Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, July 02, 2013
Gold - Stay the Course As Mixed Signals Move Markets / Commodities / Gold and Silver 2013
By: Frank_Holmes
Traders stampeded out of gold, emerging markets and bonds this month, setting record monthly outflows in June. Ever since the Federal Reserve hinted in May that signs of a stronger economy could allow for a slowdown of stimulus, markets have protested the news.
Tuesday, July 02, 2013
Why I Remain Bullish on Gold Even While Negativity Surges / Commodities / Gold and Silver 2013
By: Profit_Confidential
Michael Lombardi writes: Gold bullion prices are taking a hard hit. Headlines are blaring with negativity, and bears continue to say the precious metal is useless. Dear reader, they may have done a good job driving the gold bullion prices lower, but they haven’t changed my opinion on gold one bit. I continue to believe that gold bullion has a shining future ahead.
Regardless of the gold bullion prices declining on the paper market, I see demand for the precious metal increasing. It’s giving the average investor another buying opportunity just like they had back in 2008.
Monday, July 01, 2013
The Bell Just Rang On Gold Stocks - The Lows Are In! / Commodities / Gold and Silver Stocks 2013
By: David_Banister
As they say on Wall Street, “They don’t ring bells at the top” and for sure they usually don’t give you a phone call at the bottom either. Many heads have rolled trying to call this recent near 2 year downdraft in Gold in terms of bottom callers, me included. I thought we would never get much below 1440 or so from the 1923 highs, but alas we all know we did.
Monday, July 01, 2013
The Golden Gold Price Cycle / Commodities / Gold and Silver 2013
By: Peter_Schiff
The New York Times had the definitive take on the vicious sell off in gold. To summarize one of their articles:Two years ago gold bugs ran wild as the price of gold rose nearly six times. But since cresting two years ago it has steadily declined, almost by half, putting the gold bugs in flight. The most recent advisory from a leading Wall Street firm suggests that the price will continue to drift downward, and may ultimately settle 40% below current levels.
The rout says a lot about consumer confidence in the worldwide recovery. The sharply reduced rates of inflation combined with resurgence of other, more economically productive investments, such as stocks, real estate, and bank savings have combined to eliminate gold's allure.
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Monday, July 01, 2013
Gold Price Rally Only Technical Bounce / Commodities / Gold and Silver 2013
By: Adrian_Ash
The PRICE of gold rose hard in Asian trade Monday morning, extending Friday's strong rally, but slipped back in London to start the third quarter of 2013 with an AM Fix of $1243.50 per ounce.
That was 26% below New Year for US Dollar investors, 21% down in Sterling, and 25% lower in Euros.
Silver also spiked before pulling back, dropping below Friday's finish at $19.69 per ounce.
Monday, July 01, 2013
Russia and China Building Their Gold Reserves / Commodities / Gold and Silver 2013
By: Alasdair_Macleod
Chairman Mao Western economic commentary on China and Russia is usually coloured by monetarist assumptions not necessarily shared in Moscow and Beijing. For this reason, Russian and Chinese fiscal and monetary policies are misunderstood in financial markets, as well as the reasons their governments buy gold.
China has been notably relaxed about her own people acquiring gold, and the government itself appears to be absorbing all of China’s mine output. Russia is also building her official reserves from her own mine supply. The result over time has been the transfer of aboveground gold stocks towards these countries and their allies. The geo-political implications are highly important, but have been ignored by western governments.
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Monday, July 01, 2013
Is the Gold Bubble Phase About to Begin? / Commodities / Gold and Silver 2013
By: Toby_Connor
I think the manipulation after QE4 has accelerated the bull market. We now have the necessary conditions for the bubble phase in gold to begin. I was expecting the second phase correction (the correction that separates the second phase of the bull market from the bubble phase) to occur at the next 8 year cycle low due in 2016. However I think the manipulation of the precious metals markets over the last 8 months has probably shortened the bull market.
