Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Monday, October 21, 2013

The Big Winners in Kenya’s Oil Debut / Commodities / Oil Companies

By: OilPrice_Com

Kenya will start pumping its first commercial oil next year and begin exporting in 2016, but this is just the opening salvo: new discoveries in recent months and fast-track new well development make Kenya the darling of East Africa from an investor’s perspective.

Kenya is set to soar past Uganda, which discovered oil much earlier, but is now having a hard time getting it out of the ground and into the market. And the next five months should bring not only news of the first commercial output for Kenya, but new commercial prospects coming online.

Monday, October 21, 2013

Gold Flat, Silver Jumps as Fed and Physical Demand Back in Focus / Commodities / Gold and Silver 2013

By: Adrian_Ash

The PRICE of gold was unmoved Monday morning in London, trading barely 25c higher at $1317.50 per ounce as European stock markets also halted their rise, holding global equities near 5-year highs.

Gold traded in Shanghai today pulled back to $7 per ounce above London benchmarks, with Australian bank ANZ saying trading looked "subdued" as a result.

Monday, October 21, 2013

The Fundamentals of the Silver Market / Commodities / Gold and Silver 2013

By: Submissions

Brett Chattz writes: All that Glitters is not Gold, it may be Silver!

The global financial crisis that began around 2008 sent investors into a tailspin. As the value of stocks plummeted, so the urgency to seek investment safe havens grew. The ongoing volatility in global financial markets is a natural catalyst for alternative investments such as precious metals. Among the most well-known precious metals is gold. However, silver is not to be underestimated in any way. As traders seek to limit their losses and grow their net worth, alternative investments in precious metals become more attractive. Not only do these types of investments add variety and depth to a portfolio, they also act as safe havens against rising economic uncertainty. The silver market is one of the most heavily traded markets in the world, and the relative stability of this market is well noted.

Monday, October 21, 2013

U.S. Dollar Diamond Top Pattern Implications for Gold and Silver and Mining Stocks / Commodities / Metals & Mining

By: Rambus_Chartology

In this Weekend Report I would like to show you some charts as to why I have made an abrupt short term move out of our short positions in the precious metals complex. I know some of you think I have lost my mind but I can assure you that isn't the case. Regardless if I'm bullish or bearish I'm always looking at both sides of the market looking for clues for either direction. This week we got a major clue when the US dollar finally finished its third backtest to the bottom rail of the 11 point diamond top. It's possible that gold and US dollar can trade in the same direction for awhile but I don't think that will be the case longer term. So lets look at some charts for the US dollar first as that's where the biggest clues lie.

Sunday, October 20, 2013

Gold and Silver Back Story vs Charts; Charts Are Superior / Commodities / Gold and Silver 2013

By: Michael_Noonan

Almost everybody wants a back story, some information to explain what is going on with gold and silver, mostly looking for some kind of psychological calm as prices decline, or a ray of hope to reinforce why price may reach the sun and the moon. Is there anything that has not been presented, repackaged and represented that has not already been more than fully covered to justify much higher price levels? Have any of them achieved what was promised?

Saturday, October 19, 2013

The London - China Gold Conduit — A Major Financial Coup D’etat / Commodities / Gold and Silver 2013

By: Michael_J_Kosares

The United Kingdom’s gold exports to Switzerland jumped from 85 tonnes to 1,016 tonnes in the first eight months of 2013 — a twelve times increase. Some bullion market watchers attribute the huge increase to withdrawals or sales from ETFs — an explanation that covers only half the story…….if that.

Saturday, October 19, 2013

Vulgar Competition and Italian Gold / Commodities / Gold and Silver 2013

By: Adrian_Ash

Alessandra Pilloni writes: Vulgar competition needs to come to Italy's delicate jewelry business...

"Italy accused of protectionism!" is hardly news.

