Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Wednesday, March 14, 2012
Big-Picture Uptrend Still Intact for SLW, Silver / Commodities / Gold and Silver 2012
By: Mike_Paulenoff
Although Silver Wheaton (SLW) remains under bleeding pressure as we speak, my big picture work argues that a new bull phase for the stock has been in progress since the October 4 low, and that recent weakness from the Feb 29 high at 40.39 to today's low at 33.55 (so far) is the tail end of a pullback within the still-dominant uptrend pattern.
As long as SLW weakness is contained above 32.00, my work argues in favor of being long.
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Wednesday, March 14, 2012
What's Driving the Gold, Silver Prices? / Commodities / Gold and Silver 2012
By: Julian_DW_Phillips
Gold rose to $1,700 last week and is holding that level in a very tight trading range.
The last few weeks have seen a larger consolidation pattern forming, pointing to a much bigger consolidating pattern that implies far more than just a short-term trading move just ahead of us. The forces that drive both supply and demand in the very short-term are just about in balance, so it is appropriate that we look at these forces to see how they influence gold prices in the short, medium, and long term.
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Wednesday, March 14, 2012
Rising fuel costs and the next Revolution / Commodities / Energy Resources
By: Clif_Droke
Lost amid the hoopla after the Dow recently achieved a milestone in closing above the psychologically important 13,000 barrier is another, more significant benchmark. Gasoline prices hit a record seasonal high this week. The average price of gasoline across the country is now $3.74, the highest it’s ever been at this time of year.Read full article... Read full article...
Wednesday, March 14, 2012
Uranium Mining Market Evolves / Commodities / Uranium
By: The_Energy_Report
With the "Megatons to Megawatts" program scheduled to end soon, uranium market dynamics are shifting. Geordie Mark, a uranium analyst with Haywood Securities in Vancouver, explores the possibilities in this exclusive interview with The Energy Report, emphasizing the industry's strong long-term fundamentals.
The Energy Report: It's been nearly one year since the nuclear disaster in Fukushima, but there's not a lot of blowback from environmentalists or politicians. An index of uranium equities is up 46% from their bottom on Oct. 4, although it's still 50% underwater from a year ago. Has the Fukushima effect dissipated?
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Wednesday, March 14, 2012
Investor Opportunities in Clean Rare Earth Metals Mining / Commodities / Metals & Mining
By: Critical_Metals_Repo
Cleantech companies are exploring—and exploiting—the connections between many sectors of the energy, infrastructure and other industrial markets. Dallas Kachan, principal of cleantech research and consulting firm Kachan & Co. in Vancouver, points to the emergence of "clean" mining as an important investment theme for 2012. In this exclusive interview with The Critical Metals Report, Kachan shares some companies using green techniques to improve their bottom lines.
The Critical Metals Report: Dallas, can retail investors make money in the near-term in cleantech companies or should they be more focused on the long-term?
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Tuesday, March 13, 2012
HUI Stocks vs Gold / Commodities / Gold & Silver Stocks
By: Willem_Weytjens
In this article we will have a look at the performance of the HUI index (Amex Gold Bugs) compared to the performance of Gold.
First of all, here is a composition of the HUI index:
Tuesday, March 13, 2012
'The Gray Hairs and the Slick Hairs' (notes from PDAC) / Commodities / Metals & Mining
By: Marin_Katusa
Marin Katusa, Casey Research writes: Many of Casey Research's editors and analysts spent last week in Toronto at the annual Prospectors and Developers Association of Canada (PDAC) convention. PDAC is one of the biggest resource conventions in the world – this year more than 30,000 people attended the show.
Tuesday, March 13, 2012
Gold Buyers "On the Sidelines" Playing "Wait and See" Ahead of FOMC Announcement / Commodities / Gold and Silver 2012
By: Ben_Traynor
SPOT MARKET gold prices drifted as low as $1694 per ounce Tuesday morning in London – 1.3% down on the week so far – while stocks and commodities rose slightly and US Treasuries dipped ahead of today's US Federal Reserve interest rate decision.
Silver prices fell to $33.43 per ounce – 2.5% down on last week's close – before, like gold, recovering some ground before lunchtime.
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Tuesday, March 13, 2012
Buy Gold Because a Currency Crisis is Coming / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,694.75, EUR 1,291.44, and GBP 1,082.63 per ounce.
Yesterday's AM fix was USD 1,705.25, EUR 1,299.93 and GBP 1,088.57 per ounce.
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Tuesday, March 13, 2012
The Need for Updated Gold Stock Indices / Commodities / Gold & Silver Stocks
By: Jordan_Roy_Byrne
The underperformance of gold stocks was a hot topic at PDAC and continues to dominate discussion in industry circles. As to why the sector is underperforming, we hear numerous reasons. The conspiracy crowd will claim manipulation or hedge fund shorting. More well-reasoned thoughts include the struggle of large miners to adequately replace reserves and grow production and the continued issuance of shares. We believe one key reason is that the bull market is in the wall of worry phase and in this phase valuations compress as investors are nervous of among other things, another major correction. The HUI is trading at 15x trailing earnings and only 13x 2012 earnings. If the market returned to the historical average valuation of 28x earnings, then share prices would double (and that assumes present earnings). Yet, does the HUI or XAU even adequately represent the mining stock universe anymore?
