Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Monday, January 09, 2012
Year of Dragon on Shanghai Gold Exchange Sees 2nd, 3rd Highest Volume on Record / Commodities / Global Debt Crisis 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,618.00, GBP 1,047.38, and EUR 1,266.54 per ounce.
Yesterday's AM fix was USD 1,621.00, GBP 1,045.67, and EUR 1,045.67 per ounce.
Read full article... Read full article...
Sunday, January 08, 2012
Silver Head and Shoulders Top Suggesting Price Crash / Commodities / Gold and Silver 2012
By: Clive_Maund
A large and very bearish looking Head-and-Shoulders top appears to be completing in silver which portends a severe decline and thus a deflationary downwave. However, a factor complicating the picture in recent weeks has been the COT structure for silver and sentiment indicators, both of which look very bullish. For reasons that are set out in the parallel Gold Market update, the COT is believed to be highly deceptive at this time, and with regards to sentiment indicators, there is the scope for readings to get even worse (even more bullish) in the event of a breakdown and severe decline.
Sunday, January 08, 2012
Gold Strongly Bearish Price Patterns and COT Confusion Cleared / Commodities / Gold and Silver 2012
By: Clive_Maund
We have in recent weeks been rather confused by the contradiction between the strongly bearish price patterns that are developing in gold and silver, which are indicative of a major top that portends a brutal deflationary downwave, and the seemingly bullish COTs and sentiment for the sector. Now we believe that we have come to a realization with regards to what is going on with the COTs, which will be set out lower down the page - first we will look at the price pattern development.
Sunday, January 08, 2012
Warning Fake High Quality Gold, Silver Coins and Ignots / Commodities / Gold and Silver 2012
By: Submissions
Paul Behan writes: There are currently many fake gold and silver ingots and coins being made and sold out of China. Many of these items are made to a high quality and are hard to tell from the original for those not familiar with the original items.
Sunday, January 08, 2012
Crude Oil Prices Moving To Red Alert / Commodities / Crude Oil
By: Andrew_McKillop
Peak oil is moving back fast as permitted dinner time talk - and office time action with futures and
options. And the reasons are multiple, well known, but heavily discounted until now. Through late
2011, many times, the IEA's chief economist Fatih Birol has outlined how radically the IEA sees the oil
price outlook, particularly the coming and fast intensifying trend of reserve depletion hitting onshore,
mature, conventional oil production. Lost in the climate crisis talk however, the oil price message was
often sidelined. Read full article... Read full article...
Sunday, January 08, 2012
Gold and Dogma / Commodities / Gold and Silver 2012
By: Brian_Bloom
Some analysts believe that gold has bottomed . I think they may be missing something important. The global financial game may have changed because Europe is being seen as more of a basket case than the US
Yes, gold was oversold and needed to bounce up. The problem flows from the first two charts below (courtesy stockcharts.com):
Read full article... Read full article...
Sunday, January 08, 2012
Was 2011 a Springboard for Gold 2012? / Commodities / Gold and Silver 2012
By: Jeff_Clark
By Jeff Clark, Casey Research writes: 2011 was remarkable in many ways for the precious metals markets. Gold soared to new highs in early September, hitting at an intraday record of $1,920/ounce on the fifth. Silver screamed to within a hair of $50 on April 28. Corrections ensued, and the metals ended the year on a disappointing note for silver and an underwhelming note for gold. Equities for the sector were down, to way down for junior ventures, logging their worst annual return since 2008.
Saturday, January 07, 2012
Gold, Silver, Wall Street's Best Bet for Crisis-Beating Returns / Commodities / Gold and Silver 2012
By: Adrian_Ash
So how did the top US mutual funds stack up vs. the gold price since 2007...?
PAST PERFORMANCE is no guide to the future. But if you don't study history, just what will you track instead?
Read full article... Read full article...
Saturday, January 07, 2012
Why Rising Debt Will Lead to $10,000 Gold / Commodities / Gold and Silver 2012
By: Nick_Barisheff
Good afternoon, it's a pleasure to speak about gold at this Outlook for 2012.
Today, I'd like to focus on one important idea: the direct relationship between the rising price of gold and the rising levels of government debt that result in currency debasement. Since we measure investment performance in currencies a clear understanding of the outlook for currencies is critical.
Read full article... Read full article...
Saturday, January 07, 2012
Cheap Gold Stocks / Commodities / Gold & Silver Stocks
By: Zeal_LLC
Gold had a tough December, falling 10.5% to grind along near its worst levels since July. This sparked hyper-bearish sentiment and end-of-gold’s-secular-bull talk. Naturally gold stocks fared even worse in this rampant gold pessimism, with the flagship HUI gold-stock index plunging 14.7%. But this selling was radically overdone, as compared to gold’s absolute levels gold stocks remain incredibly cheap.
