Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, November 10, 2011
Silver Wheaton Triples Dividends Despite Lower Than Expected Earnings / Commodities / Gold & Silver Stocks
By: Bob_Kirtley
Silver Wheaton Corporation (SLW) has released its financial results for the third quarter, however, earnings of $0.38 per share missed the consensus of $0.50 by $0.12 of the 9 analysts covering this company. To deliver lower than expected results is rarely received well by the investment community and so the expectation now is for SLW to sold off to some extent. However, this aberration, if we may call it that, is being viewed in isolation and creates an impression that Silver Wheaton has somehow lost its way.
Thursday, November 10, 2011
Earthquakes and Natural Gas Hydraulic Fracturing (Fracking) Link Confirmed / Commodities / Natural Gas
By: OilPrice_Com
On 5 November an earthquake measuring 5.6 rattled Oklahoma and was felt as far away as Illinois.
Until two years ago Oklahoma typically had about 50 earthquakes a year, but in 2010, 1,047 quakes shook the state.
Thursday, November 10, 2011
Crude Oil in Initial Correction Phase / Commodities / Crude Oil
By: Mike_Paulenoff
In the aftermath of today's inventory report, nearly NYMEX oil has jumped off its morning low at 95.54 to 96.42 so far, within the larger downmove off of yesterday's high at 97.82.
My near-term work argues that the decline from yesterday's high into this morning's low represents the initial phase of a correction that should press beneath the Oct-Nov up-trendline, now at 94.00, on the way to 90.00-88.00 thereafter.
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Thursday, November 10, 2011
Here’s What Germany and China Really Think About Gold / Commodities / Gold and Silver 2011
By: Eric_McWhinnie
On Monday, gold (NYSEARCA:GLD) surged $35 to hit a new six week high of $1,791 per ounce, while silver (NYSEARCA:SLV) climbed 74 cents higher to nearly $35 per ounce. Precious metals (NYSEARCA:DBP) continue to receive a boost as countries reveal what they really think about the shiny metals.
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Thursday, November 10, 2011
Steps to a Gold Price Rally / Commodities / Gold and Silver 2011
By: Frank_Holmes
Federal Reserve Chairman Ben Bernanke announced last week that the Federal funds rate will stay near zero for now. He reasoned that the "low rates of resource utilization and a subdued outlook for inflation over the medium run" would likely "warrant exceptionally low levels for the federal funds rate at least through mid-2013."
Wednesday, November 09, 2011
Gold "Seeing Benefit from Safe Haven Demand" as "Political Void" sees Italian Debt Yields Soar / Commodities / Gold and Silver 2011
By: Ben_Traynor
U.S. DOLLAR gold bullion prices jumped to $1797 per ounce Wednesday lunchtime in London – more than 3% up from the same point a week earlier – as the European debt crisis continued to engulf Italy.
Silver bullion also rallied around lunchtime – though it remained just below $35 per ounce, where it started today's London session.
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Wednesday, November 09, 2011
Gold Price Could Go to Infinity on Eurozone Debt Crisis Contagion / Commodities / Gold and Silver 2011
By: GoldCore
Gold is trading at USD 1,783.10, EUR 1,307.50, GBP 1,116.30, CHF 1,612.20, JPY 138,315 and CNY 11,309 per ounce.
Gold’s London AM fix this morning was USD 1,780.00, GBP 1,112.50, and EUR 1,300.41 per ounce.
Yesterday's AM fix was USD 1,794.00, GBP 1,114.49, and EUR 1,301.51 per ounce.
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Wednesday, November 09, 2011
Double Your Profits in the New Age of Natural Gas / Commodities / Natural Gas
By: Money_Morning
Dr. Kent Moors writes:
I recently got an e-mail from one of my Oil & Energy Investor subscribers, who posed a very interesting question. Take a look:
I bought a nice position in Cheniere Energy Partners LP (AMEX: CQP). It is not clear to me if they are in a position to benefit earnings-wise from future expansions of the business. Is a future dividend increase in the cards?
- Harry M.
Wednesday, November 09, 2011
Gold rebuilds the wall of worry / Commodities / Gold and Silver 2011
By: Clif_Droke
Gold has come into its own since October as traders continue to hang on every word coming out of Europe. Investors have breathed a collective sign of relief in recent days as Europe’s financial ministers plan to unveil a new rescue fund next month. In the meanwhile Italy and Greece are left to deal with their own debt crises until then. Greece must provide written acceptance of bailout terms before it receives its next 8 billion euro loan installment. Read full article... Read full article...
Wednesday, November 09, 2011
MF Global Bankruptcy Could Rattle Silver Market for Days / Commodities / Gold and Silver 2011
By: Dr_Jeff_Lewis
It now appears that the 200 year old trading and processing firm MFGlobal will go into bankruptcy following rumors that the firm did not have enough capital on hand to protect accounts. The company, which has seen its share price tumble by more than 85% this year, is expected to send several waves through the commodities market, mostly due to its expansive reach.
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Wednesday, November 09, 2011
Gold Investor's Biggest Risk / Commodities / Gold and Silver 2011
By: Jeff_Clark
Jeff Clark, Casey Research writes: While we're convinced that our gold and silver investments will pay off, they don't come without risk. What do you suppose is the biggest risk we face? Another 2008-style selloff? Gold stocks never breaking out of their funk? Maybe a depression that slams our standard of living?
