Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Wednesday, August 03, 2011

Gold Sets Dollar Sterling and Euro Record Hish on Eurozone Credit Crunch / Commodities / Gold and Silver 2011

By: Ben_Traynor

THE DOLLAR gold price set a new intraday record of $1672 per ounce Wednesday morning – a 2.7% rise from last Friday's close.

The gold price at the London Fix meantime hit four figures in all three currencies for which it's set – the Dollar, Euro and Pound – for the first time in history on Monday afternoon.

Wednesday, August 03, 2011

Gold Accelerates as U.S. Equities Enter Cyclical Stocks Bear Market / Commodities / Gold and Silver 2011

By: Jordan_Roy_Byrne

In recent weeks I’ve read a few missives from mainstream advisors and pundits on the merits of stocks. These people despise Gold and are quick to point out that since March 2009, stocks have outperformed Gold. This means very little as it is an arbitrary date. Gold will continue to outperform stocks and then stocks will outperform into the next decade. Trends and markets are cyclical and not permanent.

Wednesday, August 03, 2011

U.S. Yield Curve Flattening To Prompt Fed Monetary Easing and Gold $1800 / Commodities / Gold and Silver 2011

By: Bob_Kirtley

Gold prices made yet more all time highs in the last trading session, propelled by what we think was a short squeeze. Many traders were probably betting that gold prices would decline once the US debt ceiling was resolved; however this was not the case. In this article we will outline one longer term factor that we think will drive gold prices past $1800 in the next six months; the flattening of the US Yield curve. We believe the flattening of this curve is a symptom of economic weakness and coupled with rising unemployment will be the catalyst for the Fed to embark on another round of monetary easing which will send gold prices past $1800. In fact, $1800 is a conservative target.

Wednesday, August 03, 2011

Gold and Silver as Continuing Confidence Insurance / Commodities / Gold and Silver 2011

By: George_Maniere

           Gold and Silver are confidence insurance and for the last 10 years I have no qualms in saying that people have had a natural instinct for gold and silver. Of course that applies more when they are owned outright or physically or without leverage. Gold and silver have historically proven themselves to be the ultimate insurance against government caused collapses of confidence. In today’s world that is proving to be all too true.

Wednesday, August 03, 2011

Market Manipulation is Easy when Money is Free / Commodities / Market Manipulation

By: Dr_Jeff_Lewis

A concept investors had much time to ponder is the long run value of investment capital.  To calculate seemingly abstract concepts, investors have very simple answers.  The rule of 72 gives us a guideline for the doubling of money, and net present value calculators are now found on every computer with a spreadsheet program.

Calculating the rate at which money can earn a return is simple.   Finding ways to generate that return is anything but.  Further, in this period of record low interest rates, the methodology of money making has never been so twisted.

Wednesday, August 03, 2011

National Interest Rare Earth Element Projects Being Fast Tracked / Commodities / Metals & Mining

By: Critical_Metals_Repo

"What do you get when you put a professor, a fisherman and a creative Wall Street journalist together? Answer: science fiction, fishy stories and IPOs trying to sell the latest version of snake oil to unsuspecting investors."

Many years ago, farmers in Pennsylvania noticed a murky liquid seeping up through the soil. It didn't take long for entrepreneurs to find a use for this oily stuff. It was advertised as a cure for baldness, impotence and sundry medical conditions. Little did the super-salesman of that time realize that they had come across a vital component of the industrial revolution. They called it Snake Oil.

Wednesday, August 03, 2011

2011 Gold Season is Just Around the Corner / Commodities / Gold and Silver 2011

By: Frank_Holmes

The ongoing debate in Washington prompted increased Fear Trade activity in gold this week. The issue over raising the federal borrowing limit caused the yellow metal to remain around its all-time high of $1,600 per ounce this week.

Gold has now increased for 124 months straight, says Deutsche Bank. The rally is in its 11th year, lasting nearly three times as long as other historical rallies going back to 1971. If the metal rose to $2,100 an ounce, it would represent the most powerful percentage increase in history, according to Deutsche Bank.

Wednesday, August 03, 2011

Catalysts, Not Uranium Prices, Grow Stocks / Commodities / Metals & Mining

By: The_Energy_Report

Because of ongoing nuclear power development in China, Africa and the Middle East, uranium prices could bounce back to pre-Fukushima levels of $70/lb. in 2012, says Geordie Mark, a research analyst at Haywood Securities. Instead of waiting for prices to rebound, some mining companies are moving ahead with regulatory and construction projects to drive value. In this exclusive interview with The Energy Report, Mark points to the ones that could be poised to pay off for investors when the market turns.

Wednesday, August 03, 2011

Decline Ended in Crude Oil? / Commodities / Crude Oil

By: Mike_Paulenoff

Nearby NYMEX crude oil futures have the right look and the requisite underlying internals to suggest that yesterday's low at 93.42 and this morning's low at 93.81 ended the decline from the July 26 high at 100.62.

If that proves to be the case, then as long as 93.75/42 remains intact as key support, oil -- and the U.S. Oil Fund ETF (USO) --- likely is starting a recovery rally. That rally should revisit key resistance at 98.00-98.60 in oil futures, which, if hurdled, will trigger upside continuation to 100.00 for a test of the July highs.

Wednesday, August 03, 2011

Is This the World's First Silver Backed Bond? / Commodities / Gold and Silver 2011

By: Eric_McWhinnie

First, let me start by saying that I am not affiliated with Royal Silver Company, nor do I endorse their products. However, the company has a rather unique opportunity that investors may want to research.