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Sunday, June 30, 2013
Gold Stocks Low? / Commodities / Gold and Silver Stocks 2013
By: WavePatternTraders
I have been tracking a potential 5 wave decline in Gold stocks to help me also find a low in Gold.
Fridays reversal in both the $HUI and Gold was an encouraging sign for the bulls and whilst its only a 1 day move, it has the potential for something much more.
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Sunday, June 30, 2013
Time To Buy Gold Again? / Commodities / Gold and Silver 2013
By: Brian_Bloom
The following interview with Jim Sinclair is highly significant in my view. (http://www.youtube.com/watch?v=GNjAg9x1_s8)
I find myself respecting what this man says and I think he is reading the gold market situation substantially correctly. He made four salient points in the first half of the talk (the second half was elaboration)
1. When the bordello is raided, even the piano may need to be sold by the owners so that they may survive in the immediate future. Thereafter, the facts of life re-establish themselves and they regroup. The gold price has been falling for various reasons, including a raid by the authorities. It will bottom when weak holders are forced to sell the piano. Thereafter, it will rise.
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Saturday, June 29, 2013
Has Gold Lost Its Shine For Good? / Commodities / Gold and Silver 2013
By: Profit_Confidential
George Leong writes:
Back in April, I said gold was looking bad on the chart and that as long as the stock market continued to advance higher, the prospects for gold were dim. (Read “Is Gold’s Near-Death Crisis Over-Exaggerated? Concerns of a Market Meltdown May Not Be.”)
Fast-forward two months, and while stocks have been in a minor correction, there continues to be distaste for holding gold.
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Saturday, June 29, 2013
The Misunderstood Link Between Crude Oil, Natural Gas and Inflation / Commodities / Inflation
By: Money_Morning
Dr Kent Moors writes:
According to conventional wisdom, there can't be a significant rise in inflation without a corresponding, and usually preceding, jump in energy prices.
In fact, the correlation between energy prices and inflation has become almost a mantra among some market pundits.
Unfortunately, the reality is somewhat different than what's portrayed by talking heads in thirty- second sound bites.
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Saturday, June 29, 2013
Gold And Silver Don't Blink! Purely A Mental Game Right Now / Commodities / Gold and Silver 2013
By: Michael_Noonan
"Water, water everywhere, nor any drop to drink."
There is a similar situation with regard to fiat paper everywhere, but not a gold delivery to be made. The delirium cast by central bankers issuing unlimited fiat has kept so many people in a fiat-induced fog, unable to see clearly. The fog has lifted. It is all a game. See the fraudulent scheme for what it is and then fear no more. It is just a matter of time before everything unravels, as it surely is.
The price of gold and silver are closer to a bottom than a top. The QE-Infinity is closer to a top and will collapse under its own "goldless" weight. The PM holders are on the correct side of history. Understand that it has been one of the bigger world scams played by the central bankers, the illuminati who believed themselves untouchable, beyond the scope of comprehension by the non-banking world.
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Saturday, June 29, 2013
Defying Gold and Silver Bulls Optimism / Commodities / Gold and Silver 2013
By: EWI
Gold and silver have been all over the financial news.
On Thursday, June 20, silver fell below $20 (-60% from 2011 high), and gold fell below $1300 (-30% from 2011 high).
We first published the chart below after metals plunged in mid-April. It shows EWI's forecasts not only leading up to those big moves ... but during the past three years of opportunity.
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Saturday, June 29, 2013
Gold and Silver Ground Floor Investor Opportunity In Next Super-Cycle? / Commodities / Gold and Silver 2013
By: Jeb_Handwerger
The gold (GDX) and silver (SIL) miners have been hammered down to historic 1999 lows, while the U.S. banks (XLF) and U.S. dollar (UUP) reach new heights. This is a great opportunity for value investors to enter the mining sector at possibly the ground floor of a commodity supercycle. Many amateur investors may be prematurely assuming that all is well with the global economic picture. The fine tuning of the economy by the Central Banks and specifically Ben Bernanke appears to have been a major success to the masses. On the other hand, astute investors who have learned from history and are aware of the financial risks stemming from currency devaluation. Could this really be an illusion? Could the dollar be on the verge of a collapse? Is The Fed losing control of interest rates that could spike higher?
