Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Monday, January 30, 2012

The Endless Agony of Gold Procrastinators / Commodities / Gold and Silver 2012

By: Gary_North

It happened again on Wednesday, January 25. Gold shot up by $50.

Across the nation, a band of perpetual procrastinators thought to themselves: "I knew! I knew! Why didn't I buy?"

This is the never-ending cry of the perpetual gold procrastinator, year after year. "I knew! I knew!"

Monday, January 30, 2012

Gold Stocks To Rally Like During The Great Depression And Early 70s / Commodities / Gold & Silver Stocks

By: Hubert_Moolman

Below, is an extract of my Gold Mining Fractal Analysis Report.

"He answered and said unto them, When it is evening, ye say, It will be fair weather: for the sky is red. And in the morning, It will be foul weather to day: for the sky is red and lowering." ~ Jesus Christ

Monday, January 30, 2012

Gold ETFs and Stocks Major Uptrend Just Starting / Commodities / Gold and Silver 2012

By: Clive_Maund

This Gold Market update is going to be short and to the point for 2 reasons. One is that I am too busy writing up stocks for subscribers to devote much time to the world at large - they are being written up as fast as possible, for reasons that will become obvious as you read on. The other reason is that for the 1st time in many months, the situation is nice and clear, and doesn't require a time wasting diatribe.

Monday, January 30, 2012

Silver Reversal Complete, Now In Early Stages of Powerful Uptrend / Commodities / Gold and Silver 2012

By: Clive_Maund

An important reversal has now completed in silver and it is in the early stages of what promises to be a powerful uptrend that should take it comfortably to new highs.

Monday, January 30, 2012

Stock Market Last Gasp, Gold Vs Paper / Commodities / Gold and Silver 2012

By: Adam_Brochert

I am speaking of the intermediate term move in paper assets versus hard assets, affectionately referred to as "Gold versus paper" around here. Paperbugs had their moment in the sun these past few months and I hope they enjoyed it. The reversal in fortunes has begun.

Monday, January 30, 2012

The Five Stages of Collapse and the Coming Paradigm Shift in Silver / Commodities / Gold and Silver 2012

By: Steve_St_Angelo

The biggest problem for investors today in trying to forecast the future price of silver is the enormous amount of contradictory analysis on the Internet.  There are bulls, bears, paper traders, physical buyers, technical analysts, hedge funds, commercial banks and silver manufacturers all trying to play a part in this highly volatile silver market.  Trying to sift through the huge volumes of silver analysis on the internet can be extremely frustrating.  In addition, some of this information is not meant to inform, but rather to confuse or mislead the investor.

Sunday, January 29, 2012

Comex Silver Futures to Bullion Leverage Reaches 6.8 to 1 / Commodities / Gold and Silver 2012

By: Jesse

There are 49,436 contracts currently open for the next delivery month which is March 2012. Each contract represents 5,000 ounces. That is 247.18 million ounces of silver being traded for March delivery against a registered 36.56 million ounces. This is a subset of all the contracts going out over the year.

The is leverage of about 6.8 to 1. It 'works' because most contracts are speculative and settled for cash. Comex is not where one goes for the delivery of a large amount of silver.

Sunday, January 29, 2012

Silver Epic Reversal / Commodities / Gold and Silver 2012

By: Willem_Weytjens

On January 11th, we expected the US Dollar to top as Sentiment was uber-bullish, which would lead to a nice rally for Gold, Silver, and (Mining) stocks. That day, the USD index closed at 81.35, Silver at $29.89, and Gold at $1,641. (Click HERE for the article)

Today, the USD stands at 78.90, Silver at $33.89 and Gold at $1,733.50, so we got what we expected.

Sunday, January 29, 2012

Nuclear Energy is Fossil Fuels Electricity Generation Replacement, No Contest / Commodities / Nuclear Power

By: Richard_Mills

The electricity needed for any country to successfully replace fossil fuels, both for transportation and everyday use, will have to come from nuclear generation.

As the world's population and standard of living continues to climb, demand for more - and cleaner energy - grows alongside the pressures we continue to put on our environment.

Saturday, January 28, 2012

It's Time to Get into Gold Junior Miners / Commodities / Gold and Silver 2012

By: The_Gold_Report

Philip Ker, a mining analyst for Canada-based Union Securities Ltd., says while current market conditions are affecting the junior mining space, they are also helping investors to identify low-risk opportunities and projects that may provide future value growth. In this exclusive interview for The Gold Report, Ker discusses how the industry will need to continue to see positive news, especially from senior and midtier producers, which should trickle down to the juniors.

Saturday, January 28, 2012

Central Bank Gold Joining the Dots / Commodities / Gold and Silver 2012

By: Adrian_Ash

Yes, central banks are holding more gold. But they're holding very much more wood-pulp on top...

