Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Tuesday, July 30, 2013

As The Crisis Deepens, Gold Flows East / Commodities / Gold and Silver 2013

By: GoldCore

Today’s AM fix was USD 1,322.25, EUR 996.65 and GBP 864.05 per ounce.
Yesterday’s AM fix was USD 1,330.75, EUR 1001.24 and GBP 864.79 per ounce.

Gold fell $3.60 or 0.27% yesterday and closed at $1,329.40/oz. Silver fell $0.19 or 0.45% and closed at $19.84.

Gold is remaining steady ahead of the key U.S. Fed policy meeting later today. Mixed economic data from the U.S. has left no clues as to when the Fed will taper its stimulus program. Gold bullion prices reached a five week high of $1,347.69/oz last week.

Tuesday, July 30, 2013

Concerned about the U.S. Dollar? How to Manage Dollar Risk / Commodities / US Dollar

By: Axel_Merk

Are you concerned about the U.S. dollar? Are these concerns justified? If so, what do you do about it?

Tuesday, July 30, 2013

The Silver Solar Photovoltaic Bull Market in China / Commodities / Gold and Silver 2013

By: Jeff_Clark

Early this month, big news came out of China. It may have gone unnoticed by some investors—and there's really no reason why it would have been covered extensively by mainstream media—but it's important if you're a silver investor. China raised its target for solar generating capacity to more than 35 gigawatts (GW) by 2015, a stunning increase of 67% above the previous target.

Tuesday, July 30, 2013

Are Gold Stocks on the Cusp of an Upswing? / Commodities / Gold and Silver Stocks 2013

By: The_Gold_Report

It is like a carrot on a stick for small-cap mining investors: the promise that we have finally hit bottom and can expect gold prices and stocks to begin to emerge again. That time is almost here, according to Ron Struthers, the publisher and editor of Struthers' Resource Stock Report. In this interview with The Gold Report, Struthers discusses how a run on bullion banks has played with the gold price and which indictor is telling him things are about to move. If Struthers' forecast is right, the market could be on the cusp of one of its best corrections yet.

The Gold Report: Ron, the Federal Reserve has decided to continue quantitative easing (QE) for the foreseeable future. Gold has risen steadily since that news. Is that what you predicted the Fed would do?

Tuesday, July 30, 2013

Fresh Look at Gold and Silver Precious Metals Complex / Commodities / Gold and Silver 2013

By: Rambus_Chartology

In this Weekend Report lets take an unbiased look at the HUI, gold and silver to see if there are any big changes taking place to upset the apple cart so to speak. Emotions can turn on a dime in the markets, as you are all well aware of, from bearish to bullish or the other way around in a heart beat. That’s what the markets thrive on. Being open to change and not being married to a position is critical to survival when you put your hard earned capital to work in the markets.

Monday, July 29, 2013

Gold Traders "Wait and See" Ahead of Fed Decision / Commodities / Gold and Silver 2013

By: Adrian_Ash

WHOLESALE GOLD prices reversed an overnight drop of $10 per ounce to trade above $1335 lunchtime Monday in London, gaining in what dealers called "very quiet" trade.

Silver also rallied from an earlier drop, adding 1.9% to trade above $20.10 per ounce.

Monday, July 29, 2013

Now Time to Buy Silver? / Commodities / Gold and Silver 2013

By: Money_Morning

With silver prices down some 30% year-to-date, is now a good time to buy silver?

We at Money Morning love the buying opportunity being presented in the silver market. With a near zero interest policy in the U.S. likely to stay in place for at least a few more years, and global monetary printing presses continuing to run at full speed, precious metals like silver are once again a lucrative, and now much cheaper, asset.

