
Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Monday, April 16, 2012
Gold, Silver and Copper Stocks Investing Strategie / Commodities / Gold & Silver Stocks
By: The_Gold_Report
 Precious and base metal companies  both have to obey the basic laws of physics and economics to be profitable. In  this exclusive interview with The Gold Report, geologist turned analyst Vishal Gupta of Fraser Mackenzie shares names of  small-cap companies that could successfully take advantage of unique mineralogy  to produce profitable mines.
Precious and base metal companies  both have to obey the basic laws of physics and economics to be profitable. In  this exclusive interview with The Gold Report, geologist turned analyst Vishal Gupta of Fraser Mackenzie shares names of  small-cap companies that could successfully take advantage of unique mineralogy  to produce profitable mines. 
The Gold Report: You are an analyst and a geologist. Can you explain the fundamentals behind investing in base metals compared to precious metals?
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Monday, April 16, 2012
IMF Credits Gold as a Safe-Haven Asset / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
The International Monetary Fund recently said that it expects commodity prices to fall this year as the global economy remains weak. In the organization’s World Economic Outlook, it said, “Sizable downside risks to global growth also pose risks of further downward adjustment in commodity prices.” The ongoing European debt crisis is slowing creeping back into focus as Spain faces rising interest rates. While safe-havens in the current financial system are limited, the IMF recognizes gold as an option for investors seeking portfolio protection.
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Monday, April 16, 2012
Does Gold Ever Pay? / Commodities / Gold and Silver 2012
By: Adrian_Ash
 Is it fair to characterize gold bullion as an  investment...?
Is it fair to characterize gold bullion as an  investment...?
WHY BOTHER investing? Five years into the financial crisis – and more than a decade after the US market hit its big top in real terms – you might well ask. Especially now that cash, bonds, Treasuries and stocks pay between zero and sweet nothing in yield, just like gold bullion.
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Monday, April 16, 2012
"Euro Crisis Back" as Spanish Yields Spark "Renewed Market Panic" / Commodities / Gold and Silver 2012
By: Ben_Traynor
 WHOLESALE gold bullion prices traded just below $1650  an ounce for most of Monday morning's London session – well within the past  month's range – as European stock markets edged higher while commodities fell.
WHOLESALE gold bullion prices traded just below $1650  an ounce for most of Monday morning's London session – well within the past  month's range – as European stock markets edged higher while commodities fell.
The Euro meantime sank to a two-month low against the Dollar, as investors turned their attention to rising Spanish government borrowing costs.
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Monday, April 16, 2012
Gold Consolidating Over Euro 1,200 As Spanish 10 Year Bond Yield Hits 6.15% / Commodities / Gold and Silver 2012
By: GoldCore
 Gold’s London AM fix this morning was USD 1,648.25, EUR 1,266.03, and GBP 1,040.69 per ounce. Friday's AM fix was USD 1,670.50, EUR 1,269.86 and GBP 1,048.91 per ounce.
Gold’s London AM fix this morning was USD 1,648.25, EUR 1,266.03, and GBP 1,040.69 per ounce. Friday's AM fix was USD 1,670.50, EUR 1,269.86 and GBP 1,048.91 per ounce.
Silver is trading at $31.48/oz, €24.16/oz and £19.87/oz. Platinum is trading at $1,571.50/oz, palladium at $638/oz and rhodium at $1,350/oz.
