Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Monday, March 19, 2012

Dow vs. Gold vs. Silver since 2008 / Commodities / Gold and Silver 2012

By: Paul_Mladjenovic

We can read all sorts of opinions about what you should do with your money and we hear the scuttlebutt from every pundit out there (including myself!) but at the end of the day, it is about what has done well and what hasn't done well.

Monday, March 19, 2012

Silver Goes Green / Commodities / Gold and Silver 2012

By: Eric_McWhinnie

Although gold receives most of the attention in the precious metals space, silver is an amazing metal itself. In addition to being a store of wealth, silver is used in everything from automobiles to alternative energy needs. Almost all electronics are configured with silver. However, the smelting process, which involves extracting silver from ores by burning off unwanted minerals and elements such as lead, can raise pollution concerns. This is an obstacle that Royal Silver Company is tackling at the source. Now, even the most environmentally conscious investor lacks a reason to not invest in silver.

Monday, March 19, 2012

Europe's QE3 Will Boost Gold and Silver / Commodities / Gold and Silver 2012

By: Jeb_Handwerger

Gold is pulling back to long term support and is able to be purchased at a discount. Investors may be seeking riskier assets due to fears of inflation and higher interest rates. Right now industrial metals such as copper/ nickel, oil and blue chips are outperforming due to their value of being hedges against inflation and represent the riskier assets.

Monday, March 19, 2012

Gold "Could Correct to $1600" with "Buyers Reluctant" / Commodities / Gold and Silver 2012

By: Ben_Traynor

THE SPOT gold price held above $1650 per ounce Monday morning in London – staying within $10 of where it closed last week, but over 4% down on the month so far. 

"The market feels a bit top-heavy, which may imply a further correction on the downside to $1600," warns the latest note from Swiss precious metals refiner MKS.

Monday, March 19, 2012

Gold and Silver Stocks Are Decoupling from the Stock Market / Commodities / Gold & Silver Stocks

By: Jordan_Roy_Byrne

Normally, decoupling from the stock market is a good thing. In recent turbulent times, many have wondered if emerging markets would decouple or if gold stocks would decouple. Its surprising to see gold stocks decouple from a strong stock market. Many wondered if the sector would decouple from a weak market. Yet, the decoupling now could be positive long-term provided the decoupling continues when the stock market peaks just below the 2007-2008 highs.

Saturday, March 17, 2012

Should Investors Sweat Gold’s Losing Streak? / Commodities / Gold and Silver 2012

By: Eric_McWhinnie

Early Friday, gold prices remained mostly flat. However, prices headed towards their third consecutive week of losses, the longest losing streak for the precious metal since October. Despite concerning economic reports, gold and silver seem to be sidelined for the moment.

Saturday, March 17, 2012

Canada Sees Gold Mining Resurgence / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Amid the bustle of the 80th Prospectors and Developers Association of Canada (PDAC) convention in Toronto, The Gold Report sat down with PDAC President Scott Jobin-Bevans for his take on the challenges the mining industry faces. In this exclusive interview, he covers a wide range of topics, from skilled labor shortages to the trials of mining in remote northern Canada.

The Gold Report: What are the key challenges the mining industry faces in 2012–2013?

Saturday, March 17, 2012

Another Healthy Correction for Gold and Silver Price / Commodities / Gold and Silver 2012

By: Jason_Hamlin

I have received several emails this week asking my thoughts on the current price action in precious metals. Some subscribers are asking how low gold and silver might go in the short term and my honest response is “I have no idea.” Anyone that claims they can predict the short-term price movements in a market as manipulated as this one is blowing hot air. The banks can utilize leveraged paper contracts to take gold down to $1,200 and silver to $20 if they want to, in the short term.

Friday, March 16, 2012

Wanted! Bearish Gold Bulls / Commodities / Gold and Silver 2012

By: Adrian_Ash

Gold's bull run is exhausted, apparently. Yet it's due only a shower, not a bath...

SO GOLD BULLS are turning bearish. But not really.

"A number of things which would have kept people with an eye on the upside for gold prices have now been neutralized," says RBS's Nick Moore, who cut the state-owned UK bank's 2012 targets for precious metals other than gold in January.

Friday, March 16, 2012

The Upside to a Natural Gas Downturn / Commodities / Natural Gas

By: Marin_Katusa

Marin Katusa, Casey Research writes: The energy market is a complex beast, its many parts interconnected through a multitude of linkages. When one part fails, the entire system reacts: certain linkages are burdened with extra stress, while other components sit idle. Only by studying the entire machine can one understand the rippling effects that stem from one change.

Friday, March 16, 2012

Gold Price Rollercoaster Likely to Go Up / Commodities / Gold and Silver 2012

By: Przemyslaw_Radomski

The roller coaster metaphor we used two weeks ago after the $90 flash crash in the price of gold seems appropriate this week as well. It must be tough out there for precious metals investors. Wednesday gold futures tumbled again. April-delivery gold fell $51.30, or three per cent, to settle at $1,642.90 an ounce, the lowest gold settlement price in more than eight weeks. The dollar strengthened and traders reacted to the U.S. Federal Reserve’s rate decision and policy statement in the previous session, which buried any hopes for now of more monetary easing in the short term. Investors have been hoping that the Fed would take action again to spur the economy.