Monday, July 29, 2013

How to Invest in the Future of Geothermal Energy / Commodities / Energy Resources

By: Jason_Hamlin

Before you click away from this article in the belief that geothermal is just another “green” technology that can’t compete with coal or oil, consider the following…

Geothermal is a renewable energy source that is expected to grow fivefold in the next seven years and produces more than double the energy of solar and wind combined. And here is the real rub… unlike solar power, geothermal is cheaper to produce than coal, oil or other “dirty” sources of energy. The most common form of geothermal power costs about $64 a megawatt-hour, according to Bloomberg New Energy Finance, below the $78 for coal, $82 for onshore wind turbines and $142 for traditional solar panels.

Monday, July 29, 2013

Silver Price Behavior Change, Enough For A Bottom? / Commodities / Gold and Silver 2013

By: Michael_Noonan

One of the largest issues many have with technical analysis is linking an understanding of their fundamental “beliefs” with prices on a chart. By fundamental, we include simply the knowledge of any number of known factors, shortages, record buying of coins, people generally positive about the “news,” as a few simple examples. There is a need for a hand- to-eye type of association between existing fundamental “beliefs” and current prices.

Beliefs are formed opinions about reality, but not necessarily reality itself. Change the belief, and you change the reality. The current wide-spread belief is that there is a huge shortage in silver, relative to the demand. From that belief an expectation of higher prices arises. The reality is, for whatever reason, price has declined to levels that have surprised almost all who follow the silver market, and gold, as well.

Monday, July 29, 2013

Extreme Gold Market: Distortions Abound, Disappearing Supply Comex Near Future Shutdown / Commodities / Gold and Silver 2013

By: Jim_Willie_CB

The true Gold price is PP in the graph, while the phony price is P* since it is associated with supply shortage and excess demand. A picture might be worth a thousand words, but sometimes a picture requires a thousand words to explain its full meaning. The true Gold price is very much unknown, hotly debated, and unclear even to the professionals in the business of selling it in either small or large quantities. Tremendous variance in Supply across the world will become more common, seen as pockets today. The new wrinkle to float from the ether is the wide perception that the gold market is corrupt, that futures contracts are corrupt, that the official inventory accounting is corrupt, that the bond market behind the fiat currency system is corrupt, that the derivative market that supports the banking system is corrupt, that the bank asset accounting is corrupt, and that the leaders are members of a corrupt corporatocracy that hardly steeps in democracy. The perceptions toward corruption are fast changing.

Sunday, July 28, 2013

Unusual Gold Rally is on the Cards / Commodities / Gold and Silver 2013

By: DailyWealth

Get ready for a rally in the most important ratio you're not following... the "gold-to-oil" ratio.

Most folks don't know about it, but there is an interesting world of trading ideas that can be termed "ratio trades." These aren't the conventional "buy a stock and hope it goes up" trades. They involve trading one asset against another asset. For example, one of the most important ratios in this group is the "gold-to-oil" ratio.

Sunday, July 28, 2013

Bank of England May Have Directed Release of 1,300 Tonnes of Central Bank Gold / Commodities / Gold and Silver 2013

By: Jesse

Although it is not been verified I thought this calculation by Alasdair Macleod was quite striking.

Based on recent figures from the Bank of England, it appears as though the Bank of England has directed the leasing of about 1,300 tonnes of central bank gold from their vaults in a four month period from March through June.

Sunday, July 28, 2013

Big Profits in the Next Oil Boom, Time to Climb Aboard / Commodities / Crude Oil

By: Money_Morning

Dr. Kent Moors writes: Rail transit is about to make you some big money...in oil.

That's why I'll be headed to Dallas in late August and Calgary mid-September for extensive meetings with all of the key players.

I can promise you, that in a hurry this is going to get a lot bigger.

Sunday, July 28, 2013

Gold And Silver – Newton’s Third Law Is About Ready To (Over) React - Be Prepared / Commodities / Gold and Silver 2013

By: Michael_Noonan

Our clarion call is for the physical market to soon takeover the actual price for buying and selling. When, we do not know? Timing is now less critical than actual possession, from this point forward.