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Monday, April 16, 2012
The Case For Cheap Gold! / Commodities / Gold and Silver 2012
By: UnpuncturedCycle
 I want to  spend a lot of time talking about gold and looking at it from a different  perspective. For years many analysts and gold bugs have made the claim that  gold is cheap relative to just about anything else, but they never tell you why.  In today’s report I want to deal with the “why” because I think it’s important  to understand that if you purchase gold at $1,400, $1,500, $1,600 or even  $1,700, it is totally irrelevant. As a first step toward understanding why it’s  undervalued, you need to look at the creation of fiat currency in the United  States from 1980 to date:
I want to  spend a lot of time talking about gold and looking at it from a different  perspective. For years many analysts and gold bugs have made the claim that  gold is cheap relative to just about anything else, but they never tell you why.  In today’s report I want to deal with the “why” because I think it’s important  to understand that if you purchase gold at $1,400, $1,500, $1,600 or even  $1,700, it is totally irrelevant. As a first step toward understanding why it’s  undervalued, you need to look at the creation of fiat currency in the United  States from 1980 to date:
Sunday, April 15, 2012
The Magical Decline Of Crude Oil Demand / Commodities / Crude Oil
By: Andrew_McKillop
 People who like conspiracy theory are well  served by the Oil Establishment's ceaseless quest to present world oil supply  as sufficient if not 'abundant', denying the evidence of Peak Oil, and  accessorily keeping a lid on oil prices. BP, like most of the downsized family  of private, nonOPEC, non Emerging country national oil companies, and the  energy agencies of the major oil consuming countries spins magical theories  purporting to show that oil demand is "withering away". The clan of  oil majors once called the Seven Sisters,  but today better called the 5 Anxious Dwarfs in oil production terms  because all of them are making the Gas Shift away from oil, claims that  global oil demand "will shrink to nothing". To be sure, the 5 Dwarfs now  control only 12% of world oil production capacity, even if their profits remain  impressive, so they like to pretend they dont need Black Stuff anymore.
People who like conspiracy theory are well  served by the Oil Establishment's ceaseless quest to present world oil supply  as sufficient if not 'abundant', denying the evidence of Peak Oil, and  accessorily keeping a lid on oil prices. BP, like most of the downsized family  of private, nonOPEC, non Emerging country national oil companies, and the  energy agencies of the major oil consuming countries spins magical theories  purporting to show that oil demand is "withering away". The clan of  oil majors once called the Seven Sisters,  but today better called the 5 Anxious Dwarfs in oil production terms  because all of them are making the Gas Shift away from oil, claims that  global oil demand "will shrink to nothing". To be sure, the 5 Dwarfs now  control only 12% of world oil production capacity, even if their profits remain  impressive, so they like to pretend they dont need Black Stuff anymore.Read full article... Read full article...
Sunday, April 15, 2012
Gold and Silver Heading for New Highs This Year / Commodities / Gold and Silver 2012
By: Tony_Caldaro
 OEW has had the Gold market in a long term uptrend since 2001. And, we ‘re not expecting the bull market top until the year 2014. This coincides with the 13 year commodity bull market Secular cycle. We have been posting on this blog, from time to time, on both Gold and Silver. You can find these reports be using the “categories” search function and choosing ”selected charts”.
OEW has had the Gold market in a long term uptrend since 2001. And, we ‘re not expecting the bull market top until the year 2014. This coincides with the 13 year commodity bull market Secular cycle. We have been posting on this blog, from time to time, on both Gold and Silver. You can find these reports be using the “categories” search function and choosing ”selected charts”.
Sunday, April 15, 2012
The Criminal Manipulation of Food and Commodity Prices / Commodities / Market Manipulation
By: Jesse
Michael Greenberger of the University of Maryland has been an outstanding   spokesperson for financial reform.  I have carried his interviews   before.
    
    He served on   the CFTC with Brooksley Born in the late 1990's. This is how I first became   aware of his opinions about regulatory matters.
Sunday, April 15, 2012
Gold and HUI Divergences? or Telling the Real Story / Commodities / Gold and Silver 2012
By: WavePatternTraders
 Whilst the US markets continue to whipsaw around, I have been turning my   attentions to finding other ideas for solid setups, trades that we can limit   small risk and find potentially profitable trades.
Whilst the US markets continue to whipsaw around, I have been turning my   attentions to finding other ideas for solid setups, trades that we can limit   small risk and find potentially profitable trades.
As the US markets continue to play havoc with traders, we have been turning more and more to cleaner much more safer markets, such as the FX markets as well as the precious metals.
