Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, June 19, 2012
Forestry Investments As Real Assets to Hedge Against Inflation / Commodities / Land
By: Submissions
Adam Waldman writes: Forestry and timber investing - the very concept seems either dull or extremely alien. However any investors - especially those looking for true diversification and stable returns - are making a real oversight by ignoring the value timber and forestry investments could bring to their overall portfolio.
Monday, June 18, 2012
Plunge in Family Net Worth Supports Portfolio Gold Diversification / Commodities / Gold and Silver 2012
By: Pete_Grant
The Fed’s triennial Survey of Consumer Finances (SCF) came out last week and the results were nothing short of astounding. The data show that the Great Recession wiped out nearly 40% of the typical American family’s net worth.
Read full article... Read full article...“Data from the 2007 and 2010 SCF show that median income fell substantially and that mean income fell somewhat faster, an indication that income losses, at least in terms of levels, were larger for families in the uppermost part of the distribution. Overall, both median and mean net worth also fell dramatically over this period—38.8 percent and 14.7 percent, respectively.”
Monday, June 18, 2012
Gold and Silver Price Discovery: At and Despite the Margins / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
In most markets, price is discovered “at the margin” or from the transactions themselves. For example, in the real estate market, an entire block of homes can be valued by appraisers and agents based on the price at which the last house sold.
When it comes to precious metals prices, if discovery at the margin was a legitimate factor, the silver market would soon see much higher prices or it would at least reach a fairer equilibrium price that currently prevails.
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Monday, June 18, 2012
Silver Metal Now and a Golden Traveler's Check / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
One of the main advantages of buying silver versus more costly precious metals like gold and platinum is that silver’s relative cheapness allows you to buy more metal for the money.
Furthermore, inflation is a reality that eats away at the value of all paper currencies, while boosting the value of hard currencies like silver.
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Monday, June 18, 2012
Euro Weakness Weighs on Gold and Silver / Commodities / Gold and Silver 2012
By: Ben_Traynor
THE SPOT MARKET gold price hovered around $1620 an ounce during Monday morning trading in London – slightly below last week's close – while stock and commodity markets were also broadly flat, after initial rallies that followed yesterday's Greek election result soon ran out of steam.
Monday, June 18, 2012
Gold Ticks Lower as Spain and Italy Bond Yields Rise to Over 7% and 6% / Commodities / Gold and Silver 2012
By: GoldCore
Today's AM fix was USD 1,623.50, EUR 1,284.52, and GBP 1,035.20 per ounce.
Friday’s AM fix was USD 1,619.00, EUR 1,289.83, and GBP 1,044.65 per ounce.
Silver is trading at $28.50/oz, €22.64/oz and £18.25/oz. Platinum is trading at $1,492.50/oz, palladium at $626.75/oz and rhodium at $1,215/oz.
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Sunday, June 17, 2012
Crude Oil Demand Recovery Is Unlikely / Commodities / Crude Oil
By: Andrew_McKillop
"World oil consumption will rebound next year as the global economy recovers, according to a report released by the Paris-based International Energy Agency which said it expects global oil demand to grow 1.7%, for an increase of 350,000 barrels per day from its previous estimate".
The only problem with the serial oil demand growth-forecasting reports from the IEA is the above example dates from.... September 2009. At that time, crude for November delivery was trading around $71.75 a barrel for WTI grade.
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Sunday, June 17, 2012
Is Silver Currently Riskier Than Gold? / Commodities / Gold and Silver 2012
By: Przemyslaw_Radomski
Gold futures closed higher edging past the $1,600 mark Wednesday, extending their advance to a fourth session - perhaps traders considered prospects for further quantitative easing by the Federal Reserve and other central banks, including the Bank of England, the European Central Bank and the Bank of Japan.
Thursday Comex gold futures prices ended the U.S. day session near unchanged in subdued trading and today Gold edged up extending its winning streak to a sixth session as sluggish U.S. data boosted hopes for monetary easing.
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Friday, June 15, 2012
Cheap Gold Stocks / Commodities / Gold & Silver Stocks
By: Zeal_LLC
Gold stocks have recovered sharply following last month’s panic-like capitulation plunge. But this embattled sector still remains incredibly cheap relative to prevailing gold levels, which drive gold miners’ profits and hence ultimately their stock prices. While it is very challenging psychologically to buy in deeply-out-of-favor sectors, the panic-like gold-stock bargains out there today are simply amazing.
Friday, June 15, 2012
Gold Advantage To Skeptics / Commodities / Gold and Silver 2012
By: DeepCaster_LLC
“The amusing denouement to last September’s CNBC fiasco falsely claiming on camera a particular gold bar in the depository GLD uses belonged to that entity is (below). Apparently it belonged to ETF Securities, All power to the Internet!”
JBGJ, 6/12/2012
The following detailed description of the CNBC fiasco provides yet another justification for Investors adopting a Healthy Skepticism of MSM “News”.
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Friday, June 15, 2012
Greece Election "Should Be Supportive for Gold" / Commodities / Gold and Silver 2012
By: Ben_Traynor
SPOT MARKET prices for gold bullion traded above $1620 an ounce during Friday morning's London session – a gain of nearly 4% for the month so far.