Tuesday, March 13, 2012
What Commodity Bubble? Gold, Silver, Rare Earth and Uranium Miners Rebound / Commodities / Metals & Mining
By: Jeb_Handwerger
Far be it for Gold Stock Trades to indulge in hubris, nevertheless with all humility we not only saw this risk on rally forming in early October but reiterated on many occasions "be not dismayed by recent declines." "Commodities are not in a bubble." "Patience and Fortitude."
Recent action exemplifies the importance of not being trigger happy when it involves the commodity arena especially precious metals, uranium and rare earths. Volatility can daunt even the most resolute of investors.
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Tuesday, March 13, 2012
Are Investors Still Bullish on Gold? / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
According to Bloomberg, hedge funds decreased bets on higher commodity prices for the first time in seven weeks. This comes shortly after China cut its official economic growth forecast to 7.5 percent this year, the lowest since 2004. While money managers slashed bets on copper by the most in two months, demand for precious metals remains strong.
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Monday, March 12, 2012
Silver the Restless Metal / Commodities / Gold and Silver 2012
By: William_Bancroft
Silver is a much smaller market than the gold market and quality research about the poor man’s gold can be less easy to find. One academic who does stand out though is the late Professor Roy Jastram, whose works on gold lead him to an investigation into silver’s monetary history and record. His book ‘Silver: the restless metal’ is much cited by silver experts like David Morgan, but being out of print is now not that easy to get hold of. The Amazon book markets in the US and UK were trading at >$140 when we looked, so we headed down to the British Library in London to get hold of a copy. Published in 1981, this book is a look at silver’s recorded monetary history with a forward look at what the future might hold for the silver price.
Monday, March 12, 2012
Battered Gold Drops Below $1700 / Commodities / Gold and Silver 2012
By: Ben_Traynor
THE DOLLAR gold price fell back through $1700 an ounce as US markets opened on Monday, continuing its slide begun when Asian markets opened several hours earlier.
The silver price dropped to $33.63 per ounce – a 2.0% fall on last week's close – while stocks and commodities edged lower and US Treasury bond prices gained.
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Monday, March 12, 2012
China's SAFE: "We Wont Put All The Eggs In One Basket" / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,705.25, EUR 1,299.93, and GBP 1,088.57 per ounce.
Friday's AM fix was USD 1,699.50, EUR 1,285.36 and GBP 1,078.30 per ounce.
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Monday, March 12, 2012
Silver Chart Analysis Indicates Why Silver Price Is Likely To Pass $150 / Commodities / Gold and Silver 2012
By: Hubert_Moolman
In a previous article, I wrote about the shift to measuring wealth in ounces instead of Dollars. In that same article, I expressed my opinion that I consider silver bullion to be one of the best current opportunities to increase one's gold ounces.
Here, I would like to point out some interesting signals on the long-term chart for silver.
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Saturday, March 10, 2012
Gold's Inflation Problem / Commodities / Gold and Silver 2012
By: Adrian_Ash
Gold goes up with inflation. Except when it goes up regardless...
EVERYBODY'S fretting about inflation. Central bankers say there's too little, or will be (just you wait). Lesser mortals feel there's way more than the official numbers let on. And finance professionals think there's a lot more ahead.
Saturday, March 10, 2012
Do Gold and Silver Investors Believe QE Will Be Dialed Back? / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
After two days of consecutive gains, gold and silver briefly dipped into the red after Friday’s job report. The Labor Department’s monthly report said the United States economy added 227,000 jobs in February, compared to expectations of 213,000. Furthermore, hiring in January and December were better than previously thought. Those figures were revised to show 61,000 additional jobs. The economy has generated an average of 245,000 new jobs in each of the last three months.
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Friday, March 09, 2012
Crude Oil Stocks Room to Run / Commodities / Oil Companies
By: Zeal_LLC
With Iran waxing belligerent again, oil has been making headlines lately. Stock speculators and investors are anxiously watching its price, gaming how oil stocks are likely to react to various oil-price scenarios. And since the oil complex has already enjoyed a strong upleg, plenty of topping fears exist. But the technicals of oil and the leading oil-stock index, as well as their ratio, show lots of room to run higher yet.
Friday, March 09, 2012
Possibility of a Bounce Up in Gold and Silver / Commodities / Gold and Silver 2012
By: Przemyslaw_Radomski
On Tuesday gold prices continued to break down, falling for a fifth consecutive day breaking below the 200-day moving average. On February 6th we suggested getting out of the speculative long positions, and reiterated it yet once again just a day before the crash. But this week on Tuesday, our SP Gold Bottom Indicator flashed a long-term buy signal. The indicator is just one of the unique proprietary investment tools developed by Sunshine Profits, available only to our subscribers. We tend to take this particular signal seriously since it has proved to be uncannily accurate in the past (you can click the chart to enlarge it if you’re reading this essay on sunshineprofits.com).