Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, April 26, 2012
Is The Multi-Month Consolidation In Gold, Silver and Mining Stocks Ending? / Commodities / Gold and Silver 2012
By: Jeb_Handwerger
We are encountering storms in the market rarely seen. The volatility has affected many mining equities with many high quality assets selling at record low prices. Portfolios have rarely seen such see saw price activity as they have this year. Sacrosanct rules are simply not working. The markets are thwarting and aborting attempts to use time tested approaches.Read full article... Read full article...
Wednesday, April 25, 2012
Deflation Possible, This isn’t 2008! / Commodities / Deflation
By: UnpuncturedCycle
There has been so much talk lately about the coming high inflation due to excessive printing of fiat currency, that I think it’s necessary to explore the topic. There is no doubt that the US, Europe, Japan and now China are all creating fiat currency at a rate never before in modern history. We also have had the lessons of excessive printing during Germany’s Weimar Republic drilled into our heads since the crib. Therefore we naturally assume that excessive printing in today’s world will produce the same result. When it comes to the US it is worth remembering that there are significant differences. In the first place the US dollar has been the world’s reserve currency for seven decades, and in the second place the excessive printing is nothing new in the United States.
Wednesday, April 25, 2012
UK Government: Natural Gas Fracking Causes Earthquakes, but It's Worth the Risk / Commodities / Natural Gas
By: OilPrice_Com
The process of hydraulic fracturing is a mining technique which uses injected fluid to propagate fractures in a rock layer to release hydrocarbon deposits that would otherwise be uncommercial. Developed in the U.S. and first used in 1947 for stimulating of oil and natural gas wells, the use of "fracking" soared in the past decade as thousands of wells have been drilled into the Marcellus Formation, also referred to as the Marcellus Shale, a deposit of marine sedimentary rock found in eastern North America.Read full article... Read full article...
Wednesday, April 25, 2012
Gold and Silver Flat as Traders Await Hints of QE from Fed / Commodities / Gold and Silver 2012
By: Ben_Traynor
WHOLESALE MARKET gold prices reversed a short dip Wednesday lunchtime in London to trade absolutely flat on the day and unchanged from the end of last week ahead of the US Fed's monetary policy statement.
Silver bullion prices held beneath $31 per ounce, and the Euro was also unchanged after a brief rally above $1.32.
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Wednesday, April 25, 2012
Gold's B-Wave Bottom / Commodities / Gold and Silver 2012
By: Toby_Connor
Over the last several days volatility in the gold market has collapsed forming what is known as a coil.
Wednesday, April 25, 2012
Gold Stocks Where Is The Bottom? / Commodities / Gold & Silver Stocks
By: Ron_Hera
Gold and silver mining stocks have sold off by roughly 30% from their 52-week highs based on the PHLX Gold/Silver Sector Index (XAU) and by roughly 32% based on the Amex Gold Bugs Index (HUI). In comparison, gold is down approximately 14% from its nominal all time high in 2011 while silver is down approximately 37%.
Wednesday, April 25, 2012
Gold and Silver Manipulation - Small Silver Speculators Trounced / Commodities / Gold and Silver 2012
By: Marshall_Swing
It looks like the small silver speculators were trounced in the action beginning about midnight Sunday through 9:00AM Monday.
You might remember them from last week’s Commitment of Traders report. Full COT report here
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Wednesday, April 25, 2012
Get Natural Gas 'for Free' After Massive Selloffs / Commodities / Natural Gas
By: The_Energy_Report
Stansberry & Associates Investment Research Founder Porter Stansberry envisions a future that is anything but rosy, but savvy investors may find solace and security against the crippling inflation he expects. In this exclusive interview with The Energy Report, the popular publisher talks about opportunities in the beaten-down natural gas industry, where investors with good timing have the opportunity to get natural gas "for free" following massive selloffs. He also discusses some niche energy plays that offer great ways to book profits in a market that has many analysts scratching their heads.
Wednesday, April 25, 2012
Return to the Gold Standard, or Gold Backed Currencies / Commodities / Gold and Silver 2012
By: Julian_DW_Phillips
Present Use of Gold in International Financial Dealings B.I.S. Gold / Swaps
In 2011, according to the B.I.S.'s annual report, Central banks have pulled 635 tonnes of gold from the Bank for International Settlements in the past year, the largest withdrawal in more than a decade. The move, disclosed in the BIS annual report, marks a sharp reversal from last year when central banks added similar amounts to deposits of gold at the so-called "Bank for Central Banks". Why? First let's look at what Swaps are.
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Tuesday, April 24, 2012
Dutch Debt "On Edge of Downgrade", Central Banks Add to Gold Reserves / Commodities / Gold and Silver 2012
By: Ben_Traynor
SPOT MARKET gold prices climbed to $1643 an ounce Tuesday lunchtime in London – a 1.2% gain from yesterday's low, but still below Friday's close – as Eurozone concerns focused on the Netherlands after yesterday's government collapse.
Based on the PM London gold fix, gold prices remain 3% below their 200-day moving average.
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Tuesday, April 24, 2012
Russia and Mexico Both Buy Nearly $1 Billion Worth of Gold in March / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,638.75, EUR 1,244.68, and GBP 1,014.83 per ounce. Yesterday's AM fix was USD 1,632.00, EUR 1,240.97 and GBP 1,014.42 per ounce.
