Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, November 15, 2011
Gold as a Positive Economic Indicator / Commodities / Gold and Silver 2011
By: The_Gold_Report
A $3,000/ounce gold spike could boost equity valuation. In this exclusive interview with The Gold Report, John Kaiser, editor of Kaiser Research Online, shares the catalysts that could propel gold and silver stock prices higher in 2012.
The Gold Report: Gold prices reached historic highs during the last quarter. However, in a recent Kaiser Bottom-Fish newsletter, you showed the Toronto Stock Exchange Venture (TSX.V) listings since February have had dramatically more down than up days. Is this a correction or a long-term trend?
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Tuesday, November 15, 2011
Gold Producers Lead while Developers and Explorers Lag / Commodities / Gold & Silver Stocks
By: Jordan_Roy_Byrne
Back in August we wrote a piece titled: The Catalyst for Consolidation in the Gold Sector. We noticed that the large cap producers had begun to outperform the rest of the sector which consists of small producers, developers and explorers. Risk aversion, the Euro debt crisis and a struggling stock market has contributed to the continued underperformance of the riskier plays in a risky sector. The chart below shows GDX (large producers), GDXJ (developers, explorers) and the ratio between the two.
Tuesday, November 15, 2011
IEA Report Advises Governments to Embrace Renewables and Nuclear Power / Commodities / Energy Resources
By: OilPrice_Com
The good news is that on 8 November the International Energy Agency released its 2011 "World Energy Outlook."
While it will cheer nuclear advocates, overall the report makes for grim reading.
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Tuesday, November 15, 2011
Why Gold Should Set New Highs by Year End / Commodities / Gold and Silver 2011
By: Jeff_Clark
Jeff Clark, BIG GOLD writes: Most gold followers know the metal has a seasonal tendency to perform better in the fall and winter than in the spring and summer. Indeed, since 2001, the annual high for the gold price has occurred after Labor Day every year except two (2006 and 2008). Further, that peak was hit in November or December in seven of the last ten years.
Tuesday, November 15, 2011
Here’s Why Goldman Sachs is Staying Long Gold / Commodities / Gold and Silver 2011
By: Eric_McWhinnie
On Monday, banking giant Goldman Sachs announced it is staying long gold. Due to low real interest rates, slower US economic growth, and rising debt, the bank has also raised its gold forecast for 2012.
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Tuesday, November 15, 2011
Many Factors Fueling a Return to $100 Crude Oil / Commodities / Crude Oil
By: Frank_Holmes
Oil prices rose about 5 percent last week to finish only a dollar short of regaining triple-digit status. Since dipping below $80 per barrel on October 3, West Texas Intermediate (WTI) prices have increased almost 28 percent. This increase is nearly twice that of the S&P 500 Index, up 15 percent since October 3, but reinforces a recent trend for oil prices--as equities go, so goes oil.
Monday, November 14, 2011
U.S. Dollar Rally sees Gold Fall Whilst Chinese Gold Demand hits "New Levels" / Commodities / Gold and Silver 2011
By: Ben_Traynor
U.S. DOLLAR gold bullion prices dropped to $1775 an ounce Monday morning London time – a 0.7% drop from Friday's close.
"We see very light volume today," says one Hong Kong gold bullion dealer.
"Gold could test $1800 soon, while the $1750 level provides good support."
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Monday, November 14, 2011
Gold Call Options at $2,000/oz – Goldman and Credit Suisse Bullish Due to US Interest Rates / Commodities / Gold and Silver 2011
By: GoldCore
Gold is trading at USD 1,778, EUR 1,300.20, GBP 1,114.90, CHF 1,606.10, JPY 136,750 and CNY per ounce.
Gold’s London AM fix this morning was USD 1,780.50, GBP 1,115.29, and EUR 1,299.06 per ounce.
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Monday, November 14, 2011
Crop-Killing Drought to Push Food Price Inflation Even Higher / Commodities / Agricultural Commodities
By: Money_Morning
David Zeiler writes:
A drought affecting one-third of the lower 48 states has hurt several key food crops, driving up prices this year and assuring widespread food inflation well into 2012.
According to the National Climatic Data Center, the drought has caused more than $10 billion in losses to agriculture and cattle, a number it expects to keep rising as the drought continues.
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Monday, November 14, 2011
Platinum, The Cheapest Precious Metal… / Commodities / Platinum
By: Willem_Weytjens
Historically, precious metals (such as Gold & Silver for example) had an important role as currency, but are now regarded mainly as investment and industrial commodities. Gold, silver, platinum, and palladium each have an ISO 4217 currency code.
With the ongoing crises in the Western World, precious metals are regaining their role as "currency", as they cannot be printed out of thin air unlike fiat money.