Wanting free competition in the airline market, IAG - the group formed from the UK's privatized British Airways and Spain's privatized Iberia in 2012 - has urged the European Commission to investigate and block the possible rescue of Italy's bankrupt Alitalia by the state-owned Italian Post Office. This tells a story all too familiar in Italy - the lack of a reality check, or any market discipline, for companies who are struggling to remain competitive in today's global economy.

Saturday, October 19, 2013

Gold Mining Stocks Profits Fallacy / Commodities / Gold and Silver Stocks 2013

By: Zeal_LLC

Gold miners’ stocks have been brutalized this year, leaving them bleeding in the gutter as the most hated sector in all the markets.  Plunging prices always lead to fear and excessive bearishness, unsustainable anomalous extremes that investors desperately try to rationalize as righteous.  Today the bears’ primary rationalization against gold miners is the notion they can’t earn any profits, which is a complete fallacy.

Stock prices have always been the result of an endless tug-of-war between fundamentals and sentiment.  Fundamentals measure how much any stock is worth based on its underlying company’s earning power.  Naturally this only changes slowly, so stock prices would be very stable and gradual if fundamentals were their sole driver.  Imagine a price chart with a largely-straight line, trending modestly higher or lower.

Saturday, October 19, 2013

Gold, Silver and U.S. Debt / Commodities / Gold and Silver 2013

By: Peter_Degraaf

Don’t Miss Out on These Important Charts.

“The National Budget must be balanced. The Public Debt must be reduced; the arrogance of the authorities must be moderated and controlled. Payments to foreign governments must be reduced, if the Nation does not want to go bankrupt. People must again learn to work, instead of living on public assistance.” …..Marcus Tullius Cicero ( 55 BC).

Friday, October 18, 2013

The Key Factor To Drive Gold and Silver Prices to Extreme Values / Commodities / Gold and Silver 2013

By: Steve_St_Angelo

The precious metal investors are actually sitting on gold mine, and they don't even know the real reason why this is true.  Many analysts are focusing on the huge amount of debt and fiat money in the system to be invested in gold and silver, but the fundamental root cause continues to go unnoticed.

While the massive amount of debt, derivatives and fiat money are indeed excellent reasons to own the precious metals, they are the mere symptoms and not the disease itself.  The advanced societies of the world were built on an economic system that can only survive if it continues to grow.  Without growth, the $100's of trillions in derivatives and debts would implode -- along with it the Suburban Retail-Commercial-Housing economy.

Friday, October 18, 2013

Is Rising Stock Market Bullish or Bearish for Gold? / Commodities / Gold and Silver 2013

By: P_Radomski_CFA

On Thursday, the S&P 500 closed at a new high and its intraday record of 1733.45 broke the all-time high set Sept. 19. Over 80 percent of stocks traded on the New York Stock Exchange rose. According to FactSet, companies in the S&P 500 index are on track for third-quarter earnings growth of 1.1% from last year. Excluding J.P. Morgan Chase's loss, they would be on pace for 3.6% growth. Please note that at the beginning of earnings season, analysts expected earnings growth of 3%.

Friday, October 18, 2013

Gold Is A Reserve Of Safety Says ECB President / Commodities / Gold and Silver 2013

By: GoldCore

Today’s AM fix was USD 1,317.00, EUR 962.09 and GBP 813.16 per ounce. Yesterday’s AM fix was USD 1,308.50, EUR 959.87 and GBP 813.09 per ounce.

Gold climbed $40.20 or 3.14% yesterday, closing at $1,319.70/oz. Silver rose $0.53 or 2.49% closing at $21.80. Platinum jumped $44.84 or 3.2% to $1,432.74/oz, while palladium soared $23.50 or 3.3% to $737.50 /oz.

Friday, October 18, 2013

Silver Prices and the Flow of Physical / Commodities / Gold and Silver 2013

By: Dr_Jeff_Lewis

The ultimate lynch pin for the silver market is the flow of physical metal to support ongoing price suppression. The flow of physical metal is mostly an illusion nearly equal to (and in some ways parallel with) the perceived strength of the paper currencies used to measure its value. Actual or threat of default in physical silver delivery to the COMEX could very likely lead to default across the asset spectrum.