Friday, January 06, 2012
Silver Confirms the Bullish Outlook for Precious Metals / Commodities / Gold and Silver 2012
By: Przemyslaw_Radomski
The new year started off with a bang with precious metals out-shining the competition. Is this a harbinger of things to come? We think so and we are not alone. Forecasts for gold for 2012 include a price per ounce of $2,200 by Morgan Stanley, $2,050 by UBS, and $2,000 by Barclays.
Friday, January 06, 2012
Gold Confiscation a Reality? / Commodities / Gold and Silver 2012
By: Julian_DW_Phillips
Many of the leading fund managers in the U.S. and elsewhere are expecting that governments will confiscate their citizen's gold. This will not be for the same reasons used in 1933. It will be to facilitate loans, swaps lower interest rates, and shore up international confidence in the turbulent, stressed paper-currency world in which we live. Each nation issues paper as money, dependent on the trust that nation can engender at home and abroad. But is this going to be sufficient, moving into an ever more turbulent 2012?
Friday, January 06, 2012
Gold Up 5% on Week in Euros as Recession Data Hits Europe / Commodities / Gold and Silver 2012
By: Ben_Traynor
THE DOLLAR cost of buying gold hovered around $1620 an ounce Friday morning London time – becoming a bit more volatile following the release of US employment data but failing to establish a definite direction – while stocks and commodities edged higher.
Silver prices meantime eased around lunchtime, hitting $29.15 per ounce.
Read full article... Read full article...
Friday, January 06, 2012
Gold Buy Signal Whenever Trading Below 200 Day Moving Average / Commodities / Gold and Silver 2012
By: Peter_Degraaf
During the 12 year history of this bull market in gold, only about 5% of the time did we see gold trading below its 200DMA, and each time it turned out to be a prime buying opportunity. (Charts courtesy Stockcharts.com unless indicated).
Friday, January 06, 2012
Gold Bottom Targets Trend to $4000 / Commodities / Gold and Silver 2012
By: UnpuncturedCycle
There has been so much talk about gold and so little understanding of the reality behind the move in the price of the yellow metal over the last 90 plus days that I think it’s necessary to separate the wheat from the chaff. I want to discuss what gold has done, where it’s at now, and then end with where it’s going from here and postulate why it’s going to do what it will do.
Friday, January 06, 2012
Using Options To Hedge Against a Gold GLD ETF Collapse / Commodities / Gold and Silver 2012
By: Bob_Kirtley
At SK Options Trading, we primarily use the SPDR gold trust (Symbol: GLD) for exposure to the gold price. GLD is an exchange traded fund, designed to track the price of one tenth of an ounce of gold. GLD currently holds around 1280 tonnes of physical bullion, the sixth largest holding in the world, preceded only by the U.S. Germany, the IMF, Italy and France. The major benefit of using an ETF such as GLD is that one can gain exposure to the gold price as easily as buying a stock and one can effectively trade gold options as easily as trading stock options.
Friday, January 06, 2012
Why Has Gold Been Down? / Commodities / Gold and Silver 2012
By: Jeff_Clark
Jeff Clark, Casey Research writes: In spite of some short-term fixes, there remains no real resolution to the sovereign debt issues in many European countries. We're certainly not spending less money in the US, and now we're bailing out Europe via currency swaps with the European Central Bank. Shouldn't gold be rising?
Friday, January 06, 2012
Gold Stocks Complete First Major Bottom Since 2008 / Commodities / Gold & Silver Stocks
By: Jordan_Roy_Byrne
All bull markets have to endure a plethora of corrections and all bull markets have to endure a handful of major corrections. The gold stocks are no different. In fact, due to nature of the mining business and the high-beta status of these stocks, it is very easy for investors to forget that they (the gold stocks) are in a real structural bull market. Corrections and crashes are commonplace and yes, even in a bull market. Yet in 2011 the gold equities did not crash. They merely digested and consolidated the massive recovery gains from 2009 and 2010. This persistent consolidation has left many scared, frustrated and distrustful of the sector at precisely the wrong time. Gold stocks have quietly completed a major bottom, their first since 2008.
Friday, January 06, 2012
Food, The Near-Perfect Product / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
What if we found a product to which consumers have an uncontrollable physical craving?
What if consumers bought more of this addictive product as their incomes rose?
What if as their incomes rose they demanded higher quality, more expensive to produce versions of this product?
Read full article... Read full article...
Friday, January 06, 2012
Was 2011 The End of The Gold Rush, Is This the Top? / Commodities / Gold and Silver 2012
By: Peter_Schiff
For such a wonderful year for precious metals investors, the final calendar quarter left little to celebrate. Just as people now take for granted that their phones will also take pictures, play music, and surf the internet, many investors have come to expect gold and silver to move up in a straight line.