Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Monday, October 17, 2011

Barrick Gold Corporation: Buy, Sell or Hold? / Commodities / Gold & Silver Stocks

By: Bob_Kirtley

Barrick Gold Corporation (ABX) has a market capitalization of $48.21bln and is the largest gold mining company in the world. There are 999 million shares in circulation, 72% of the companies stock is held by the Institutions and it is reasonably liquid in that its average volume of shares traded is between 4 and 8 million per day, however, it can spike to 100 million shares on a very busy day.

Sunday, October 16, 2011

The European Union and Silver / Commodities / Gold and Silver 2011

By: George_Maniere

This was an amazing week! Besides the fact that we got to see some green on the board, the week was totally eclipsed by the latest off Broadway version of “The Mouse That Roared” as Slovakia took the world to the brink and for one bright shining moment held the fate of the world in its hands.

Sunday, October 16, 2011

Gold Not Going Anywhere, Could Stumble Again / Commodities / Gold and Silver 2011

By: Merv_Burak

In the “good old days” gold would move $10 and that was something, now it moves $50 and it’s ho-hum.  Although moving higher slowly it really is not going anywhere and unfortunately looks like it just might stumble.

Saturday, October 15, 2011

Gold Opportunities Under the Mattress and in the Ground / Commodities / Gold and Silver 2011

By: The_Gold_Report

According to Edward Karr, CEO of RAMPartners, the band is tuning up and the guests are just starting to arrive. Instead of selling before the party really gets going, he advises keeping a "decent percentage" of cash to take advantage of opportunities to buy both physical gold and junior mining stocks. His real bottom-line advice in this exclusive Gold Report interview? Tap into what makes you happy in life.

Friday, October 14, 2011

Is It Time to Load up on Gold Stocks? / Commodities / Gold & Silver Stocks

By: Jeff_Clark

Jeff Clark, Casey Research writes: By almost any measure, gold stocks are undervalued. Should we load up?

After completing my research on this question, I’m convinced more than ever that we at Casey Research are in the right place. See if you agree…

Friday, October 14, 2011

Gold Vs. Miners: The Wrong Question, Part 2 / Commodities / Gold and Silver 2011

By: Adrian_Ash

You don't need to be a gold-mining investor to wish gold would stop outperforming them soon...

WHATEVER you think of the gold price right now, gold mining stocks are a raging buy. Everyone says so. There's rarely been this strong a consensus since England were all set to beat France in last weekend's Rugby World Cup.

Friday, October 14, 2011

Gold, Gold, Gold… What About Silver? / Commodities / Gold and Silver 2011

By: Przemyslaw_Radomski

No good news to deliver so far this year on the eurozone. Just this week Slovakia’s government became the first in the eurozone to fall over opposition of bailing out indebted economies after the country’s parliament voted down approval for enhancing the zone’s rescue fund. Also this week, Jean Claude Trichet, European Central Bank President, warned that Europe’s financial crisis has reached “a systemic dimension.” Greece has continued to dominate the headlines and is facing a fifth successive year of recession and a possible sovereign default.

Friday, October 14, 2011

Afghanistan - Newly Discovered Mineralogical Treasure House (Again) / Commodities / Afghanistan

By: OilPrice_Com

As the U.S.-led Afghan campaign lurches into its second decade, the country's vast untapped mineralogical resources are again emerging in the Western media, seemingly underpinning the benefits of International Security Assistance Force troops "staying the course" and defeating the insurgency, after which these resources can be tapped, both providing the administration of Afghan President Hamid Karzai with a source beyond drugs for reconstruction and Western companies who develop the reserves a handsome profit.

Friday, October 14, 2011

Gold Stocks Bargains Galore... / Commodities / Gold & Silver Stocks

By: Dudley_Baker

...at the 5¢ & 10¢ Store: TSX

I'm sure many of our readers remember the 5¢ and 10¢ stores of the past. What a treat as a kid to browse through the merchandise looking for the chance to purchase some of our favorite items literally for pennies. Well, guess what? The 5¢ and 10¢ store is back and this time it is packed with many incredible values for us big boys and girls.

Friday, October 14, 2011

Gold Building a Base above $1650 / Commodities / Gold and Silver 2011

By: Ben_Traynor

WHOLESALE prices for gold bullion climbed to $1679 an ounce Friday morning London time – 0.7% down on Wednesday's high for the week – before easing back, as industrial commodities rallied and stocks edged up, while government bond prices fell.

Silver bullion climbed to $32.31 per ounce – 3.6% up on last week's close – before it too fell back.

Friday, October 14, 2011

Gold to Top $2,000 on Central Bank Buying: Chart of the Day / Commodities / Gold and Silver 2011

By: GoldCore

Gold is trading at USD 1,675.30, EUR 1,214.20, GBP 1,062.30, JPY 129,036.00, AUD 1,634.90 and CHF 1,503.70 per ounce.

Gold’s London AM fix this morning was USD 1,676.00, GBP 1,062.31 and EUR 1,214.31 per ounce.