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Saturday, June 29, 2013
Are Gold and Silver Now Zombie Metals? / Commodities / Gold and Silver 2013
By: Investment_U
Sean Brodrick writes: The action in the gold and silver markets is enough to drive precious metals traders crazy, and in some cases, I think it has.
Analysts who once talked up the metals are now saying gold will slump to $900 an ounce… or lower. Investors who once loved mining stocks now loathe them. And on the other side, you have respectable people, furious over gold’s decline, talking about the metal going to “infinity.”
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Saturday, June 29, 2013
Epic Investor Opportunity in Gold Stocks / Commodities / Gold and Silver Stocks 2013
By: Jordan_Roy_Byrne
First, let me say I've been way too early on this call. I've been wrong and don't deny it. You have to own up to mistakes, learn from them and be humble. Moving along, the precious metals sector is likely days or potentially hours away from a bottom. With respect to Gold, we are targeting $1180 or slightly below with $1080 as a worst-case scenario. The stocks are a bit more instructive for several reasons. First, they have a more consistent history and second, the stocks bottomed ahead of Gold (using daily closing prices) at the major lows in 2000-2001 and 2008. Using data from the Barron's Gold Mining Index (BGMI) and the HUI Gold Bugs Index (HUI) we put together a chart of all of the major declines in gold stocks. We also annotated the ensuing recoveries.
Saturday, June 29, 2013
Junior Gold Mining Stocks Cleansing / Commodities / Gold and Silver Stocks 2013
By: Zeal_LLC
There’s not much arguing against gold stocks being the most hated sector in the markets these days. And with such a loathing, you can only imagine the visceral disdain towards the more risky juniors.
Provocatively it wasn’t too long ago that the junior subsector was a speculators’ paradise that offered legendary gains. These small companies are of course a vital component of the gold ecosystem. And the quality ones that made solid discoveries while skillfully advancing their projects towards development would righteously see their stocks soar.
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Saturday, June 29, 2013
Uranium, Cobalt and Silver - Recognizing Investor Opportunity In Difficulty / Commodities / Commodities Trading
By: Richard_Mills
Right now I’m a big fan of uranium, cobalt and silver. Here’s why…Uranium
In 2012 world consumption of uranium was 165 million pounds versus 152 million pounds of mined uranium production. Globally there are 434 nuclear reactors operable, 67 reactors are under construction, 159 are on order or planned and 318 are proposed.
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Saturday, June 29, 2013
Where is the Gold Price Bottom? / Commodities / Gold and Silver 2013
By: P_Radomski_CFA
Without a doubt, this was a week of strong declines for the yellow metal. What could we read in newspapers and see on TV? The big banks were falling over each other in their scramble to get on the bear bandwagon. Here are some sample headlines:
Morgan Stanley to Goldman Cut Gold Forecasts on Fed Outlook
"'Paradigm shift' to send gold sliding to $1,200 an ounce: SocGen"
"Gold to Drop Even Further as Fed Increases Real Rates: Goldman Sachs"
"Deutsche Bank cuts gold, silver forecast for 2013"
"Credit Suisse cuts gold, silver, Brent forecasts"
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Friday, June 28, 2013
Gold Price Fresh Technical Damage, Mining Industry Faces Losing Money / Commodities / Gold and Silver 2013
By: Adrian_Ash
GOLD and SILVER both bounced in London trade Friday, only to slip back again after recording new 34-month lows overnight.
Asian stock markets closed higher but European equities slipped.
The major currencies held steady, and government bonds were flat overall, as were commodities.