Royal Silver Company is a Panama corporation with a wholly-owned subsidiary in Bolivia. The company uses an advanced hydro-metallurgical method for producing silver from mined ores. Furthermore, the company uses zero emission technology in order to produce certified .99999 silver. The company currently employs about 75 people.

Wednesday, August 03, 2011

Is the Debt Ceiling Raise Bullish for Gold? / Commodities / Gold and Silver 2011

By: Eric_McWhinnie

It was quite the day for markets as a debt ceiling deal played with emotions. The Dow (NYSE:DIA), which initially jumped over 100 points at the open, finished the day down 10 points. The U.S. Dollar (NYSE:UUP) received a boost as markets are somehow feeling reassured about the government’s ability to borrow more money. Gold (NYSE:GLD) and silver (NYSE:SLV) also closed the day lower.

Wednesday, August 03, 2011

Are Junior Resource Stocks Really Undervalued? / Commodities / Gold & Silver Stocks

By: Q1_Publishing

Are junior resource stocks undervalued?

A quick look at the chart below of the TSX Venture Index would indicate they are:

Tuesday, August 02, 2011

Gold New Record High on U.S. Debt Downgrade Risk / Commodities / Gold and Silver 2011

By: Ben_Traynor

U.S. DOLLAR prices to buy gold set a new intraday record Tuesday lunchtime in London, breaking through last Friday's previous high of $1632 per ounce – while stocks and commodities fell and US Treasury bonds rose after the US debt ceiling deal passed its first key vote last night.  

Over in Europe, meantime, borrowing costs soared for Italy and Spain as yields rose on each country's 10-Year government bonds.

Tuesday, August 02, 2011

Sharp Increase in Central Bank Gold Reserves, South Korea Up 17-Fold, Thailand 15.5% in 2 Months / Commodities / Gold and Silver 2011

By: GoldCore

Gold is higher in all currencies today except for the Swiss franc and is trading at USD 1,629.20 , EUR 1,147.30 , GBP 1,000.20 and CHF 1,270.10 per ounce. Gold’s London AM fix was USD 1624.00, EUR 1145.28, GBP 997.30 (10:41 GMT).

Gold reached new record nominal highs in euros and Canadian dollars yesterday at EUR 1,149.60/oz and CAD 1,566.48/oz yesterday and remains close to these record highs today, and close to record highs in most fiat currencies.

Tuesday, August 02, 2011

Gold and Silver are the Safe Plays / Commodities / Gold and Silver 2011

By: George_Maniere

Wow, it seems like yesterday QE 2 ended. It was actually a month ago.  Already there is talk in currency markets about another round or quantitative easing, QE3.

Tuesday, August 02, 2011

Gold $1,600 Gold Equals Big Money for Mid-Cap Stocks / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Brent Cook, editor of the Exploration Insights newsletter, likes to spend his days winnowing out junior companies on the verge of making discoveries. But when he noticed a disconnect between the skyrocketing gold price and the low valuations of some larger mining companies, he jumped on it. In this exclusive interview with The Gold Report, Cook details which types of miners will be the beneficiaries of this continuing trend.

Tuesday, August 02, 2011

Gold Going Over $1600, Top 20 Quotes / Commodities / Gold and Silver 2011

By: Michael_J_Kosares

The world's investment community, including besieged private investors, is reeling at the twin terrors of sovereign financial breakdowns on both sides of the Atlantic. Gold has responded by rising nearly $150 in less than a month under heavy global demand. No sooner does the dust settle in Europe than something is kicked up in the United States, or vice versa, complicating the decision-making process and narrowing the options. We thought it would be interesting to catalogue in one place the best quotes on gold going over $1600 -- the thought-provoking, the witty, the profound (not necessarily in order of preference).

Monday, August 01, 2011

The Gold and Silver Warrants Index (GSWI) in Review / Commodities / Options & Warrants

By: Lorimer_Wilson

Virtually nothing is being written these days on the few long-term warrants associated with gold and silver mining companies. I suppose that is to be expected given that there are only 22 such warrants and they are associated with only 19 companies in total. That is unfortunate because those who are in the know can take advantage of the significant leverage warrants generate in a bull market over investing in physical gold and silver, precious metals company stocks and mutual/exchange traded funds. What am I talking about - and which warrants am I referring to? Let me explain.

Monday, August 01, 2011

Gold Rallies After Washington Kicks Biggest Can Ever Down the Road / Commodities / Gold and Silver 2011

By: Ben_Traynor

U.S. DOLLAR gold bullion prices rallied to almost $1620 an ounce Monday morning London time – 0.7% off Friday's all time high – having dropped sharply as Asia opened, while stocks and commodities rose after US President Obama announced a last-minute debt ceiling agreement.

Silver bullion prices traded around $39.50 per ounce – around 1% down from Friday's close.

Monday, August 01, 2011

How a Debt-ceili​ng deal could spark a short-term drop in Gold prices / Commodities / Gold and Silver 2011

By: Money_Morning

Peter Krauth writes: I'm an avowed gold bull, and I truly believe that gold investors will end up benefiting from the biggest bull market of our time.

But we have to be honest: Investor psychology plays a crucial role in shorter-term investment results. And recent trading patterns clearly demonstrate that most of the recent increase in the price of gold is due to the debt-ceiling debate in Washington, as well as the European sovereign-debt crisis that continues to lurk in the background.