THE GOLD PRICE on Wednesday broke up through the downtrend starting at last summer's record high. Or so a technical analyst studying the price chart would tell you.

Friday, January 27, 2012

Stock Market and the Dollar Sustain the Bullish Environment for Gold and Silver / Commodities / Gold and Silver 2012

By: Przemyslaw_Radomski

This week marked the Year of the Dragon in the Chinese calendar, and according to Chinese mythology, Dragon years bring powerful changes and optimism representing imperial power, prosperity and good luck. This year is supposed to be even more auspicious since it's a Water Dragon year, something that occurs once every 60 years. We admit that we don't yet use the Chinese Horoscope as a technical indicator, and who knows, perhaps we should. One thing is certain—the Year of the Dragon began with an auspicious move for precious metals. 

Friday, January 27, 2012

With Friends Like These Does Gold Need an Official QE3? / Commodities / Gold and Silver 2012

By: Eric_McWhinnie

Although the trading week started quietly for precious metals, gold and silver surged after the Federal Reserve’s latest Federal Open Market Committee meeting. On Wednesday, the Fed announced it will not increase its benchmark interest rate until at least late 2014, citing that record-low interest rates are still needed to help boost the sluggish economy. Furthermore, Fed Chairman Ben Bernanke explained that quantitative easing is “an option that certainly is on the table.”

Friday, January 27, 2012

Gold GLD ETF Investors Mass Exodus / Commodities / Gold and Silver 2012

By: Zeal_LLC

Gold is enjoying an awesome January, rallying strongly out of its oversold late-December lows.  But last month’s hyper-pessimistic sentiment deserves some reflection before it totally fades from memory.  One of the core theses of the bears resolutely predicting sub-$1400 gold prices soon was the notion that there would be widespread liquidations in the flagship GLD gold ETF, a mass exodus of capital.

Friday, January 27, 2012

Gold Has Foundation to Build Next Move Higher Following FOMC Catalyst / Commodities / Gold and Silver 2012

By: Ben_Traynor

WHOLESALE MARKET gold prices were headed for their biggest one-week rise since the start of December Friday lunchtime in London, climbing back through $1720 an ounce – a weekly gain of over 3%.

Silver prices meantime hovered around $33.60 per ounce – 4.2% up on last week's close – while other stocks and commodities were broadly flat and US Treasury bond prices slipped.

Friday, January 27, 2012

Gold and Silver Surprise Rally / Commodities / Gold and Silver 2012

By: Jeb_Handwerger

Gold and Silver Surprise Rally

At the end of 2011, Merkel and Sarkozy got together for an unusual emergency meeting. They pledged to come up with economic salvation. Immediately the equity markets mounted a year end "Halleluyah" rally. Bernanke followed Europe's footsteps in 2012 and expanded the horizon of record low interest rates from Mid-2013 until Late 2014.

Thursday, January 26, 2012

Gold Touches 7 Week High on Fed Euphoria / Commodities / Gold and Silver 2012

By: Adrian_Ash

INVESTMENT DEMAND to buy gold continued to push wholesale prices higher Thursday morning in London, after the US Federal Reserve vowed to keep Dollar interest rates at zero until at least 2014 – one year later than previously promised.

The global market's AM Gold Fix here in London was set at $1713 per ounce, more than 3.8% higher from Wednesday afternoon and the highest level since Dec. 8th.

Thursday, January 26, 2012

Gold Breaks Above $1700 on Continuing Negative Real Interest Rates / Commodities / Gold and Silver 2012

By: GoldCore

Gold’s London AM fix this morning was USD 1,713.00, GBP 1,091.10, and EUR 1,300.59 per ounce.

Yesterday's AM fix was USD 1,659.00, GBP 1,064.08, and EUR 1,277.04 per ounce.

Thursday, January 26, 2012

I Stand By Silver $140 In 2012 / Commodities / Gold and Silver 2012

By: Hubert_Moolman

There is a well-established relationship between how silver and gold trade. They often trade similar in the same time period, but also at similar milestones, although those milestones are sometimes reached at different times. This can cause silver or gold to be the leading indicator, depending on the particular milestone.

I have previously used this relationship to predict how silver will trade. Below, is an extract of that update:

Thursday, January 26, 2012

Why Energy Investors Will Get Crushed If They Fail to Look Towards Dubai / Commodities / Crude Oil

By: Money_Morning

Keith Fitz-Gerald writes: The way I see it, U.S. and European energy traders will be lucky if the door doesn't hit them in the backsides as everybody heads for the doors.

Like so many Western investors, they still have their blinders on.

They think that if demand in the U.S. and the European Union (EU) begins to slide that oil prices will fall into the toilet right along with it.