The probability of a new low, in futures, may be 50-50. It was much higher, a month ago. The odds of successfully picking a bottom are remote. Not to pick on Richard Dennis, but he is a poster boy for losing big time when he tried to pick a bottom in sugar, to the extent of decimating one or a few of his funds. How hard could it have been to lose so much money buying sugar when it was under 5 cents, at the time?

Saturday, July 27, 2013

The Chart that Signaled the Bottom in Gold Stocks / Commodities / Gold and Silver Stocks 2013

By: Jordan_Roy_Byrne

Some readers may be sick of seeing this chart but I believe there is no more important chart when assessing or describing the current market (in gold stocks). From a weekly price perspective the recent bear market labeled E finished down 65%. It was almost identical in trajectory, time and price to C, the 1968-1970 bear market and fairly close to D, the 1974-1976 bear market. Both of those bear markets were followed by tremendous advances which took the 1960-1980 secular bull market to new all-time highs. Simply put, by itself this almost bulletproof evidence of a major bottom and likelihood of major gains directly ahead.

Friday, July 26, 2013

Gold Stocks Bull Market Rebirth / Commodities / Gold and Silver Stocks 2013

By: Zeal_LLC

Gold stocks are actually enjoying a great month, a stark contrast to this year’s brutal death spiral lower.  But after catapulting up by more than a quarter in less than a month, investors are wondering what to do next.  Is it time to cut losses before the catastrophic plunge resumes, or double down on the birth of a major new upleg?  With this sector still wildly oversold and absurdly undervalued, I’m betting on the latter.

Traders viscerally despise precious-metals miners and explorers these days, for good reason.  Year-to-date as of late June, the flagship HUI gold-stock index had plunged an astounding 53.4%!  This was against a backdrop of stellar general-stock performance, where the benchmark S&P 500 surged 12.4%.  Even gold’s rotten year to that point, -26.7%, was great compared to the excruciating gold-stock carnage.

Friday, July 26, 2013

Saving Silver Before the Real Confiscation / Commodities / Gold and Silver 2013

By: Dr_Jeff_Lewis

The general case for holding silver continues to improve as the MFGlobal and HSBC scandals confirm the absence of any rule of law or justice in the global financial system. The Peregrine Financial fiasco only serves to verify this somewhat jaded viewpoint.

Furthermore, the Cyprus “bail-in” or savings confiscation debacle makes it perfectly clear that keeping more than a small portion of one's assets in the financial system is increasingly unwise and could be subject to greater risks than most investors think.

Friday, July 26, 2013

Gold, Silver and the Antifragile Concept / Commodities / Gold and Silver 2013

By: Dr_Jeff_Lewis

The concept of antifragility comes from Naseem Taleb's book Antifragile. In it, he describes things and processes that thrive on mistakes and volatility.

Basically, an antifragile system is one where error and/or risk is allowed, encouraged and leads to improvement overall.

Friday, July 26, 2013

Gold Price Retreats to April-Crash Low / Commodities / Gold and Silver 2013

By: Adrian_Ash

The PRICE of gold bullion retreated from an overnight rise to $1340 per ounce in London on Friday morning, trading back down to $1322 – the low hit by the mid-April crash – as the US Dollar ticked higher.

Silver prices slipped back below $20 per ounce – a 33-month low when first breached in June.

Japanese stocks meantime fell hard as the Yen rose on the currency markets, and European equities slipped with commodities.

Friday, July 26, 2013

Buy Silver Now? II / Commodities / Gold and Silver 2013

By: Investmentscore.com

Are you invested in or looking to buy into the silver market? Back in April we wrote an article illustrating the seasonal trends for the price of silver. At that time we determined that it may make sense to wait for a more favorable time of year to buy new positions. Based on silver performance in past years, would it have made sense to buy in July / August, or would it have made sense to wait for a better buying opportunity? Let’s take a look at some purchases in the bull market at the start of each August to see what would happen to that investment by spring.