Silver is trading at $30.85/oz, €23.43/oz and £19.10/oz. Platinum is trading at $1,550.00/oz, palladium at $671.25/oz and rhodium at $1,350/oz.
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Tuesday, April 24, 2012
The Silver Reverse Bubble of 2012 / Commodities / Gold and Silver 2012
By: Paul_Mladjenovic
In late 2008, when silver was massacred in the futures pit and saw its price fall from over $20 to under $10, I told my readers at that time that silver entered into a “reverse bubble”. I know it sounds odd, but let me re-visit the concept.
As you know by now, a “bubble” is when an asset reaches an unsustainably high level due to artificially stimulated demand. In 2004, I wrote that housing was entering a historic bubble because government policies such as excessively (artificially) cheap credit inflated the price of real estate to nose-bleed levels. The real estate mania was everywhere in 2004-2006 as buyers were going berserk.
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Tuesday, April 24, 2012
Indicators Predict Gold Trend to Continue High / Commodities / Gold and Silver 2012
By: The_Gold_Report
Many forces influence the gold markets today, sometimes producing confusing indicators of what may lie ahead. In this exclusive interview with The Gold Report, John LaForge, commodity strategist at Ned Davis Research Inc., talks about the numerous and sometimes not-so-obvious factors that he considers in his research and how they influence the gold markets and, ultimately, mining shares. As long as there is no significant improvement in the world monetary situation and real interest rates don't rise dramatically, he believes the gold price trend remains positive and gold stocks should shine brighter.
Tuesday, April 24, 2012
Navigating Gold Stocks During the Weakest Quarter / Commodities / Gold & Silver Stocks
By: The_Gold_Report
Barry Allan, vice chairman of Mackie Research Capital Corp.'s mining group, is guarded about gold equities from March to May, statistically the weakest period. However, Allan remains bullish on gold stocks through the end of the year and has Buy recommendations on more than 70% of his coverage universe. In this exclusive interview with The Gold Report, Allan points to where he's finding value during this period of seasonal weakness.
Monday, April 23, 2012
Why I'm Excited About This Gold Market / Commodities / Gold and Silver 2012
By: Casey_Research
Rick Rule writes: After a reasonably long period of sustained and occasionally dramatic escalations, commodity markets in general, and precious metals markets in particular, have declined. This is normal and healthy behavior, even if it is uncomfortable for some market participants. Readers with a long memory will remember the 1970s gold bull market, where the gold price advanced from $35 to $850 per ounce – though in 1975, in the middle of that epic bull market, the gold price declined by 50%. While a 50% decline is a near-religious event for many market participants, particularly those on margin, it is instructive to note that at the bottom of the retrenchment the gold price was up threefold from its $35 low, and that gold went on to increase eightfold in price after the bull market resumed. It is thus important to recognize that cyclical retrenchments are a normal and healthy feature of a secular gold bull market.
Monday, April 23, 2012
Silver Uncertain Breakout Direction / Commodities / Gold and Silver 2012
By: Clive_Maund
Is silver becoming a bearmarket, or is a bottom pattern completing that will lead to a major new uptrend soon? That is the big conundrum facing investors and speculators in the sector and in this update it will become apparent that the situation must resolve itself with a decisive move soon, one way or the other.
Monday, April 23, 2012
Gold's Next Big Move, Which Direction? / Commodities / Gold and Silver 2012
By: Clive_Maund
Is a top of some significance forming in gold, or is a consolidation pattern completing that will lead to a major new uptrend soon? That is the big conundrum facing investors and speculators in the sector and in this update it will become apparent that the situation must resolve itself with a decisive move soon, one way or the other.
Monday, April 23, 2012
Gold and Silver Enter Period of Low Volatility and Disinterest / Commodities / Gold and Silver 2012
By: Jordan_Roy_Byrne
Gold and Silver have been correcting multi-year advances. In this article we illustrate what ultimately develops as these corrections progress into consolidations. Namely, volatility declines, general interest in the market evaporates and this produces sentiment that is conducive for an important bottom. Because these are long-lasting, sustained corrections, the bottoms take time to develop. There are many fits and starts and as a result, most bottoms are not obvious until months after the fact. We provide some charts to help understand what is currently taking place and what we can expect going forward.
Monday, April 23, 2012
Weighing the Evidence of Crude Oil and Gold Stocks / Commodities / Gold & Silver Stocks
By: Frank_Holmes
The MSCI Emerging Markets and the S&P 500 indices have increased double digits since the beginning of the year. Investors should be thrilled, but instead of cheers, the only sounds the markets are hearing are crickets. Many have been asking, where are the investors?
Monday, April 23, 2012
Gold Stocks Half Way? / Commodities / Gold & Silver Stocks
By: Ned_W_Schmidt
With the calendar moving into the second third of the year, some of the popular delusions of the crowd seem increasingly remote possibilities. Have we been waiting a year for QE-3? But like a broken clock, those forecasting QE-3 to be imminent still have a shot at being correct. At the same time, some are chopping down the AAPL tree. Already down 10% from the high, the leading delusionist on that stock is still forecasting a $1,000 price. Gold seems well short of $2,000. Would that be still or again? And the pick up trucks loaded with Silver ready for the ride to $100? Well, seems most have broken down in the middle of the road. And the Gold stocks? Perhaps about half way to the bottom.