Wednesday, November 09, 2011
Should I Buy Gold Bullion or Gold Shares / Commodities / Gold and Silver 2011
By: Julian_DW_Phillips
The times, they are a changin'. Since 1985 to 2007 the developed world has seen the sophisticated development of equity and fixed interest rate markets that has ensured that investments are aimed at a positive, growth future for the economies on the west side of the globe. All the skills and beliefs in markets have been consistent with that expectation. When the credit crunch came, the belief was that the powers that be would rectify matters and we would be back to the same rosy future once the hurdles had been surmounted. But here we are, ending 2011 and that rosy future has given way to an uncertain one where the very structures on which the rosy future had been built have stated to buckle and falter. Despite this, the adjustment by institutions has been slow to recognize these changes and the process of making markets face this new reality has been as slow as politicians have been to adjust their handling of matters. It's far more than 'denial', it is a refusal to change. The change needed is so fundamental that the careers and very way of life of financial manager would be at risk. Hence the poor efforts we see in changing the financial world. This is taking the path we walk in the financial world to a precipitous, almost cathartic point at an unquantifiable date ahead of us when we see pressures exerted to change that way we live our lives.
Tuesday, November 08, 2011
US Mint Gold Coin Data and Research Casts Doubt on ‘Gold Bubble’ / Commodities / Gold and Silver 2011
By: GoldCore
Gold is trading at USD 1,790.10, EUR 1,300.60, GBP 1,114.30, CHF 1,606.20, JPY 139,690 and CNY 11,362 per ounce.
Gold’s London AM fix this morning was USD 1,794.00, GBP 1,114.49, and EUR 1,301.51 per ounce.
Yesterday's AM fix was USD 1,764.00, GBP 1,102.78, and EUR 1,286.65 per ounce.
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Tuesday, November 08, 2011
Gold retests $1800 as Italian Bond Yields hit "Dangerous Levels / Commodities / Gold and Silver 2011
By: Ben_Traynor
THE DOLLAR gold price climbed to $1796 an ounce Tuesday morning London time – 2.3% up on last Friday's close – as stocks rallied and government bonds sold off ahead of a key budget vote in Italy.
The previous day, gold hit its highest level in nearly seven weeks during Monday's US trading, when it rose to $1798 per ounce.
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Tuesday, November 08, 2011
When will Gold Stocks Reach the Bubble Phase? / Commodities / Gold & Silver Stocks
By: Jordan_Roy_Byrne
Gold is in a bull market and so are the gold stocks despite their struggle as a group to outperform Gold. This is nothing new though. We’ve written about this in the past and Steve Saville has before us. Nevertheless, the miners are in a secular bull market and investors need to pick better stocks and ignore the hundreds of losers. The bull market is moving forward but is nowhere close to a bubble nor the speculative zeal we saw in 2006-2007. Thus, it begs the question of what lies ahead and when can we expect the initial stages of a bubble.
Tuesday, November 08, 2011
Sunny Egypt Interested in... Wind Power / Commodities / Renewable Energy
By: OilPrice_Com
Egypt currently has a total electricity capacity of about 23,500 megawatts, which the government hopes to increase to 58,000 megawatts by 2027.A prime potential element in increasing this electrical output?
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Tuesday, November 08, 2011
Gold in Stair-Step Pattern Ahead of Potential Thrust / Commodities / Gold and Silver 2011
By: Mike_Paulenoff
Spot gold continues to claw its way higher despite an otherwise "risk-off" profile for the session in equities (as seen in our hourly chart comparison with the e-mini S&P 500), along with bonds and foreign exchange.
The stair-step pattern off of last week's low (from Nov 1) at 1681.30 has the right look of a forthcoming vertical acceleration towards 1820 next. Only a sudden downside reversal that breaks key near-term support between 1775 and 1765 will compromise my near-term outlook.
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Tuesday, November 08, 2011
The Euro Mess Brings Out the Best in Gold / Commodities / Gold and Silver 2011
By: Eric_McWhinnie
Gold continues to rise as European debt worries linger on in the financial markets. On Monday, gold and silver both climbed higher as the true sentiment about gold was revealed by Germany. As I write, gold is closing in on $1800, while silver is nearing $35. Although there are many rumors flying out of Europe regarding possible solutions, there is one topic that is not open for discussion.
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Monday, November 07, 2011
Gold Gains amid Berlusconi Confusion, Greece "Must Reform or Get Out of the Euro" / Commodities / Gold and Silver 2011
By: Ben_Traynor
U.S. DOLLAR gold bullion prices climbed to their highest level in almost seven weeks on Monday, hitting $1778 an ounce – 3.1% above where they started the month, amid confusion over whether or not Italy's prime minister had resigned.
Silver bullion hit a high of $34.80 per ounce – 0.3% below last week's high, but 8% above last week's low.
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Monday, November 07, 2011
Gold Ready to Rally to $2000… But Which Gold Stocks? / Commodities / Gold & Silver Stocks
By: Hubert_Moolman
The current economic conditions are, in substance, very similar to that of the Great Depression. I have recently highlighted some of these similarities in a video presentation . The pattern that is being followed, suggests that the next big event in this economic crisis, will be an acceleration of the increase in the price of gold, as well as a significant rally in gold stocks, despite economic decline.