Stock markets and major government bonds rallied, with analysts speculating on the prospects for further monetary stimulus, including a possible third round of quantitative easing (QE3) from the Federal Reserve, whose policymakers meet next week.
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Friday, June 15, 2012
Gold Stock Investors Prepare for a White Knuckle Ride / Commodities / Gold & Silver Stocks
By: Bob_Kirtley
In the early days of this bull market in precious metals we all did well as most mining stocks sprang to life and made considerable gains. The quality producers made spectacular gains and the turkeys made moderate gains. It has changed a lot since then, the mining indices such as the HUI* were outperforming gold prices by leaps and bounds, however, for the last few years they have failed to keep pace with gold and indeed still lag behind as evidenced by the chart below.
Friday, June 15, 2012
Quality Oil and Gas Stocks Are On Sale / Commodities / Oil Companies
By: The_Energy_Report
The pullback in oil prices has created some attractive buying opportunities in both developing and established oil and gas companies, even if oil prices settle in the $80-90/bbl range. In this exclusive interview with The Energy Report, Joel Musante, senior analyst with C. K. Cooper & Co., gives us his insights into current energy markets and talks about several of his favorite names that may reward investors with an appetite for risk.
Thursday, June 14, 2012
The Shape and Future of Indian Gold Demand / Commodities / Gold and Silver 2012
By: Julian_DW_Phillips
Morgan Stanley has just issued a solid report on Indian Gold demand and its shape. We at Gold Forecaster believe it gives very good insight into the Indian gold investors' thinking. The addition of some background on the Indian culture helps us to get a perspective of Indian gold investor psyche and to his social structure and how it contributes to his attitude to gold. Morgan Stanley conducted a survey of 2,019 urban and rural gold buyers across 16 Indian cities for urban consumers and 8 Indian states for rural consumers.
Thursday, June 14, 2012
Gold Sets New Record in India Whilst Spanish Bond Yields Hit New Highs / Commodities / Gold and Silver 2012
By: Ben_Traynor
WHOLESALE MARKET gold prices rose to $1627 an ounce shortly ahead of US trading on Thursday – their highest level so far this week – immediately following the publication of US economic data.
Silver prices by contrast continued to trade sideways, hovering around $29 an ounce – around 1.6% up on where they started the week.
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Thursday, June 14, 2012
Financial Gurus Bullish On Gold / Commodities / Gold and Silver 2012
By: GoldCore
Today's AM fix was USD 1,619.00, EUR 1,289.83, and GBP 1,044.65 per ounce.
Yesterday’s AM fix was USD 1,612.75, EUR 1,286.19, and GBP 1,034.94 per ounce.
Silver is trading at $28.86/oz, €22.93/oz and £18.57/oz. Platinum is trading at $1,479.00/oz, palladium at $622.00/oz and rhodium at $1,225/oz.
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Thursday, June 14, 2012
The Difference Between Gold and Silver / Commodities / Gold and Silver 2012
By: Simit_Patel
Many investors in the precious metals community operate from the perspective that there is no real difference between gold and silver; that both are monetary assets, with silver simply being a less expensive, more abundant, and more volatile version of gold. There is some truth to that, although I think it is important to note that the differences. If one understands the differences, it becomes easier to understand when silver may be overvalued, and why the gold/silver ratio could rise greatly. For these reasons, I personally invest much more in gold and gold stocks than in silver.
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Wednesday, June 13, 2012
Gold Investors Blaming the Money Printing Machines / Commodities / Gold and Silver 2012
By: Adrian_Ash
Who-oh-who is to blame for the gold price moving against you, up or down...?
SO EUROPE might be facing deflation, and Greece might begin a firesale straight after this weekend's vote. Yet still €1.1 trillion doesn't buy what it used to.
Wednesday, June 13, 2012
Gold and Silver Are Your Hedges Against Centrally-Planned Economies / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
Spain recently became the fourth member of the euro to request a bailout since the beginning of the region’s insolvency crisis. The country stands to receive as much as 100 billion euros ($125 billion) in order to prolong the life of its current banking system. It is debt trying to fix more debt. “The loan amount must cover estimated capital requirements with an additional safety margin, estimated as summing up to 100 billion euros in total,” a Eurogroup statement said. With rescues drafted for Greece, Ireland, Portugal and now Spain, the European Union and the International Monetary Fund have committed nearly half a trillion euros to finance European bailouts.
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Wednesday, June 13, 2012
Euro Debt Crisis is Good for Gold and Silver / Commodities / Gold & Silver Stocks
By: The_Gold_Report
Charles Oliver, a senior portfolio manager for Sprott Asset Management, is keeping the faith that gold and silver stocks will eventually benefit this year as Europe and the U.S. continue to print money. In this exclusive interview with The Gold Report, Oliver says that an indicator that juniors are about to take off could be an improvement in certain bellwether mid-cap stocks.
The Gold Report: Last February, you forecast that stocks would rebound in 2012. What signs indicate that's about to happen?
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