver 2012
By: Jan_Skoyles
Since the beginning of the year we have seen increasing levels of interest in Turkey’s gold market. Earlier on in the year rumours abounded of Turkey swapping gold for oil with Iran, whilst this month the World Gold Council’s most recent report placed a particular focus on Turkey’s gold demand.
Wednesday, May 23, 2012
Gold "Testing $1550" as Stocks Plunge, German Bund Yields Vanish, Investors Flee Risk for Cash / Commodities / Gold and Silver 2012
By: Adrian_Ash
The WHOLESALE gold price bounced from a 4-session low at $1552 per ounce Wednesday morning in London, rallying with the Euro currency as world stock markets slumped.
The Athens stock market hit a fresh 22-year low, and Wall Street futures pointed 0.7% down, while US Treasuries rose sharply together with Japanese, German and UK bonds.
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Wednesday, May 23, 2012
Gold Bubble? Demand Data Continues To Show No Bubble / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,555.00, EUR 1,229.44, and GBP 989.56 per ounce. Yesterday's AM fix this morning was USD 1,575.75, EUR 1,233.95, and GBP 998.76 per ounce.
Gold fell $26.20 or 1.64% in New York yesterday and closed at $1,566.80/oz. Gold fell in Asia and those falls continued in Europe where gold has been trading in a $16 range.
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Wednesday, May 23, 2012
Comparing Gold's Current Price Crash to the One in 2008 / Commodities / Gold and Silver 2012
By: Simit_Patel
The chart below tells the story. I think gold is simply repeating what happened in 2008.
Wednesday, May 23, 2012
Hedge Funds Re-evaluate Gold’s Potential / Commodities / Gold and Silver 2012
By: Clif_Droke
Gold’s biggest problem since February has been one of relative weakness. This weakness in turn has kept the market-moving hedge fund players away from gold. But as we’ll see in the latest commentary, that may be about to change.In late February when the gold price rallied sharply to its highest level of the year at $1,793 it looked, on the surface, like gold was finally about to break out of its holding pattern since last September when the metal took a sharp dive. The February rally proved to be a “head fake” however. The yellow metal took another plunge within days of making its late February high at $1,793 and fell to a low of $1,538 on May 16.
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Wednesday, May 23, 2012
Gold and Silver Long-Term Trading Signal / Commodities / Gold and Silver 2012
By: J_W_Jones
Long time readers know that I have been and remain bullish on gold and gold stocks in the longer-term. However, the reasons why I believe gold and silver will perform well in the longer-term are a bit different than what many economists and pundits are expecting.
I am a contrarian by nature. I generally try to do the opposite of the crowd in every situation I find myself regardless of whether I am in a movie theater or trading options. Before getting into the gold and gold miners analysis, I thought I would explain my position publicly to readers. I do not consider myself an expert economist, but I try to read those who many consider to be experts looking for similarities in their viewpoints and expectations.
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Tuesday, May 22, 2012
What Is Volume Telling Us about Gold Stocks? / Commodities / Gold & Silver Stocks
By: Jeff_Clark
Jeff Clark, Casey Research writes:
I've read articles from more than one analyst claiming that gold stocks are down on low volume, implying there's a lack of interest in precious metals. While on the surface that seems like an obvious statement, their point is that most of the recent volume has been coming from sellers and thus exaggerating the recent decline.
Tuesday, May 22, 2012
Has Gold Finally Bottomed ? / Commodities / Gold and Silver 2012
By: Clive_Maund
"Has gold finally bottomed?" That is the big question we are going to attempt to answer in this update. Last week it bounced sharply after it arrived at the strong support at its September and December lows. This was a development that was easy to predict and it was predicted on the site hours before the bounce started.
Tuesday, May 22, 2012
Silver Presenting Excellent Risk Reward Opportunity / Commodities / Gold and Silver 2012
By: Clive_Maund
The patterns forming in gold and silver are remarkably similar, and much of what has been written in the parallel Gold Market update applies equally to silver, so it will not be repeated here. The big question is "has silver finally bottomed?" - that is the question that we are going to attempt to answer in this update.
Tuesday, May 22, 2012
Gold Physical Demand Rises as Consumer Adjust / Commodities / Gold and Silver 2012
By: Adrian_Ash
WHOLESALE PRICES to buy gold fell further from $1600 an ounce in London on Tuesday morning, finding a floor at $1575 as European stock markets rose for the second day running after falling for two weeks in succession.
Commodity prices were mixed, but silver bullion also reversed an earlier fall, bouncing off $28.05 per ounce.
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Tuesday, May 22, 2012
Mining Stocks: How Long Will the Downturn Last? / Commodities / Metals & Mining
By: Money_Morning
Martin Hutchinson writes:
Over the last twelve months mining stocks have substantially underperformed the market.
In fact, the Standard and Poor's Metals and Mining select industry index (INDEXSP: SPSIMM) is off 35% in the past year, while the overall market is up 2.5%.
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Tuesday, May 22, 2012
Swiss Parliament Examines ‘Gold Franc’ Currency Today / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,575.75, EUR 1,233.95, and GBP 998.76 per ounce. Yesterday's AM fix this morning was USD 1,590.25, EUR 1,245.20, and GBP 1,005.34 per ounce.
Silver is trading at $28.18/oz, €22.18/oz and £17.94/oz. Platinum is trading at $1,462.00/oz, palladium at $607.10/oz and rhodium at $1,275/oz.
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Tuesday, May 22, 2012
The People Have Spoken, Gold and Silver Markets Will Soar / Commodities / Gold & Silver Stocks
By: The_Gold_Report
The elections in Greece and France have shown that in democratic societies the people are the ultimate deciders of how well the best-laid economic plans will work out in the long run. In this exclusive interview with The Gold Report, Leonard Melman, veteran precious metals analyst and publisher of The Melman Report, talks about the implications of the recent European elections on the prospects for the gold and silver markets. He also discusses some of his favorite stock picks for taking advantage of the huge rebound he sees in the metals markets later this year.
Tuesday, May 22, 2012
Real Gold Price Holds the Cards for Gold Bullion and Gold Stocks / Commodities / Gold and Silver 2012
By: Jordan_Roy_Byrne
We often write about the real price of gold (RPG) as it is a leading macro indicator and leading indicator for gold stock fundamentals. The RPG is simply a measurement of Gold in terms of various markets such as commodities, stocks or currencies. If the RPG is broadly outperforming then it could be signaling credit stress and even an economic contraction. If equities and commodities are outperforming Gold then it signals an improving economic environment and an improving credit environment. We also note that a strengthening RPG in itself is a catalyst for improving margins for gold miners. Furthermore, since a rising RPG is a contractionary signal, it can also be a catalyst for Fed action. The RPG appears to have bottomed and looks likely to trend higher in the coming months.