Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Wednesday, December 19, 2012
Gold CME/COMEX December Delivery Default Pointing to Widespread Default? / Commodities / Gold and Silver 2012
By: Submissions
The CME announced today a case of "force majeure" regarding one of its physical gold storage facilities, Mantra, Tordella & Brookes (MTB), managed for the COMEX, located in the southern part of New York City, in an area that was inundated during the storm known as Sandy.
Wednesday, December 19, 2012
The Next Big Boom in Energy Isn't What You Think / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes:
As the ongoing debate between renewables and fossil fuels continues, there is a wrong-headed presumption that there will only be one clear victor.
But recent trends in the wind and solar age tell us that this conclusion just isn't so.
The truth is both types of energy will be required to work in tandem in order to achieve our energy goals in the future.
Read full article... Read full article...
Wednesday, December 19, 2012
Gold, Stocks Sell Signal / Commodities / Gold and Silver 2013
By: Brian_Bloom
The sell signal is not yet definitively bearish because even at $1560, gold will be “trading” within the confines of a well established range. Nevertheless, the target measured move of $1109 on the 3% X 3 box reversal P&F chart looks less ridiculous than it did a few weeks ago.
Wednesday, December 19, 2012
Commodity Stocks Risk On Rally: Rare Earth And Uranium Miners Outperforming / Commodities / Resources Investing
By: Jeb_Handwerger
For months, we have been highlighting to our readers that China’s economy is beginning to pick up which could positively influence commodity prices. The fears of a slowdown were overblown.
China’s stock markets (FXI) have been rallying since early September because speculation is rising that the newly chosen Communist Party may boost the economy. The China 25 index fund (FXI) is approaching a major 52 week high breakout.
Wednesday, December 19, 2012
Which Best Way to Return to a Gold Standard? / Commodities / Gold and Silver 2012
By: Casey_Research
Many of us see hair-curling rates of price inflation not too far down the road. Today inflation is hardly noticeable. But what's coming will be so painful and so disruptive that soaring prices will become the voting public's number-one complaint. How will the politicians respond?
Wednesday, December 19, 2012
Bernanke and Gold / Commodities / Gold and Silver 2012
By: Ned_W_Schmidt
To date seems only one group truly loves the monetary policy of the Federal Reserve. Largely, that group is comprised of bankers and bond dealers that profit from selling bonds to the Federal Reserve. Bernanke and the bond dealers have become BFF, Best Friends Forever.
Tuesday, December 18, 2012
Silver Deceptions: Large Surpluses and Low Production Cost / Commodities / Gold and Silver 2012
By: Steve_St_Angelo
There are two misconceptions about the silver market that are still held by many investors in the precious metals community. One is the notion that the world produces large annual silver surpluses and the other is the low cost of mining silver. Some have argued that the investors have been deceived by certain aspects of the silver industry to believe these two fabrications.
Before we get into destroying the myth (once and for all) behind the so-called silver surpluses, here is the definition of surplus:
Read full article... Read full article...
Tuesday, December 18, 2012
Gold Price Compression, Risk vs Reward / Commodities / Gold and Silver 2012
By: Submissions
Robert M. Williams writes:
Whenever you invest there are two things you want to keep in mind. The first is whether or not you will get your capital back and the second is how much can you make considering the risk you have to take. With respect to the second, the possible return on capital must always be greater than the risk you are going to have to accept. In today’s world of “too big to fail”, quantitative easing to infinity, and debt expansion at an almost exponential rate, it´s hard to judge risk. Markets are being manipulated by central banks across the board. Look at the Libor scandal! The English justice system will put mid level employees of some UK financial institutions in jail for doing what the Bank of England requested, i.e. manipulate the Libor rate. Meanwhile, the “big fish” will swim free.
Tuesday, December 18, 2012
Gold Dips Back Below $1700 Following Signs of Progress on Fiscal Cliff / Commodities / Gold and Silver 2012
By: Ben_Traynor
U.S. DOLLAR gold prices fell back below $1700 an ounce Tuesday morning, having briefly risen above that level following news of possible progress in the ongoing fiscal cliff negotiations in Washington.
"Investors [are] seemingly wary of taking positions in a time of thin liquidity and still waiting to see whether legislators will avert the automatic spending cuts and tax hikes in the US," says a note from Swiss precious metals group MKS.
Read full article... Read full article...
Tuesday, December 18, 2012
Japanese Pension Funds With $3.4 Trillion In Assets Seek Safety in Gold / Commodities / Gold and Silver 2012
By: GoldCore
Today’s AM fix was USD 1,699.50, EUR 1,289.26 and GBP 1,048.10 per ounce.
Yesterday’s AM fix was USD 1,690.00, EUR 1,285.27 and GBP 1,043.21 per ounce.
Precious metals crept higher yesterday and closed with very slight gains for both gold and silver.
Read full article... Read full article...