Friday, March 16, 2012

Gold in Euros, Sterling Drops to 10-Week Low as India Raises Import Duties / Commodities / Gold and Silver 2012

By: Ben_Traynor

THE SPOT MARKET gold price dropped to $1641 an ounce shortly after US market open – a 4.4% fall on the week – as stocks and commodities were broadly flat, with stock markets looking set for a weekly gain by Friday lunchtime in London. 

On the currency markets, the Pound and Euro both rallied against the Dollar following the release of the latest US inflation data, while over in India the government announced it is to double its duty on gold imports as a percentage of the gold price.

Friday, March 16, 2012

India Doubles Customs Duty on Gold Bullion, Central Banks buy on Dip / Commodities / Gold and Silver 2012

By: GoldCore

Gold’s London AM fix this morning was USD 1,649.00, EUR 1,263.02, and GBP 1,049.05 per ounce.

Yesterday's AM fix was USD 1,646.75, EUR 1,262.26and GBP 1,052.57 per ounce.

Gold closed in New York yesterday at $1,657.30/oz. Gold tumbled in Asia and its low hit $1,645.86/oz and high $1,664.71/oz and is now trading in Europe at $1,646.73/oz.

Friday, March 16, 2012

Simple Index Called Gold 1980 Top, Now Points to At Least $3,000 / Commodities / Gold and Silver 2012

By: Submissions

Dincer YILMAZ writes: The ultimate function of gold is being money. Therefore it is natural that value of gold against other currencies responses to supply-demand laws. If a competitor currency (for example US dollar) becomes relatively abundant than gold, one can expect gold to appreciate against the other currency. On the other hand, the same competitor currency can offer advantageous real rates to investors and depositors, so gold depreciates this time due to higher demand for the other currency even if the other currency’s supply growth rate exceeds gold’s supply growth rate.

Friday, March 16, 2012

When to Buy Silver, the Metal of Emperors? / Commodities / Gold and Silver 2012

By: Bob_Kirtley

This is a question that pops up in our mail box on a regular basis. The standard answer for the average retail buyer who has neither the time nor the inclination to do the hard yards, in terms of due diligence, is to layer-in your acquisitions via a rolling programme of purchases. This can be implemented regardless of the day to day 'white noise' that has many behaving as though they had spent the morning in a double shot Expresso Drinking Contest. Sell, Buy, Buy, Sell.... we all know that emotional white knuckle ride and it needs to be side lined. Try Chill, Relax, Relax and Chill for a day or two and switch to a herbal tea.

Friday, March 16, 2012

Crude Oil and Natural Gas Bottoming? / Commodities / Crude Oil

By: Mike_Paulenoff

If I totally was isolated from any news today, and all I had at my disposal was the enclosed 4-hr chart of nearby NYMEX Oil, the analysis argues that a correction from the March 1 high at 110.55 is at or nearly completed into this morning's low at 103.78.

Thursday, March 15, 2012

Barron’s Gold Mining Index To Double Over The Next Couple Of Years? / Commodities / Gold & Silver Stocks

By: Hubert_Moolman

The behaviour of gold stocks during this gold bull market is really not that different to the gold bull market of the 70s. It was not until almost the end of the bull market (in 1979) that the gold stocks really started to take-off. Those who think gold stocks will not rise during this bull market will be disappointed, and need to consider the evidence presented here.

Thursday, March 15, 2012

Gold "Vulnerable" as U.S. Treasury Bond Market Sell-Off Worsens / Commodities / Gold and Silver 2012

By: Adrian_Ash

The WHOLESALE-MARKET gold price twice rose within a few cents of $1650 per ounce in London Thursday morning, adding 0.9% from yesterday's fresh 8-week low as industrial commodities ticked lower again.

The price of silver bullion rallied 2.3% to $32.40 per ounce, but remained over 5% down for the week so far, being "very much influenced" by the gold price according to one Swiss precious-metals dealer.

Thursday, March 15, 2012

South African Gold Production Dives To 90 Year Lows / Commodities / Gold and Silver 2012

By: GoldCore

Gold’s London AM fix this morning was USD 1,646.75, EUR 1,262.26, and GBP 1,052.57 per ounce.

Yesterday's AM fix was USD 1,662.00, EUR 1,271.61 and GBP 1,057.93 per ounce.

Wednesday, March 14, 2012

Stock Dividends Are Getting Physical Paid in Gold and Silver / Commodities / Gold and Silver 2012

By: Eric_McWhinnie

Gold often receives criticism from investors such as Warren Buffett for not producing a yield. This claim often falls on deaf ears because proven gold miners such as Newmont Mining Corp. and AngloGold Ashanti both pay a dividend north of 2 percent. However, the downside to these dividends is that they are paid in a fiat currency, somewhat defeating the intentions of gold investors. A new dividend program seeks to change this process by giving investors the choice to receive dividends in the form of physical bullion, instead of paper or electronic dollars.