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Monday, November 14, 2011
Gold Producers Are at a Critical Juncture / Commodities / Gold & Silver Stocks
By: Bob_Kirtley
Once again the gold mining stocks are pressing for recognition and acceptance by encroaching on a previous all time high with the view to bursting through it in an attempt to convince the investment community that mining is the place to be. This is a critical juncture for these stocks as they have performed poorly in recent years despite gold making new records highs. The early years of this bull market are now behind us and those early leveraged gains on the back of gold's progress have now dissipated.
Monday, November 14, 2011
How to Trade Oil ETFs when $100p/b is Reached / Commodities / Crude Oil
By: Chris_Vermeulen
Crude oil was THE commodity to trade back in 2007-2008 when prices rocketed above $145 per barrel then dropped like a rock all the way back down to $35 per barrel leaving many investors and traders either greatly rewarded or dead broke.
Since then the focus of the world has moved to gold and silver as currencies spiral out of control with more and more reasons why individuals and entire countries should focus on owning physical metals rather than eroding currencies.
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Sunday, November 13, 2011
Will Gold Offer Protection from a Thanksgiving Feast? / Commodities / Gold and Silver 2011
By: Eric_McWhinnie
Earlier this month, the Federal Open Market Committee released its latest statement regarding the economy. Although there were some differences in the November statement, the Fed’s view on inflation is consistently different from reality. As consumers already know, inflation is on the rise. Protecting themselves by allocating a portion of their portfolio in gold may be the best decision one can make for the next several years.
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Saturday, November 12, 2011
Gold and Silver Miners Lead Market Rebound / Commodities / Gold and Silver 2011
By: Jeb_Handwerger
Bullets are flying in what has become the new warfare. In the old days wars were fought with Pearl Harbor surprises and outright takeovers of territorial assets. Previously the capital markets have been content to don jackboots and military strikes to control economic developments. With the advent of the nuclear deterrent now being possessed by an increasing number of nations, contemporary wars are morphing away from bullets and bombs.
Saturday, November 12, 2011
Gold Has Resumed Its Glitter! / Commodities / Gold and Silver 2011
By: Sy_Harding
Gold has been almost as volatile as the stock market since August. After becoming overheated in July and early August, it plunged $340 an ounce to its low of $1,592 in late September. In one brief period in September it collapsed $214 an ounce in just four days.Read full article... Read full article...
Saturday, November 12, 2011
Gold Investor Opportunities Time / Commodities / Gold and Silver 2011
By: DeepCaster_LLC
“The EFSF is not an adequate safety net to prevent Italian Contagion. Italy may be past the point of no return.”
Barclays, 11/8/11
Chinese Gold Mine Output has finally flattened, with growth estimates for 2012 at only 2.7%.
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Saturday, November 12, 2011
Gold Bull Market Seasonal Trend Analysis / Commodities / Gold and Silver 2011
By: Zeal_LLC
Gold has just entered its strongest time of the year, embarking on a major seasonal rally. Naturally this is very bullish for not only this metal, but the companies that wrest it from the bowels of the Earth. Gold’s well-established seasonality is important for speculators and investors to understand, as it offers many great insights to help fine-tune the timing of precious-metals-related trades.
Friday, November 11, 2011
Why Proposals That Italy Should Sell Its Gold Are Ridiculous / Commodities / Gold and Silver 2011
By: Bob_Kirtley
Many have suggested that Italy should sell its substantial gold reserves in order to pay down some of its debt and avoid a sovereign debt crisis. We view such proposals as ridiculous, due to the magnitude of Italy’s debt relative to the value of its gold holdings. However, one such proponent of such a transaction is Gunther Krichbaum, a lawmaker in German Chancellor Angela Merkel’s governing coalition and he is also the Chairman of the Committee of the Affairs of the European Union. The German Bundestag has proposed that Italy sell its sizeable gold reserves in order to lower its debt, implying that Italy’s gold reserves are relatively high and could be used to pay off their sizeable debt. The same suggestion has been put to Germany in the past and it was met with an emphatic rebuttal.Read full article... Read full article...
Friday, November 11, 2011
Global Monetary and Economic Crisis Creates Potash Investing Value Opportunities / Commodities / Resources Investing
By: The_Energy_Report
Fertilizer companies have felt the pain of global monetary chaos, but as indicators lag, some potash equities are positioned ahead of the curve for big gains. Dundee Capital Markets Vice President and Senior Financial Analyst Richard Kelertas believes investors need to be sharpening their pencils and establishing positions. In this exclusive interview with The Energy Report, Kelertas shares his best names.
Thursday, November 10, 2011
Gold Picture Bullish as Rumors Spread of ECB Nuclear Option / Commodities / Gold and Silver 2011
By: Ben_Traynor
U.S. DOLLAR gold prices rallied to $1772 an ounce Thursday morning London time – 1.7% below the week's high – while European stock markets also regained some ground as rumors spread that the European Central Bank might intervene in the debt crisis.
Silver prices climbed to just below $34 per ounce around lunchtime – 3.8% below this week's high – while commodities were mixed and major government bond prices fell.
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