Friday, October 18, 2013

Gold and Silver Today’s Similarities with 1976 / Commodities / Gold and Silver 2013

By: Jordan_Roy_Byrne

Mark Twain said history doesn’t repeat itself but it rhymes. We often see that in the capital markets. The big decline in Gold this year is reminiscent of that of 1975-1976. Yet, aside from that there are several other similarities between today and 1976. Gold, gold stocks, the stock market and commodities appear to be in a similar position today compared to 1976. We note and discuss the four similarities.

Friday, October 18, 2013

The Jim Rogers View On Gold / Commodities / Gold and Silver 2013

By: Clif_Droke

If October has held any surprises for anyone so far, it has to be the bears. While volatility has been in evidence, the crash that some analysts were predicting has so far failed to materialize.

One reason for this was the increase in short interest leading up to the start of the month. According to short interest data provided by Consensus Inc., bullish sentiment has been declining for the last few months and recently hit a low for the year to date. Investors and advisors alike, it seems, have been growing more bearish and had a less-than-favorable outlook for the market heading into the debt ceiling limit debate.

Thursday, October 17, 2013

Gold Resurrection From Financial Disaster, Gold Trade Settlement $7000 / Commodities / Gold and Silver 2013

By: Jim_Willie_CB

Take a whirlwind tour with graphics and photos. Absorb the images. They are profound, broad, and ugly. The central bank concept is the Matrix in embodiment, but the Eastern nations led by BRICS and G-20 have a key to unlock the USDollar prison. A quick look at the Australian banking system reveals four global banks who own outsized portions, their reach extending to the largest gold producer in Oz as well. Incest is best. The fast decline in Money Velocity is the most convincing proof of the failure of monetary policy. It does not provide stimulus, but rather capital destruction. The foreign dumping of USTreasury Bonds actually accelerated this past summer, amidst the Taper Talk trial balloon offered by the hapless desperate Bernanke Fed. His legacy will be one of disproving his own PhD Thesis, since liquidity in torrents does not repair insolvency, and no traction comes to soaked ground. A grand game of shuffling gold bars has begun, actually accelerated in a final phase.

Thursday, October 17, 2013

Gold Price Forecast to Hit $2,500 Before End of 2014 / Commodities / Gold and Silver 2014

By: Money_Morning

Peter Krauth writes: Gold is currently extremely out of favor. But anyone who cautions you to let go of your gold is missing an unfathomably huge capital undercurrent - one that's forming right now.

What we're seeing - and what I will show you today - is the unstoppable chain-reaction of conditions that's about to unfold in the gold market.

Thursday, October 17, 2013

Palladium, the Other Precious Metal Can Double Your Money Now / Commodities / Palladium

By: Money_Morning

Peter Krauth writes: At times like this, gold and silver typically grab all the attention... and attract all the "safe" money. But there's another metal that could blast past both of these, virtually overnight.

That's because it has unique physical properties for which there is just no substitute - something its biggest consumers lose quite a bit of sleep over.

Thursday, October 17, 2013

Central Banks Gold Holdings - The Bullion Market's Big Issues / Commodities / Gold and Silver 2013

By: Adrian_Ash

Remember when gold reserves were all the rage for central banks...?

Putting gold into your investment portfolio typically signals a lack of faith in other people. Or at the very least, a healthy question mark.

Yet even as governments everywhere give investors new reasons to find doubts, the trend is no longer for those enormous investors, the world's central banks, to keep buying. Not according to analysis of the latest IMF data.

Wednesday, October 16, 2013

Silver Price 4 Cycles in 12 Years / Commodities / Gold and Silver 2013

By: DeviantInvestor

During the past 12 years silver prices have bottomed, rallied sharply, collapsed, and then languished for a year or more.  The patterns are not identical, but there are obvious similarities as shown in the following chart.  (Note that it is a weekly line chart, from close to close, log scale, with high and low bars not shown.  For example, silver might have bottomed on a Wednesday but only the Friday close is plotted.)