Friday, October 14, 2011

Will Gold and Silver Continue Their Run Up? / Commodities / Gold and Silver 2011

By: George_Maniere

I had at least six emails today asking if the run in gold and silver were over. The answer is most definitely – Maybe!!!! My regular readers know that I have been predicting silver at $50.00 an ounce by year’s end. I believe that the drivers of gold and silver remain intact. The fact is that there is a sense that gold and silver has moved too far – too fast and as a result, people are not inclined to chase the trade.

Thursday, October 13, 2011

Gold Vs. Miners: The Wrong Question, Part I / Commodities / Gold and Silver 2011

By: Adrian_Ash

You want leverage in gold? Buy bullion. It keeps turning every 1% gain in gold mining stocks into a 2% rise...

SO WHY is it that gold mining stocks underperforming the metal so badly? "Gold stocks should be a levered bet on the price of gold...There has been a terrible underperfomance," as one UK forum posting said back in June.

Thursday, October 13, 2011

New Gold, Silver Floor Price Floor, Should I Restructure My Portfolio / Commodities / Gold and Silver 2011

By: Julian_DW_Phillips

Many have contemplated adjusting their precious metal portfolios in light of the fall of the gold price from $1,900 to the current $1,600+ level. Many gold shares haven't performed as well as the gold price. Why? Will they in the future? Should investors hold just the metal, or will shares now outperform the gold and silver prices? What are the criteria for choosing a share in the precious metals, mining industry? How do I design my own portfolio to suit my investment goals and emotional tolerance?

Thursday, October 13, 2011

Gold Drops Back from Week's High / Commodities / Gold and Silver 2011

By: Ben_Traynor

WHOLESALE prices to buy gold dropped to $1667 an ounce Thursday morning London time – a 1.3% fall from the week's high set yesterday – while stocks and commodities also fell and US Treasury bonds rose following news that European banks may have to raise fresh capital.

Prices to buy silver dropped to $31.93 – still a 2.5% gain for the week so far.

Thursday, October 13, 2011

Global Money Supply and Currency Debasement Driving Gold Higher / Commodities / Gold and Silver 2011

By: GoldCore

Gold is trading at USD 1,670.40, EUR 1,216.90, GBP 1,063.81, JPY 128,555.00, AUD 1,643.34 and CHF 1,500.20 per ounce.

Gold’s London AM fix this morning was USD 1,673.00, GBP 1,065.74 and EUR 1,218.05 per ounce.

Thursday, October 13, 2011

Gold, Silver, Copper, Nickel and Alternative Energy for Fun and Profit / Commodities / Metals & Mining

By: The_Gold_Report

Legendary mining entrepreneur Ross Beaty is an optimist. He likes the opportunities present in both bear and bull markets. In this exclusive interview with The Gold Report at the Casey Research Summit in Phoenix, he explains his love of metals and alternative energy and what he is doing to position himself regardless of where the markets go.

The Gold Report: Your talk was titled "Gold, Silver, Copper, Nickel and Alternative Energy: the Commodities I Still Like." Before we get into the specific commodities, I wanted to ask you about the distortions in supply and demand that you mentioned. As more investment is going into exploration, fewer discoveries are being made. Is that because the easy ones have already been mined? Are costs higher? Are there more regulatory burdens? And how does that impact share prices?

Thursday, October 13, 2011

Gold Signals The End… / Commodities / Gold and Silver 2011

By: Hubert_Moolman

Gold remains our best means of economic measurement. It is not a perfect or 100% consistent measure of wealth, but it is our best. Due to its monetary properties, gold can be used to measure wealth across generations. Just like we have the sun and moon to discern the times and seasons, I believe, we have gold to discern changes in wealth. It is interesting that the sun is often compared to gold, and the moon to silver. Just like a day in the Middle Ages is comparable to a day in this century, an ounce of gold in the Middle Ages is comparable to one today.

Thursday, October 13, 2011

Will Endeavour Silver Lead a Great Mining Rally? / Commodities / Gold & Silver Stocks

By: Eric_McWhinnie

It is no secret that precious metal miners have lagged behind bullion prices. While gold is up 16% this year, gold miner ETFs such as the Market Vectors Gold Miners ETF and Market Vectors Junior Gold Miners ETF are actually down 8% and 24%, respectively. Newmont Mining, one of the world’s largest gold producers, has been returning value to shareholders by offering a gold-linked dividend. Furthermore, the miner announced last month that it may consider a share buyback program if the disparity in bullion and equity prices persist. The situation in silver is similar. Silver prices are down about 3% for the year, while the Global X Silver Miners ETF is down about 16%. However, the recent earnings report from Endeavour Silver could spark the long overdue rally in precious metal miners.

Wednesday, October 12, 2011

Euroland and The Gold, Silver Price Rebound / Commodities / Gold and Silver 2011

By: Jim_Willie_CB

An important reversal of focus, expectation, and direction has taken place in Europe. Put aside the sovereign debt mess that will not go away. It will not be fixed, despite all the effort and talk and deal making. They must prepare for a string of bank failures and a Greek default. Every solution executed or proposed or pending involves the same lunatic device of creating more debt or more money to solve a problem caused by too much credit creation and unchecked monetary creation. For 18 months the Euro had traded on the back of the European Central Bank monetary policy, on interest rate judgments and expectations.