Tuesday, December 18, 2012
Central Banks Bitten By the Gold Bug, Insurance Currency Hedge? / Commodities / Gold and Silver 2012
By: John_Mauldin
“For every complex problem there is an answer that is clear, simple and wrong.” –H. L. Mencken
Possibly, the question I am asked the most is, “What do you think about gold?” While I have written brief bits about the yellow metal, I cannot remember the last time I devoted a full e-letter to the subject of gold. Longtime readers know that I am a steady buyer of gold, but to my mind that is different from being bullish on gold. In this week’s letter we will look at some recent research on gold and try to separate some of the myths surrounding gold from the rationale as to why you might want to own some of the “barbarous relic,” as Keynes called it. My personal reasons for owning gold have evolved over the years. I will tell you the story of my own journey, and you can decide for yourself whether to think about coming along.
Read full article... Read full article...
Monday, December 17, 2012
Gold Weak Despite Japan to Print and Spend to Infinity / Commodities / Gold and Silver 2012
By: Ben_Traynor
THE WHOLESALE gold bullion price rose to $1693 per ounce during Monday morning's London trading, but remained slightly below where it ended last week following falls in Asia, where the Yen opened sharply lower against the Dollar before recovering some ground following the result of Japan's general election.
"Gold is continuing to trade below the psychologically important threshold of $1700," says a note from Commerzbank.
Read full article... Read full article...
Monday, December 17, 2012
Gold And Silver – Footprints Are One Thing, Bootprints Are Another / Commodities / Gold and Silver 2012
By: Michael_Noonan
Around 7 p.m., [CST], on Thursday, [lucky] 13 December, when there is normally
very little activity in precious metals, a series of High Frequency Trades mysteriously
came to life and pummeled the silver market, hard. What makes this ever more
suspicious is that this activity was on the heels of a breakout characterized by
strong supportive volume and a high-end range close.
Monday, December 17, 2012
Gold Vs Gold Stocks ($HUI) Who is Leading Who? / Commodities / Gold and Silver 2012
By: WavePatternTraders
The Gold stocks have failed to deliver on my expectations of a move higher and it has caused me to re-think the direction of the yellow metal.
The past few weeks I have suspected that Gold stocks and Gold was a corrective pullback but should have been a shallow pullback, relative to the ideas I was expecting. With the breakdown in the $HUI, it strongly suggests Gold and the Gold stocks could be in some trouble.
Read full article... Read full article...
Sunday, December 16, 2012
SILVER Window of Opportunity @ $29.68 – $26.23 by Jan 18 2013? / Commodities / Gold and Silver 2013
By: Joseph_Russo
The following is a quick update to our Silver Lining report from October 21, 2012.
The daily chart below illustrates the latest price action in Silver. From the secondary lower high at $34.39, the trend has been down for the past 11-sessions, setting a print low on Friday at $32.22. As such, Tuesday marks session-13 from that secondary high, and offers the potential for marking a short-term turn-pivot low.
Read full article... Read full article...
Saturday, December 15, 2012
Short-Free Price" For Silver is $101.35 / Commodities / Gold and Silver 2012
By: Submissions
Afcarl submits:
Saturday, December 15, 2012
Warning For Gold From Inflation, U.S. Dollar, And Mining Stocks! / Commodities / Gold and Silver 2012
By: Sy_Harding
Historically gold has been seen as a safe haven in times of rising inflation. No surprise then that it’s been in a long and impressive bull market since 2002, when a string of significant events began that were expected to create a substantial surge in inflation.The 2001 recession resulted in significant monetary easing by the Fed in an effort to re-stimulate the economy. The 9/11/01 terrorist attacks resulted in dramatic increases in government spending on Homeland Security and the subsequent invasions of Afghanistan and Iraq.
Read full article... Read full article...
Saturday, December 15, 2012
Harvesting Profits From Weak Hands in the Silver Market / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
In financial market jargon, those investors described as having “weak hands” typically means that they cannot hold onto a position they have established for very long if it goes against them substantially.
This term is often used to contrast such investors to those with “deep pockets” who can instead afford to take deeper drawdowns in their portfolio before they feel the need to exit their positions.
Read full article... Read full article...
Saturday, December 15, 2012
Gold and Silver: Of Cartels, Algorithms and Artificial Price Manipulation / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
Those who follow the day to day developments in the gold and silver markets have typically seen rampant market manipulation by large traders and bullion banks.
Although supposedly against the rules — and even being subjected to an ongoing investigation by the CFTC that now reaches into its fifth year — this market bullying is nevertheless allowed to happen over and over again without effective regulatory intervention.
Read full article... Read full article...
Saturday, December 15, 2012
Gold Stocks Golden Points To Ponder / Commodities / Gold & Silver Stocks
By: Richard_Mills
Investors seeking leverage to precious metals should focus on junior resource companies who own the world's undeveloped gold and silver deposits as they provide the best exposure to a rising precious metals price environment.
You need to find the quality management teams with money in the treasury, the ability to raise more and owning the advanced projects that are well along the development path towards a mine.
Read full article... Read full article...