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Sunday, April 15, 2012
Gold for Preserving Wealth Not Creating Wealth According to Warren Buffett / Commodities / Gold and Silver 2012
By: Brian_Bloom
 The  link below will take the reader to a summary of a report by Warren Buffet to  shareholders of Berkshire Hathaway. In it, he implicitly makes the point that investors  may be regarding gold with too much emotional attachment. http://www.businessinsider.com...
The  link below will take the reader to a summary of a report by Warren Buffet to  shareholders of Berkshire Hathaway. In it, he implicitly makes the point that investors  may be regarding gold with too much emotional attachment. http://www.businessinsider.com...
I think that the most significant point Mr Buffett makes is that “wealth creation” is a function of building businesses that satisfy market needs/demands. Businesses are living, breathing multi-cellular organisms that create value regardless of what the stock market is doing.
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Sunday, April 15, 2012
Silver Price Entrenched in Consolidation Pattern Below Key MA and Falling Trendline / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
After late February’s dramatic false upside breakout in silver that peaked at the $37.48 level on February 29th stunned many technical traders who were expecting a follow-on rally, its subsequent price action fell into what many analysts considered could be a potentially toppish head and shoulders pattern, which had been forming since the early part of this year.
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Saturday, April 14, 2012
Frustrated Safe Haven Swiss Franc Investors May Soon Turn to Gold and Silver / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
The resurgence of concerns over the long term solvency of debt laden Eurozone countries like Greece, Spain, Portugal, Italy and Ireland has led to refreshed selling of the Euro against the other major currencies since early April.
Although the market in EUR/USD now seems to have stabilized just over the psychological 1.3000 level, deep questions remain among international investors as to whether the European Central Bank or ECB will be able to manage the ongoing European debt crisis over the coming few years without the trade bloc disintegrating or the common currency being further devalued by the forex market.
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Saturday, April 14, 2012
Silver Mining Stocks Building for Price Breakout / Commodities / Gold & Silver Stocks
By: The_Gold_Report
 The  health of the U.S. economy may not be quite as robust as some government  statistics indicate and more stimulus could be on the way, despite what the Fed  may be saying. Regardless of which way the economy goes, Chris Marchese,  contributor to The Morgan Report, tells us in this exclusive interview  with The Gold  Report that precious metals will go higher as investors seek  protection from the effects of monetary policies that don't work. In the  process, he expects that greatly undervalued mining shares of silver producers  will again shine in the eyes of investors and highlights several of his  favorites at current bargain prices.
The  health of the U.S. economy may not be quite as robust as some government  statistics indicate and more stimulus could be on the way, despite what the Fed  may be saying. Regardless of which way the economy goes, Chris Marchese,  contributor to The Morgan Report, tells us in this exclusive interview  with The Gold  Report that precious metals will go higher as investors seek  protection from the effects of monetary policies that don't work. In the  process, he expects that greatly undervalued mining shares of silver producers  will again shine in the eyes of investors and highlights several of his  favorites at current bargain prices. 
Saturday, April 14, 2012
Gold and Silver Wait Patiently for More Easing / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
After having a strong performance the prior day, the markets experienced a broad pullback as growth data from China disappointed investors. Gold prices fell more than 1.5 percent, while silver dropped 3.3 percent.
On Friday, the National Bureau of Statistics in Beijing announced that China’s economy grew at 8.1 percent in the first quarter of 2012, its slowest pace in about three years. Economists were expecting growth of about 8.3 percent and the whisper number was around 9 percent. In comparison, China grew at 8.9 percent in the previous quarter, and 11.9 percent in the first quarter of 2010. Song Yu, China economist at Goldman Sachs explained, “Growth in the first two months was weak. We had some loosening of monetary and fiscal policy in March, but it wasn’t enough to save the quarterly number,” according to the WSJ.
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Saturday, April 14, 2012
U.S. Gas Price Redux / Commodities / Gas - Petrol
By: Andy_Sutton
 It is truly amazing how much can change in  four years. Or, more accurately, how little things change in terms of human  behavior. Four years ago the US was mired in the last spike in gasoline prices  heading into the summer. Virtually every media outlet was conducting daily  interviews, polls, and newsbytes about how Mr. and Mrs. Average were dealing  with the high gas prices. Today, we have a new norm, and the wires are rather  silent on the high gas prices other than quietly reporting the national  averages. We as a country have come to be comfortable with $3.50 gas. Gas is  one of those strange commodities too because, unlike so many other things,  almost everyone has a pretty good idea of the price they paid for their last  tankful.
It is truly amazing how much can change in  four years. Or, more accurately, how little things change in terms of human  behavior. Four years ago the US was mired in the last spike in gasoline prices  heading into the summer. Virtually every media outlet was conducting daily  interviews, polls, and newsbytes about how Mr. and Mrs. Average were dealing  with the high gas prices. Today, we have a new norm, and the wires are rather  silent on the high gas prices other than quietly reporting the national  averages. We as a country have come to be comfortable with $3.50 gas. Gas is  one of those strange commodities too because, unlike so many other things,  almost everyone has a pretty good idea of the price they paid for their last  tankful. 
Saturday, April 14, 2012
The Inter-market Correlations May Prove Insightful for Gold and Silver Investors / Commodities / Gold and Silver 2012
By: Przemyslaw_Radomski
 Tuesday  marked the worst day of the year for U.S. markets. Stocks fell amid anxiety  ahead of earnings season and rising bond yields for Spain and Italy, along with  sharp losses for those markets.
Tuesday  marked the worst day of the year for U.S. markets. Stocks fell amid anxiety  ahead of earnings season and rising bond yields for Spain and Italy, along with  sharp losses for those markets.
The Dow Jones Industrial Average closed down 213.66 points, or 1.7%, resulting in a five-session losing streak. That’s the longest such run of losses since August. It was also the biggest one-day point and percentage drop for the index since Nov. 23. But Wednesday, U.S. stocks rose sharply after an extended losing run as Spanish and Italian bond yields fell.
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Saturday, April 14, 2012
Gold Bullish and Bearish Developments / Commodities / Gold and Silver 2012
By: Ben_Traynor
 Highlights  from this week's GFMS Gold Survey 2012 launch…
Highlights  from this week's GFMS Gold Survey 2012 launch…
EARLIER Thomson Reuters GFMS, the world's foremost research firm focusing on precious metals, launched its Gold Survey 2012.
For those weighing up the pros and cons of making a gold investment this year there were both bullish and bearish signals.
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Saturday, April 14, 2012
Investor Gold and Silver Opportunity in Veiled Price Suppression Realities / Commodities / Gold and Silver 2012
By: DeepCaster_LLC
 “This  Decade will be the Decade of Silver.” Eric  Sprott
“This  Decade will be the Decade of Silver.” Eric  Sprott
This decade increasingly offers the opportunity to Profit and Protect Wealth provided one is aware of Key Realities that are Veiled from common view.
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Saturday, April 14, 2012
Gold Bullish Technicals, Major Rally Brewing / Commodities / Gold and Silver 2012
By: Zeal_LLC
 Gold has  been weathering some considerable selling pressure lately, which has naturally  turned sentiment quite pessimistic.   Bearish commentary abounds, with all kinds of predictions for further  declines.  But as is usually the case  after any material selloff spooks traders, gold’s technicals are actually very  bullish today.  Gold’s next move will  likely prove to be a major rally.
Gold has  been weathering some considerable selling pressure lately, which has naturally  turned sentiment quite pessimistic.   Bearish commentary abounds, with all kinds of predictions for further  declines.  But as is usually the case  after any material selloff spooks traders, gold’s technicals are actually very  bullish today.  Gold’s next move will  likely prove to be a major rally.
Gold’s latest selloff started on February 29th when the Fed Chairman’s testimony before Congress convinced traders that a third round of quantitative easing is becoming less likely. Gold plummeted 5.1% on this latest in a long line of irrational QE3 scares, its biggest down day since the stock panic. Over the 6 weeks since, gold has retreated as much as 9.3% at worst (including that initial plunge).
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